Kilner Capital Advisors LLC Makes New $783,000 Investment in International Business Machines Corporation $IBM

Posted by Brian Himes on Jun 8th, 2026

Kilner Capital Advisors LLC acquired a new stake in International Business Machines Corporation (NYSE:IBM – Free Report) in the 4th quarter, HoldingsChannel reports. The fund acquired 2,645 shares of the technology company’s stock, valued at approximately $783,000. International Business Machines accounts for 0.7% of Kilner Capital Advisors LLC’s investment portfolio, making the stock its 12th biggest holding.

Several other hedge funds and other institutional investors have also made changes to their positions in the business. VIRGINIA RETIREMENT SYSTEMS ET Al increased its stake in International Business Machines by 424.6% in the fourth quarter. VIRGINIA RETIREMENT SYSTEMS ET Al now owns 260,740 shares of the technology company’s stock valued at $77,234,000 after purchasing an additional 211,040 shares during the last quarter. GLOBALT Investments LLC GA lifted its position in shares of International Business Machines by 19.1% during the 4th quarter. GLOBALT Investments LLC GA now owns 18,288 shares of the technology company’s stock worth $5,417,000 after buying an additional 2,930 shares during the last quarter. Waverton Investment Management Ltd boosted its holdings in shares of International Business Machines by 3.3% in the 3rd quarter. Waverton Investment Management Ltd now owns 993,743 shares of the technology company’s stock valued at $280,439,000 after buying an additional 32,072 shares in the last quarter. Newbridge Financial Services Group Inc. boosted its holdings in shares of International Business Machines by 30.0% in the 4th quarter. Newbridge Financial Services Group Inc. now owns 13,122 shares of the technology company’s stock valued at $3,887,000 after buying an additional 3,029 shares in the last quarter. Finally, NEOS Investment Management LLC grew its position in shares of International Business Machines by 51.7% in the 3rd quarter. NEOS Investment Management LLC now owns 114,395 shares of the technology company’s stock valued at $32,278,000 after buying an additional 38,973 shares during the last quarter. Hedge funds and other institutional investors own 58.96% of the company’s stock.

International Business Machines Stock Performance

Shares of IBM opened at $285.06 on Monday. 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 $267.93 billion, a PE ratio of 25.20, a price-to-earnings-growth ratio of 2.95 and a beta of 0.67. The company’s 50 day simple moving average is $246.48 and its 200-day simple moving average is $270.76. International Business Machines Corporation has a 12-month low of $212.34 and a 12-month high of $332.46.

International Business Machines (NYSE:IBM – Get Free Report) last announced its earnings results on Wednesday, April 22nd. The technology company reported $1.91 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.81 by $0.10. The business had revenue of $15.92 billion for the quarter, compared to analyst estimates 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 last year, the firm posted $1.60 earnings per share. As a group, equities analysts predict that International Business Machines Corporation will post 12.4 EPS for the current year.

International Business Machines Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, June 10th. Stockholders of record on Friday, May 8th will be given a dividend of $1.69 per share. This represents a $6.76 dividend on an annualized basis and a dividend yield of 2.4%. This is a boost from International Business Machines’s previous quarterly dividend of $1.68. The ex-dividend date is Friday, May 8th. International Business Machines’s payout ratio is 59.77%.

Analyst Upgrades and Downgrades

IBM has been the topic of a number of recent analyst reports. JPMorgan Chase & Co. dropped their target price on shares of International Business Machines from $317.00 to $283.00 and set a “neutral” rating on the stock in a research report on Wednesday, March 18th. Jefferies Financial Group dropped their target price on shares of International Business Machines from $370.00 to $320.00 and set a “buy” rating on the stock in a research report on Monday, April 20th. Morgan Stanley increased their target price on shares of International Business Machines from $215.00 to $225.00 and gave the company an “equal weight” rating in a research report on Thursday, April 23rd. Roth Mkm reaffirmed a “buy” rating on shares of International Business Machines in a research report on Wednesday. Finally, BMO Capital Markets dropped their target price on shares of International Business Machines from $290.00 to $270.00 and set a “market perform” rating on the stock in a research report on Thursday, April 23rd. One equities research analyst has rated the stock with a Strong Buy rating, fourteen have given a Buy rating and eight have issued a Hold rating to the company’s stock. According to MarketBeat, International Business Machines has a consensus rating of “Moderate Buy” and a consensus target price of $304.17.

Check Out 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: Wedbush reportedly reset its IBM price target, citing stronger AI momentum and continued demand for IBM’s enterprise software and consulting offerings.
Positive Sentiment: IBM’s new strategic partnership with Google Cloud to scale enterprise AI adoption is being seen as a meaningful growth driver, with the deal aimed at helping customers modernize systems and bring AI into production faster. IBM and Google Cloud Announce Strategic Partnership to Scale AI with Human Expertise and AI‑Powered Delivery
Positive Sentiment: Several market commentary pieces highlighted IBM’s large quantum-computing investment as a long-term catalyst, with some analysts saying the company is strengthening its position in an emerging high-growth market. IBM Stock’s $10 Billion Quantum Catalyst Is Here
Positive Sentiment: Citi also pointed to IBM’s growing role in quantum computing, reinforcing the view that the company’s heavy spending could secure a leadership position in a market with major future upside.
Neutral Sentiment: IBM shares were included in broader market coverage of stocks making big moves, reflecting elevated trading interest but not adding a clearly new company-specific catalyst.
Negative Sentiment: A former IBM cybersecurity executive accused the company of covering up multiple foreign-government data breaches over the past decade, raising potential reputational and legal risks. Former cyber executive turned whistleblower accuses IBM of covering up several data breaches
Negative Sentiment: Another report repeated allegations that IBM and AT&T concealed foreign hacks, which could weigh on investor sentiment if the claims gain traction.

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.