Strs Ohio Sells 8,490 Shares of International Business Machines Corporation $IBM

02 May 2026, 08:41 by Amy Steele · The Cerbat Gem

Strs Ohio cut its position in International Business Machines Corporation (NYSE:IBM – Free Report) by 3.9% in the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 210,842 shares of the technology company’s stock after selling 8,490 shares during the quarter. Strs Ohio’s holdings in International Business Machines were worth $62,454,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Waverton Investment Management Ltd raised its position in shares of International Business Machines by 3.3% in the third quarter. Waverton Investment Management Ltd now owns 993,743 shares of the technology company’s stock valued at $280,439,000 after purchasing an additional 32,072 shares during the period. Newbridge Financial Services Group Inc. increased its holdings in International Business Machines by 30.0% during the 4th quarter. Newbridge Financial Services Group Inc. now owns 13,122 shares of the technology company’s stock worth $3,887,000 after acquiring an additional 3,029 shares during the period. NEOS Investment Management LLC increased its holdings in International Business Machines by 51.7% during the 3rd quarter. NEOS Investment Management LLC now owns 114,395 shares of the technology company’s stock worth $32,278,000 after acquiring an additional 38,973 shares during the period. American National Bank & Trust increased its holdings in International Business Machines by 26.2% during the 3rd quarter. American National Bank & Trust now owns 12,537 shares of the technology company’s stock worth $3,537,000 after acquiring an additional 2,603 shares during the period. Finally, Advisors Capital Management LLC increased its holdings in International Business Machines by 3.8% during the 3rd quarter. Advisors Capital Management LLC now owns 347,155 shares of the technology company’s stock worth $97,953,000 after acquiring an additional 12,623 shares during the period. 58.96% of the stock is owned by institutional investors.

International Business Machines Price Performance

IBM stock opened at $232.35 on Friday. 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 one year low of $220.72 and a one year high of $324.90. The stock has a market cap of $218.38 billion, a PE ratio of 20.54, a P/E/G ratio of 2.39 and a beta of 0.58. The firm has a 50 day simple moving average of $243.51 and a two-hundred day simple moving average of $278.87.

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, topping analysts’ consensus estimates of $1.81 by $0.10. International Business Machines had a net margin of 15.61% and a return on equity of 37.23%. The business had revenue of $15.92 billion during the quarter, compared to analysts’ expectations of $15.60 billion. During the same quarter in the previous year, the company earned $1.60 EPS. The business’s quarterly revenue was up 9.5% compared to the same quarter last year. On average, analysts predict that International Business Machines Corporation will post 12.38 EPS for the current fiscal year.

International Business Machines Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, June 10th. Shareholders of record on Friday, May 8th will be paid a $1.69 dividend. The ex-dividend date of this dividend is Friday, May 8th. This represents a $6.76 dividend on an annualized basis and a yield of 2.9%. This is a boost from International Business Machines’s previous quarterly dividend of $1.68. International Business Machines’s dividend payout ratio is presently 59.77%.

Insider Buying and Selling

In related news, Director Michael Miebach purchased 434 shares of the business’s stock in a transaction on Wednesday, February 25th. The stock was acquired at an average price of $233.33 per share, with a total value 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 ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. 0.27% of the stock is currently owned by corporate insiders.

More International Business Machines News

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

Positive Sentiment: U.S. quantum policy bill advances, shifting emphasis to commercialization, clearer funding and real-world deployments starting as soon as 2026 — an outcome that could accelerate demand for IBM’s quantum hardware, software and services. Article Title
Positive Sentiment: Wall Street attention on quantum/AI names rises — IBM is named among top quantum stocks to watch, which can lift multiple and investor interest in the company’s long-term growth areas. Article Title
Positive Sentiment: IBM and Ferrari added new AI features to the Scuderia Ferrari app — a high-visibility commercial proof point for IBM’s AI offerings and fan-engagement use cases ahead of major sporting events. Article Title
Positive Sentiment: IBM launched “Bob,” an AI-powered development tool for the software lifecycle — strengthens IBM’s enterprise AI stack and could boost service and software revenue if adoption scales. Article Title
Positive Sentiment: Partnership with Dallara to apply AI and quantum to vehicle design — technology leadership and industry partnerships that showcase practical quantum/AI applications and potential service opportunities. Article Title
Positive Sentiment: IBM to open AI and quantum hubs (Chicago, Massachusetts) and add ~750 jobs — signals continued investment in talent and capacity to execute on enterprise AI/quantum strategy. Article Title
Neutral Sentiment: Erste Group raised FY2027 EPS estimates modestly, but maintains a Hold — incremental analyst support rather than an outright upgrade. Article Title
Neutral Sentiment: Smaller ecosystem and market mentions (Elektros joining IBM ecosystem, AI drug-discovery reports) provide additional validation but are unlikely to move near-term earnings materially. Article Title
Negative Sentiment: A few headlines noted short-term stock softness around partnership announcements in premarket coverage — suggests some volatility as investors digest execution risks and timing. Article Title

Wall Street Analyst Weigh In

A number of analysts recently weighed in on the stock. Jefferies Financial Group decreased 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 report on Monday, April 20th. Royal Bank Of Canada decreased their target price on shares of International Business Machines from $361.00 to $330.00 and set an “outperform” rating on the stock in a report on Friday, April 17th. Stifel Nicolaus decreased their target price on shares of International Business Machines from $340.00 to $290.00 and set a “buy” rating on the stock in a report on Wednesday, April 8th. DZ Bank raised shares of International Business Machines from a “hold” rating to a “buy” rating and set a $295.00 target price on the stock in a report on Friday, April 24th. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of International Business Machines in a report on Tuesday, April 21st. One investment analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and seven have assigned a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $296.18.

Check Out Our Latest Research Report on International Business Machines

International Business Machines 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.