12,685 Shares in International Business Machines Corporation $IBM Acquired by Fulcrum Wealth Advisors LLC

Key Points

• Fulcrum Wealth Advisors LLC initiated a position in IBM by purchasing 12,685 shares worth about $3.76 million, representing ~3.1% of the firm's holdings and its ninth-largest position.
• IBM beat quarterly expectations with $1.91 EPS vs. $1.81 expected and revenue of $15.92 billion, up 9.5% year-over-year.
• IBM raised its quarterly dividend to $1.69 (annualized $6.76), a yield of about 2.9%; the ex-dividend date is May 8 and the payment date is June 10.

Fulcrum Wealth Advisors LLC purchased a new position in International Business Machines Corporation (NYSE:IBM - Free Report) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 12,685 shares of the technology company's stock, valued at approximately $3,757,000. International Business Machines comprises about 3.1% of Fulcrum Wealth Advisors LLC's holdings, making the stock its 9th biggest position.

A number of other large investors also recently modified their holdings of the business. Family CFO Inc acquired a new stake in shares of International Business Machines in the 4th quarter worth about $25,000. Mountain Hill Investment Partners Corp. acquired a new stake in shares of International Business Machines in the 3rd quarter worth about $28,000. Joseph Group Capital Management acquired a new stake in shares of International Business Machines in the 4th quarter worth about $28,000. SWAN Capital LLC acquired a new stake in shares of International Business Machines in the 3rd quarter worth about $28,000. Finally, DecisionPoint Financial LLC increased its holdings in shares of International Business Machines by 1,666.7% in the 4th quarter. DecisionPoint Financial LLC now owns 106 shares of the technology company's stock worth $31,000 after acquiring an additional 100 shares during the period. 58.96% of the stock is currently owned by institutional investors.

Wall Street Analyst Weigh In

A number of research firms recently weighed in on IBM. UBS Group raised 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 report on Wednesday, February 25th. Evercore raised their target price on shares of International Business Machines from $330.00 to $345.00 and gave the company an "outperform" rating in a research note on Thursday, January 29th. Oppenheimer lowered their target price on shares of International Business Machines from $380.00 to $320.00 and set an "outperform" rating on the stock in a research note on Thursday, April 16th. Bank of America raised their target price on shares of International Business Machines from $315.00 to $335.00 and gave the company a "buy" rating in a research note on Tuesday, January 13th. Finally, HSBC raised shares of International Business Machines from a "reduce" rating to a "hold" rating and raised their target price for the company from $218.00 to $231.00 in a research note on Tuesday, April 28th. One research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and seven have assigned a Hold rating to the company's stock. According to data from MarketBeat.com, the company presently has an average rating of "Moderate Buy" and an average target price of $296.18.

International Business Machines Trading Down 1.1%

International Business Machines stock opened at $229.57 on Tuesday. The company's fifty day simple moving average is $243.51 and its 200-day simple moving average is $278.90. The company has a quick ratio of 0.76, a current ratio of 0.80 and a debt-to-equity ratio of 1.75. International Business Machines Corporation has a 12 month low of $220.72 and a 12 month high of $324.90. The stock has a market cap of $215.77 billion, a P/E ratio of 20.30, a P/E/G ratio of 2.41 and a beta of 0.58.

International Business Machines (NYSE:IBM - Get Free Report) last posted its earnings results on Wednesday, April 22nd. The technology company reported $1.91 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $1.81 by $0.10. The firm had revenue of $15.92 billion during the quarter, compared to analysts' expectations of $15.60 billion. International Business Machines had a net margin of 15.61% and a return on equity of 37.23%. The company's revenue was up 9.5% compared to the same quarter last year. During the same period in the previous year, the company earned $1.60 earnings per share. As a group, sell-side analysts forecast that International Business Machines Corporation will post 12.38 EPS for the current fiscal year.

International Business Machines Increases Dividend

The company also recently announced 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 dividend on an annualized basis and a yield of 2.9%. The ex-dividend date is Friday, May 8th. This is a boost from International Business Machines's previous quarterly dividend of $1.68. International Business Machines's dividend payout ratio (DPR) is 59.42%.

More International Business Machines News

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

• Positive Sentiment: IBM unveiled major enterprise AI and hybrid-cloud product expansions (next‑gen watsonx Orchestrate, IBM Confluent for real‑time data, IBM Concert for intelligent ops) that deepen its AI operating‑model play and create new service and software monetization opportunities. Think 2026: IBM Delivers the Blueprint for the AI Operating Model as the AI Divide Widens
• Positive Sentiment: IBM announced general availability of IBM Sovereign Core, addressing digital‑sovereignty and compliance needs—an increasingly important selling point for governments and regulated enterprises. Think 2026: IBM Makes Digital Sovereignty Operational with General Availability of IBM Sovereign Core
• Positive Sentiment: Scientific milestone: IBM, Cleveland Clinic and RIKEN simulated a 12,635‑atom protein using IBM quantum systems, underscoring IBM's leadership and long‑term optionality in quantum computing and partnerships with life‑sciences. Cleveland Clinic, RIKEN, and IBM Model a 12,635-Atom Protein
• Neutral Sentiment: CEO Arvind Krishna and IBM messaging emphasize that AI value depends on new operating models—this narrative supports demand for consulting, software and integration services but is more strategic than immediately revenue‑generating. IBM CEO Says AI Triggers Need for New Operating Models
• Neutral Sentiment: IBM research and surveys (Institute for Business Value) show growing C‑suite adoption of AI (e.g., more Chief AI Officers), which supports long‑term demand for IBM’s enterprise offerings but is gradual. IBM Study: CEOs are Reshaping C-suite Roles for the AI Era
• Negative Sentiment: Despite the product news, IBM shares have shown recent technical weakness and traded below key moving averages cited by analysts; that, plus a mature growth profile, is prompting profit‑taking and weighing on the stock today. Assessing IBM (IBM) Shares After Recent Weakness And A 23.1% Undervaluation Signal

Insider Transactions at International Business Machines

In related news, Director Michael Miebach bought 434 shares of the company's stock in a transaction that occurred on Wednesday, February 25th. The shares were acquired at an average price 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 $101,265.22. The trade was a ∞ increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Insiders own 0.27% of the company's stock.

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.

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