Tredje AP fonden Invests $12.28 Million in International Business Machines Corporation $IBM

Posted by Stanley Muller on May 20th, 2026

Tredje AP fonden acquired a new position in International Business Machines Corporation (NYSE:IBM – Free Report) during the 4th quarter, Holdings Channel reports. The firm acquired 41,466 shares of the technology company’s stock, valued at approximately $12,283,000.

Other institutional investors have also recently made changes to their positions in the company. Family CFO Inc bought a new position in shares of International Business Machines in the 4th quarter worth approximately $25,000. Joseph Group Capital Management bought a new position in shares of International Business Machines in the 4th quarter worth approximately $28,000. SWAN Capital LLC bought a new position in shares of International Business Machines in the 3rd quarter worth approximately $28,000. DecisionPoint Financial LLC lifted its stake in shares of International Business Machines by 1,666.7% in the 4th quarter. DecisionPoint Financial LLC now owns 106 shares of the technology company’s stock worth $31,000 after purchasing an additional 100 shares during the period. Finally, LFA Lugano Financial Advisors SA bought a new position in shares of International Business Machines in the 4th quarter worth approximately $31,000. Institutional investors own 58.96% of the company’s stock.

International Business Machines Price Performance

NYSE IBM opened at $222.30 on Wednesday. International Business Machines Corporation has a 12 month low of $212.34 and a 12 month high of $324.90. The stock has a market cap of $208.94 billion, a price-to-earnings ratio of 19.66, a PEG ratio of 2.31 and a beta of 0.58. The company’s 50 day moving average is $239.09 and its two-hundred day moving average is $273.55. The company has a current ratio of 0.80, a quick ratio of 0.76 and a debt-to-equity ratio of 1.75.

International Business Machines (NYSE:IBM – Get Free Report) last released its earnings results on Wednesday, April 22nd. The technology company reported $1.91 EPS for the quarter, topping analysts’ consensus estimates of $1.81 by $0.10. International Business Machines had a net margin of 15.61% and a return on equity of 37.23%. The company had revenue of $15.92 billion for the quarter, compared to analysts’ expectations of $15.60 billion. During the same quarter last year, the business earned $1.60 EPS. The firm’s revenue was up 9.5% compared to the same quarter last year. As a group, research analysts anticipate that International Business Machines Corporation will post 12.4 earnings per share for the current year.

International Business Machines Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, June 10th. Shareholders of record on Friday, May 8th will be issued a dividend of $1.69 per share. This is an increase from International Business Machines’s previous quarterly dividend of $1.68. The ex-dividend date of this dividend is Friday, May 8th. This represents a $6.76 dividend on an annualized basis and a yield of 3.0%. International Business Machines’s payout ratio is 59.77%.

Insider Transactions at International Business Machines

In related news, Director Michael Miebach acquired 434 shares of the business’s stock in a transaction on Wednesday, February 25th. The stock was acquired at an average cost of $233.33 per share, with a total value of $101,265.22. Following the acquisition, the director directly owned 434 shares in the company, valued at $101,265.22. This represents a ∞ increase in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. 0.27% of the stock is currently owned by company insiders.

Key Stories Impacting International Business Machines

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

Positive Sentiment: IBM announced an expanded AI-powered security portfolio and said it is strengthening its work with Anthropic through Project Glasswing, which could support longer-term demand for its enterprise security offerings. IBM Brings Its Most Advanced AI-Powered Security Portfolio to Clients, and is Strengthened by Ongoing Project Glasswing Work
Positive Sentiment: IBM also continues to benefit from AI and hybrid cloud partnership activity, including the expanded Oracle-IBM collaboration and IBM Consulting’s work on large digital transformation projects, reinforcing its role in enterprise infrastructure. Oracle IBM AI Cloud Alliance And What It Might Mean For ORCL Valuation
Neutral Sentiment: Analyst commentary remains mixed: RBC Capital Markets cut its price target on IBM but kept an Outperform rating, while other articles noted IBM remains one of the most closely watched stocks. RBC Capital Markets Lowers IBM PT while Keeping Bullish Rating
Neutral Sentiment: Recent coverage also highlights that IBM has solid earnings and long-term upside in AI and quantum infrastructure, but the stock has been volatile and has struggled to sustain momentum. 2 Quantum Hyperscaler Stocks With 30% Price Target to Watch in May
Negative Sentiment: A recent market note said IBM has been one of the weakest mega-cap names in 2026, with the stock down sharply this year even after better-than-expected earnings, suggesting investors remain unconvinced that the fundamentals justify the valuation. IBM Stock Leads Mega-Cap Stock Decliners as Market Volatility Triggers Steep Selloff. That Doesn’t Tell You the Whole Story.

Analyst Upgrades and Downgrades

IBM has been the topic of several recent research reports. UBS Group upgraded shares of International Business Machines from a “sell” rating to a “neutral” rating and set a $236.00 price objective on the stock in a research note on Wednesday, February 25th. Wedbush reiterated an “outperform” rating and issued a $320.00 price objective on shares of International Business Machines in a research note on Wednesday, May 6th. Argus set a $360.00 price objective on shares of International Business Machines in a research note on Friday, January 30th. Weiss Ratings cut shares of International Business Machines from a “buy (b)” rating to a “buy (b-)” rating in a research note on Monday, May 4th. Finally, Stifel Nicolaus decreased their target price 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. One equities research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and seven have given a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $294.41.

View Our Latest Report on International Business Machines

International Business Machines Profile

(Free Report)

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.

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Institutional Ownership by Quarter for International Business Machines (NYSE:IBM)

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