Ossiam Grows Stock Holdings in International Business Machines Corporation $IBM

Ossiam grew its stake in International Business Machines Corporation (NYSE:IBM) by 153.6% during the third quarter, Holdings Channel.com reports. The fund owned 47,405 shares of the technology company’s stock after purchasing an additional 28,715 shares during the quarter. Ossiam’s holdings in International Business Machines were worth $13,376,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also bought and sold shares of the company. Vanguard Group Inc. grew its position in shares of International Business Machines by 0.8% during the 3rd quarter. Vanguard Group Inc. now owns 95,776,307 shares of the technology company’s stock worth $27,024,243,000 after buying an additional 724,832 shares in the last quarter. State Street Corp lifted its position in shares of 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 during the period. Capital World Investors lifted its position in shares of International Business Machines by 13.9% in the 3rd 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. Legal & General Group Plc boosted its stake in shares of 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 purchasing an additional 176,219 shares in the last quarter. Finally, Norges Bank bought a new stake in International Business Machines during the 2nd quarter valued at $2,011,122,000. 58.96% of the stock is owned by institutional investors.

Insider Activity

In related news, Director David N. Farr acquired 1,000 shares of International Business Machines stock in a transaction on Friday, January 30th. The stock was acquired at an average price of $304.00 per share, for a total transaction of $304,000.00. Following the purchase, the director 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 acquisition was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, Director Michael Miebach purchased 434 shares of the firm’s stock in a transaction on 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 completion of the acquisition, the director directly owned 434 shares of the company’s stock, valued at $101,265.22. This trade represents a ∞ increase in their position. The SEC filing for this purchase provides additional information. Insiders have acquired a total of 1,484 shares of company stock worth $417,157 over the last ninety days. 0.18% of the stock is owned by insiders.

Analyst Ratings Changes

A number of equities analysts have commented on IBM shares. Stifel Nicolaus boosted their target price on shares of International Business Machines from $325.00 to $340.00 and gave the stock a “buy” rating in a report on Thursday, January 29th. Morgan Stanley cut their price objective on shares of International Business Machines from $304.00 to $247.00 and set an “equal weight” rating on the stock in a research report on Wednesday, February 25th. Wedbush reiterated an “outperform” rating and set a $340.00 price objective on shares of International Business Machines in a research note on Tuesday, February 24th. Evercore increased their target price on shares of International Business Machines from $330.00 to $345.00 and gave the company an “outperform” rating in a research report on Thursday, January 29th. Finally, Argus set a $360.00 target price on shares of International Business Machines in a research note on Friday, January 30th. One equities research 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 stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $320.87.

International Business Machines Stock Down 0.5%

NYSE:IBM opened at $246.37 on Friday. The company has a current ratio of 0.96, a quick ratio of 0.92 and a debt-to-equity ratio of 1.67. International Business Machines Corporation has a twelve month low of $214.50 and a twelve month high of $324.90. The company has a market cap of $231.10 billion, a PE ratio of 22.10, a P/E/G ratio of 2.48 and a beta of 0.73. The company’s 50 day moving average is $276.81 and its two-hundred day moving average is $284.27.

International Business Machines (NYSE:IBM) last posted its quarterly earnings results on Wednesday, January 28th. The technology company reported $4.52 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates 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 during the quarter, compared to analysts’ expectations of $19.23 billion. During the same quarter last year, the company posted $3.92 earnings per share. The business’s quarterly revenue was up 12.2% on a year-over-year basis. Analysts anticipate that International Business Machines Corporation will post 10.78 EPS for the current 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 $1.68 dividend. 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 is presently 60.27%.

Key Headlines Impacting 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 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.