Resona Asset Management Co. Ltd. Lowers Holdings in International Business Machines Corporation $IBM

Resona Asset Management Co. Ltd. trimmed its position in International Business Machines Corporation (NYSE:IBM) by 6.0% in the 2nd quarter, Holdings Channel reports. The firm owned 303,001 shares of the technology company’s stock after selling 19,394 shares during the quarter. Resona Asset Management Co. Ltd.’s holdings in International Business Machines were worth $84,991,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently made changes to their positions in IBM. Brighton Jones LLC raised its position in shares of 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 in the last quarter. Sivia Capital Partners LLC increased its stake in International Business Machines by 10.6% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,938 shares of the technology company’s stock worth $571,000 after acquiring an additional 186 shares during the last quarter. Jump Financial LLC bought a new position in International Business Machines in the 2nd quarter worth about $211,000. Ieq Capital LLC raised its holdings in shares of International Business Machines by 2.2% in the 2nd quarter. Ieq Capital LLC now owns 38,617 shares of the technology company’s stock valued at $11,383,000 after acquiring an additional 843 shares in the last quarter. Finally, Vivaldi Capital Management LP boosted its position 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 valued at $300,000 after acquiring an additional 106 shares during the last quarter. 58.96% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analysts Forecast Growth

Several research firms recently weighed in on IBM. Weiss Ratings cut shares of International Business Machines from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Wednesday, June 24th. Roth Capital reiterated a “buy” rating on shares of International Business Machines in a research report on Wednesday, June 3rd. Needham & Company LLC initiated coverage on shares of International Business Machines in a research note on Wednesday, June 3rd. They issued a “buy” rating for the company. Wall Street Zen lowered shares of International Business Machines from a “hold” rating to a “sell” rating in a report on Saturday, July 18th. Finally, Wedbush set a $350.00 price objective on shares of International Business Machines in a research report on Tuesday, June 2nd. Sixteen investment analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $265.40.

More International Business Machines News

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

• Positive Sentiment: IBM’s expanded collaboration with Arm Holdings supports its infrastructure ambitions. The companies introduced a dual-architecture mainframe processor capable of running IBM and Arm instructions on the same core, while Arm also cited substantial AI-chip demand. The development could strengthen IBM’s mainframe business and improve its positioning in AI workloads. Here Is How to Play IBM Stock After Its Arm and IBM Z Breakthrough
• Positive Sentiment: Broader enthusiasm for AI technology appears to be lifting IBM alongside its company-specific initiatives, including the OpenAI partnership for IBM Consulting Advantage. Investors are also revisiting IBM’s outlook for 4%–5% constant-currency revenue growth in 2026 and approximately $1 billion of year-over-year free-cash-flow growth. Why International Business Machines (IBM) Stock Is Up Today
• Positive Sentiment: IBM completed its acquisition of HRL Laboratories, adding expertise in quantum computing, sensing, advanced communications, materials and manufacturing. The transaction reinforces IBM’s long-term quantum and advanced-technology roadmap, though near-term financial benefits are uncertain. IBM Completes Acquisition of HRL Laboratories to Accelerate the Future of Quantum
• Neutral Sentiment: Analyst targets remain well above the current trading range, with Quiver reporting a six-month median target of $315. However, institutional positioning was mixed, with several large investors adding shares while others reduced holdings. Why International Business Machines (IBM) Stock Is Up Today
• Negative Sentiment: BTIG reportedly questioned the investment significance of IBM’s quantum milestone, tempering enthusiasm over the technology’s commercial potential and contributing to volatility. Separately, a law firm announced a securities-fraud investigation following IBM’s prior stock decline, creating an additional headline and litigation risk. IBM Stock Falls as BTIG Pours Cold Water on Quantum Computing Milestone

International Business Machines Price Performance

Shares of International Business Machines stock opened at $238.55 on Friday. The firm has a market capitalization of $224.75 billion, a PE ratio of 21.17, a price-to-earnings-growth ratio of 2.26 and a beta of 0.70. The company has a current ratio of 0.79, a quick ratio of 0.74 and a debt-to-equity ratio of 1.63. International Business Machines Corporation has a 12 month low of $199.19 and a 12 month high of $332.46. The business’s 50-day moving average price is $244.85 and its 200-day moving average price is $248.74.

International Business Machines (NYSE:IBM) last issued its earnings results on Wednesday, July 22nd. The technology company reported $2.93 earnings per share (EPS) for the quarter, hitting the consensus estimate of $2.93. International Business Machines had a return on equity of 35.65% and a net margin of 15.52%.The business had revenue of $17.16 billion during the quarter, compared to analyst estimates of $17.46 billion. During the same quarter in the prior year, the firm earned $2.80 earnings per share. International Business Machines’s revenue for the quarter was up 1.1% on a year-over-year basis. Sell-side analysts forecast that International Business Machines Corporation will post 12.33 EPS for the current fiscal year.

International Business Machines Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Monday, August 10th will be issued a $1.69 dividend. This represents a $6.76 dividend on an annualized basis and a dividend yield of 2.8%. The ex-dividend date is Monday, August 10th. International Business Machines’s payout ratio is presently 59.98%.

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.