Czech National Bank Buys 9,888 Shares of International Business Machines Corporation $IBM

Key Points

• Czech National Bank raised its IBM stake by 4.2% in Q4, purchasing 9,888 shares to own 246,475 shares worth about $73.0 million.
• IBM beat quarterly estimates (EPS $4.52 vs. $4.33; revenue $19.69B, +12.2% YoY) and is accelerating AI initiatives (watsonx, llm-d open-source, ElevenLabs partnership) while Wall Street consensus sits at a "Moderate Buy" with price targets in the low-$300s.

Czech National Bank lifted its stake in International Business Machines Corporation (NYSE:IBM - Free Report) by 4.2% in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 246,475 shares of the technology company's stock after purchasing an additional 9,888 shares during the quarter. Czech National Bank's holdings in International Business Machines were worth $73,008,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently bought and sold shares of IBM. Mountain Hill Investment Partners Corp. purchased a new position in International Business Machines during the third quarter worth $28,000. SWAN Capital LLC bought a new position in International Business Machines during the third quarter valued at $28,000. Trifecta Capital Advisors LLC raised its stake in shares of International Business Machines by 129.1% in the third quarter. Trifecta Capital Advisors LLC now owns 126 shares of the technology company's stock valued at $36,000 after acquiring an additional 71 shares during the period. American Wealth Advisors LLC purchased a new stake in shares of International Business Machines in the third quarter valued at $40,000. Finally, Davis Capital Management bought a new stake in shares of International Business Machines in the 3rd quarter worth about $54,000. Hedge funds and other institutional investors own 58.96% of the company's stock.

Insider Activity at International Business Machines

In other news, Director David N. Farr acquired 1,000 shares of the company's stock in a transaction that occurred on Friday, January 30th. The shares were bought at an average price of $304.00 per share, with a total value of $304,000.00. Following the completion of the purchase, the director directly owned 9,258 shares in the company, valued at $2,814,432. This trade represents a 12.11% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Michael Miebach acquired 434 shares of International Business Machines stock in a transaction on Wednesday, February 25th. The shares were 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. This trade represents a ∞ increase in their ownership of the stock. The SEC filing for this purchase provides additional information. In the last three months, insiders purchased 1,484 shares of company stock worth $417,157. 0.27% of the stock is owned by insiders.

More International Business Machines News

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

• Positive Sentiment: IBM led an open-source push for AI infrastructure by contributing the llm-d project to the Cloud Native Computing Foundation — a move that can deepen IBM’s footprint in enterprise AI stacks, attract contributors/partners, and reduce friction for customers adopting watsonx and related tools. IBM Pushes Open-Source AI Infrastructure with New llm-d Project
• Positive Sentiment: IBM expanded watsonx Orchestrate’s capabilities by partnering with ElevenLabs to add premium TTS/STT — enhances agentic AI use-cases for enterprises (multilingual voice, richer UX), strengthening product differentiation. Enterprise AI Finds its Voice: ElevenLabs and IBM Bring Premium Voice Capabilities to Agentic AI
• Positive Sentiment: BofA reiterated a Buy and $340 price target based on IBM’s agentic AI expansion — analyst backing can support investor confidence and buying interest in the near term. BofA Reaffirms Buy on IBM Stock Amid Agentic AI Expansion
• Positive Sentiment: CEO Arvind Krishna said the regulatory environment is friendlier for M&A — implies IBM can more quickly execute strategic tuck-ins to accelerate AI/cloud capabilities and revenue growth. IBM CEO: Regulatory environment much friendlier for M&A deals now
• Positive Sentiment: Cloudera named IBM among its 2026 Global Partner Award winners — another signal of channel strength and ecosystem validation for IBM’s data/AI offerings. Cloudera Announces 2026 Global Partner Awards Winners at IMPACT26
• Positive Sentiment: High-visibility deployments — IBM’s watsonx features at the Masters (Vault Search, Hole Insights) showcase its Granite SLMs and agentic tools to large audiences, useful for marketing and customer proof points. Masters AI Experience Launch Could Be A Game Changer For International Business Machines (IBM)
• Positive Sentiment: Consensus brokerage coverage sits around a "Moderate Buy," supporting broader analyst sentiment that IBM’s AI strategy can drive earnings — a tailwind for investor sentiment. International Business Machines Corporation NYSE: IBM Receives Consensus Rating of "Moderate Buy" from Brokerages
• Neutral Sentiment: Morgan Stanley’s note on Kyndryl highlights evolving partner dynamics with IBM — worth watching for service/partner revenue implications but not a direct near-term hit to IBM’s core AI story. Kyndryl: Limited Near-Term Upside Amid Uncertain Growth Outlook and Evolving IBM Partnership
• Neutral Sentiment: Industry coverage lists IBM among leading integration/iPaaS solutions — supportive for long-term positioning but not a catalyst by itself. Top Integration Tools in 2026: iPaaS, MuleSoft & IBM Solutions
• Negative Sentiment: Broader tech selling is exerting pressure on IBM and peers (Dow saw tech weakness), and IBM remains below its 50- and 200-day moving averages — technical/residual market risk could cap near-term upside. Dow Wavers. It's Getting Hit by Tech Now, Too.

Wall Street Analyst Weigh In

Several equities analysts recently commented on the stock. Wall Street Zen downgraded shares of International Business Machines from a "buy" rating to a "hold" rating in a report on Sunday, January 11th. Stifel Nicolaus raised their price objective on shares of International Business Machines from $325.00 to $340.00 and gave the stock a "buy" rating in a research note on Thursday, January 29th. DZ Bank upgraded International Business Machines to a "hold" rating in a research report on Wednesday, February 11th. Wedbush reaffirmed an "outperform" rating and set a $340.00 target price on shares of International Business Machines in a research note on Tuesday, February 24th. Finally, Jefferies Financial Group reiterated a "buy" rating on shares of International Business Machines in a report on Monday, February 23rd. One analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and eight have given a Hold rating to the company. According to MarketBeat.com, International Business Machines presently has a consensus rating of "Moderate Buy" and a consensus price target of $314.60.

International Business Machines Trading Up 0.3%

IBM stock opened at $241.23 on Thursday. International Business Machines Corporation has a 12 month low of $214.50 and a 12 month high of $324.90. The firm's 50-day moving average is $267.99 and its 200 day moving average is $284.73. The company has a market capitalization of $226.28 billion, a PE ratio of 21.63, a P/E/G ratio of 2.41 and a beta of 0.73. The company has a debt-to-equity ratio of 1.67, a current ratio of 0.96 and a quick ratio of 0.92.

International Business Machines (NYSE:IBM - Get Free Report) last released its quarterly earnings data on Wednesday, January 28th. The technology company reported $4.52 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.33 by $0.19. The company had revenue of $19.69 billion during the quarter, compared to analysts' expectations of $19.23 billion. International Business Machines had a net margin of 15.69% and a return on equity of 38.15%. The firm's quarterly revenue was up 12.2% on a year-over-year basis. During the same period in the previous year, the company earned $3.92 EPS. On average, research analysts anticipate that International Business Machines Corporation will post 10.78 EPS for the current year.

International Business Machines Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Investors of record on Tuesday, February 10th were issued a $1.68 dividend. The ex-dividend date was Tuesday, February 10th. This represents a $6.72 dividend on an annualized basis and a dividend yield of 2.8%. International Business Machines's payout ratio is presently 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.

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