von Borstel & Associates Inc. Boosts Holdings in International Business Machines Corporation $IBM

von Borstel & Associates Inc. raised its position in International Business Machines Corporation (NYSE:IBM) by 106.1% during the 3rd quarter, according to its most recent filing with the SEC. The firm owned 5,102 shares of the technology company’s stock after buying an additional 2,626 shares during the quarter. von Borstel & Associates Inc.’s holdings in International Business Machines were worth $1,576,000 as of its most recent filing with the SEC.

Other hedge funds also recently made changes to their positions in the company. Winnow Wealth LLC acquired a new position in shares of International Business Machines during the second quarter worth about $27,000. Mountain Hill Investment Partners Corp. acquired a new stake in International Business Machines in the third quarter valued at about $28,000. Trifecta Capital Advisors LLC boosted its holdings in International Business Machines by 129.1% in the 3rd quarter. Trifecta Capital Advisors LLC now owns 126 shares of the technology company’s stock valued at $36,000 after purchasing an additional 71 shares in the last quarter. American Wealth Advisors LLC acquired a new position in International Business Machines during the 3rd quarter worth approximately $40,000. Finally, Davis Capital Management acquired a new position in International Business Machines during the 3rd quarter worth approximately $54,000. Institutional investors and hedge funds own 58.96% of the company’s stock.

International Business Machines Stock Down 0.5%

International Business Machines stock opened at $246.37 on Friday. The company has a debt-to-equity ratio of 1.67, a quick ratio of 0.92 and a current ratio of 0.96. The firm has a market capitalization of $231.10 billion, a price-to-earnings ratio of 22.10, a price-to-earnings-growth ratio of 2.48 and a beta of 0.73. International Business Machines Corporation has a fifty-two week low of $214.50 and a fifty-two week high of $324.90. The stock’s fifty day moving average is $276.81 and its two-hundred day moving average is $284.27.

International Business Machines (NYSE:IBM) last announced 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. International Business Machines had a return on equity of 38.15% and a net margin of 15.69%.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 business posted $3.92 earnings per share. The business’s revenue for the quarter was up 12.2% on a year-over-year basis. Analysts predict that International Business Machines Corporation will post 10.78 EPS for the current fiscal year.

International Business Machines Announces Dividend

The firm also recently announced 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. The ex-dividend date 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%.

Wall Street Analyst Weigh In

IBM has been the topic of a number of analyst reports. JPMorgan Chase & Co. lifted their price target on International Business Machines from $312.00 to $317.00 and gave the company a “neutral” rating in a research note on Thursday, January 29th. Morgan Stanley lowered their price target on shares of International Business Machines from $304.00 to $247.00 and set an “equal weight” rating on the stock in a research note on Wednesday, February 25th. Argus set a $360.00 price target on shares of International Business Machines in a report on Friday, January 30th. DZ Bank upgraded shares of International Business Machines to a “hold” rating in a research note on Wednesday, February 11th. Finally, BMO Capital Markets restated 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. One analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and eight have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $320.87.

Insider Transactions at International Business Machines

In other International Business Machines news, Director Michael Miebach purchased 434 shares of International Business Machines 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 completion of the acquisition, the director directly owned 434 shares of the company’s stock, valued at approximately $101,265.22. This trade represents a ∞ increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director David N. Farr purchased 1,000 shares of the stock in a transaction dated 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 completion of the transaction, the director directly owned 9,258 shares of the company’s stock, valued at approximately $2,814,432. The trade was a 12.11% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. In the last 90 days, insiders have acquired 1,484 shares of company stock valued at $417,157. 0.18% of the stock is currently owned by company insiders.

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.