International Business Machines Corporation $IBM Shares Acquired by Dakota Wealth Management

Dakota Wealth Management increased its stake in International Business Machines Corporation (NYSE:IBM) by 53.0% during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 56,680 shares of the technology company’s stock after purchasing an additional 19,631 shares during the period. Dakota Wealth Management’s holdings in International Business Machines were worth $16,789,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also added to or reduced their stakes in IBM. Mattson Financial Services LLC acquired a new stake in shares of International Business Machines in the 3rd quarter worth about $852,000. Waverton Investment Management Ltd grew its position in International Business Machines by 3.3% in the 3rd quarter. Waverton Investment Management Ltd now owns 993,743 shares of the technology company’s stock worth $280,439,000 after purchasing an additional 32,072 shares during the last quarter. NEOS Investment Management LLC grew its position in International Business Machines by 51.7% in the 3rd quarter. NEOS Investment Management LLC now owns 114,395 shares of the technology company’s stock worth $32,278,000 after purchasing an additional 38,973 shares during the last quarter. American National Bank & Trust increased its stake in shares of International Business Machines by 26.2% in the third quarter. American National Bank & Trust now owns 12,537 shares of the technology company’s stock valued at $3,537,000 after purchasing an additional 2,603 shares during the period. Finally, Advisors Capital Management LLC raised its holdings in shares of International Business Machines by 3.8% during the third quarter. Advisors Capital Management LLC now owns 347,155 shares of the technology company’s stock valued at $97,953,000 after buying an additional 12,623 shares during the last quarter. Institutional investors and hedge funds own 58.96% of the company’s stock.

Wall Street Analysts Forecast Growth

IBM has been the subject of several analyst reports. Wall Street Zen downgraded International Business Machines from a “buy” rating to a “hold” rating in a research report on Sunday, January 11th. JPMorgan Chase & Co. cut their target price on International Business Machines from $317.00 to $283.00 and set a “neutral” rating on the stock in a research note on Wednesday, March 18th. Argus set a $360.00 price target on International Business Machines in a research report on Friday, January 30th. Morgan Stanley decreased their price target on International Business Machines from $304.00 to $247.00 and set an “equal weight” rating for the company in a research note on Wednesday, February 25th. Finally, Evercore raised their price target on International Business Machines from $330.00 to $345.00 and gave the company an “outperform” rating in a report on Thursday, January 29th. One analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and eight have assigned a Hold rating to the company. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $314.60.

Insider Activity

In other news, Director David N. Farr bought 1,000 shares of the stock in a transaction that occurred on Friday, January 30th. The shares were purchased at an average cost of $304.00 per share, with a total value of $304,000.00. Following the completion of the acquisition, the director directly owned 9,258 shares in the company, valued at approximately $2,814,432. The trade was a 12.11% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Michael Miebach purchased 434 shares of the company’s stock in a transaction 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 completion of the transaction, the director owned 434 shares of the company’s stock, valued at $101,265.22. This represents a ∞ increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders have purchased 1,484 shares of company stock valued at $417,157 in the last ninety days. Company insiders own 0.27% of the company’s stock.

International Business Machines Price Performance

NYSE IBM opened at $241.82 on Friday. International Business Machines Corporation has a 12 month low of $214.50 and a 12 month high of $324.90. The firm has a market capitalization of $226.84 billion, a PE ratio of 21.69, a P/E/G ratio of 2.42 and a beta of 0.73. The company’s 50 day simple moving average is $266.87 and its 200 day simple moving average is $284.44. 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 analysts’ consensus estimates of $4.33 by $0.19. The firm 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 firm’s revenue for the quarter was up 12.2% compared to the same quarter last year. During the same period in the prior year, the firm posted $3.92 earnings per share. As a group, equities research analysts forecast that International Business Machines Corporation will post 10.78 EPS for the current fiscal year.

International Business Machines Dividend Announcement

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

Key Headlines Impacting International Business Machines

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

• Positive Sentiment: IBM inks advanced-voice partnership to boost watsonx Orchestrate capabilities, improving multilingual, secure agent experiences for enterprises — expands product functionality and go-to-market appeal. ElevenLabs & IBM PR
• Positive Sentiment: Expanded security collaboration with CrowdStrike to deliver AI-powered autonomous detection and response, addressing a high-value enterprise security market and reinforcing hybrid security product stack. IBM expands AI agents and security (Yahoo)
• Positive Sentiment: Quantum computing milestone: IBM’s quantum systems reproduced national-lab magnetic-material data, signaling faster progress toward useful scientific/commercial quantum applications — potential long-term differentiator. IBM Quantum PR
• Positive Sentiment: IBM pushes open-source AI infrastructure (llm-d contribution to CNCF), which can lower customer adoption friction and position IBM as an enterprise AI infrastructure leader. llm-d project (TipRanks)
• Neutral Sentiment: Workforce reshuffle: IBM is cutting some roles while planning to hire more, especially entry-level AI-augmented talent (tripling entry-level hires). This is positioned as redeployment to growth areas but brings short-term restructuring costs and execution risk. Workforce changes (MSN)
• Neutral Sentiment: CEO Arvind Krishna notes a friendlier regulatory climate for M&A, which could accelerate deal activity — a strategic positive but speculative until deals are announced and integrated. CEO M&A comments
• Negative Sentiment: Analyst modest EPS cut: Erste Group trimmed its FY2027 EPS forecast slightly and maintains a Hold — small revision but a reminder that consensus estimates could drift and analyst sentiment is mixed. Erste Group estimate cut (MarketBeat)

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.