Commerzbank Aktiengesellschaft FI Grows Stock Holdings in International Business Machines Corporation $IBM

Commerzbank Aktiengesellschaft FI increased its holdings in International Business Machines Corporation (NYSE:IBM) by 18.9% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 646,619 shares of the technology company’s stock after purchasing an additional 102,877 shares during the quarter. International Business Machines accounts for 3.9% of Commerzbank Aktiengesellschaft FI’s holdings, making the stock its 4th biggest position. Commerzbank Aktiengesellschaft FI’s holdings in International Business Machines were worth $191,535,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also made changes to their positions in IBM. Family CFO Inc bought a new stake in shares of International Business Machines in the 4th quarter worth approximately $25,000. Joseph Group Capital Management bought a new stake in shares of International Business Machines in the 4th quarter worth approximately $28,000. SWAN Capital LLC bought a new stake in shares of International Business Machines in the 3rd quarter worth approximately $28,000. DecisionPoint Financial LLC raised its holdings in shares of International Business Machines by 1,666.7% in the 4th quarter. DecisionPoint Financial LLC now owns 106 shares of the technology company’s stock worth $31,000 after purchasing an additional 100 shares in the last quarter. Finally, LFA Lugano Financial Advisors SA bought a new stake in shares of International Business Machines in the 4th quarter worth approximately $31,000. 58.96% of the stock is currently owned by institutional investors.

International Business Machines Stock Performance

Shares of IBM opened at $219.56 on Friday. The company’s 50 day moving average price is $240.49 and its 200 day moving average price is $275.05. International Business Machines Corporation has a 52 week low of $212.34 and a 52 week high of $324.90. The company has a market capitalization of $206.37 billion, a PE ratio of 19.41, a PEG ratio of 2.26 and a beta of 0.58. The company has a debt-to-equity ratio of 1.75, a quick ratio of 0.76 and a current ratio of 0.80.

International Business Machines (NYSE:IBM) last announced its quarterly earnings data on Wednesday, April 22nd. The technology company reported $1.91 EPS for the quarter, beating analysts’ consensus estimates of $1.81 by $0.10. International Business Machines had a net margin of 15.61% and a return on equity of 37.23%. The firm had revenue of $15.92 billion for the quarter, compared to the consensus estimate of $15.60 billion. During the same period in the previous year, the firm posted $1.60 earnings per share. The firm’s revenue was up 9.5% on a year-over-year basis. Research analysts expect that International Business Machines Corporation will post 12.4 EPS for the current fiscal year.

International Business Machines Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, June 10th. Shareholders of record on Friday, May 8th will be given a $1.69 dividend. This is a positive change from International Business Machines’s previous quarterly dividend of $1.68. This represents a $6.76 annualized dividend and a yield of 3.1%. The ex-dividend date of this dividend is Friday, May 8th. International Business Machines’s payout ratio is presently 59.77%.

Wall Street Analysts Forecast Growth

Several research analysts have recently weighed in on IBM shares. JPMorgan Chase & Co. dropped their target price on shares of International Business Machines from $317.00 to $283.00 and set a “neutral” rating on the stock in a research report on Wednesday, March 18th. 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. Morgan Stanley lifted their target price on shares of International Business Machines from $215.00 to $225.00 and gave the stock an “equal weight” rating in a research report on Thursday, April 23rd. Royal Bank Of Canada dropped their target price on shares of International Business Machines from $330.00 to $300.00 and set an “outperform” rating on the stock in a research report on Wednesday, May 6th. Finally, Citigroup assumed coverage on shares of International Business Machines in a research report on Friday, April 10th. They issued a “buy” rating and a $285.00 target price on the stock. One investment analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and seven have given a Hold rating to the company. According to MarketBeat, International Business Machines has an average rating of “Moderate Buy” and a consensus price target of $294.41.

Insider Buying and Selling

In other International Business Machines news, Director Michael Miebach bought 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, with a total value of $101,265.22. Following the completion of the transaction, the director directly owned 434 shares of the company’s stock, valued at approximately $101,265.22. The trade was a ? increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. 0.27% of the stock is owned by corporate insiders.

Trending Headlines about International Business Machines

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

• Positive Sentiment: IBM introduced new cloud services — Red Hat AI Inference and OpenShift Virtualization — aimed at speeding enterprise AI adoption and secure virtual workload deployment, reinforcing its growth narrative in AI and cloud. IBM’s New AI Units And Services Reshape Enterprise Consulting Story
• Positive Sentiment: IBM is rolling out a new delivery model for consulting that uses senior-led teams and AI agents to turn enterprise strategy into execution faster, which could support services revenue and margins. A New Way to Make AI Actually Work in the Real World
• Positive Sentiment: OnQ said it has integrated IBM AS/400 systems into its Converge platform, a partnership that highlights IBM’s continued relevance in retail infrastructure and real-time inventory applications. OnQ Integrates IBM AS/400 into its Converge Platform, Bringing Real-Time Inventory to In-Store Retail Experiences
• Neutral Sentiment: One article said IBM shareholders may not see immediate upside after the Think 2026 event, even though analyst price targets still imply meaningful longer-term potential. No Upside For International Business Machines (IBM) Shareholders Post IBM Think 2026 Event
• Neutral Sentiment: Several recent writeups are mainly valuation and recovery discussions, noting IBM remains well below prior highs and may be attractive to long-term investors, but they do not point to a clear near-term catalyst. IBM: The Business Improved Faster Than Many Investors Realize
• Negative Sentiment: Some market commentary continues to frame IBM as a stock that has pulled back significantly from recent highs, which can weigh on sentiment despite the company’s operational progress. Catching Falling Knives: Is It Time to Buy These Beaten-Down Stocks?

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.