Mizuho Markets Cayman LP Makes New Investment in International Business Machines Corporation $IBM

Mizuho Markets Cayman LP acquired a new stake in shares of International Business Machines Corporation (NYSE:IBM) in the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund acquired 10,563 shares of the technology company’s stock, valued at approximately $2,980,000.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Mattson Financial Services LLC bought a new position in shares of International Business Machines in the third quarter worth about $852,000. Vanguard Group Inc. grew its stake in shares of International Business Machines by 2.1% during the 2nd quarter. Vanguard Group Inc. now owns 95,051,475 shares of the technology company’s stock valued at $28,019,274,000 after acquiring an additional 1,913,708 shares during the period. Waverton Investment Management Ltd increased its holdings in International Business Machines by 3.3% in the 3rd quarter. Waverton Investment Management Ltd now owns 993,743 shares of the technology company’s stock worth $280,439,000 after acquiring an additional 32,072 shares in the last quarter. NEOS Investment Management LLC raised its stake in International Business Machines by 51.7% during the 3rd quarter. NEOS Investment Management LLC now owns 114,395 shares of the technology company’s stock worth $32,278,000 after acquiring an additional 38,973 shares during the period. Finally, American National Bank & Trust raised its stake in International Business Machines by 26.2% during the 3rd quarter. American National Bank & Trust now owns 12,537 shares of the technology company’s stock worth $3,537,000 after acquiring an additional 2,603 shares during the period. 58.96% of the stock is currently owned by hedge funds and other institutional investors.

International Business Machines Trading Up 2.8%

IBM stock opened at $256.28 on Wednesday. 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. The business has a 50 day simple moving average of $274.98 and a two-hundred day simple moving average of $284.96. The company has a market capitalization of $240.40 billion, a price-to-earnings ratio of 22.98, a PEG ratio of 2.50 and a beta of 0.73.

International Business Machines (NYSE:IBM) last released its quarterly earnings data on Wednesday, January 28th. The technology company reported $4.52 earnings per share (EPS) for the quarter, beating the consensus estimate 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 firm had revenue of $19.69 billion for 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 company’s revenue for the quarter was up 12.2% compared to the same quarter last year. Research analysts anticipate that International Business Machines Corporation will post 10.78 EPS for the current fiscal year.

International Business Machines Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 10th were issued a $1.68 dividend. This represents a $6.72 dividend on an annualized basis and a yield of 2.6%. The ex-dividend date was Tuesday, February 10th. International Business Machines’s payout ratio is currently 60.27%.

Insider Buying and Selling at International Business Machines

In other news, Director David N. Farr bought 1,000 shares of International Business Machines stock in a transaction dated Friday, January 30th. The shares were purchased at an average cost of $304.00 per share, with a total value of $304,000.00. Following the completion of the acquisition, the director owned 9,258 shares of the company’s stock, valued at $2,814,432. This trade represents a 12.11% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Michael Miebach bought 434 shares of the firm’s stock in a transaction that occurred on Wednesday, February 25th. The stock was purchased at an average price of $233.33 per share, for a total transaction of $101,265.22. Following the completion of the transaction, the director directly owned 434 shares of the company’s stock, valued at $101,265.22. This represents a ∞ increase in their position. The disclosure for this purchase is available in the SEC filing. In the last quarter, insiders acquired 1,484 shares of company stock worth $417,157. Corporate insiders own 0.27% of the company’s stock.

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 (roughly $11B), and management announced immediate integrations with watsonx.data, IBM MQ, webMethods and IBM Z to make real‑time streaming data a core for enterprise AI—this strengthens IBM’s data-to-AI stack and supports revenue/ARR growth prospects. IBM Completes Acquisition of Confluent
• Positive Sentiment: IBM expanded its collaboration with NVIDIA to integrate GPUs across IBM Cloud, Red Hat AI Factory and on‑prem/regulatory environments—this addresses a major bottleneck for customers moving AI pilots to production and reinforces IBM’s hybrid cloud + AI positioning. IBM Announces Expanded Collaboration with NVIDIA
• Positive Sentiment: Wedbush reiterated an Outperform rating and raised its $340 target, highlighting IBM’s enterprise positioning and estimate revisions—analyst support adds conviction to the rally and potential upside. Wedbush Outperform on IBM
• Neutral Sentiment: Coverage notes IBM’s quantum computing blueprint for hybrid quantum‑classical systems, which could be strategically important long term but remains uncertain for near‑term revenue impact. This underscores tech leadership but is a multi‑year story. The New Threat IBM’s Quantum Computing Research Poses to D-Wave
• Neutral Sentiment: Market commentary explains recent outperformance as a mix of deal flow, AI partnerships, and solid quarterly results (better‑than‑expected EPS/revenue in Q4), which support momentum but don’t eliminate macro or competitive risks. Why IBM Outpaced the Stock Market Today
• Negative Sentiment: The Confluent deal’s $11B price tag and integration risk create near‑term execution and leverage concerns—investors should watch cash flow impacts, potential restructuring costs, and how quickly Confluent contributes to margins and ARR. IBM Closes $11 Billion Deal for Confluent

Wall Street Analysts Forecast Growth

A number of research firms have weighed in on IBM. BMO Capital Markets reiterated a “market perform” rating and issued a $350.00 price target on shares of International Business Machines in a research report on Thursday, January 29th. UBS Group upgraded shares of International Business Machines from a “sell” rating to a “neutral” rating and set a $236.00 price objective on the stock in a research report on Wednesday, February 25th. Dbs Bank upgraded shares of International Business Machines from a “hold” rating to a “moderate buy” rating in a research note on Monday, January 19th. Bank of America upped their target price on shares of International Business Machines from $315.00 to $335.00 and gave the stock a “buy” rating in a report on Tuesday, January 13th. Finally, Oppenheimer set a $380.00 price target on International Business Machines and gave the company an “outperform” rating in a report on Thursday, January 29th. One investment analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and eight have given a Hold rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $320.87.

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.