International Business Machines Corporation $IBM Shares Purchased by Kentucky Retirement Systems

Posted by Brenda Bartman on Jul 30th, 2026

Kentucky Retirement Systems increased its holdings in shares of International Business Machines Corporation (NYSE:IBM – Free Report) by 44.3% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 84,271 shares of the technology company’s stock after purchasing an additional 25,855 shares during the period. Kentucky Retirement Systems’ holdings in International Business Machines were worth $20,426,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Norges Bank acquired a new stake in International Business Machines during the 4th quarter worth about $2,446,429,000. Capital World Investors lifted its holdings in shares of International Business Machines by 29.2% in the 4th quarter. Capital World Investors now owns 22,021,912 shares of the technology company’s stock valued at $6,523,720,000 after buying an additional 4,976,756 shares during the period. Price T Rowe Associates Inc. MD boosted its stake in shares of International Business Machines by 83.4% in the fourth quarter. Price T Rowe Associates Inc. MD now owns 5,617,117 shares of the technology company’s stock worth $1,663,847,000 after buying an additional 2,553,552 shares during the last quarter. Corient Private Wealth LLC boosted its stake in shares of International Business Machines by 359.6% in the fourth quarter. Corient Private Wealth LLC now owns 1,896,675 shares of the technology company’s stock worth $561,814,000 after buying an additional 1,484,026 shares during the last quarter. Finally, Vanguard Group Inc. grew its holdings in International Business Machines by 1.5% during the fourth 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 period. 58.96% of the stock is currently owned by institutional investors and hedge funds.

International Business Machines Stock Down 0.4%

International Business Machines stock opened at $226.64 on Thursday. The company has a debt-to-equity ratio of 1.63, a current ratio of 0.79 and a quick ratio of 0.74. The stock has a market capitalization of $213.52 billion, a PE ratio of 20.11, a price-to-earnings-growth ratio of 2.23 and a beta of 0.68. The business has a 50 day simple moving average of $262.92 and a 200-day simple moving average of $258.62. 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 – Get Free Report) last announced its earnings results on Wednesday, July 22nd. The technology company reported $2.93 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $2.93. International Business Machines had a return on equity of 35.65% and a net margin of 15.52%.The firm had revenue of $17.16 billion for the quarter, compared to analyst estimates of $17.46 billion. During the same quarter last year, the firm posted $2.80 EPS. The business’s revenue was up 1.1% on a year-over-year basis. On average, analysts anticipate that International Business Machines Corporation will post 12.34 EPS for the current fiscal year.

International Business Machines Announces Dividend

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

Key International Business Machines News

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

Positive Sentiment: IBM’s second-quarter results were viewed as better than the headline revenue miss suggested. Earnings per share matched the $2.93 consensus estimate, revenue increased 1.1% year over year, and investors noted encouraging trends in margins, cash generation and the company’s recurring software and consulting businesses. IBM Stock: 3 Reasons Q2 Earnings Weren’t as Bad as Investors Feared
Positive Sentiment: A native Resecurity integration with IBM QRadar SIEM expands the platform’s threat-intelligence ecosystem. The development supports IBM’s positioning as a hub for AI-ready cybersecurity data and could benefit demand for automated defenses as AI-enabled attacks increase. Is IBM Quietly Turning QRadar Into the Core of Its AI Security Investment Story?
Positive Sentiment: IBM’s latest data-breach report highlights a growing cybersecurity market: one in four malicious breaches is now AI-enabled, with average costs of about $6 million. Rising breach severity may strengthen the business case for IBM’s security and consulting offerings. IBM Study: One in Four Malicious Breaches are AI-Enabled
Neutral Sentiment: IBM’s sale of nearly 1,000 blockchain patents to Circle monetizes non-core intellectual property and allows greater focus on AI and quantum computing, although it also underscores the company’s retreat from blockchain-related initiatives. Circle Acquires IBM’s Entire Blockchain Patent Portfolio
Negative Sentiment: Analysts at Erste Group reduced their IBM EPS estimates modestly for fiscal 2026 and 2027. The revisions reinforce concerns that slowing growth, particularly in IBM Z, could limit earnings momentum.
Negative Sentiment: Several law firms have announced investigations into potential securities-law violations tied to IBM’s disclosures about new business deals and the IBM Z outlook. These announcements are allegations, not findings, but add headline and litigation risk after the sharp selloff. IBM Securities Fraud Investigation

Analyst Ratings Changes

A number of research analysts have issued reports on IBM shares. Wedbush set a $350.00 price target on International Business Machines in a report on Tuesday, June 2nd. DZ Bank raised 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. Piper Sandler raised shares of International Business Machines to an “overweight” rating in a report on Tuesday, June 23rd. Susquehanna decreased their target price on shares of International Business Machines from $303.00 to $225.00 and set a “neutral” rating for the company in a research note on Friday, July 24th. Finally, Royal Bank Of Canada reissued an “outperform” rating and set a $270.00 price target on shares of International Business Machines in a report on Tuesday, July 21st. Fifteen equities research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $265.40.

Read Our Latest Report on IBM

International Business Machines Company 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.