UniSuper Management Pty Ltd Purchases 67,888 Shares of International Business Machines Corporation $IBM

UniSuper Management Pty Ltd raised its position in shares of International Business Machines Corporation (NYSE:IBM) by 39.3% in the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 240,455 shares of the technology company’s stock after purchasing an additional 67,888 shares during the quarter. UniSuper Management Pty Ltd’s holdings in International Business Machines were worth $67,847,000 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. Emergent Wealth Advisors LLC increased its holdings in International Business Machines by 8.3% during the third quarter. Emergent Wealth Advisors LLC now owns 2,647 shares of the technology company’s stock valued at $747,000 after buying an additional 203 shares during the last quarter. Jennison Associates LLC raised its holdings in International Business Machines by 199.0% in the 3rd quarter. Jennison Associates LLC now owns 597,242 shares of the technology company’s stock worth $168,518,000 after purchasing an additional 397,494 shares during the period. Hunter Associates Investment Management LLC raised its holdings in International Business Machines by 26.5% in the 3rd quarter. Hunter Associates Investment Management LLC now owns 16,465 shares of the technology company’s stock worth $4,640,000 after purchasing an additional 3,450 shares during the period. Westfuller Advisors LLC purchased a new position in International Business Machines during the third quarter valued at $200,000. Finally, Lockheed Martin Investment Management Co. grew its holdings in International Business Machines by 25.6% during the third quarter. Lockheed Martin Investment Management Co. now owns 38,300 shares of the technology company’s stock valued at $10,807,000 after purchasing an additional 7,800 shares during the period. Hedge funds and other institutional investors own 58.96% of the company’s stock.

Analyst Ratings Changes

IBM has been the topic of a number of analyst reports. Evercore ISI lifted their price objective on International Business Machines from $315.00 to $330.00 and gave the company an “outperform” rating in a research report on Tuesday. Stifel Nicolaus lifted their price target on shares of International Business Machines from $295.00 to $325.00 and gave the company a “buy” rating in a report on Tuesday, December 9th. UBS Group reissued a “sell” rating on shares of International Business Machines in a research note on Tuesday, December 9th. Bank of America lifted their target price 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. Finally, Erste Group Bank upgraded International Business Machines from a “hold” rating to a “buy” rating in a research note on Friday, December 5th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, five have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $306.86.

International Business Machines Price Performance

International Business Machines stock opened at $292.43 on Friday. International Business Machines Corporation has a 52-week low of $214.50 and a 52-week high of $324.90. The company has a quick ratio of 0.89, a current ratio of 0.93 and a debt-to-equity ratio of 1.97. The firm’s fifty day moving average is $302.13 and its 200 day moving average is $282.69. The company has a market cap of $273.35 billion, a price-to-earnings ratio of 34.98, a PEG ratio of 2.85 and a beta of 0.70.

International Business Machines (NYSE:IBM) last posted its earnings results on Wednesday, October 22nd. The technology company reported $2.65 earnings per share for the quarter, topping analysts’ consensus estimates of $2.45 by $0.20. International Business Machines had a net margin of 12.09% and a return on equity of 37.76%. The firm had revenue of $16.33 billion for the quarter, compared to the consensus estimate of $16.10 billion. During the same period in the previous year, the firm posted $2.30 EPS. The business’s quarterly revenue was up 9.1% on a year-over-year basis. Sell-side analysts forecast that International Business Machines Corporation will post 10.78 EPS for the current fiscal year.

Key International Business Machines News

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

• Positive Sentiment: JPMorgan and other analysts are bullish — a JPMorgan analyst said IBM’s stock is likely to rise, and other outlets report the stock trading higher following an analyst upgrade, providing near‑term buying interest ahead of earnings. International Business Machines (NYSE:IBM) Stock Price Expected to Rise Trading 2.1% Higher After Analyst Upgrade
• Positive Sentiment: Evercore ISI raised its price target to $330 and added IBM to a tactical outperform list — a clear signal that some brokers see upside from current levels. Evercore ISI raises IBM price target to $330
• Positive Sentiment: Jefferies reiterates a Buy and sees potential reacceleration in software growth heading into the print — this supports expectations for upward estimate revisions in 2026. IBM software growth seen reaccelerating ahead of earnings: Jefferies
• Positive Sentiment: Research and product catalysts: IBM’s new machine‑learning model for chip design (with Ansys and DARPA) is being touted as meaningful for next‑gen chips — a longer‑term tech differentiator tied to its AI strategy. Why IBM’s New Machine‑Learning Model Is a Big Deal
• Positive Sentiment: Multiple earnings previews (Seeking Alpha, Zacks, The Motley Fool) highlight stronger Q4 prospects driven by consulting (AI uptake, Microsoft partnership), software/watsonx tailwinds and the Confluent deal — these previews raise the odds of an upside surprise. IBM Q4 Earnings Preview Unlocking Q4 Potential of IBM
• Neutral Sentiment: Reminder: IBM’s earnings date is Jan. 28 — expectations are elevated, so the report could amplify volatility. Mark Your Calendars for January 28
• Neutral Sentiment: Analyst commentary and roundup pieces (CNBC/Benzinga, Yahoo) largely expect a solid quarter but differ on valuation timing — useful for positioning but not immediate catalysts. CNBC Final Trades
• Negative Sentiment: Short‑term price weakness: coverage notes and market pieces report the stock has slid recently despite higher targets — signaling profit‑taking and that upgrades aren’t fully translating into immediate gains. IBM Stock Slides Even as Analysts Raise 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.