Diversified Management Inc. Takes $858,000 Position in International Business Machines Corporation $IBM

Diversified Management Inc. bought a new position in shares of International Business Machines Corporation (NYSE:IBM) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 2,897 shares of the technology company’s stock, valued at approximately $858,000.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in IBM. Family CFO Inc purchased a new stake in International Business Machines during the 4th quarter valued at approximately $25,000. Mountain Hill Investment Partners Corp. acquired a new position in shares of International Business Machines in the third quarter valued at approximately $28,000. SWAN Capital LLC acquired a new position in shares of International Business Machines in the third quarter valued at approximately $28,000. Trifecta Capital Advisors LLC raised its stake in shares of International Business Machines by 129.1% during the third quarter. Trifecta Capital Advisors LLC now owns 126 shares of the technology company’s stock worth $36,000 after purchasing an additional 71 shares during the last quarter. Finally, American Wealth Advisors LLC purchased a new stake in shares of International Business Machines during the third quarter worth approximately $40,000. Hedge funds and other institutional investors own 58.96% of the company’s stock.

Insider Buying and Selling

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

International Business Machines Stock Performance

Shares of IBM opened at $245.08 on Thursday. The company has a quick ratio of 0.92, a current ratio of 0.96 and a debt-to-equity ratio of 1.67. International Business Machines Corporation has a 52-week low of $220.72 and a 52-week high of $324.90. The company has a 50-day simple moving average of $250.73 and a 200-day simple moving average of $282.32. The company has a market capitalization of $229.89 billion, a PE ratio of 21.98, a P/E/G ratio of 2.51 and a beta of 0.69.

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, topping 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 firm had revenue of $19.69 billion for the quarter, compared to the consensus estimate of $19.23 billion. During the same quarter in the previous year, the firm earned $3.92 earnings per share. The firm’s revenue was up 12.2% on a year-over-year basis. Equities research analysts predict that International Business Machines Corporation will post 10.78 earnings per share for the current fiscal year.

International Business Machines Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 10th were paid a dividend of $1.68 per share. The ex-dividend date of this dividend was Tuesday, February 10th. This represents a $6.72 annualized dividend and a dividend yield of 2.7%. International Business Machines’s payout ratio is 60.27%.

International Business Machines News Summary

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

• Positive Sentiment: Citi initiated coverage with a Buy and a $285 price target, a high‑profile endorsement that frames meaningful upside vs. current levels and likely supported buying interest. Why Citi Analysts Are Betting IBM Stock Can Gain Nearly 20% From Here
• Positive Sentiment: IBM launched “Autonomous Security,” an AI agent‑based cybersecurity offering aimed at automating threat detection and remediation — a product move that reinforces IBM’s enterprise AI/security narrative and can boost near‑term commercial momentum. IBM Announces New Cybersecurity Measures to Help Enterprises Confront Agentic Attacks
• Positive Sentiment: Analysts and research outlets (Zacks, Yahoo Finance) flag IBM as having the right setup for another earnings beat — citing its recent revenue and EPS upside history — which raises expectations into next week’s report and supports a higher stock multiple. Will IBM (IBM) Beat Estimates Again in Its Next Earnings Report?
• Positive Sentiment: Partnerships with ecosystem players (e.g., news of Arm alliances that include IBM) emphasize IBM’s place in enterprise AI infrastructure and could extend TAM for its hybrid cloud and AI hardware/software offerings. Arm Alliances With SK Telecom And IBM Put AI Valuation In Focus
• Neutral Sentiment: Broader market strength on macro headlines contributed to higher intraday prices across the tape, which likely helped lift IBM alongside peers. Equities Mostly Rise Intraday as Trump Reportedly Says War Likely ‘Very Close to Over’
• Neutral Sentiment: Some sell‑side coverage remains mixed: certain firms keep Hold ratings (Morgan Stanley reiterated a Hold), suggesting limited re‑rating upside absent a major beat or guide‑up. That constrains potential rallies if earnings merely meet expectations. IBM: Near-Term Beat Potential but Limited Re-Rating Upside Supports Continued Hold
• Negative Sentiment: 13F fund disclosure shows Prospera Financial trimmed its IBM stake materially during the quarter, a reported reduction that can pressure shares if other funds follow similar rebalancing. Fund Update: Prospera Financial Services Inc Just Disclosed New Holdings
• Negative Sentiment: IBM agreed to pay $17M to settle DOJ allegations related to DEI‑linked executive bonuses — a headline legal/regulatory expense that is modest financially but negative for governance headlines. IBM Pays $17 Million To Settle DOJ DEI Allegations: Executive Bonuses Tied To Demographic Targets

Wall Street Analyst Weigh In

A number of equities analysts recently weighed in on IBM shares. Jefferies Financial Group reiterated a “buy” rating on shares of International Business Machines in a research report on Monday, February 23rd. Wall Street Zen downgraded shares of International Business Machines from a “buy” rating to a “hold” rating in a research report on Sunday, January 11th. Wedbush restated an “outperform” rating and issued a $340.00 target price on shares of International Business Machines in a research note on Tuesday, February 24th. Stifel Nicolaus dropped their price target on shares of International Business Machines from $340.00 to $290.00 and set a “buy” rating on the stock in a research note on Wednesday, April 8th. Finally, Dbs Bank upgraded shares of International Business Machines from a “hold” rating to a “moderate buy” rating in a research report on Monday, January 19th. One 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. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $307.63.

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.