International Business Machines Corporation $IBM Shares Bought by Dakota Wealth Management

Dakota Wealth Management lifted its stake in shares of International Business Machines Corporation (NYSE:IBM) by 53.0% in the 4th quarter, HoldingsChannel.com reports. The fund owned 56,680 shares of the technology company’s stock after acquiring an additional 19,631 shares during the quarter. Dakota Wealth Management’s holdings in International Business Machines were worth $16,789,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently modified their holdings of IBM. Mountain Hill Investment Partners Corp. acquired a new position in shares of International Business Machines in the 3rd quarter valued at $28,000. SWAN Capital LLC acquired a new stake in International Business Machines during the 3rd quarter worth about $28,000. Trifecta Capital Advisors LLC lifted its stake in 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 buying an additional 71 shares in the last quarter. American Wealth Advisors LLC purchased a new stake in International Business Machines during the third quarter valued at about $40,000. Finally, Davis Capital Management acquired a new position in shares of International Business Machines in the third quarter worth about $54,000. 58.96% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently issued reports on IBM shares. Erste Group Bank lowered shares of International Business Machines from a “buy” rating to a “hold” rating in a report on Wednesday, February 18th. UBS Group raised shares of International Business Machines from a “sell” rating to a “neutral” rating and set a $236.00 price objective for the company in a research note on Wednesday, February 25th. JPMorgan Chase & Co. lowered their price objective on shares of International Business Machines from $317.00 to $283.00 and set a “neutral” rating on the stock in a research report on Wednesday, March 18th. Evercore boosted their target price on shares of International Business Machines from $330.00 to $345.00 and gave the company an “outperform” rating in a research note on Thursday, January 29th. Finally, Argus set a $360.00 target price on International Business Machines in a research report on Friday, January 30th. One investment analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and eight have issued a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $314.60.

Key International Business Machines News

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

• Positive Sentiment: IBM inks advanced-voice partnership to boost watsonx Orchestrate capabilities, improving multilingual, secure agent experiences for enterprises — expands product functionality and go-to-market appeal. ElevenLabs & IBM PR
• Positive Sentiment: Expanded security collaboration with CrowdStrike to deliver AI-powered autonomous detection and response, addressing a high-value enterprise security market and reinforcing hybrid security product stack. IBM expands AI agents and security (Yahoo)
• Positive Sentiment: Quantum computing milestone: IBM’s quantum systems reproduced national-lab magnetic-material data, signaling faster progress toward useful scientific/commercial quantum applications — potential long-term differentiator. IBM Quantum PR
• Positive Sentiment: IBM pushes open-source AI infrastructure (llm-d contribution to CNCF), which can lower customer adoption friction and position IBM as an enterprise AI infrastructure leader. llm-d project (TipRanks)
• Neutral Sentiment: Workforce reshuffle: IBM is cutting some roles while planning to hire more, especially entry-level AI-augmented talent (tripling entry-level hires). This is positioned as redeployment to growth areas but brings short-term restructuring costs and execution risk. Workforce changes (MSN)
• Neutral Sentiment: CEO Arvind Krishna notes a friendlier regulatory climate for M&A, which could accelerate deal activity — a strategic positive but speculative until deals are announced and integrated. CEO M&A comments
• Negative Sentiment: Analyst modest EPS cut: Erste Group trimmed its FY2027 EPS forecast slightly and maintains a Hold — small revision but a reminder that consensus estimates could drift and analyst sentiment is mixed. Erste Group estimate cut (MarketBeat)

International Business Machines Trading Up 0.2%

Shares of NYSE:IBM opened at $241.82 on Friday. The firm has a fifty day moving average of $266.87 and a two-hundred day moving average of $284.44. 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 firm has a market capitalization of $226.84 billion, a P/E ratio of 21.69, a price-to-earnings-growth ratio of 2.42 and a beta of 0.73.

International Business Machines (NYSE:IBM) last posted its quarterly earnings results on Wednesday, January 28th. The technology company reported $4.52 earnings per share 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 business had revenue of $19.69 billion for the quarter, compared to the consensus estimate of $19.23 billion. During the same period in the prior year, the business posted $3.92 earnings per share. International Business Machines’s revenue for the quarter was up 12.2% compared to the same quarter last year. On average, equities analysts expect that International Business Machines Corporation will post 10.78 EPS 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. Shareholders of record on Tuesday, February 10th were given a $1.68 dividend. This represents a $6.72 annualized dividend and a yield of 2.8%. The ex-dividend date of this dividend was Tuesday, February 10th. International Business Machines’s dividend payout ratio is presently 60.27%.

Insider Transactions at International Business Machines

In other news, Director David N. Farr acquired 1,000 shares of the company’s stock in a transaction that occurred 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 completion of the acquisition, the director owned 9,258 shares of the company’s stock, valued at approximately $2,814,432. This represents a 12.11% increase in their position. The purchase was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Michael Miebach acquired 434 shares of the business’s stock in a transaction that occurred on Wednesday, February 25th. The shares were acquired at an average cost of $233.33 per share, for a total transaction of $101,265.22. Following the transaction, the director owned 434 shares of the company’s stock, valued at approximately $101,265.22. This represents a ∞ increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders have bought a total of 1,484 shares of company stock valued at $417,157 over the last ninety days. Company insiders own 0.27% of the company’s stock.

International Business Machines Company 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.