International Business Machines Corporation $IBM Shares Bought by Janney Capital Management LLC

Janney Capital Management LLC grew its stake in International Business Machines Corporation (NYSE:IBM) by 14.6% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 69,499 shares of the technology company’s stock after buying an additional 8,837 shares during the period. International Business Machines accounts for 1.2% of Janney Capital Management LLC’s investment portfolio, making the stock its 17th largest holding. Janney Capital Management LLC’s holdings in International Business Machines were worth $19,610,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also recently modified their holdings of the company. Family CFO Inc purchased a new position in shares of International Business Machines during the second quarter worth about $25,000. Winnow Wealth LLC acquired a new stake in shares of International Business Machines in the 2nd quarter valued at about $27,000. Highline Wealth Partners LLC boosted its position in shares of International Business Machines by 85.0% in the 2nd quarter. Highline Wealth Partners LLC now owns 111 shares of the technology company’s stock valued at $33,000 after purchasing an additional 51 shares during the period. Copia Wealth Management grew its stake in International Business Machines by 57.6% during the 2nd quarter. Copia Wealth Management now owns 134 shares of the technology company’s stock worth $40,000 after buying an additional 49 shares during the last quarter. Finally, Legacy Wealth Managment LLC ID increased its position in International Business Machines by 48.5% during the second quarter. Legacy Wealth Managment LLC ID now owns 147 shares of the technology company’s stock worth $43,000 after buying an additional 48 shares during the period. 58.96% of the stock is owned by hedge funds and other institutional investors.

International Business Machines News Summary

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

• Positive Sentiment: Jim Cramer called IBM “still very inexpensive,” which tends to draw retail and momentum buying into names he highlights and supports the bullish sentiment around IBM today. Jim Cramer says International Business Machines is still very inexpensive
• Positive Sentiment: IBM expanded its edge AI push with Datavault AI using watsonx-powered zero-trust micro data centers — a concrete product/partner development that can help drive services revenue and differentiate IBM in enterprise AI deployments. IBM’s Edge AI Expansion With Datavault AI
• Positive Sentiment: IBM was singled out in a Wall Street dividend-stock roundup, reinforcing demand from income-focused investors who value IBM’s yield and buyback support. Top Wall Street analysts recommend these dividend stocks for consistent income
• Positive Sentiment: Market commentary noted IBM has outperformed broader returns recently, a momentum cue that can attract trend-following flows. IBM (IBM) Exceeds Market Returns: Some Facts to Consider
• Neutral Sentiment: Coverage points to diverging views on IBM’s strategic trajectory — bulls cite AI and services momentum, bears question execution and growth pacing; this creates potential volatility without a clear directional signal. Diverging Views Emerge on IBM’s Strategic Trajectory
• Neutral Sentiment: Broad industry news on quantum funding (National Quantum Initiative reauthorization) highlights sector tailwinds; the piece focuses on pure-play quantum names but suggests an environment that could indirectly benefit IBM’s quantum initiatives over time. Fiscal Reauthorization Act Fuels 2026 Quantum Growth
• Negative Sentiment: Wall Street Zen cut IBM’s rating to Hold, which can pressure the stock if other shops follow or if it reduces buy-side conviction among certain investors. International Business Machines (NYSE:IBM) Lowered to Hold Rating by Wall Street Zen

Analyst Upgrades and Downgrades

A number of equities analysts have recently issued reports on IBM shares. Wall Street Zen lowered shares of International Business Machines from a “buy” rating to a “hold” rating in a research report on Sunday. Weiss Ratings upgraded shares of International Business Machines from a “hold (c+)” rating to a “buy (b)” rating in a research note on Saturday, October 25th. Oppenheimer assumed coverage on International Business Machines in a report on Friday, November 21st. They set an “outperform” rating and a $360.00 price target on the stock. Morgan Stanley reduced their price objective on International Business Machines from $256.00 to $252.00 and set an “equal weight” rating for the company in a research note on Thursday, October 23rd. Finally, Erste Group Bank upgraded International Business Machines from a “hold” rating to a “buy” rating in a research note on Friday, December 5th. One research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $301.85.

International Business Machines Stock Up 2.6%

International Business Machines stock opened at $312.08 on Tuesday. The stock’s 50 day moving average price is $303.70 and its 200 day moving average price is $282.04. The company has a market cap of $291.71 billion, a PE ratio of 37.33, a price-to-earnings-growth ratio of 2.82 and a beta of 0.70. The company has a debt-to-equity ratio of 1.97, a current ratio of 0.93 and a quick ratio of 0.89. International Business Machines Corporation has a 1-year low of $214.50 and a 1-year high of $324.90.

International Business Machines (NYSE:IBM) last released its earnings results on Wednesday, October 22nd. The technology company reported $2.65 EPS for the quarter, beating analysts’ consensus estimates of $2.45 by $0.20. The company had revenue of $16.33 billion during the quarter, compared to the consensus estimate of $16.10 billion. International Business Machines had a return on equity of 37.76% and a net margin of 12.09%.International Business Machines’s quarterly revenue was up 9.1% compared to the same quarter last year. During the same quarter last year, the company earned $2.30 earnings per share. On average, sell-side analysts predict that International Business Machines Corporation will post 10.78 EPS for the current fiscal year.

International Business Machines Dividend Announcement

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

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.