Janus Henderson Group PLC Trims Stock Holdings in International Business Machines Corporation $IBM

Janus Henderson Group PLC trimmed its stake in shares of International Business Machines Corporation (NYSE:IBM) by 3.1% during the first quarter, HoldingsChannel.com reports. The firm owned 302,610 shares of the technology company’s stock after selling 9,634 shares during the quarter. Janus Henderson Group PLC’s holdings in International Business Machines were worth $73,354,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors have also bought and sold shares of IBM. McGowan Group Asset Management Inc. raised its position in shares of International Business Machines by 1.2% in the fourth quarter. McGowan Group Asset Management Inc. now owns 2,693 shares of the technology company’s stock worth $798,000 after buying an additional 33 shares in the last quarter. Exencial Wealth Advisors LLC lifted its position in International Business Machines by 0.4% in the 4th quarter. Exencial Wealth Advisors LLC now owns 7,874 shares of the technology company’s stock worth $2,332,000 after buying an additional 34 shares during the last quarter. Howard Capital Management Inc. boosted its stake in shares of International Business Machines by 0.5% in the 4th quarter. Howard Capital Management Inc. now owns 6,793 shares of the technology company’s stock valued at $2,012,000 after purchasing an additional 35 shares in the last quarter. Prasad Wealth Partners LLC grew its stake in shares of International Business Machines by 1.0% during the fourth quarter. Prasad Wealth Partners LLC now owns 3,604 shares of the technology company’s stock valued at $1,068,000 after buying an additional 35 shares during the last quarter. Finally, Orca Wealth Management LLC grew its position in International Business Machines by 3.7% during the 4th quarter. Orca Wealth Management LLC now owns 975 shares of the technology company’s stock worth $285,000 after acquiring an additional 35 shares during the last quarter. Institutional investors own 58.96% of the company’s stock.

International Business Machines Stock Up 1.2%

International Business Machines stock opened at $224.39 on Friday. The stock has a market cap of $211.41 billion, a PE ratio of 19.91, a price-to-earnings-growth ratio of 2.19 and a beta of 0.68. The company has a debt-to-equity ratio of 1.63, a quick ratio of 0.74 and a current ratio of 0.79. International Business Machines Corporation has a one year low of $199.19 and a one year high of $332.46. The stock has a fifty day moving average of $261.71 and a 200 day moving average of $257.81.

International Business Machines (NYSE:IBM) last posted its earnings results on Wednesday, July 22nd. The technology company reported $2.93 earnings per share for the quarter, meeting analysts’ consensus estimates of $2.93. The company had revenue of $17.16 billion for the quarter, compared to the consensus estimate of $17.46 billion. International Business Machines had a return on equity of 35.65% and a net margin of 15.52%.International Business Machines’s revenue was up 1.1% on a year-over-year basis. During the same quarter in the prior year, the company earned $2.80 earnings per share. As a group, sell-side analysts predict that International Business Machines Corporation will post 12.34 EPS for the current year.

International Business Machines Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Monday, August 10th will be given a dividend of $1.69 per share. The ex-dividend date is Monday, August 10th. This represents a $6.76 annualized dividend and a yield of 3.0%. International Business Machines’s payout ratio is 59.98%.

Wall Street Analysts Forecast Growth

A number of research firms have issued reports on IBM. Oppenheimer cut shares of International Business Machines from an “outperform” rating to a “market perform” rating in a research report on Wednesday, July 15th. Piper Sandler upgraded shares of International Business Machines to an “overweight” rating in a report on Tuesday, June 23rd. Roth Capital reaffirmed a “buy” rating on shares of International Business Machines in a research report on Wednesday, June 3rd. DZ Bank raised shares of International Business Machines from a “hold” rating to a “buy” rating and set a $295.00 target price for the company in a report on Friday, April 24th. Finally, Argus lowered their price target on International Business Machines from $360.00 to $280.00 and set a “buy” rating on the stock in a report on Thursday, July 16th. Fifteen analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $265.40.

Key International Business Machines News

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

• Positive Sentiment: Enterprise AI and hybrid-cloud momentum: IBM’s focus on secure, governed and hybrid AI could appeal to large enterprises concerned about data control. Recurring software growth, Red Hat momentum and a growing AI-consulting backlog support the company’s 2026 outlook. However, converting demand into sustained revenue is expected to take time. IBM’s Enterprise AI Strategy Targets Security, Data Control and Trust IBM’s Hybrid Cloud and AI Shift Is Reshaping Its 2026 Growth Outlook
• Positive Sentiment: Quantum-computing milestones: IBM and research partners reported demonstrations of “quantum advantage,” including simulations and logical-circuit work that reportedly exceed practical classical-computing capabilities. The results strengthen IBM’s technology narrative and could support longer-term commercial opportunities, although quantum revenue remains an emerging story. IBM and Algorithmiq Demonstrate Quantum Advantage
• Positive Sentiment: Banking-platform collaboration: IBM, Accenture and UniCredit are collaborating on a next-generation European banking platform, providing validation for IBM’s enterprise technology and consulting capabilities. UniCredit, Accenture and IBM Collaborate on Banking Platform
• Neutral Sentiment: Mixed valuation setup: The pullback has made IBM appear more attractively priced, but analysts still point to modest growth, leverage and a valuation that is not clearly cheap. Recent quarterly results met EPS expectations, while revenue fell short of consensus and rose only about 1% year over year.
• Negative Sentiment: Legal-investigation notices: Several law firms announced investigations into potential securities-law violations following IBM’s stock decline. These announcements are often promotional and do not establish wrongdoing, but they can add short-term headline pressure and uncertainty. Pomerantz IBM Investor Investigation

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.