International Business Machines Corporation $IBM Shares Purchased by MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.

Key Points

• MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. increased its stake in IBM by 51.3% in Q3, adding 267,215 shares to hold 788,158 shares worth about $222.35 million (≈0.08% of the company).
• IBM beat quarterly expectations with $4.52 EPS vs. $4.33 consensus and revenue of $19.69 billion (up 12.2% YoY), and it pays a quarterly dividend of $1.68 per share (annualized yield ~2.7%).
• Insiders bought stock recently (Director David N. Farr purchased 1,000 shares at $304; Michael Miebach bought 434 shares at $233.33), while IBM’s expanded collaboration with NVIDIA and supportive analyst checks leave the stock with an average price target of $320.87 and a "Moderate Buy" consensus.

MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its position in International Business Machines Corporation (NYSE:IBM - Free Report) by 51.3% in the 3rd quarter, according to its most recent filing with the SEC. The firm owned 788,158 shares of the technology company's stock after acquiring an additional 267,215 shares during the period. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. owned about 0.08% of International Business Machines worth $222,349,000 at the end of the most recent reporting period.

A number of other large investors also recently made changes to their positions in IBM. Laird Norton Wetherby Wealth Management LLC boosted its holdings in shares of International Business Machines by 6.5% during the third quarter. Laird Norton Wetherby Wealth Management LLC now owns 19,725 shares of the technology company's stock worth $5,566,000 after purchasing an additional 1,199 shares during the last quarter. Larson Financial Group LLC grew its position in shares of International Business Machines by 2.7% in the third quarter. Larson Financial Group LLC now owns 18,530 shares of the technology company's stock valued at $5,228,000 after purchasing an additional 483 shares during the period. Integrated Wealth Concepts LLC increased its stake in International Business Machines by 2.8% in the third quarter. Integrated Wealth Concepts LLC now owns 53,058 shares of the technology company's stock valued at $14,971,000 after purchasing an additional 1,461 shares during the last quarter. JPL Wealth Management LLC increased its stake in International Business Machines by 1.3% in the third quarter. JPL Wealth Management LLC now owns 15,691 shares of the technology company's stock valued at $4,427,000 after purchasing an additional 206 shares during the last quarter. Finally, KKM Financial LLC lifted its position in International Business Machines by 18.0% during the third quarter. KKM Financial LLC now owns 19,983 shares of the technology company's stock worth $5,638,000 after buying an additional 3,048 shares during the period. Hedge funds and other institutional investors own 58.96% of the company's stock.

Insider Activity

In related news, Director David N. Farr purchased 1,000 shares of International Business Machines stock in a transaction that occurred on Friday, January 30th. The shares were purchased at an average cost of $304.00 per share, with a total value of $304,000.00. Following 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. The purchase was disclosed in a filing with the SEC, which can be accessed through this link. Also, Director Michael Miebach purchased 434 shares of the firm's stock in a transaction on Wednesday, February 25th. The stock was bought at an average price of $233.33 per share, with a total value of $101,265.22. Following the acquisition, the director owned 434 shares in the company, valued at $101,265.22. This trade represents a ∞ increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Over the last quarter, insiders have purchased 1,484 shares of company stock worth $417,157. Company insiders own 0.27% of the company's stock.

International Business Machines Stock Performance

NYSE:IBM opened at $249.33 on Tuesday. The firm's fifty day simple moving average is $275.90 and its 200 day simple moving average is $284.87. 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 Corporation has a twelve month low of $214.50 and a twelve month high of $324.90. The firm has a market capitalization of $233.88 billion, a price-to-earnings ratio of 22.36, a PEG ratio of 2.47 and a beta of 0.73.

International Business Machines (NYSE:IBM - Get Free Report) last announced its quarterly earnings results 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. 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 during the quarter, compared to the consensus estimate of $19.23 billion. During the same period in the prior year, the firm earned $3.92 EPS. The firm's quarterly revenue was up 12.2% compared to the same quarter last year. As a group, equities research analysts expect that International Business Machines Corporation will post 10.78 earnings per share for the current fiscal year.

International Business Machines Announces Dividend

The business 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 was Tuesday, February 10th. International Business Machines's dividend payout ratio (DPR) is presently 60.27%.

Wall Street Analyst Weigh In

IBM has been the subject of several recent analyst reports. Argus set a $360.00 price target on International Business Machines in a report on Friday, January 30th. JPMorgan Chase & Co. raised their target price on shares of International Business Machines from $312.00 to $317.00 and gave the stock a "neutral" rating in a research report on Thursday, January 29th. Evercore boosted their target price on shares of International Business Machines from $330.00 to $345.00 and gave the company an "outperform" rating in a report on Thursday, January 29th. Wedbush reaffirmed an "outperform" rating and set a $340.00 price target on shares of International Business Machines in a research report on Tuesday, February 24th. Finally, Wall Street Zen downgraded shares of International Business Machines from a "buy" rating to a "hold" rating in a research note on Sunday, January 11th. One investment 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 stock. Based on data from MarketBeat, the company presently has an average rating of "Moderate Buy" and an average price target of $320.87.

Key Stories Impacting International Business Machines

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

• Positive Sentiment: IBM announced an expanded collaboration with NVIDIA to help enterprises operationalize AI at scale—work spans GPU-native analytics, intelligent document processing, on‑prem/regulatory deployments, cloud and consulting, which should accelerate IBM’s enterprise AI services and sales pipeline. IBM Announces Expanded Collaboration with NVIDIA to Advance AI for the Enterprise
• Positive Sentiment: NVIDIA’s new BlueField‑4 STX storage architecture—adopted by multiple cloud and AI providers—improves throughput and efficiency for large-context AI workloads; broader industry adoption of NVIDIA reference architectures benefits partners like IBM that integrate NVIDIA GPUs into enterprise solutions. NVIDIA Launches BlueField-4 STX Storage Architecture With Broad Industry Adoption
• Positive Sentiment: Market coverage flagged IBM as outperforming the broader market today, reflecting investor interest following the NVIDIA news and continued confidence in IBM’s AI and hybrid cloud strategy. Why IBM (IBM) Outpaced the Stock Market Today
• Positive Sentiment: Industry analysis highlights IBM’s strength in quantum and hybrid architectures, reinforcing its long‑term differentiation versus pure‑play quantum competitors and supporting investor confidence in diversified growth drivers. The New Threat IBM's Quantum Computing Research Poses to D-Wave
• Neutral Sentiment: An analyst comparison piece positions IBM ahead of Workday on hybrid cloud and AI fundamentals, which may help sentiment but is part of a broader, competitive enterprise‑software landscape. WDAY vs. IBM: Which Enterprise Software Stock is the Better Buy Now?
• Neutral Sentiment: Coverage raises questions about IBM’s resilience in a potential AI-driven market downturn and flags execution risk amid intense competition from newer AI specialists—useful context for risk-minded investors. Can IBM Stock Withstand An AI-Driven Market Downturn?
• Neutral Sentiment: Reports note IBM’s interest in Confluent (pending offer) — M&A activity can be accretive but also adds execution and financing considerations; impact on IBM shares is uncertain until transaction details are clear. Is It Time To Reassess Confluent (CFLT) After The Pending IBM Takeover Offer
• Negative Sentiment: Competitors and ecosystem partners (e.g., Supermicro) are rolling out integrated NVIDIA‑based AI platforms that could intensify competition in hardware and system sales where IBM also competes. Supermicro Launches Seven AI Data Platform Solutions with NVIDIA and Leading Ecosystem Partners to Accelerate Enterprise AI Innovation

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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