14,591 Shares in International Business Machines Corporation $IBM Purchased by Rayburn West Financial Services LLC

Rayburn West Financial Services LLC bought a new position in shares of International Business Machines Corporation (NYSE:IBM) during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm bought 14,591 shares of the technology company’s stock, valued at approximately $4,322,000. International Business Machines comprises 2.7% of Rayburn West Financial Services LLC’s holdings, making the stock its 8th largest holding.

Other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Family CFO Inc bought a new position in International Business Machines during the fourth quarter worth about $25,000. Mountain Hill Investment Partners Corp. bought a new position in International Business Machines during the third quarter worth about $28,000. Joseph Group Capital Management bought a new position in International Business Machines during the fourth quarter worth about $28,000. SWAN Capital LLC bought a new position in International Business Machines during the third quarter worth about $28,000. Finally, DecisionPoint Financial LLC boosted its holdings in International Business Machines by 1,666.7% during the fourth quarter. DecisionPoint Financial LLC now owns 106 shares of the technology company’s stock worth $31,000 after buying an additional 100 shares during the last quarter. Institutional investors own 58.96% of the company’s stock.

Analyst Upgrades and Downgrades

IBM has been the topic of a number of recent analyst reports. Oppenheimer reduced their target price on International Business Machines from $380.00 to $320.00 and set an “outperform” rating on the stock in a report on Thursday, April 16th. Argus set a $360.00 target price on International Business Machines in a report on Friday, January 30th. HSBC upgraded International Business Machines from a “reduce” rating to a “hold” rating and raised their target price for the stock from $218.00 to $231.00 in a report on Tuesday, April 28th. Weiss Ratings cut International Business Machines from a “buy (b)” rating to a “buy (b-)” rating in a report on Monday, May 4th. Finally, Erste Group Bank cut International Business Machines from a “buy” rating to a “hold” rating in a report on Wednesday, February 18th. One investment analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and seven have issued a Hold rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $294.41.

Key Headlines Impacting International Business Machines

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

• Positive Sentiment: IBM unveiled new Red Hat AI Inference and Red Hat OpenShift Virtualization services on IBM Cloud, strengthening its enterprise AI and hybrid-cloud push. IBM Announces Red Hat AI Inference and Red Hat OpenShift Virtualization Service on IBM Cloud
• Positive Sentiment: Analysts at Jefferies said IBM is well-positioned to benefit from enterprise AI demand, citing software pipeline strength and cross-selling opportunities. IBM well-positioned to benefit from enterprise AI demand
• Positive Sentiment: Several recent articles framed IBM as an attractive AI/software name, emphasizing hybrid-cloud demand, watsonx upgrades, and steady cash flow. IBM vs. Qualcomm: Which AI Tech Stock is the Better Buy Now?
• Neutral Sentiment: IBM was included in industry reports on cloud storage and cloud professional services, highlighting its exposure to growing enterprise IT spending. Cloud Storage Industry Report 2026-2031
• Negative Sentiment: A report said IBM’s price target was lowered by $30, which may have weighed on sentiment and signaled reduced near-term upside expectations. IBM Price Target Lowered by $30

International Business Machines Trading Down 1.9%

NYSE:IBM opened at $215.05 on Thursday. International Business Machines Corporation has a fifty-two week low of $212.34 and a fifty-two week high of $324.90. The company has a debt-to-equity ratio of 1.75, a current ratio of 0.80 and a quick ratio of 0.76. The stock has a market capitalization of $202.12 billion, a PE ratio of 19.01, a price-to-earnings-growth ratio of 2.27 and a beta of 0.58. The business’s 50-day simple moving average is $241.64 and its 200-day simple moving average is $276.07.

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

International Business Machines Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, June 10th. Stockholders of record on Friday, May 8th will be issued a dividend of $1.69 per share. This is a boost from International Business Machines’s previous quarterly dividend of $1.68. The ex-dividend date is Friday, May 8th. This represents a $6.76 annualized dividend and a dividend yield of 3.1%. International Business Machines’s dividend payout ratio (DPR) is presently 59.77%.

Insider Buying and Selling at International Business Machines

In other news, Director Michael Miebach bought 434 shares of the business’s stock in a transaction on Wednesday, February 25th. The shares were purchased at an average price of $233.33 per share, for a total transaction of $101,265.22. Following the purchase, the director owned 434 shares of the company’s stock, valued at approximately $101,265.22. The trade was a ∞ increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. 0.27% of the stock is owned by company insiders.

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.