International Business Machines Corporation $IBM Shares Purchased by Generali Asset Management SPA SGR

Generali Asset Management SPA SGR lifted its position in International Business Machines Corporation (NYSE:IBM) by 4.1% during the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 80,354 shares of the technology company’s stock after purchasing an additional 3,161 shares during the period. Generali Asset Management SPA SGR’s holdings in International Business Machines were worth $17,672,000 as of its most recent SEC filing.

Several other hedge funds also recently made changes to their positions in IBM. Friday Financial boosted its position in International Business Machines by 1.9% during the 2nd quarter. Friday Financial now owns 1,903 shares of the technology company’s stock valued at $583,000 after buying an additional 35 shares during the period. Trinity Wealth Management LLC grew its holdings in International Business Machines by 2.3% in the 2nd quarter. Trinity Wealth Management LLC now owns 1,695 shares of the technology company’s stock worth $477,000 after acquiring an additional 38 shares during the last quarter. Pettinga Financial Advisors LLC grew its holdings in International Business Machines by 3.6% in the 2nd quarter. Pettinga Financial Advisors LLC now owns 1,090 shares of the technology company’s stock worth $307,000 after acquiring an additional 38 shares during the last quarter. HHM Wealth Advisors LLC increased its position in shares of International Business Machines by 4.6% in the second quarter. HHM Wealth Advisors LLC now owns 928 shares of the technology company’s stock valued at $261,000 after acquiring an additional 41 shares during the period. Finally, Basecamp Wealth Advisors LLC increased its position in shares of International Business Machines by 2.8% in the first quarter. Basecamp Wealth Advisors LLC now owns 1,598 shares of the technology company’s stock valued at $387,000 after acquiring an additional 44 shares during the period. 58.96% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In related news, SVP Robert Thomas sold 25,000 shares of the business’s stock in a transaction dated Wednesday, August 26th. The shares were sold at an average price of $230.32, for a total transaction of $5,758,000.00. Following the transaction, the senior vice president owned 47,800 shares in the company, valued at $11,009,296. The trade was a 34.34% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.27% of the stock is owned by corporate insiders.

More International Business Machines News

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

• Positive Sentiment: IBM expects free cash flow to increase by more than $1 billion in 2026, a potentially important catalyst for dividends, debt reduction, and shareholder returns. A $1 Billion Reason to Consider Buying the IBM Stock Dip
• Positive Sentiment: IBM introduced identity, access-control, and monitoring capabilities for enterprise AI agents. The offering addresses growing concerns about security, accountability, and governance as companies deploy autonomous software, potentially strengthening IBM’s hybrid-cloud and enterprise-AI positioning. IBM Introduces Identity and Control for AI Agents
• Positive Sentiment: Analysts and commentators continue to identify IBM’s quantum-computing research as a potential longer-term growth catalyst, while its software business and hybrid-cloud strategy provide the current operating foundation. IBM Continues to Plug Along, but Its Quantum Computing Bet Could Be the Real Catalyst
• Neutral Sentiment: IBM HashiCorp’s Terraform Self-Managed platform was validated for interoperability with Cohesity Data Cloud, improving cloud-application recovery after cyberattacks. The announcement supports IBM’s ecosystem but did not disclose a material financial commitment. Cohesity Data Cloud and IBM Terraform Interoperability
• Neutral Sentiment: IBM is listed among vendors serving the projected 20.2% compound-growth market for AI-driven drug-safety platforms, but the report does not announce a new IBM contract or revenue forecast. AI-Driven Drug Safety and Pharmacovigilance Platforms Market Report
• Negative Sentiment: IBM underperformed its competitors during the latest session, reflecting weaker relative investor demand despite its AI-related announcements. IBM Stock Underperforms Competitors
• Negative Sentiment: Susquehanna maintained a “Hold” rating, suggesting limited conviction that IBM’s current valuation and growth profile justify more bullish positioning. Susquehanna Remains a Hold on IBM

International Business Machines Trading Down 1.3%

NYSE:IBM opened at $250.19 on Wednesday. The firm’s fifty day simple moving average is $233.86 and its 200 day simple moving average is $250.68. International Business Machines Corporation has a twelve month low of $199.19 and a twelve month high of $332.46.

International Business Machines (NYSE:IBM) last issued its quarterly earnings data on Wednesday, October 21st. The technology company reported $2.95 EPS for the quarter, topping the consensus estimate of $2.85 by $0.10. The company had revenue of $17.10 billion during the quarter, compared to the consensus estimate of $16.82 billion. During the same quarter last year, the company posted $2.65 earnings per share. The firm’s revenue for the quarter was up 4.7% compared to the same quarter last year. On average, analysts expect that International Business Machines Corporation will post 12.41 EPS for the current year.

International Business Machines Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Thursday, December 10th. Stockholders of record on Tuesday, November 10th will be paid a dividend of $1.69 per share. The ex-dividend date of this dividend is Tuesday, November 10th. This represents a $6.76 dividend on an annualized basis and a dividend yield of 2.7%.

Analyst Upgrades and Downgrades

Several brokerages have recently commented on IBM. BMO Capital Markets upped their price objective on shares of International Business Machines from $230.00 to $265.00 and gave the company a “market perform” rating in a research note on Thursday, October 22nd. Truist Financial set a $260.00 target price on International Business Machines in a research note on Thursday, October 22nd. Oppenheimer downgraded International Business Machines from an “outperform” rating to a “market perform” rating in a report on Wednesday, July 15th. JPMorgan Chase & Co. boosted their price target on International Business Machines from $250.00 to $269.00 and gave the company an “overweight” rating in a report on Thursday, October 22nd. Finally, The Goldman Sachs Group reaffirmed a “buy” rating and set a $300.00 price target on shares of International Business Machines in a research report on Thursday, October 22nd. Twenty research analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $266.12.

About International Business Machines

International Business Machines Corporation (NYSE:IBM), commonly known as IBM, is a global technology and consulting company that helps organizations modernize their information technology and business operations. Its offerings include hybrid cloud solutions, artificial intelligence software and services, enterprise software, IT infrastructure, cybersecurity, data analytics, and technology consulting.

IBM provides products and services to businesses, governments, and other institutions across industries and regions worldwide.