Ossiam Buys 28,715 Shares of International Business Machines Corporation $IBM

Key Points

• Ossiam increased its IBM stake by 153.6%, purchasing 28,715 shares to own 47,405 shares valued at about $13.38 million at the end of the quarter.
• IBM is pushing its AI and quantum strategy — releasing a quantum‑centric supercomputing blueprint and partnering with E.SUN Bank on AI governance — but shares are under short‑term pressure from competitors (notably Anthropic) and trading below key moving averages.
• IBM beat quarterly estimates (EPS $4.52 vs. $4.33) with revenue up 12.2%, pays a $1.68 quarterly dividend (~2.7% yield), and has a consensus "Moderate Buy" rating with a $320.87 price target.

Ossiam grew its position in shares of International Business Machines Corporation (NYSE:IBM - Free Report) by 153.6% in the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 47,405 shares of the technology company's stock after purchasing an additional 28,715 shares during the period. Ossiam's holdings in International Business Machines were worth $13,376,000 at the end of the most recent reporting period.

Other hedge funds also recently made changes to their positions in the company. Towarzystwo Funduszy Inwestycyjnych PZU SA lifted its position in shares of International Business Machines by 89.2% in the third quarter. Towarzystwo Funduszy Inwestycyjnych PZU SA now owns 3,415 shares of the technology company's stock worth $964,000 after buying an additional 1,610 shares in the last quarter. iSAM Funds UK Ltd bought a new stake in International Business Machines in the 3rd quarter worth approximately $1,304,000. Olde Wealth Management LLC bought a new stake in International Business Machines in the 3rd quarter worth approximately $268,000. von Borstel & Associates Inc. raised its holdings in shares of International Business Machines by 106.1% during the 3rd quarter. von Borstel & Associates Inc. now owns 5,102 shares of the technology company's stock worth $1,576,000 after acquiring an additional 2,626 shares in the last quarter. Finally, NorthRock Partners LLC boosted its position in shares of International Business Machines by 24.1% during the 3rd quarter. NorthRock Partners LLC now owns 25,866 shares of the technology company's stock valued at $7,298,000 after acquiring an additional 5,029 shares during the last quarter. 58.96% of the stock is currently owned by hedge funds and other institutional investors.

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?

International Business Machines Stock Down 0.5%

NYSE IBM opened at $246.37 on Friday. The company has a quick ratio of 0.92, a current ratio of 0.96 and a debt-to-equity ratio of 1.67. International Business Machines Corporation has a 52 week low of $214.50 and a 52 week high of $324.90. The firm has a market capitalization of $231.10 billion, a price-to-earnings ratio of 22.10, a PEG ratio of 2.48 and a beta of 0.73. The company has a fifty day moving average of $276.81 and a two-hundred day moving average of $284.27.

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

International Business Machines Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 10th were issued a $1.68 dividend. 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 is presently 60.27%.

Analyst Ratings Changes

A number of research analysts recently weighed in on the stock. Erste Group Bank lowered shares of International Business Machines from a "buy" rating to a "hold" rating in a report on Wednesday, February 18th. Oppenheimer set a $380.00 price objective on shares of International Business Machines and gave the company an "outperform" rating in a research report on Thursday, January 29th. DZ Bank raised shares of International Business Machines to a "hold" rating in a research note on Wednesday, February 11th. BMO Capital Markets restated a "market perform" rating and set a $350.00 target price on shares of International Business Machines in a research report on Thursday, January 29th. Finally, Morgan Stanley lowered their price target on shares of International Business Machines from $304.00 to $247.00 and set an "equal weight" rating for the company in a report on Wednesday, February 25th. One investment 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. Based on data from MarketBeat, International Business Machines has a consensus rating of "Moderate Buy" and a consensus price target of $320.87.

Insider Activity at International Business Machines

In other International Business Machines news, Director David N. Farr purchased 1,000 shares of the firm's stock in a transaction that occurred on Friday, January 30th. The stock was purchased at an average cost of $304.00 per share, with a total value of $304,000.00. Following the purchase, 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 ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Michael Miebach acquired 434 shares of the company's stock in a transaction that occurred on Wednesday, February 25th. The shares were acquired 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 bought 1,484 shares of company stock worth $417,157. Company insiders own 0.18% of the company's stock.

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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