Mariner LLC Acquires 24,622 Shares of International Business Machines Corporation $IBM

Mariner LLC lifted its holdings in shares of International Business Machines Corporation (NYSE:IBM) by 5.2% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 497,089 shares of the technology company’s stock after purchasing an additional 24,622 shares during the period. Mariner LLC’s holdings in International Business Machines were worth $140,258,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also bought and sold shares of IBM. Brighton Jones LLC grew its position in shares of International Business Machines by 12.4% in the 4th quarter. Brighton Jones LLC now owns 21,011 shares of the technology company’s stock valued at $4,619,000 after buying an additional 2,323 shares during the last quarter. Sivia Capital Partners LLC raised its position in shares of International Business Machines by 10.6% during the second quarter. Sivia Capital Partners LLC now owns 1,938 shares of the technology company’s stock worth $571,000 after acquiring an additional 186 shares during the last quarter. Massachusetts Financial Services Co. MA lifted its stake in shares of International Business Machines by 36.2% in the second quarter. Massachusetts Financial Services Co. MA now owns 436,623 shares of the technology company’s stock worth $128,708,000 after acquiring an additional 116,109 shares during the period. Collaborative Wealth Managment Inc. bought a new stake in International Business Machines in the second quarter valued at approximately $203,000. Finally, Financial Gravity Companies Inc. bought a new stake in International Business Machines in the second quarter valued at approximately $118,000. 58.96% of the stock is currently owned by institutional investors and hedge funds.

Insider Activity

In other news, Director Michael Miebach acquired 434 shares of the firm’s stock in a transaction dated Wednesday, February 25th. The stock was purchased at an average price of $233.33 per share, for a total transaction of $101,265.22. Following the completion of the acquisition, the director directly owned 434 shares in the company, valued at $101,265.22. The trade was a ∞ increase in their position. The purchase was disclosed in a document filed with the SEC, which can be accessed through this link. Also, Director David N. Farr bought 1,000 shares of the stock in a transaction dated Friday, January 30th. The shares were purchased at an average cost of $304.00 per share, for a total transaction 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 SEC filing for this purchase provides additional information. Over the last 90 days, insiders bought 1,484 shares of company stock valued at $417,157. 0.27% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

IBM has been the subject of several analyst reports. Stifel Nicolaus raised their price target on shares of International Business Machines from $325.00 to $340.00 and gave the stock a “buy” rating in a report on Thursday, January 29th. DZ Bank raised shares of International Business Machines to a “hold” rating in a research note on Wednesday, February 11th. Erste Group Bank cut shares of International Business Machines from a “buy” rating to a “hold” rating in a research report on Wednesday, February 18th. Weiss Ratings reissued a “buy (b)” rating on shares of International Business Machines in a research note on Thursday, January 22nd. Finally, Jefferies Financial Group restated a “buy” rating on shares of International Business Machines in a report on Monday, February 23rd. 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 MarketBeat, International Business Machines has an average rating of “Moderate Buy” and an average 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 announced an expanded collaboration with NVIDIA to operationalize enterprise AI across on‑premises, cloud and regulated environments, integrating NVIDIA GPUs into IBM Cloud and Red Hat AI Factory to help customers move AI projects from pilot to production — a strategic move that strengthens IBM’s hybrid‑cloud + AI value proposition and could accelerate revenue from enterprise AI deployments. IBM And NVIDIA Deepen AI Alliance To Target Production Workloads
• Positive Sentiment: Wedbush reiterated an Outperform rating and a $340 price target for IBM, highlighting enterprise computing strength — analyst support and a high target provide explicit upside expectations that can attract buyers. International Business Machines Corporation (IBM)’s Enterprise Computing Pops Up On Analyst Radar
• Neutral Sentiment: News summaries and market reports note IBM outpaced the broader market on the latest trading day, reflecting investor enthusiasm around the NVIDIA news and analyst commentary rather than new financials. Why IBM (IBM) Outpaced the Stock Market Today
• Neutral Sentiment: Analyst and sector comparisons (e.g., Workday vs. IBM) discuss IBM’s hybrid cloud positioning and recent buyouts as differentiators — useful context for investors but not an immediate catalyst. WDAY vs. IBM: Which Enterprise Software Stock is the Better Buy Now?
• Negative Sentiment: Longer‑term pressure remains: commentary highlights competition from fast‑moving AI specialists (Anthropic, OpenAI) and a year‑to‑date share decline, plus IBM is trading below its 50‑ and 200‑day moving averages — factors that can limit near‑term upside and attract short‑term sellers. The New Threat IBM’s Quantum Computing Research Poses to D-Wave

International Business Machines Stock Performance

NYSE:IBM opened at $249.33 on Tuesday. The company has a quick ratio of 0.92, a current ratio of 0.96 and a debt-to-equity ratio of 1.67. International Business Machines Corporation has a twelve month low of $214.50 and a twelve month high of $324.90. The company has a fifty day moving average of $275.90 and a 200-day moving average of $284.87. The firm has a market capitalization of $233.88 billion, a P/E ratio of 22.36, a P/E/G ratio of 2.47 and a beta of 0.73.

International Business Machines (NYSE:IBM) last issued its earnings results 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 business had revenue of $19.69 billion for the quarter, compared to analyst estimates of $19.23 billion. International Business Machines had a net margin of 15.69% and a return on equity of 38.15%. International Business Machines’s revenue was up 12.2% on a year-over-year basis. During the same period in the prior year, the firm earned $3.92 earnings per share. As a group, sell-side analysts anticipate that International Business Machines Corporation will post 10.78 EPS for the current year.

International Business Machines Announces Dividend

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

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.