Personal CFO Solutions LLC Raises Stake in International Business Machines Corporation $IBM

Personal CFO Solutions LLC lifted its stake in shares of International Business Machines Corporation (NYSE:IBM) by 41.5% during the 1st quarter, Holdings Channel reports. The fund owned 7,374 shares of the technology company’s stock after buying an additional 2,164 shares during the quarter. Personal CFO Solutions LLC’s holdings in International Business Machines were worth $1,787,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in IBM. Basepoint Wealth LLC purchased a new position in International Business Machines during the fourth quarter worth about $25,000. Family CFO Inc acquired a new stake in International Business Machines in the 4th quarter valued at approximately $25,000. Joseph Group Capital Management purchased a new stake in International Business Machines in the fourth quarter valued at approximately $28,000. Cornerstone Financial Management LLC purchased a new position in shares of International Business Machines during the fourth quarter worth $28,000. Finally, SWAN Capital LLC purchased a new stake in shares of International Business Machines in the 3rd quarter valued at $28,000. Institutional investors and hedge funds own 58.96% of the company’s stock.

International Business Machines News Summary

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

• Positive Sentiment: IBM launched new compact z17 and LinuxONE 5 systems, expanding its enterprise infrastructure lineup with more flexible rack-mount and single-frame options, AI/automation upgrades, and better security features. IBM Launches Compact z17 and LinuxONE Systems to Address Data Center Space and Cost Constraints
• Positive Sentiment: Investor sentiment improved after Bank of America raised its price target on IBM to $330, reinforcing the view that the stock still has upside despite its recent rally. International Business Machines (NYSE:IBM) Given New $330.00 Price Target at Bank of America
• Positive Sentiment: IBM also announced Project Lightwell, an open-source security initiative aimed at reducing software supply-chain and code-remediation risks for large enterprises, which could strengthen its cybersecurity positioning. IBM Launches Project Lightwell to Tackle Open-Source Security Risks
• Neutral Sentiment: IBM said it will report second-quarter 2026 results on July 22, keeping attention on whether recent product momentum translates into stronger revenue, margins, or guidance. IBM to Announce Second-Quarter 2026 Financial Results
• Neutral Sentiment: Analysts and market commentary continue to frame IBM as an AI-infrastructure and quantum-computing beneficiary, but the stock’s move also reflects traders positioning ahead of earnings and digesting valuation questions after the recent run-up. International Business Machines (IBM) Unveils New AI Infrastructure, Is The Stock Fully Priced?

Analyst Upgrades and Downgrades

IBM has been the subject of several research reports. BMO Capital Markets dropped their price target on shares of International Business Machines from $290.00 to $270.00 and set a “market perform” rating for the company in a research note on Thursday, April 23rd. Royal Bank Of Canada reaffirmed an “outperform” rating on shares of International Business Machines in a research report on Tuesday, June 23rd. Citigroup lifted their price target on International Business Machines from $285.00 to $375.00 and gave the stock a “buy” rating in a report on Tuesday, June 2nd. Barclays initiated coverage on International Business Machines in a report on Monday, June 1st. They issued an “overweight” rating and a $350.00 price target for the company. Finally, Weiss Ratings cut shares of International Business Machines from a “buy (b-)” rating to a “hold (c+)” rating in a report on Wednesday, June 24th. Sixteen analysts have rated the stock with a Buy rating and nine have assigned a Hold rating to the company’s stock. According to data from MarketBeat, International Business Machines has an average rating of “Moderate Buy” and an average price target of $306.47.

International Business Machines Price Performance

IBM stock opened at $302.18 on Thursday. The company has a current ratio of 0.80, a quick ratio of 0.76 and a debt-to-equity ratio of 1.75. The company has a market capitalization of $284.01 billion, a P/E ratio of 26.72, a PEG ratio of 2.95 and a beta of 0.68. The business has a 50 day simple moving average of $261.32 and a 200-day simple moving average of $266.06. International Business Machines Corporation has a twelve month low of $212.34 and a twelve month high of $332.46.

International Business Machines (NYSE:IBM) last announced its earnings results on Wednesday, April 22nd. The technology company reported $1.91 EPS for the quarter, beating analysts’ consensus estimates of $1.81 by $0.10. The business had revenue of $15.92 billion for the quarter, compared to analysts’ expectations 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 quarterly revenue was up 9.5% on a year-over-year basis. During the same period in the previous year, the company posted $1.60 EPS. As a group, equities analysts anticipate that International Business Machines Corporation will post 12.45 EPS for the current year.

International Business Machines Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, June 10th. Investors of record on Friday, May 8th were issued a dividend of $1.69 per share. This is an increase from International Business Machines’s previous quarterly dividend of $1.68. This represents a $6.76 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date of this dividend was Friday, May 8th. International Business Machines’s dividend payout ratio is 59.77%.

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.