Mirae Asset Global Investments Co. Ltd. Purchases 22,171 Shares of International Business Machines Corporation $IBM

Mirae Asset Global Investments Co. Ltd. raised its holdings in International Business Machines Corporation (NYSE:IBM) by 16.4% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 157,056 shares of the technology company’s stock after acquiring an additional 22,171 shares during the period. Mirae Asset Global Investments Co. Ltd.’s holdings in International Business Machines were worth $44,315,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds and other institutional investors have also recently modified their holdings of the company. Norges Bank bought a new position in shares of International Business Machines in the second quarter valued at about $2,011,122,000. Vanguard Group Inc. grew its position in International Business Machines by 2.1% in the second quarter. Vanguard Group Inc. now owns 95,051,475 shares of the technology company’s stock valued at $28,019,274,000 after acquiring an additional 1,913,708 shares during the last quarter. Laurel Wealth Advisors LLC raised its stake in International Business Machines by 27,928.2% during the second quarter. Laurel Wealth Advisors LLC now owns 1,903,116 shares of the technology company’s stock worth $561,001,000 after acquiring an additional 1,896,326 shares in the last quarter. VIRGINIA RETIREMENT SYSTEMS ET Al acquired a new position in International Business Machines during the 2nd quarter worth approximately $133,771,000. Finally, Franklin Resources Inc. lifted its stake in International Business Machines by 45.8% in the 2nd quarter. Franklin Resources Inc. now owns 1,313,241 shares of the technology company’s stock valued at $387,118,000 after purchasing an additional 412,574 shares during the last quarter. Institutional investors and hedge funds own 58.96% of the company’s stock.

Key International Business Machines News

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

• Positive Sentiment: Q4 earnings beat — IBM reported EPS of $4.52 vs. the Zacks consensus $4.33, beating expectations and marking year-over-year earnings growth. Article Title
• Positive Sentiment: Revenue beat and top-line momentum — Q4 revenue was $19.69B (up ~12% YoY) above estimates, driven by software and infrastructure demand. Strong top-line growth supports multiple expansion expectations. Article Title
• Positive Sentiment: 2026 revenue guidance above consensus — IBM gave FY‑2026 revenue guidance of about $70.9B vs. consensus ~$70.2B and projected >5% revenue growth and ~$1B higher free cash flow, signaling confidence in continued growth execution. Article Title
• Positive Sentiment: Generative AI traction — Management said the generative-AI business tops ~$12.5B, underscoring AI as the growth engine behind software and services momentum. AI revenue scale supports investor enthusiasm for recurring, higher‑margin sales. Article Title
• Positive Sentiment: Bullish analyst support — RBC reiterated an Outperform rating and highlighted IBM as a defensive AI play with a $350 target, adding institutional endorsement to the beat-and-guide narrative. Article Title
• Neutral Sentiment: Company materials available — IBM published a press release and slide deck with detailed results and segment breakdowns (software, infrastructure, consulting) for investors doing deeper diligence. Article Title
• Negative Sentiment: Some analyst caution remains — Evercore ISI reiterated an Underperform ahead of the print, reflecting doubts from some corners about valuation and near-term upside despite solid results. Divergent analyst views could cap gains if conviction weakens. Article Title

International Business Machines Trading Up 0.2%

International Business Machines stock opened at $294.47 on Thursday. International Business Machines Corporation has a fifty-two week low of $214.50 and a fifty-two week high of $324.90. The company has a debt-to-equity ratio of 1.97, a quick ratio of 0.89 and a current ratio of 0.93. The firm’s fifty day moving average price is $302.31 and its 200-day moving average price is $282.81. The stock has a market cap of $275.25 billion, a P/E ratio of 35.22, a PEG ratio of 2.85 and a beta of 0.70.

International Business Machines (NYSE:IBM) last announced its quarterly earnings results on Wednesday, January 28th. The technology company reported $4.52 EPS for the quarter, topping analysts’ consensus estimates of $4.33 by $0.19. International Business Machines had a return on equity of 37.76% and a net margin of 12.09%.The business had revenue of $19.69 billion for the quarter, compared to analysts’ expectations of $19.23 billion. During the same period in the previous year, the firm earned $3.92 EPS. The business’s quarterly revenue was up 12.2% on a year-over-year basis. Equities research analysts forecast that International Business Machines Corporation will post 10.78 earnings per share for the current fiscal year.

International Business Machines Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Tuesday, February 10th will be given a dividend of $1.68 per share. The ex-dividend date of this dividend is Tuesday, February 10th. This represents a $6.72 annualized dividend and a dividend yield of 2.3%. International Business Machines’s dividend payout ratio (DPR) is 80.38%.

Wall Street Analyst Weigh In

IBM has been the topic of several analyst reports. Erste Group Bank raised shares of International Business Machines from a “hold” rating to a “buy” rating in a research note on Friday, December 5th. UBS Group reissued a “sell” rating on shares of International Business Machines in a research report on Thursday. JPMorgan Chase & Co. lifted their target price on International Business Machines from $290.00 to $312.00 and gave the company a “neutral” rating in a research report on Wednesday, January 21st. Evercore ISI boosted their target price on International Business Machines from $315.00 to $330.00 and gave the stock an “outperform” rating in a research note on Tuesday, January 20th. Finally, Royal Bank Of Canada restated an “outperform” rating on shares of International Business Machines in a research report on Tuesday. One analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $306.86.

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.