Commerzbank Aktiengesellschaft FI Raises Holdings in International Business Machines Corporation $IBM

Commerzbank Aktiengesellschaft FI raised its stake in International Business Machines Corporation (NYSE:IBM) by 6.3% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 543,742 shares of the technology company’s stock after purchasing an additional 32,431 shares during the period. International Business Machines accounts for approximately 3.2% of Commerzbank Aktiengesellschaft FI’s investment portfolio, making the stock its 9th largest holding. Commerzbank Aktiengesellschaft FI owned about 0.06% of International Business Machines worth $153,422,000 at the end of the most recent reporting period.

Several other hedge funds have also modified their holdings of IBM. Family CFO Inc bought a new position in shares of International Business Machines during the 2nd quarter worth approximately $25,000. Winnow Wealth LLC purchased a new position in International Business Machines in the second quarter worth $27,000. Mountain Hill Investment Partners Corp. purchased a new position in International Business Machines in the third quarter worth $28,000. Highline Wealth Partners LLC increased its position in shares of International Business Machines by 85.0% during the second quarter. Highline Wealth Partners LLC now owns 111 shares of the technology company’s stock worth $33,000 after purchasing an additional 51 shares in the last quarter. Finally, Copia Wealth Management lifted its holdings in shares of International Business Machines by 57.6% during the 2nd quarter. Copia Wealth Management now owns 134 shares of the technology company’s stock valued at $40,000 after purchasing an additional 49 shares during the last quarter. 58.96% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several research analysts recently weighed in on the company. Stifel Nicolaus boosted their target price on International Business Machines from $295.00 to $325.00 and gave the stock a “buy” rating in a research note on Tuesday, December 9th. Oppenheimer started coverage on International Business Machines in a report on Friday, November 21st. They issued an “outperform” rating and a $360.00 price target for the company. Wall Street Zen lowered International Business Machines from a “buy” rating to a “hold” rating in a research note on Sunday, January 11th. Royal Bank Of Canada increased their price objective on shares of International Business Machines from $300.00 to $350.00 and gave the company an “outperform” rating in a research report on Monday, January 5th. Finally, Evercore ISI lifted their target price on shares of International Business Machines from $315.00 to $330.00 and gave the stock an “outperform” rating in a research note on Tuesday. One investment analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $306.86.

Key Headlines Impacting International Business Machines

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

• Positive Sentiment: JPMorgan and other analysts are bullish — a JPMorgan analyst said IBM’s stock is likely to rise, and other outlets report the stock trading higher following an analyst upgrade, providing near‑term buying interest ahead of earnings. International Business Machines (NYSE:IBM) Stock Price Expected to Rise Trading 2.1% Higher After Analyst Upgrade
• Positive Sentiment: Evercore ISI raised its price target to $330 and added IBM to a tactical outperform list — a clear signal that some brokers see upside from current levels. Evercore ISI raises IBM price target to $330
• Positive Sentiment: Jefferies reiterates a Buy and sees potential reacceleration in software growth heading into the print — this supports expectations for upward estimate revisions in 2026. IBM software growth seen reaccelerating ahead of earnings: Jefferies
• Positive Sentiment: Research and product catalysts: IBM’s new machine‑learning model for chip design (with Ansys and DARPA) is being touted as meaningful for next‑gen chips — a longer‑term tech differentiator tied to its AI strategy. Why IBM’s New Machine‑Learning Model Is a Big Deal
• Positive Sentiment: Multiple earnings previews (Seeking Alpha, Zacks, The Motley Fool) highlight stronger Q4 prospects driven by consulting (AI uptake, Microsoft partnership), software/watsonx tailwinds and the Confluent deal — these previews raise the odds of an upside surprise. IBM Q4 Earnings Preview Unlocking Q4 Potential of IBM
• Neutral Sentiment: Reminder: IBM’s earnings date is Jan. 28 — expectations are elevated, so the report could amplify volatility. Mark Your Calendars for January 28
• Neutral Sentiment: Analyst commentary and roundup pieces (CNBC/Benzinga, Yahoo) largely expect a solid quarter but differ on valuation timing — useful for positioning but not immediate catalysts. CNBC Final Trades
• Negative Sentiment: Short‑term price weakness: coverage notes and market pieces report the stock has slid recently despite higher targets — signaling profit‑taking and that upgrades aren’t fully translating into immediate gains. IBM Stock Slides Even as Analysts Raise Targets

International Business Machines Trading Down 0.8%

Shares of NYSE:IBM opened at $292.43 on Friday. The company has a quick ratio of 0.89, a current ratio of 0.93 and a debt-to-equity ratio of 1.97. International Business Machines Corporation has a 52-week low of $214.50 and a 52-week high of $324.90. The stock has a market cap of $273.35 billion, a price-to-earnings ratio of 34.98, a PEG ratio of 2.83 and a beta of 0.70. The business has a 50-day moving average price of $302.13 and a 200-day moving average price of $282.63.

International Business Machines (NYSE:IBM) last issued its quarterly earnings results on Wednesday, October 22nd. The technology company reported $2.65 earnings per share for the quarter, topping the consensus estimate of $2.45 by $0.20. International Business Machines had a net margin of 12.09% and a return on equity of 37.76%. The company had revenue of $16.33 billion for the quarter, compared to the consensus estimate of $16.10 billion. During the same quarter in the prior year, the company earned $2.30 EPS. International Business Machines’s quarterly revenue was up 9.1% on a year-over-year basis. Equities analysts predict that International Business Machines Corporation will post 10.78 EPS for the current year.

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.