International Business Machines Corporation $IBM is Commerzbank Aktiengesellschaft FI’s 9th Largest Position

Commerzbank Aktiengesellschaft FI grew its stake in International Business Machines Corporation (NYSE:IBM) by 6.3% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 543,742 shares of the technology company’s stock after buying an additional 32,431 shares during the quarter. International Business Machines accounts for about 3.2% of Commerzbank Aktiengesellschaft FI’s portfolio, making the stock its 9th largest holding. Commerzbank Aktiengesellschaft FI’s holdings in International Business Machines were worth $153,422,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Norges Bank acquired a new stake in shares of International Business Machines during the 2nd quarter worth approximately $2,011,122,000. Vanguard Group Inc. lifted its stake in shares of International Business Machines by 2.1% in the 2nd quarter. Vanguard Group Inc. now owns 95,051,475 shares of the technology company’s stock valued at $28,019,274,000 after purchasing an additional 1,913,708 shares during the period. Laurel Wealth Advisors LLC boosted its holdings in International Business Machines by 27,928.2% during the second quarter. Laurel Wealth Advisors LLC now owns 1,903,116 shares of the technology company’s stock worth $561,001,000 after buying an additional 1,896,326 shares in the last quarter. VIRGINIA RETIREMENT SYSTEMS ET Al acquired a new stake in International Business Machines during the second quarter valued at $133,771,000. Finally, Franklin Resources Inc. grew its position in International Business Machines by 45.8% during the second quarter. Franklin Resources Inc. now owns 1,313,241 shares of the technology company’s stock valued at $387,118,000 after buying an additional 412,574 shares during the period. 58.96% of the stock is owned by institutional investors and hedge funds.

International Business Machines Trading Down 0.8%

Shares of International Business Machines stock opened at $292.43 on Friday. The company has a current ratio of 0.93, a quick ratio of 0.89 and a debt-to-equity ratio of 1.97. International Business Machines Corporation has a twelve month low of $214.50 and a twelve month high of $324.90. The firm has a market capitalization of $273.35 billion, a PE ratio of 34.98, a P/E/G ratio of 2.83 and a beta of 0.70. The firm’s 50-day moving average price is $302.13 and its 200 day moving average price is $282.63.

International Business Machines (NYSE:IBM) last announced its earnings results on Wednesday, October 22nd. The technology company reported $2.65 EPS for the quarter, beating analysts’ consensus estimates of $2.45 by $0.20. The business had revenue of $16.33 billion during the quarter, compared to analysts’ expectations of $16.10 billion. International Business Machines had a return on equity of 37.76% and a net margin of 12.09%.The business’s revenue was up 9.1% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $2.30 earnings per share. On average, sell-side analysts predict that International Business Machines Corporation will post 10.78 EPS for the current fiscal year.

International Business Machines News Summary

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

• Positive Sentiment: JPMorgan and other analysts are bullish — a JPMorgan analyst said IBM’s stock is likely to rise, and other outlets report the stock trading higher following an analyst upgrade, providing near‑term buying interest ahead of earnings. International Business Machines (NYSE:IBM) Stock Price Expected to Rise Trading 2.1% Higher After Analyst Upgrade
• Positive Sentiment: Evercore ISI raised its price target to $330 and added IBM to a tactical outperform list — a clear signal that some brokers see upside from current levels. Evercore ISI raises IBM price target to $330
• Positive Sentiment: Jefferies reiterates a Buy and sees potential reacceleration in software growth heading into the print — this supports expectations for upward estimate revisions in 2026. IBM software growth seen reaccelerating ahead of earnings: Jefferies
• Positive Sentiment: Research and product catalysts: IBM’s new machine‑learning model for chip design (with Ansys and DARPA) is being touted as meaningful for next‑gen chips — a longer‑term tech differentiator tied to its AI strategy. Why IBM’s New Machine‑Learning Model Is a Big Deal
• Positive Sentiment: Multiple earnings previews (Seeking Alpha, Zacks, The Motley Fool) highlight stronger Q4 prospects driven by consulting (AI uptake, Microsoft partnership), software/watsonx tailwinds and the Confluent deal — these previews raise the odds of an upside surprise. IBM Q4 Earnings Preview Unlocking Q4 Potential of IBM
• Neutral Sentiment: Reminder: IBM’s earnings date is Jan. 28 — expectations are elevated, so the report could amplify volatility. Mark Your Calendars for January 28
• Neutral Sentiment: Analyst commentary and roundup pieces (CNBC/Benzinga, Yahoo) largely expect a solid quarter but differ on valuation timing — useful for positioning but not immediate catalysts. CNBC Final Trades
• Negative Sentiment: Short‑term price weakness: coverage notes and market pieces report the stock has slid recently despite higher targets — signaling profit‑taking and that upgrades aren’t fully translating into immediate gains. IBM Stock Slides Even as Analysts Raise Targets

Wall Street Analyst Weigh In

A number of brokerages have weighed in on IBM. Royal Bank Of Canada upped their price objective on shares of International Business Machines from $300.00 to $350.00 and gave the stock an “outperform” rating in a research report on Monday, January 5th. Stifel Nicolaus lifted their price target on International Business Machines from $295.00 to $325.00 and gave the company a “buy” rating in a research note on Tuesday, December 9th. BMO Capital Markets increased their price target on International Business Machines from $300.00 to $305.00 and gave the stock a “market perform” rating in a research report on Thursday, October 23rd. Morgan Stanley dropped their price objective on International Business Machines from $256.00 to $252.00 and set an “equal weight” rating on the stock in a report on Thursday, October 23rd. Finally, Evercore ISI boosted their price objective on International Business Machines from $315.00 to $330.00 and gave the company an “outperform” rating in a research report on Tuesday. One equities research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $306.86.

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.