Commerzbank Aktiengesellschaft FI Increases Holdings in International Business Machines Corporation $IBM

Posted by Brenda Bartman on Jul 21st, 2026

Commerzbank Aktiengesellschaft FI grew its position in International Business Machines Corporation (NYSE:IBM – Free Report) by 5.6% in the 1st quarter, according to its most recent filing with the SEC. The firm owned 682,590 shares of the technology company’s stock after buying an additional 35,971 shares during the period. International Business Machines accounts for approximately 3.5% of Commerzbank Aktiengesellschaft FI’s investment portfolio, making the stock its 7th largest holding. Commerzbank Aktiengesellschaft FI’s holdings in International Business Machines were worth $165,453,000 at the end of the most recent reporting period.

Several other large investors have also 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 valued at about $25,000. Basepoint Wealth LLC acquired a new stake in shares of International Business Machines during the 4th quarter worth approximately $25,000. Portus Wealth Advisors LLC bought a new stake in shares of International Business Machines during the first quarter worth approximately $26,000. Joseph Group Capital Management acquired a new position in International Business Machines in the fourth quarter valued at approximately $28,000. Finally, Cornerstone Financial Management LLC acquired a new position in International Business Machines in the fourth quarter valued at approximately $28,000. Institutional investors and hedge funds own 58.96% of the company’s stock.

More International Business Machines News

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

Negative Sentiment: IBM’s surprise Q2 pre-announcement and profit warning triggered multiple analyst target cuts, reinforcing fears that near-term earnings and guidance may be weaker than expected. IBM Stock: Analysts Cut Targets After Company’s Surprise Profit Warning
Negative Sentiment: Several reports say IBM’s recent plunge erased tens of billions in market value, with investors worried the company misjudged the pace of AI budget shifts and may face additional downside if full-year guidance is reduced. Why Did IBM Stock Plunge 25% in One Day? Preliminary Q2 Results Were Weak, But Not Terrible
Negative Sentiment: Law firms have launched investigations and shareholder-rights actions over alleged misrepresentations tied to IBM Z product slowdown disclosures, adding legal overhang to the stock. IBM Legal News: IBM Investigated for Misrepresentations about its IBM Z Product Slowdown – Investors Notified to Contact BFA Law
Neutral Sentiment: Some analysts remain constructive, arguing IBM’s current valuation now looks much cheaper after the selloff and that the stock could rebound if management restores confidence on software, consulting, and AI execution. Could IBM Be Worth More Broken Apart? Stifel Runs the Numbers
Neutral Sentiment: Preview pieces ahead of the full Q2 report suggest IBM’s consulting and software revenue trends may still benefit from AI, cloud, and cybersecurity demand, but investors are waiting for hard evidence after the warning. Can Y/Y Higher Consulting Revenues Benefit IBM’s Q2 Earnings?

Wall Street Analysts Forecast Growth

A number of analysts have commented on IBM shares. JPMorgan Chase & Co. lowered their target price on shares of International Business Machines from $291.00 to $250.00 and set an “overweight” rating for the company in a report on Friday. Roth Capital reissued a “buy” rating on shares of International Business Machines in a research note on Wednesday, June 3rd. Wedbush set a $350.00 price target on International Business Machines in a research report on Tuesday, June 2nd. HSBC set a $175.00 price objective on International Business Machines and gave the stock a “reduce” rating in a research note on Thursday. Finally, Bank of America increased their target price on International Business Machines from $315.00 to $330.00 and gave the company a “buy” rating in a research note on Monday, July 6th. Fifteen investment analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $289.83.

Read Our Latest Stock Analysis on International Business Machines

International Business Machines Stock Performance

Shares of IBM stock opened at $213.18 on Tuesday. The company has a debt-to-equity ratio of 1.75, a quick ratio of 0.76 and a current ratio of 0.80. The company has a market capitalization of $200.36 billion, a P/E ratio of 18.85, a price-to-earnings-growth ratio of 2.28 and a beta of 0.68. The company’s 50 day moving average price is $263.63 and its two-hundred day moving average price is $262.66. International Business Machines Corporation has a 52 week low of $204.44 and a 52 week high of $332.46.

International Business Machines (NYSE:IBM – Get Free Report) last announced its quarterly earnings results on Wednesday, April 22nd. The technology company reported $1.91 earnings per share for the quarter, beating analysts’ consensus estimates of $1.81 by $0.10. The firm 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 business’s revenue was up 9.5% on a year-over-year basis. During the same quarter in the previous year, the firm posted $1.60 earnings per share. On average, analysts expect that International Business Machines Corporation will post 12.28 earnings per share for the current fiscal year.

International Business Machines Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, June 10th. Investors of record on Friday, May 8th were given a $1.69 dividend. The ex-dividend date of this dividend was Friday, May 8th. This represents a $6.76 annualized dividend and a yield of 3.2%. This is an increase from International Business Machines’s previous quarterly dividend of $1.68. International Business Machines’s payout ratio 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.