First Trust Advisors LP Purchases 865,253 Shares of International Business Machines Corporation $IBM

Posted by Defense World Staff on Mar 7th, 2026

First Trust Advisors LP grew its position in shares of International Business Machines Corporation (NYSE:IBM – Free Report) by 39.6% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,052,880 shares of the technology company’s stock after purchasing an additional 865,253 shares during the period. International Business Machines makes up 0.6% of First Trust Advisors LP’s portfolio, making the stock its 13th biggest holding. First Trust Advisors LP owned about 0.33% of International Business Machines worth $861,401,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in the company. Winnow Wealth LLC purchased a new position in International Business Machines during the second quarter worth about $27,000. Mountain Hill Investment Partners Corp. purchased a new stake in shares of International Business Machines in the 3rd quarter valued at about $28,000. Trifecta Capital Advisors LLC raised its holdings in shares of International Business Machines by 129.1% in the 3rd quarter. Trifecta Capital Advisors LLC now owns 126 shares of the technology company’s stock valued at $36,000 after acquiring an additional 71 shares in the last quarter. American Wealth Advisors LLC bought a new stake in shares of International Business Machines during the 3rd quarter valued at about $40,000. Finally, Legacy Wealth Managment LLC ID grew its holdings in shares of 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. Institutional investors own 58.96% of the company’s stock.

International Business Machines Stock Up 0.6%

Shares of IBM opened at $258.19 on Friday. International Business Machines Corporation has a 1 year low of $214.50 and a 1 year high of $324.90. The company has a debt-to-equity ratio of 1.67, a current ratio of 0.96 and a quick ratio of 0.92. The stock has a 50 day simple moving average of $281.73 and a two-hundred day simple moving average of $283.99. The firm has a market cap of $242.19 billion, a P/E ratio of 23.16, a P/E/G ratio of 2.57 and a beta of 0.73.

International Business Machines (NYSE:IBM – Get Free Report) 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 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 business’s revenue was up 12.2% compared to the same quarter last year. During the same period last year, the firm posted $3.92 earnings per share. On average, analysts forecast that International Business Machines Corporation will post 10.78 earnings per share for the current fiscal year.

International Business Machines Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Investors 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 yield of 2.6%. The ex-dividend date is Tuesday, February 10th. International Business Machines’s dividend payout ratio (DPR) is presently 60.27%.

International Business Machines News Summary

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 Analysts Forecast Growth

A number of brokerages recently weighed in on IBM. Sanford C. Bernstein reaffirmed a “market perform” rating on shares of International Business Machines in a research note on Wednesday, December 10th. Erste Group Bank lowered shares of International Business Machines from a “buy” rating to a “hold” rating in a report on Wednesday, February 18th. Wall Street Zen cut shares of International Business Machines from a “buy” rating to a “hold” rating in a research report on Sunday, January 11th. Bank of America lifted their price objective on shares of International Business Machines from $315.00 to $335.00 and gave the stock a “buy” rating in a report on Tuesday, January 13th. Finally, DZ Bank upgraded shares of International Business Machines to a “hold” rating in a research report on Wednesday, February 11th. One research 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 stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $320.87.

Read Our Latest Research Report on International Business Machines

Insider Buying and Selling at International Business Machines

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

International Business Machines Company 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.