Dorato Capital Management Makes New $730,000 Investment in International Business Machines Corporation $IBM

Dorato Capital Management acquired a new stake in shares of International Business Machines Corporation (NYSE:IBM) in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor acquired 2,361 shares of the technology company’s stock, valued at approximately $730,000.

Other large investors have also modified their holdings of the company. Vanguard Group Inc. lifted its holdings in shares of International Business Machines by 0.8% during the third quarter. Vanguard Group Inc. now owns 95,776,307 shares of the technology company’s stock valued at $27,024,243,000 after purchasing an additional 724,832 shares during the last quarter. State Street Corp increased its stake in International Business Machines by 0.3% in the 2nd quarter. State Street Corp now owns 54,536,963 shares of the technology company’s stock worth $16,076,406,000 after purchasing an additional 147,721 shares in the last quarter. Capital World Investors raised its holdings in International Business Machines by 13.9% during the 3rd quarter. Capital World Investors now owns 17,045,156 shares of the technology company’s stock worth $4,809,461,000 after buying an additional 2,077,506 shares during the period. Legal & General Group Plc lifted its stake in International Business Machines by 2.5% during the third quarter. Legal & General Group Plc now owns 7,302,722 shares of the technology company’s stock valued at $2,060,536,000 after buying an additional 176,219 shares in the last quarter. Finally, Ameriprise Financial Inc. lifted its stake in International Business Machines by 0.9% during the second quarter. Ameriprise Financial Inc. now owns 5,563,164 shares of the technology company’s stock valued at $1,639,966,000 after buying an additional 46,924 shares in the last quarter. 58.96% of the stock is owned by institutional investors.

Trending Headlines about International Business Machines

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

• Positive Sentiment: FedRAMP authorizations for 11 IBM AI and automation solutions (including watsonx) bolster IBM’s ability to win U.S. federal contracts and accelerate sales into government accounts, supporting recurring revenue and credibility. IBM Expands FedRAMP Portfolio
• Positive Sentiment: Strategic collaboration with Arm to develop dual-architecture hardware aimed at large-scale AI and data workloads increases IBM’s addressable market in AI infrastructure and gives customers more deployment choice — a potential revenue accelerator if adopted widely. IBM Announces Strategic Collaboration with Arm
• Positive Sentiment: 10-year research partnership with ETH Zurich to develop AI+quantum algorithms strengthens IBM’s long-term R&D pipeline and technological leadership, important for investor confidence in future growth areas. IBM Partners with ETH Zurich
• Positive Sentiment: Full Sail University will open an on-campus “IBM Cyber Defense Range” (powered by AWS and Cloud Range), expanding IBM’s cybersecurity ecosystem and training pipeline — supportive for long-term adoption of IBM security offerings. Full Sail University to Open IBM Cyber Defense Range
• Positive Sentiment: Marketing/brand activation: IBM’s watsonx-powered “Masters at Madison Square Park” event raises consumer and enterprise visibility for Watson AI capabilities — modest near-term revenue impact but helpful for awareness. First-Ever ‘Masters at Madison Square Park’ Watch Party
• Neutral Sentiment: Analyst and media pieces are mixed: some argue the market has overreacted to recent retracement and view current levels as an opportunity, while others urge reassessment — these narratives can increase volatility but don’t change fundamentals immediately. Is It Time To Reassess IBM
• Negative Sentiment: Near-term pressure from recent share-price weakness and YTD underperformance versus prior multi-year gains may weigh on sentiment and prompt profit-taking or cautious positioning by some funds. Is It Time To Reassess IBM After Recent Share Price Weakness?

Insider Activity

In other news, Director Michael Miebach purchased 434 shares of the business’s stock in a transaction dated Wednesday, February 25th. The stock was bought at an average cost of $233.33 per share, with a total value of $101,265.22. Following the purchase, the director directly owned 434 shares of the company’s stock, valued at approximately $101,265.22. This trade represents a ∞ increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, Director David N. Farr purchased 1,000 shares of International Business Machines 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 completion of the acquisition, the director owned 9,258 shares in the company, valued at $2,814,432. The trade was a 12.11% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Over the last ninety days, insiders acquired 1,484 shares of company stock worth $417,157. Insiders own 0.27% of the company’s stock.

Analysts Set New Price Targets

Several research analysts have recently weighed in on the stock. Jefferies Financial Group reissued a “buy” rating on shares of International Business Machines in a research report on Monday, February 23rd. JPMorgan Chase & Co. decreased their price objective on shares of International Business Machines from $317.00 to $283.00 and set a “neutral” rating for the company in a research note on Wednesday, March 18th. Weiss Ratings reiterated a “buy (b)” rating on shares of International Business Machines in a research report on Thursday, January 22nd. Bank of America increased their target price on International Business Machines from $315.00 to $335.00 and gave the company a “buy” rating in a report on Tuesday, January 13th. Finally, Argus set a $360.00 target price on International Business Machines in a research report on Friday, January 30th. One investment analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and eight have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $314.60.

International Business Machines Stock Up 1.9%

International Business Machines stock opened at $247.86 on Friday. The firm’s 50 day moving average price is $261.11 and its two-hundred day moving average price is $283.91. The firm has a market cap of $232.50 billion, a PE ratio of 22.23, a P/E/G ratio of 2.44 and a beta of 0.69. International Business Machines Corporation has a twelve month low of $214.50 and a twelve month 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.

International Business Machines (NYSE:IBM) last posted 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 business had revenue of $19.69 billion for the quarter, compared to analysts’ expectations of $19.23 billion. During the same period in the previous year, the company posted $3.92 EPS. International Business Machines’s revenue was up 12.2% on a year-over-year basis. On average, research analysts predict that International Business Machines Corporation will post 10.78 EPS for the current fiscal year.

International Business Machines Dividend Announcement

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

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.