International Business Machines Corporation $IBM Stake Boosted by Banco Bilbao Vizcaya Argentaria S.A.

Banco Bilbao Vizcaya Argentaria S.A. lifted its stake in International Business Machines Corporation (NYSE:IBM) by 5.2% during the third quarter, HoldingsChannel reports. The fund owned 230,090 shares of the technology company’s stock after purchasing an additional 11,350 shares during the quarter. Banco Bilbao Vizcaya Argentaria S.A.’s holdings in International Business Machines were worth $64,944,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also modified their holdings of the company. Winnow Wealth LLC purchased a new position in International Business Machines in the second quarter valued at about $27,000. Mountain Hill Investment Partners Corp. purchased a new stake in shares of International Business Machines during the 3rd quarter worth about $28,000. SWAN Capital LLC acquired a new stake in shares of International Business Machines during the 3rd quarter valued at about $28,000. Trifecta Capital Advisors LLC lifted its holdings in shares of International Business Machines by 129.1% during the 3rd quarter. Trifecta Capital Advisors LLC now owns 126 shares of the technology company’s stock valued at $36,000 after buying an additional 71 shares during the last quarter. Finally, American Wealth Advisors LLC bought a new stake in shares of International Business Machines in the 3rd quarter valued at approximately $40,000. 58.96% of the stock is currently owned by hedge funds and other institutional investors.

International Business Machines Trading Down 0.5%

International Business Machines stock opened at $246.37 on Friday. International Business Machines Corporation has a 52 week low of $214.50 and a 52 week high of $324.90. The company has a debt-to-equity ratio of 1.67, a quick ratio of 0.92 and a current ratio of 0.96. The firm has a market capitalization of $231.10 billion, a PE ratio of 22.10, a PEG ratio of 2.47 and a beta of 0.73. The business’s 50-day simple moving average is $276.81 and its 200-day simple moving average is $284.56.

International Business Machines (NYSE:IBM) last announced its 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 during 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 quarter in the prior year, the company earned $3.92 EPS. Equities research analysts forecast that International Business Machines Corporation will post 10.78 earnings per share for the current year.

International Business Machines Dividend Announcement

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

More International Business Machines News

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

• Positive Sentiment: IBM published a practical “quantum‑centric supercomputing” reference architecture that maps how quantum processors can be integrated with CPUs and GPUs — a clear strategic push to own early enterprise quantum and attract research/cloud customers. IBM Releases a New Blueprint for Quantum-Centric Supercomputing
• Positive Sentiment: IBM announced a partnership with Taiwan’s E.SUN Bank to deliver an enterprise AI governance framework — a commercial proof point that could help drive services and consulting revenue in regulated industries. IBM Teams Up With E.SUN Bank on AI Governance
• Positive Sentiment: Analysts continue to call IBM a top large-cap tech name alongside peers, which supports medium-term investor interest despite recent weakness. Analysts Are Bullish on Top Technology Stocks
• Positive Sentiment: Coverage highlights IBM’s “dual‑pronged” strategy (AI/hybrid cloud + quantum) to redefine enterprise computing — reinforces the company’s long-term narrative even as adoption timelines remain gradual. IBM’s Dual-Pronged Strategy to Redefine Computing Power
• Neutral Sentiment: IBM’s CFO gave interviews outlining priorities around AI, hybrid cloud and quantum — useful for strategic context but not new guidance. The Motley Fool Interviews IBM CFO Jim Kavanaugh
• Neutral Sentiment: Industry roundups and tech press reiterate IBM’s quantum roadmap and positioning; positive for brand/technology leadership but benefits are multi‑year. IBM Introduces Blueprint to Combine Quantum Computers with Traditional Supercomputers
• Negative Sentiment: Competitive/near‑term threat: Anthropic’s Claude Code announcement (automation for COBOL modernization) has sparked concerns that third‑party AI tools could displace some IBM mainframe/modernization services, and analysts/media point to that as a contributor to the year‑to‑date decline. IBM Has Fallen 16% as Anthropic Puts Them In The Bullseye
• Negative Sentiment: Market reaction: IBM shares slipped around the quantum blueprint release and have been under pressure from technicals (current price below 50‑ and 200‑day moving averages) and lower trading volume, prompting short‑term selling. What’s going on with IBM stock on Thursday?

Insider Buying and Selling at International Business Machines

In related news, Director Michael Miebach bought 434 shares of the business’s stock in a transaction that occurred on 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 in the company, valued at $101,265.22. This trade represents a ∞ increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director David N. Farr purchased 1,000 shares of International Business Machines stock in a transaction on Friday, January 30th. The stock was bought at an average cost of $304.00 per share, with a total value of $304,000.00. Following the completion of the acquisition, the director 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. In the last 90 days, insiders bought 1,484 shares of company stock worth $417,157. 0.18% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on IBM shares. Argus set a $360.00 price objective on International Business Machines in a report on Friday, January 30th. 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. UBS Group upgraded shares of International Business Machines from a “sell” rating to a “neutral” rating and set a $236.00 price target on the stock in a research note on Wednesday, February 25th. Oppenheimer set a $380.00 price target on shares of International Business Machines and gave the company an “outperform” rating in a report on Thursday, January 29th. Finally, Bank of America lifted their price objective on shares of International Business Machines from $315.00 to $335.00 and gave the company a “buy” rating in a research note on Tuesday, January 13th. One investment 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 company has an average rating of “Moderate Buy” and an average 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.