International Business Machines Corporation $IBM Shares Bought by Aberdeen Group plc

Aberdeen Group plc raised its position in International Business Machines Corporation (NYSE:IBM) by 4.7% during the 3rd quarter, according to its most recent disclosure with the SEC. The fund owned 1,142,355 shares of the technology company’s stock after purchasing an additional 51,265 shares during the period. International Business Machines comprises approximately 0.5% of Aberdeen Group plc’s portfolio, making the stock its 25th biggest holding. Aberdeen Group plc’s holdings in International Business Machines were worth $324,954,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Winnow Wealth LLC purchased a new stake in shares of International Business Machines during the second quarter worth about $27,000. Mountain Hill Investment Partners Corp. acquired a new stake in International Business Machines during the third quarter worth approximately $28,000. Trifecta Capital Advisors LLC grew its stake in International Business Machines by 129.1% in the 3rd quarter. Trifecta Capital Advisors LLC now owns 126 shares of the technology company’s stock worth $36,000 after acquiring an additional 71 shares during the period. Legacy Wealth Managment LLC ID raised its holdings in International Business Machines by 48.5% in the 2nd quarter. Legacy Wealth Managment LLC ID now owns 147 shares of the technology company’s stock valued at $43,000 after acquiring an additional 48 shares during the last quarter. Finally, Davis Capital Management acquired a new position in International Business Machines in the 3rd quarter valued at $54,000. Institutional investors and hedge funds own 58.96% of the company’s stock.

Analyst Ratings Changes

A number of equities research analysts have issued reports on the company. Wedbush boosted their price target on International Business Machines from $325.00 to $340.00 and gave the company an “outperform” rating in a research report on Thursday, January 29th. Jefferies Financial Group boosted their target price on International Business Machines from $360.00 to $370.00 and gave the stock a “buy” rating in a report on Thursday, January 29th. Stifel Nicolaus raised their price target on shares of International Business Machines from $325.00 to $340.00 and gave the company a “buy” rating in a report on Thursday, January 29th. Argus set a $360.00 price target on shares of International Business Machines in a research report on Friday, January 30th. Finally, Wall Street Zen downgraded shares of International Business Machines from a “buy” rating to a “hold” rating in a research note on Sunday, January 11th. One equities research 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 company’s stock. Based on data from MarketBeat, International Business Machines currently has a consensus rating of “Moderate Buy” and a consensus target price of $330.07.

International Business Machines Price Performance

NYSE IBM opened at $262.33 on Friday. International Business Machines Corporation has a 1 year low of $214.50 and a 1 year high of $324.90. The business’s fifty day moving average is $299.24 and its two-hundred day moving average is $284.03. The stock has a market capitalization of $245.21 billion, a P/E ratio of 23.53, a P/E/G ratio of 2.63 and a beta of 0.69. 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 (NYSE:IBM) last announced its quarterly earnings data on Wednesday, January 28th. The technology company reported $4.52 EPS for the quarter, topping analysts’ consensus estimates of $4.33 by $0.19. The firm had revenue of $19.69 billion during the quarter, compared to analyst estimates of $19.23 billion. International Business Machines had a return on equity of 38.15% and a net margin of 15.69%.The business’s quarterly revenue was up 12.2% compared to the same quarter last year. During the same period last year, the company posted $3.92 EPS. On average, research analysts forecast that International Business Machines Corporation will post 10.78 earnings per share for the current fiscal year.

International Business Machines Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 10th will be given a $1.68 dividend. The ex-dividend date is Tuesday, February 10th. This represents a $6.72 dividend on an annualized basis and a dividend yield of 2.6%. International Business Machines’s dividend payout ratio (DPR) is currently 60.27%.

Insider Buying and Selling at International Business Machines

In other International Business Machines news, Director David N. Farr bought 1,000 shares of the stock in a transaction that occurred on Friday, January 30th. The shares were acquired at an average price of $304.00 per share, with a total value of $304,000.00. Following the completion of the purchase, the director directly owned 9,258 shares in the company, valued at $2,814,432. The trade was a 12.11% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is available through the SEC website. Insiders own 0.18% of the company’s stock.

More International Business Machines News

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

• Positive Sentiment: IBM says it will triple U.S. entry-level hiring in 2026, recasting junior roles for the AI era — a sign management is investing in talent to scale AI initiatives and support growth despite automation risk. IBM tripling Gen Z hiring
• Positive Sentiment: Confluent shareholders approved the merger agreement with an IBM subsidiary, clearing a regulatory/transactional hurdle that supports IBM’s data-streaming and hybrid cloud strategy if the deal closes. Confluent shareholders approve IBM acquisition
• Positive Sentiment: Product/technology updates — IBM highlighted AI-related enhancements to FlashSystem storage and QRadar security, reinforcing its enterprise storage/security positioning that supports recurring revenue and cross-sell into large customers. IBM AI FlashSystem And QRadar Updates
• Neutral Sentiment: IBM has been a trending stock on retail news sites and equity screens — heightened attention can amplify moves in either direction but doesn’t imply fundamental change on its own. Zacks trending stock note
• Neutral Sentiment: Small institutional portfolio moves: Advisors Asset Management disclosed a modest trimming of IBM (~-20.9k shares in the 12/31/25 13F update) — routine reweights can add volume but aren’t necessarily a directional signal. Quiver Quant fund update
• Negative Sentiment: Unusual options activity: traders bought a large block of put options (56,108 contracts, ~+42% vs. average), signaling elevated hedging or directional bearish bets that can amplify downside moves. (No article link available)
• Negative Sentiment: Short-seller criticism: veteran short seller Jim Chanos publicly called IBM “an AI risk, not an AI leader,” arguing market expectations for IBM’s AI leadership may be overstated — this negative publicity could pressure sentiment and invite further sell-side scrutiny. Chanos calls IBM an AI risk

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.