7,853 Shares in International Business Machines Corporation $IBM Acquired by Fox Run Management L.L.C.

Fox Run Management L.L.C. bought a new position in shares of International Business Machines Corporation (NYSE:IBM) in the 4th quarter, HoldingsChannel.com reports. The firm bought 7,853 shares of the technology company’s stock, valued at approximately $2,326,000. International Business Machines accounts for about 0.4% of Fox Run Management L.L.C.’s portfolio, making the stock its 17th biggest position.

Several other institutional investors have also recently added to or reduced their stakes in IBM. Brighton Jones LLC lifted its stake in International Business Machines by 12.4% during the fourth quarter. Brighton Jones LLC now owns 21,011 shares of the technology company’s stock worth $4,619,000 after purchasing an additional 2,323 shares during the last quarter. Sivia Capital Partners LLC boosted its position in shares of 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 valued at $571,000 after purchasing an additional 186 shares during the period. Jump Financial LLC acquired a new stake in shares of International Business Machines in the 2nd quarter valued at about $211,000. Ieq Capital LLC boosted its position 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 purchasing an additional 843 shares during the period. Finally, Vivaldi Capital Management LP boosted its position in shares of International Business Machines by 11.6% in the 2nd quarter. Vivaldi Capital Management LP now owns 1,017 shares of the technology company’s stock valued at $300,000 after purchasing an additional 106 shares during the period. Hedge funds and other institutional investors own 58.96% of the company’s stock.

Analyst Ratings Changes

A number of analysts recently issued reports on the company. Weiss Ratings cut International Business Machines from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Thursday, May 21st. Barclays assumed coverage on International Business Machines in a research report on Monday, June 1st. They issued an “overweight” rating and a $350.00 target price for the company. Needham & Company LLC assumed coverage on International Business Machines in a research report on Wednesday, June 3rd. They issued a “buy” rating for the company. Jefferies Financial Group decreased their target price on International Business Machines from $370.00 to $320.00 and set a “buy” rating for the company in a research report on Monday, April 20th. Finally, HSBC raised International Business Machines from a “reduce” rating to a “hold” rating and upped their target price for the company from $218.00 to $231.00 in a research report on Tuesday, April 28th. One research analyst has rated the stock with a Strong Buy rating, fourteen have issued a Buy rating and eight have assigned a Hold rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $304.17.

Key Stories Impacting International Business Machines

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

• Positive Sentiment: IBM expanded its free SkillsBuild AI training program in the UK and launched a global AI Builders Challenge, reinforcing its push to build demand for its AI services and position itself as a leader in workforce upskilling. IBM AI Upskilling Push Tests Long Term Growth Story For Investors
• Positive Sentiment: IBM deepened its collaboration with Google Cloud, launching a new consulting practice that combines IBM Consulting Advantage with Gemini Enterprise AI to help customers modernize systems and speed AI adoption. Can IBM Gain From Its Growing AI Collaboration With Google Cloud?
• Positive Sentiment: Market commentary says IBM’s new AI partnership with Google could open a “multi-billion-dollar opportunity,” which may support investor optimism about future revenue growth. As IBM Unlocks a ‘Multi-Billion-Dollar Opportunity’ With Google, The Stock Is a Buy
• Positive Sentiment: IBM’s ongoing quantum computing investment and broader AI strategy continue to support the company’s long-term innovation narrative, even if the payoff is still ahead. IBM Stock Slides as Company Bets $10 Billion on Quantum Computing
• Neutral Sentiment: IBM also presented at the Bank of America 2026 Global Technology Conference, but no major new catalysts were highlighted in the available summary. International Business Machines Corporation (IBM) Presents at Bank of America 2026 Global Technology Conference Transcript
• Negative Sentiment: Several reports focused on IBM stock slipping while the broader market was higher, suggesting investors are taking profits or reacting cautiously despite the company’s AI-related announcements. IBM (IBM) Stock Slides as Market Rises: Facts to Know Before You Trade
• Negative Sentiment: New IBM research showed many CIOs and CTOs face a growing AI control gap, with most accountable for systems they do not fully control and only a small share feeling fully prepared for large-scale AI deployment, which could raise concerns about enterprise AI risk and governance. New IBM Study Finds CIOs and CTOs Face Growing AI Control Gap as Enterprise Deployment Scales

International Business Machines Stock Down 1.4%

International Business Machines stock opened at $280.92 on Tuesday. The stock has a market capitalization of $264.03 billion, a price-to-earnings ratio of 24.84, a PEG ratio of 2.95 and a beta of 0.66. The stock has a 50 day moving average of $247.27 and a two-hundred day moving average of $270.69. International Business Machines Corporation has a twelve month low of $212.34 and a twelve month high of $332.46. The company has a current ratio of 0.80, a quick ratio of 0.76 and a debt-to-equity ratio of 1.75.

International Business Machines (NYSE:IBM) last issued its earnings results on Wednesday, April 22nd. The technology company reported $1.91 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.81 by $0.10. The business had revenue of $15.92 billion during the quarter, compared to the consensus estimate of $15.60 billion. International Business Machines had a return on equity of 37.23% and a net margin of 15.61%.The company’s revenue for the quarter was up 9.5% on a year-over-year basis. During the same period in the prior year, the business posted $1.60 EPS. As a group, research 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 announced a quarterly dividend, which will be paid on Wednesday, June 10th. Stockholders of record on Friday, May 8th will be paid a dividend of $1.69 per share. This is a positive change from International Business Machines’s previous quarterly dividend of $1.68. The ex-dividend date of this dividend is Friday, May 8th. This represents a $6.76 dividend on an annualized basis and a dividend yield of 2.4%. International Business Machines’s dividend payout ratio (DPR) is currently 59.77%.

International Business Machines Company 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.