CapWealth Advisors LLC Has $36.04 Million Position in International Business Machines Corporation $IBM

Key Points

• CapWealth Advisors increased its stake in IBM by 1.8% to 121,670 shares worth $36.04 million, making IBM 2.5% of the firm’s portfolio and its 10th largest holding.
• IBM beat quarterly expectations with $1.91 EPS (vs. $1.81) and $15.92B revenue (vs. $15.60B), reported 9.5% YoY revenue growth, and raised its quarterly dividend to $1.69 (annualized $6.76, ~2.9% yield).
• Despite several price-target cuts, the consensus rating is a Moderate Buy (avg. target ≈ $296), while IBM is pushing into AI and quantum—new tools, hubs and partnerships that could support longer-term growth.

CapWealth Advisors LLC increased its holdings in International Business Machines Corporation (NYSE:IBM - Free Report) by 1.8% in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 121,670 shares of the technology company's stock after purchasing an additional 2,164 shares during the period. International Business Machines makes up 2.5% of CapWealth Advisors LLC's investment portfolio, making the stock its 10th biggest holding. CapWealth Advisors LLC's holdings in International Business Machines were worth $36,040,000 as of its most recent SEC filing.

Other large investors have also recently bought and sold shares of the company. Brighton Jones LLC lifted its holdings in International Business Machines by 12.4% in the 4th quarter. Brighton Jones LLC now owns 21,011 shares of the technology company's stock worth $4,619,000 after purchasing an additional 2,323 shares during the last quarter. Sivia Capital Partners LLC lifted its holdings in International Business Machines by 10.6% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,938 shares of the technology company's stock worth $571,000 after purchasing an additional 186 shares during the last quarter. Jump Financial LLC acquired a new stake in International Business Machines in the 2nd quarter worth approximately $211,000. Ieq Capital LLC lifted its holdings in International Business Machines by 2.2% in the 2nd quarter. Ieq Capital LLC now owns 38,617 shares of the technology company's stock worth $11,383,000 after purchasing an additional 843 shares during the last quarter. Finally, Vivaldi Capital Management LP lifted its holdings in International Business Machines by 11.6% in the 2nd quarter. Vivaldi Capital Management LP now owns 1,017 shares of the technology company's stock worth $300,000 after purchasing an additional 106 shares during the last quarter. 58.96% of the stock is currently owned by institutional investors.

Trending Headlines about International Business Machines

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

• Positive Sentiment: U.S. quantum policy bill advances, shifting emphasis to commercialization, clearer funding and real-world deployments starting as soon as 2026 — an outcome that could accelerate demand for IBM’s quantum hardware, software and services. Article Title
• Positive Sentiment: Wall Street attention on quantum/AI names rises — IBM is named among top quantum stocks to watch, which can lift multiple and investor interest in the company’s long-term growth areas. Article Title
• Positive Sentiment: IBM and Ferrari added new AI features to the Scuderia Ferrari app — a high-visibility commercial proof point for IBM’s AI offerings and fan-engagement use cases ahead of major sporting events. Article Title
• Positive Sentiment: IBM launched “Bob,” an AI-powered development tool for the software lifecycle — strengthens IBM’s enterprise AI stack and could boost service and software revenue if adoption scales. Article Title
• Positive Sentiment: Partnership with Dallara to apply AI and quantum to vehicle design — technology leadership and industry partnerships that showcase practical quantum/AI applications and potential service opportunities. Article Title
• Positive Sentiment: IBM to open AI and quantum hubs (Chicago, Massachusetts) and add ~750 jobs — signals continued investment in talent and capacity to execute on enterprise AI/quantum strategy. Article Title
• Neutral Sentiment: Erste Group raised FY2027 EPS estimates modestly, but maintains a Hold — incremental analyst support rather than an outright upgrade. Article Title
• Neutral Sentiment: Smaller ecosystem and market mentions (Elektros joining IBM ecosystem, AI drug-discovery reports) provide additional validation but are unlikely to move near-term earnings materially. Article Title
• Negative Sentiment: A few headlines noted short-term stock softness around partnership announcements in premarket coverage — suggests some volatility as investors digest execution risks and timing. Article Title

International Business Machines Stock Performance

Shares of NYSE IBM opened at $232.35 on Friday. The company has a quick ratio of 0.76, a current ratio of 0.80 and a debt-to-equity ratio of 1.75. The business's 50 day moving average is $243.51 and its two-hundred day moving average is $278.87. The company has a market cap of $218.38 billion, a P/E ratio of 20.54, a P/E/G ratio of 2.39 and a beta of 0.58. International Business Machines Corporation has a 12 month low of $220.72 and a 12 month high of $324.90.

International Business Machines (NYSE:IBM - Get Free Report) last issued its quarterly earnings results on Wednesday, April 22nd. The technology company reported $1.91 earnings per share for the quarter, beating analysts' consensus estimates of $1.81 by $0.10. International Business Machines had a net margin of 15.61% and a return on equity of 37.23%. The firm had revenue of $15.92 billion during the quarter, compared to the consensus estimate of $15.60 billion. During the same period in the prior year, the firm earned $1.60 EPS. The business's revenue was up 9.5% on a year-over-year basis. On average, equities analysts expect that International Business Machines Corporation will post 12.38 EPS for the current year.

International Business Machines Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, June 10th. Shareholders of record on Friday, May 8th will be issued a $1.69 dividend. This is a boost from International Business Machines's previous quarterly dividend of $1.68. The ex-dividend date of this dividend is Friday, May 8th. This represents a $6.76 dividend on an annualized basis and a yield of 2.9%. International Business Machines's payout ratio is currently 59.42%.

Wall Street Analysts Forecast Growth

Several research firms recently weighed in on IBM. Stifel Nicolaus reduced their target price on International Business Machines from $340.00 to $290.00 and set a "buy" rating for the company in a report on Wednesday, April 8th. Oppenheimer dropped 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 report on Thursday, April 16th. Royal Bank Of Canada dropped their target price on shares of International Business Machines from $361.00 to $330.00 and set an "outperform" rating on the stock in a report on Friday, April 17th. Wedbush dropped their target price on shares of International Business Machines from $340.00 to $320.00 and set an "outperform" rating on the stock in a report on Thursday, April 23rd. Finally, JPMorgan Chase & Co. dropped their target price on shares of International Business Machines from $317.00 to $283.00 and set a "neutral" rating on the stock in a report on Wednesday, March 18th. One equities research 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 company's stock. According to data from MarketBeat, International Business Machines currently has a consensus rating of "Moderate Buy" and a consensus price target of $296.18.

Insiders Place Their Bets

In related news, Director Michael Miebach purchased 434 shares of International Business Machines stock in a transaction on Wednesday, February 25th. The stock was purchased at an average cost of $233.33 per share, with a total value of $101,265.22. Following the acquisition, the director directly owned 434 shares in the company, valued at approximately $101,265.22. This trade represents a ∞ increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which is accessible through this link. 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.

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