Bokf Na Purchases 2,545 Shares of International Business Machines Corporation $IBM

Key Points

• Bokf Na increased its stake in IBM by 2.9%, buying 2,545 shares in Q3 to hold 91,292 shares valued at about $25.76 million, while institutional investors own 58.96% of the stock.
• Wall Street sentiment is broadly constructive with a MarketBeat consensus of "Moderate Buy" and an average target price of $320.87, though analyst ratings range from Hold to Outperform with several recent price-target upgrades.
• IBM beat Q4 expectations (EPS $4.52 vs. $4.33; revenue $19.69B vs. $19.23B, up 12.2% year-over-year), pays a $1.68 quarterly dividend (≈2.7% yield), and has seen recent insider purchases.

Bokf Na grew its position in International Business Machines Corporation (NYSE:IBM - Free Report) by 2.9% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 91,292 shares of the technology company's stock after buying an additional 2,545 shares during the quarter. Bokf Na's holdings in International Business Machines were worth $25,759,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in IBM. Winnow Wealth LLC bought a new stake in International Business Machines during the second quarter worth $27,000. Mountain Hill Investment Partners Corp. bought a new position in shares of International Business Machines in the 3rd quarter valued at $28,000. Trifecta Capital Advisors LLC raised its holdings in shares of International Business Machines by 129.1% during the 3rd quarter. Trifecta Capital Advisors LLC now owns 126 shares of the technology company's stock worth $36,000 after buying an additional 71 shares in the last quarter. American Wealth Advisors LLC acquired a new position in shares of International Business Machines during the 3rd quarter worth $40,000. Finally, Davis Capital Management bought a new stake in shares of International Business Machines during the 3rd quarter worth $54,000. Institutional investors own 58.96% of the company's stock.

Wall Street Analysts Forecast Growth

Several analysts recently weighed in on the company. Erste Group Bank lowered International Business Machines from a "buy" rating to a "hold" rating in a research note on Wednesday, February 18th. Oppenheimer set a $380.00 target price on shares of International Business Machines and gave the stock an "outperform" rating in a report on Thursday, January 29th. Bank of America raised their price target on shares of International Business Machines from $315.00 to $335.00 and gave the company a "buy" rating in a research note on Tuesday, January 13th. Dbs Bank raised shares of International Business Machines from a "hold" rating to a "moderate buy" rating in a report on Monday, January 19th. Finally, Evercore upped their price objective on shares of International Business Machines from $330.00 to $345.00 and gave the stock an "outperform" rating in a research report on Thursday, January 29th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and eight have issued a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average target price of $320.87.

More International Business Machines News

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

• Positive Sentiment: Analysts remain constructive on large tech names including IBM; coverage cited IBM as a buy/hold candidate based on enterprise AI and hybrid cloud exposure. This supports investor confidence in the company’s strategy. Read More.
• Positive Sentiment: IBM announced a partnership with SEI to deploy agentic AI and automation for enterprise workflows — a direct commercial tie-up that could drive near‑term services revenue and customer adoption of IBM’s AI tooling. Read More.
• Positive Sentiment: IBM and Lam Research launched a collaboration to advance sub‑1nm logic scaling (materials, processes, High NA EUV). That’s a strategic, long‑horizon boost to IBM’s semiconductor and research positioning. Read More.
• Neutral Sentiment: IBM and several universities co‑authored discovery of a novel molecule with unique electronic structure — a positive R&D milestone but unlikely to move near‑term revenue; more material for long‑term IP/tech leadership. Read More.
• Neutral Sentiment: Snowflake research cited Hakkoda (an IBM company) in interoperability and AI scaling for healthcare — reinforces IBM’s role in enterprise data/AI stacks but is incremental news. Read More.
• Neutral Sentiment: Market commentary pieces weighing IBM post‑Q4 earnings and recent price moves reiterate mixed sentiment: solid earnings but still navigating AI competition and valuation headwinds. These items provide context but no new catalysts. Read More. and Read More.
• Negative Sentiment: Shares plunged after market fears over new AI capabilities from Anthropic (and similar agentic/“vibe coding” tools) — investors worried these advances accelerate competition and erode pricing/market share for legacy enterprise software and services. That reaction was the main immediate downward driver. Read More.
• Negative Sentiment: IBM’s 2026 X‑Force cybersecurity report highlighted rising threats; media coverage framed it as a “bombshell,” which briefly pressured sentiment even as it could also increase demand for IBM security services. Short term, the headline contributed to negative sentiment. Read More.

International Business Machines Price Performance

International Business Machines stock opened at $248.56 on Thursday. The stock has a 50-day moving average price of $278.69 and a two-hundred day moving average price of $284.48. International Business Machines Corporation has a 12 month low of $214.50 and a 12 month high of $324.90. The company has a market capitalization of $233.16 billion, a PE ratio of 22.29, a P/E/G ratio of 2.51 and a beta of 0.73. The company has a current ratio of 0.96, a quick ratio of 0.92 and a debt-to-equity ratio of 1.67.

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 for the quarter, topping the consensus estimate of $4.33 by $0.19. The company had revenue of $19.69 billion for the quarter, compared to analysts' expectations of $19.23 billion. International Business Machines had a return on equity of 38.15% and a net margin of 15.69%.The business's quarterly revenue was up 12.2% compared to the same quarter last year. During the same period in the previous year, the business posted $3.92 earnings per share. Analysts expect that International Business Machines Corporation will post 10.78 EPS for the current year.

International Business Machines Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 10th were given a $1.68 dividend. 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 dividend payout ratio is 60.27%.

Insider Buying and Selling at International Business Machines

In related news, Director Michael Miebach acquired 434 shares of the firm's stock in a transaction that occurred on Wednesday, February 25th. The stock was acquired at an average cost 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 of the company's stock, valued at approximately $101,265.22. This trade represents a ∞ increase in their position. The acquisition was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director David N. Farr bought 1,000 shares of the stock in a transaction that occurred on Friday, January 30th. The shares were 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 in the company, valued at $2,814,432. The trade was a 12.11% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders have bought 1,484 shares of company stock valued at $417,157 in the last ninety days. Insiders own 0.18% of the company's stock.

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.

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