International Business Machines Corporation $IBM Stake Raised by Wealthfront Advisers LLC

Wealthfront Advisers LLC boosted its holdings in International Business Machines Corporation (NYSE:IBM) by 3.9% during the 4th quarter, Holdings Channel.com reports. The fund owned 130,666 shares of the technology company’s stock after purchasing an additional 4,920 shares during the quarter. Wealthfront Advisers LLC’s holdings in International Business Machines were worth $38,705,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently bought and sold shares of IBM. Mattson Financial Services LLC acquired a new stake in International Business Machines during the 3rd quarter worth about $852,000. Waverton Investment Management Ltd increased its holdings in shares of International Business Machines by 3.3% in the 3rd quarter. Waverton Investment Management Ltd now owns 993,743 shares of the technology company’s stock valued at $280,439,000 after purchasing an additional 32,072 shares during the period. Newbridge Financial Services Group Inc. increased its holdings in shares of International Business Machines by 30.0% in the 4th quarter. Newbridge Financial Services Group Inc. now owns 13,122 shares of the technology company’s stock valued at $3,887,000 after purchasing an additional 3,029 shares during the period. NEOS Investment Management LLC increased its holdings in shares of International Business Machines by 51.7% in the 3rd quarter. NEOS Investment Management LLC now owns 114,395 shares of the technology company’s stock valued at $32,278,000 after purchasing an additional 38,973 shares during the period. Finally, American National Bank & Trust increased its holdings in shares of International Business Machines by 26.2% in the 3rd quarter. American National Bank & Trust now owns 12,537 shares of the technology company’s stock valued at $3,537,000 after purchasing an additional 2,603 shares during the period. 58.96% of the stock is currently owned by institutional investors.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently weighed in on the company. Royal Bank Of Canada dropped their target price on International Business Machines from $361.00 to $330.00 and set an “outperform” rating on the stock in a report on Friday, April 17th. Bank of America upped their target price on International Business Machines from $315.00 to $335.00 and gave the company a “buy” rating in a report on Tuesday, January 13th. Morgan Stanley upped their target price on International Business Machines from $215.00 to $225.00 and gave the company an “equal weight” rating in a report on Thursday, April 23rd. UBS Group upgraded International Business Machines from a “sell” rating to a “neutral” rating and set a $236.00 target price on the stock in a report on Wednesday, February 25th. Finally, Dbs Bank upgraded International Business Machines from a “hold” rating to a “moderate buy” rating in a report on Monday, January 19th. One investment analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and seven have given a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $296.18.

International Business Machines Trading Down 1.7%

Shares of NYSE IBM opened at $227.99 on Tuesday. The stock has a market cap of $214.29 billion, a price-to-earnings ratio of 20.16, a PEG ratio of 2.41 and a beta of 0.69. The business has a 50 day simple moving average of $245.18 and a 200 day simple moving average of $279.88. International Business Machines Corporation has a 52 week low of $220.72 and a 52 week high of $324.90. The company has a debt-to-equity ratio of 1.75, a quick ratio of 0.76 and a current ratio of 0.80.

International Business Machines (NYSE:IBM) last announced its quarterly earnings results on Wednesday, April 22nd. The technology company reported $1.91 EPS for the quarter, beating the consensus estimate of $1.81 by $0.10. The business had revenue of $15.92 billion during the quarter, compared to analysts’ expectations of $15.60 billion. International Business Machines had a return on equity of 37.23% and a net margin of 15.61%.The firm’s quarterly revenue was up 9.5% compared to the same quarter last year. During the same quarter in the previous year, the business posted $1.60 EPS. On average, research analysts predict that International Business Machines Corporation will post 12.38 earnings per share for the current fiscal year.

International Business Machines Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, June 10th. Investors of record on Friday, May 8th will be paid a $1.69 dividend. This represents a $6.76 annualized dividend and a dividend yield of 3.0%. The ex-dividend date of this dividend is Friday, May 8th. This is a positive change from International Business Machines’s previous quarterly dividend of $1.68. International Business Machines’s dividend payout ratio (DPR) is presently 59.42%.

Key International Business Machines News

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

• Positive Sentiment: IBM launched “IBM Bob,” a global, enterprise-focused AI development partner that automates workflows across the full software development lifecycle and emphasizes governance/security — 80,000 IBM employees are already using it and internal surveys cite large productivity gains. This strengthens IBM’s positioning in enterprise AI and software-driven recurring revenue. Introducing IBM Bob: AI Development Partner that Takes Enterprises from AI-Assisted Coding to Production-Ready Software
• Positive Sentiment: Analysts and commentary highlighting a near-term cash opportunity: coverage pieces argue the post‑earnings selloff may be overdone and point to roughly $1 billion of projected incremental free cash flow as a reason some investors see a buy-the-dip opportunity. A $1 Billion Reason to Buy the Dip in IBM Stock
• Neutral Sentiment: Macro and market volatility is contributing to intraday swings; IBM is among names in focus as benchmarks trade mixed, so broader market moves (not just company-specific news) are influencing short-term stock action. Stock Market Today: S&P 500 Futures Drop, Dow Gains As Trump Floats ‘New’ Iran Proposal—IBM, Bed Bath & Beyond, BP In Focus
• Neutral Sentiment: Industry reports list IBM among leaders in the global AI software platforms market, underscoring long-term TAM exposure even if near-term results vary. This is supportive for strategic positioning but not an immediate earnings catalyst. Artificial Intelligence Software Platforms Global Market Report 2026
• Negative Sentiment: Analyst skepticism and target cuts after Q1: BMO trimmed its price target citing softer-than-expected organic software growth, reflecting concern that high-margin segments aren’t accelerating as hoped. That downgrade is pressuring the stock. BMO Trims IBM Target on Soft Growth, Wedbush Sees AI Tailwinds
• Negative Sentiment: Critical coverage argues the Q1 beat masks a structural mix issue: hardware strength may be masking slower growth in higher‑margin software and consulting, undermining optimism about durable margin expansion. That narrative is keeping some investors cautious. A Strong Quarter Does Not Make IBM Stock A Strong Buy
• Negative Sentiment: Post‑earnings commentary notes the stock has been left out of the AI rerating despite beat; momentum and perception versus pure‑play AI peers remain headwinds until IBM demonstrates sustainable software/AI growth acceleration. IBM’s Post‑Earnings Slide is Overdone. The Quantum AI Story is Mispriced and Misunderstood

Insider Activity at International Business Machines

In other news, Director David N. Farr purchased 1,000 shares of the stock in a transaction that occurred on Friday, January 30th. The stock was acquired at an average price of $304.00 per share, with a total value of $304,000.00. Following the purchase, the director owned 9,258 shares in the company, valued at $2,814,432. This represents a 12.11% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Michael Miebach bought 434 shares of the firm’s stock in a transaction on Wednesday, February 25th. The shares were bought at an average cost of $233.33 per share, with a total value of $101,265.22. Following the transaction, the director directly owned 434 shares of the company’s stock, valued at approximately $101,265.22. This trade represents a ∞ increase in their ownership of the stock. The SEC filing for this purchase provides additional information. In the last three months, insiders purchased 1,484 shares of company stock valued at $417,157. 0.27% of the stock is currently owned by company insiders.

About International Business Machines

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.