International Business Machines Corporation $IBM Stock Holdings Lifted by Cassia Capital Partners LLC

Cassia Capital Partners LLC lifted its stake in shares of International Business Machines Corporation (NYSE:IBM) by 504.3% in the 1st quarter, HoldingsChannel.com reports. The fund owned 4,683 shares of the technology company’s stock after acquiring an additional 3,908 shares during the quarter. Cassia Capital Partners LLC’s holdings in International Business Machines were worth $1,135,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently modified their holdings of IBM. Family CFO Inc acquired a new position in shares of International Business Machines in the 4th quarter valued at $25,000. Basepoint Wealth LLC purchased a new position in International Business Machines in the 4th quarter worth about $25,000. Portus Wealth Advisors LLC acquired a new stake in International Business Machines during the 1st quarter worth about $26,000. Joseph Group Capital Management purchased a new stake in International Business Machines during the fourth quarter valued at about $28,000. Finally, Cornerstone Financial Management LLC purchased a new stake in International Business Machines during the fourth quarter valued at about $28,000. 58.96% of the stock is owned by institutional investors and hedge funds.

Key Stories Impacting 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 Analyst Weigh In

Several research analysts have recently weighed in on the stock. Citigroup lifted their target price on shares of International Business Machines from $285.00 to $375.00 and gave the stock a “buy” rating in a research report on Tuesday, June 2nd. Oppenheimer reduced their price target on shares of International Business Machines from $380.00 to $320.00 and set an “outperform” rating for the company in a research report on Thursday, April 16th. DZ Bank raised shares of International Business Machines from a “hold” rating to a “buy” rating and set a $295.00 price objective for the company in a research note on Friday, April 24th. Jefferies Financial Group assumed coverage on shares of International Business Machines in a research report on Tuesday, June 23rd. They set a “buy” rating on the stock. Finally, Piper Sandler raised shares of International Business Machines to an “overweight” rating in a research note on Tuesday, June 23rd. One research analyst has rated the stock with a Strong Buy rating, sixteen have assigned a Buy rating and nine have issued a Hold rating to the stock. According to data from MarketBeat, International Business Machines currently has a consensus rating of “Moderate Buy” and an average price target of $306.76.

International Business Machines Trading Up 1.8%

NYSE:IBM opened at $286.16 on Thursday. 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 fifty-two week low of $212.34 and a fifty-two week high of $332.46. The stock’s 50-day moving average is $255.59 and its two-hundred day moving average is $266.34. The stock has a market cap 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.

International Business Machines (NYSE:IBM) last issued its earnings results on Wednesday, April 22nd. The technology company reported $1.91 earnings per share for the quarter, beating analysts’ consensus estimates of $1.81 by $0.10. The company had revenue of $15.92 billion for 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 firm’s quarterly revenue was up 9.5% on a year-over-year basis. During the same quarter in the prior year, the company earned $1.60 EPS. 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 business also recently disclosed a quarterly dividend, which was paid on Wednesday, June 10th. Shareholders of record on Friday, May 8th were paid a $1.69 dividend. The ex-dividend date was Friday, May 8th. This represents a $6.76 annualized dividend and a yield of 2.4%. This is a boost from International Business Machines’s previous quarterly dividend of $1.68. 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.