Kepler Cheuvreux Suisse SA Buys New Position in International Business Machines Corporation $IBM

Kepler Cheuvreux Suisse SA purchased a new position in International Business Machines Corporation (NYSE:IBM) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm purchased 35,138 shares of the technology company’s stock, valued at approximately $9,915,000.

Several other large investors have also added to or reduced their stakes in IBM. Winnow Wealth LLC bought a new position in International Business Machines in the 2nd quarter worth $27,000. Mountain Hill Investment Partners Corp. bought a new stake in shares of International Business Machines during the 3rd quarter valued at about $28,000. Trifecta Capital Advisors LLC boosted its stake in shares of International Business Machines by 129.1% during the 3rd quarter. Trifecta Capital Advisors LLC now owns 126 shares of the technology company’s stock valued at $36,000 after purchasing an additional 71 shares in the last quarter. American Wealth Advisors LLC purchased a new position in shares of International Business Machines during the third quarter valued at about $40,000. Finally, Davis Capital Management bought a new position in International Business Machines in the third quarter worth about $54,000. Institutional investors own 58.96% of the company’s stock.

Analyst Upgrades and Downgrades

Several brokerages have commented on IBM. Wall Street Zen lowered shares of International Business Machines from a “buy” rating to a “hold” rating in a report on Sunday, January 11th. Oppenheimer set a $380.00 target price on International Business Machines and gave the stock an “outperform” rating in a research report on Thursday, January 29th. Evercore raised their target price on International Business Machines from $330.00 to $345.00 and gave the company an “outperform” rating in a research note on Thursday, January 29th. Jefferies Financial Group restated a “buy” rating on shares of International Business Machines in a research report on Monday, February 23rd. Finally, Royal Bank Of Canada set a $361.00 price objective on International Business Machines in a report on Thursday, January 29th. One research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and eight have given a Hold rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $320.87.

International Business Machines Price Performance

Shares of IBM opened at $249.35 on Wednesday. International Business Machines Corporation has a fifty-two week low of $214.50 and a fifty-two week high of $324.90. The firm’s 50-day simple moving average is $279.64 and its two-hundred day simple moving average is $284.74. The stock has a market cap of $233.89 billion, a PE ratio of 22.36, a price-to-earnings-growth ratio of 2.54 and a beta of 0.73. 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 (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 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 analyst estimates of $19.23 billion. During the same period last year, the business earned $3.92 earnings per share. The business’s revenue was up 12.2% on a year-over-year basis. Analysts anticipate that International Business Machines Corporation will post 10.78 earnings per share for the current fiscal year.

International Business Machines Dividend Announcement

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

Insider Buying and Selling at International Business Machines

In related news, Director David N. Farr bought 1,000 shares of the business’s stock in a transaction dated 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 purchase, the director owned 9,258 shares in the company, valued at approximately $2,814,432. The trade was a 12.11% increase in their position. The purchase was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, Director Michael Miebach bought 434 shares of the business’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 purchase, the director owned 434 shares of the company’s stock, valued at approximately $101,265.22. The trade was a ∞ increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders acquired 1,484 shares of company stock worth $417,157 over the last three months. Corporate insiders own 0.18% of the company’s stock.

More International Business Machines News

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

• Positive Sentiment: IBM announced a strategic engagement with SEI to deploy agentic AI and automation to modernize workflows and client experience — a deal that can help drive recurring service revenue and cross‑sell IBM Cloud/Watson assets. IBM Partners With SEI on Agentic AI: Will it Boost Profits?
• Positive Sentiment: IBM and Lam Research began collaborating on sub‑1nm logic scaling (novel materials, processes, High‑NA EUV) — a long‑horizon, high‑value R&D push that supports IBM’s roadmap in advanced logic and could create IP/licensing or foundry partnerships. IBM and Lam Research Announce Collaboration to Advance Sub-1nm Logic Scaling
• Positive Sentiment: Snowflake research (with Hakkoda, an IBM company) highlights interoperability as foundational for scaling AI in healthcare — this validates demand for IBM’s data/integration services in regulated industries. Snowflake Research Reveals 85% of Healthcare Leaders View Interoperability as Foundational to Scaling AI
• Positive Sentiment: Market research cites IBM among leaders in the growing digital oilfield solutions market — points to additional industry vertical demand for IBM’s AI/IoT solutions. Digital Oilfield Solutions Industry Report 2026-2035
• Neutral Sentiment: Analyst and media attention on IBM has increased (Zacks, Kalkine) — higher coverage can amplify moves but does not itself change fundamentals. International Business Machines Corporation (IBM) is Attracting Investor Attention
• Neutral Sentiment: Broader industry disruption stories (e.g., Anthropic’s “Cowork” and other agentic AI tools) raise structural questions for legacy software vendors — impact on IBM depends on how quickly it monetizes agentic AI via enterprise contracts. SaaS-Pocalypse: Is Anthropic’s New Tool a Death Sentence for Legacy Software?
• Negative Sentiment: Morgan Stanley cut its price target to $247 (from $304), citing AI disruption risks — the note likely pressured sentiment by signaling downside to consensus expectations. Morgan Stanley Lowers PT on IBM
• Negative Sentiment: IBM’s X‑Force Threat Intelligence Index warned of rising cyber threats; coverage framed the report as a market negative and contributed to near‑term selling pressure despite the company being the one raising the alarm. IBM Stock Plummets as Tech Giant Releases Bombshell Cybersecurity Report

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.