Integrated Investment Consultants LLC Has $3.63 Million Holdings in International Business Machines Corporation $IBM

Integrated Investment Consultants LLC increased its position in shares of International Business Machines Corporation (NYSE:IBM) by 108.6% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 12,246 shares of the technology company’s stock after acquiring an additional 6,375 shares during the quarter. Integrated Investment Consultants LLC’s holdings in International Business Machines were worth $3,627,000 as of its most recent SEC filing.

A number of other large investors have also made changes to their positions in the company. Brighton Jones LLC increased its stake in International Business Machines by 12.4% in the 4th quarter. Brighton Jones LLC now owns 21,011 shares of the technology company’s stock valued at $4,619,000 after buying an additional 2,323 shares during the period. Sivia Capital Partners LLC increased its stake in 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 buying an additional 186 shares during the period. Jump Financial LLC acquired a new position in International Business Machines in the 2nd quarter valued at approximately $211,000. Ieq Capital LLC increased its stake in 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 buying an additional 843 shares during the period. Finally, Vivaldi Capital Management LP increased its stake in 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 buying an additional 106 shares during the period. Institutional investors and hedge funds own 58.96% of the company’s stock.

International Business Machines Stock Performance

IBM stock opened at $219.56 on Monday. The company has a quick ratio of 0.76, a current ratio of 0.80 and a debt-to-equity ratio of 1.75. The company has a market capitalization of $206.37 billion, a price-to-earnings ratio of 19.41, a P/E/G ratio of 2.27 and a beta of 0.58. International Business Machines Corporation has a 12 month low of $212.34 and a 12 month high of $324.90. The firm has a 50 day moving average of $240.49 and a two-hundred day moving average of $274.79.

International Business Machines (NYSE:IBM) last posted its earnings results on Wednesday, April 22nd. The technology company reported $1.91 EPS for the quarter, topping the consensus estimate of $1.81 by $0.10. The company had revenue of $15.92 billion during the quarter, compared to the consensus estimate of $15.60 billion. International Business Machines had a net margin of 15.61% and a return on equity of 37.23%. The company’s revenue for the quarter was up 9.5% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.60 earnings per share. As a group, equities analysts anticipate that International Business Machines Corporation will post 12.4 EPS 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. Shareholders of record on Friday, May 8th will be given a $1.69 dividend. This is a positive change from International Business Machines’s previous quarterly dividend of $1.68. This represents a $6.76 annualized dividend and a yield of 3.1%. The ex-dividend date of this dividend is Friday, May 8th. International Business Machines’s payout ratio is presently 59.77%.

Key Headlines Impacting International Business Machines

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

• Positive Sentiment: IBM introduced new cloud services — Red Hat AI Inference and OpenShift Virtualization — aimed at speeding enterprise AI adoption and secure virtual workload deployment, reinforcing its growth narrative in AI and cloud. IBM’s New AI Units And Services Reshape Enterprise Consulting Story
• Positive Sentiment: IBM is rolling out a new delivery model for consulting that uses senior-led teams and AI agents to turn enterprise strategy into execution faster, which could support services revenue and margins. A New Way to Make AI Actually Work in the Real World
• Positive Sentiment: OnQ said it has integrated IBM AS/400 systems into its Converge platform, a partnership that highlights IBM’s continued relevance in retail infrastructure and real-time inventory applications. OnQ Integrates IBM AS/400 into its Converge Platform, Bringing Real-Time Inventory to In-Store Retail Experiences
• Neutral Sentiment: One article said IBM shareholders may not see immediate upside after the Think 2026 event, even though analyst price targets still imply meaningful longer-term potential. No Upside For International Business Machines (IBM) Shareholders Post IBM Think 2026 Event
• Neutral Sentiment: Several recent writeups are mainly valuation and recovery discussions, noting IBM remains well below prior highs and may be attractive to long-term investors, but they do not point to a clear near-term catalyst. IBM: The Business Improved Faster Than Many Investors Realize
• Negative Sentiment: Some market commentary continues to frame IBM as a stock that has pulled back significantly from recent highs, which can weigh on sentiment despite the company’s operational progress. Catching Falling Knives: Is It Time to Buy These Beaten-Down Stocks?

Analysts Set New Price Targets

Several research analysts have weighed in on IBM shares. Jefferies Financial Group dropped their price objective on shares of International Business Machines from $370.00 to $320.00 and set a “buy” rating on the stock in a research note on Monday, April 20th. Stifel Nicolaus dropped their price objective on shares of International Business Machines from $340.00 to $290.00 and set a “buy” rating on the stock in a research note on Wednesday, April 8th. Oppenheimer dropped their price objective on shares of International Business Machines from $380.00 to $320.00 and set an “outperform” rating on the stock in a research note on Thursday, April 16th. HSBC upgraded shares of International Business Machines from a “reduce” rating to a “hold” rating and upped their price objective for the company from $218.00 to $231.00 in a research note on Tuesday, April 28th. Finally, Citigroup initiated coverage on shares of International Business Machines in a research note on Friday, April 10th. They issued a “buy” rating and a $285.00 price objective on the stock. One investment analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and seven have assigned a Hold rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $294.41.

Insider Buying and Selling

In other International Business Machines news, Director Michael Miebach bought 434 shares of the firm’s stock in a transaction on Wednesday, February 25th. The stock was bought at an average cost of $233.33 per share, with a total value of $101,265.22. Following the completion of the transaction, the director directly owned 434 shares of the company’s stock, valued at approximately $101,265.22. The trade was a ∞ increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. 0.27% of the stock is owned by corporate insiders.

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.