International Business Machines Corporation $IBM Stock: Rakuten Investment Management Inc. Raises Stake

Posted by Brian Himes on Nov 4th, 2026

Rakuten Investment Management Inc. lifted its holdings in shares of International Business Machines Corporation (NYSE:IBM – Free Report) by 10.0% in the 3rd quarter, Holdings Channel reports. The firm owned 168,956 shares of the technology company’s stock after acquiring an additional 15,334 shares during the period. Rakuten Investment Management Inc.’s holdings in International Business Machines were worth $37,169,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of IBM. Harborfront Financial Group LLC purchased a new position in International Business Machines in the 2nd quarter worth approximately $27,000. Hara Capital LLC purchased a new stake in shares of International Business Machines during the 2nd quarter valued at $28,000. Bare Financial Services Inc raised its position in shares of International Business Machines by 114.6% during the 2nd quarter. Bare Financial Services Inc now owns 103 shares of the technology company’s stock valued at $29,000 after buying an additional 55 shares in the last quarter. Caitlin John LLC purchased a new stake in shares of International Business Machines during the 2nd quarter valued at $35,000. Finally, Osbon Capital Management LLC bought a new stake in shares of International Business Machines during the 2nd quarter worth $37,000. 58.96% of the stock is owned by hedge funds and other institutional investors.

International Business Machines Stock Down 1.1%

Shares of NYSE:IBM opened at $249.83 on Wednesday. The stock has a market capitalization of $236.12 billion, a P/E ratio of 21.30, a price-to-earnings-growth ratio of 2.49 and a beta of 0.78. The stock’s 50-day moving average price is $235.88 and its 200-day moving average price is $249.39. The company has a current ratio of 0.85, a quick ratio of 0.80 and a debt-to-equity ratio of 1.57. 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 released its earnings results on Wednesday, October 21st. The technology company reported $2.95 earnings per share for the quarter, beating analysts’ consensus estimates of $2.85 by $0.10. The company had revenue of $17.10 billion during the quarter, compared to analyst estimates of $16.82 billion. International Business Machines had a return on equity of 34.37% and a net margin of 15.99%. International Business Machines’s revenue for the quarter was up 4.7% on a year-over-year basis. During the same quarter in the previous year, the company posted $2.65 EPS. On average, equities analysts anticipate that International Business Machines Corporation will post 12.41 earnings per share for the current year.

International Business Machines Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, December 10th. Shareholders of record on Tuesday, November 10th will be paid a $1.69 dividend. This represents a $6.76 dividend on an annualized basis and a yield of 2.7%. The ex-dividend date of this dividend is Tuesday, November 10th. International Business Machines’s payout ratio is 57.63%.

Insider Buying and Selling

In other International Business Machines news, SVP Robert Thomas sold 25,000 shares of the business’s stock in a transaction that occurred on Wednesday, August 26th. The stock was sold at an average price of $230.32, for a total value of $5,758,000.00. Following the completion of the sale, the senior vice president owned 47,800 shares in the company, valued at approximately $11,009,296. The trade was a 34.34% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. 0.27% of the stock is owned by company insiders.

Analysts Set New Price Targets

Several research analysts recently issued reports on IBM shares. Robert W. Baird upped their target price on shares of International Business Machines from $230.00 to $260.00 and gave the stock a “neutral” rating in a research report on Thursday, October 22nd. Weiss Ratings downgraded International Business Machines from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Thursday, October 29th. Sanford C. Bernstein dropped their price target on International Business Machines from $280.00 to $230.00 and set a “market perform” rating for the company in a research note on Thursday, July 23rd. Susquehanna increased their price objective on International Business Machines from $235.00 to $256.00 and gave the company a “neutral” rating in a research report on Wednesday, October 21st. Finally, HSBC decreased their price objective on International Business Machines from $175.00 to $174.00 in a report on Friday, July 24th. Nineteen investment analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average price target of $266.12.

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International Business Machines Profile

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International Business Machines Corporation (NYSE:IBM), commonly known as IBM, is a global technology and consulting company that helps organizations modernize their information technology and business operations. Its offerings include hybrid cloud solutions, artificial intelligence software and services, enterprise software, IT infrastructure, cybersecurity, data analytics, and technology consulting.

IBM provides products and services to businesses, governments, and other institutions across industries and regions worldwide.