Avanza Fonder AB Increases Position in International Business Machines Corporation $IBM

Avanza Fonder AB increased its holdings in International Business Machines Corporation (NYSE:IBM) by 3.8% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 63,322 shares of the technology company’s stock after acquiring an additional 2,290 shares during the period. Avanza Fonder AB’s holdings in International Business Machines were worth $18,757,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently modified their holdings of IBM. Rialto Wealth Management LLC lifted its holdings in International Business Machines by 59.8% during the fourth quarter. Rialto Wealth Management LLC now owns 294 shares of the technology company’s stock worth $87,000 after acquiring an additional 110 shares during the period. First Heartland Consultants Inc. grew its stake in International Business Machines by 2.7% in the 4th quarter. First Heartland Consultants Inc. now owns 2,472 shares of the technology company’s stock valued at $732,000 after purchasing an additional 66 shares during the period. Sunflower Bank N.A. increased its position in shares of International Business Machines by 21.2% during the 4th quarter. Sunflower Bank N.A. now owns 1,045 shares of the technology company’s stock valued at $310,000 after purchasing an additional 183 shares during the last quarter. Capital Asset Advisory Services LLC increased its position in shares of International Business Machines by 4.8% during the 4th quarter. Capital Asset Advisory Services LLC now owns 7,729 shares of the technology company’s stock valued at $2,338,000 after purchasing an additional 351 shares during the last quarter. Finally, Clear Trail Advisors LLC bought a new stake in shares of International Business Machines during the 4th quarter worth $4,028,000. 58.96% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In related news, Director Michael Miebach acquired 434 shares of the firm’s stock in a transaction that occurred on Wednesday, February 25th. The shares were bought at an average cost of $233.33 per share, for a total transaction of $101,265.22. Following the purchase, the director owned 434 shares in the company, valued at $101,265.22. This trade represents a ∞ increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director David N. Farr acquired 1,000 shares of the company’s stock in a transaction that occurred on Friday, January 30th. The shares were bought at an average cost of $304.00 per share, for a total transaction of $304,000.00. Following the acquisition, the director directly owned 9,258 shares in the company, valued at $2,814,432. This represents a 12.11% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have acquired a total of 1,484 shares of company stock worth $417,157 in the last three months. Insiders own 0.27% of the company’s stock.

Analyst Ratings Changes

Several research firms recently weighed in on IBM. Royal Bank Of Canada set a $361.00 price target on shares of International Business Machines in a research report on Thursday, January 29th. Evercore lifted their price objective on shares of International Business Machines from $330.00 to $345.00 and gave the stock an “outperform” rating in a research report on Thursday, January 29th. DZ Bank upgraded shares of International Business Machines to a “hold” rating in a research note on Wednesday, February 11th. UBS Group raised shares of International Business Machines from a “sell” rating to a “neutral” rating and set a $236.00 target price for the company in a research report on Wednesday, February 25th. 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 issued a Buy rating and eight have issued a Hold rating to the company. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $314.60.

International Business Machines Price Performance

NYSE IBM opened at $248.38 on Tuesday. 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 company has a market cap of $232.98 billion, a PE ratio of 22.28, a price-to-earnings-growth ratio of 2.42 and a beta of 0.73. International Business Machines Corporation has a 52 week low of $214.50 and a 52 week high of $324.90. The firm’s 50-day simple moving average is $270.58 and its two-hundred day simple moving average is $285.09.

International Business Machines (NYSE:IBM) last posted its earnings results on Wednesday, January 28th. The technology company reported $4.52 earnings per share for the quarter, topping the consensus estimate of $4.33 by $0.19. The firm had revenue of $19.69 billion during the quarter, compared to the consensus estimate of $19.23 billion. International Business Machines had a net margin of 15.69% and a return on equity of 38.15%. The company’s revenue was up 12.2% on a year-over-year basis. During the same quarter last year, the company earned $3.92 earnings per share. Research analysts predict that International Business Machines Corporation will post 10.78 earnings per share for the current year.

International Business Machines Dividend Announcement

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

More International Business Machines News

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

• Positive Sentiment: Analysts and market-watchers cited reasons IBM outpaced the broader market today, pointing to company-specific catalysts that helped lift the stock. Why IBM Outpaced the Stock Market Today
• Positive Sentiment: IBM announced new watsonx-powered, AI-enabled digital fan features for the 90th Masters Tournament — a high-visibility commercial showcase of its generative AI capabilities and long-running partnership that can help win customer mindshare. IBM Debuts New AI Enabled Digital Experiences for the 90th Masters Tournament
• Positive Sentiment: Coverage highlighting IBM’s alliances (quantum/AI/NVIDIA, Lam Research semiconductor work, and post-quantum advisory services) frames the stock as having meaningful upside across AI infrastructure and quantum computing — strategic narratives investors favor for long-term growth. IBM Alliances Highlight Quantum And AI Upside For Undervalued Shares
• Positive Sentiment: Data shows recent insider purchases and large institutional rebalances (some adding shares) plus a median analyst target well above current levels — these flows and positive analyst convictions support upward pressure. $IBM stock is up 3% today. Here’s what we see in our data.
• Neutral Sentiment: ETF issuer Tradr plans single-stock leveraged ETFs tied to IBM, which could boost intraday volume and volatility but doesn’t change fundamentals. Traders should expect larger flows and potential short-term swings. Tradr Set to Launch Leveraged ETFs on AMZN, AAOI, HL and IBM
• Neutral Sentiment: Coverage noting IBM’s stock is tracking S&P 500 and Russell 1000 trends suggests some performance simply reflects index flows rather than company-specific news. International Business Machines Shares Track S&P 500 Trends IBM Moves in Russell 1000 on AI, Cloud Growth
• Neutral Sentiment: Broader market headwinds (e.g., rising oil weighing on U.S. stocks) are a background risk; they can mute gains even when company news is positive. Stock Market News for Mar 23, 2026
• Negative Sentiment: IBM experienced a price dip after an analyst downgrade that highlighted concerns; that downgrade still weighs on sentiment and could cap rallies until earnings/strategy reassure investors. Stock Price Down 1.7% After Analyst Downgrade
• Negative Sentiment: Some commentary questions whether IBM can adapt quickly enough to tech transitions, a narrative that can pressure valuation multiples despite positive product/partnership headlines. Should You Buy IBM Stock on the Dip?

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.