Arjuna Capital Has $3.32 Million Holdings in International Business Machines Corporation $IBM

Posted by Brenda Bartman on May 16th, 2026

Arjuna Capital lessened its holdings in shares of International Business Machines Corporation (NYSE:IBM – Free Report) by 18.4% during the fourth quarter, Holdings Channel.com reports. The institutional investor owned 11,209 shares of the technology company’s stock after selling 2,534 shares during the quarter. Arjuna Capital’s holdings in International Business Machines were worth $3,320,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors have also recently bought and sold shares of the business. Center for Financial Planning Inc. grew its position in shares of International Business Machines by 5.0% in the fourth quarter. Center for Financial Planning Inc. now owns 3,165 shares of the technology company’s stock valued at $938,000 after purchasing an additional 151 shares during the last quarter. Lawood & Co. acquired a new stake in International Business Machines during the fourth quarter worth approximately $2,180,000. Stephens Inc. AR grew its position in International Business Machines by 1.4% during the fourth quarter. Stephens Inc. AR now owns 70,856 shares of the technology company’s stock worth $20,962,000 after buying an additional 950 shares in the last quarter. AlphaCore Capital LLC grew its position in International Business Machines by 244.8% during the fourth quarter. AlphaCore Capital LLC now owns 25,825 shares of the technology company’s stock worth $7,650,000 after buying an additional 18,335 shares in the last quarter. Finally, DNB Asset Management AS grew its position in International Business Machines by 4.0% during the fourth quarter. DNB Asset Management AS now owns 290,284 shares of the technology company’s stock worth $85,985,000 after buying an additional 11,288 shares in the last quarter. Institutional investors and hedge funds own 58.96% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts recently issued reports on the company. Wedbush reissued an “outperform” rating and set a $320.00 price target on shares of International Business Machines in a research report on Wednesday, May 6th. Royal Bank Of Canada cut their target price on International Business Machines from $330.00 to $300.00 and set an “outperform” rating for the company in a research note on Wednesday, May 6th. Morgan Stanley upped their target price on International Business Machines from $215.00 to $225.00 and gave the stock an “equal weight” rating in a research note on Thursday, April 23rd. Citigroup initiated coverage on International Business Machines in a report on Friday, April 10th. They set a “buy” rating and a $285.00 price objective on the stock. Finally, DZ Bank raised International Business Machines from a “hold” rating to a “buy” rating and set a $295.00 price objective on the stock in a report on Friday, April 24th. One research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and seven have given a Hold rating to the company. According to data from MarketBeat.com, International Business Machines has an average rating of “Moderate Buy” and a consensus price target of $294.41.

Get Our Latest Stock Analysis on IBM

International Business Machines News Summary

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?

Insider Activity at International Business Machines

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

International Business Machines Stock Performance

IBM stock opened at $219.56 on Friday. The stock has a 50-day moving average price of $240.49 and a 200-day moving average price of $275.05. International Business Machines Corporation has a 1-year low of $212.34 and a 1-year high of $324.90. 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 firm has a market cap of $206.37 billion, a PE ratio of 19.41, a price-to-earnings-growth ratio of 2.26 and a beta of 0.58.

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

International Business Machines Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, June 10th. Stockholders of record on Friday, May 8th will be paid a $1.69 dividend. The ex-dividend date is Friday, May 8th. This represents a $6.76 annualized dividend and a dividend yield of 3.1%. This is a boost from International Business Machines’s previous quarterly dividend of $1.68. International Business Machines’s dividend payout ratio (DPR) is 59.77%.

About International Business Machines

(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.