Robeco Institutional Asset Management B.V. Has $145.56 Million Position in International Business Machines Corporation $IBM

Robeco Institutional Asset Management B.V. lessened its position in International Business Machines Corporation (NYSE:IBM) by 30.7% during the 3rd quarter, Holdings Channel reports. The firm owned 515,866 shares of the technology company’s stock after selling 228,570 shares during the quarter. Robeco Institutional Asset Management B.V.’s holdings in International Business Machines were worth $145,557,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in IBM. Family CFO Inc bought a new position in International Business Machines during the 2nd quarter valued at about $25,000. Winnow Wealth LLC acquired a new stake in shares of International Business Machines during the second quarter worth approximately $27,000. Silicon Valley Capital Partners raised its stake in shares of International Business Machines by 322.6% in the first quarter. Silicon Valley Capital Partners now owns 131 shares of the technology company’s stock valued at $32,000 after acquiring an additional 100 shares during the last quarter. Highline Wealth Partners LLC boosted its holdings in shares of International Business Machines by 85.0% in the 2nd quarter. Highline Wealth Partners LLC now owns 111 shares of the technology company’s stock worth $33,000 after acquiring an additional 51 shares in the last quarter. Finally, Copia Wealth Management boosted its holdings in shares of International Business Machines by 57.6% in the 2nd quarter. Copia Wealth Management now owns 134 shares of the technology company’s stock worth $40,000 after acquiring an additional 49 shares in the last quarter. Institutional investors own 58.96% of the company’s stock.

Key International Business Machines News

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

• Positive Sentiment: Jefferies upgraded IBM to Buy and raised its price target to $360 (from $300), citing stronger 2026 AI and cloud growth potential — a clear upside catalyst for the stock. Read More.
• Positive Sentiment: Barron’s highlights the Jefferies upgrade and frames IBM as an “acceleration story,” increasing investor interest in IBM’s transformation into a higher-growth AI/cloud company. Read More.
• Positive Sentiment: Analyst-watch coverage (Benzinga roundup) lists multiple bullish forecasts — including scenarios implying a >20% rally — which can drive additional buying if a few large firms raise targets. Read More.
• Positive Sentiment: Market commentary and retail-focused outlets (The Motley Fool) are flagging IBM as a bargain with upside potential as investors re-rate its AI/cloud transition. That framing supports continued inflows from value/growth-seeking investors. Read More.
• Positive Sentiment: Analyst consensus sites report a “Moderate Buy” consensus and Zacks coverage notes the stock’s recent upswing following a quarterly beat, reinforcing the narrative of improving fundamentals. Read More. Read More.
• Neutral Sentiment: Options/technical commentary (YouTube segment) notes the Jefferies upgrade may push back bearish trends, but flags that technicals still need confirmation — useful for short-term traders. Read More.
• Neutral Sentiment: Background piece on former CEO Lou Gerstner (LiveMint) is of historical interest but is not a direct stock catalyst. Read More.

International Business Machines Trading Up 1.2%

Shares of IBM opened at $294.95 on Tuesday. The stock’s fifty day simple moving average is $304.19 and its 200-day simple moving average is $281.54. The firm has a market capitalization of $275.70 billion, a PE ratio of 35.28, a price-to-earnings-growth ratio of 2.70 and a beta of 0.70. International Business Machines Corporation has a 12-month low of $214.50 and a 12-month high of $324.90. The company has a quick ratio of 0.89, a current ratio of 0.93 and a debt-to-equity ratio of 1.97.

International Business Machines (NYSE:IBM) last announced its quarterly earnings data on Wednesday, October 22nd. The technology company reported $2.65 EPS for the quarter, topping analysts’ consensus estimates of $2.45 by $0.20. International Business Machines had a return on equity of 37.76% and a net margin of 12.09%.The firm had revenue of $16.33 billion during the quarter, compared to analyst estimates of $16.10 billion. During the same period last year, the company earned $2.30 earnings per share. The company’s revenue was up 9.1% on a year-over-year basis. As a group, research analysts predict that International Business Machines Corporation will post 10.78 earnings per share for the current year.

International Business Machines Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Wednesday, December 10th. Investors of record on Monday, November 10th were paid a dividend of $1.68 per share. This represents a $6.72 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date of this dividend was Monday, November 10th. International Business Machines’s payout ratio is 80.38%.

Analyst Upgrades and Downgrades

A number of equities research analysts recently weighed in on IBM shares. Weiss Ratings raised International Business Machines from a “hold (c+)” rating to a “buy (b)” rating in a report on Saturday, October 25th. Jefferies Financial Group upgraded International Business Machines from a “hold” rating to a “buy” rating and raised their target price for the company from $300.00 to $360.00 in a research note on Monday. BMO Capital Markets lifted their price target on International Business Machines from $300.00 to $305.00 and gave the company a “market perform” rating in a report on Thursday, October 23rd. Wall Street Zen raised shares of International Business Machines from a “hold” rating to a “buy” rating in a report on Saturday. Finally, Oppenheimer initiated coverage on shares of International Business Machines in a research report on Friday, November 21st. They issued an “outperform” rating and a $360.00 price objective for the company. One analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, International Business Machines currently has a consensus rating of “Moderate Buy” and an average price target of $301.85.

International Business Machines Profile

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.