American Century Companies Inc. Increases Stake in International Business Machines Corporation $IBM

American Century Companies Inc. increased its stake in International Business Machines Corporation (NYSE:IBM) by 9.0% in the third quarter, Holdings Channel reports. The firm owned 570,306 shares of the technology company’s stock after purchasing an additional 47,027 shares during the period. American Century Companies Inc.’s holdings in International Business Machines were worth $160,918,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also bought and sold shares of the stock. Brighton Jones LLC grew its stake in International Business Machines by 12.4% during 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 during the last quarter. Sivia Capital Partners LLC boosted its position in International Business Machines by 10.6% in the second quarter. Sivia Capital Partners LLC now owns 1,938 shares of the technology company’s stock valued at $571,000 after buying an additional 186 shares during the last quarter. Aviance Capital Partners LLC increased its holdings in International Business Machines by 21.5% in the 2nd quarter. Aviance Capital Partners LLC now owns 3,290 shares of the technology company’s stock worth $970,000 after buying an additional 583 shares during the period. Plato Investment Management Ltd raised its position in International Business Machines by 14.4% during the 2nd quarter. Plato Investment Management Ltd now owns 17,896 shares of the technology company’s stock worth $5,256,000 after buying an additional 2,247 shares during the last quarter. Finally, GHP Investment Advisors Inc. lifted its stake in International Business Machines by 1.8% during the 2nd quarter. GHP Investment Advisors Inc. now owns 80,449 shares of the technology company’s stock valued at $23,715,000 after acquiring an additional 1,384 shares during the period. Institutional investors and hedge funds own 58.96% of the company’s stock.

Insider Activity

In related news, Director Michael Miebach bought 434 shares of the company’s stock in a transaction that occurred on Wednesday, February 25th. The stock was purchased at an average price of $233.33 per share, for a total transaction of $101,265.22. Following the acquisition, the director owned 434 shares of the company’s stock, valued at approximately $101,265.22. This trade represents a ∞ increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which is available at this hyperlink. Also, Director David N. Farr purchased 1,000 shares of International Business Machines stock in a transaction dated Friday, January 30th. The shares were acquired at an average cost of $304.00 per share, for a total transaction of $304,000.00. Following the transaction, the director directly owned 9,258 shares of the company’s stock, valued at approximately $2,814,432. This represents a 12.11% increase in their position. The disclosure for this purchase is available in the SEC filing. In the last ninety days, insiders have acquired 1,484 shares of company stock valued at $417,157. 0.18% of the stock is currently owned by insiders.

International Business Machines Trading Down 0.9%

Shares of IBM stock opened at $239.78 on Monday. The company has a debt-to-equity ratio of 1.67, a current ratio of 0.96 and a quick ratio of 0.92. The company has a market cap of $224.92 billion, a price-to-earnings ratio of 21.51, a PEG ratio of 2.41 and a beta of 0.73. The stock has a 50 day simple moving average of $287.17 and a 200-day simple moving average of $284.24. 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 posted its quarterly earnings data on Wednesday, January 28th. The technology company reported $4.52 EPS for the quarter, topping the consensus estimate of $4.33 by $0.19. The company 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%.International Business Machines’s quarterly revenue was up 12.2% on a year-over-year basis. During the same period in the previous year, the business earned $3.92 EPS. On average, equities research analysts expect that International Business Machines Corporation will post 10.78 EPS for the current fiscal year.

International Business Machines Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 10th will be paid a $1.68 dividend. This represents a $6.72 annualized dividend and a dividend yield of 2.8%. The ex-dividend date of this dividend is Tuesday, February 10th. International Business Machines’s dividend payout ratio is 60.27%.

Wall Street Analyst Weigh In

A number of analysts have recently weighed in on the stock. Jefferies Financial Group reiterated a “buy” rating on shares of International Business Machines in a research note on Monday, February 23rd. Wall Street Zen lowered International Business Machines from a “buy” rating to a “hold” rating in a research note on Sunday, January 11th. Wedbush reissued an “outperform” rating and issued a $340.00 price objective on shares of International Business Machines in a report on Tuesday, February 24th. Erste Group Bank downgraded International Business Machines from a “buy” rating to a “hold” rating in a research note on Wednesday, February 18th. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of International Business Machines in a research report on Thursday, January 22nd. One 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 stock currently has a consensus rating of “Moderate Buy” and an average target price of $320.87.

Key Headlines Impacting International Business Machines

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

• Positive Sentiment: UBS upgraded IBM (from Sell to Neutral), which helped spark buying interest and provided a near‑term catalyst by arguing the recent selloff improved the stock’s risk/reward. UBS upgrades International Business Machines (IBM)
• Positive Sentiment: IBM won a government/defense-related contract (up to ~$112M) to modernize commissary pricing systems — a concrete services booking that supports revenue visibility in consulting/integration work. Can IBM’s New Defense Contract Win Boost Top-Line Growth?
• Positive Sentiment: Company insiders (directors) made small share purchases, which investors often view as a vote of confidence after recent price weakness. International Business Machines (NYSE:IBM) Director Michelle Howard Buys 50 Shares
• Positive Sentiment: Several analysts and deep-dive pieces argue the earlier AI-driven selloff was overdone given IBM’s solid Q4 results, cash flow and strategic positioning in hybrid cloud/AI — supporting a recovery narrative. IBM’s Steep Drop on AI Fears May Be an Overreaction
• Neutral Sentiment: Morgan Stanley trimmed its price target to $247 and moved to an “equal weight” stance — this tempers upside expectations and can cap near‑term momentum without being a full downgrade. Morgan Stanley Lowers International Business Machines (NYSE:IBM) Price Target to $247.00
• Neutral Sentiment: IBM’s security research (2026 X‑Force Threat Intelligence Index) highlights rising ransomware and cyber threats — a mixed signal: higher market risk overall but potential tailwinds for IBM’s security services. Ransomware Surges 49% as AI Makes Cyberattacks Faster and Easier, IBM Says
• Negative Sentiment: Anthropic’s new COBOL/legacy modernization tools (Claude Code) triggered the earlier steep selloff amid fears these AI tools could erode IBM’s services revenue from legacy modernization — this remains the primary near‑term downside risk. IBM Is Just AI’s Latest Victim
• Negative Sentiment: High‑profile commentary (e.g., Jim Cramer) highlighted the abrupt drop after Anthropic’s announcement, amplifying short‑term fear and volatility even though some analysts call the reaction overblown. Jim Cramer on International Business Machines

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.