Aster Capital Management DIFC Ltd Acquires Shares of 6,316 International Business Machines Corporation $IBM

Aster Capital Management DIFC Ltd bought a new position in shares of International Business Machines Corporation (NYSE:IBM) in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 6,316 shares of the technology company’s stock, valued at approximately $1,782,000. International Business Machines makes up 0.9% of Aster Capital Management DIFC Ltd’s holdings, making the stock its 18th largest position.

Other institutional investors have also recently modified their holdings of the company. Brighton Jones LLC increased 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 valued at $4,619,000 after purchasing an additional 2,323 shares in the last quarter. Sivia Capital Partners LLC boosted its holdings in 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 worth $571,000 after buying an additional 186 shares in the last quarter. Bank of Jackson Hole Trust grew its position in International Business Machines by 24.4% during the second quarter. Bank of Jackson Hole Trust now owns 484 shares of the technology company’s stock worth $143,000 after buying an additional 95 shares during the period. Bristlecone Advisors LLC increased its holdings in International Business Machines by 3.2% in the second quarter. Bristlecone Advisors LLC now owns 2,387 shares of the technology company’s stock valued at $704,000 after buying an additional 73 shares in the last quarter. Finally, Premier Path Wealth Partners LLC lifted its position in shares of International Business Machines by 9.2% during the 2nd quarter. Premier Path Wealth Partners LLC now owns 6,196 shares of the technology company’s stock valued at $1,827,000 after acquiring an additional 523 shares during the period. 58.96% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling at International Business Machines

In other news, Director David N. Farr bought 1,000 shares of the firm’s stock in a transaction dated 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 acquisition, the director owned 9,258 shares of the company’s stock, valued at $2,814,432. This trade represents a 12.11% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this link. Also, Director Michael Miebach purchased 434 shares of the business’s stock in a transaction that occurred on Wednesday, February 25th. The stock was acquired at an average price of $233.33 per share, for a total transaction of $101,265.22. Following the acquisition, the director directly owned 434 shares of the company’s stock, valued at $101,265.22. This trade represents a ∞ increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have bought a total of 1,484 shares of company stock valued at $417,157 over the last three months. Corporate insiders own 0.18% of the company’s stock.

Wall Street Analyst Weigh In

A number of research firms recently weighed in on IBM. Bank of America upped their price target on International Business Machines from $315.00 to $335.00 and gave the stock a “buy” rating in a report on Tuesday, January 13th. Wedbush reissued an “outperform” rating and issued a $340.00 target price on shares of International Business Machines in a report on Tuesday. Oppenheimer set a $380.00 price target on International Business Machines and gave the stock an “outperform” rating in a research note on Thursday, January 29th. Evercore boosted their price objective on shares of 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, JPMorgan Chase & Co. raised their target price on shares of International Business Machines from $312.00 to $317.00 and gave the company a “neutral” rating in a report on Thursday, January 29th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and eight have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $320.87.

International Business Machines Stock Up 1.9%

Shares of NYSE:IBM opened at $242.05 on Friday. The company has a current ratio of 0.96, a quick ratio of 0.92 and a debt-to-equity ratio of 1.67. The firm has a market cap of $227.05 billion, a price-to-earnings ratio of 21.71, a PEG ratio of 2.38 and a beta of 0.69. The stock’s 50-day moving average price is $288.39 and its two-hundred day moving average price is $283.56. International Business Machines Corporation has a 12-month low of $214.50 and a 12-month high of $324.90.

International Business Machines (NYSE:IBM) last posted its quarterly earnings data on Wednesday, January 28th. The technology company reported $4.52 EPS for the quarter, beating analysts’ consensus estimates of $4.33 by $0.19. International Business Machines had a net margin of 15.69% and a return on equity of 38.15%. The company had revenue of $19.69 billion during the quarter, compared to the consensus estimate of $19.23 billion. During the same quarter in the prior year, the company posted $3.92 EPS. The company’s quarterly revenue was up 12.2% compared to the same quarter last year. On average, research analysts forecast that International Business Machines Corporation will post 10.78 EPS for the current year.

International Business Machines Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 10th will be issued a $1.68 dividend. This represents a $6.72 dividend on an annualized basis and a dividend yield of 2.8%. The ex-dividend date is Tuesday, February 10th. International Business Machines’s dividend payout ratio (DPR) is 60.27%.

International Business Machines News Summary

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

• Positive Sentiment: UBS upgraded IBM from “Sell” to “Neutral,” helping spark buyer interest and supporting a short-term rebound. Read More.
• Positive Sentiment: IBM won a Department of War contract (ceiling ~$112M) to modernize electronic shelf labels, a concrete services win that supports revenue visibility in its consulting/systems business. Read More.
• Positive Sentiment: Company directors made small open-market purchases (including Michael Miebach and Michelle Howard), a signal of insider confidence that can bolster investor sentiment after volatility. Read More.
• Positive Sentiment: Several analyst notes and deep-dive pieces argue the recent selloff was overdone given strong Q4 results, record free cash flow and strategic AI/cloud assets — supporting a recovery narrative. Read More.
• Neutral Sentiment: Morgan Stanley trimmed its price target to $247 and set an “equal weight” rating, which moderates expectations and keeps upside capped near current levels. Read More.
• Neutral Sentiment: IBM published its 2026 X‑Force Threat Intelligence Index (ransomware surge and AI-accelerated attacks), which underlines both growing cybersecurity demand (opportunity) and rising threat landscape (risk). Read More.
• Negative Sentiment: The principal near-term downside remains AI-startup disruption fears after Anthropic’s Claude Code claim (automation of COBOL modernization) triggered a sharp selloff; the market is still weighing how quickly enterprise modernization demand could change. Read More.

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.