International Business Machines Corporation $IBM Shares Acquired by Fidelis Capital Partners LLC

Fidelis Capital Partners LLC boosted its position in shares of International Business Machines Corporation (NYSE:IBM) by 27.0% in the 3rd quarter, HoldingsChannel reports. The institutional investor owned 11,229 shares of the technology company’s stock after buying an additional 2,388 shares during the period. Fidelis Capital Partners LLC’s holdings in International Business Machines were worth $3,168,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently bought and sold shares of IBM. Flossbach Von Storch SE acquired a new position in shares of International Business Machines in the 3rd quarter worth approximately $989,000. one8zero8 LLC boosted its holdings in International Business Machines by 8.5% during the third quarter. one8zero8 LLC now owns 5,107 shares of the technology company’s stock worth $1,441,000 after buying an additional 400 shares in the last quarter. Chesapeake Wealth Management boosted its holdings in International Business Machines by 3.6% during the third quarter. Chesapeake Wealth Management now owns 2,324 shares of the technology company’s stock worth $656,000 after buying an additional 80 shares in the last quarter. Traynor Capital Management Inc. bought a new position in shares of International Business Machines in the third quarter valued at $555,000. Finally, AustralianSuper Pty Ltd acquired a new stake in shares of International Business Machines during the 3rd quarter valued at $19,978,000. 58.96% of the stock is owned by institutional investors and hedge funds.

Key Headlines Impacting International Business Machines

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

• Positive Sentiment: Q4 earnings beat — IBM reported EPS of $4.52 vs. the Zacks consensus $4.33, beating expectations and marking year-over-year earnings growth. Article Title
• Positive Sentiment: Revenue beat and top-line momentum — Q4 revenue was $19.69B (up ~12% YoY) above estimates, driven by software and infrastructure demand. Strong top-line growth supports multiple expansion expectations. Article Title
• Positive Sentiment: 2026 revenue guidance above consensus — IBM gave FY‑2026 revenue guidance of about $70.9B vs. consensus ~$70.2B and projected >5% revenue growth and ~$1B higher free cash flow, signaling confidence in continued growth execution. Article Title
• Positive Sentiment: Generative AI traction — Management said the generative-AI business tops ~$12.5B, underscoring AI as the growth engine behind software and services momentum. AI revenue scale supports investor enthusiasm for recurring, higher‑margin sales. Article Title
• Positive Sentiment: Bullish analyst support — RBC reiterated an Outperform rating and highlighted IBM as a defensive AI play with a $350 target, adding institutional endorsement to the beat-and-guide narrative. Article Title
• Neutral Sentiment: Company materials available — IBM published a press release and slide deck with detailed results and segment breakdowns (software, infrastructure, consulting) for investors doing deeper diligence. Article Title
• Negative Sentiment: Some analyst caution remains — Evercore ISI reiterated an Underperform ahead of the print, reflecting doubts from some corners about valuation and near-term upside despite solid results. Divergent analyst views could cap gains if conviction weakens. Article Title

Analyst Ratings Changes

IBM has been the topic of a number of recent research reports. BMO Capital Markets lifted their target price on International Business Machines from $300.00 to $305.00 and gave the stock a “market perform” rating in a report on Thursday, October 23rd. UBS Group reissued a “sell” rating on shares of International Business Machines in a research note on Tuesday, December 9th. Dbs Bank raised shares of International Business Machines from a “hold” rating to a “moderate buy” rating in a research note on Monday, January 19th. Weiss Ratings reiterated a “buy (b)” rating on shares of International Business Machines in a report on Thursday, January 22nd. Finally, JPMorgan Chase & Co. lifted their target price on shares of International Business Machines from $290.00 to $312.00 and gave the stock a “neutral” rating in a research report on Wednesday, January 21st. One investment 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 given a Sell rating to the company. According to MarketBeat.com, International Business Machines currently has a consensus rating of “Moderate Buy” and an average target price of $306.86.

International Business Machines Trading Up 0.2%

Shares of NYSE IBM opened at $294.47 on Thursday. The business has a 50 day simple moving average of $302.31 and a 200 day simple moving average of $282.81. International Business Machines Corporation has a 52 week low of $214.50 and a 52 week high of $324.90. The stock has a market cap of $275.25 billion, a price-to-earnings ratio of 35.22, a PEG ratio of 2.85 and a beta of 0.70. The company has a debt-to-equity ratio of 1.97, a quick ratio of 0.89 and a current ratio of 0.93.

International Business Machines (NYSE:IBM) last posted its earnings results on Wednesday, January 28th. The technology company reported $4.52 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.33 by $0.19. The firm had revenue of $19.69 billion during the quarter, compared to analysts’ expectations of $19.23 billion. International Business Machines had a net margin of 12.09% and a return on equity of 37.76%. The company’s revenue was up 12.2% compared to the same quarter last year. During the same period in the previous year, the company earned $3.92 earnings per share. On average, research analysts predict that International Business Machines Corporation will post 10.78 earnings per share for the current fiscal year.

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.