Achmea Investment Management B.V. Sells 19,328 Shares of International Business Machines Corporation $IBM

Achmea Investment Management B.V. cut its holdings in shares of International Business Machines Corporation (NYSE:IBM) by 8.1% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 220,243 shares of the technology company’s stock after selling 19,328 shares during the quarter. International Business Machines accounts for 0.8% of Achmea Investment Management B.V.’s holdings, making the stock its 19th largest position. Achmea Investment Management B.V.’s holdings in International Business Machines were worth $62,143,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the business. Winnow Wealth LLC bought a new position in shares of International Business Machines during the second quarter valued at $27,000. Mountain Hill Investment Partners Corp. bought a new stake in shares of International Business Machines in the third quarter worth $28,000. SWAN Capital LLC bought a new position in International Business Machines during the 3rd quarter worth $28,000. Trifecta Capital Advisors LLC raised its position in International Business Machines by 129.1% during the 3rd quarter. Trifecta Capital Advisors LLC now owns 126 shares of the technology company’s stock worth $36,000 after purchasing an additional 71 shares during the last quarter. Finally, American Wealth Advisors LLC acquired a new position in International Business Machines during the 3rd quarter worth about $40,000. 58.96% of the stock is currently owned by institutional investors and hedge funds.

International Business Machines Price Performance

IBM stock opened at $256.28 on Wednesday. The firm has a 50 day moving average of $274.98 and a 200-day moving average of $284.96. 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 firm has a market capitalization of $240.40 billion, a P/E ratio of 22.98, a price-to-earnings-growth ratio of 2.50 and a beta of 0.73. International Business Machines Corporation has a 12 month low of $214.50 and a 12 month high of $324.90.

International Business Machines (NYSE:IBM) last announced its quarterly earnings results on Wednesday, January 28th. The technology company reported $4.52 EPS for the quarter, beating 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 during the quarter, compared to the consensus estimate of $19.23 billion. During the same period last year, the firm earned $3.92 EPS. The business’s quarterly revenue was up 12.2% compared to the same quarter last year. As a group, sell-side analysts predict that International Business Machines Corporation will post 10.78 earnings per share for the current fiscal year.

International Business Machines Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 10th. Investors of record on Tuesday, February 10th were given a $1.68 dividend. This represents a $6.72 annualized dividend and a dividend yield of 2.6%. The ex-dividend date was Tuesday, February 10th. International Business Machines’s dividend payout ratio is 60.27%.

Wall Street Analyst Weigh In

Several equities research analysts have recently weighed in on the company. BMO Capital Markets reissued a “market perform” rating and issued a $350.00 price target on shares of International Business Machines in a research note on Thursday, January 29th. Oppenheimer set a $380.00 price objective 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 International Business Machines in a report on Friday, January 30th. JPMorgan Chase & Co. raised their price target on shares of International Business Machines from $312.00 to $317.00 and gave the stock a “neutral” rating in a report on Thursday, January 29th. Finally, Wedbush restated an “outperform” rating and issued a $340.00 price target on shares of International Business Machines in a research report on Tuesday, February 24th. 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 MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $320.87.

Key International Business Machines News

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

• Positive Sentiment: IBM completed its acquisition of Confluent (roughly $11B), and management announced immediate integrations with watsonx.data, IBM MQ, webMethods and IBM Z to make real‑time streaming data a core for enterprise AI—this strengthens IBM’s data-to-AI stack and supports revenue/ARR growth prospects. IBM Completes Acquisition of Confluent
• Positive Sentiment: IBM expanded its collaboration with NVIDIA to integrate GPUs across IBM Cloud, Red Hat AI Factory and on‑prem/regulatory environments—this addresses a major bottleneck for customers moving AI pilots to production and reinforces IBM’s hybrid cloud + AI positioning. IBM Announces Expanded Collaboration with NVIDIA
• Positive Sentiment: Wedbush reiterated an Outperform rating and raised its $340 target, highlighting IBM’s enterprise positioning and estimate revisions—analyst support adds conviction to the rally and potential upside. Wedbush Outperform on IBM
• Neutral Sentiment: Coverage notes IBM’s quantum computing blueprint for hybrid quantum‑classical systems, which could be strategically important long term but remains uncertain for near‑term revenue impact. This underscores tech leadership but is a multi‑year story. The New Threat IBM’s Quantum Computing Research Poses to D-Wave
• Neutral Sentiment: Market commentary explains recent outperformance as a mix of deal flow, AI partnerships, and solid quarterly results (better‑than‑expected EPS/revenue in Q4), which support momentum but don’t eliminate macro or competitive risks. Why IBM Outpaced the Stock Market Today
• Negative Sentiment: The Confluent deal’s $11B price tag and integration risk create near‑term execution and leverage concerns—investors should watch cash flow impacts, potential restructuring costs, and how quickly Confluent contributes to margins and ARR. IBM Closes $11 Billion Deal for Confluent

Insider Activity at International Business Machines

In related news, Director David N. Farr purchased 1,000 shares of the firm’s stock in a transaction dated Friday, January 30th. The shares were purchased at an average price of $304.00 per share, with a total value of $304,000.00. Following the acquisition, the director directly owned 9,258 shares of the company’s stock, valued at approximately $2,814,432. This represents a 12.11% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Michael Miebach bought 434 shares of International Business Machines stock in a transaction that occurred 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 purchase, the director owned 434 shares of the company’s stock, valued at $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. Over the last 90 days, insiders purchased 1,484 shares of company stock worth $417,157. 0.27% of the stock is owned by company insiders.

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.