Andra AP fonden Increases Position in International Business Machines Corporation $IBM

Andra AP fonden increased its stake in shares of International Business Machines Corporation (NYSE:IBM) by 9.0% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 121,500 shares of the technology company’s stock after buying an additional 10,000 shares during the period. Andra AP fonden’s holdings in International Business Machines were worth $34,282,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds also recently added to or reduced their stakes in the stock. Winnow Wealth LLC purchased a new stake in shares of International Business Machines during the 2nd quarter worth approximately $27,000. Mountain Hill Investment Partners Corp. acquired a new position in International Business Machines during the third quarter worth $28,000. Trifecta Capital Advisors LLC boosted its position 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 worth $36,000 after purchasing an additional 71 shares in the last quarter. Legacy Wealth Managment LLC ID boosted its position 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 in the last quarter. Finally, Davis Capital Management acquired a new stake in International Business Machines in the third quarter valued at $54,000. 58.96% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at International Business Machines

In other International Business Machines news, Director David N. Farr acquired 1,000 shares of the stock in a transaction on Friday, January 30th. The stock was purchased at an average price of $304.00 per share, for a total transaction of $304,000.00. Following the purchase, the director directly owned 9,258 shares in the company, valued at $2,814,432. This trade represents a 12.11% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Michael Miebach bought 434 shares of the business’s stock in a transaction dated Wednesday, February 25th. The stock was bought at an average price of $233.33 per share, for a total transaction of $101,265.22. Following the purchase, the director owned 434 shares in the company, valued at approximately $101,265.22. This represents a ∞ increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders purchased 1,484 shares of company stock valued at $417,157 in the last three months. 0.18% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

Several research analysts have recently issued reports on the company. Oppenheimer set a $380.00 price target on International Business Machines and gave the stock an “outperform” rating in a research note on Thursday, January 29th. Argus set a $360.00 target price on shares of International Business Machines in a report on Friday, January 30th. Erste Group Bank cut shares of International Business Machines from a “buy” rating to a “hold” rating in a research report on Wednesday, February 18th. Wedbush reaffirmed an “outperform” rating and issued a $340.00 price target on shares of International Business Machines in a report on Tuesday. Finally, Bank of America raised their price objective on shares of International Business Machines from $315.00 to $335.00 and gave the stock a “buy” rating in a research note on Tuesday, January 13th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and eight have given a Hold rating to the stock. According to data from MarketBeat.com, International Business Machines currently has a consensus rating of “Moderate Buy” and an average price target of $320.87.

International Business Machines Stock Performance

NYSE:IBM opened at $242.05 on Friday. The firm’s 50 day moving average is $288.39 and its two-hundred day moving average is $283.56. International Business Machines Corporation has a fifty-two week low of $214.50 and a fifty-two week high of $324.90. 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 company has a market cap of $227.05 billion, a P/E ratio of 21.71, a P/E/G ratio of 2.38 and a beta of 0.69.

International Business Machines (NYSE:IBM) last issued its earnings results on Wednesday, January 28th. The technology company reported $4.52 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.33 by $0.19. International Business Machines had a return on equity of 38.15% and a net margin of 15.69%.The business had revenue of $19.69 billion during the quarter, compared to analysts’ expectations of $19.23 billion. During the same quarter in the previous year, the business earned $3.92 EPS. The company’s revenue for the quarter was up 12.2% on a year-over-year basis. Analysts expect that International Business Machines Corporation will post 10.78 EPS for the current 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 paid a dividend of $1.68 per share. The ex-dividend date of this dividend is Tuesday, February 10th. This represents a $6.72 annualized dividend and a yield of 2.8%. International Business Machines’s payout ratio is 60.27%.

International Business Machines News Summary

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

• Positive Sentiment: UBS upgraded IBM from “Sell” to “Neutral,” helping spark buyer interest and supporting a short-term rebound. Read More.
• Positive Sentiment: IBM won a Department of War contract (ceiling ~$112M) to modernize electronic shelf labels, a concrete services win that supports revenue visibility in its consulting/systems business. Read More.
• Positive Sentiment: Company directors made small open-market purchases (including Michael Miebach and Michelle Howard), a signal of insider confidence that can bolster investor sentiment after volatility. Read More.
• Positive Sentiment: Several analyst notes and deep-dive pieces argue the recent selloff was overdone given strong Q4 results, record free cash flow and strategic AI/cloud assets — supporting a recovery narrative. Read More.
• Neutral Sentiment: Morgan Stanley trimmed its price target to $247 and set an “equal weight” rating, which moderates expectations and keeps upside capped near current levels. Read More.
• Neutral Sentiment: IBM published its 2026 X‑Force Threat Intelligence Index (ransomware surge and AI-accelerated attacks), which underlines both growing cybersecurity demand (opportunity) and rising threat landscape (risk). Read More.
• Negative Sentiment: The principal near-term downside remains AI-startup disruption fears after Anthropic’s Claude Code claim (automation of COBOL modernization) triggered a sharp selloff; the market is still weighing how quickly enterprise modernization demand could change. Read More.

About International Business Machines

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.