Centennial Advisors LLC Invests $694,000 in International Business Machines Corporation $IBM

Centennial Advisors LLC bought a new stake in International Business Machines Corporation (NYSE:IBM) during the 4th quarter, Holdings Channel.com reports. The firm bought 2,344 shares of the technology company’s stock, valued at approximately $694,000.

Several other institutional investors have also added to or reduced their stakes in the stock. Foster Group Inc. raised its position in shares of International Business Machines by 1.3% during the fourth quarter. Foster Group Inc. now owns 2,507 shares of the technology company’s stock worth $742,000 after purchasing an additional 33 shares during the period. CVA Family Office LLC raised its position in shares of International Business Machines by 1.4% during the fourth quarter. CVA Family Office LLC now owns 2,389 shares of the technology company’s stock worth $708,000 after purchasing an additional 33 shares during the period. New Covenant Trust Company N.A. raised its position in shares of International Business Machines by 3.8% during the fourth quarter. New Covenant Trust Company N.A. now owns 905 shares of the technology company’s stock worth $264,000 after purchasing an additional 33 shares during the period. CFS Investment Advisory Services LLC raised its position in shares of International Business Machines by 0.4% during the third quarter. CFS Investment Advisory Services LLC now owns 9,359 shares of the technology company’s stock worth $2,878,000 after purchasing an additional 34 shares during the period. Finally, KPP Advisory Services LLC raised its position in shares of International Business Machines by 1.7% during the third quarter. KPP Advisory Services LLC now owns 2,069 shares of the technology company’s stock worth $584,000 after purchasing an additional 34 shares during the period. 58.96% of the stock is currently owned by institutional investors.

Insider Buying and Selling at International Business Machines

In other International Business Machines news, Director David N. Farr bought 1,000 shares of the firm’s stock in a transaction dated Friday, January 30th. The stock was purchased at an average cost of $304.00 per share, with a total value of $304,000.00. Following the transaction, the director directly owned 9,258 shares in the company, valued at $2,814,432. This trade represents a 12.11% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Michael Miebach bought 434 shares of the firm’s stock in a transaction dated 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 in the company, valued at approximately $101,265.22. The trade was a ∞ increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Over the last ninety days, insiders have bought 1,484 shares of company stock valued at $417,157. Insiders own 0.27% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities analysts have recently weighed in on IBM shares. Evercore upped their target price on International Business Machines from $330.00 to $345.00 and gave the stock an “outperform” rating in a research report on Thursday, January 29th. Erste Group Bank lowered International Business Machines from a “buy” rating to a “hold” rating in a research report on Wednesday, February 18th. Bank of America upped their target price on International Business Machines from $315.00 to $335.00 and gave the stock a “buy” rating in a research report on Tuesday, January 13th. Argus set a $360.00 price target on International Business Machines in a research report on Friday, January 30th. Finally, JPMorgan Chase & Co. lowered their price target on International Business Machines from $317.00 to $283.00 and set a “neutral” rating for the company in a research report on Wednesday, March 18th. 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. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $311.27.

Key Headlines Impacting International Business Machines

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

• Positive Sentiment: IBM’s recent AI and government‑cloud moves (Arm collaboration on dual‑architecture AI hardware, FedRAMP authorizations for watsonx on AWS GovCloud, and expanded cyber/voice AI partnerships) strengthen its enterprise AI + cloud positioning and support longer‑term revenue mix improvement. What IBM’s Arm AI Hardware and GovCloud Push Means For Shareholders
• Positive Sentiment: Stifel maintained a buy stance even after lowering its target to $290, signaling analysts still see upside versus current levels. That keeps a portion of the analyst community constructive. Stifel Resets IBM Stock Price Target Ahead of Earnings
• Neutral Sentiment: IBM set its Q1 2026 earnings release and conference call for April 22 — this upcoming report is the next clear catalyst that could reverse or reinforce today’s move. IBM to Announce First-Quarter 2026 Financial Results
• Negative Sentiment: Multiple analysts trimmed price targets (consensus cuts clustered around $290), which likely pressured the stock; cuts reflect near‑term uncertainty and trim upside expectations. International Business Machines (IBM) Stock Falls as Analysts Cut Price Targets to $290
• Negative Sentiment: Stifel explicitly cited currency headwinds and geopolitical/conflict risks as reasons for reducing its target, highlighting macro and regional risk that could weigh on near‑term results. IBM In Focus After Analyst Price Target Trim

International Business Machines Trading Down 1.4%

NYSE IBM opened at $241.62 on Thursday. The firm has a market capitalization of $226.64 billion, a P/E ratio of 21.67, a PEG ratio of 2.47 and a beta of 0.69. The business has a fifty day simple moving average of $257.17 and a 200 day simple moving average of $283.63. International Business Machines Corporation has a 12 month low of $215.16 and a 12 month high of $324.90. 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 (NYSE:IBM) last released its quarterly earnings results on Wednesday, January 28th. The technology company reported $4.52 EPS for the quarter, beating analysts’ consensus estimates of $4.33 by $0.19. The business had revenue of $19.69 billion during the quarter, compared to analyst estimates of $19.23 billion. International Business Machines had a return on equity of 38.15% and a net margin of 15.69%.International Business Machines’s quarterly revenue was up 12.2% compared to the same quarter last year. During the same period in the prior year, the firm posted $3.92 EPS. On average, analysts predict that International Business Machines Corporation will post 10.78 EPS for the current fiscal year.

International Business Machines Announces Dividend

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