MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. Increases Position in International Business Machines Corporation $IBM

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its holdings in International Business Machines Corporation (NYSE:IBM) by 51.3% during the 3rd quarter, HoldingsChannel reports. The fund owned 788,158 shares of the technology company’s stock after acquiring an additional 267,215 shares during the quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.’s holdings in International Business Machines were worth $222,349,000 as of its most recent SEC filing.

A number of other hedge funds have also recently bought and sold shares of the business. Winnow Wealth LLC acquired a new position in shares of International Business Machines in the 2nd quarter valued at approximately $27,000. Mountain Hill Investment Partners Corp. bought a new stake in shares of International Business Machines in the third quarter worth $28,000. SWAN Capital LLC bought a new stake in shares of International Business Machines in the third quarter worth $28,000. Trifecta Capital Advisors LLC raised its holdings in International Business Machines by 129.1% in the third quarter. Trifecta Capital Advisors LLC now owns 126 shares of the technology company’s stock valued at $36,000 after acquiring an additional 71 shares in the last quarter. Finally, American Wealth Advisors LLC acquired a new position in International Business Machines during the 3rd quarter worth $40,000. Institutional investors and hedge funds own 58.96% of the company’s stock.

Wall Street Analysts Forecast Growth

Several brokerages have recently commented on IBM. Royal Bank Of Canada set a $361.00 price target on shares of International Business Machines in a research report on Thursday, January 29th. UBS Group raised International Business Machines from a “sell” rating to a “neutral” rating and set a $236.00 price target on the stock in a research report on Wednesday, February 25th. Evercore lifted their price objective on shares of International Business Machines from $330.00 to $345.00 and gave the stock an “outperform” rating in a report on Thursday, January 29th. Sanford C. Bernstein reissued a “market perform” rating on shares of International Business Machines in a report on Wednesday, December 10th. 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 issued a Buy rating and eight have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $320.87.

International Business Machines News Roundup

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

• Positive Sentiment: IBM announced an expanded collaboration with NVIDIA to help enterprises operationalize AI at scale—work spans GPU-native analytics, intelligent document processing, on‑prem/regulatory deployments, cloud and consulting, which should accelerate IBM’s enterprise AI services and sales pipeline. IBM Announces Expanded Collaboration with NVIDIA to Advance AI for the Enterprise
• Positive Sentiment: NVIDIA’s new BlueField‑4 STX storage architecture—adopted by multiple cloud and AI providers—improves throughput and efficiency for large-context AI workloads; broader industry adoption of NVIDIA reference architectures benefits partners like IBM that integrate NVIDIA GPUs into enterprise solutions. NVIDIA Launches BlueField-4 STX Storage Architecture With Broad Industry Adoption
• Positive Sentiment: Market coverage flagged IBM as outperforming the broader market today, reflecting investor interest following the NVIDIA news and continued confidence in IBM’s AI and hybrid cloud strategy. Why IBM (IBM) Outpaced the Stock Market Today
• Positive Sentiment: Industry analysis highlights IBM’s strength in quantum and hybrid architectures, reinforcing its long‑term differentiation versus pure‑play quantum competitors and supporting investor confidence in diversified growth drivers. The New Threat IBM’s Quantum Computing Research Poses to D-Wave
• Neutral Sentiment: An analyst comparison piece positions IBM ahead of Workday on hybrid cloud and AI fundamentals, which may help sentiment but is part of a broader, competitive enterprise‑software landscape. WDAY vs. IBM: Which Enterprise Software Stock is the Better Buy Now?
• Neutral Sentiment: Coverage raises questions about IBM’s resilience in a potential AI-driven market downturn and flags execution risk amid intense competition from newer AI specialists—useful context for risk-minded investors. Can IBM Stock Withstand An AI-Driven Market Downturn?
• Neutral Sentiment: Reports note IBM’s interest in Confluent (pending offer) — M&A activity can be accretive but also adds execution and financing considerations; impact on IBM shares is uncertain until transaction details are clear. Is It Time To Reassess Confluent (CFLT) After The Pending IBM Takeover Offer
• Negative Sentiment: Competitors and ecosystem partners (e.g., Supermicro) are rolling out integrated NVIDIA‑based AI platforms that could intensify competition in hardware and system sales where IBM also competes. Supermicro Launches Seven AI Data Platform Solutions with NVIDIA and Leading Ecosystem Partners to Accelerate Enterprise AI Innovation

Insider Activity at International Business Machines

In other International Business Machines news, Director Michael Miebach acquired 434 shares of the firm’s stock in a transaction that occurred on Wednesday, February 25th. The stock was acquired at an average cost of $233.33 per share, with a total value of $101,265.22. Following the acquisition, the director directly owned 434 shares of the company’s stock, valued at $101,265.22. This represents a ∞ increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director David N. Farr bought 1,000 shares of the stock in a transaction that occurred on 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 owned 9,258 shares in the company, valued at $2,814,432. This trade represents a 12.11% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Over the last quarter, insiders have bought 1,484 shares of company stock valued at $417,157. Insiders own 0.27% of the company’s stock.

International Business Machines Stock Performance

Shares of IBM opened at $249.33 on Tuesday. The firm has a fifty day moving average of $275.90 and a 200-day moving average of $284.87. The company has a market cap of $233.88 billion, a price-to-earnings ratio of 22.36, a price-to-earnings-growth ratio of 2.47 and a beta of 0.73. The company has a debt-to-equity ratio of 1.67, a quick ratio of 0.92 and a current ratio of 0.96. International Business Machines Corporation has a 1 year low of $214.50 and a 1 year high of $324.90.

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, topping analysts’ consensus estimates of $4.33 by $0.19. The business 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%. The company’s revenue for the quarter was up 12.2% compared to the same quarter last year. During the same quarter last year, the company earned $3.92 EPS. As a group, equities analysts anticipate that International Business Machines Corporation will post 10.78 earnings per share for the current year.

International Business Machines Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 10th were issued a dividend of $1.68 per share. This represents a $6.72 dividend on an annualized basis and a dividend yield of 2.7%. The ex-dividend date of this dividend was Tuesday, February 10th. International Business Machines’s payout ratio is 60.27%.

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.