Groupama Asset Managment Buys 4,584 Shares of International Business Machines Corporation $IBM

Groupama Asset Managment lifted its stake in shares of International Business Machines Corporation (NYSE:IBM) by 76.3% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 10,589 shares of the technology company’s stock after purchasing an additional 4,584 shares during the quarter. Groupama Asset Managment’s holdings in International Business Machines were worth $2,988,000 at the end of the most recent reporting period.

Several other large investors also recently made changes to their positions in the company. Winnow Wealth LLC acquired a new position in International Business Machines during the 2nd quarter worth approximately $27,000. Mountain Hill Investment Partners Corp. acquired a new stake in International Business Machines in the third quarter valued at approximately $28,000. SWAN Capital LLC acquired a new stake in International Business Machines in the third quarter valued at approximately $28,000. Trifecta Capital Advisors LLC increased its holdings in shares of International Business Machines by 129.1% during the third quarter. Trifecta Capital Advisors LLC now owns 126 shares of the technology company’s stock valued at $36,000 after acquiring an additional 71 shares in the last quarter. Finally, American Wealth Advisors LLC bought a new stake in shares of International Business Machines during the third quarter valued at approximately $40,000. 58.96% of the stock is currently owned by institutional investors and hedge funds.

International Business Machines Stock Down 0.6%

Shares of NYSE:IBM opened at $250.03 on Friday. The stock has a market cap of $234.53 billion, a price-to-earnings ratio of 22.42, a PEG ratio of 2.52 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. International Business Machines Corporation has a 12-month low of $214.50 and a 12-month high of $324.90. The business’s 50 day moving average is $273.02 and its 200 day moving average is $284.48.

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

International Business Machines Dividend Announcement

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

Wall Street Analyst Weigh In

A number of brokerages recently issued reports on IBM. BMO Capital Markets cut their target price on International Business Machines from $350.00 to $290.00 and set a “market perform” rating on the stock in a report on Thursday. Wall Street Zen lowered shares of International Business Machines from a “buy” rating to a “hold” rating in a research note on Sunday, January 11th. Argus set a $360.00 price objective on shares of International Business Machines in a report on Friday, January 30th. Wedbush reaffirmed an “outperform” rating and issued a $340.00 price objective on shares of International Business Machines in a research note on Tuesday, February 24th. Finally, Oppenheimer set a $380.00 price objective on shares of International Business Machines and gave the company an “outperform” rating in a report on Thursday, January 29th. One research 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. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $314.60.

Trending Headlines about International Business Machines

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

• Positive Sentiment: IBM closed its acquisition of Confluent, adding real‑time data streaming to feed AI models and automation across hybrid environments — a strategic move that strengthens IBM’s AI story and long‑term enterprise positioning. IBM Confluent Deal Puts Real Time Data At Core Of AI Story
• Positive Sentiment: IBM Consulting announced a collaboration with The Hackett Group to accelerate enterprise AI adoption by mapping AI use cases to workflows — an execution‑oriented partnership that could help convert product capability into client revenues. IBM Business Operations and The Hackett Group Collaborate
• Positive Sentiment: Media and analyst attention (including endorsements from figures like Jim Cramer) is highlighting IBM’s fundamentals and enterprise AI/quantum positioning, supporting investor interest in the stock’s longer‑term thesis. Jim Cramer Advises to Step In Due to Fundamentals
• Neutral Sentiment: Longer‑term recognition of IBM research continued as IBM Fellow Charles H. Bennett received the A.M. Turing Award — positive for reputation but limited near‑term financial impact. Charles H. Bennett Receives A.M. Turing Award
• Neutral Sentiment: Recent valuation analyses show mixed momentum: 1‑month and 3‑month returns have lagged despite multi‑year strength, so some investors view the pullback as either a buying opportunity or a sign to wait for clearer earnings execution. A Look At IBM Valuation As Recent Returns Show Mixed Momentum
• Negative Sentiment: Analysts trimmed targets after the Confluent deal: JPMorgan cut its target to $283 (neutral rating) citing balanced risk/reward, and BMO lowered its target to $290 with a market‑perform view — both reduce near‑term upside expectations. JPMorgan Lowers IBM Target after Confluent Deal
• Negative Sentiment: Unusual options activity: traders bought roughly 88,456 put contracts (about a 115% jump vs. average), signaling elevated downside hedging or speculative bearish bets that can amplify intraday selling pressure.

Insider Activity

In other news, Director David N. Farr purchased 1,000 shares of the company’s stock in a transaction that occurred on Friday, January 30th. The shares were bought at an average cost of $304.00 per share, with a total value of $304,000.00. Following the completion of the transaction, the director directly owned 9,258 shares of the company’s stock, valued at approximately $2,814,432. This trade represents a 12.11% 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 Michael Miebach purchased 434 shares of the business’s stock in a transaction that occurred on Wednesday, February 25th. The shares were purchased at an average price of $233.33 per share, for a total transaction of $101,265.22. Following the completion of the acquisition, the director owned 434 shares of the company’s stock, valued at $101,265.22. The trade was a ∞ increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. In the last quarter, insiders bought 1,484 shares of company stock valued at $417,157. 0.27% of the stock is currently owned by corporate insiders.

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.