International Business Machines Corporation $IBM Shares Acquired by New York Life Investment Management LLC

New York Life Investment Management LLC raised its holdings in shares of International Business Machines Corporation (NYSE:IBM) by 7.1% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 136,053 shares of the technology company’s stock after purchasing an additional 8,998 shares during the quarter. New York Life Investment Management LLC’s holdings in International Business Machines were worth $38,389,000 at the end of the most recent quarter.

A number of other institutional investors also recently made changes to their positions in the business. Norges Bank bought a new position in International Business Machines during the 2nd quarter valued at $2,011,122,000. Vanguard Group Inc. increased its position in shares of International Business Machines by 2.1% in the 2nd quarter. Vanguard Group Inc. now owns 95,051,475 shares of the technology company’s stock worth $28,019,274,000 after purchasing an additional 1,913,708 shares during the last quarter. Laurel Wealth Advisors LLC raised its stake in shares of International Business Machines by 27,928.2% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 1,903,116 shares of the technology company’s stock valued at $561,001,000 after purchasing an additional 1,896,326 shares in the last quarter. VIRGINIA RETIREMENT SYSTEMS ET Al bought a new position in shares of International Business Machines during the second quarter worth about $133,771,000. Finally, Franklin Resources Inc. grew its stake in International Business Machines by 45.8% in the second quarter. Franklin Resources Inc. now owns 1,313,241 shares of the technology company’s stock worth $387,118,000 after purchasing an additional 412,574 shares in the last quarter. 58.96% of the stock is owned by institutional investors and hedge funds.

Insider Activity at International Business Machines

In other International Business Machines news, Director David N. Farr purchased 1,000 shares of the stock in a transaction dated Friday, January 30th. The shares were bought at an average cost 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 of the company’s stock, valued at approximately $2,814,432. This trade represents a 12.11% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Company insiders own 0.18% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research analysts have commented on the company. Erste Group Bank raised International Business Machines from a “hold” rating to a “buy” rating in a report on Friday, December 5th. Morgan Stanley set a $304.00 price target on International Business Machines in a research report on Thursday, January 29th. Wedbush lifted their price objective on shares of International Business Machines from $325.00 to $340.00 and gave the stock an “outperform” rating in a report on Thursday, January 29th. Royal Bank Of Canada set a $361.00 target price on shares of International Business Machines in a report on Thursday, January 29th. Finally, Bank of America lifted their price target on shares of International Business Machines from $315.00 to $335.00 and gave the company a “buy” rating in a report on Tuesday, January 13th. One research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $330.07.

Key Stories Impacting International Business Machines

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

• Positive Sentiment: IBM won a role on the Missile Defense Agency’s SHIELD program — an IDIQ contract framework with a $151 billion ceiling — reinforcing its government/defense pipeline and validating IBM’s AI and systems capabilities for large, long-duration contracts. IBM to Support Missile Defense Agency SHIELD Contract
• Positive Sentiment: IBM added PepsiCo’s CEO to its board, signaling strengthened governance and bringing a consumer-industry perspective that can support IBM’s go-to-market and valuation narrative as it pushes AI offerings. IBM Adds PepsiCo CEO To Board As AI And Valuation Story Evolves
• Positive Sentiment: High-profile endorsement: Jim Cramer publicly praised IBM’s CEO, which can lift retail and momentum sentiment in the near term. My Hat’s Off to International Business Machines (IBM) CEO, Says Jim Cramer
• Positive Sentiment: Several bullish write-ups and investor-focused pieces outline a constructive case for IBM’s AI and hybrid-cloud-driven earnings upside, supporting buy-side interest. International Business Machines Corporation (IBM): A Bull Case Theory
• Neutral Sentiment: Missouri AG and IBM reached a settlement in a discrimination lawsuit — this removes litigation uncertainty but the story’s financial impact appears limited/contained based on available reporting. Missouri attorney general’s office and IBM reach settlement in discrimination lawsuit
• Neutral Sentiment: Coverage notes that IBM is navigating market headwinds even as it advances its AI push — a reminder of mixed macro/sector pressures versus the company’s strategic progress. IBM Shares Navigate Market Headwinds Amid AI Push
• Neutral Sentiment: A sector piece on quantum-computing outlooks highlights other players (e.g., IONQ) as quantum growth cools; quantum remains a long-term theme but is not an immediate revenue driver for IBM. Quantum Computing 2026 Outlook: 2 Stocks for Long-Term Upside
• Negative Sentiment: Technicals: some coverage flags IBM falling below its 100-day moving average, which can prompt short-term selling or caution among momentum/technical traders. As IBM Stock Breaks Below Its 100-Day Moving Average, Should You Buy the Dip?

International Business Machines Trading Up 3.2%

International Business Machines stock opened at $299.09 on Monday. International Business Machines Corporation has a 52-week low of $214.50 and a 52-week high of $324.90. The company has a quick ratio of 0.92, a current ratio of 0.96 and a debt-to-equity ratio of 1.67. The firm has a market capitalization of $279.57 billion, a price-to-earnings ratio of 26.82, a PEG ratio of 3.00 and a beta of 0.69. The firm has a 50-day moving average price of $302.10 and a two-hundred day moving average price of $283.65.

International Business Machines (NYSE:IBM) last released its quarterly 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. The company had revenue of $19.69 billion for the quarter, compared to analysts’ expectations of $19.23 billion. International Business Machines had a return on equity of 38.15% and a net margin of 15.69%.The business’s revenue for the quarter was up 12.2% compared to the same quarter last year. During the same quarter in the previous year, the company posted $3.92 earnings per share. Sell-side analysts expect that International Business Machines Corporation will post 10.78 earnings per share for the current year.

International Business Machines Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 10th will be paid a $1.68 dividend. The ex-dividend date of this dividend is Tuesday, February 10th. This represents a $6.72 annualized dividend and a dividend yield of 2.2%. International Business Machines’s dividend payout ratio is presently 60.27%.

About International Business Machines

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.