CreativeOne Wealth LLC Grows Stake in International Business Machines Corporation $IBM

Key Points

• CreativeOne Wealth LLC raised its IBM position by 16.6%, purchasing 4,532 shares to hold 31,763 shares valued at $8.962 million at the end of the quarter.
• IBM beat quarterly expectations with $4.52 EPS versus $4.33 estimated and revenue of $19.69 billion (up 12.2% YoY), and declared a $1.68 quarterly dividend (annualized $6.72, ~2.6% yield).
• Insiders have been buying shares (e.g., Director David Farr bought 1,000 shares), and analysts' views are mixed but the consensus rating is a Moderate Buy with an average target of $320.87.

CreativeOne Wealth LLC lifted its position in International Business Machines Corporation (NYSE:IBM - Free Report) by 16.6% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 31,763 shares of the technology company's stock after purchasing an additional 4,532 shares during the quarter. CreativeOne Wealth LLC's holdings in International Business Machines were worth $8,962,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently made changes to their positions in IBM. Winnow Wealth LLC purchased a new stake in shares of International Business Machines in the 2nd quarter valued at about $27,000. Mountain Hill Investment Partners Corp. bought a new stake in shares of International Business Machines during the 3rd quarter valued at about $28,000. Trifecta Capital Advisors LLC grew its holdings in shares of International Business Machines by 129.1% during the third quarter. Trifecta Capital Advisors LLC now owns 126 shares of the technology company's stock worth $36,000 after purchasing an additional 71 shares in the last quarter. American Wealth Advisors LLC bought a new position in shares of International Business Machines in the third quarter worth approximately $40,000. Finally, Legacy Wealth Managment LLC ID increased its position in shares of International Business Machines by 48.5% in the second quarter. Legacy Wealth Managment LLC ID now owns 147 shares of the technology company's stock worth $43,000 after purchasing an additional 48 shares during the last quarter. Hedge funds and other institutional investors own 58.96% of the company's stock.

International Business Machines Stock Up 0.6%

Shares of NYSE IBM opened at $258.19 on Friday. The stock has a market capitalization of $242.19 billion, a P/E ratio of 23.16, a PEG ratio of 2.59 and a beta of 0.73. International Business Machines Corporation has a one year low of $214.50 and a one year high of $324.90. The firm's 50 day simple moving average is $281.73 and its two-hundred day simple moving average is $284.29. The company has a debt-to-equity ratio of 1.67, a current ratio of 0.96 and a quick ratio of 0.92.

International Business Machines (NYSE:IBM - Get Free Report) last announced its quarterly earnings data on Wednesday, January 28th. The technology company reported $4.52 earnings per share for the quarter, topping analysts' consensus estimates of $4.33 by $0.19. International Business Machines had a net margin of 15.69% and a return on equity of 38.15%. The firm had revenue of $19.69 billion during the quarter, compared to analyst estimates of $19.23 billion. During the same period in the previous year, the business posted $3.92 EPS. The business's quarterly revenue was up 12.2% on a year-over-year basis. As a group, analysts expect that International Business Machines Corporation will post 10.78 EPS for the current fiscal year.

International Business Machines Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 10th will be paid a $1.68 dividend. The ex-dividend date of this dividend is Tuesday, February 10th. This represents a $6.72 annualized dividend and a yield of 2.6%. International Business Machines's payout ratio is currently 60.27%.

Insider Activity

In other International Business Machines news, Director David N. Farr purchased 1,000 shares of the business's stock in a transaction on Friday, January 30th. The stock was acquired at an average cost of $304.00 per share, for a total transaction of $304,000.00. Following the completion of the transaction, the director directly owned 9,258 shares in the company, valued at approximately $2,814,432. This represents a 12.11% increase in their position. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, Director Michael Miebach acquired 434 shares of International Business Machines stock in a transaction dated Wednesday, February 25th. The shares were bought at an average cost of $233.33 per share, for a total transaction of $101,265.22. Following the completion of the purchase, the director directly owned 434 shares of the company's stock, valued at approximately $101,265.22. The trade was a ∞ increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Over the last 90 days, insiders have acquired 1,484 shares of company stock valued at $417,157. Company insiders own 0.18% of the company's stock.

Key Stories Impacting International Business Machines

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

• Positive Sentiment: IBM Research co-led the experimental creation and characterization of a never-before-seen "half‑Möbius" molecule, using a quantum‑computer + supercomputer workflow — a Science publication that showcases IBM’s quantum R&D leadership and the real scientific utility of its quantum stack (positive for long‑term differentiation and IP). IBM Uses Quantum-Supercomputer Combo to Model Newly Discovered Half-Möbius Molecule
• Positive Sentiment: IBM announced a partnership to integrate Deepgram’s speech‑to‑text / text‑to‑speech into watsonx Orchestrate, strengthening IBM’s enterprise voice and generative‑AI offerings and improving product competitiveness in conversational automation use cases. International Business Machines Corporation (IBM) Partners With Deepgram to Support Its Generative AI Solution
• Positive Sentiment: Reports detail new AI contracts and board expansion (including a reported US$112M Defense Commissary Agency electronic‑shelf‑label modernization deal and two new directors), which investors view as concrete revenue/contract wins and governance support for growth in AI services. IBM and University Researchers Create a Never-Before-Seen Molecule and Prove its Exotic Nature with Quantum Computing
• Positive Sentiment: Industry research named IBM among leaders in the Data Integration market (multi‑cloud platforms, AI‑driven data pipelines), reinforcing its enterprise software and services positioning where recurring revenue and cross‑sell matter. Data Integration Company Evaluation Report 2025
• Positive Sentiment: Analyst attention (UBS upgrade), insider buying and recent earnings beats have drawn investor focus back to IBM’s valuation and AI strategy, supporting near‑term sentiment. A Look At IBM (IBM) Valuation After UBS Upgrade Insider Buying And Solid Earnings
• Neutral Sentiment: Macro/industry coverage on AI "creative destruction" highlights structural tailwinds for AI infrastructure and services — a supportive backdrop but not an IBM‑specific catalyst today. Wall Street Sees AI’s ‘Creative Destruction’ Coming For Entire Companies
• Neutral Sentiment: Other quantum industry moves (e.g., Pasqal pursuing a SPAC) and startups scaling enterprise AI (Ivo) are market context — potential competition or validation of demand but not immediate IBM news. Pasqal plans public debut with Bleichroeder in $2bn SPAC deal
• Negative Sentiment: Some coverage flags valuation and legacy exposure risks (mainframe sensitivity) and notes a recent pullback in share performance despite upgrades — reminders that investor optimism over AI/quantum must be balanced against near‑term earnings mix and valuation. A Look At IBM (IBM) Valuation After UBS Upgrade Insider Buying And Solid Earnings

Analyst Upgrades and Downgrades

IBM has been the subject of several research analyst reports. Bank of America lifted 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 report on Tuesday, January 13th. Morgan Stanley decreased their price target on shares of International Business Machines from $304.00 to $247.00 and set an "equal weight" rating on the stock in a report on Wednesday, February 25th. Oppenheimer set a $380.00 price objective on shares of International Business Machines and gave the company an "outperform" rating in a research report on Thursday, January 29th. Argus set a $360.00 price objective on shares of International Business Machines in a report on Friday, January 30th. Finally, BMO Capital Markets reiterated a "market perform" rating and issued a $350.00 target price on shares of International Business Machines in a research report on Thursday, January 29th. One 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.com, the stock currently has an average rating of "Moderate Buy" and a consensus target price of $320.87.

International Business Machines 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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