Achmea Investment Management B.V. Sells 19,328 Shares of International Business Machines Corporation $IBM

Achmea Investment Management B.V. reduced its stake in International Business Machines Corporation (NYSE:IBM) by 8.1% during the third quarter, Holdings Channel.com reports. The firm owned 220,243 shares of the technology company’s stock after selling 19,328 shares during the period. International Business Machines accounts for about 0.8% of Achmea Investment Management B.V.’s portfolio, making the stock its 19th largest position. Achmea Investment Management B.V.’s holdings in International Business Machines were worth $62,143,000 at the end of the most recent quarter.

Other institutional investors have also recently made changes to their positions in the company. Mattson Financial Services LLC bought a new stake in shares of International Business Machines during the 3rd quarter valued at about $852,000. Vanguard Group Inc. raised its stake in International Business Machines by 2.1% in the second quarter. Vanguard Group Inc. now owns 95,051,475 shares of the technology company’s stock worth $28,019,274,000 after buying an additional 1,913,708 shares in the last quarter. Waverton Investment Management Ltd raised its stake in International Business Machines by 3.3% in the third quarter. Waverton Investment Management Ltd now owns 993,743 shares of the technology company’s stock worth $280,439,000 after buying an additional 32,072 shares in the last quarter. NEOS Investment Management LLC lifted its holdings in International Business Machines by 51.7% in the third quarter. NEOS Investment Management LLC now owns 114,395 shares of the technology company’s stock worth $32,278,000 after buying an additional 38,973 shares during the period. Finally, American National Bank & Trust boosted its position in International Business Machines by 26.2% during the 3rd quarter. American National Bank & Trust now owns 12,537 shares of the technology company’s stock valued at $3,537,000 after acquiring an additional 2,603 shares in the last quarter. Hedge funds and other institutional investors own 58.96% of the company’s stock.

Analyst Upgrades and Downgrades

IBM has been the subject of several research reports. Sanford C. Bernstein reissued a “market perform” rating on shares of International Business Machines in a research report on Wednesday, December 10th. Bank of America lifted their price target on International Business Machines from $315.00 to $335.00 and gave the company a “buy” rating in a research report on Tuesday, January 13th. UBS Group raised International Business Machines from a “sell” rating to a “neutral” rating and set a $236.00 price target on the stock in a research note on Wednesday, February 25th. Dbs Bank upgraded shares of International Business Machines from a “hold” rating to a “moderate buy” rating in a report on Monday, January 19th. Finally, Jefferies Financial Group restated a “buy” rating on shares of International Business Machines in a research note on Monday, February 23rd. One investment analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and eight have issued a Hold rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $320.87.

Insider Buying and Selling at International Business Machines

In other news, Director Michael Miebach purchased 434 shares of the company’s stock in a transaction dated Wednesday, February 25th. The shares were acquired at an average price of $233.33 per share, with a total value of $101,265.22. Following the transaction, the director owned 434 shares of the company’s stock, valued at $101,265.22. This represents a ∞ increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director David N. Farr acquired 1,000 shares of the stock in a transaction that occurred on Friday, January 30th. The stock was acquired at an average cost of $304.00 per share, with a total value of $304,000.00. Following the completion of the purchase, 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 SEC filing for this purchase provides additional information. Insiders acquired a total of 1,484 shares of company stock valued at $417,157 over the last quarter. Company insiders own 0.27% of the company’s stock.

International Business Machines Stock Up 2.8%

Shares of NYSE IBM opened at $256.28 on Wednesday. International Business Machines Corporation has a 1 year low of $214.50 and a 1 year high of $324.90. The firm has a 50-day simple moving average of $274.98 and a two-hundred day simple moving average of $284.96. The company has a market cap of $240.40 billion, a P/E ratio of 22.98, a PEG ratio of 2.50 and a beta of 0.73. The company has a debt-to-equity ratio of 1.67, a current ratio of 0.96 and a quick ratio of 0.92.

International Business Machines (NYSE:IBM) last released its earnings results on Wednesday, January 28th. The technology company reported $4.52 earnings per share for the quarter, topping the consensus estimate of $4.33 by $0.19. The business had revenue of $19.69 billion during the quarter, compared to the consensus estimate 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 revenue for the quarter was up 12.2% compared to the same quarter last year. During the same period last year, the company earned $3.92 earnings per share. Research analysts anticipate that International Business Machines Corporation will post 10.78 earnings per share for the current year.

International Business Machines Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 10th were issued a $1.68 dividend. This represents a $6.72 annualized dividend and a dividend yield of 2.6%. The ex-dividend date was Tuesday, February 10th. International Business Machines’s dividend payout ratio is currently 60.27%.

Key Headlines Impacting International Business Machines

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

• Positive Sentiment: IBM completed its acquisition of Confluent (roughly $11B), and management announced immediate integrations with watsonx.data, IBM MQ, webMethods and IBM Z to make real‑time streaming data a core for enterprise AI—this strengthens IBM’s data-to-AI stack and supports revenue/ARR growth prospects. IBM Completes Acquisition of Confluent
• Positive Sentiment: IBM expanded its collaboration with NVIDIA to integrate GPUs across IBM Cloud, Red Hat AI Factory and on‑prem/regulatory environments—this addresses a major bottleneck for customers moving AI pilots to production and reinforces IBM’s hybrid cloud + AI positioning. IBM Announces Expanded Collaboration with NVIDIA
• Positive Sentiment: Wedbush reiterated an Outperform rating and raised its $340 target, highlighting IBM’s enterprise positioning and estimate revisions—analyst support adds conviction to the rally and potential upside. Wedbush Outperform on IBM
• Neutral Sentiment: Coverage notes IBM’s quantum computing blueprint for hybrid quantum‑classical systems, which could be strategically important long term but remains uncertain for near‑term revenue impact. This underscores tech leadership but is a multi‑year story. The New Threat IBM’s Quantum Computing Research Poses to D-Wave
• Neutral Sentiment: Market commentary explains recent outperformance as a mix of deal flow, AI partnerships, and solid quarterly results (better‑than‑expected EPS/revenue in Q4), which support momentum but don’t eliminate macro or competitive risks. Why IBM Outpaced the Stock Market Today
• Negative Sentiment: The Confluent deal’s $11B price tag and integration risk create near‑term execution and leverage concerns—investors should watch cash flow impacts, potential restructuring costs, and how quickly Confluent contributes to margins and ARR. IBM Closes $11 Billion Deal for Confluent

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.