Ameriflex Group Inc. Raises Stock Holdings in International Business Machines Corporation $IBM

Ameriflex Group Inc. raised its position in International Business Machines Corporation (NYSE:IBM) by 308.6% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 2,864 shares of the technology company’s stock after purchasing an additional 2,163 shares during the period. Ameriflex Group Inc.’s holdings in International Business Machines were worth $808,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also modified their holdings of the company. Norges Bank acquired a new position in International Business Machines in the 2nd quarter valued at $2,011,122,000. Vanguard Group Inc. boosted its holdings in shares of International Business Machines by 2.1% during the second quarter. Vanguard Group Inc. now owns 95,051,475 shares of the technology company’s stock worth $28,019,274,000 after purchasing an additional 1,913,708 shares during the last quarter. Laurel Wealth Advisors LLC boosted its holdings in shares of International Business Machines by 27,928.2% during the second quarter. Laurel Wealth Advisors LLC now owns 1,903,116 shares of the technology company’s stock worth $561,001,000 after purchasing an additional 1,896,326 shares during the last quarter. First Trust Advisors LP grew its position in shares of International Business Machines by 39.6% in the third quarter. First Trust Advisors LP now owns 3,052,880 shares of the technology company’s stock valued at $861,401,000 after purchasing an additional 865,253 shares during the period. Finally, Franklin Resources Inc. increased its stake in International Business Machines by 45.8% in the second quarter. Franklin Resources Inc. now owns 1,313,241 shares of the technology company’s stock valued at $387,118,000 after purchasing an additional 412,574 shares during the last quarter. 58.96% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting International Business Machines

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

• Positive Sentiment: IBM Research co-led the experimental creation and characterization of a never-before-seen “half‑Möbius” molecule, using a quantum‑computer + supercomputer workflow — a Science publication that showcases IBM’s quantum R&D leadership and the real scientific utility of its quantum stack (positive for long‑term differentiation and IP). IBM Uses Quantum-Supercomputer Combo to Model Newly Discovered Half-Möbius Molecule
• Positive Sentiment: IBM announced a partnership to integrate Deepgram’s speech‑to‑text / text‑to‑speech into watsonx Orchestrate, strengthening IBM’s enterprise voice and generative‑AI offerings and improving product competitiveness in conversational automation use cases. International Business Machines Corporation (IBM) Partners With Deepgram to Support Its Generative AI Solution
• Positive Sentiment: Reports detail new AI contracts and board expansion (including a reported US$112M Defense Commissary Agency electronic‑shelf‑label modernization deal and two new directors), which investors view as concrete revenue/contract wins and governance support for growth in AI services. IBM and University Researchers Create a Never-Before-Seen Molecule and Prove its Exotic Nature with Quantum Computing
• Positive Sentiment: Industry research named IBM among leaders in the Data Integration market (multi‑cloud platforms, AI‑driven data pipelines), reinforcing its enterprise software and services positioning where recurring revenue and cross‑sell matter. Data Integration Company Evaluation Report 2025
• Positive Sentiment: Analyst attention (UBS upgrade), insider buying and recent earnings beats have drawn investor focus back to IBM’s valuation and AI strategy, supporting near‑term sentiment. A Look At IBM (IBM) Valuation After UBS Upgrade Insider Buying And Solid Earnings
• Neutral Sentiment: Macro/industry coverage on AI “creative destruction” highlights structural tailwinds for AI infrastructure and services — a supportive backdrop but not an IBM‑specific catalyst today. Wall Street Sees AI’s ‘Creative Destruction’ Coming For Entire Companies
• Neutral Sentiment: Other quantum industry moves (e.g., Pasqal pursuing a SPAC) and startups scaling enterprise AI (Ivo) are market context — potential competition or validation of demand but not immediate IBM news. Pasqal plans public debut with Bleichroeder in $2bn SPAC deal
• Negative Sentiment: Some coverage flags valuation and legacy exposure risks (mainframe sensitivity) and notes a recent pullback in share performance despite upgrades — reminders that investor optimism over AI/quantum must be balanced against near‑term earnings mix and valuation. A Look At IBM (IBM) Valuation After UBS Upgrade Insider Buying And Solid Earnings

Wall Street Analyst Weigh In

A number of analysts have issued reports on IBM shares. JPMorgan Chase & Co. raised their price target on International Business Machines from $312.00 to $317.00 and gave the stock a “neutral” rating in a research note on Thursday, January 29th. UBS Group upgraded 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 report on Wednesday, February 25th. BMO Capital Markets reissued a “market perform” rating and issued a $350.00 target price on shares of International Business Machines in a research report on Thursday, January 29th. Stifel Nicolaus upped their price target on shares of International Business Machines from $325.00 to $340.00 and gave the stock a “buy” rating in a research report on Thursday, January 29th. Finally, Sanford C. Bernstein reaffirmed a “market perform” rating on shares of International Business Machines in a research note on Wednesday, December 10th. One analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and eight have assigned a Hold rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $320.87.

Insider Transactions at International Business Machines

In other International Business Machines news, Director David N. Farr bought 1,000 shares of the business’s stock in a transaction on Friday, January 30th. The shares were bought at an average cost of $304.00 per share, with a total value of $304,000.00. Following the transaction, the director directly owned 9,258 shares in the company, valued at approximately $2,814,432. This trade represents a 12.11% increase in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, Director Michael Miebach purchased 434 shares of the firm’s stock in a transaction dated Wednesday, February 25th. The shares were bought at an average cost of $233.33 per share, with a total value of $101,265.22. Following the transaction, the director directly owned 434 shares of the company’s stock, valued at approximately $101,265.22. This represents a ∞ increase in their position. The SEC filing for this purchase provides additional information. 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.

International Business Machines Trading Up 0.6%

NYSE IBM opened at $258.19 on Friday. The stock has a market cap of $242.19 billion, a P/E ratio of 23.16, a PEG ratio of 2.57 and a beta of 0.73. The company’s fifty day simple moving average is $281.73 and its 200-day simple moving average is $283.99. The company has a current ratio of 0.96, a quick ratio of 0.92 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.

International Business Machines (NYSE:IBM) last released its quarterly earnings results on Wednesday, January 28th. The technology company reported $4.52 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.33 by $0.19. International Business Machines had a net margin of 15.69% and a return on equity of 38.15%. The firm had revenue of $19.69 billion for the quarter, compared to the consensus estimate of $19.23 billion. During the same quarter in the previous year, the firm posted $3.92 EPS. The firm’s quarterly revenue was up 12.2% on a year-over-year basis. Equities research analysts predict that International Business Machines Corporation will post 10.78 EPS for the current fiscal year.

International Business Machines Dividend Announcement

The firm 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 $1.68 dividend. The ex-dividend date is Tuesday, February 10th. This represents a $6.72 annualized dividend and a dividend yield of 2.6%. International Business Machines’s payout ratio is 60.27%.

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.