Flossbach Von Storch SE Acquires Shares of 3,505 International Business Machines Corporation $IBM

Flossbach Von Storch SE acquired a new position in shares of International Business Machines Corporation (NYSE:IBM) during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm acquired 3,505 shares of the technology company’s stock, valued at approximately $989,000.

A number of other institutional investors also recently modified their holdings of IBM. Mattson Financial Services LLC bought a new position in International Business Machines in the 3rd quarter valued at approximately $852,000. Vise Technologies Inc. acquired a new position in International Business Machines in the 2nd quarter valued at approximately $16,565,000. Vanguard Group Inc. lifted its holdings in shares of International Business Machines by 2.1% during the second quarter. Vanguard Group Inc. now owns 95,051,475 shares of the technology company’s stock worth $28,019,274,000 after purchasing an additional 1,913,708 shares during the period. Thames Capital Management LLC acquired a new position in shares of International Business Machines during the second quarter worth $2,710,000. Finally, CWM LLC grew its stake in shares of International Business Machines by 3.0% in the second quarter. CWM LLC now owns 122,623 shares of the technology company’s stock worth $36,147,000 after purchasing an additional 3,537 shares during the last quarter. Institutional investors own 58.96% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research analysts have commented on the company. Weiss Ratings reaffirmed a “buy (b)” rating on shares of International Business Machines in a report on Thursday, January 22nd. Evercore ISI lifted their price objective on International Business Machines from $315.00 to $330.00 and gave the stock an “outperform” rating in a research note on Tuesday, January 20th. Sanford C. Bernstein reissued a “market perform” rating on shares of International Business Machines in a research report on Wednesday, December 10th. JPMorgan Chase & Co. raised their price target on shares of International Business Machines from $290.00 to $312.00 and gave the stock a “neutral” rating in a report on Wednesday, January 21st. Finally, Oppenheimer assumed coverage on shares of International Business Machines in a research note on Friday, November 21st. They issued an “outperform” rating and a $360.00 price objective on the stock. One analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, International Business Machines has an average rating of “Moderate Buy” and a consensus price target of $306.86.

Trending Headlines about International Business Machines

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

• Positive Sentiment: Q4 earnings beat — IBM reported EPS of $4.52 vs. the Zacks consensus $4.33, beating expectations and marking year-over-year earnings growth. Article Title
• Positive Sentiment: Revenue beat and top-line momentum — Q4 revenue was $19.69B (up ~12% YoY) above estimates, driven by software and infrastructure demand. Strong top-line growth supports multiple expansion expectations. Article Title
• Positive Sentiment: 2026 revenue guidance above consensus — IBM gave FY‑2026 revenue guidance of about $70.9B vs. consensus ~$70.2B and projected >5% revenue growth and ~$1B higher free cash flow, signaling confidence in continued growth execution. Article Title
• Positive Sentiment: Generative AI traction — Management said the generative-AI business tops ~$12.5B, underscoring AI as the growth engine behind software and services momentum. AI revenue scale supports investor enthusiasm for recurring, higher‑margin sales. Article Title
• Positive Sentiment: Bullish analyst support — RBC reiterated an Outperform rating and highlighted IBM as a defensive AI play with a $350 target, adding institutional endorsement to the beat-and-guide narrative. Article Title
• Neutral Sentiment: Company materials available — IBM published a press release and slide deck with detailed results and segment breakdowns (software, infrastructure, consulting) for investors doing deeper diligence. Article Title
• Negative Sentiment: Some analyst caution remains — Evercore ISI reiterated an Underperform ahead of the print, reflecting doubts from some corners about valuation and near-term upside despite solid results. Divergent analyst views could cap gains if conviction weakens. Article Title

International Business Machines Price Performance

Shares of IBM opened at $294.47 on Thursday. The firm has a market cap of $275.25 billion, a PE ratio of 35.22, a price-to-earnings-growth ratio of 2.85 and a beta of 0.70. International Business Machines Corporation has a 52-week low of $214.50 and a 52-week high of $324.90. The business’s 50 day moving average price is $302.31 and its two-hundred day moving average price is $282.81. The company has a debt-to-equity ratio of 1.97, a quick ratio of 0.89 and a current ratio of 0.93.

International Business Machines (NYSE:IBM) last released its quarterly earnings data on Wednesday, January 28th. The technology company reported $4.52 earnings per share for the quarter, beating the consensus estimate of $4.33 by $0.19. The company had revenue of $19.69 billion during the quarter, compared to analyst estimates of $19.23 billion. International Business Machines had a net margin of 12.09% and a return on equity of 37.76%. International Business Machines’s revenue for the quarter was up 12.2% compared to the same quarter last year. During the same quarter in the previous year, the business posted $3.92 EPS. On average, equities analysts anticipate that International Business Machines Corporation will post 10.78 EPS for the current year.

International Business Machines Company 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.