Baader Bank Aktiengesellschaft Boosts Stake in International Business Machines Corporation $IBM

Baader Bank Aktiengesellschaft boosted its holdings in shares of International Business Machines Corporation (NYSE:IBM) by 23.5% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 25,801 shares of the technology company’s stock after acquiring an additional 4,911 shares during the period. Baader Bank Aktiengesellschaft’s holdings in International Business Machines were worth $7,191,000 at the end of the most recent reporting period.

A number of other institutional investors have also bought and sold shares of the business. Winnow Wealth LLC acquired a new position in International Business Machines during the second quarter worth $27,000. Mountain Hill Investment Partners Corp. acquired a new position in shares of International Business Machines during the 3rd quarter valued at about $28,000. Trifecta Capital Advisors LLC grew its holdings in shares of International Business Machines by 129.1% in the third quarter. Trifecta Capital Advisors LLC now owns 126 shares of the technology company’s stock valued at $36,000 after purchasing an additional 71 shares during the period. Copia Wealth Management increased its position in International Business Machines by 57.6% during the second quarter. Copia Wealth Management now owns 134 shares of the technology company’s stock worth $40,000 after purchasing an additional 49 shares during the last quarter. Finally, Legacy Wealth Managment LLC ID raised its stake in International Business Machines by 48.5% during the second quarter. Legacy Wealth Managment LLC ID now owns 147 shares of the technology company’s stock worth $43,000 after purchasing an additional 48 shares during the period. 58.96% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

A number of analysts have recently issued reports on IBM shares. Sanford C. Bernstein restated a “market perform” rating on shares of International Business Machines in a report on Wednesday, December 10th. Royal Bank Of Canada set a $361.00 target price on International Business Machines in a research note on Thursday, January 29th. Bank of America upped their price target on International Business Machines from $315.00 to $335.00 and gave the company a “buy” rating in a research note on Tuesday, January 13th. UBS Group set a $317.00 price target on International Business Machines in a report on Thursday, January 29th. Finally, Oppenheimer set a $380.00 target price on shares of International Business Machines and gave the company an “outperform” rating in a research report on Thursday, January 29th. One investment analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $330.07.

Key Headlines Impacting International Business Machines

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

• Positive Sentiment: IBM rolled out a new FlashSystem portfolio that embeds “agentic” AI for autonomous storage, faster ransomware detection and reduced management overhead — a clear revenue/up-sell opportunity in enterprise storage. IBM Introduces Autonomous Storage with New FlashSystem Portfolio Powered by Agentic AI
• Positive Sentiment: Coverage highlights IBM’s moves in defense and AI cybersecurity, including large-contract positioning that supports long-term revenue visibility in government and national security programs. IBM’s Defense And AI Cybersecurity Moves Versus Current Valuation Picture
• Positive Sentiment: IBM integrated Criminal IP threat intelligence into QRadar SIEM/SOAR, strengthening its security stack and potentially improving win rates and SaaS/security revenue traction for QRadar customers. Can Criminal IP Integration Boost IBM’s QRadar Growth Prospects?
• Neutral Sentiment: Analyst and street views remain mixed but generally constructive — multiple buy/outperform ratings and high price targets exist alongside at least one sell. Median targets sit well above the current price, which supports longer-term upside but keeps near-term volatility possible. Is Wall Street Bullish or Bearish on International Business Machines Stock?
• Negative Sentiment: Market reaction is also being pressured by broader technical/profit-taking dynamics after a strong post-earnings run — traders cited resistance around the $317–$320 area and recent volume below average, prompting short-term selling pressure.
• Negative Sentiment: Ongoing issues at IBM’s former spinoff Kyndryl (accounting probe and CFO exit) are creating negative headlines in the same sector, which can dampen sentiment for related names and raise governance/operational caution among some investors. At IBM spinoff Kyndryl, the stock dives 50% after an accounting probe and CFO exit: ‘The red flags are already out’

Insider Activity

In related news, Director David N. Farr acquired 1,000 shares of the 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 completion of the transaction, the director owned 9,258 shares in the company, valued at $2,814,432. This represents a 12.11% increase in their position. The purchase was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Insiders own 0.18% of the company’s stock.

International Business Machines Price Performance

International Business Machines stock opened at $291.76 on Wednesday. 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 52-week low of $214.50 and a 52-week high of $324.90. The firm has a market cap of $272.72 billion, a PE ratio of 26.17, a price-to-earnings-growth ratio of 2.97 and a beta of 0.69. The company’s 50 day moving average is $301.71 and its two-hundred day moving average is $284.13.

International Business Machines (NYSE:IBM) last posted its quarterly earnings results on Wednesday, January 28th. The technology company reported $4.52 EPS for the quarter, topping the consensus estimate of $4.33 by $0.19. The business had revenue of $19.69 billion during 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 company’s quarterly revenue was up 12.2% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $3.92 earnings per share. On average, research analysts expect that International Business Machines Corporation will post 10.78 EPS for the current fiscal year.

International Business Machines Announces Dividend

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

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.