Mirae Asset Global Investments Co. Ltd. Buys 268,742 Shares of International Business Machines Corporation $IBM

Mirae Asset Global Investments Co. Ltd. acquired a new position in shares of International Business Machines Corporation (NYSE:IBM) in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund acquired 268,742 shares of the technology company’s stock, valued at approximately $59,104,000.

Several other institutional investors have also added to or reduced their stakes in the stock. Harborfront Financial Group LLC bought a new position in shares of International Business Machines in the 2nd quarter valued at about $27,000. Hara Capital LLC acquired a new position in shares of International Business Machines during the 2nd quarter valued at $28,000. Bare Financial Services Inc raised its holdings in shares of International Business Machines by 114.6% in the 2nd quarter. Bare Financial Services Inc now owns 103 shares of the technology company’s stock worth $29,000 after acquiring an additional 55 shares during the last quarter. Caitlin John LLC purchased a new position in International Business Machines during the second quarter worth about $35,000. Finally, Axiom Investment Management LLC bought a new stake in International Business Machines in the first quarter worth about $36,000. 58.96% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of research firms recently issued reports on IBM. Bank of America decreased their price objective on International Business Machines from $330.00 to $280.00 and set a “buy” rating on the stock in a research note on Wednesday, July 15th. Citigroup lifted their target price on shares of International Business Machines from $245.00 to $280.00 and gave the company a “buy” rating in a research report on Thursday, October 22nd. JPMorgan Chase & Co. upped their price objective on International Business Machines from $250.00 to $269.00 and gave the stock an “overweight” rating in a report on Thursday, October 22nd. Argus reduced their price target on shares of International Business Machines from $360.00 to $280.00 and set a “buy” rating on the stock in a research report on Thursday, July 16th. Finally, Evercore cut their price objective on shares of International Business Machines from $310.00 to $250.00 and set an “outperform” rating for the company in a research note on Thursday, July 16th. Nineteen analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $266.12.

Insider Buying and Selling

In other news, SVP Robert Thomas sold 25,000 shares of International Business Machines stock in a transaction that occurred on Wednesday, August 26th. The stock was sold at an average price of $230.32, for a total value of $5,758,000.00. Following the sale, the senior vice president directly owned 47,800 shares of the company’s stock, valued at $11,009,296. The trade was a 34.34% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Corporate insiders own 0.27% of the company’s stock.

More International Business Machines News

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

• Positive Sentiment: IBM introduced new AI-agent security controls that combine HashiCorp Vault, Agent Identity, and watsonx Orchestrate. The tools provide centralized governance, least-privilege access, real-time credential revocation, and sandboxed execution across hybrid-cloud environments, potentially strengthening IBM’s position in enterprise AI security. IBM Debuts AI Agent Security Controls For Hybrid Cloud
• Positive Sentiment: Analysts and commentators highlighted improving momentum in IBM’s software business, including its hybrid-cloud and enterprise infrastructure operations. IBM’s approximately $12 billion in free cash flow may support continued investment and shareholder returns. IBM’s Software Business Is Picking Up Speed
• Neutral Sentiment: Research reports project strong growth in service virtualization, edge computing, configuration-management systems, SMB IT spending, and battery-warranty analytics—markets in which IBM is listed as a participant. The reports indicate long-term addressable-market opportunities but do not represent new contracts or revenue guidance for IBM. Configuration Management Systems Global Strategic Business Report
• Neutral Sentiment: IBM’s opposition to blockchain-based stock trading reflects concerns about tokenized-market structures, but the issue appears unlikely to materially affect near-term financial results. Why Oracle, Intel, and IBM Are Saying No to Blockchain-Based Stock Trading
• Negative Sentiment: Concerns about IBM’s debt load and whether its long record of dividend increases can continue are weighing on the investment case. The stock’s decline during 2026 has made the dividend more attractive, but also highlights balance-sheet and payout sustainability risks. IBM Stock Is Down 13% in 2026. Is Its Dividend Still Safe?

International Business Machines Stock Performance

NYSE IBM opened at $257.80 on Monday. The business has a 50 day simple moving average of $235.17 and a two-hundred day simple moving average of $249.93. The company has a debt-to-equity ratio of 1.57, a current ratio of 0.85 and a quick ratio of 0.80. The stock has a market capitalization of $243.65 billion, a PE ratio of 21.98, a P/E/G ratio of 2.54 and a beta of 0.78. International Business Machines Corporation has a 1-year low of $199.19 and a 1-year high of $332.46.

International Business Machines (NYSE:IBM) last issued its earnings results on Wednesday, October 21st. The technology company reported $2.95 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.85 by $0.10. International Business Machines had a net margin of 15.99% and a return on equity of 34.37%. The company had revenue of $17.10 billion for the quarter, compared to analysts’ expectations of $16.82 billion. During the same period in the prior year, the business earned $2.65 EPS. The firm’s quarterly revenue was up 4.7% on a year-over-year basis. On average, research analysts predict that International Business Machines Corporation will post 12.41 EPS for the current fiscal year.

International Business Machines Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, December 10th. Stockholders of record on Tuesday, November 10th will be paid a $1.69 dividend. The ex-dividend date is Tuesday, November 10th. This represents a $6.76 dividend on an annualized basis and a dividend yield of 2.6%. International Business Machines’s dividend payout ratio is presently 57.63%.

International Business Machines Profile

International Business Machines Corporation (NYSE:IBM), commonly known as IBM, is a global technology and consulting company that helps organizations modernize their information technology and business operations. Its offerings include hybrid cloud solutions, artificial intelligence software and services, enterprise software, IT infrastructure, cybersecurity, data analytics, and technology consulting.

IBM provides products and services to businesses, governments, and other institutions across industries and regions worldwide.