Kepler Cheuvreux Suisse SA Invests $9.92 Million in International Business Machines Corporation $IBM

Kepler Cheuvreux Suisse SA purchased a new stake in shares of International Business Machines Corporation (NYSE:IBM) during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor purchased 35,138 shares of the technology company’s stock, valued at approximately $9,915,000.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Mattson Financial Services LLC purchased a new position in shares of International Business Machines in the third quarter worth $852,000. Vanguard Group Inc. increased its holdings in International Business Machines by 2.1% in the 2nd quarter. Vanguard Group Inc. now owns 95,051,475 shares of the technology company’s stock worth $28,019,274,000 after buying an additional 1,913,708 shares in the last quarter. Thames Capital Management LLC bought a new stake in International Business Machines in the 2nd quarter worth about $2,710,000. Waverton Investment Management Ltd raised its position in International Business Machines by 3.3% in the 3rd quarter. Waverton Investment Management Ltd now owns 993,743 shares of the technology company’s stock worth $280,439,000 after buying an additional 32,072 shares during the last quarter. Finally, NEOS Investment Management LLC raised its position in International Business Machines by 51.7% in the 3rd quarter. NEOS Investment Management LLC now owns 114,395 shares of the technology company’s stock worth $32,278,000 after buying an additional 38,973 shares during 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: IBM announced a strategic engagement with SEI to deploy agentic AI and automation to modernize workflows and client experience — a deal that can help drive recurring service revenue and cross‑sell IBM Cloud/Watson assets. IBM Partners With SEI on Agentic AI: Will it Boost Profits?
• Positive Sentiment: IBM and Lam Research began collaborating on sub‑1nm logic scaling (novel materials, processes, High‑NA EUV) — a long‑horizon, high‑value R&D push that supports IBM’s roadmap in advanced logic and could create IP/licensing or foundry partnerships. IBM and Lam Research Announce Collaboration to Advance Sub-1nm Logic Scaling
• Positive Sentiment: Snowflake research (with Hakkoda, an IBM company) highlights interoperability as foundational for scaling AI in healthcare — this validates demand for IBM’s data/integration services in regulated industries. Snowflake Research Reveals 85% of Healthcare Leaders View Interoperability as Foundational to Scaling AI
• Positive Sentiment: Market research cites IBM among leaders in the growing digital oilfield solutions market — points to additional industry vertical demand for IBM’s AI/IoT solutions. Digital Oilfield Solutions Industry Report 2026-2035
• Neutral Sentiment: Analyst and media attention on IBM has increased (Zacks, Kalkine) — higher coverage can amplify moves but does not itself change fundamentals. International Business Machines Corporation (IBM) is Attracting Investor Attention
• Neutral Sentiment: Broader industry disruption stories (e.g., Anthropic’s “Cowork” and other agentic AI tools) raise structural questions for legacy software vendors — impact on IBM depends on how quickly it monetizes agentic AI via enterprise contracts. SaaS-Pocalypse: Is Anthropic’s New Tool a Death Sentence for Legacy Software?
• Negative Sentiment: Morgan Stanley cut its price target to $247 (from $304), citing AI disruption risks — the note likely pressured sentiment by signaling downside to consensus expectations. Morgan Stanley Lowers PT on IBM
• Negative Sentiment: IBM’s X‑Force Threat Intelligence Index warned of rising cyber threats; coverage framed the report as a market negative and contributed to near‑term selling pressure despite the company being the one raising the alarm. IBM Stock Plummets as Tech Giant Releases Bombshell Cybersecurity Report

Insider Buying and Selling at International Business Machines

In related news, Director Michael Miebach acquired 434 shares of International Business Machines stock in a transaction dated Wednesday, February 25th. The stock was purchased 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 approximately $101,265.22. This trade represents a ∞ increase in their position. The purchase was disclosed in a filing with the SEC, which is accessible through this link. Also, Director David N. Farr bought 1,000 shares of the firm’s stock in a transaction that occurred on Friday, January 30th. The stock was bought at an average cost of $304.00 per share, for a total transaction of $304,000.00. Following the completion of the acquisition, the director owned 9,258 shares in the company, valued at $2,814,432. This trade represents a 12.11% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have bought a total of 1,484 shares of company stock worth $417,157 in the last quarter. Corporate insiders own 0.18% of the company’s stock.

International Business Machines Trading Down 1.6%

International Business Machines stock opened at $249.35 on Wednesday. International Business Machines Corporation has a 52-week low of $214.50 and a 52-week high of $324.90. The company has a market cap of $233.89 billion, a P/E ratio of 22.36, a P/E/G ratio of 2.54 and a beta of 0.73. The company has a quick ratio of 0.92, a current ratio of 0.96 and a debt-to-equity ratio of 1.67. The business has a 50-day simple moving average of $279.64 and a two-hundred day simple moving average of $284.74.

International Business Machines (NYSE:IBM) last issued its quarterly earnings data 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 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 quarterly revenue was up 12.2% on a year-over-year basis. During the same quarter in the prior year, the business earned $3.92 EPS. Analysts predict that International Business Machines Corporation will post 10.78 EPS for the current year.

International Business Machines Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders 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 annualized dividend and a yield of 2.7%. International Business Machines’s dividend payout ratio (DPR) is presently 60.27%.

Wall Street Analyst Weigh In

A number of analysts have recently issued reports on IBM shares. Sanford C. Bernstein reaffirmed a “market perform” rating on shares of International Business Machines in a report on Wednesday, December 10th. Erste Group Bank cut shares of International Business Machines from a “buy” rating to a “hold” rating in a report on Wednesday, February 18th. Evercore increased their price objective on shares of International Business Machines from $330.00 to $345.00 and gave the company an “outperform” rating in a research report on Thursday, January 29th. Morgan Stanley dropped their target price on shares of International Business Machines from $304.00 to $247.00 and set an “equal weight” rating on the stock in a report on Wednesday, February 25th. Finally, Jefferies Financial Group reiterated a “buy” rating on shares of International Business Machines in a research note on Monday, February 23rd. One 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 stock. According to MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $320.87.

About International Business Machines

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.