LGT Group Foundation Buys 5,628 Shares of International Business Machines Corporation $IBM

LGT Group Foundation increased its stake in shares of International Business Machines Corporation (NYSE:IBM) by 5.7% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 104,334 shares of the technology company’s stock after acquiring an additional 5,628 shares during the period. LGT Group Foundation’s holdings in International Business Machines were worth $29,891,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in IBM. Mattson Financial Services LLC acquired a new stake in shares of International Business Machines in the third quarter valued at about $852,000. Vise Technologies Inc. bought a new stake in International Business Machines during the second quarter worth about $16,565,000. Vanguard Group Inc. boosted its position in International Business Machines by 2.1% during the second quarter. Vanguard Group Inc. now owns 95,051,475 shares of the technology company’s stock valued at $28,019,274,000 after purchasing an additional 1,913,708 shares during the last quarter. Thames Capital Management LLC bought a new position in International Business Machines in the second quarter valued at approximately $2,710,000. Finally, Waverton Investment Management Ltd increased its position in shares of International Business Machines by 3.3% during the 3rd quarter. Waverton Investment Management Ltd now owns 993,743 shares of the technology company’s stock worth $280,439,000 after purchasing an additional 32,072 shares during the last quarter. 58.96% of the stock is owned by institutional investors and hedge funds.

International Business Machines News Roundup

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

• Positive Sentiment: IBM Research co-led the experimental creation and characterization of a never-before-seen “half‑Möbius” molecule, using a quantum‑computer + supercomputer workflow — a Science publication that showcases IBM’s quantum R&D leadership and the real scientific utility of its quantum stack (positive for long‑term differentiation and IP). IBM Uses Quantum-Supercomputer Combo to Model Newly Discovered Half-Möbius Molecule
• Positive Sentiment: IBM announced a partnership to integrate Deepgram’s speech‑to‑text / text‑to‑speech into watsonx Orchestrate, strengthening IBM’s enterprise voice and generative‑AI offerings and improving product competitiveness in conversational automation use cases. International Business Machines Corporation (IBM) Partners With Deepgram to Support Its Generative AI Solution
• Positive Sentiment: Reports detail new AI contracts and board expansion (including a reported US$112M Defense Commissary Agency electronic‑shelf‑label modernization deal and two new directors), which investors view as concrete revenue/contract wins and governance support for growth in AI services. IBM and University Researchers Create a Never-Before-Seen Molecule and Prove its Exotic Nature with Quantum Computing
• Positive Sentiment: Industry research named IBM among leaders in the Data Integration market (multi‑cloud platforms, AI‑driven data pipelines), reinforcing its enterprise software and services positioning where recurring revenue and cross‑sell matter. Data Integration Company Evaluation Report 2025
• Positive Sentiment: Analyst attention (UBS upgrade), insider buying and recent earnings beats have drawn investor focus back to IBM’s valuation and AI strategy, supporting near‑term sentiment. A Look At IBM (IBM) Valuation After UBS Upgrade Insider Buying And Solid Earnings
• Neutral Sentiment: Macro/industry coverage on AI “creative destruction” highlights structural tailwinds for AI infrastructure and services — a supportive backdrop but not an IBM‑specific catalyst today. Wall Street Sees AI’s ‘Creative Destruction’ Coming For Entire Companies
• Neutral Sentiment: Other quantum industry moves (e.g., Pasqal pursuing a SPAC) and startups scaling enterprise AI (Ivo) are market context — potential competition or validation of demand but not immediate IBM news. Pasqal plans public debut with Bleichroeder in $2bn SPAC deal
• Negative Sentiment: Some coverage flags valuation and legacy exposure risks (mainframe sensitivity) and notes a recent pullback in share performance despite upgrades — reminders that investor optimism over AI/quantum must be balanced against near‑term earnings mix and valuation. A Look At IBM (IBM) Valuation After UBS Upgrade Insider Buying And Solid Earnings

Insider Activity at International Business Machines

In other news, Director Michael Miebach purchased 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, for a total transaction of $101,265.22. Following the purchase, the director directly owned 434 shares of the company’s stock, valued at $101,265.22. This trade represents a ∞ increase in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, Director David N. Farr acquired 1,000 shares of the stock in a transaction on Friday, January 30th. The shares were purchased 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 in the company, valued at approximately $2,814,432. This trade represents a 12.11% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have acquired 1,484 shares of company stock valued at $417,157 over the last 90 days. Company insiders own 0.18% of the company’s stock.

Analyst Upgrades and Downgrades

Several research firms have recently commented on IBM. Royal Bank Of Canada set a $361.00 price objective on International Business Machines in a report on Thursday, January 29th. BMO Capital Markets reaffirmed a “market perform” rating and set a $350.00 price target on shares of International Business Machines in a research report on Thursday, January 29th. Oppenheimer set a $380.00 price target on shares of International Business Machines and gave the company an “outperform” rating in a research note on Thursday, January 29th. Jefferies Financial Group restated a “buy” rating on shares of International Business Machines in a research note on Monday, February 23rd. Finally, UBS Group raised 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. One investment 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. Based on data from MarketBeat, International Business Machines presently has an average rating of “Moderate Buy” and an average target price of $320.87.

International Business Machines Stock Up 0.6%

IBM opened at $258.19 on Monday. The stock’s fifty day simple moving average is $281.73 and its 200 day simple moving average is $284.58. International Business Machines Corporation has a 1-year low of $214.50 and a 1-year high of $324.90. The stock has a market cap of $242.19 billion, a PE ratio of 23.16, a price-to-earnings-growth ratio of 2.59 and a beta of 0.73. The company has a current ratio of 0.96, a quick ratio of 0.92 and a debt-to-equity ratio of 1.67.

International Business Machines (NYSE:IBM) last released its quarterly earnings data on Wednesday, January 28th. The technology company reported $4.52 EPS for the quarter, topping analysts’ consensus estimates of $4.33 by $0.19. International Business Machines had a net margin of 15.69% and a return on equity of 38.15%. The firm had revenue of $19.69 billion during the quarter, compared to analysts’ expectations of $19.23 billion. During the same period in the previous year, the business posted $3.92 earnings per share. The company’s revenue for the quarter was up 12.2% compared to the same quarter last year. As a group, research analysts expect 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 will be paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 10th will be issued a $1.68 dividend. This represents a $6.72 annualized dividend and a yield of 2.6%. The ex-dividend date of this dividend is Tuesday, February 10th. International Business Machines’s dividend payout ratio is currently 60.27%.

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.