Ameriprise Financial Inc. Decreases Stock Holdings in International Business Machines Corporation $IBM

Ameriprise Financial Inc. lowered its position in shares of International Business Machines Corporation (NYSE:IBM) by 0.8% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 5,519,633 shares of the technology company’s stock after selling 43,531 shares during the period. Ameriprise Financial Inc. owned 0.59% of International Business Machines worth $1,557,481,000 at the end of the most recent quarter.

Several other large investors have also recently bought and sold shares of IBM. Winnow Wealth LLC acquired a new position in shares of International Business Machines during the 2nd quarter worth about $27,000. Mountain Hill Investment Partners Corp. acquired a new stake in shares of International Business Machines during the 3rd quarter worth about $28,000. SWAN Capital LLC purchased a new stake in International Business Machines during the third quarter worth approximately $28,000. Trifecta Capital Advisors LLC boosted its holdings in 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 in the last quarter. Finally, American Wealth Advisors LLC purchased a new position in International Business Machines in the third quarter valued at approximately $40,000. Hedge funds and other institutional investors own 58.96% of the company’s stock.

Insider Buying and Selling

In other news, Director David N. Farr acquired 1,000 shares of the stock in a transaction that occurred on Friday, January 30th. The shares were purchased at an average cost of $304.00 per share, for a total transaction of $304,000.00. Following the transaction, the director directly owned 9,258 shares in the company, valued at approximately $2,814,432. This represents a 12.11% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director Michael Miebach acquired 434 shares of the company’s stock in a transaction on Wednesday, February 25th. The stock was purchased 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 in the company, valued at $101,265.22. This trade represents a ∞ increase in their position. The disclosure for this purchase is available in the SEC filing. In the last three months, insiders bought 1,484 shares of company stock worth $417,157. Corporate insiders own 0.18% of the company’s stock.

International Business Machines Trading Down 0.5%

NYSE IBM opened at $246.37 on Friday. The firm’s fifty day moving average is $276.81 and its two-hundred day moving average is $284.56. International Business Machines Corporation has a one year low of $214.50 and a one year high of $324.90. The company has a debt-to-equity ratio of 1.67, a quick ratio of 0.92 and a current ratio of 0.96. The firm has a market cap of $231.10 billion, a PE ratio of 22.10, a P/E/G ratio of 2.47 and a beta of 0.73.

International Business Machines (NYSE:IBM) last announced its earnings results on Wednesday, January 28th. The technology company reported $4.52 earnings per share 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 business had revenue of $19.69 billion during the quarter, compared to the consensus estimate of $19.23 billion. During the same quarter in the prior year, the firm earned $3.92 earnings per share. The business’s quarterly revenue was up 12.2% compared to the same quarter last year. Analysts expect that International Business Machines Corporation will post 10.78 earnings per share for the current year.

International Business Machines Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 10th were paid a $1.68 dividend. This represents a $6.72 annualized dividend and a dividend yield of 2.7%. The ex-dividend date was Tuesday, February 10th. International Business Machines’s dividend payout ratio (DPR) is 60.27%.

Key Headlines Impacting International Business Machines

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

• Positive Sentiment: IBM published a practical “quantum‑centric supercomputing” reference architecture that maps how quantum processors can be integrated with CPUs and GPUs — a clear strategic push to own early enterprise quantum and attract research/cloud customers. IBM Releases a New Blueprint for Quantum-Centric Supercomputing
• Positive Sentiment: IBM announced a partnership with Taiwan’s E.SUN Bank to deliver an enterprise AI governance framework — a commercial proof point that could help drive services and consulting revenue in regulated industries. IBM Teams Up With E.SUN Bank on AI Governance
• Positive Sentiment: Analysts continue to call IBM a top large-cap tech name alongside peers, which supports medium-term investor interest despite recent weakness. Analysts Are Bullish on Top Technology Stocks
• Positive Sentiment: Coverage highlights IBM’s “dual‑pronged” strategy (AI/hybrid cloud + quantum) to redefine enterprise computing — reinforces the company’s long-term narrative even as adoption timelines remain gradual. IBM’s Dual-Pronged Strategy to Redefine Computing Power
• Neutral Sentiment: IBM’s CFO gave interviews outlining priorities around AI, hybrid cloud and quantum — useful for strategic context but not new guidance. The Motley Fool Interviews IBM CFO Jim Kavanaugh
• Neutral Sentiment: Industry roundups and tech press reiterate IBM’s quantum roadmap and positioning; positive for brand/technology leadership but benefits are multi‑year. IBM Introduces Blueprint to Combine Quantum Computers with Traditional Supercomputers
• Negative Sentiment: Competitive/near‑term threat: Anthropic’s Claude Code announcement (automation for COBOL modernization) has sparked concerns that third‑party AI tools could displace some IBM mainframe/modernization services, and analysts/media point to that as a contributor to the year‑to‑date decline. IBM Has Fallen 16% as Anthropic Puts Them In The Bullseye
• Negative Sentiment: Market reaction: IBM shares slipped around the quantum blueprint release and have been under pressure from technicals (current price below 50‑ and 200‑day moving averages) and lower trading volume, prompting short‑term selling. What’s going on with IBM stock on Thursday?

Wall Street Analysts Forecast Growth

IBM has been the subject of several recent analyst reports. Wedbush restated an “outperform” rating and set a $340.00 price objective on shares of International Business Machines in a research report on Tuesday, February 24th. UBS Group upgraded shares of International Business Machines from a “sell” rating to a “neutral” rating and set a $236.00 price target on the stock in a research note on Wednesday, February 25th. DZ Bank raised shares of International Business Machines to a “hold” rating in a research report on Wednesday, February 11th. Royal Bank Of Canada set a $361.00 price objective on shares of International Business Machines in a research note on Thursday, January 29th. Finally, Stifel Nicolaus raised their price objective on International Business Machines from $325.00 to $340.00 and gave the stock a “buy” rating in a report 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 assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, International Business Machines presently has an average rating of “Moderate Buy” and an average price target of $320.87.

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.