International Business Machines Corporation $IBM Stock Position Lifted by Robeco Institutional Asset Management B.V.

12 Apr 2026, 10:42 by Danessa Lincoln · The Markets Daily

Robeco Institutional Asset Management B.V. lifted its holdings in International Business Machines Corporation (NYSE:IBM – Free Report) by 14.0% in the 4th quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 587,948 shares of the technology company’s stock after purchasing an additional 72,082 shares during the quarter. Robeco Institutional Asset Management B.V. owned 0.06% of International Business Machines worth $174,156,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently modified their holdings of IBM. Brighton Jones LLC boosted its stake in International Business Machines by 12.4% during the fourth quarter. Brighton Jones LLC now owns 21,011 shares of the technology company’s stock valued at $4,619,000 after buying an additional 2,323 shares in the last quarter. Sivia Capital Partners LLC boosted its stake in International Business Machines by 10.6% during the second quarter. Sivia Capital Partners LLC now owns 1,938 shares of the technology company’s stock valued at $571,000 after buying an additional 186 shares in the last quarter. Jump Financial LLC bought a new position in International Business Machines during the second quarter valued at about $211,000. Ieq Capital LLC boosted its stake in International Business Machines by 2.2% during the second quarter. Ieq Capital LLC now owns 38,617 shares of the technology company’s stock valued at $11,383,000 after buying an additional 843 shares in the last quarter. Finally, Vivaldi Capital Management LP boosted its stake in International Business Machines by 11.6% during the second quarter. Vivaldi Capital Management LP now owns 1,017 shares of the technology company’s stock valued at $300,000 after buying an additional 106 shares in the last quarter. Institutional investors own 58.96% of the company’s stock.

Trending Headlines about International Business Machines

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

Positive Sentiment: Citi initiated coverage with a Buy and a $285 price target, arguing IBM has meaningful AI growth potential plus upside from its mainframe and quantum businesses — the call highlights a ~23% upside vs. current levels. Citi Analyst Upgrades IBM (IBM) Stock with $285 Target on AI Growth Potential
Positive Sentiment: Multiple outlets and analysts echoed a bullish view (Barron’s, TipRanks/MSN coverage), noting IBM’s ability to navigate technology cycles and the potential for earnings leverage from AI and enterprise offerings — these narratives support longer-term upside despite 2026 weakness. IBM Stock Is Having Its Worst Year Since 2002. Here’s Why It Just Got a Buy Rating.
Neutral Sentiment: IBM is participating in industry moves around AI patent sharing (the SAIL initiative), which could reshape competitive dynamics and reduce friction for model development — a longer‑term strategic development that may affect moat but has uncertain near-term revenue impact. IBM’s SAIL Move Reframes AI Patent Sharing And Long Term Moat
Neutral Sentiment: Coverage on quantum computing ETFs and IBM’s expanded quantum roadmap highlights a structural growth story; this is positive for long-term optionality but remains developmental and unlikely to drive near-term earnings. The Quantum Computing ETF That Could Be Bigger Than AI, and 2 Tech Funds Riding the Same Wave
Negative Sentiment: The U.S. Department of Justice said IBM will pay $17 million to settle allegations related to discriminatory DEI hiring practices — a reputational and regulatory event that adds near‑term legal cost and scrutiny (though the monetary amount is small relative to revenue). IBM to pay $17 million to settle discrimination allegations, DOJ says
Negative Sentiment: Short-term technical and sentiment pressure: the stock has underperformed peers recently and faced at least one analyst downgrade and intraday selling, which compounds downside momentum despite bullish reports. International Business Machines (NYSE:IBM) Trading Down 1.4% Following Analyst Downgrade

Wall Street Analysts Forecast Growth

Several brokerages recently weighed in on IBM. Weiss Ratings reaffirmed a “buy (b)” rating on shares of International Business Machines in a research note on Thursday, January 22nd. Oppenheimer set a $380.00 target price on International Business Machines and gave the company an “outperform” rating in a research note on Thursday, January 29th. Argus set a $360.00 target price on International Business Machines in a research note on Friday, January 30th. Dbs Bank raised International Business Machines from a “hold” rating to a “moderate buy” rating in a research note on Monday, January 19th. Finally, Royal Bank Of Canada set a $361.00 target price on International Business Machines in a research note on Thursday, January 29th. One research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and eight have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $309.63.

Check Out Our Latest Research Report on IBM

International Business Machines Trading Down 2.7%

NYSE:IBM opened at $230.68 on Friday. The company has a quick ratio of 0.92, a current ratio of 0.96 and a debt-to-equity ratio of 1.67. International Business Machines Corporation has a 1-year low of $220.72 and a 1-year high of $324.90. The firm has a market capitalization of $216.39 billion, a price-to-earnings ratio of 20.69, a price-to-earnings-growth ratio of 2.30 and a beta of 0.69. The stock has a fifty day simple moving average of $254.23 and a 200 day simple moving average of $283.09.

International Business Machines (NYSE:IBM – Get Free Report) last released its quarterly earnings results on Wednesday, January 28th. The technology company reported $4.52 earnings per share for the quarter, beating analysts’ consensus estimates of $4.33 by $0.19. International Business Machines had a return on equity of 38.15% and a net margin of 15.69%.The business had revenue of $19.69 billion during the quarter, compared to analyst estimates of $19.23 billion. During the same quarter last year, the company posted $3.92 EPS. International Business Machines’s revenue for the quarter was up 12.2% on a year-over-year basis. Sell-side analysts forecast that International Business Machines Corporation will post 10.78 earnings per share for the current year.

International Business Machines Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Investors of record on Tuesday, February 10th were given a $1.68 dividend. The ex-dividend date was Tuesday, February 10th. This represents a $6.72 dividend on an annualized basis and a dividend yield of 2.9%. International Business Machines’s dividend payout ratio (DPR) is 60.27%.

Insiders Place Their Bets

In related news, Director David N. Farr purchased 1,000 shares of the firm’s stock in a transaction that occurred on Friday, January 30th. The stock was acquired at an average price of $304.00 per share, for a total transaction of $304,000.00. Following the transaction, the director directly owned 9,258 shares of the company’s stock, valued at $2,814,432. This trade represents a 12.11% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, Director Michael Miebach acquired 434 shares of International Business Machines stock in a transaction that occurred on Wednesday, February 25th. The stock was acquired at an average cost of $233.33 per share, with a total value of $101,265.22. Following the completion of the purchase, the director owned 434 shares in the company, valued at approximately $101,265.22. This represents a ∞ increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders purchased a total of 1,484 shares of company stock valued at $417,157 in the last quarter. 0.27% of the stock is currently owned by corporate insiders.

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.