AIA Group Ltd Buys 12,809 Shares of International Business Machines Corporation $IBM

AIA Group Ltd grew its stake in International Business Machines Corporation (NYSE:IBM) by 58.3% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 34,798 shares of the technology company’s stock after buying an additional 12,809 shares during the period. AIA Group Ltd’s holdings in International Business Machines were worth $9,819,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently made changes to their positions in the stock. Strategic Investment Advisors MI raised its position in shares of International Business Machines by 16.1% during the 3rd quarter. Strategic Investment Advisors MI now owns 1,400 shares of the technology company’s stock valued at $395,000 after buying an additional 194 shares in the last quarter. Farmers National Bank increased its stake in International Business Machines by 2.6% in the third quarter. Farmers National Bank now owns 26,114 shares of the technology company’s stock valued at $7,368,000 after acquiring an additional 664 shares during the last quarter. FNY Investment Advisers LLC bought a new position in International Business Machines in the third quarter valued at $1,410,000. Hudson Bay Capital Management LP raised its position in International Business Machines by 104.2% during the third quarter. Hudson Bay Capital Management LP now owns 1,069 shares of the technology company’s stock valued at $302,000 after purchasing an additional 26,769 shares in the last quarter. Finally, Painted Porch Advisors LLC lifted its stake in International Business Machines by 233.1% during the third quarter. Painted Porch Advisors LLC now owns 443 shares of the technology company’s stock worth $125,000 after purchasing an additional 310 shares during the last quarter. Hedge funds and other institutional investors own 58.96% of the company’s stock.

Analyst Ratings Changes

A number of research firms have recently issued reports on IBM. Jefferies Financial Group reiterated a “buy” rating on shares of International Business Machines in a report on Monday, February 23rd. BMO Capital Markets restated a “market perform” rating and issued a $350.00 target price on shares of International Business Machines in a research report on Thursday, January 29th. Bank of America upped their target price on International Business Machines from $315.00 to $335.00 and gave the stock a “buy” rating in a research note on Tuesday, January 13th. Dbs Bank upgraded shares of International Business Machines from a “hold” rating to a “moderate buy” rating in a research report on Monday, January 19th. Finally, Sanford C. Bernstein reissued a “market perform” rating on shares of International Business Machines in a research note on Wednesday, December 10th. One investment analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and eight have issued a Hold rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $318.60.

International Business Machines Stock Down 1.9%

Shares of NYSE:IBM opened at $251.31 on Thursday. The stock’s 50-day moving average is $274.07 and its 200 day moving average is $284.72. The company has a market cap of $235.74 billion, a PE ratio of 22.54, a P/E/G ratio of 2.57 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 Corporation has a 1 year low of $214.50 and a 1 year high of $324.90.

International Business Machines (NYSE:IBM) last issued its quarterly earnings data on Wednesday, January 28th. The technology company reported $4.52 earnings per share for the quarter, topping analysts’ consensus estimates of $4.33 by $0.19. International Business Machines had a return on equity of 38.15% and a net margin of 15.69%.The firm had revenue of $19.69 billion for the quarter, compared to analyst estimates of $19.23 billion. During the same period last year, the company earned $3.92 EPS. The business’s quarterly revenue was up 12.2% compared to the same quarter last year. Sell-side analysts anticipate that International Business Machines Corporation will post 10.78 EPS for the current year.

International Business Machines Dividend Announcement

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

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 for about $11bn, adding real‑time data streaming to its stack and announcing day‑one integrations with watsonx.data, IBM MQ, webMethods and IBM Z — a move IBM says will power AI agents and hybrid enterprise workflows. This is a meaningful strategic accelerator for IBM’s AI roadmap. IBM Completes Acquisition of Confluent
• Positive Sentiment: IBM expanded its partnership with NVIDIA to embed NVIDIA GPUs into IBM Cloud and Red Hat AI Factory, aimed at moving enterprise AI projects from pilot to production — a commercial ramp that could drive software, services and cloud demand. IBM and NVIDIA Partner to Help Businesses Deploy AI at Scale
• Positive Sentiment: IBM Consulting teamed with The Hackett Group to help clients prioritize high‑ROI AI use cases and align them to existing workflows — an initiative that could accelerate enterprise AI adoption and consulting services revenue. IBM Business Operations and The Hackett Group Collaborate to Accelerate and Enhance Enterprise AI Business Outcomes
• Positive Sentiment: Recognition of IBM research: IBM Fellow Charles H. Bennett was named a co‑recipient of the A.M. Turing Award, reinforcing IBM’s standing in advanced computing and quantum research — positive for long‑term reputation and innovation credentials. IBM Fellow and Quantum Pioneer Charles H. Bennett Receives A.M. Turing Award
• Neutral Sentiment: Procedural: Confluent has been delisted from Nasdaq following the acquisition — an expected corporate housekeeping step with limited direct impact on IBM’s near‑term financials. IBM Completes Confluent Acquisition, Company Delists from Nasdaq
• Negative Sentiment: JPMorgan reduced its price target on IBM from $317 to $283 and moved to a “neutral” rating — a notable analyst downgrade that can prompt selling or reduce buying interest in the near term. JPMorgan Lowers IBM Price Target
• Negative Sentiment: Near‑term technical/market pressure: the stock sits below recent 50‑ and 200‑day averages and volume is lighter than average, conditions that can amplify downside when analyst sentiment turns cautious. (Background trading data.)

Insider Buying and Selling at International Business Machines

In related news, Director Michael Miebach acquired 434 shares of the firm’s stock in a transaction on Wednesday, February 25th. The stock was acquired at an average cost of $233.33 per share, for a total transaction 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 purchase was disclosed in a legal filing with the SEC, which is available at this link. Also, Director David N. Farr purchased 1,000 shares of International Business Machines stock in a transaction that occurred on Friday, January 30th. The shares were bought at an average price of $304.00 per share, for a total transaction of $304,000.00. Following the transaction, the director directly owned 9,258 shares of the company’s stock, valued at $2,814,432. This trade represents a 12.11% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders acquired a total of 1,484 shares of company stock valued at $417,157 over the last 90 days. Company insiders own 0.27% of the company’s stock.

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.