Total Clarity Wealth Management Inc. Boosts Holdings in International Business Machines Corporation $IBM

Total Clarity Wealth Management Inc. raised its position in shares of International Business Machines Corporation (NYSE:IBM) by 224.2% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 5,298 shares of the technology company’s stock after acquiring an additional 3,664 shares during the quarter. Total Clarity Wealth Management Inc.’s holdings in International Business Machines were worth $1,495,000 at the end of the most recent quarter.

Other hedge funds have also bought and sold shares of the company. Vanguard Group Inc. increased its position in International Business Machines by 0.8% during the 3rd quarter. Vanguard Group Inc. now owns 95,776,307 shares of the technology company’s stock valued at $27,024,243,000 after buying an additional 724,832 shares in the last quarter. State Street Corp grew its stake in shares of International Business Machines by 0.3% in the second quarter. State Street Corp now owns 54,536,963 shares of the technology company’s stock worth $16,076,406,000 after acquiring an additional 147,721 shares during the period. Geode Capital Management LLC raised its stake in International Business Machines by 1.9% during the 2nd quarter. Geode Capital Management LLC now owns 21,936,235 shares of the technology company’s stock valued at $6,444,527,000 after buying an additional 400,131 shares during the last quarter. Legal & General Group Plc boosted its position in International Business Machines by 3.4% in the second quarter. Legal & General Group Plc now owns 7,126,503 shares of the technology company’s stock worth $2,100,751,000 after purchasing an additional 234,318 shares during the last quarter. Finally, Norges Bank bought a new stake in International Business Machines during the second quarter valued at approximately $2,011,122,000. Institutional investors own 58.96% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms have recently commented on IBM. Jefferies Financial Group reaffirmed a “buy” rating on shares of International Business Machines in a research note on Monday. DZ Bank upgraded shares of International Business Machines to a “hold” rating in a research report on Wednesday, February 11th. UBS Group upgraded shares of International Business Machines from a “sell” rating to a “neutral” rating and set a $236.00 price objective on the stock in a research report on Wednesday. Royal Bank Of Canada set a $361.00 target price on shares of International Business Machines in a report on Thursday, January 29th. Finally, JPMorgan Chase & Co. raised their price target on International Business Machines from $312.00 to $317.00 and gave the company a “neutral” rating in a report on Thursday, January 29th. One research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and eight have assigned a Hold rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $320.87.

Insiders Place Their Bets

In related news, Director Michael Miebach purchased 434 shares of the company’s stock in a transaction that occurred on Wednesday, February 25th. The stock was bought at an average price of $233.33 per share, for a total transaction of $101,265.22. Following the completion of the transaction, the director owned 434 shares in the company, valued at approximately $101,265.22. The trade was a ∞ increase in their position. The purchase was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director David N. Farr acquired 1,000 shares of the firm’s stock in a transaction on Friday, January 30th. The shares were bought at an average price of $304.00 per share, for a total transaction of $304,000.00. Following the completion of the transaction, the director owned 9,258 shares of the company’s stock, valued at approximately $2,814,432. This trade represents a 12.11% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders acquired a total of 1,484 shares of company stock valued at $417,157 over the last three months. Corporate insiders own 0.18% of the company’s stock.

Key Headlines Impacting International Business Machines

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

• Positive Sentiment: UBS upgraded IBM from Sell to Neutral, saying the recent selloff improved the stock’s risk/reward; UBS kept a $236 12‑month target which helped reduce selling pressure. Read More.
• Positive Sentiment: IBM won a Department of War Defense Commissary Agency contract (ceiling value $112M) to modernize electronic shelf labels — a tangible revenue win that supports near-term services/modernization momentum. Read More.
• Positive Sentiment: Company insiders/directors made purchases (disclosed SEC filings show acquisitions by directors), which investors often view as a signal of confidence from management-level insiders. Read More.
• Positive Sentiment: Several outlets and analysts called the recent AI-driven selloff overdone and published “buy‑the‑dip” analyses, supporting a tactical case for accumulation on weakness. Read More.
• Neutral Sentiment: Analyst views remain highly divergent: some firms maintain bullish targets well above current levels while others are more cautious — creating wide upside/downside dispersion that drives volatility. Read More.
• Negative Sentiment: Anthropic’s Claude Code announcement — claiming easier COBOL modernization — triggered a sharp market reaction that erased billions from IBM’s market value and raised questions about long‑term demand for legacy modernization services. That story remains the largest near‑term negative catalyst. Read More.
• Negative Sentiment: Morgan Stanley trimmed its price target (from $304 to $247) and set an equal‑weight rating, reflecting caution on near‑term upside and adding pressure from institutional analysts cutting estimates. Read More.

International Business Machines Price Performance

Shares of International Business Machines stock opened at $237.75 on Thursday. The firm has a market cap of $222.24 billion, a PE ratio of 21.32, a PEG ratio of 2.30 and a beta of 0.69. The stock has a 50 day moving average of $289.56 and a 200 day moving average of $283.85. The company has a current ratio of 0.96, a quick ratio of 0.92 and a debt-to-equity ratio of 1.67. International Business Machines Corporation has a 12 month low of $214.50 and a 12 month high of $324.90.

International Business Machines (NYSE:IBM) last issued its quarterly earnings data on Wednesday, January 28th. The technology company reported $4.52 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.33 by $0.19. The business had revenue of $19.69 billion for the quarter, compared to analysts’ expectations of $19.23 billion. International Business Machines had a return on equity of 38.15% and a net margin of 15.69%.The company’s revenue for the quarter was up 12.2% on a year-over-year basis. During the same period in the prior year, the firm earned $3.92 EPS. On average, research analysts expect that International Business Machines Corporation will post 10.78 EPS for the current fiscal year.

International Business Machines Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 10th will be given a dividend of $1.68 per share. The ex-dividend date is Tuesday, February 10th. This represents a $6.72 annualized dividend and a yield of 2.8%. International Business Machines’s dividend payout ratio (DPR) is 60.27%.

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.