Mercer Global Advisors Inc. ADV Has $70.95 Million Stock Holdings in International Business Machines Corporation $IBM

Mercer Global Advisors Inc. ADV grew its holdings in International Business Machines Corporation (NYSE:IBM) by 9.0% during the 3rd quarter, HoldingsChannel reports. The firm owned 259,562 shares of the technology company’s stock after purchasing an additional 21,533 shares during the quarter. Mercer Global Advisors Inc. ADV’s holdings in International Business Machines were worth $70,948,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. Mattson Financial Services LLC acquired a new stake in International Business Machines in the third quarter valued at approximately $852,000. Vanguard Group Inc. increased its holdings in shares of International Business Machines by 2.1% during 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. Thames Capital Management LLC bought a new position in shares of International Business Machines in the 2nd quarter valued at $2,710,000. Waverton Investment Management Ltd lifted its stake in shares of 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 valued at $280,439,000 after acquiring an additional 32,072 shares during the last quarter. Finally, NEOS Investment Management LLC boosted its holdings in shares of International Business Machines by 51.7% during the 3rd quarter. NEOS Investment Management LLC now owns 114,395 shares of the technology company’s stock valued at $32,278,000 after acquiring an additional 38,973 shares in the last quarter. Institutional investors and hedge funds own 58.96% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently weighed in on IBM shares. Evercore boosted their price objective on International Business Machines from $330.00 to $345.00 and gave the stock an “outperform” rating in a research report on Thursday, January 29th. BMO Capital Markets reissued a “market perform” rating and set a $350.00 price target on shares of International Business Machines in a research note on Thursday, January 29th. Morgan Stanley reduced their price target on International Business Machines from $304.00 to $247.00 and set an “equal weight” rating on the stock in a report on Wednesday, February 25th. Dbs Bank raised International Business Machines from a “hold” rating to a “moderate buy” rating in a research note on Monday, January 19th. Finally, Wedbush reiterated an “outperform” rating and issued a $340.00 price objective on shares of International Business Machines in a report on Tuesday, February 24th. One investment analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and eight have assigned a Hold rating to the company. Based on data from MarketBeat, International Business Machines presently has a consensus rating of “Moderate Buy” and a consensus 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: IBM announced an expanded collaboration with NVIDIA to help enterprises operationalize AI at scale—work spans GPU-native analytics, intelligent document processing, on‑prem/regulatory deployments, cloud and consulting, which should accelerate IBM’s enterprise AI services and sales pipeline. IBM Announces Expanded Collaboration with NVIDIA to Advance AI for the Enterprise
• Positive Sentiment: NVIDIA’s new BlueField‑4 STX storage architecture—adopted by multiple cloud and AI providers—improves throughput and efficiency for large-context AI workloads; broader industry adoption of NVIDIA reference architectures benefits partners like IBM that integrate NVIDIA GPUs into enterprise solutions. NVIDIA Launches BlueField-4 STX Storage Architecture With Broad Industry Adoption
• Positive Sentiment: Market coverage flagged IBM as outperforming the broader market today, reflecting investor interest following the NVIDIA news and continued confidence in IBM’s AI and hybrid cloud strategy. Why IBM (IBM) Outpaced the Stock Market Today
• Positive Sentiment: Industry analysis highlights IBM’s strength in quantum and hybrid architectures, reinforcing its long‑term differentiation versus pure‑play quantum competitors and supporting investor confidence in diversified growth drivers. The New Threat IBM’s Quantum Computing Research Poses to D-Wave
• Neutral Sentiment: An analyst comparison piece positions IBM ahead of Workday on hybrid cloud and AI fundamentals, which may help sentiment but is part of a broader, competitive enterprise‑software landscape. WDAY vs. IBM: Which Enterprise Software Stock is the Better Buy Now?
• Neutral Sentiment: Coverage raises questions about IBM’s resilience in a potential AI-driven market downturn and flags execution risk amid intense competition from newer AI specialists—useful context for risk-minded investors. Can IBM Stock Withstand An AI-Driven Market Downturn?
• Neutral Sentiment: Reports note IBM’s interest in Confluent (pending offer) — M&A activity can be accretive but also adds execution and financing considerations; impact on IBM shares is uncertain until transaction details are clear. Is It Time To Reassess Confluent (CFLT) After The Pending IBM Takeover Offer
• Negative Sentiment: Competitors and ecosystem partners (e.g., Supermicro) are rolling out integrated NVIDIA‑based AI platforms that could intensify competition in hardware and system sales where IBM also competes. Supermicro Launches Seven AI Data Platform Solutions with NVIDIA and Leading Ecosystem Partners to Accelerate Enterprise AI Innovation

International Business Machines Trading Up 1.2%

NYSE IBM opened at $249.33 on Tuesday. The firm has a market capitalization of $233.88 billion, a PE ratio of 22.36, a price-to-earnings-growth ratio of 2.47 and a beta of 0.73. The business’s 50-day moving average price is $275.90 and its two-hundred day moving average price is $284.87. 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 12 month low of $214.50 and a 12 month high of $324.90.

International Business Machines (NYSE:IBM) last issued its quarterly earnings data on Wednesday, January 28th. The technology company reported $4.52 earnings per share (EPS) for the quarter, topping 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 the consensus estimate of $19.23 billion. During the same period last year, the company earned $3.92 earnings per share. The firm’s revenue was up 12.2% compared to the same quarter last year. On average, analysts expect that International Business Machines Corporation will post 10.78 EPS for the current year.

International Business Machines Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 10th were issued a dividend of $1.68 per share. The ex-dividend date was Tuesday, February 10th. This represents a $6.72 annualized dividend and a yield of 2.7%. International Business Machines’s dividend payout ratio (DPR) is presently 60.27%.

Insider Buying and Selling

In other news, Director Michael Miebach acquired 434 shares of the firm’s stock in a transaction dated Wednesday, February 25th. The stock was bought at an average cost of $233.33 per share, for a total transaction of $101,265.22. Following the completion of the transaction, the director directly owned 434 shares in the company, valued at $101,265.22. This represents a ∞ increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. Also, Director David N. Farr purchased 1,000 shares of the firm’s stock in a transaction on Friday, January 30th. The shares were acquired at an average price of $304.00 per share, with a total value of $304,000.00. Following the completion of the acquisition, the director owned 9,258 shares in the company, valued at approximately $2,814,432. This trade represents a 12.11% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders bought a total of 1,484 shares of company stock worth $417,157 in the last 90 days. Corporate insiders own 0.27% of the company’s stock.

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.