Lederer & Associates Investment Counsel CA Takes $614,000 Position in International Business Machines Corporation $IBM

Lederer & Associates Investment Counsel CA purchased a new position in International Business Machines Corporation (NYSE:IBM) during the first quarter, Holdings Channel.com reports. The firm purchased 2,533 shares of the technology company’s stock, valued at approximately $614,000.

A number of other institutional investors have also recently bought and sold shares of IBM. Brighton Jones LLC increased its holdings in International Business Machines by 12.4% in the fourth quarter. Brighton Jones LLC now owns 21,011 shares of the technology company’s stock worth $4,619,000 after buying an additional 2,323 shares during the last quarter. Sivia Capital Partners LLC lifted its stake in International Business Machines by 10.6% in the second quarter. Sivia Capital Partners LLC now owns 1,938 shares of the technology company’s stock valued at $571,000 after acquiring an additional 186 shares during the last quarter. Jump Financial LLC bought a new stake in International Business Machines in the second quarter worth approximately $211,000. Ieq Capital LLC increased its stake in shares of International Business Machines by 2.2% during the 2nd quarter. Ieq Capital LLC now owns 38,617 shares of the technology company’s stock worth $11,383,000 after purchasing an additional 843 shares during the last quarter. Finally, Vivaldi Capital Management LP increased its stake in shares of International Business Machines by 11.6% during the 2nd quarter. Vivaldi Capital Management LP now owns 1,017 shares of the technology company’s stock worth $300,000 after purchasing an additional 106 shares during the last quarter. Institutional investors and hedge funds own 58.96% of the company’s stock.

International Business Machines Stock Performance

Shares of IBM opened at $286.16 on Thursday. 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. The company has a debt-to-equity ratio of 1.75, a current ratio of 0.80 and a quick ratio of 0.76. International Business Machines Corporation has a one year low of $212.34 and a one year high of $332.46. The company’s fifty day moving average price is $255.59 and its 200 day moving average price is $266.34.

International Business Machines (NYSE:IBM) last released its quarterly earnings results on Wednesday, April 22nd. The technology company reported $1.91 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.81 by $0.10. The company had revenue of $15.92 billion during the quarter, compared to analysts’ expectations of $15.60 billion. International Business Machines had a net margin of 15.61% and a return on equity of 37.23%. The business’s quarterly revenue was up 9.5% compared to the same quarter last year. During the same period in the prior year, the company earned $1.60 earnings per share. As a group, analysts expect that International Business Machines Corporation will post 12.4 earnings per share for the current year.

International Business Machines Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, June 10th. Investors of record on Friday, May 8th were given a dividend of $1.69 per share. The ex-dividend date of this dividend was Friday, May 8th. This represents a $6.76 annualized dividend and a dividend yield of 2.4%. This is a boost from International Business Machines’s previous quarterly dividend of $1.68. International Business Machines’s payout ratio is presently 59.77%.

Trending Headlines about International Business Machines

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’

Wall Street Analysts Forecast Growth

IBM has been the subject of several analyst reports. Royal Bank Of Canada reaffirmed an “outperform” rating on shares of International Business Machines in a research note on Tuesday, June 23rd. Piper Sandler upgraded International Business Machines to an “overweight” rating in a report on Tuesday, June 23rd. Barclays began coverage on International Business Machines in a research report on Monday, June 1st. They issued an “overweight” rating and a $350.00 price target for the company. BMO Capital Markets decreased their price target on International Business Machines from $290.00 to $270.00 and set a “market perform” rating for the company in a research note on Thursday, April 23rd. Finally, DZ Bank raised International Business Machines from a “hold” rating to a “buy” rating and set a $295.00 price objective on the stock in a report on Friday, April 24th. One investment analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and nine have assigned a Hold rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $306.76.

International Business Machines Profile

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.