MFG Wealth Management Inc. Takes $2.91 Million Position in International Business Machines Corporation $IBM

MFG Wealth Management Inc. bought a new position in International Business Machines Corporation (NYSE:IBM) during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor bought 9,836 shares of the technology company’s stock, valued at approximately $2,914,000. International Business Machines accounts for about 2.3% of MFG Wealth Management Inc.’s holdings, making the stock its 14th biggest holding.

Other institutional investors also recently modified their holdings of the company. Everhart Financial Group Inc. lifted its position in International Business Machines by 9.6% during the 4th quarter. Everhart Financial Group Inc. now owns 7,877 shares of the technology company’s stock valued at $2,333,000 after acquiring an additional 692 shares during the period. QP Wealth Management LLC purchased a new stake in International Business Machines in the fourth quarter worth about $255,000. Eagle Wealth Strategies LLC grew its holdings in International Business Machines by 10.7% in the fourth quarter. Eagle Wealth Strategies LLC now owns 1,928 shares of the technology company’s stock worth $571,000 after purchasing an additional 187 shares during the period. OMC Financial Services LTD bought a new position in shares of International Business Machines during the fourth quarter valued at approximately $430,000. Finally, Avior Wealth Management LLC lifted its holdings in shares of International Business Machines by 5.0% during the fourth quarter. Avior Wealth Management LLC now owns 6,705 shares of the technology company’s stock valued at $1,893,000 after purchasing an additional 322 shares during the last quarter. 58.96% of the stock is currently owned by institutional investors.

International Business Machines Stock Down 1.7%

Shares of International Business Machines stock opened at $246.12 on Friday. International Business Machines Corporation has a twelve month low of $214.50 and a twelve month high of $324.90. The company has a quick ratio of 0.92, a current ratio of 0.96 and a debt-to-equity ratio of 1.67. The company’s 50 day moving average is $271.85 and its 200 day moving average is $284.50. The company has a market cap of $230.87 billion, a price-to-earnings ratio of 22.07, a price-to-earnings-growth ratio of 2.51 and a beta of 0.73.

International Business Machines (NYSE:IBM) last posted its earnings results on Wednesday, January 28th. The technology company reported $4.52 EPS for the quarter, topping analysts’ consensus estimates of $4.33 by $0.19. The business had revenue of $19.69 billion during the quarter, compared to the consensus estimate of $19.23 billion. International Business Machines had a net margin of 15.69% and a return on equity of 38.15%. The firm’s revenue was up 12.2% on a year-over-year basis. During the same quarter in the previous year, the firm posted $3.92 EPS. Research analysts anticipate that International Business Machines Corporation will post 10.78 EPS for the current year.

International Business Machines Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, March 10th. Investors of record on Tuesday, February 10th were issued a $1.68 dividend. The ex-dividend date of this dividend was Tuesday, February 10th. This represents a $6.72 annualized dividend and a dividend yield of 2.7%. International Business Machines’s payout ratio is presently 60.27%.

Analysts Set New Price Targets

IBM has been the topic of a number of analyst reports. Wedbush reissued an “outperform” rating and issued a $340.00 price target on shares of International Business Machines in a research report on Tuesday, February 24th. BMO Capital Markets reduced their price objective on International Business Machines from $350.00 to $290.00 and set a “market perform” rating for the company in a research report on Thursday. Stifel Nicolaus lifted their price objective on International Business Machines from $325.00 to $340.00 and gave the company a “buy” rating in a research note on Thursday, January 29th. Weiss Ratings reissued a “buy (b)” rating on shares of International Business Machines in a research note on Thursday, January 22nd. Finally, Evercore raised their price target on International Business Machines from $330.00 to $345.00 and gave the company an “outperform” rating in a report on Thursday, January 29th. One investment analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and eight have issued a Hold rating to the company’s stock. Based on data from MarketBeat, International Business Machines has a consensus rating of “Moderate Buy” and an average target price of $314.60.

Key Headlines Impacting International Business Machines

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

• Positive Sentiment: Completed Confluent acquisition bolsters IBM’s AI and hybrid-cloud stack by adding real-time data streaming to feed AI models and automation—supports longer-term revenue synergies and positioning in enterprise AI. IBM Confluent Deal Puts Real Time Data At Core Of AI Story
• Positive Sentiment: Retail and TV-commentator attention has boosted short-term interest; previous endorsements (e.g., Jim Cramer mentions) continue to draw flows and chatter. International Business Machines Corporation (IBM) Shares Higher After Jim Cramer Advised In August To Step In Due To Fundamentals
• Neutral Sentiment: Zacks notes IBM as a trending/search interest stock — increased attention can amplify moves but does not by itself change fundamentals. International Business Machines Corporation (IBM) Is a Trending Stock: Facts to Know Before Betting on It
• Negative Sentiment: JPMorgan lowered its price target after the Confluent deal (from $317 to $283) and kept a Neutral rating—signal that some analysts see limited near-term upside or acquisition integration risk. JPMorgan Lowers IBM Target after Confluent Deal, Sees Balanced Risk/Reward
• Negative Sentiment: BMO cut its target from $350 to $290 (now Market Perform), and other outlets report analyst downgrades and pessimistic forecasts—these re-ratings increase selling pressure and reduce near-term upside expectations. BMO Lowers IBM Target
• Negative Sentiment: Unusually large options activity: traders bought a surge of put contracts (reported 88,456 puts), signaling significant hedging or bearish speculative bets that can amplify downside volatility. (Options flow reported 3/19)
• Negative Sentiment: Several recent articles highlight mixed/declining short-term momentum and Wall Street reassessment amid diverging analyst views—reinforces the narrative of uncertainty around near-term growth and valuation. Wall Street Reassesses IBM’s Trajectory Amid Diverging Analyst Views

Insiders Place Their Bets

In other news, Director Michael Miebach bought 434 shares of the company’s stock in a transaction on Wednesday, February 25th. The shares were acquired at an average cost of $233.33 per share, with a total value of $101,265.22. Following the completion of the transaction, the director owned 434 shares of the company’s stock, valued at approximately $101,265.22. This trade represents a ∞ increase in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, Director David N. Farr purchased 1,000 shares of the business’s stock in a transaction on Friday, January 30th. The shares were purchased at an average price of $304.00 per share, with a total value of $304,000.00. Following the completion of the purchase, the director owned 9,258 shares in the company, 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. In the last quarter, insiders have purchased 1,484 shares of company stock valued at $417,157. 0.27% of the stock is owned by company insiders.

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.