3,931 International Business Machines Corporation $IBM Shares Acquired by Brian Low Financial Group LLC

Key Points

• Brian Low Financial Group increased its IBM holdings by 33.8%, purchasing 3,931 additional shares to own 15,574 shares valued at approximately $3.43 million. Institutional investors collectively own 58.96% of IBM.
• Wall Street’s consensus view is “Moderate Buy,” with an average price target of $266.12. IBM recently exceeded quarterly earnings and revenue estimates, reporting $2.95 EPS and $17.10 billion in revenue, up 4.7% year over year.
• IBM declared a quarterly dividend of $1.69 per share, equivalent to a 2.6% yield, while concerns remain about its debt burden and dividend sustainability; meanwhile, senior vice president Robert Thomas sold 25,000 shares.

Brian Low Financial Group LLC raised its holdings in shares of International Business Machines Corporation (NYSE:IBM - Free Report) by 33.8% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 15,574 shares of the technology company's stock after buying an additional 3,931 shares during the period. International Business Machines comprises approximately 1.9% of Brian Low Financial Group LLC's portfolio, making the stock its 10th largest position. Brian Low Financial Group LLC's holdings in International Business Machines were worth $3,425,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of IBM. Harborfront Financial Group LLC bought a new position in International Business Machines during the 2nd quarter worth approximately $27,000. Hara Capital LLC purchased a new stake in shares of International Business Machines during the second quarter valued at approximately $28,000. Bare Financial Services Inc boosted its stake in shares of International Business Machines by 114.6% during the second quarter. Bare Financial Services Inc now owns 103 shares of the technology company's stock valued at $29,000 after purchasing an additional 55 shares during the period. Caitlin John LLC bought a new position in shares of International Business Machines in the second quarter worth approximately $35,000. Finally, Axiom Investment Management LLC bought a new position in shares of International Business Machines in the first quarter worth approximately $36,000. 58.96% of the stock is owned by institutional investors.

Wall Street Analysts Forecast Growth

Several brokerages recently commented on IBM. Craig Hallum began coverage on shares of International Business Machines in a research note on Wednesday, August 19th. They issued a "buy" rating on the stock. Jefferies Financial Group raised their price target on shares of International Business Machines from $270.00 to $280.00 and gave the stock a "buy" rating in a report on Thursday, October 22nd. Stifel Nicolaus upped their price objective on shares of International Business Machines from $235.00 to $260.00 and gave the company a "buy" rating in a research note on Thursday, October 22nd. Royal Bank Of Canada reaffirmed an "outperform" rating and set a $270.00 price objective on shares of International Business Machines in a research note on Thursday, October 22nd. Finally, UBS Group upped their price target on International Business Machines from $236.00 to $243.00 and gave the company a "neutral" rating in a research report on Thursday, October 22nd. Nineteen research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and two have given a Sell rating to the stock. According to MarketBeat, International Business Machines presently has an average rating of "Moderate Buy" and an average price target of $266.12.

More International Business Machines News

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

• Positive Sentiment: IBM introduced new AI-agent security controls that combine HashiCorp Vault, Agent Identity, and watsonx Orchestrate. The tools provide centralized governance, least-privilege access, real-time credential revocation, and sandboxed execution across hybrid-cloud environments, potentially strengthening IBM’s position in enterprise AI security. IBM Debuts AI Agent Security Controls For Hybrid Cloud
• Positive Sentiment: Analysts and commentators highlighted improving momentum in IBM’s software business, including its hybrid-cloud and enterprise infrastructure operations. IBM’s approximately $12 billion in free cash flow may support continued investment and shareholder returns. IBM’s Software Business Is Picking Up Speed
• Neutral Sentiment: Research reports project strong growth in service virtualization, edge computing, configuration-management systems, SMB IT spending, and battery-warranty analytics—markets in which IBM is listed as a participant. The reports indicate long-term addressable-market opportunities but do not represent new contracts or revenue guidance for IBM. Configuration Management Systems Global Strategic Business Report
• Neutral Sentiment: IBM’s opposition to blockchain-based stock trading reflects concerns about tokenized-market structures, but the issue appears unlikely to materially affect near-term financial results. Why Oracle, Intel, and IBM Are Saying No to Blockchain-Based Stock Trading
• Negative Sentiment: Concerns about IBM’s debt load and whether its long record of dividend increases can continue are weighing on the investment case. The stock’s decline during 2026 has made the dividend more attractive, but also highlights balance-sheet and payout sustainability risks. IBM Stock Is Down 13% in 2026. Is Its Dividend Still Safe?

Insiders Place Their Bets

In other International Business Machines news, SVP Robert Thomas sold 25,000 shares of International Business Machines stock in a transaction dated Wednesday, August 26th. The shares were sold at an average price of $230.32, for a total value of $5,758,000.00. Following the completion of the transaction, the senior vice president directly owned 47,800 shares of the company's stock, valued at approximately $11,009,296. The trade was a 34.34% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Corporate insiders own 0.27% of the company's stock.

International Business Machines Stock Performance

Shares of IBM stock opened at $257.80 on Friday. International Business Machines Corporation has a 12 month low of $199.19 and a 12 month high of $332.46. The stock has a market cap of $243.65 billion, a PE ratio of 21.98, a price-to-earnings-growth ratio of 2.54 and a beta of 0.73. The company has a current ratio of 0.85, a quick ratio of 0.80 and a debt-to-equity ratio of 1.57. The company's fifty day moving average price is $235.17 and its 200-day moving average price is $249.93.

International Business Machines (NYSE:IBM - Get Free Report) last issued its quarterly earnings results on Wednesday, October 21st. The technology company reported $2.95 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.85 by $0.10. International Business Machines had a net margin of 15.99% and a return on equity of 34.37%. The company had revenue of $17.10 billion during the quarter, compared to analyst estimates of $16.82 billion. During the same period last year, the business earned $2.65 EPS. International Business Machines's quarterly revenue was up 4.7% compared to the same quarter last year. On average, equities analysts expect that International Business Machines Corporation will post 12.41 EPS for the current fiscal year.

International Business Machines Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, December 10th. Stockholders of record on Tuesday, November 10th will be issued a dividend of $1.69 per share. The ex-dividend date is Tuesday, November 10th. This represents a $6.76 annualized dividend and a dividend yield of 2.6%. International Business Machines's dividend payout ratio (DPR) is presently 57.63%.

International Business Machines Company Profile

International Business Machines Corporation NYSE: IBM, commonly known as IBM, is a global technology and consulting company that helps organizations modernize their information technology and business operations. Its offerings include hybrid cloud solutions, artificial intelligence software and services, enterprise software, IT infrastructure, cybersecurity, data analytics, and technology consulting.

IBM provides products and services to businesses, governments, and other institutions across industries and regions worldwide.

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