19,578 Shares in International Business Machines Corporation $IBM Acquired by ABN AMRO Bank N.V.

ABN AMRO Bank N.V. bought a new stake in shares of International Business Machines Corporation (NYSE:IBM) in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor bought 19,578 shares of the technology company’s stock, valued at approximately $5,478,000.

Several other hedge funds have also recently added to or reduced their stakes in the business. Brighton Jones LLC grew its holdings in shares of International Business Machines by 12.4% in the 4th quarter. Brighton Jones LLC now owns 21,011 shares of the technology company’s stock worth $4,619,000 after acquiring an additional 2,323 shares during the last quarter. Sivia Capital Partners LLC lifted its holdings in shares of International Business Machines by 10.6% during the second quarter. Sivia Capital Partners LLC now owns 1,938 shares of the technology company’s stock valued at $571,000 after purchasing an additional 186 shares during the last quarter. Roundview Capital LLC boosted its position in shares of International Business Machines by 34.8% in the 2nd quarter. Roundview Capital LLC now owns 3,219 shares of the technology company’s stock valued at $949,000 after purchasing an additional 831 shares during the period. DMC Group LLC increased its stake in International Business Machines by 2.5% in the 2nd quarter. DMC Group LLC now owns 3,606 shares of the technology company’s stock worth $1,063,000 after purchasing an additional 89 shares in the last quarter. Finally, Sax Wealth Advisors LLC raised its holdings in International Business Machines by 4.0% during the 2nd quarter. Sax Wealth Advisors LLC now owns 5,755 shares of the technology company’s stock worth $1,696,000 after buying an additional 222 shares during the period. Institutional investors and hedge funds own 58.96% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research analysts have commented on the stock. Erste Group Bank upgraded shares of International Business Machines from a “hold” rating to a “buy” rating in a report on Friday, December 5th. Weiss Ratings reiterated a “buy (b)” rating on shares of International Business Machines in a research report on Thursday, January 22nd. UBS Group set a $317.00 target price on shares of International Business Machines in a research note on Thursday, January 29th. Evercore ISI raised their target price on International Business Machines from $330.00 to $345.00 and gave the stock an “outperform” rating in a research report on Thursday, January 29th. 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 analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, International Business Machines currently has an average rating of “Moderate Buy” and a consensus price target of $330.07.

Trending Headlines about International Business Machines

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

• Positive Sentiment: Q4 results and analyst lifts — IBM’s Q4 beat (software, hybrid cloud and watsonx AI driving revenue) prompted price-target upgrades from firms including Bernstein and Stifel, supporting a constructive fundamental story. Bernstein and Stifel Lift IBM Price Targets After Q4 Results
• Positive Sentiment: Corporate AI push — IBM launched a global RFP for AI-driven education and workforce solutions (Impact Accelerator), reinforcing its strategic AI/go-to-market initiatives that investors view as long-term growth drivers. IBM Opens Global RFP for AI-Driven Solutions
• Positive Sentiment: Bullish media and insider activity — Jim Cramer reiterated a favorable view on IBM as an AI winner with a reasonable P/E, and recent insider purchases were reported, both of which can boost investor confidence. Jim Cramer Says “IBM’s the Rare AI Winner With a Fairly Low Price-to-Earnings Multiple”
• Neutral Sentiment: Valuation and fund flows — Coverage pieces and ETF commentary note IBM’s recent share-strength and repositioning into tech/AI ETFs, but also raise mixed fair-value signals; these are longer-horizon considerations. Assessing IBM Valuation After Recent Share Price Strength
• Neutral Sentiment: Merger paperwork around Confluent — Supplemental disclosures tied to the Confluent deal with an IBM subsidiary have surfaced amid shareholder suits; this creates legal/transactional noise but not an immediate earnings driver. Confluent Issues Supplemental Disclosures Amid Shareholder Lawsuits
• Negative Sentiment: Competitive and technical pressure — IBM shares slipped after Anthropic announced new plugins that could encroach on IBM’s consulting and software revenue, and the stock broke below its 100-day moving average, triggering technical selling. As IBM Stock Breaks Below Its 100-Day Moving Average

International Business Machines Trading Down 1.8%

International Business Machines stock opened at $288.93 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 quick ratio of 0.92, a current ratio of 0.96 and a debt-to-equity ratio of 1.67. The stock has a market cap of $270.07 billion, a P/E ratio of 25.91, a P/E/G ratio of 2.95 and a beta of 0.69. The company’s fifty day simple moving average is $302.56 and its 200-day simple moving average is $283.48.

International Business Machines (NYSE:IBM) last announced its quarterly earnings data on Wednesday, January 28th. The technology company reported $4.52 earnings per share (EPS) for the quarter, topping the consensus estimate 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 analyst estimates of $19.23 billion. During the same period last year, the company earned $3.92 earnings per share. International Business Machines’s quarterly revenue was up 12.2% compared to the same quarter last year. As a group, sell-side analysts forecast that International Business Machines Corporation will post 10.78 EPS for the current fiscal year.

International Business Machines Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Tuesday, February 10th will be paid a $1.68 dividend. The ex-dividend date of this dividend is Tuesday, February 10th. This represents a $6.72 annualized dividend and a dividend yield of 2.3%. International Business Machines’s payout ratio is presently 60.27%.

Insider Buying and Selling

In other news, Director David N. Farr acquired 1,000 shares of the company’s stock in a transaction that occurred on 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 completion of the acquisition, 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 purchase was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Corporate insiders own 0.18% of the company’s stock.

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.