Coldstream Capital Management Inc. Raises Stock Position in International Business Machines Corporation $IBM

Coldstream Capital Management Inc. raised its stake in shares of International Business Machines Corporation (NYSE:IBM) by 13.1% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 53,701 shares of the technology company’s stock after buying an additional 6,220 shares during the period. Coldstream Capital Management Inc.’s holdings in International Business Machines were worth $15,152,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently modified their holdings of the company. Brighton Jones LLC increased its position in International Business Machines by 12.4% during the fourth quarter. Brighton Jones LLC now owns 21,011 shares of the technology company’s stock valued at $4,619,000 after acquiring an additional 2,323 shares during the last quarter. Sivia Capital Partners LLC grew its position in International Business Machines by 10.6% during the second quarter. Sivia Capital Partners LLC now owns 1,938 shares of the technology company’s stock valued at $571,000 after buying an additional 186 shares during the period. Massachusetts Financial Services Co. MA increased its holdings in International Business Machines by 36.2% during the second quarter. Massachusetts Financial Services Co. MA now owns 436,623 shares of the technology company’s stock valued at $128,708,000 after buying an additional 116,109 shares during the last quarter. Nordwand Advisors LLC raised its position in International Business Machines by 197.8% in the second quarter. Nordwand Advisors LLC now owns 5,044 shares of the technology company’s stock worth $1,487,000 after acquiring an additional 3,350 shares during the period. Finally, Frank Rimerman Advisors LLC raised its position in International Business Machines by 19.6% in the second quarter. Frank Rimerman Advisors LLC now owns 22,385 shares of the technology company’s stock worth $6,599,000 after acquiring an additional 3,672 shares during the period. 58.96% of the stock is owned by institutional investors.

Insider Transactions at International Business Machines

In other International Business Machines news, Director Michael Miebach bought 434 shares of the business’s stock in a transaction that occurred on Wednesday, February 25th. The stock was purchased at an average price of $233.33 per share, for a total transaction of $101,265.22. Following the completion of the transaction, the director owned 434 shares of the company’s stock, valued at $101,265.22. This trade represents a ∞ increase in their position. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director David N. Farr bought 1,000 shares of the firm’s stock in a transaction that occurred on Friday, January 30th. The shares were acquired at an average cost of $304.00 per share, for a total transaction of $304,000.00. Following the purchase, 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 SEC filing for this purchase provides additional information. In the last ninety days, insiders bought 1,484 shares of company stock valued at $417,157. Corporate insiders own 0.27% of the company’s stock.

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

International Business Machines Stock Performance

Shares of NYSE IBM opened at $256.28 on Wednesday. The stock has a market cap of $240.40 billion, a PE 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 1 year low of $214.50 and a 1 year high of $324.90. The firm has a fifty day moving average price of $274.98 and a 200-day moving average price of $284.96. The company has a debt-to-equity ratio of 1.67, a current ratio of 0.96 and a quick ratio of 0.92.

International Business Machines (NYSE:IBM) last released its earnings results on Wednesday, January 28th. The technology company reported $4.52 earnings per share for the quarter, beating analysts’ consensus estimates 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 company had revenue of $19.69 billion for the quarter, compared to analysts’ expectations of $19.23 billion. During the same quarter in the previous year, the company earned $3.92 EPS. International Business Machines’s revenue for the quarter was up 12.2% on a year-over-year basis. Equities analysts anticipate 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 was paid on Tuesday, March 10th. Stockholders 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 payout ratio is presently 60.27%.

Analyst Ratings Changes

A number of brokerages have recently issued reports on IBM. Dbs Bank raised shares of International Business Machines from a “hold” rating to a “moderate buy” rating in a research report on Monday, January 19th. Wedbush reaffirmed an “outperform” rating and issued a $340.00 target price on shares of International Business Machines in a report on Tuesday, February 24th. Erste Group Bank downgraded International Business Machines from a “buy” rating to a “hold” rating in a research report on Wednesday, February 18th. Argus set a $360.00 price target on International Business Machines in a research report on Friday, January 30th. Finally, Evercore raised their price objective on International Business Machines from $330.00 to $345.00 and gave the stock an “outperform” rating in a research note on Thursday, January 29th. One analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and eight have assigned a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus 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.