International Business Machines Corporation $IBM Shares Bought by Handelsbanken Fonder AB

Handelsbanken Fonder AB lifted its position in shares of International Business Machines Corporation (NYSE:IBM) by 1.9% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 330,814 shares of the technology company’s stock after buying an additional 6,235 shares during the period. Handelsbanken Fonder AB’s holdings in International Business Machines were worth $93,342,000 as of its most recent SEC filing.

Several other large investors have also made changes to their positions in the company. Vanguard Group Inc. increased its stake in International Business Machines by 0.8% during the third quarter. Vanguard Group Inc. now owns 95,776,307 shares of the technology company’s stock worth $27,024,243,000 after acquiring an additional 724,832 shares during the last quarter. State Street Corp grew its holdings in shares of International Business Machines by 0.3% during the 2nd quarter. State Street Corp now owns 54,536,963 shares of the technology company’s stock worth $16,076,406,000 after purchasing an additional 147,721 shares during the period. Geode Capital Management LLC increased its position in International Business Machines by 1.9% during the 2nd quarter. Geode Capital Management LLC now owns 21,936,235 shares of the technology company’s stock worth $6,444,527,000 after purchasing an additional 400,131 shares in the last quarter. Legal & General Group Plc raised its holdings in International Business Machines by 3.4% in the second quarter. Legal & General Group Plc now owns 7,126,503 shares of the technology company’s stock valued at $2,100,751,000 after buying an additional 234,318 shares during the period. Finally, Norges Bank acquired a new position in International Business Machines during the second quarter valued at approximately $2,011,122,000. 58.96% of the stock is owned by hedge funds and other institutional investors.

Analysts Set New Price Targets

Several equities research analysts have recently issued reports on the stock. Evercore increased their price objective on shares of International Business Machines from $330.00 to $345.00 and gave the stock an “outperform” rating in a research report on Thursday, January 29th. Argus set a $360.00 price target on International Business Machines in a report on Friday, January 30th. BMO Capital Markets reissued a “market perform” rating and issued a $350.00 price objective on shares of International Business Machines in a research report on Thursday, January 29th. JPMorgan Chase & Co. upped their target price on International Business Machines from $312.00 to $317.00 and gave the stock a “neutral” rating in a research report on Thursday, January 29th. Finally, Dbs Bank upgraded International Business Machines from a “hold” rating to a “moderate buy” rating in a report on Monday, January 19th. One equities research 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 company. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $320.87.

Insider Activity

In other news, Director Michael Miebach bought 434 shares of the firm’s stock in a transaction dated Wednesday, February 25th. The stock was bought at an average price of $233.33 per share, for a total transaction of $101,265.22. Following the transaction, the director owned 434 shares in the company, valued at $101,265.22. The trade was a ∞ increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is accessible through this link. Also, Director David N. Farr purchased 1,000 shares of the company’s stock in a transaction that occurred on Friday, January 30th. The shares were purchased at an average cost of $304.00 per share, for a total transaction 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. This represents a 12.11% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Over the last three months, insiders purchased 1,484 shares of company stock valued at $417,157. 0.18% of the stock is owned by corporate insiders.

Key International Business Machines News

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

• Positive Sentiment: UBS upgraded IBM from “Sell” to “Neutral,” citing a better risk/reward after the selloff — that upgrade was a near-term catalyst for buyers. UBS upgrades International Business Machines (IBM)
• Positive Sentiment: IBM won a Department of War Defense Commissary Agency contract (ceiling ~$112M) to modernize electronic shelf labels — a concrete services win that supports near-term revenue and backlog. IBM Awarded Defense Commissary Agency Contract to Modernize Electronic Shelf Label System
• Positive Sentiment: Company directors have recently bought shares (disclosed insider purchases), which investors often view as management confidence after volatile moves. International Business Machines (NYSE:IBM) Director Michelle Howard Buys 50 Shares
• Neutral Sentiment: Morgan Stanley trimmed its price target to $247 and set an “equal weight” rating — this reduces upside expectations and tempers enthusiasm but isn’t a full-scale downgrade. Morgan Stanley Lowers International Business Machines (NYSE:IBM) Price Target to $247.00
• Neutral Sentiment: Several news pieces note IBM’s recent rebound and operational strength (Q4 beats, cash flow), framing the recent volatility as a potential buying opportunity — this supports the bulls but doesn’t remove near-term uncertainty. IBM (IBM) Ascends While Market Falls: Some Facts to Note
• Negative Sentiment: AI competitor Anthropic’s Claude Code announcement (tools to modernize COBOL) triggered the prior massive one-day selloff — the narrative that startups can rapidly displace legacy modernization work remains the principal near-term downside risk. IBM Is Just AI’s Latest Victim
• Negative Sentiment: Prominent commentators (e.g., Jim Cramer) have highlighted the stock’s steep recent decline, which can amplify short-term volatility and sentiment-driven selling despite underlying fundamentals. Jim Cramer on International Business Machines

International Business Machines Stock Up 1.9%

Shares of NYSE:IBM opened at $242.05 on Friday. The firm has a market cap of $227.05 billion, a PE ratio of 21.71, a price-to-earnings-growth ratio of 2.38 and a beta of 0.69. The company has a fifty day simple moving average of $288.39 and a 200 day simple moving average of $283.56. The company has a current ratio of 0.96, a quick ratio of 0.92 and a debt-to-equity ratio of 1.67. 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 posted its quarterly earnings data on Wednesday, January 28th. The technology company reported $4.52 EPS for the quarter, beating analysts’ consensus estimates of $4.33 by $0.19. The firm 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 firm’s revenue was up 12.2% compared to the same quarter last year. During the same period in the prior year, the firm posted $3.92 EPS. On average, equities research analysts anticipate that International Business Machines Corporation will post 10.78 EPS for the current fiscal year.

International Business Machines Announces Dividend

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 paid a $1.68 dividend. This represents a $6.72 dividend on an annualized basis and a yield of 2.8%. The ex-dividend date is Tuesday, February 10th. International Business Machines’s dividend payout ratio (DPR) 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.