International Business Machines Corporation $IBM Shares Bought by MassMutual Private Wealth & Trust FSB

MassMutual Private Wealth & Trust FSB grew its position in shares of International Business Machines Corporation (NYSE:IBM) by 11.3% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 22,108 shares of the technology company’s stock after buying an additional 2,248 shares during the quarter. MassMutual Private Wealth & Trust FSB’s holdings in International Business Machines were worth $6,549,000 as of its most recent filing with the SEC.

Other hedge funds also recently made changes to their positions in the company. Mountain Hill Investment Partners Corp. acquired a new position in shares of International Business Machines during the third quarter worth about $28,000. SWAN Capital LLC acquired a new stake in International Business Machines in the third quarter valued at about $28,000. Trifecta Capital Advisors LLC boosted 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 valued at $36,000 after purchasing an additional 71 shares in the last quarter. American Wealth Advisors LLC acquired a new position in International Business Machines during the 3rd quarter worth approximately $40,000. Finally, Davis Capital Management acquired a new position in International Business Machines during the 3rd quarter worth approximately $54,000. Institutional investors and hedge funds own 58.96% of the company’s stock.

More International Business Machines News

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

• Positive Sentiment: Completed Confluent acquisition bolsters IBM’s AI and hybrid-cloud stack by adding real-time data streaming to feed AI models and automation—supports longer-term revenue synergies and positioning in enterprise AI. IBM Confluent Deal Puts Real Time Data At Core Of AI Story
• Positive Sentiment: Retail and TV-commentator attention has boosted short-term interest; previous endorsements (e.g., Jim Cramer mentions) continue to draw flows and chatter. International Business Machines Corporation (IBM) Shares Higher After Jim Cramer Advised In August To Step In Due To Fundamentals
• Neutral Sentiment: Zacks notes IBM as a trending/search interest stock — increased attention can amplify moves but does not by itself change fundamentals. International Business Machines Corporation (IBM) Is a Trending Stock: Facts to Know Before Betting on It
• Negative Sentiment: JPMorgan lowered its price target after the Confluent deal (from $317 to $283) and kept a Neutral rating—signal that some analysts see limited near-term upside or acquisition integration risk. JPMorgan Lowers IBM Target after Confluent Deal, Sees Balanced Risk/Reward
• Negative Sentiment: BMO cut its target from $350 to $290 (now Market Perform), and other outlets report analyst downgrades and pessimistic forecasts—these re-ratings increase selling pressure and reduce near-term upside expectations. BMO Lowers IBM Target
• Negative Sentiment: Unusually large options activity: traders bought a surge of put contracts (reported 88,456 puts), signaling significant hedging or bearish speculative bets that can amplify downside volatility. (Options flow reported 3/19)
• Negative Sentiment: Several recent articles highlight mixed/declining short-term momentum and Wall Street reassessment amid diverging analyst views—reinforces the narrative of uncertainty around near-term growth and valuation. Wall Street Reassesses IBM’s Trajectory Amid Diverging Analyst Views

Analyst Ratings Changes

IBM has been the subject of several recent analyst reports. Sanford C. Bernstein reissued a “market perform” rating on shares of International Business Machines in a report on Wednesday, December 10th. Royal Bank Of Canada set a $361.00 price objective on International Business Machines in a report on Thursday, January 29th. Stifel Nicolaus raised their target price on International Business Machines from $325.00 to $340.00 and gave the company a “buy” rating in a report on Thursday, January 29th. 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. Finally, Evercore upped their price target on shares of International Business Machines from $330.00 to $345.00 and gave the stock an “outperform” rating in a research note on Thursday, January 29th. One 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’s stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $314.60.

International Business Machines Stock Performance

IBM opened at $246.12 on Friday. International Business Machines Corporation has a 1-year low of $214.50 and a 1-year high of $324.90. The stock has a market cap of $230.87 billion, a P/E ratio of 22.07, a P/E/G ratio of 2.51 and a beta of 0.73. The stock’s 50 day simple moving average is $271.85 and its 200 day simple moving average is $284.50. 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 issued its quarterly earnings data on Wednesday, January 28th. The technology company reported $4.52 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.33 by $0.19. The firm had revenue of $19.69 billion during the quarter, compared to analysts’ expectations of $19.23 billion. International Business Machines had a return on equity of 38.15% and a net margin of 15.69%.International Business Machines’s revenue was up 12.2% on a year-over-year basis. During the same period in the previous year, the firm posted $3.92 earnings per share. As a group, equities analysts anticipate that International Business Machines Corporation will post 10.78 EPS for the current fiscal 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 given a $1.68 dividend. The ex-dividend date was Tuesday, February 10th. This represents a $6.72 annualized dividend and a dividend yield of 2.7%. International Business Machines’s payout ratio is currently 60.27%.

Insider Transactions at International Business Machines

In other International Business Machines news, Director Michael Miebach bought 434 shares of the company’s stock in a transaction on Wednesday, February 25th. The stock was purchased at an average cost of $233.33 per share, for a total transaction of $101,265.22. Following the acquisition, the director owned 434 shares of the company’s stock, valued at $101,265.22. The trade was a ∞ increase in their position. The acquisition was disclosed in a document filed with the SEC, which is available through the SEC website. Also, Director David N. Farr bought 1,000 shares of the business’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 transaction, the director owned 9,258 shares of the company’s stock, valued at $2,814,432. The trade was a 12.11% increase in their position. The disclosure for this purchase is available in the SEC filing. Over the last three months, insiders purchased 1,484 shares of company stock worth $417,157. 0.27% of the stock is owned by corporate insiders.

International Business Machines 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.