Cresset Asset Management LLC Raises Stake in International Business Machines Corporation $IBM

Cresset Asset Management LLC lifted its stake in shares of International Business Machines Corporation (NYSE:IBM) by 3.3% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 131,114 shares of the technology company’s stock after purchasing an additional 4,156 shares during the quarter. Cresset Asset Management LLC’s holdings in International Business Machines were worth $36,995,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently made changes to their positions in IBM. CFS Investment Advisory Services LLC grew its position in International Business Machines by 0.4% during the third quarter. CFS Investment Advisory Services LLC now owns 9,359 shares of the technology company’s stock worth $2,878,000 after buying an additional 34 shares during the period. KPP Advisory Services LLC grew its holdings in shares of International Business Machines by 1.7% in the 3rd quarter. KPP Advisory Services LLC now owns 2,069 shares of the technology company’s stock worth $584,000 after acquiring an additional 34 shares during the period. Marco Investment Management LLC grew its holdings in shares of International Business Machines by 0.3% in the 3rd quarter. Marco Investment Management LLC now owns 10,774 shares of the technology company’s stock worth $3,040,000 after acquiring an additional 34 shares during the period. MA Private Wealth increased its stake in International Business Machines by 1.5% in the 3rd quarter. MA Private Wealth now owns 2,242 shares of the technology company’s stock valued at $633,000 after purchasing an additional 34 shares in the last quarter. Finally, Thoroughbred Financial Services LLC raised its holdings in International Business Machines by 0.8% during the third quarter. Thoroughbred Financial Services LLC now owns 4,300 shares of the technology company’s stock worth $1,213,000 after purchasing an additional 35 shares during the last quarter. Institutional investors and hedge funds own 58.96% of the company’s stock.

More International Business Machines News

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

• Positive Sentiment: Won a multi-year contract to modernize in-store pricing across the Defense Commissary Agency and announced a Watsonx integration with Deepgram (voice AI) — concrete revenue and government footprint gains that support IBM’s hybrid-cloud/AI positioning. IBM Expands AI And Government Ties As Shares Trade Below Targets
• Neutral Sentiment: Security Posture Management and semantic-web market reports highlight large, fast-growing addressable markets (multi‑billion forecasts) that could benefit IBM over time, but they don’t change near-term investor sentiment. $53.31 Bn Security Posture Management (SPM) Markets
• Neutral Sentiment: Semantic AI/graph technologies are expanding rapidly, underlining long-term AI/automation demand that plays to IBM’s software and data services, though impact is gradual. Semantic Web Market Research Report 2025-2030
• Negative Sentiment: Multiple outlets report investor alarm after Anthropic’s Claude Code demo showed the ability to modernize legacy COBOL systems — a direct competitive threat to IBM’s mainframe and modernization services, which has pressured the stock recently. IBM Stock Plunges on AI Threat From Anthropic: Time to Rethink?
• Negative Sentiment: Analyst/press commentary and investor concern about AI innovation rattling confidence adds downward pressure and volatility; several write-ups frame IBM as lagging newer AI entrants. IBM Shares Face Pressure as AI Innovation Rattles Investor Confidence
• Negative Sentiment: Market commentary and op-eds warning of systemic AI risk and rapid disruption are amplifying selling during volatile sessions even if their direct impact on IBM’s fundamentals is indirect. If IBM Can Drop 13% In A Day, What Does This Say About These Market Conditions?

International Business Machines Stock Up 2.6%

Shares of NYSE IBM opened at $245.49 on Wednesday. The firm has a market cap of $230.28 billion, a P/E ratio of 22.02, a price-to-earnings-growth ratio of 2.40 and a beta of 0.73. The company has a debt-to-equity ratio of 1.67, a quick ratio of 0.92 and a current ratio of 0.96. International Business Machines Corporation has a 1 year low of $214.50 and a 1 year high of $324.90. The firm’s 50 day moving average price is $284.72 and its 200 day moving average price is $284.29.

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

International Business Machines Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 10th will be paid a dividend of $1.68 per share. This represents a $6.72 annualized dividend and a yield of 2.7%. The ex-dividend date is Tuesday, February 10th. International Business Machines’s payout ratio is currently 60.27%.

Insider Buying and Selling at International Business Machines

In other International Business Machines news, Director Michael Miebach purchased 434 shares of the firm’s stock in a transaction that occurred on Wednesday, February 25th. The stock was purchased at an average cost of $233.33 per share, with a total value of $101,265.22. Following the transaction, the director owned 434 shares in the company, valued at approximately $101,265.22. This trade represents a ∞ increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director David N. Farr bought 1,000 shares of the stock in a transaction dated Friday, January 30th. The stock was bought at an average price of $304.00 per share, with a total value of $304,000.00. Following the purchase, the director owned 9,258 shares of the company’s stock, valued at approximately $2,814,432. This represents a 12.11% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders bought 1,484 shares of company stock valued at $417,157 in the last three months. Company insiders own 0.18% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms have weighed in on IBM. Wall Street Zen lowered International Business Machines from a “buy” rating to a “hold” rating in a report on Sunday, January 11th. DZ Bank raised shares of International Business Machines to a “hold” rating in a research note on Wednesday, February 11th. Jefferies Financial Group restated a “buy” rating on shares of International Business Machines in a research report on Monday, February 23rd. Wedbush reaffirmed an “outperform” rating and issued a $340.00 price target on shares of International Business Machines in a report on Tuesday, February 24th. Finally, UBS Group raised shares of International Business Machines from a “sell” rating to a “neutral” rating and set a $236.00 price objective for the company in a research note on Wednesday, February 25th. One research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and eight have issued a Hold rating to the company. Based on data from MarketBeat, International Business Machines has an average rating of “Moderate Buy” and an average price target of $320.87.

International Business Machines Company 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.