International Business Machines Corporation $IBM Stake Increased by Elo Mutual Pension Insurance Co

Elo Mutual Pension Insurance Co increased its holdings in International Business Machines Corporation (NYSE:IBM) by 3.6% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 99,875 shares of the technology company’s stock after acquiring an additional 3,501 shares during the period. Elo Mutual Pension Insurance Co’s holdings in International Business Machines were worth $28,181,000 at the end of the most recent reporting period.

A number of other hedge funds have also modified their holdings of IBM. Vanguard Group Inc. raised its holdings in shares of International Business Machines by 0.8% during the 3rd quarter. Vanguard Group Inc. now owns 95,776,307 shares of the technology company’s stock valued at $27,024,243,000 after purchasing an additional 724,832 shares in the last quarter. State Street Corp boosted its position in shares of International Business Machines by 0.3% in the second quarter. State Street Corp now owns 54,536,963 shares of the technology company’s stock valued at $16,076,406,000 after acquiring an additional 147,721 shares during the period. Geode Capital Management LLC boosted its holdings in International Business Machines by 1.9% in the 2nd quarter. Geode Capital Management LLC now owns 21,936,235 shares of the technology company’s stock valued at $6,444,527,000 after purchasing an additional 400,131 shares during the period. Legal & General Group Plc increased its position in shares of International Business Machines by 3.4% during the second quarter. Legal & General Group Plc now owns 7,126,503 shares of the technology company’s stock valued at $2,100,751,000 after purchasing an additional 234,318 shares during the period. Finally, Norges Bank bought a new position in International Business Machines during the second quarter worth about $2,011,122,000. 58.96% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at International Business Machines

In other International Business Machines news, Director David N. Farr acquired 1,000 shares of International Business Machines stock in a transaction that occurred on Friday, January 30th. The shares were acquired at an average cost of $304.00 per share, with a total value of $304,000.00. Following the completion of the purchase, the director directly owned 9,258 shares of the company’s stock, valued at $2,814,432. This represents a 12.11% increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Michael Miebach purchased 434 shares of the firm’s stock in a transaction that occurred on Wednesday, February 25th. The shares were bought at an average cost of $233.33 per share, for a total transaction of $101,265.22. Following the completion of the acquisition, the director directly owned 434 shares in the company, valued at $101,265.22. The trade was a ∞ increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders have acquired 1,484 shares of company stock valued at $417,157 over the last 90 days. Corporate insiders own 0.18% of the company’s stock.

International Business Machines Stock Down 0.9%

IBM stock opened at $239.78 on Monday. International Business Machines Corporation has a 1-year low of $214.50 and a 1-year high of $324.90. The business’s 50 day simple moving average is $287.17 and its 200 day simple moving average is $284.24. The company has a current ratio of 0.96, a quick ratio of 0.92 and a debt-to-equity ratio of 1.67. The firm has a market capitalization of $224.92 billion, a PE ratio of 21.51, a PEG ratio of 2.41 and a beta of 0.73.

International Business Machines (NYSE:IBM) last released its quarterly earnings results on Wednesday, January 28th. The technology company reported $4.52 earnings per share for the quarter, beating the consensus estimate of $4.33 by $0.19. The firm had revenue of $19.69 billion for the quarter, compared to analysts’ expectations of $19.23 billion. International Business Machines had a net margin of 15.69% and a return on equity of 38.15%. The business’s revenue was up 12.2% on a year-over-year basis. During the same period in the prior year, the firm earned $3.92 EPS. As a group, research analysts anticipate that International Business Machines Corporation will post 10.78 EPS for the current year.

International Business Machines Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 10th will be given a $1.68 dividend. The ex-dividend date is Tuesday, February 10th. This represents a $6.72 annualized dividend and a dividend yield of 2.8%. International Business Machines’s payout ratio is presently 60.27%.

International Business Machines News Roundup

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

• Positive Sentiment: UBS upgraded IBM (from Sell to Neutral), which helped spark buying interest and provided a near‑term catalyst by arguing the recent selloff improved the stock’s risk/reward. UBS upgrades International Business Machines (IBM)
• Positive Sentiment: IBM won a government/defense-related contract (up to ~$112M) to modernize commissary pricing systems — a concrete services booking that supports revenue visibility in consulting/integration work. Can IBM’s New Defense Contract Win Boost Top-Line Growth?
• Positive Sentiment: Company insiders (directors) made small share purchases, which investors often view as a vote of confidence after recent price weakness. International Business Machines (NYSE:IBM) Director Michelle Howard Buys 50 Shares
• Positive Sentiment: Several analysts and deep-dive pieces argue the earlier AI-driven selloff was overdone given IBM’s solid Q4 results, cash flow and strategic positioning in hybrid cloud/AI — supporting a recovery narrative. IBM’s Steep Drop on AI Fears May Be an Overreaction
• Neutral Sentiment: Morgan Stanley trimmed its price target to $247 and moved to an “equal weight” stance — this tempers upside expectations and can cap near‑term momentum without being a full downgrade. Morgan Stanley Lowers International Business Machines (NYSE:IBM) Price Target to $247.00
• Neutral Sentiment: IBM’s security research (2026 X‑Force Threat Intelligence Index) highlights rising ransomware and cyber threats — a mixed signal: higher market risk overall but potential tailwinds for IBM’s security services. Ransomware Surges 49% as AI Makes Cyberattacks Faster and Easier, IBM Says
• Negative Sentiment: Anthropic’s new COBOL/legacy modernization tools (Claude Code) triggered the earlier steep selloff amid fears these AI tools could erode IBM’s services revenue from legacy modernization — this remains the primary near‑term downside risk. IBM Is Just AI’s Latest Victim
• Negative Sentiment: High‑profile commentary (e.g., Jim Cramer) highlighted the abrupt drop after Anthropic’s announcement, amplifying short‑term fear and volatility even though some analysts call the reaction overblown. Jim Cramer on International Business Machines

Wall Street Analysts Forecast Growth

A number of research firms have commented on IBM. BMO Capital Markets restated a “market perform” rating and issued a $350.00 price target on shares of International Business Machines in a research report on Thursday, January 29th. Erste Group Bank downgraded shares of International Business Machines from a “buy” rating to a “hold” rating in a research report on Wednesday, February 18th. Sanford C. Bernstein reaffirmed a “market perform” rating on shares of International Business Machines in a research note on Wednesday, December 10th. UBS Group upgraded shares of International Business Machines from a “sell” rating to a “neutral” rating and set a $236.00 target price on the stock in a report on Wednesday, February 25th. Finally, Argus set a $360.00 price objective on International Business Machines in a research report on Friday, January 30th. One analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and eight have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $320.87.

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.