James Investment Research Inc. Has $1.78 Million Stock Position in International Business Machines Corporation $IBM

James Investment Research Inc. grew its holdings in shares of International Business Machines Corporation (NYSE:IBM) by 117.1% in the 1st quarter, according to its most recent disclosure with the SEC. The fund owned 7,342 shares of the technology company’s stock after acquiring an additional 3,960 shares during the period. James Investment Research Inc.’s holdings in International Business Machines were worth $1,780,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. VIRGINIA RETIREMENT SYSTEMS ET Al lifted its holdings in shares of International Business Machines by 424.6% in the 4th quarter. VIRGINIA RETIREMENT SYSTEMS ET Al now owns 260,740 shares of the technology company’s stock worth $77,234,000 after purchasing an additional 211,040 shares in the last quarter. GLOBALT Investments LLC GA increased its stake in International Business Machines by 19.1% during the 4th quarter. GLOBALT Investments LLC GA now owns 18,288 shares of the technology company’s stock valued at $5,417,000 after purchasing an additional 2,930 shares in the last quarter. Newbridge Financial Services Group Inc. raised its holdings in International Business Machines by 30.0% during the fourth quarter. Newbridge Financial Services Group Inc. now owns 13,122 shares of the technology company’s stock worth $3,887,000 after buying an additional 3,029 shares during the last quarter. Rice Partnership LLC acquired a new position in International Business Machines during the fourth quarter worth $3,317,000. Finally, Sage Investment Advisers LLC bought a new position in shares of International Business Machines in the fourth quarter valued at $4,101,000. Institutional investors own 58.96% of the company’s stock.

International Business Machines Stock Performance

NYSE IBM opened at $286.16 on Thursday. The company has a debt-to-equity ratio of 1.75, a quick ratio of 0.76 and a current ratio of 0.80. The company has a market capitalization of $268.96 billion, a PE ratio of 25.30, a price-to-earnings-growth ratio of 2.91 and a beta of 0.68. International Business Machines Corporation has a 52-week low of $212.34 and a 52-week high of $332.46. The company has a 50-day simple moving average of $255.59 and a 200 day simple moving average of $266.34.

International Business Machines (NYSE:IBM) last issued its quarterly earnings results on Wednesday, April 22nd. The technology company reported $1.91 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.81 by $0.10. The company had revenue of $15.92 billion during the quarter, compared to analyst estimates of $15.60 billion. International Business Machines had a net margin of 15.61% and a return on equity of 37.23%. International Business Machines’s quarterly revenue was up 9.5% compared to the same quarter last year. During the same quarter last year, the business posted $1.60 EPS. On average, research analysts predict that International Business Machines Corporation will post 12.4 EPS for the current year.

International Business Machines Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, June 10th. Stockholders of record on Friday, May 8th were paid a dividend of $1.69 per share. This represents a $6.76 annualized dividend and a dividend yield of 2.4%. The ex-dividend date was Friday, May 8th. This is a positive change from International Business Machines’s previous quarterly dividend of $1.68. International Business Machines’s dividend payout ratio is currently 59.77%.

Analyst Upgrades and Downgrades

IBM has been the subject of several recent research reports. BMO Capital Markets decreased their target price on shares of International Business Machines from $290.00 to $270.00 and set a “market perform” rating for the company in a research report on Thursday, April 23rd. Needham & Company LLC started coverage on International Business Machines in a report on Wednesday, June 3rd. They set a “buy” rating for the company. Citigroup raised their target price on International Business Machines from $285.00 to $375.00 and gave the company a “buy” rating in a report on Tuesday, June 2nd. Susquehanna began coverage on International Business Machines in a research report on Tuesday, June 23rd. They set a “neutral” rating on the stock. Finally, Wall Street Zen upgraded International Business Machines from a “sell” rating to a “hold” rating in a report on Sunday, June 21st. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and nine have issued a Hold rating to the company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $306.76.

Key International Business Machines News

Here are the key news stories impacting International Business Machines this week:

• Positive Sentiment: IBM appointed Stagwell as its lead creative partner to refresh its global brand and campaign strategy, a move tied to IBM’s push around AI, hybrid cloud, and quantum offerings. IBM (IBM) Picks Stagwell To Rework Its Global Brand Playbook
• Positive Sentiment: IBM continues to draw investor attention after unveiling its 0.7-nanometer “nanostack” chip breakthrough, reinforcing the company’s position in next-generation computing infrastructure. International Business Machines (IBM) Is Up 10.2% After Unveiling 0.7 nm Nanostack Chip Breakthrough
• Positive Sentiment: Analysts and commentary pieces continue to highlight IBM as a potential earnings beat candidate, pointing to its history of topping estimates and supporting expectations for the upcoming quarter. Will IBM (IBM) Beat Estimates Again in Its Next Earnings Report?
• Positive Sentiment: IBM is also being mentioned as a beneficiary of growing enterprise AI demand and broader interest in quantum computing, which could support long-term revenue growth. IBM (IBM) Stock Gains Momentum on Quantum Computing Edge and Growing AI Demand
• Neutral Sentiment: IBM was referenced in a report about companies rehiring workers after AI-driven layoffs proved less effective than expected; this is more of a broader industry note than a direct IBM-specific catalyst. Companies rehire workers laid off for AI as automation falls short
• Neutral Sentiment: IBM is also mentioned in coverage around climate risk management market growth and a rival stablecoin network, but these items appear secondary and less likely to move the stock on their own. Climate Risk Management Market to Surge from $8.59B in 2026 to $19.08B by 2031 Circle Stock Sinks After Visa, Others Announce Rival Stablecoin Network
• Negative Sentiment: One commentary piece noted IBM is down significantly from earlier levels, suggesting some investors still see valuation or momentum risks despite the recent rebound. IBM, Verizon, Corning And A Health Care Stock On CNBC’s ‘Final Trades’

About International Business Machines

International Business Machines Corporation (IBM) is a global technology and consulting company headquartered in Armonk, New York. Founded in 1911 as the Computing-Tabulating-Recording Company (CTR) and renamed IBM in 1924, the company has evolved from early electromechanical machines to a diversified technology provider serving enterprises and governments worldwide. IBM is publicly traded on the New York Stock Exchange under the ticker symbol IBM.

IBM’s principal businesses encompass cloud computing and software, infrastructure and systems, consulting and technology services, and research and development.