Van ECK Associates Corp Raises Position in International Business Machines Corporation $IBM

Van ECK Associates Corp grew its stake in International Business Machines Corporation (NYSE:IBM) by 122.4% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 51,239 shares of the technology company’s stock after purchasing an additional 28,205 shares during the period. Van ECK Associates Corp’s holdings in International Business Machines were worth $14,457,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of IBM. CFS Investment Advisory Services LLC raised its holdings in International Business Machines by 0.4% during the 3rd quarter. CFS Investment Advisory Services LLC now owns 9,359 shares of the technology company’s stock valued at $2,878,000 after buying an additional 34 shares during the period. KPP Advisory Services LLC boosted its stake in International Business Machines by 1.7% during the third quarter. KPP Advisory Services LLC now owns 2,069 shares of the technology company’s stock worth $584,000 after buying an additional 34 shares during the period. Marco Investment Management LLC boosted its stake in International Business Machines by 0.3% during the third quarter. Marco Investment Management LLC now owns 10,774 shares of the technology company’s stock worth $3,040,000 after buying an additional 34 shares during the period. MA Private Wealth increased its position in International Business Machines by 1.5% during the third quarter. MA Private Wealth now owns 2,242 shares of the technology company’s stock valued at $633,000 after acquiring an additional 34 shares during the last quarter. Finally, Altman Advisors Inc. increased its position in International Business Machines by 0.3% during the third quarter. Altman Advisors Inc. now owns 9,929 shares of the technology company’s stock valued at $2,802,000 after acquiring an additional 34 shares during the last quarter. Hedge funds and other institutional investors own 58.96% of the company’s stock.

International Business Machines Stock Down 1.1%

Shares of NYSE:IBM traded down $2.70 on Friday, reaching $244.98. The company had a trading volume of 820,887 shares, compared to its average volume of 5,987,821. The firm has a market capitalization of $229.80 billion, a PE ratio of 21.96, a PEG ratio of 2.49 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 Corporation has a 52-week low of $214.50 and a 52-week high of $324.90. The firm’s 50 day simple moving average is $277.71 and its 200-day simple moving average is $284.23.

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

International Business Machines Announces Dividend

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

Insider Buying and Selling at International Business Machines

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

Wall Street Analysts Forecast Growth

Several research firms have recently issued reports on IBM. Stifel Nicolaus raised their target price on shares of International Business Machines from $325.00 to $340.00 and gave the stock a “buy” rating in a report on Thursday, January 29th. Argus set a $360.00 price target on International Business Machines in a report on Friday, January 30th. UBS Group raised International Business Machines from a “sell” rating to a “neutral” rating and set a $236.00 price target for the company in a research note on Wednesday, February 25th. Sanford C. Bernstein reaffirmed a “market perform” rating on shares of International Business Machines in a research report on Wednesday, December 10th. Finally, Wedbush reiterated an “outperform” rating and issued a $340.00 target price on shares of International Business Machines in a research note on Tuesday, February 24th. One analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and eight have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $320.87.

Key Stories Impacting International Business Machines

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

• Positive Sentiment: IBM published the industry’s first quantum‑centric supercomputing reference architecture, showing how quantum processors (QPUs) can be integrated with CPUs/GPUs across on‑prem, cloud and research centers — a clear differentiator that supports IBM’s leadership in quantum systems and could open new sales to national labs, research institutions and cloud partners. IBM Releases a New Blueprint for Quantum-Centric Supercomputing
• Positive Sentiment: IBM teamed with Taiwan’s E.SUN Bank to deploy an enterprise AI governance framework — a real‑world banking customer use case that could accelerate recurring software, consulting and services revenue in financial services where compliance and explainability command premium fees. IBM Teams Up With E.SUN Bank on AI Governance: Will it Fuel Revenue?
• Positive Sentiment: Analysts remain generally constructive on top tech names including IBM, which supports sentiment that IBM’s mix of hybrid cloud, AI and quantum positions it for multi-year upside even if near-term catalysts are limited. Analysts Are Bullish on Top Technology Stocks
• Neutral Sentiment: Interview coverage with CFO Jim Kavanaugh reiterates IBM’s strategic focus on AI, hybrid cloud and quantum — useful for investors assessing execution but not an immediate revenue catalyst. The Motley Fool Interviews IBM CFO Jim Kavanaugh
• Neutral Sentiment: Research collaboration that produced a novel molecule highlights IBM’s deep R&D capabilities (materials/chemistry), which may underpin long‑term IP and partnerships but has limited near‑term revenue impact. International Business Machines (IBM) Develops a Novel Molecule
• Neutral Sentiment: IBM appears as a named partner in expanded digital accessibility programs (Level Access partner announcements), which is supportive of ecosystem reach but not a material earnings driver. Level Access Supercharges Partner Program to Accelerate Digital Accessibility
• Negative Sentiment: Market reaction: IBM stock slipped in premarket trading after the quantum blueprint release, suggesting investors are skeptical about the timing and near‑term monetization of quantum initiatives and are focused on valuation and technicals. What’s Going On With IBM Stock On Thursday?

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.