International Business Machines Corporation $IBM Shares Bought by MassMutual Private Wealth & Trust FSB

MassMutual Private Wealth & Trust FSB lifted its stake in shares of International Business Machines Corporation (NYSE:IBM) by 11.3% during the fourth quarter, Holdings Channel reports. The fund owned 22,108 shares of the technology company’s stock after purchasing an additional 2,248 shares during the quarter. MassMutual Private Wealth & Trust FSB’s holdings in International Business Machines were worth $6,549,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Harbor Investment Advisory LLC lifted its holdings in International Business Machines by 8.9% in the 4th quarter. Harbor Investment Advisory LLC now owns 9,774 shares of the technology company’s stock valued at $2,895,000 after purchasing an additional 797 shares in the last quarter. Aventura Private Wealth LLC purchased a new stake in shares of International Business Machines during the fourth quarter worth about $1,215,000. Innova Wealth Partners raised its position in shares of International Business Machines by 11.1% in the fourth quarter. Innova Wealth Partners now owns 2,389 shares of the technology company’s stock valued at $708,000 after buying an additional 239 shares during the last quarter. Fragasso Financial Advisors Inc lifted its stake in shares of International Business Machines by 6.1% during the fourth quarter. Fragasso Financial Advisors Inc now owns 2,101 shares of the technology company’s stock valued at $622,000 after buying an additional 121 shares during the period. Finally, Hilltop National Bank lifted its stake in shares of International Business Machines by 3.8% during the fourth quarter. Hilltop National Bank now owns 8,883 shares of the technology company’s stock valued at $2,631,000 after buying an additional 327 shares during the period. Hedge funds and other institutional investors own 58.96% of the company’s stock.

Analysts Set New Price Targets

Several analysts have commented on IBM shares. Argus set a $360.00 target price on shares of International Business Machines in a research note on Friday, January 30th. Dbs Bank raised International Business Machines from a “hold” rating to a “moderate buy” rating in a research note on Monday, January 19th. UBS Group upgraded International Business Machines from a “sell” rating to a “neutral” rating and set a $236.00 price objective on the stock in a report on Wednesday, February 25th. Royal Bank Of Canada set a $361.00 target price on International Business Machines in a research note on Thursday, January 29th. Finally, Jefferies Financial Group reiterated a “buy” rating on shares of International Business Machines in a research report on Monday, February 23rd. One investment analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and eight have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, International Business Machines currently has an average rating of “Moderate Buy” and an average price target of $314.60.

International Business Machines Stock Performance

Shares of IBM stock opened at $246.12 on Friday. International Business Machines Corporation has a one year low of $214.50 and a one year high of $324.90. The company has a debt-to-equity ratio of 1.67, a quick ratio of 0.92 and a current ratio of 0.96. The company has a 50 day moving average price of $271.85 and a 200 day moving average price of $284.50. The firm has a market capitalization of $230.87 billion, a price-to-earnings ratio of 22.07, a price-to-earnings-growth ratio of 2.51 and a beta of 0.73.

International Business Machines (NYSE:IBM) last announced its quarterly earnings results on Wednesday, January 28th. The technology company reported $4.52 earnings per share for the quarter, beating analysts’ consensus estimates of $4.33 by $0.19. International Business Machines had a net margin of 15.69% and a return on equity of 38.15%. The company had revenue of $19.69 billion for the quarter, compared to analyst estimates of $19.23 billion. During the same quarter last year, the business earned $3.92 EPS. International Business Machines’s revenue for the quarter was up 12.2% on a year-over-year basis. Sell-side analysts anticipate that International Business Machines Corporation will post 10.78 EPS for the current year.

International Business Machines Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Investors of record on Tuesday, February 10th were issued a $1.68 dividend. The ex-dividend date was Tuesday, February 10th. This represents a $6.72 dividend on an annualized basis and a yield of 2.7%. International Business Machines’s dividend payout ratio (DPR) is presently 60.27%.

Insiders Place Their Bets

In other news, Director David N. Farr purchased 1,000 shares of the stock in a transaction on Friday, January 30th. The stock was purchased at an average price of $304.00 per share, with a total value of $304,000.00. Following the completion of the transaction, the director owned 9,258 shares in the company, 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 purchased 434 shares of the company’s stock in a transaction on Wednesday, February 25th. The shares were purchased at an average price of $233.33 per share, with a total value of $101,265.22. Following the completion of the purchase, the director directly owned 434 shares of the company’s stock, valued at $101,265.22. The trade was a ∞ increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders purchased 1,484 shares of company stock worth $417,157 in the last quarter. 0.27% of the stock is owned by insiders.

Trending Headlines about International Business Machines

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

• Positive Sentiment: Completed Confluent acquisition bolsters IBM’s AI and hybrid-cloud stack by adding real-time data streaming to feed AI models and automation—supports longer-term revenue synergies and positioning in enterprise AI. IBM Confluent Deal Puts Real Time Data At Core Of AI Story
• Positive Sentiment: Retail and TV-commentator attention has boosted short-term interest; previous endorsements (e.g., Jim Cramer mentions) continue to draw flows and chatter. International Business Machines Corporation (IBM) Shares Higher After Jim Cramer Advised In August To Step In Due To Fundamentals
• Neutral Sentiment: Zacks notes IBM as a trending/search interest stock — increased attention can amplify moves but does not by itself change fundamentals. International Business Machines Corporation (IBM) Is a Trending Stock: Facts to Know Before Betting on It
• Negative Sentiment: JPMorgan lowered its price target after the Confluent deal (from $317 to $283) and kept a Neutral rating—signal that some analysts see limited near-term upside or acquisition integration risk. JPMorgan Lowers IBM Target after Confluent Deal, Sees Balanced Risk/Reward
• Negative Sentiment: BMO cut its target from $350 to $290 (now Market Perform), and other outlets report analyst downgrades and pessimistic forecasts—these re-ratings increase selling pressure and reduce near-term upside expectations. BMO Lowers IBM Target
• Negative Sentiment: Unusually large options activity: traders bought a surge of put contracts (reported 88,456 puts), signaling significant hedging or bearish speculative bets that can amplify downside volatility. (Options flow reported 3/19)
• Negative Sentiment: Several recent articles highlight mixed/declining short-term momentum and Wall Street reassessment amid diverging analyst views—reinforces the narrative of uncertainty around near-term growth and valuation. Wall Street Reassesses IBM’s Trajectory Amid Diverging Analyst Views

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.