International Business Machines Corporation $IBM Shares Sold by BI Asset Management Fondsmaeglerselskab A S

Posted by Defense World Staff on Feb 5th, 2026

BI Asset Management Fondsmaeglerselskab A S decreased its position in shares of International Business Machines Corporation (NYSE:IBM – Free Report) by 33.5% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 184,483 shares of the technology company’s stock after selling 93,138 shares during the quarter. BI Asset Management Fondsmaeglerselskab A S’s holdings in International Business Machines were worth $52,054,000 at the end of the most recent quarter.

Other large investors also recently bought and sold shares of the company. CFS Investment Advisory Services LLC grew its holdings in shares of International Business Machines by 0.4% during the third quarter. CFS Investment Advisory Services LLC now owns 9,359 shares of the technology company’s stock worth $2,878,000 after buying an additional 34 shares in the last quarter. KPP Advisory Services LLC lifted its stake in shares of International Business Machines by 1.7% during the 3rd quarter. KPP Advisory Services LLC now owns 2,069 shares of the technology company’s stock worth $584,000 after purchasing an additional 34 shares during the period. Marco Investment Management LLC boosted its holdings in shares of International Business Machines by 0.3% during the third quarter. Marco Investment Management LLC now owns 10,774 shares of the technology company’s stock worth $3,040,000 after purchasing an additional 34 shares during the last quarter. Ignite Planners LLC increased its stake in International Business Machines by 0.9% in the second quarter. Ignite Planners LLC now owns 3,964 shares of the technology company’s stock valued at $1,133,000 after purchasing an additional 36 shares during the last quarter. Finally, Vishria Bird Financial Group LLC boosted its stake in International Business Machines by 3.0% in the 3rd quarter. Vishria Bird Financial Group LLC now owns 1,230 shares of the technology company’s stock worth $347,000 after buying an additional 36 shares during the last quarter. Institutional investors and hedge funds own 58.96% of the company’s stock.

Insider Transactions at International Business Machines

In other International Business Machines news, Director David N. Farr purchased 1,000 shares of the firm’s stock in a transaction dated Friday, January 30th. The stock was acquired at an average cost of $304.00 per share, with a total value of $304,000.00. Following 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 filing with the SEC, which is accessible through this link. 0.18% of the stock is owned by company insiders.

International Business Machines Price Performance

IBM stock opened at $288.93 on Thursday. The company has a market capitalization of $270.07 billion, a PE ratio of 25.91, a P/E/G ratio of 2.95 and a beta of 0.69. The company has a quick ratio of 0.92, a current ratio of 0.96 and a debt-to-equity ratio of 1.67. The stock’s 50 day moving average is $302.56 and its two-hundred day moving average is $283.48. International Business Machines Corporation has a 52-week low of $214.50 and a 52-week high of $324.90.

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

International Business Machines Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Tuesday, February 10th will be given a dividend of $1.68 per share. This represents a $6.72 annualized dividend and a dividend yield of 2.3%. The ex-dividend date of this dividend is Tuesday, February 10th. International Business Machines’s dividend payout ratio is currently 60.27%.

Trending Headlines about International Business Machines

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

Positive Sentiment: Q4 results and analyst lifts — IBM’s Q4 beat (software, hybrid cloud and watsonx AI driving revenue) prompted price-target upgrades from firms including Bernstein and Stifel, supporting a constructive fundamental story. Bernstein and Stifel Lift IBM Price Targets After Q4 Results
Positive Sentiment: Corporate AI push — IBM launched a global RFP for AI-driven education and workforce solutions (Impact Accelerator), reinforcing its strategic AI/go-to-market initiatives that investors view as long-term growth drivers. IBM Opens Global RFP for AI-Driven Solutions
Positive Sentiment: Bullish media and insider activity — Jim Cramer reiterated a favorable view on IBM as an AI winner with a reasonable P/E, and recent insider purchases were reported, both of which can boost investor confidence. Jim Cramer Says “IBM’s the Rare AI Winner With a Fairly Low Price-to-Earnings Multiple”
Neutral Sentiment: Valuation and fund flows — Coverage pieces and ETF commentary note IBM’s recent share-strength and repositioning into tech/AI ETFs, but also raise mixed fair-value signals; these are longer-horizon considerations. Assessing IBM Valuation After Recent Share Price Strength
Neutral Sentiment: Merger paperwork around Confluent — Supplemental disclosures tied to the Confluent deal with an IBM subsidiary have surfaced amid shareholder suits; this creates legal/transactional noise but not an immediate earnings driver. Confluent Issues Supplemental Disclosures Amid Shareholder Lawsuits
Negative Sentiment: Competitive and technical pressure — IBM shares slipped after Anthropic announced new plugins that could encroach on IBM’s consulting and software revenue, and the stock broke below its 100-day moving average, triggering technical selling. As IBM Stock Breaks Below Its 100-Day Moving Average

Analysts Set New Price Targets

Several equities research analysts recently issued reports on IBM shares. Jefferies Financial Group raised their target price on shares of International Business Machines from $360.00 to $370.00 and gave the stock a “buy” rating in a research report on Thursday, January 29th. Wall Street Zen lowered International Business Machines from a “buy” rating to a “hold” rating in a research report on Sunday, January 11th. JPMorgan Chase & Co. raised their price objective on International Business Machines from $312.00 to $317.00 and gave the stock a “neutral” rating in a report on Thursday, January 29th. Dbs Bank upgraded International Business Machines from a “hold” rating to a “moderate buy” rating in a report on Monday, January 19th. Finally, Royal Bank Of Canada set a $361.00 price objective on shares of International Business Machines in a research note on Thursday, January 29th. One analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $330.07.

View Our Latest Research Report on International Business Machines

International Business Machines Profile

(Free Report)

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.