LGT Fund Management Co Ltd. Grows Holdings in International Business Machines Corporation $IBM

LGT Fund Management Co Ltd. grew its position in shares of International Business Machines Corporation (NYSE:IBM) by 684.3% during the 3rd quarter, Holdings Channel.com reports. The firm owned 8,337 shares of the technology company’s stock after purchasing an additional 7,274 shares during the quarter. LGT Fund Management Co Ltd.’s holdings in International Business Machines were worth $2,388,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of the company. Brighton Jones LLC boosted its position in International Business Machines by 12.4% during the fourth quarter. Brighton Jones LLC now owns 21,011 shares of the technology company’s stock worth $4,619,000 after acquiring an additional 2,323 shares during the last quarter. Sivia Capital Partners LLC raised its holdings in International Business Machines by 10.6% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,938 shares of the technology company’s stock valued at $571,000 after acquiring an additional 186 shares during the last quarter. Vestmark Advisory Solutions Inc. lifted its stake in shares of International Business Machines by 65.7% during the 2nd quarter. Vestmark Advisory Solutions Inc. now owns 1,501 shares of the technology company’s stock worth $443,000 after purchasing an additional 595 shares during the period. Los Angeles Capital Management LLC lifted its stake in shares of International Business Machines by 5.1% during the 2nd quarter. Los Angeles Capital Management LLC now owns 4,750 shares of the technology company’s stock worth $1,400,000 after purchasing an additional 231 shares during the period. Finally, HC Advisors LLC acquired a new stake in shares of International Business Machines during the second quarter worth $398,000. Institutional investors and hedge funds own 58.96% of the company’s stock.

More International Business Machines News

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

• Positive Sentiment: IBM Research co-led the experimental creation and characterization of a never-before-seen “half‑Möbius” molecule, using a quantum‑computer + supercomputer workflow — a Science publication that showcases IBM’s quantum R&D leadership and the real scientific utility of its quantum stack (positive for long‑term differentiation and IP). IBM Uses Quantum-Supercomputer Combo to Model Newly Discovered Half-Möbius Molecule
• Positive Sentiment: IBM announced a partnership to integrate Deepgram’s speech‑to‑text / text‑to‑speech into watsonx Orchestrate, strengthening IBM’s enterprise voice and generative‑AI offerings and improving product competitiveness in conversational automation use cases. International Business Machines Corporation (IBM) Partners With Deepgram to Support Its Generative AI Solution
• Positive Sentiment: Reports detail new AI contracts and board expansion (including a reported US$112M Defense Commissary Agency electronic‑shelf‑label modernization deal and two new directors), which investors view as concrete revenue/contract wins and governance support for growth in AI services. IBM and University Researchers Create a Never-Before-Seen Molecule and Prove its Exotic Nature with Quantum Computing
• Positive Sentiment: Industry research named IBM among leaders in the Data Integration market (multi‑cloud platforms, AI‑driven data pipelines), reinforcing its enterprise software and services positioning where recurring revenue and cross‑sell matter. Data Integration Company Evaluation Report 2025
• Positive Sentiment: Analyst attention (UBS upgrade), insider buying and recent earnings beats have drawn investor focus back to IBM’s valuation and AI strategy, supporting near‑term sentiment. A Look At IBM (IBM) Valuation After UBS Upgrade Insider Buying And Solid Earnings
• Neutral Sentiment: Macro/industry coverage on AI “creative destruction” highlights structural tailwinds for AI infrastructure and services — a supportive backdrop but not an IBM‑specific catalyst today. Wall Street Sees AI’s ‘Creative Destruction’ Coming For Entire Companies
• Neutral Sentiment: Other quantum industry moves (e.g., Pasqal pursuing a SPAC) and startups scaling enterprise AI (Ivo) are market context — potential competition or validation of demand but not immediate IBM news. Pasqal plans public debut with Bleichroeder in $2bn SPAC deal
• Negative Sentiment: Some coverage flags valuation and legacy exposure risks (mainframe sensitivity) and notes a recent pullback in share performance despite upgrades — reminders that investor optimism over AI/quantum must be balanced against near‑term earnings mix and valuation. A Look At IBM (IBM) Valuation After UBS Upgrade Insider Buying And Solid Earnings

Wall Street Analyst Weigh In

A number of equities research analysts have recently commented on the company. Argus set a $360.00 price objective on International Business Machines in a research report on Friday, January 30th. Wedbush reissued an “outperform” rating and issued a $340.00 price target on shares of International Business Machines in a research note on Tuesday, February 24th. Oppenheimer set a $380.00 price target on International Business Machines and gave the company an “outperform” rating in a report on Thursday, January 29th. Morgan Stanley dropped their price objective on shares of International Business Machines from $304.00 to $247.00 and set an “equal weight” rating for the company in a research note on Wednesday, February 25th. Finally, Jefferies Financial Group reaffirmed a “buy” rating on shares of International Business Machines in a research note on Monday, February 23rd. One investment analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and eight have given a Hold rating to the stock. According to MarketBeat.com, International Business Machines currently has an average rating of “Moderate Buy” and an average price target of $320.87.

Insider Buying and Selling

In other International Business Machines news, Director Michael Miebach acquired 434 shares of the firm’s stock in a transaction on Wednesday, February 25th. The stock was bought at an average cost of $233.33 per share, for a total transaction of $101,265.22. Following the completion of the purchase, the director directly owned 434 shares in the company, valued at $101,265.22. This represents a ∞ increase in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director David N. Farr acquired 1,000 shares of the company’s stock in a transaction dated Friday, January 30th. The stock was acquired at an average cost of $304.00 per share, with a total value of $304,000.00. Following the transaction, the director directly owned 9,258 shares of the company’s stock, valued at approximately $2,814,432. This represents a 12.11% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Over the last ninety days, insiders have acquired 1,484 shares of company stock worth $417,157. 0.18% of the stock is currently owned by corporate insiders.

International Business Machines Stock Performance

Shares of NYSE:IBM opened at $258.19 on Monday. The business has a 50-day moving average of $281.73 and a two-hundred day moving average of $284.58. The firm has a market capitalization of $242.19 billion, a PE ratio of 23.16, a P/E/G ratio of 2.59 and a beta of 0.73. The company has a debt-to-equity ratio of 1.67, a current ratio of 0.96 and a quick ratio of 0.92. International Business Machines Corporation has a 12 month low of $214.50 and a 12 month high of $324.90.

International Business Machines (NYSE:IBM) last released its quarterly earnings data 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. International Business Machines had a return on equity of 38.15% and a net margin of 15.69%.The business had revenue of $19.69 billion for the quarter, compared to analyst estimates of $19.23 billion. During the same period in the previous year, the company posted $3.92 EPS. The company’s revenue was up 12.2% compared to the same quarter last year. As a group, research analysts forecast 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 will be paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 10th will be given a dividend of $1.68 per share. This represents a $6.72 dividend on an annualized basis and a yield of 2.6%. The ex-dividend date of this dividend is Tuesday, February 10th. International Business Machines’s payout ratio is 60.27%.

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.