9,659 Shares in International Business Machines Corporation $IBM Bought by Marble Wealth LLC

Marble Wealth LLC acquired a new position in shares of International Business Machines Corporation (NYSE:IBM) during the fourth quarter, Holdings Channel.com reports. The institutional investor acquired 9,659 shares of the technology company’s stock, valued at approximately $2,861,000.

A number of other institutional investors also recently bought and sold shares of the company. CVA Family Office LLC boosted its position in International Business Machines by 1.4% during the fourth quarter. CVA Family Office LLC now owns 2,389 shares of the technology company’s stock worth $708,000 after purchasing an additional 33 shares in the last quarter. Foster Group Inc. boosted its position in International Business Machines by 1.3% during the fourth quarter. Foster Group Inc. now owns 2,507 shares of the technology company’s stock worth $742,000 after purchasing an additional 33 shares in the last quarter. New Covenant Trust Company N.A. boosted its position in International Business Machines by 3.8% during the fourth quarter. New Covenant Trust Company N.A. now owns 905 shares of the technology company’s stock worth $264,000 after purchasing an additional 33 shares in the last quarter. McGowan Group Asset Management Inc. boosted its position in International Business Machines by 1.2% during the fourth quarter. McGowan Group Asset Management Inc. now owns 2,693 shares of the technology company’s stock worth $798,000 after purchasing an additional 33 shares in the last quarter. Finally, Marco Investment Management LLC boosted its position in International Business Machines by 0.3% during the third quarter. Marco Investment Management LLC now owns 10,774 shares of the technology company’s stock worth $3,040,000 after purchasing an additional 34 shares in the last quarter. 58.96% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting International Business Machines

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

• Positive Sentiment: IBM’s $10 billion quantum-computing investment plan boosted investor enthusiasm by signaling a long-term push to lead in fault-tolerant quantum systems. IBM Commits More Than $10 Billion to Quantum Computing
• Positive Sentiment: Barclays initiated coverage with an Overweight rating and a $350 price target, while Wedbush also raised its target, suggesting Wall Street sees more upside despite the run-up. Wedbush lifts IBM price target as AI transformation fears give way to execution confidence
• Positive Sentiment: Coverage highlighting IBM as a top quantum-computing beneficiary in 2026 added to momentum, with investors viewing IBM as a potential leader in the sector. Why IBM Could Be One of the Biggest Quantum Computing Winners in 2026
• Neutral Sentiment: Recent articles also pointed to IBM’s stock being expensive after the rally, with some analysts flagging overvaluation risk as expectations rose quickly. IBM Stock Surges on Trump Video, $10B Quantum Bet: Analysts Flag Overvaluation Risk
• Neutral Sentiment: IBM also benefited from broader AI/software optimism after Nvidia-related commentary eased fears that AI would displace enterprise software vendors, supporting the stock’s move. Arm, IBM and Hewlett Packard soar as Nvidia chip ‘reinvention’ extends software rally

Analysts Set New Price Targets

A number of research firms have commented on IBM. Stifel Nicolaus set a $290.00 target price on International Business Machines in a research report on Friday, May 22nd. Jefferies Financial Group decreased their target price on International Business Machines from $370.00 to $320.00 and set a “buy” rating on the stock in a research report on Monday, April 20th. HSBC upgraded International Business Machines from a “reduce” rating to a “hold” rating and boosted their target price for the stock from $218.00 to $231.00 in a research report on Tuesday, April 28th. Citigroup reiterated a “buy” rating on shares of International Business Machines in a research report on Tuesday. Finally, Weiss Ratings downgraded International Business Machines from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Thursday, May 21st. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and eight have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $299.17.

International Business Machines Stock Up 2.9%

Shares of NYSE:IBM opened at $329.72 on Wednesday. The company has a quick ratio of 0.76, a current ratio of 0.80 and a debt-to-equity ratio of 1.75. International Business Machines Corporation has a 52-week low of $212.34 and a 52-week high of $332.46. The stock’s fifty day simple moving average is $241.55 and its 200-day simple moving average is $270.75. The company has a market capitalization of $309.90 billion, a P/E ratio of 29.15, a P/E/G ratio of 3.32 and a beta of 0.67.

International Business Machines (NYSE:IBM) last issued its quarterly earnings data on Wednesday, April 22nd. The technology company reported $1.91 earnings per share (EPS) 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 the consensus estimate of $15.60 billion. During the same period in the prior year, the business earned $1.60 earnings per share. The business’s revenue was up 9.5% on a year-over-year basis. As a group, equities research analysts forecast 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 announced a quarterly dividend, which will be paid on Wednesday, June 10th. Investors of record on Friday, May 8th will be given a dividend of $1.69 per share. This represents a $6.76 annualized dividend and a yield of 2.1%. This is a boost from International Business Machines’s previous quarterly dividend of $1.68. The ex-dividend date is Friday, May 8th. International Business Machines’s dividend payout ratio (DPR) is currently 59.77%.

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.