Alliancebernstein L.P. Increases Position in International Business Machines Corporation $IBM

Alliancebernstein L.P. grew its holdings in shares of International Business Machines Corporation (NYSE:IBM) by 13.9% during the third quarter, according to the company in its most recent disclosure with the SEC. The fund owned 1,813,138 shares of the technology company’s stock after buying an additional 221,492 shares during the quarter. Alliancebernstein L.P. owned 0.19% of International Business Machines worth $511,595,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently modified their holdings of the business. Norges Bank purchased a new position in International Business Machines during the 2nd quarter valued at $2,011,122,000. Capital World Investors increased its stake in International Business Machines by 13.9% in the third quarter. Capital World Investors now owns 17,045,156 shares of the technology company’s stock worth $4,809,461,000 after purchasing an additional 2,077,506 shares during the period. Vanguard Group Inc. lifted its position in shares of International Business Machines by 2.1% during the second 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 lifted its position in shares of International Business Machines by 27,928.2% during the second quarter. Laurel Wealth Advisors LLC now owns 1,903,116 shares of the technology company’s stock worth $561,001,000 after purchasing an additional 1,896,326 shares during the last quarter. Finally, First Trust Advisors LP boosted its stake in shares of International Business Machines by 39.6% during the third quarter. First Trust Advisors LP now owns 3,052,880 shares of the technology company’s stock valued at $861,401,000 after purchasing an additional 865,253 shares during the period. 58.96% of the stock is currently owned by hedge funds and other institutional investors.

International Business Machines Stock Performance

IBM stock opened at $246.37 on Friday. International Business Machines Corporation has a 1-year low of $214.50 and a 1-year high of $324.90. The business has a 50-day moving average price of $276.81 and a 200 day moving average price of $284.56. The company has a market capitalization of $231.10 billion, a P/E ratio of 22.10, a PEG ratio of 2.47 and a beta of 0.73. 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 issued its earnings results on Wednesday, January 28th. The technology company reported $4.52 earnings per share (EPS) for the quarter, topping the consensus estimate 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 net margin of 15.69% and a return on equity of 38.15%. The firm’s quarterly revenue was up 12.2% on a year-over-year basis. During the same period in the prior year, the business earned $3.92 EPS. As a group, equities research analysts forecast that International Business Machines Corporation will post 10.78 EPS for the current fiscal year.

International Business Machines Dividend Announcement

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

Analysts Set New Price Targets

A number of research analysts have recently commented on the stock. DZ Bank upgraded shares of International Business Machines to a “hold” rating in a report on Wednesday, February 11th. JPMorgan Chase & Co. boosted their price objective on shares of International Business Machines from $312.00 to $317.00 and gave the company a “neutral” rating in a research report on Thursday, January 29th. Oppenheimer set a $380.00 target price on shares of International Business Machines and gave the stock an “outperform” rating in a research note on Thursday, January 29th. BMO Capital Markets reaffirmed a “market perform” rating and set a $350.00 target price on shares of International Business Machines in a research report on Thursday, January 29th. Finally, Argus set a $360.00 price target on shares of International Business Machines in a research note on Friday, January 30th. 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 company’s stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $320.87.

Insider Buying and Selling

In other International Business Machines news, Director David N. Farr acquired 1,000 shares of International Business Machines stock in a transaction that occurred on Friday, January 30th. The stock was bought at an average price of $304.00 per share, with a total value of $304,000.00. Following the completion of the purchase, 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 position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Michael Miebach bought 434 shares of the stock in a transaction on Wednesday, February 25th. The shares were bought at an average price of $233.33 per share, with a total value of $101,265.22. Following the acquisition, the director owned 434 shares of the company’s stock, valued at $101,265.22. This trade represents a ∞ increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Over the last quarter, insiders have bought 1,484 shares of company stock worth $417,157. Insiders own 0.18% of the company’s stock.

Trending Headlines about 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?

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.