PensionDanmark Pensionsforsikringsaktieselskab Has $52.55 Million Stock Position in International Business Machines Corporation $IBM

PensionDanmark Pensionsforsikringsaktieselskab increased its position in shares of International Business Machines Corporation (NYSE:IBM) by 13.0% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 186,873 shares of the technology company’s stock after buying an additional 21,523 shares during the period. PensionDanmark Pensionsforsikringsaktieselskab’s holdings in International Business Machines were worth $52,551,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Vanguard Group Inc. lifted its position in International Business Machines by 1.5% during the 4th quarter. Vanguard Group Inc. now owns 97,216,131 shares of the technology company’s stock worth $28,796,390,000 after acquiring an additional 1,439,824 shares during the last quarter. State Street Corp grew its position in shares of International Business Machines by 1.0% in the fourth quarter. State Street Corp now owns 54,996,293 shares of the technology company’s stock valued at $16,290,452,000 after purchasing an additional 518,321 shares during the last quarter. Geode Capital Management LLC increased its stake in shares of International Business Machines by 1.5% in the fourth quarter. Geode Capital Management LLC now owns 22,605,083 shares of the technology company’s stock worth $6,679,105,000 after purchasing an additional 336,069 shares during the period. Capital World Investors increased its stake in shares of International Business Machines by 29.2% in the fourth quarter. Capital World Investors now owns 22,021,912 shares of the technology company’s stock worth $6,523,720,000 after purchasing an additional 4,976,756 shares during the period. Finally, Bank of America Corp DE lifted its position in shares of International Business Machines by 7.0% during the 1st quarter. Bank of America Corp DE now owns 16,063,653 shares of the technology company’s stock worth $3,893,669,000 after purchasing an additional 1,049,602 shares during the last quarter. 58.96% of the stock is currently 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’s Maximo Application Suite as a Service received FedRAMP Moderate authorization, allowing U.S. federal agencies to use its cloud-based asset-management tools in regulated environments. The approval could expand IBM’s government software pipeline and reinforce its position in secure hybrid cloud services. IBM Maximo Application Suite Achieves FedRAMP Moderate Authorization
• Neutral Sentiment: IBM CEO Arvind Krishna said quantum computing could begin contributing meaningfully to revenue and profit by 2028 or 2029. The forecast supports IBM’s long-term technology narrative, but the benefits remain several years away and are unlikely to offset current mainframe concerns. IBM’s Arvind Krishna Predicts Quantum Computing Will Become a Meaningful Business by 2028
• Neutral Sentiment: IBM reportedly transferred nearly 1,000 blockchain patents to Circle, which may provide incremental monetization and demonstrate the value of IBM’s intellectual property portfolio. However, the transaction is not presented as a major near-term earnings catalyst. Circle’s IBM Patent Deal Could Redraw the Stablecoin Infrastructure Race
• Negative Sentiment: Hagens Berman and Bleichmar Fonti & Auld announced investigations into potential securities-law violations tied to alleged misrepresentations concerning the IBM Z product slowdown. The investigations follow the approximately 25% one-day decline reported after IBM’s July 14 preview of weak second-quarter results, adding legal and reputational overhang. The announcements are allegations, not findings of wrongdoing. IBM $68 Billion Wipeout Amid Z Shortfall Triggers Investigation
• Negative Sentiment: Kyndryl’s earnings commentary cited persistent IBM-related revenue declines, suggesting continued pressure in IBM’s legacy infrastructure and services ecosystem. This reinforces investor concerns that AI-led growth may not yet be fully compensating for weakness in traditional businesses. Kyndryl Earnings Call Highlights

Wall Street Analyst Weigh In

A number of analysts have issued reports on IBM shares. Robert W. Baird began coverage on International Business Machines in a report on Tuesday, July 21st. They issued a “neutral” rating and a $230.00 target price on the stock. JPMorgan Chase & Co. cut their price target on International Business Machines from $291.00 to $250.00 and set an “overweight” rating for the company in a report on Friday, July 17th. Barclays reduced their price objective on International Business Machines from $288.00 to $262.00 and set an “overweight” rating for the company in a research report on Thursday, July 23rd. DZ Bank upgraded shares of International Business Machines from a “hold” rating to a “buy” rating and set a $295.00 price objective on the stock in a research note on Friday, April 24th. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating and set a $270.00 target price on shares of International Business Machines in a research report on Tuesday, July 21st. Fifteen research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, International Business Machines currently has a consensus rating of “Moderate Buy” and an average target price of $265.40.

International Business Machines Trading Down 1.0%

Shares of IBM opened at $233.52 on Friday. The stock’s 50-day moving average price is $259.82 and its 200 day moving average price is $255.42. The company has a quick ratio of 0.74, a current ratio of 0.79 and a debt-to-equity ratio of 1.63. The firm has a market capitalization of $220.01 billion, a price-to-earnings ratio of 20.72, a P/E/G ratio of 2.31 and a beta of 0.70. International Business Machines Corporation has a 12-month low of $199.19 and a 12-month high of $332.46.

International Business Machines (NYSE:IBM) last announced its quarterly earnings data on Wednesday, July 22nd. The technology company reported $2.93 EPS for the quarter, hitting analysts’ consensus estimates of $2.93. The company had revenue of $17.16 billion during 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%.The company’s quarterly revenue was up 1.1% on a year-over-year basis. During the same quarter last year, the company earned $2.80 EPS. As a group, research analysts predict that International Business Machines Corporation will post 12.34 earnings per share for the current year.

International Business Machines Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Monday, August 10th will be paid a dividend of $1.69 per share. The ex-dividend date is Monday, August 10th. This represents a $6.76 dividend on an annualized basis and a yield of 2.9%. International Business Machines’s payout ratio is currently 59.98%.

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.