Corient Private Wealth LLC Buys 1,484,026 Shares of International Business Machines Corporation $IBM

Corient Private Wealth LLC increased its stake in shares of International Business Machines Corporation (NYSE:IBM – Free Report) by 359.6% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 1,896,675 shares of the technology company’s stock after buying an additional 1,484,026 shares during the period. Corient Private Wealth LLC’s holdings in International Business Machines were worth $561,814,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Vanguard Group Inc. lifted its stake in International Business Machines by 1.5% in the fourth quarter. Vanguard Group Inc. now owns 97,216,131 shares of the technology company’s stock valued at $28,796,390,000 after purchasing an additional 1,439,824 shares during the last quarter. State Street Corp increased its position in International Business Machines by 1.0% in the fourth quarter. State Street Corp now owns 54,996,293 shares of the technology company’s stock worth $16,290,452,000 after buying an additional 518,321 shares during the last quarter. Geode Capital Management LLC increased its position in International Business Machines by 1.5% in the fourth quarter. Geode Capital Management LLC now owns 22,605,083 shares of the technology company’s stock worth $6,679,105,000 after buying an additional 336,069 shares during the last quarter. Capital World Investors raised its stake in shares of International Business Machines by 29.2% in the fourth 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. Finally, Norges Bank purchased a new position in shares of International Business Machines during the 4th quarter valued at $2,446,429,000. 58.96% of the stock is currently owned by hedge funds and other institutional investors.

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Trending Headlines about International Business Machines

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

• Negative Sentiment: IBM shares fell after Accenture narrowed its fiscal 2026 sales guidance, sparking concern that enterprise IT spending and services demand could be softer across the sector.
• Negative Sentiment: Market commentary said IBM stock remained under pressure intraday as traders reacted to the peer warning, with the move extending a recent downtrend in the shares.
• Neutral Sentiment: IBM also released a study highlighting rising AI dependencies and sovereignty risks for enterprises, which reinforces IBM’s positioning in AI governance but is not an immediate earnings catalyst.
• Neutral Sentiment: Reuters reported IBM executives discussing Europe’s push for tech sovereignty at the G7 and VivaTech, underscoring IBM’s relevance in AI and cloud infrastructure discussions, though this is more strategic than market-moving today.
• Positive Sentiment: Separately, IBM Maximo Application Suite was used in a successful SaaS migration for a major Asia-Pacific resort operator, showing continued enterprise adoption of IBM software. Sedin Technologies Completes IBM Maximo Application Suite SaaS Migration for Major Asia-Pacific Resort Operator Across Five Properties

Analysts Set New Price Targets

A number of brokerages have weighed in on IBM. BMO Capital Markets cut their target price on shares of International Business Machines from $290.00 to $270.00 and set a “market perform” rating for the company in a research report on Thursday, April 23rd. Oppenheimer lowered their target price on shares of International Business Machines from $380.00 to $320.00 and set an “outperform” rating on the stock in a report on Thursday, April 16th. Wedbush set a $350.00 price target on International Business Machines in a report on Tuesday, June 2nd. Needham & Company LLC started coverage on International Business Machines in a research note on Wednesday, June 3rd. They set a “buy” rating on the stock. Finally, Jefferies Financial Group dropped their price objective on International Business Machines from $370.00 to $320.00 and set a “buy” rating on the stock in a report on Monday, April 20th. One analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and seven have given a Hold rating to the company. Based on data from MarketBeat.com, International Business Machines currently has a consensus rating of “Moderate Buy” and a consensus target price of $304.17.

Read Our Latest Report on International Business Machines

International Business Machines Stock Performance

NYSE IBM opened at $249.72 on Friday. The company’s 50 day simple moving average is $251.29 and its two-hundred day simple moving average is $268.90. The company has a debt-to-equity ratio of 1.75, a current ratio of 0.80 and a quick ratio of 0.76. International Business Machines Corporation has a 1 year low of $212.34 and a 1 year high of $332.46. The stock has a market capitalization of $234.71 billion, a PE ratio of 22.08, a P/E/G ratio of 2.72 and a beta of 0.67.

International Business Machines (NYSE:IBM – Get Free Report) last released its quarterly 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 firm had revenue of $15.92 billion during 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 business’s revenue for the quarter was up 9.5% on a year-over-year basis. During the same period in the previous year, the business earned $1.60 EPS. Analysts predict that International Business Machines Corporation will post 12.38 earnings per share for the current fiscal year.

International Business Machines Increases Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, June 10th. Investors of record on Friday, May 8th were given a dividend of $1.69 per share. The ex-dividend date was Friday, May 8th. This is a positive change from International Business Machines’s previous quarterly dividend of $1.68. This represents a $6.76 annualized dividend and a yield of 2.7%. International Business Machines’s dividend payout ratio (DPR) is presently 59.77%.

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.

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