Impact Partnership Wealth LLC Has $1.11 Million Holdings in International Business Machines Corporation $IBM

Impact Partnership Wealth LLC grew its position in International Business Machines Corporation (NYSE:IBM) by 194.1% in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 3,917 shares of the technology company’s stock after acquiring an additional 2,585 shares during the period. Impact Partnership Wealth LLC’s holdings in International Business Machines were worth $1,105,000 at the end of the most recent reporting period.

A number of other large investors have also bought and sold shares of the business. CFS Investment Advisory Services LLC grew its position in shares of International Business Machines by 0.4% in the third quarter. CFS Investment Advisory Services LLC now owns 9,359 shares of the technology company’s stock valued at $2,878,000 after purchasing an additional 34 shares during the period. KPP Advisory Services LLC lifted its stake in International Business Machines by 1.7% in the 3rd quarter. KPP Advisory Services LLC now owns 2,069 shares of the technology company’s stock valued at $584,000 after buying an additional 34 shares in the last quarter. Whelan Financial boosted its holdings in International Business Machines by 2.4% in the 2nd quarter. Whelan Financial now owns 1,525 shares of the technology company’s stock worth $450,000 after buying an additional 36 shares during the last quarter. Ignite Planners LLC increased its stake in International Business Machines by 0.9% during the 2nd quarter. Ignite Planners LLC now owns 3,964 shares of the technology company’s stock worth $1,133,000 after buying an additional 36 shares in the last quarter. Finally, Vishria Bird Financial Group LLC raised its holdings in shares of International Business Machines by 3.0% during the third quarter. Vishria Bird Financial Group LLC now owns 1,230 shares of the technology company’s stock valued at $347,000 after acquiring an additional 36 shares during the last quarter. 58.96% of the stock is currently owned by institutional investors.

International Business Machines Stock Performance

NYSE:IBM opened at $308.67 on Friday. The company’s 50-day moving average is $302.67 and its two-hundred day moving average is $282.98. International Business Machines Corporation has a 1-year low of $214.50 and a 1-year high of $324.90. The company has a debt-to-equity ratio of 1.97, a current ratio of 0.93 and a quick ratio of 0.89. The firm has a market capitalization of $288.53 billion, a price-to-earnings ratio of 27.68, a PEG ratio of 2.85 and a beta of 0.70.

International Business Machines (NYSE:IBM) last announced its quarterly earnings results on Wednesday, January 28th. The technology company reported $4.52 earnings per share (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 39.96%. The business had revenue of $19.69 billion during the quarter, compared to the consensus estimate of $19.23 billion. During the same quarter last year, the firm earned $3.92 EPS. The business’s revenue was up 12.2% compared to the same quarter last year. Analysts forecast that International Business Machines Corporation will post 10.78 EPS for the current year.

International Business Machines Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 10th will be paid a $1.68 dividend. This represents a $6.72 annualized dividend and a dividend yield of 2.2%. The ex-dividend date of this dividend is Tuesday, February 10th. International Business Machines’s dividend payout ratio is 80.38%.

Analyst Upgrades and Downgrades

A number of analysts have recently issued reports on the company. Dbs Bank raised International Business Machines from a “hold” rating to a “moderate buy” rating in a research note on Monday, January 19th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of International Business Machines in a research note on Thursday, January 22nd. Wall Street Zen cut shares of International Business Machines from a “buy” rating to a “hold” rating in a research report on Sunday, January 11th. Royal Bank Of Canada set a $361.00 price target on shares of International Business Machines in a research note on Thursday. Finally, Wedbush upped their price objective on shares of International Business Machines from $325.00 to $340.00 and gave the company an “outperform” rating in a research note on Thursday. One analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $327.93.

International Business Machines News Summary

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

• Positive Sentiment: Q4 beat and bullish 2026 outlook — IBM reported Q4 EPS of $4.52 and revenue of $19.69B (up ~12%), driven by double-digit Software and Infrastructure growth; management expects full‑year revenue growth above 5% and rising free cash flow. IBM beats fourth-quarter estimates, forecasts 5% revenue growth in 2026
• Positive Sentiment: After‑hours rally reflects investor enthusiasm for AI momentum — markets reacted strongly after the close to the earnings/guidance beat, lifting the stock in after‑hours trading. Why IBM Stock Is Soaring in After-Hours Trading
• Positive Sentiment: Wall Street backing — Several firms raised targets or reiterated positive views (Evercore ISI raised its target to $345/outperform; JPMorgan raised its target and updated its view as software growth supports the outlook), supporting near‑term upside. JPMorgan Raises IBM Target as Software Growth Drives Q4 Outlook Evercore raises IBM price target
• Positive Sentiment: Dividend affirmed — IBM declared a quarterly dividend of $1.68 per share (record Feb 10, payable Mar 10), which supports income investors and can steady the share base. IBM releases fourth-quarter results (PR Newswire)
• Neutral Sentiment: Confluent acquisition strategy — Analysis of IBM’s $11B Confluent deal highlights strategic positioning in real‑time data streaming for AI; the move could accelerate growth but adds execution and integration risk. Cloud Stocks: Analysis Of IBM’s Confluent Acquisition
• Negative Sentiment: Large bond issuance underway — IBM launched a multi-part euro/dollar bond sale seeking over $7B after earnings; this raises near‑term debt issuance and leverage considerations (IBM already carries significant debt), which investors should monitor. IBM selling four-part euro bond after earnings topped estimates

About International Business Machines

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.