Swiss Life Asset Management Ltd Trims Stock Holdings in International Business Machines Corporation $IBM

Swiss Life Asset Management Ltd lowered its holdings in International Business Machines Corporation (NYSE:IBM) by 0.6% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 573,436 shares of the technology company’s stock after selling 3,227 shares during the period. International Business Machines makes up about 0.8% of Swiss Life Asset Management Ltd’s holdings, making the stock its 17th biggest position. Swiss Life Asset Management Ltd owned about 0.06% of International Business Machines worth $161,801,000 as of its most recent SEC filing.

A number of other institutional investors also recently modified their holdings of the business. Brighton Jones LLC grew its position in shares of International Business Machines by 12.4% in the fourth quarter. Brighton Jones LLC now owns 21,011 shares of the technology company’s stock valued at $4,619,000 after purchasing an additional 2,323 shares in the last quarter. Sivia Capital Partners LLC lifted its holdings in International Business Machines by 10.6% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,938 shares of the technology company’s stock worth $571,000 after purchasing an additional 186 shares in the last quarter. First American Trust FSB bought a new position in International Business Machines in the 2nd quarter worth about $266,000. Diversified Portfolios Inc. bought a new position in International Business Machines in the 2nd quarter worth about $203,000. Finally, Wealthspire Advisors LLC grew its holdings in International Business Machines by 20.9% during the 2nd quarter. Wealthspire Advisors LLC now owns 70,066 shares of the technology company’s stock valued at $20,654,000 after buying an additional 12,114 shares in the last quarter. 58.96% of the stock is currently owned by hedge funds and other institutional investors.

Trending Headlines about International Business Machines

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

• Positive Sentiment: IBM completed its ~$11 billion acquisition of Confluent, adding real‑time data streaming to its stack — IBM says day‑one integrations with watsonx.data, MQ, webMethods and IBM Z are in place. This strengthens IBM’s ability to power AI agents and hybrid real‑time workflows, creating cross‑sell and backlog upside for software and consulting. IBM Closes Confluent Buyout
• Positive Sentiment: IBM Consulting is partnering with The Hackett Group to help clients prioritize AI use cases tied to existing workflows (Hackett AI XPLR™). That collaboration can accelerate deal conversion for consulting services and improve ROI metrics for enterprise AI adoption. IBM & The Hackett Group Collaborate
• Positive Sentiment: IBM expanded its partnership with Nvidia to help customers deploy AI at scale, reinforcing access to GPU‑optimized stacks and go‑to‑market motion for high‑value AI workloads — supportive for software, cloud and services revenue growth. IBM and Nvidia Partner
• Neutral Sentiment: Corporate reputation/innovation headlines — IBM research scientist Charles H. Bennett received the A.M. Turing Award, boosting long‑term branding and talent attraction but with limited immediate revenue impact. Turing Award Announcement
• Neutral Sentiment: Several market writeups note recent share‑price weakness and mixed short‑term performance despite solid earnings; these analyses may influence investor sentiment but don’t change fundamentals immediately. Is It Time To Reconsider IBM?
• Negative Sentiment: JPMorgan lowered its price target from $317 to $283 and set a “neutral” rating — the cut and the neutral stance may weigh on near‑term sentiment and selling pressure, especially given the stock’s gap below key moving averages. JPMorgan Price Target Change

Insider Buying and Selling at International Business Machines

In related news, Director David N. Farr acquired 1,000 shares of the stock in a transaction dated Friday, January 30th. The shares were purchased at an average price of $304.00 per share, for a total transaction of $304,000.00. Following the transaction, the director owned 9,258 shares in the company, valued at $2,814,432. This represents a 12.11% increase in their position. The acquisition was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director Michael Miebach acquired 434 shares of the company’s stock in a transaction dated Wednesday, February 25th. The shares were 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 in the company, valued at $101,265.22. The trade was a ∞ increase in their position. The disclosure for this purchase is available in the SEC filing. In the last 90 days, insiders have bought 1,484 shares of company stock worth $417,157. Corporate insiders own 0.27% of the company’s stock.

International Business Machines Stock Performance

Shares of IBM opened at $251.31 on Thursday. International Business Machines Corporation has a 12-month low of $214.50 and a 12-month high of $324.90. The company has a current ratio of 0.96, a quick ratio of 0.92 and a debt-to-equity ratio of 1.67. The company has a market cap of $235.74 billion, a PE ratio of 22.54, a price-to-earnings-growth ratio of 2.57 and a beta of 0.73. The stock has a 50-day moving average price of $274.07 and a 200-day moving average price of $284.72.

International Business Machines (NYSE:IBM) last posted its quarterly earnings data 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 company had revenue of $19.69 billion for the quarter, compared to analysts’ expectations of $19.23 billion. International Business Machines had a net margin of 15.69% and a return on equity of 38.15%. International Business Machines’s revenue for the quarter was up 12.2% compared to the same quarter last year. During the same period in the prior year, the business earned $3.92 earnings per share. As a group, equities analysts forecast that International Business Machines Corporation will post 10.78 earnings per share for the current fiscal year.

International Business Machines Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 10th were issued a $1.68 dividend. The ex-dividend date of this dividend 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%.

Analysts Set New Price Targets

A number of equities research analysts have recently issued reports on the stock. Royal Bank Of Canada set a $361.00 price target on shares of International Business Machines in a report on Thursday, January 29th. Erste Group Bank cut shares of International Business Machines from a “buy” rating to a “hold” rating in a research note on Wednesday, February 18th. Stifel Nicolaus upped 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. Dbs Bank raised shares of International Business Machines from a “hold” rating to a “moderate buy” rating in a report on Monday, January 19th. Finally, DZ Bank raised shares of International Business Machines to a “hold” rating in a report on Wednesday, February 11th. One equities research 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.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $318.60.

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.