2,361 Shares in International Business Machines Corporation $IBM Bought by Dorato Capital Management

Dorato Capital Management bought a new position in shares of International Business Machines Corporation (NYSE:IBM) during the 4th quarter, Holdings Channel.com reports. The firm bought 2,361 shares of the technology company’s stock, valued at approximately $730,000.

Other institutional investors also recently bought and sold shares of the company. Mountain Hill Investment Partners Corp. bought a new stake in shares of International Business Machines during the 3rd quarter worth about $28,000. SWAN Capital LLC bought a new position in shares of International Business Machines in the 3rd quarter valued at approximately $28,000. Trifecta Capital Advisors LLC lifted its holdings 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 purchasing an additional 71 shares during the last quarter. American Wealth Advisors LLC acquired a new stake in International Business Machines in the 3rd quarter worth approximately $40,000. Finally, Davis Capital Management bought a new stake in International Business Machines during the third quarter worth approximately $54,000. 58.96% of the stock is currently owned by institutional investors.

Insider Activity

In other news, Director Michael Miebach purchased 434 shares of the business’s stock in a transaction on Wednesday, February 25th. The stock was purchased at an average price of $233.33 per share, with a total value of $101,265.22. Following the acquisition, the director directly owned 434 shares in the company, valued at approximately $101,265.22. The trade was a ∞ increase in their position. The purchase was disclosed in a filing with the SEC, which is accessible through this link. Also, Director David N. Farr acquired 1,000 shares of International Business Machines stock in a transaction on Friday, January 30th. The stock was purchased at an average price of $304.00 per share, with a total value of $304,000.00. Following the transaction, the director directly owned 9,258 shares in the company, valued at approximately $2,814,432. This trade represents a 12.11% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. In the last quarter, insiders purchased 1,484 shares of company stock valued at $417,157. 0.27% of the stock is owned by corporate insiders.

International Business Machines Stock Up 1.9%

IBM opened at $247.86 on Friday. The business has a 50 day moving average of $261.11 and a 200-day moving average of $283.91. The stock has a market capitalization of $232.50 billion, a price-to-earnings ratio of 22.23, a P/E/G ratio of 2.44 and a beta of 0.69. The company has a current ratio of 0.96, a quick ratio of 0.92 and a debt-to-equity ratio of 1.67. 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 released its earnings results on Wednesday, January 28th. The technology company reported $4.52 EPS for the quarter, beating the consensus estimate 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 firm had revenue of $19.69 billion during the quarter, compared to analysts’ expectations of $19.23 billion. During the same period in the prior year, the company earned $3.92 EPS. The business’s quarterly revenue was up 12.2% compared to the same quarter last year. As a group, sell-side analysts anticipate that International Business Machines Corporation will post 10.78 earnings per share for the current year.

International Business Machines Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 10th were given a dividend of $1.68 per share. The ex-dividend date of this dividend was Tuesday, February 10th. This represents a $6.72 dividend on an annualized basis and a dividend yield of 2.7%. International Business Machines’s dividend payout ratio is currently 60.27%.

Key Stories Impacting International Business Machines

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

• Positive Sentiment: FedRAMP authorizations for 11 IBM AI and automation solutions (including watsonx) bolster IBM’s ability to win U.S. federal contracts and accelerate sales into government accounts, supporting recurring revenue and credibility. IBM Expands FedRAMP Portfolio
• Positive Sentiment: Strategic collaboration with Arm to develop dual-architecture hardware aimed at large-scale AI and data workloads increases IBM’s addressable market in AI infrastructure and gives customers more deployment choice — a potential revenue accelerator if adopted widely. IBM Announces Strategic Collaboration with Arm
• Positive Sentiment: 10-year research partnership with ETH Zurich to develop AI+quantum algorithms strengthens IBM’s long-term R&D pipeline and technological leadership, important for investor confidence in future growth areas. IBM Partners with ETH Zurich
• Positive Sentiment: Full Sail University will open an on-campus “IBM Cyber Defense Range” (powered by AWS and Cloud Range), expanding IBM’s cybersecurity ecosystem and training pipeline — supportive for long-term adoption of IBM security offerings. Full Sail University to Open IBM Cyber Defense Range
• Positive Sentiment: Marketing/brand activation: IBM’s watsonx-powered “Masters at Madison Square Park” event raises consumer and enterprise visibility for Watson AI capabilities — modest near-term revenue impact but helpful for awareness. First-Ever ‘Masters at Madison Square Park’ Watch Party
• Neutral Sentiment: Analyst and media pieces are mixed: some argue the market has overreacted to recent retracement and view current levels as an opportunity, while others urge reassessment — these narratives can increase volatility but don’t change fundamentals immediately. Is It Time To Reassess IBM
• Negative Sentiment: Near-term pressure from recent share-price weakness and YTD underperformance versus prior multi-year gains may weigh on sentiment and prompt profit-taking or cautious positioning by some funds. Is It Time To Reassess IBM After Recent Share Price Weakness?

Wall Street Analysts Forecast Growth

A number of equities analysts have recently commented on IBM shares. BMO Capital Markets dropped their price target on shares of International Business Machines from $350.00 to $290.00 and set a “market perform” rating on the stock in a research report on Thursday, March 19th. Evercore upped their price objective on shares of International Business Machines from $330.00 to $345.00 and gave the stock an “outperform” rating in a report on Thursday, January 29th. Weiss Ratings reiterated a “buy (b)” rating on shares of International Business Machines in a research note on Thursday, January 22nd. JPMorgan Chase & Co. cut their target price on shares of International Business Machines from $317.00 to $283.00 and set a “neutral” rating for the company in a research report on Wednesday, March 18th. Finally, Oppenheimer set a $380.00 price target on shares of International Business Machines and gave the company an “outperform” rating in a report on Thursday, January 29th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and eight have given a Hold rating to the company. Based on data from MarketBeat, International Business Machines currently has an average rating of “Moderate Buy” and a consensus price target of $314.60.

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.