Diversified Management Inc. Makes New $858,000 Investment in International Business Machines Corporation $IBM

Key Points

• Diversified Management acquired a new position of 2,897 shares (~$858,000) in IBM during Q4, and hedge funds/institutions now own about 58.96% of the stock.
• Insiders bought shares recently: Director Michael Miebach purchased 434 shares at $233.33 and Director David N. Farr bought 1,000 shares at $304, increasing insider ownership.
• IBM beat quarterly estimates with EPS of $4.52 vs. $4.33 and revenue of $19.69B (up 12.2% year‑over‑year), and it pays a quarterly dividend of $1.68 (annualized $6.72, ~2.7% yield).

Diversified Management Inc. acquired a new position in shares of International Business Machines Corporation (NYSE:IBM - Free Report) during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 2,897 shares of the technology company's stock, valued at approximately $858,000.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the stock. Mattson Financial Services LLC purchased a new position in International Business Machines in the third quarter worth approximately $852,000. Waverton Investment Management Ltd increased its position in shares of International Business Machines by 3.3% in the 3rd quarter. Waverton Investment Management Ltd now owns 993,743 shares of the technology company's stock valued at $280,439,000 after purchasing an additional 32,072 shares during the last quarter. Newbridge Financial Services Group Inc. raised its holdings in shares of International Business Machines by 30.0% in the 4th quarter. Newbridge Financial Services Group Inc. now owns 13,122 shares of the technology company's stock valued at $3,887,000 after purchasing an additional 3,029 shares in the last quarter. NEOS Investment Management LLC raised its holdings in shares of International Business Machines by 51.7% in the 3rd quarter. NEOS Investment Management LLC now owns 114,395 shares of the technology company's stock valued at $32,278,000 after purchasing an additional 38,973 shares in the last quarter. Finally, American National Bank & Trust lifted its position in shares of International Business Machines by 26.2% during the 3rd quarter. American National Bank & Trust now owns 12,537 shares of the technology company's stock worth $3,537,000 after purchasing an additional 2,603 shares during the last quarter. 58.96% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at International Business Machines

In other news, Director Michael Miebach acquired 434 shares of the firm's stock in a transaction dated Wednesday, February 25th. The stock was acquired at an average cost of $233.33 per share, with a total value of $101,265.22. Following the completion of the acquisition, the director owned 434 shares of the company's stock, valued at $101,265.22. The trade was a ∞ increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director David N. Farr bought 1,000 shares of the 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 completion of the transaction, the director owned 9,258 shares of the company's stock, valued at approximately $2,814,432. The trade was a 12.11% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. In the last ninety days, insiders have acquired 1,484 shares of company stock worth $417,157. 0.27% of the stock is currently owned by corporate insiders.

International Business Machines Price Performance

Shares of NYSE:IBM opened at $245.08 on Thursday. International Business Machines Corporation has a 12 month low of $220.72 and a 12 month high of $324.90. The firm has a market capitalization of $229.89 billion, a P/E ratio of 21.98, a P/E/G ratio of 2.51 and a beta of 0.69. The company has a debt-to-equity ratio of 1.67, a current ratio of 0.96 and a quick ratio of 0.92. The company's fifty day moving average price is $250.73 and its 200 day moving average price is $282.32.

International Business Machines (NYSE:IBM - Get Free Report) last issued its quarterly earnings data on Wednesday, January 28th. The technology company reported $4.52 earnings per share (EPS) for the quarter, topping the consensus estimate 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 company had revenue of $19.69 billion for the quarter, compared to analyst estimates of $19.23 billion. During the same quarter last year, the company posted $3.92 earnings per share. The business's quarterly revenue was up 12.2% compared to the same quarter last year. As a group, sell-side analysts predict that International Business Machines Corporation will post 10.78 earnings per share for the current fiscal 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 paid a dividend of $1.68 per share. This represents a $6.72 dividend on an annualized basis and a yield of 2.7%. The ex-dividend date was Tuesday, February 10th. International Business Machines's dividend payout ratio (DPR) is currently 60.27%.

Analyst Ratings Changes

IBM has been the topic of several recent analyst reports. Citigroup began coverage on International Business Machines in a report on Friday, April 10th. They issued a "buy" rating and a $285.00 target price on the stock. UBS Group raised International Business Machines from a "sell" rating to a "neutral" rating and set a $236.00 price target for the company in a report on Wednesday, February 25th. Royal Bank Of Canada set a $361.00 price objective on International Business Machines in a research report on Thursday, January 29th. Erste Group Bank downgraded International Business Machines from a "buy" rating to a "hold" rating in a report on Wednesday, February 18th. Finally, Bank of America boosted their target price on International Business Machines from $315.00 to $335.00 and gave the stock a "buy" rating in a research note on Tuesday, January 13th. One research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and eight have assigned a Hold rating to the company's stock. According to data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus price target of $307.63.

More International Business Machines News

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

• Positive Sentiment: Citi initiated coverage with a Buy and a $285 price target, a high‑profile endorsement that frames meaningful upside vs. current levels and likely supported buying interest. Why Citi Analysts Are Betting IBM Stock Can Gain Nearly 20% From Here
• Positive Sentiment: IBM launched “Autonomous Security,” an AI agent‑based cybersecurity offering aimed at automating threat detection and remediation — a product move that reinforces IBM’s enterprise AI/security narrative and can boost near‑term commercial momentum. IBM Announces New Cybersecurity Measures to Help Enterprises Confront Agentic Attacks
• Positive Sentiment: Analysts and research outlets (Zacks, Yahoo Finance) flag IBM as having the right setup for another earnings beat — citing its recent revenue and EPS upside history — which raises expectations into next week’s report and supports a higher stock multiple. Will IBM (IBM) Beat Estimates Again in Its Next Earnings Report?
• Positive Sentiment: Partnerships with ecosystem players (e.g., news of Arm alliances that include IBM) emphasize IBM’s place in enterprise AI infrastructure and could extend TAM for its hybrid cloud and AI hardware/software offerings. Arm Alliances With SK Telecom And IBM Put AI Valuation In Focus
• Neutral Sentiment: Broader market strength on macro headlines contributed to higher intraday prices across the tape, which likely helped lift IBM alongside peers. Equities Mostly Rise Intraday as Trump Reportedly Says War Likely 'Very Close to Over'
• Neutral Sentiment: Some sell‑side coverage remains mixed: certain firms keep Hold ratings (Morgan Stanley reiterated a Hold), suggesting limited re‑rating upside absent a major beat or guide‑up. That constrains potential rallies if earnings merely meet expectations. IBM: Near-Term Beat Potential but Limited Re-Rating Upside Supports Continued Hold
• Negative Sentiment: 13F fund disclosure shows Prospera Financial trimmed its IBM stake materially during the quarter, a reported reduction that can pressure shares if other funds follow similar rebalancing. Fund Update: Prospera Financial Services Inc Just Disclosed New Holdings
• Negative Sentiment: IBM agreed to pay $17M to settle DOJ allegations related to DEI‑linked executive bonuses — a headline legal/regulatory expense that is modest financially but negative for governance headlines. IBM Pays $17 Million To Settle DOJ DEI Allegations: Executive Bonuses Tied To Demographic Targets

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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