Hudson Edge Investment Partners Inc. Buys 1,949 Shares of International Business Machines Corporation $IBM

Hudson Edge Investment Partners Inc. lifted its position in shares of International Business Machines Corporation (NYSE:IBM) by 7.9% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 26,533 shares of the technology company’s stock after purchasing an additional 1,949 shares during the period. International Business Machines accounts for approximately 1.2% of Hudson Edge Investment Partners Inc.’s investment portfolio, making the stock its 22nd biggest holding. Hudson Edge Investment Partners Inc.’s holdings in International Business Machines were worth $7,487,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently bought and sold shares of IBM. Triad Wealth Partners LLC grew its holdings in shares of International Business Machines by 35.1% during the 3rd quarter. Triad Wealth Partners LLC now owns 2,966 shares of the technology company’s stock worth $837,000 after purchasing an additional 770 shares in the last quarter. CNB Bank grew its stake in shares of International Business Machines by 28.2% during the third quarter. CNB Bank now owns 2,177 shares of the technology company’s stock worth $614,000 after buying an additional 479 shares during the last quarter. Bailard Inc. increased its holdings in International Business Machines by 11.4% in the 3rd quarter. Bailard Inc. now owns 13,407 shares of the technology company’s stock worth $3,783,000 after purchasing an additional 1,377 shares in the last quarter. Rogco LP raised its holdings in International Business Machines by 2,730.3% in the 3rd quarter. Rogco LP now owns 4,104 shares of the technology company’s stock valued at $1,158,000 after buying an additional 3,959 shares during the last quarter. Finally, Stock Yards Bank & Trust Co. lifted its holdings in shares of International Business Machines by 3.3% during the third quarter. Stock Yards Bank & Trust Co. now owns 27,152 shares of the technology company’s stock worth $7,661,000 after purchasing an additional 873 shares during the period. Institutional investors own 58.96% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts have recently weighed in on IBM shares. Sanford C. Bernstein reiterated a “market perform” rating on shares of International Business Machines in a research report on Wednesday, December 10th. Bank of America lifted their target price on International Business Machines from $315.00 to $335.00 and gave the company a “buy” rating in a research report on Tuesday, January 13th. JPMorgan Chase & Co. increased their price objective on shares of International Business Machines from $290.00 to $312.00 and gave the company a “neutral” rating in a research note on Wednesday. Stifel Nicolaus lifted their target price on International Business Machines from $295.00 to $325.00 and gave the stock a “buy” rating in a research note on Tuesday, December 9th. Finally, Dbs Bank upgraded International Business Machines from a “hold” rating to a “moderate buy” rating in a research note on Monday. One research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, International Business Machines currently has an average rating of “Moderate Buy” and a consensus price target of $306.86.

International Business Machines Price Performance

IBM stock opened at $297.51 on Thursday. The firm has a 50 day moving average of $302.58 and a 200-day moving average of $282.60. The firm has a market capitalization of $278.09 billion, a P/E ratio of 35.59, a price-to-earnings-growth ratio of 2.82 and a beta of 0.70. International Business Machines Corporation has a 12 month low of $214.50 and a 12 month high of $324.90. The company has a current ratio of 0.93, a quick ratio of 0.89 and a debt-to-equity ratio of 1.97.

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

Trending Headlines about International Business Machines

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

• Positive Sentiment: Evercore ISI raised its price target to $330 and added IBM to its tactical outperform list, citing AI and mainframe cycle upside — investors often treat this as a buy signal that supports near-term gains. Evercore ISI raises IBM price target to $330, adds stock to tactical outperform list
• Positive Sentiment: DBS Bank upgraded IBM from Hold to Moderate Buy, another analyst vote reinforcing the AI/cloud growth narrative and supporting bullish flows. International Business Machines (NYSE:IBM) Stock Rating Upgraded by Dbs Bank
• Positive Sentiment: IBM’s new enterprise AI platform and recent watsonx initiatives (including partner collaborations and customer-facing experiences) are being highlighted as revenue levers heading into Q4 results. These product developments underpin analysts’ higher targets. What International Business Machines (IBM)’s New Enterprise AI Platform Push Means For Shareholders
• Neutral Sentiment: JPMorgan lifted its price target to $312 but kept a Neutral rating — a moderate positive on price but a reminder that some analysts see limited near-term upside vs. risk. JPMorgan raises IBM price target
• Neutral Sentiment: Management interviews emphasize margin discipline (CEO Arvind Krishna said IBM absorbed tariffs rather than passing costs to clients), which supports profitability expectations but is incremental versus the AI growth story. IBM CEO Arvind Krishna: We absorbed tariffs instead of passing them on to our clients
• Neutral Sentiment: Investors are focused on the Jan. 28 earnings date as a key catalyst — expectations are high for Z17 mainframe sales, AI momentum and updated 2026 guidance, making the report a potential volatility trigger. Dear IBM Stock Fans, Mark Your Calendars for January 28
• Negative Sentiment: Recent articles note short-term share weakness and intra-day slides even as analysts raise targets, underlining that headline upgrades can coexist with profit-taking and valuation concerns — a reminder of downside risk before earnings. IBM Stock: Slides Even as Analysts Raise Targets Ahead of Earnings
• Negative Sentiment: Some coverage flags IBM’s premium valuation and competition in AI/cloud; if earnings or guidance fall short, multiple contraction could offset top-line gains. IBM Q4 Earnings Loom: Buy, Sell or Hold the Stock Ahead of Results?

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.