Verdence Capital Advisors LLC Grows Stake in International Business Machines Corporation $IBM

Verdence Capital Advisors LLC increased its stake in International Business Machines Corporation (NYSE:IBM) by 37.7% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 25,905 shares of the technology company’s stock after buying an additional 7,094 shares during the quarter. Verdence Capital Advisors LLC’s holdings in International Business Machines were worth $8,110,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. Mattson Financial Services LLC bought a new stake in shares of International Business Machines in the 3rd quarter worth $852,000. Vise Technologies Inc. acquired a new position in International Business Machines during the second quarter worth about $16,565,000. Vanguard Group Inc. raised its position in International Business Machines by 2.1% in the second quarter. Vanguard Group Inc. now owns 95,051,475 shares of the technology company’s stock worth $28,019,274,000 after acquiring an additional 1,913,708 shares in the last quarter. Thames Capital Management LLC bought a new position in shares of International Business Machines during the 2nd quarter valued at about $2,710,000. Finally, CWM LLC raised its holdings in shares of International Business Machines by 3.0% in the 2nd quarter. CWM LLC now owns 122,623 shares of the technology company’s stock worth $36,147,000 after purchasing an additional 3,537 shares in the last quarter. 58.96% of the stock is owned by institutional investors and hedge funds.

International Business Machines Stock Up 2.6%

Shares of International Business Machines stock opened at $305.82 on Monday. International Business Machines Corporation has a 1 year low of $214.50 and a 1 year high of $324.90. The company has a market cap of $285.86 billion, a P/E ratio of 36.58, a P/E/G ratio of 2.96 and a beta of 0.70. The company has a current ratio of 0.93, a quick ratio of 0.89 and a debt-to-equity ratio of 1.97. The stock has a 50-day moving average price of $303.46 and a 200 day moving average price of $282.40.

International Business Machines (NYSE:IBM) last released its earnings results on Wednesday, October 22nd. The technology company reported $2.65 earnings per share for the quarter, beating the consensus estimate of $2.45 by $0.20. The company had revenue of $16.33 billion for the quarter, compared to analysts’ expectations of $16.10 billion. International Business Machines had a return on equity of 37.76% and a net margin of 12.09%.The business’s revenue for the quarter was up 9.1% on a year-over-year basis. During the same quarter in the previous year, the business posted $2.30 EPS. As a group, analysts expect that International Business Machines Corporation will post 10.78 EPS for the current fiscal year.

International Business Machines Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, December 10th. Stockholders of record on Monday, November 10th were paid a $1.68 dividend. The ex-dividend date of this dividend was Monday, November 10th. This represents a $6.72 dividend on an annualized basis and a dividend yield of 2.2%. International Business Machines’s dividend payout ratio is 80.38%.

Trending Headlines about International Business Machines

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

• Positive Sentiment: IBM launched “Enterprise Advantage,” an asset‑based consulting service to help clients build, govern and operate internal AI platforms at scale — a product aimed directly at accelerating enterprise AI adoption and recurring revenue. IBM Launches Enterprise Advantage Service to Help Businesses Scale Agentic AI
• Positive Sentiment: IBM announced a deployment with telecom operator e& to embed enterprise‑grade agentic AI (powered by watsonx Orchestrate) into governance and compliance systems — a commercial win that validates IBM’s enterprise AI positioning. e& and IBM Unveil Enterprise-Grade Agentic AI to Transform Governance and Compliance
• Positive Sentiment: BofA raised its IBM price target to $335 (from $315) and kept a Buy rating, citing strong free cash flow prospects and a shift to higher‑margin software despite some near‑term margin pressure — a notable shop‑up that can support further upside. BofA lifts IBM target, sees strong cash flow despite near-term margin pressure
• Positive Sentiment: Media and pundit endorsements (including recent pieces from The Motley Fool and commentary from Jim Cramer) are highlighting IBM’s AI momentum, quantum potential, and dividend reliability — supportive for investor sentiment and retail buying interest. 3 Reasons to Buy IBM Stock Right Now
• Neutral Sentiment: IBM’s Institute for Business Value released a study projecting significant AI‑driven productivity and revenue shifts by 2030 — supportive data for the long‑term thesis but not an immediate revenue driver. IBM Study: AI Poised to Drive Smarter Business Growth Through 2030
• Neutral Sentiment: Public mentions of IBM in political trading summaries are present but not material to company fundamentals; these are largely noise for investors focused on operational catalysts. Net Worth Update: Representative Judy Chu Made an Estimated $213.5K in the Stock Market Last Month

Analysts Set New Price Targets

IBM has been the subject of a number of research reports. Weiss Ratings upgraded shares of International Business Machines from a “hold (c+)” rating to a “buy (b)” rating in a report on Saturday, October 25th. Wall Street Zen downgraded International Business Machines from a “buy” rating to a “hold” rating in a research report on Sunday, January 11th. Erste Group Bank upgraded International Business Machines from a “hold” rating to a “buy” rating in a report on Friday, December 5th. Sanford C. Bernstein reiterated a “market perform” rating on shares of International Business Machines in a research report on Wednesday, December 10th. Finally, Royal Bank Of Canada boosted their price objective on International Business Machines from $300.00 to $350.00 and gave the stock an “outperform” rating in a report on Monday, January 5th. One analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $303.38.

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.