BNP Paribas Grows Position in International Business Machines Corporation $IBM

Key Points

• BNP Paribas boosted its IBM stake by 16% in Q3 to 51,273 shares, valued at about $14.46 million.
• Quarterly results beat expectations: IBM reported EPS of $4.52 vs. $4.33 expected and revenue of $19.69 billion (up 12.2% year‑over‑year).
• IBM paid a quarterly dividend of $1.68 (annualized $6.72, yield 2.7%), insiders have made recent purchases, and analysts' average price target is $320.87 with a "Moderate Buy" consensus.

BNP Paribas boosted its position in International Business Machines Corporation (NYSE:IBM - Free Report) by 16.0% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 51,273 shares of the technology company's stock after purchasing an additional 7,065 shares during the quarter. BNP Paribas' holdings in International Business Machines were worth $14,462,000 at the end of the most recent quarter.

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

International Business Machines Stock Down 0.5%

IBM stock opened at $246.37 on Friday. The company has a market cap of $231.10 billion, a price-to-earnings ratio of 22.10, a P/E/G ratio of 2.47 and a beta of 0.73. The company has a debt-to-equity ratio of 1.67, a quick ratio of 0.92 and a current ratio of 0.96. The business's 50-day moving average is $276.81 and its two-hundred day moving average is $284.56. International Business Machines Corporation has a fifty-two week low of $214.50 and a fifty-two week high of $324.90.

International Business Machines (NYSE:IBM - Get Free Report) last released its quarterly earnings results on Wednesday, January 28th. The technology company reported $4.52 earnings per share (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 business had revenue of $19.69 billion during the quarter, compared to the consensus estimate of $19.23 billion. During the same period in the previous year, the company posted $3.92 EPS. The business's quarterly revenue was up 12.2% compared to the same quarter last year. 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 announced a quarterly dividend, which was paid on Tuesday, March 10th. Investors of record on Tuesday, February 10th were given a dividend of $1.68 per share. This represents a $6.72 annualized dividend and a yield of 2.7%. The ex-dividend date was Tuesday, February 10th. International Business Machines's payout ratio is 60.27%.

Key International Business Machines News

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

• Positive Sentiment: IBM published a practical "quantum‑centric supercomputing" reference architecture that maps how quantum processors can be integrated with CPUs and GPUs — a clear strategic push to own early enterprise quantum and attract research/cloud customers. IBM Releases a New Blueprint for Quantum-Centric Supercomputing
• Positive Sentiment: IBM announced a partnership with Taiwan’s E.SUN Bank to deliver an enterprise AI governance framework — a commercial proof point that could help drive services and consulting revenue in regulated industries. IBM Teams Up With E.SUN Bank on AI Governance
• Positive Sentiment: Analysts continue to call IBM a top large-cap tech name alongside peers, which supports medium-term investor interest despite recent weakness. Analysts Are Bullish on Top Technology Stocks
• Positive Sentiment: Coverage highlights IBM’s "dual‑pronged" strategy (AI/hybrid cloud + quantum) to redefine enterprise computing — reinforces the company’s long-term narrative even as adoption timelines remain gradual. IBM's Dual-Pronged Strategy to Redefine Computing Power
• Neutral Sentiment: IBM’s CFO gave interviews outlining priorities around AI, hybrid cloud and quantum — useful for strategic context but not new guidance. The Motley Fool Interviews IBM CFO Jim Kavanaugh
• Neutral Sentiment: Industry roundups and tech press reiterate IBM’s quantum roadmap and positioning; positive for brand/technology leadership but benefits are multi‑year. IBM Introduces Blueprint to Combine Quantum Computers with Traditional Supercomputers
• Negative Sentiment: Competitive/near‑term threat: Anthropic’s Claude Code announcement (automation for COBOL modernization) has sparked concerns that third‑party AI tools could displace some IBM mainframe/modernization services, and analysts/media point to that as a contributor to the year‑to‑date decline. IBM Has Fallen 16% as Anthropic Puts Them In The Bullseye
• Negative Sentiment: Market reaction: IBM shares slipped around the quantum blueprint release and have been under pressure from technicals (current price below 50‑ and 200‑day moving averages) and lower trading volume, prompting short‑term selling. What's going on with IBM stock on Thursday?

Analysts Set New Price Targets

Several equities research analysts have commented on the company. Wedbush reissued an "outperform" rating and issued a $340.00 target price on shares of International Business Machines in a report on Tuesday, February 24th. Stifel Nicolaus raised their price target on International Business Machines from $325.00 to $340.00 and gave the company a "buy" rating in a report on Thursday, January 29th. UBS Group upgraded shares of 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. Argus set a $360.00 price objective on shares of International Business Machines in a research report on Friday, January 30th. Finally, Morgan Stanley reduced their price objective on shares of International Business Machines from $304.00 to $247.00 and set an "equal weight" rating for the company in a research note on Wednesday, February 25th. One analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and eight have issued a Hold rating to the company's stock. According to data from MarketBeat, the company presently has an average rating of "Moderate Buy" and an average target price of $320.87.

Insider Buying and Selling

In other International Business Machines news, Director Michael Miebach purchased 434 shares of the firm's stock in a transaction on Wednesday, February 25th. The shares were acquired at an average cost of $233.33 per share, for a total transaction of $101,265.22. Following the completion of the transaction, the director owned 434 shares of the company's stock, valued at approximately $101,265.22. The trade was a ∞ increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director David N. Farr purchased 1,000 shares of the company's stock in a transaction dated Friday, January 30th. The shares were acquired at an average price of $304.00 per share, for a total transaction of $304,000.00. Following the purchase, the director directly owned 9,258 shares in the company, valued at approximately $2,814,432. The trade was a 12.11% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Over the last ninety days, insiders have acquired 1,484 shares of company stock valued at $417,157. 0.18% 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.

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