International Business Machines Corporation $IBM Shares Purchased by Banco Bilbao Vizcaya Argentaria S.A.

Banco Bilbao Vizcaya Argentaria S.A. raised its position in International Business Machines Corporation (NYSE:IBM) by 5.2% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 230,090 shares of the technology company’s stock after purchasing an additional 11,350 shares during the quarter. Banco Bilbao Vizcaya Argentaria S.A.’s holdings in International Business Machines were worth $64,944,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds also recently made changes to their positions in IBM. Vanguard Group Inc. grew its holdings in International Business Machines by 0.8% in the 3rd quarter. Vanguard Group Inc. now owns 95,776,307 shares of the technology company’s stock worth $27,024,243,000 after buying an additional 724,832 shares in the last quarter. State Street Corp raised its stake in International Business Machines by 0.3% during the 2nd quarter. State Street Corp now owns 54,536,963 shares of the technology company’s stock valued at $16,076,406,000 after acquiring an additional 147,721 shares in the last quarter. Capital World Investors boosted its position in International Business Machines by 13.9% during the 3rd quarter. Capital World Investors now owns 17,045,156 shares of the technology company’s stock worth $4,809,461,000 after acquiring an additional 2,077,506 shares during the period. Legal & General Group Plc boosted its position in International Business Machines by 2.5% during the 3rd quarter. Legal & General Group Plc now owns 7,302,722 shares of the technology company’s stock worth $2,060,536,000 after acquiring an additional 176,219 shares during the period. Finally, Norges Bank bought a new position in shares of International Business Machines in the second quarter worth $2,011,122,000. Institutional investors own 58.96% of the company’s stock.

Insider Transactions at International Business Machines

In related news, Director David N. Farr purchased 1,000 shares of International Business Machines stock in a transaction dated 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 transaction, the director directly 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 document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Michael Miebach purchased 434 shares of International Business Machines stock in a transaction dated Wednesday, February 25th. The stock was bought at an average cost of $233.33 per share, with a total value of $101,265.22. Following the completion of the transaction, the director directly owned 434 shares of the company’s stock, valued at $101,265.22. This represents a ∞ increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders have acquired a total of 1,484 shares of company stock valued at $417,157 over the last 90 days. Corporate insiders own 0.18% of the company’s stock.

International Business Machines Trading Down 0.5%

NYSE IBM opened at $246.37 on Friday. The firm’s 50 day moving average price is $276.81 and its two-hundred day moving average price is $284.56. The company has a debt-to-equity ratio of 1.67, a quick ratio of 0.92 and a current ratio of 0.96. International Business Machines Corporation has a twelve month low of $214.50 and a twelve month high of $324.90. The stock has a market cap of $231.10 billion, a price-to-earnings ratio of 22.10, a PEG ratio of 2.47 and a beta of 0.73.

International Business Machines (NYSE:IBM) last released its earnings results on Wednesday, January 28th. The technology company reported $4.52 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.33 by $0.19. International Business Machines had a return on equity of 38.15% and a net margin of 15.69%.The company had revenue of $19.69 billion during the quarter, compared to analyst estimates of $19.23 billion. During the same quarter in the prior year, the company earned $3.92 earnings per share. The company’s revenue for the quarter was up 12.2% on a year-over-year basis. Equities analysts anticipate that International Business Machines Corporation will post 10.78 EPS for the current year.

International Business Machines Announces Dividend

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

Analyst Upgrades and Downgrades

A number of brokerages have recently commented on IBM. Wall Street Zen lowered International Business Machines from a “buy” rating to a “hold” rating in a report on Sunday, January 11th. Dbs Bank upgraded shares of International Business Machines from a “hold” rating to a “moderate buy” rating in a research report on Monday, January 19th. Oppenheimer set a $380.00 target price on shares of International Business Machines and gave the company an “outperform” rating in a research note on Thursday, January 29th. Argus set a $360.00 price target on shares of International Business Machines in a research report on Friday, January 30th. Finally, Wedbush reaffirmed an “outperform” rating and issued a $340.00 price target on shares of International Business Machines in a research note on Tuesday, February 24th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and eight have given a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus price target of $320.87.

More International Business Machines News

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

• Positive Sentiment: IBM published a practical “quantum‑centric supercomputing” reference architecture that maps how quantum processors can be integrated with CPUs and GPUs — a clear strategic push to own early enterprise quantum and attract research/cloud customers. IBM Releases a New Blueprint for Quantum-Centric Supercomputing
• Positive Sentiment: IBM announced a partnership with Taiwan’s E.SUN Bank to deliver an enterprise AI governance framework — a commercial proof point that could help drive services and consulting revenue in regulated industries. IBM Teams Up With E.SUN Bank on AI Governance
• Positive Sentiment: Analysts continue to call IBM a top large-cap tech name alongside peers, which supports medium-term investor interest despite recent weakness. Analysts Are Bullish on Top Technology Stocks
• Positive Sentiment: Coverage highlights IBM’s “dual‑pronged” strategy (AI/hybrid cloud + quantum) to redefine enterprise computing — reinforces the company’s long-term narrative even as adoption timelines remain gradual. IBM’s Dual-Pronged Strategy to Redefine Computing Power
• Neutral Sentiment: IBM’s CFO gave interviews outlining priorities around AI, hybrid cloud and quantum — useful for strategic context but not new guidance. The Motley Fool Interviews IBM CFO Jim Kavanaugh
• Neutral Sentiment: Industry roundups and tech press reiterate IBM’s quantum roadmap and positioning; positive for brand/technology leadership but benefits are multi‑year. IBM Introduces Blueprint to Combine Quantum Computers with Traditional Supercomputers
• Negative Sentiment: Competitive/near‑term threat: Anthropic’s Claude Code announcement (automation for COBOL modernization) has sparked concerns that third‑party AI tools could displace some IBM mainframe/modernization services, and analysts/media point to that as a contributor to the year‑to‑date decline. IBM Has Fallen 16% as Anthropic Puts Them In The Bullseye
• Negative Sentiment: Market reaction: IBM shares slipped around the quantum blueprint release and have been under pressure from technicals (current price below 50‑ and 200‑day moving averages) and lower trading volume, prompting short‑term selling. What’s going on with IBM stock on Thursday?

About International Business Machines

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.