DNB Asset Management AS Has $78.72 Million Stake in International Business Machines Corporation $IBM

DNB Asset Management AS lifted its holdings in shares of International Business Machines Corporation (NYSE:IBM) by 6.5% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 278,996 shares of the technology company’s stock after purchasing an additional 17,046 shares during the quarter. DNB Asset Management AS’s holdings in International Business Machines were worth $78,722,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also modified their holdings of the company. Hohimer Wealth Management LLC increased its stake in International Business Machines by 12.4% during the 3rd quarter. Hohimer Wealth Management LLC now owns 1,257 shares of the technology company’s stock worth $355,000 after purchasing an additional 139 shares in the last quarter. Interchange Capital Partners LLC boosted its holdings in shares of International Business Machines by 11.3% in the third quarter. Interchange Capital Partners LLC now owns 5,479 shares of the technology company’s stock valued at $1,546,000 after buying an additional 558 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. boosted its holdings in shares of International Business Machines by 4.3% in the third quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 2,003,851 shares of the technology company’s stock valued at $565,407,000 after buying an additional 83,465 shares during the period. Brucke Financial Inc. raised its holdings in shares of International Business Machines by 4.1% during the third quarter. Brucke Financial Inc. now owns 1,864 shares of the technology company’s stock worth $573,000 after acquiring an additional 73 shares during the period. Finally, Total Clarity Wealth Management Inc. raised its holdings in shares of International Business Machines by 224.2% during the third quarter. Total Clarity Wealth Management Inc. now owns 5,298 shares of the technology company’s stock worth $1,495,000 after acquiring an additional 3,664 shares during the period. 58.96% of the stock is currently owned by institutional investors and hedge funds.

International Business Machines News Roundup

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.

International Business Machines Price Performance

Shares of IBM opened at $242.05 on Friday. The company has a current ratio of 0.96, a quick ratio of 0.92 and a debt-to-equity ratio of 1.67. The company’s fifty day simple moving average is $288.39 and its 200 day simple moving average is $283.56. International Business Machines Corporation has a 1-year low of $214.50 and a 1-year high of $324.90. The company has a market cap of $227.05 billion, a price-to-earnings ratio of 21.71, a PEG ratio of 2.38 and a beta of 0.69.

International Business Machines (NYSE:IBM) last announced 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 company 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% on a year-over-year basis. During the same quarter last year, the firm posted $3.92 EPS. On average, research analysts forecast that International Business Machines Corporation will post 10.78 earnings per share for the current fiscal year.

International Business Machines Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 10th will be given a $1.68 dividend. This represents a $6.72 dividend on an annualized basis and a dividend yield of 2.8%. The ex-dividend date of this dividend is Tuesday, February 10th. International Business Machines’s dividend payout ratio (DPR) is presently 60.27%.

Analysts Set New Price Targets

A number of brokerages have recently commented on IBM. BMO Capital Markets restated a “market perform” rating and issued a $350.00 price target on shares of International Business Machines in a report on Thursday, January 29th. Stifel Nicolaus upped their price target on International Business Machines from $325.00 to $340.00 and gave the stock a “buy” rating in a research report on Thursday, January 29th. UBS Group raised shares of International Business Machines from a “sell” rating to a “neutral” rating and set a $236.00 price objective on the stock in a research report on Wednesday. Royal Bank Of Canada set a $361.00 target price on shares of International Business Machines in a research report on Thursday, January 29th. Finally, JPMorgan Chase & Co. lifted their price target on shares of International Business Machines from $312.00 to $317.00 and gave the company a “neutral” rating in a research note on Thursday, January 29th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and eight have issued a Hold rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $320.87.

Insider Activity at International Business Machines

In related news, Director David N. Farr acquired 1,000 shares of International Business Machines stock in a transaction on Friday, January 30th. The stock was purchased 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 directly owned 9,258 shares in the company, valued at $2,814,432. This trade represents a 12.11% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Michael Miebach acquired 434 shares of the firm’s stock in a transaction on 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 completion of the acquisition, the director owned 434 shares of the company’s stock, valued at approximately $101,265.22. The trade was a ∞ increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have bought a total of 1,484 shares of company stock valued at $417,157 over the last quarter. 0.18% of the stock is currently owned by corporate insiders.

International Business Machines 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.