Union Bancaire Privee UBP SA Increases Position in International Business Machines Corporation $IBM

Union Bancaire Privee UBP SA lifted its stake in International Business Machines Corporation (NYSE:IBM) by 74.5% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 62,497 shares of the technology company’s stock after acquiring an additional 26,691 shares during the period. Union Bancaire Privee UBP SA’s holdings in International Business Machines were worth $19,090,000 at the end of the most recent quarter.

A number of other hedge funds have also recently made changes to their positions in IBM. Brighton Jones LLC boosted its holdings 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 in the last quarter. Sivia Capital Partners LLC boosted its stake in International Business Machines by 10.6% in the second quarter. Sivia Capital Partners LLC now owns 1,938 shares of the technology company’s stock valued at $571,000 after acquiring an additional 186 shares in the last quarter. Traub Capital Management LLC purchased a new position in International Business Machines in the second quarter worth $169,000. FineMark National Bank & Trust increased its position in shares of International Business Machines by 10.1% during the second quarter. FineMark National Bank & Trust now owns 10,246 shares of the technology company’s stock worth $3,020,000 after purchasing an additional 937 shares in the last quarter. Finally, Ensign Peak Advisors Inc lifted its holdings in shares of International Business Machines by 1.5% during the 2nd quarter. Ensign Peak Advisors Inc now owns 439,599 shares of the technology company’s stock valued at $129,585,000 after purchasing an additional 6,370 shares during the last quarter. 58.96% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several research analysts recently weighed in on the company. Argus set a $360.00 target price on International Business Machines in a research note on Friday, January 30th. Wedbush reiterated an “outperform” rating and issued a $340.00 price target on shares of International Business Machines in a research note on Tuesday, February 24th. UBS Group upgraded International Business Machines from a “sell” rating to a “neutral” rating and set a $236.00 price target on the stock in a research note on Wednesday, February 25th. Dbs Bank upgraded shares of International Business Machines from a “hold” rating to a “moderate buy” rating in a report on Monday, January 19th. Finally, Erste Group Bank cut shares of International Business Machines from a “buy” rating to a “hold” rating in a research note on Wednesday, February 18th. One research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and eight have issued a Hold rating to the company. According to data from MarketBeat.com, International Business Machines has a consensus rating of “Moderate Buy” and a consensus target price of $314.60.

Insiders Place Their Bets

In related news, Director Michael Miebach acquired 434 shares of International Business Machines stock in a transaction on Wednesday, February 25th. The stock was acquired at an average price of $233.33 per share, for a total transaction of $101,265.22. Following the purchase, the director owned 434 shares of the company’s stock, valued at approximately $101,265.22. This represents a ∞ increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, Director David N. Farr acquired 1,000 shares of the firm’s 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 acquisition, the director owned 9,258 shares in the company, valued at approximately $2,814,432. This trade represents a 12.11% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have purchased 1,484 shares of company stock valued at $417,157 over the last 90 days. 0.27% of the stock is currently owned by insiders.

Trending Headlines about International Business Machines

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

• Positive Sentiment: IBM closed its $11 billion acquisition of Confluent, adding real‑time data streaming to its AI and hybrid-cloud stack — a strategic tie-in that could improve AI model quality and enterprise automation. IBM Closes Confluent Buyout
• Positive Sentiment: IBM Consulting partnered with The Hackett Group to accelerate AI adoption and prioritize use cases with measurable ROI, supporting enterprise demand for IBM’s consulting and AI solutions. IBM & The Hackett Group Collaboration
• Positive Sentiment: Recognition of IBM research (A.M. Turing Award for IBM fellow Charles H. Bennett) highlights the company’s long-term tech leadership, supporting its credibility in quantum/advanced research areas. Turing Award for IBM Fellow
• Neutral Sentiment: Market-momentum and valuation pieces note mixed recent returns (weak 1–3 month momentum vs. stronger multi-year gains), useful context but not an immediate price driver. Market Momentum Analysis
• Negative Sentiment: JPMorgan lowered its price target to $283 (from $317) and reiterated a Neutral rating after the Confluent deal, signaling the bank sees balanced risk/reward and tempering bullish expectations. JPMorgan Lowers Target
• Negative Sentiment: Media reports highlight pessimistic forecasts from JPMorgan/others that may pressure sentiment and selling; coverage emphasizes the deal’s execution risk and valuation concerns. Pessimistic Forecast Coverage
• Negative Sentiment: Recent analyst downgrade coverage and related headlines have driven short-term selling interest. Analyst Downgrade Coverage
• Negative Sentiment: Unusually large put-option volume (roughly 88k puts, ~115% above average) indicates traders are positioning for further near-term downside or hedging exposure (technical/volatility risk).
• Negative Sentiment: BMO trimmed its target to $290 and assigned Market Perform, another signal of reduced near-term upside expectations. BMO Target Cut

International Business Machines Stock Down 0.6%

Shares of IBM stock opened at $250.03 on Friday. 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 Corporation has a fifty-two week low of $214.50 and a fifty-two week high of $324.90. The firm has a market capitalization of $234.53 billion, a PE ratio of 22.42, a P/E/G ratio of 2.52 and a beta of 0.73. The stock’s 50-day simple moving average is $273.02 and its 200-day simple moving average is $284.48.

International Business Machines (NYSE:IBM) last issued its earnings results on Wednesday, January 28th. The technology company reported $4.52 EPS for the quarter, beating 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 firm had revenue of $19.69 billion for the quarter, compared to analyst estimates of $19.23 billion. During the same quarter in the prior year, the firm earned $3.92 earnings per share. International Business Machines’s revenue for the quarter was up 12.2% on a year-over-year basis. Equities analysts expect 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 announced a quarterly dividend, which was paid on Tuesday, March 10th. Investors of record on Tuesday, February 10th were issued a dividend of $1.68 per share. This represents a $6.72 annualized dividend 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 (DPR) 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.