Universal Beteiligungs und Servicegesellschaft mbH Sells 9,171 Shares of International Business Machines Corporation $IBM

Universal Beteiligungs und Servicegesellschaft mbH lessened its holdings in International Business Machines Corporation (NYSE:IBM) by 1.2% during the fourth quarter, HoldingsChannel.com reports. The firm owned 752,668 shares of the technology company’s stock after selling 9,171 shares during the period. Universal Beteiligungs und Servicegesellschaft mbH’s holdings in International Business Machines were worth $219,936,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in IBM. Brighton Jones LLC raised 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 in the last quarter. Sivia Capital Partners LLC raised its position in International Business Machines by 10.6% during the second quarter. Sivia Capital Partners LLC now owns 1,938 shares of the technology company’s stock worth $571,000 after acquiring an additional 186 shares in the last quarter. Jump Financial LLC bought a new stake in International Business Machines during the second quarter worth $211,000. Ieq Capital LLC raised its position in International Business Machines by 2.2% during the second quarter. Ieq Capital LLC now owns 38,617 shares of the technology company’s stock worth $11,383,000 after acquiring an additional 843 shares in the last quarter. Finally, Vivaldi Capital Management LP raised its position in International Business Machines by 11.6% during the second quarter. Vivaldi Capital Management LP now owns 1,017 shares of the technology company’s stock worth $300,000 after acquiring an additional 106 shares in the last quarter. 58.96% of the stock is owned by institutional investors.

International Business Machines Price Performance

NYSE:IBM opened at $256.13 on Wednesday. International Business Machines Corporation has a one year low of $220.72 and a one year high of $324.90. The company has a market cap of $240.25 billion, a P/E ratio of 22.97, a P/E/G ratio of 2.65 and a beta of 0.69. The firm’s fifty day moving average price is $247.46 and its two-hundred day moving average price is $281.42. 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 (NYSE:IBM) last released its quarterly earnings data on Wednesday, January 28th. The technology company reported $4.52 EPS for the quarter, beating the consensus estimate 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 firm had revenue of $19.69 billion for the quarter, compared to the consensus estimate of $19.23 billion. During the same period in the previous year, the company earned $3.92 earnings per share. The company’s quarterly revenue was up 12.2% on a year-over-year basis. Equities analysts expect that International Business Machines Corporation will post 12.35 earnings per share for the current year.

International Business Machines Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Investors of record on Tuesday, February 10th were paid a $1.68 dividend. The ex-dividend date was Tuesday, February 10th. This represents a $6.72 annualized dividend and a dividend yield of 2.6%. International Business Machines’s dividend payout ratio is 60.27%.

Trending Headlines about International Business Machines

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

• Positive Sentiment: Evercore ISI put IBM on a tactical outperform call, forecasting a Q1 beat and higher 2026 revenue guidance — a clear near‑term bullish catalyst. Evercore ISI Flags Arista Networks (ANET) and IBM (IBM) Stock as Q1 Earnings Winners
• Positive Sentiment: IBM announced industry solutions with Adobe for AI‑powered experience orchestration — a partnership that can drive software and consulting revenue if adoption accelerates. IBM Introduces Industry Solutions for AI‑Powered Experience Orchestration with Adobe
• Positive Sentiment: Multiple previews and broker notes (Jefferies, Evercore, Zacks) expect steady Q1 growth with upside from software (watsonx deals, sovereign/core wins) — supports expectations of an earnings beat. IBM seen reporting steady first quarter growth, software segment offers upside: Jefferies
• Neutral Sentiment: IBM’s expanded quantum, AI and cybersecurity initiatives underline long‑term growth vectors but are more strategic than immediately revenue‑accretive. IBM Expands Quantum AI And Security Push As Investors Weigh Rewards
• Neutral Sentiment: Pre‑earnings previews from outlets like Benzinga and TipRanks set expectations and trading interest but largely summarize consensus estimates rather than delivering new data. IBM Q1 Preview: Dow Giant Goes For Six Straight Double Beats As AI Momentum Builds
• Negative Sentiment: Coverage highlighting debate over software’s AI risk frames Q1 as a “key quarter”; any softness in software bookings or cautious commentary could trigger downside. IBM Stock: Why Q1 Will Be A ‘Key Quarter’ Amid Debate About Software’s AI Risk
• Negative Sentiment: J.P. Morgan maintains a Hold rating — a reminder some large brokers remain cautious despite AI narratives, which can cap upside. J.P. Morgan Sticks to Its Hold Rating for International Business Machines (IBM)

Insider Activity

In other International Business Machines news, Director David N. Farr purchased 1,000 shares of the firm’s stock in a transaction that occurred on Friday, January 30th. The shares were acquired at an average cost of $304.00 per share, for a total transaction of $304,000.00. Following the completion of the purchase, the director owned 9,258 shares of the company’s stock, valued at approximately $2,814,432. The trade was a 12.11% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Michael Miebach purchased 434 shares of the firm’s stock in a transaction that occurred on Wednesday, February 25th. The stock was acquired at an average price 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 of the company’s stock, valued at $101,265.22. This represents a ∞ increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders purchased 1,484 shares of company stock worth $417,157 over the last 90 days. 0.27% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

Several analysts have issued reports on the stock. Wedbush reaffirmed an “outperform” rating and set a $340.00 price target on shares of International Business Machines in a research report on Friday, April 17th. Evercore upped their price target 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. Jefferies Financial Group dropped their price target on shares of International Business Machines from $370.00 to $320.00 and set a “buy” rating on the stock in a research report on Monday. Erste Group Bank lowered shares of International Business Machines from a “buy” rating to a “hold” rating in a research report on Wednesday, February 18th. Finally, Dbs Bank raised shares of International Business Machines from a “hold” rating to a “moderate buy” rating in a research report on Monday, January 19th. One investment analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and eight have issued a Hold rating to the company. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $298.81.

About International Business Machines

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.