Nordea Investment Management AB Raises Holdings in International Business Machines Corporation $IBM

Nordea Investment Management AB increased its stake in shares of International Business Machines Corporation (NYSE:IBM) by 3.1% in the 4th quarter, HoldingsChannel reports. The firm owned 93,105 shares of the technology company’s stock after buying an additional 2,801 shares during the quarter. Nordea Investment Management AB’s holdings in International Business Machines were worth $27,830,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. CFS Investment Advisory Services LLC increased its stake in International Business Machines by 0.4% in the 3rd quarter. CFS Investment Advisory Services LLC now owns 9,359 shares of the technology company’s stock valued at $2,878,000 after buying an additional 34 shares during the last quarter. KPP Advisory Services LLC boosted its stake in shares of International Business Machines by 1.7% during the 3rd quarter. KPP Advisory Services LLC now owns 2,069 shares of the technology company’s stock worth $584,000 after buying an additional 34 shares during the last quarter. Marco Investment Management LLC grew its holdings in shares of International Business Machines by 0.3% in the 3rd quarter. Marco Investment Management LLC now owns 10,774 shares of the technology company’s stock valued at $3,040,000 after acquiring an additional 34 shares in the last quarter. MA Private Wealth grew its holdings in shares of International Business Machines by 1.5% in the 3rd quarter. MA Private Wealth now owns 2,242 shares of the technology company’s stock valued at $633,000 after acquiring an additional 34 shares in the last quarter. Finally, Altman Advisors Inc. increased its position in shares of International Business Machines by 0.3% in the third quarter. Altman Advisors Inc. now owns 9,929 shares of the technology company’s stock valued at $2,802,000 after acquiring an additional 34 shares during the last quarter. Hedge funds and other institutional investors own 58.96% of the company’s stock.

Insiders Place Their Bets

In related news, Director David N. Farr bought 1,000 shares of the business’s stock in a transaction dated Friday, January 30th. The stock was bought at an average price of $304.00 per share, for a total transaction of $304,000.00. Following the purchase, the director owned 9,258 shares in the company, valued at $2,814,432. This represents a 12.11% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Michael Miebach bought 434 shares of International Business Machines stock in a transaction that occurred on Wednesday, February 25th. The shares were bought at an average cost of $233.33 per share, with a total value of $101,265.22. Following the acquisition, the director directly owned 434 shares in the company, 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 ninety days, insiders have acquired 1,484 shares of company stock valued at $417,157. Company insiders own 0.27% of the company’s stock.

Wall Street Analysts Forecast Growth

Several analysts recently issued reports on the company. DZ Bank upgraded International Business Machines to a “hold” rating in a report on Wednesday, February 11th. Sanford C. Bernstein restated a “market perform” rating on shares of International Business Machines in a research note on Wednesday, December 10th. Erste Group Bank cut International Business Machines from a “buy” rating to a “hold” rating in a research note on Wednesday, February 18th. Argus set a $360.00 price objective on International Business Machines in a report on Friday, January 30th. Finally, Wedbush restated an “outperform” rating and set a $340.00 target price on shares of International Business Machines in a report on Tuesday, February 24th. One research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and eight have given a Hold rating to the company’s stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $314.60.

International Business Machines News Summary

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

• Positive Sentiment: BofA reiterated a Buy and $340 price target after a discussion with CEO Arvind Krishna, signaling bullish institutional conviction around IBM’s “agentic AI” strategy. BofA Reaffirms Buy
• Positive Sentiment: High‑visibility product rollout: IBM launched watsonx-powered fan experiences for the 90th Masters Tournament (Vault Search, Hole Insights), showcasing its Granite small language models and agentic orchestration in a consumer-facing setting — useful for marketing and proof of capability. Masters AI Experience
• Positive Sentiment: Strategic tech partnerships and R&D moves (quantum‑centric architecture, deeper NVIDIA collaboration, work with Lam Research and Bain on post‑quantum crypto) reinforce IBM’s positioning in AI, quantum and infrastructure markets — a medium/long‑term positive. Alliances Highlight Upside
• Positive Sentiment: Insider purchases and a cluster of buy/outperform analyst calls (and a median analyst target around $340 in recent data) support upside expectations, even though targets vary widely. This underpins confidence among some institutional players. Quiver Quant Data
• Neutral Sentiment: New leveraged single‑stock ETFs tied to IBM are being launched, which can increase trading volume and intraday volatility but aren’t a directional fundamental catalyst. Tradr ETFs Launch
• Neutral Sentiment: Analyst and partner‑related noise: reports on Kyndryl’s outlook and evolving IBM/Kyndryl dynamics create some uncertainty around near‑term revenue trajectories for parts of IBM’s services footprint. Kyndryl Partnership Note
• Negative Sentiment: Sector/market pressure: broad technology selling — now affecting Dow components — is a key driver of today’s weakness, overwhelming stock‑specific positives in the short term. Dow Tech Selling
• Negative Sentiment: Macro/headline weakness (oil‑driven risk‑off and a weaker tape on Friday) and below‑average intraday volume are amplifying downside moves and limiting short‑term rebounds. Market Headwinds

International Business Machines Price Performance

NYSE:IBM opened at $240.78 on Wednesday. The company has a quick ratio of 0.92, a current ratio of 0.96 and a debt-to-equity ratio of 1.67. The stock’s 50 day moving average price is $269.34 and its two-hundred day moving average price is $285.04. The firm has a market capitalization of $225.86 billion, a price-to-earnings ratio of 21.59, a P/E/G ratio of 2.49 and a beta of 0.73. 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 earnings results on Wednesday, January 28th. The technology company reported $4.52 EPS for the quarter, topping the consensus estimate of $4.33 by $0.19. The company had revenue of $19.69 billion during the quarter, compared to the consensus estimate of $19.23 billion. International Business Machines had a return on equity of 38.15% and a net margin of 15.69%.The firm’s revenue for the quarter was up 12.2% compared to the same quarter last year. During the same period in the previous year, the company posted $3.92 EPS. On average, analysts anticipate that International Business Machines Corporation will post 10.78 earnings per share for the current 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 given a dividend of $1.68 per share. This represents a $6.72 dividend on an annualized basis and a yield of 2.8%. The ex-dividend date of this dividend was Tuesday, February 10th. International Business Machines’s payout ratio is 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.