Grantham Mayo Van Otterloo & Co. LLC Has $38.71 Million Stock Holdings in International Business Machines Corporation $IBM

Grantham Mayo Van Otterloo & Co. LLC increased its position in shares of International Business Machines Corporation (NYSE:IBM) by 9.4% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 137,185 shares of the technology company’s stock after acquiring an additional 11,836 shares during the period. Grantham Mayo Van Otterloo & Co. LLC’s holdings in International Business Machines were worth $38,708,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds also recently bought and sold shares of the company. Norges Bank acquired a new stake in shares of International Business Machines during the 2nd quarter valued at about $2,011,122,000. Vanguard Group Inc. lifted its stake in International Business Machines by 2.1% in the second quarter. Vanguard Group Inc. now owns 95,051,475 shares of the technology company’s stock valued at $28,019,274,000 after acquiring an additional 1,913,708 shares during the last quarter. Laurel Wealth Advisors LLC lifted its stake in International Business Machines by 27,928.2% in the second quarter. Laurel Wealth Advisors LLC now owns 1,903,116 shares of the technology company’s stock valued at $561,001,000 after acquiring an additional 1,896,326 shares during the last quarter. First Trust Advisors LP grew its position in International Business Machines by 39.6% in the third quarter. First Trust Advisors LP now owns 3,052,880 shares of the technology company’s stock worth $861,401,000 after acquiring an additional 865,253 shares in the last quarter. Finally, Franklin Resources Inc. increased its stake in shares of International Business Machines by 45.8% during the 2nd quarter. Franklin Resources Inc. now owns 1,313,241 shares of the technology company’s stock worth $387,118,000 after purchasing an additional 412,574 shares during the last quarter. 58.96% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling

In other International Business Machines news, Director David N. Farr acquired 1,000 shares of International Business Machines stock in a transaction dated Friday, January 30th. The stock was bought 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 owned 9,258 shares of the company’s stock, valued at $2,814,432. The trade was a 12.11% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Michael Miebach bought 434 shares of the company’s stock in a transaction that occurred on Wednesday, February 25th. The shares were bought at an average cost of $233.33 per share, for a total transaction of $101,265.22. Following the transaction, the director directly owned 434 shares of the company’s stock, valued at $101,265.22. This trade represents a ∞ increase in their position. The disclosure for this purchase is available in the SEC filing. Over the last quarter, insiders have bought 1,484 shares of company stock valued at $417,157. Corporate insiders own 0.18% of the company’s stock.

Analysts Set New Price Targets

A number of research analysts have recently weighed in on the stock. BMO Capital Markets restated a “market perform” rating and set a $350.00 price target on shares of International Business Machines in a report on Thursday, January 29th. Wedbush reissued an “outperform” rating and set a $340.00 target price on shares of International Business Machines in a research report on Tuesday, February 24th. Bank of America raised their target price on International Business Machines from $315.00 to $335.00 and gave the company a “buy” rating in a report on Tuesday, January 13th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of International Business Machines in a research report on Thursday, January 22nd. Finally, UBS Group raised International Business Machines from a “sell” rating to a “neutral” rating and set a $236.00 price objective on the stock in a report on Wednesday, February 25th. 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 stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $320.87.

Key Stories Impacting International Business Machines

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

• Positive Sentiment: IBM Research co-led the experimental creation and characterization of a never-before-seen “half‑Möbius” molecule, using a quantum‑computer + supercomputer workflow — a Science publication that showcases IBM’s quantum R&D leadership and the real scientific utility of its quantum stack (positive for long‑term differentiation and IP). IBM Uses Quantum-Supercomputer Combo to Model Newly Discovered Half-Möbius Molecule
• Positive Sentiment: IBM announced a partnership to integrate Deepgram’s speech‑to‑text / text‑to‑speech into watsonx Orchestrate, strengthening IBM’s enterprise voice and generative‑AI offerings and improving product competitiveness in conversational automation use cases. International Business Machines Corporation (IBM) Partners With Deepgram to Support Its Generative AI Solution
• Positive Sentiment: Reports detail new AI contracts and board expansion (including a reported US$112M Defense Commissary Agency electronic‑shelf‑label modernization deal and two new directors), which investors view as concrete revenue/contract wins and governance support for growth in AI services. IBM and University Researchers Create a Never-Before-Seen Molecule and Prove its Exotic Nature with Quantum Computing
• Positive Sentiment: Industry research named IBM among leaders in the Data Integration market (multi‑cloud platforms, AI‑driven data pipelines), reinforcing its enterprise software and services positioning where recurring revenue and cross‑sell matter. Data Integration Company Evaluation Report 2025
• Positive Sentiment: Analyst attention (UBS upgrade), insider buying and recent earnings beats have drawn investor focus back to IBM’s valuation and AI strategy, supporting near‑term sentiment. A Look At IBM (IBM) Valuation After UBS Upgrade Insider Buying And Solid Earnings
• Neutral Sentiment: Macro/industry coverage on AI “creative destruction” highlights structural tailwinds for AI infrastructure and services — a supportive backdrop but not an IBM‑specific catalyst today. Wall Street Sees AI’s ‘Creative Destruction’ Coming For Entire Companies
• Neutral Sentiment: Other quantum industry moves (e.g., Pasqal pursuing a SPAC) and startups scaling enterprise AI (Ivo) are market context — potential competition or validation of demand but not immediate IBM news. Pasqal plans public debut with Bleichroeder in $2bn SPAC deal
• Negative Sentiment: Some coverage flags valuation and legacy exposure risks (mainframe sensitivity) and notes a recent pullback in share performance despite upgrades — reminders that investor optimism over AI/quantum must be balanced against near‑term earnings mix and valuation. A Look At IBM (IBM) Valuation After UBS Upgrade Insider Buying And Solid Earnings

International Business Machines Stock Up 0.6%

International Business Machines stock opened at $258.19 on Friday. 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 Corporation has a fifty-two week low of $214.50 and a fifty-two week high of $324.90. The firm has a fifty day moving average price of $281.73 and a two-hundred day moving average price of $284.29. The firm has a market cap of $242.19 billion, a price-to-earnings ratio of 23.16, a P/E/G ratio of 2.59 and a beta of 0.73.

International Business Machines (NYSE:IBM) last posted its quarterly earnings data on Wednesday, January 28th. The technology company reported $4.52 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 business had revenue of $19.69 billion for the quarter, compared to analyst estimates of $19.23 billion. During the same period in the previous year, the company posted $3.92 earnings per share. The firm’s revenue for the quarter was up 12.2% on a year-over-year basis. As a group, analysts forecast that International Business Machines Corporation will post 10.78 earnings per share for the current year.

International Business Machines Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 10th will be given a $1.68 dividend. This represents a $6.72 annualized dividend and a yield of 2.6%. The ex-dividend date of this dividend is Tuesday, February 10th. International Business Machines’s payout ratio is currently 60.27%.

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.