268,742 Shares in International Business Machines Corporation $IBM Bought by Mirae Asset Global Investments Co. Ltd.

Mirae Asset Global Investments Co. Ltd. purchased a new position in International Business Machines Corporation (NYSE:IBM) during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 268,742 shares of the technology company’s stock, valued at approximately $59,104,000.

Several other hedge funds have also recently added to or reduced their stakes in IBM. SFE Investment Counsel boosted its position in shares of International Business Machines by 2.0% in the third quarter. SFE Investment Counsel now owns 39,413 shares of the technology company’s stock valued at $8,668,000 after acquiring an additional 763 shares during the period. ProShare Advisors LLC grew its position in International Business Machines by 19.0% in the third quarter. ProShare Advisors LLC now owns 1,103,701 shares of the technology company’s stock valued at $242,737,000 after purchasing an additional 176,407 shares in the last quarter. Vise Technologies Inc. lifted its stake in International Business Machines by 11.3% in the third quarter. Vise Technologies Inc. now owns 71,662 shares of the technology company’s stock valued at $15,761,000 after acquiring an additional 7,256 shares during the last quarter. Investment Partners LTD. grew its stake in International Business Machines by 85.2% in the 3rd quarter. Investment Partners LTD. now owns 6,313 shares of the technology company’s stock valued at $1,388,000 after buying an additional 2,905 shares during the last quarter. Finally, Cidel Asset Management Inc. raised its stake in International Business Machines by 3.5% in the 3rd quarter. Cidel Asset Management Inc. now owns 8,949 shares of the technology company’s stock worth $1,968,000 after purchasing an additional 305 shares in the last quarter. Institutional investors and hedge funds own 58.96% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages recently weighed in on IBM. Citic Securities boosted their price objective on International Business Machines from $294.00 to $297.00 and gave the stock a “buy” rating in a research report on Wednesday, July 29th. UBS Group upped their target price on International Business Machines from $236.00 to $243.00 and gave the company a “neutral” rating in a report on Thursday, October 22nd. HSBC dropped their price objective on International Business Machines from $175.00 to $174.00 in a research note on Friday, July 24th. Bank of America reduced their price objective on shares of International Business Machines from $330.00 to $280.00 and set a “buy” rating for the company in a research note on Wednesday, July 15th. Finally, Wall Street Zen upgraded International Business Machines from a “sell” rating to a “hold” rating in a research report on Saturday, October 24th. Nineteen analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average target price of $266.12.

Insider Activity at International Business Machines

In related news, SVP Robert Thomas sold 25,000 shares of the stock in a transaction that occurred on Wednesday, August 26th. The stock was sold at an average price of $230.32, for a total value of $5,758,000.00. Following the transaction, the senior vice president owned 47,800 shares of the company’s stock, valued at $11,009,296. This represents a 34.34% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Corporate insiders own 0.27% of the company’s stock.

International Business Machines News Roundup

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

• Positive Sentiment: IBM introduced new AI-agent security controls that combine HashiCorp Vault, Agent Identity, and watsonx Orchestrate. The tools provide centralized governance, least-privilege access, real-time credential revocation, and sandboxed execution across hybrid-cloud environments, potentially strengthening IBM’s position in enterprise AI security. IBM Debuts AI Agent Security Controls For Hybrid Cloud
• Positive Sentiment: Analysts and commentators highlighted improving momentum in IBM’s software business, including its hybrid-cloud and enterprise infrastructure operations. IBM’s approximately $12 billion in free cash flow may support continued investment and shareholder returns. IBM’s Software Business Is Picking Up Speed
• Neutral Sentiment: Research reports project strong growth in service virtualization, edge computing, configuration-management systems, SMB IT spending, and battery-warranty analytics—markets in which IBM is listed as a participant. The reports indicate long-term addressable-market opportunities but do not represent new contracts or revenue guidance for IBM. Configuration Management Systems Global Strategic Business Report
• Neutral Sentiment: IBM’s opposition to blockchain-based stock trading reflects concerns about tokenized-market structures, but the issue appears unlikely to materially affect near-term financial results. Why Oracle, Intel, and IBM Are Saying No to Blockchain-Based Stock Trading
• Negative Sentiment: Concerns about IBM’s debt load and whether its long record of dividend increases can continue are weighing on the investment case. The stock’s decline during 2026 has made the dividend more attractive, but also highlights balance-sheet and payout sustainability risks. IBM Stock Is Down 13% in 2026. Is Its Dividend Still Safe?

International Business Machines Stock Down 0.0%

IBM opened at $257.80 on Monday. The business’s fifty day simple moving average is $235.17 and its 200 day simple moving average is $249.93. International Business Machines Corporation has a 52 week low of $199.19 and a 52 week high of $332.46. The company has a quick ratio of 0.80, a current ratio of 0.85 and a debt-to-equity ratio of 1.57. The stock has a market cap of $243.65 billion, a PE ratio of 21.98, a P/E/G ratio of 2.54 and a beta of 0.78.

International Business Machines (NYSE:IBM) last posted its earnings results on Wednesday, October 21st. The technology company reported $2.95 EPS for the quarter, topping the consensus estimate of $2.85 by $0.10. International Business Machines had a net margin of 15.99% and a return on equity of 34.37%. The firm had revenue of $17.10 billion during the quarter, compared to analysts’ expectations of $16.82 billion. During the same period last year, the company posted $2.65 EPS. The company’s quarterly revenue was up 4.7% compared to the same quarter last year. As a group, research analysts expect that International Business Machines Corporation will post 12.41 earnings per share for the current fiscal year.

International Business Machines Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Shareholders of record on Tuesday, November 10th will be paid a dividend of $1.69 per share. This represents a $6.76 annualized dividend and a yield of 2.6%. The ex-dividend date of this dividend is Tuesday, November 10th. International Business Machines’s payout ratio is presently 57.63%.

About International Business Machines

International Business Machines Corporation (NYSE:IBM), commonly known as IBM, is a global technology and consulting company that helps organizations modernize their information technology and business operations. Its offerings include hybrid cloud solutions, artificial intelligence software and services, enterprise software, IT infrastructure, cybersecurity, data analytics, and technology consulting.

IBM provides products and services to businesses, governments, and other institutions across industries and regions worldwide.