Earned Wealth Advisors LLC boosted its stake in shares of International Business Machines Corporation (NYSE:IBM - Free Report) by 354.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 5,041 shares of the technology company's stock after buying an additional 3,932 shares during the quarter. Earned Wealth Advisors LLC's holdings in International Business Machines were worth $1,493,000 as of its most recent filing with the Securities and Exchange Commission.
Several other institutional investors and hedge funds also recently added to or reduced their stakes in IBM. Capital World Investors grew its position in International Business Machines by 13.9% during the third quarter. Capital World Investors now owns 17,045,156 shares of the technology company's stock worth $4,809,461,000 after buying an additional 2,077,506 shares during the period. First Trust Advisors LP grew its position in International Business Machines by 39.6% during the third quarter. First Trust Advisors LP now owns 3,052,880 shares of the technology company's stock worth $861,401,000 after buying an additional 865,253 shares during the period. Franklin Resources Inc. grew its position in International Business Machines by 64.7% during the third quarter. Franklin Resources Inc. now owns 2,162,741 shares of the technology company's stock worth $610,239,000 after buying an additional 849,500 shares during the period. Amundi grew its position in International Business Machines by 17.9% during the third quarter. Amundi now owns 4,777,516 shares of the technology company's stock worth $1,382,695,000 after buying an additional 725,191 shares during the period. Finally, Vanguard Group Inc. grew its position in International Business Machines by 0.8% during the third quarter. Vanguard Group Inc. now owns 95,776,307 shares of the technology company's stock worth $27,024,243,000 after buying an additional 724,832 shares during the period. 58.96% of the stock is currently owned by institutional investors and hedge funds.
Insider Buying and Selling
In other news, Director Michael Miebach bought 434 shares of the firm's stock in a transaction that occurred on Wednesday, February 25th. The shares were purchased at an average price of $233.33 per share, for a total transaction of $101,265.22. Following the completion of the transaction, the director owned 434 shares in the company, valued at $101,265.22. The trade was a ∞ increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, Director David N. Farr bought 1,000 shares of the firm's stock in a transaction that occurred on Friday, January 30th. The shares were purchased at an average price of $304.00 per share, for a total transaction of $304,000.00. Following the transaction, the director owned 9,258 shares of the company's stock, valued at $2,814,432. The trade was a 12.11% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. In the last 90 days, insiders have purchased 1,484 shares of company stock worth $417,157. 0.27% of the stock is owned by company insiders.
Key International Business Machines News
Here are the key news stories impacting International Business Machines this week:
- Positive Sentiment: Wedbush reaffirmed an "outperform" rating and raised its $340 price target, signaling strong analyst conviction that IBM's AI/hybrid-cloud strategy can drive upside. Read More.
- Positive Sentiment: Wedbush/Dan Ives and other analysts are bullish on enterprise AI adoption — Ives specifically sees ~35% upside as customers move from AI pilots to large-scale deployments, supporting near-term revenue/earnings growth expectations. Read More.
- Positive Sentiment: Analysts broadly expect IBM to beat Q1 estimates; consensus previews highlight AI, hybrid cloud, automation and cybersecurity strength as the drivers to watch in the April 22 report. Read More.
- Positive Sentiment: IBM expanded the Illinois Discovery Accelerator with U. of Illinois to develop quantum-centric supercomputing (AI + quantum + HPC), reinforcing IBM’s positioning in next-gen computing that could open new enterprise contracts. Read More.
- Positive Sentiment: Real-world quantum/AI deployments in healthcare (Q4Bio finalists, partnerships like GNQ Insilico) showcase early commercial traction for IBM Quantum and healthcare-focused AI services — potential long-term revenue lift if deployments scale. Read More.
- Positive Sentiment: IBM rolled out new cybersecurity tools aimed at AI-powered attacks, addressing a fast-growing enterprise need and reinforcing cross-selling opportunities into existing clients. Read More.
- Neutral Sentiment: Zacks and other previews note IBM's strategic moves (Confluent acquisition, AI partnerships) but warn premium valuation and slipping EPS estimates are headwinds to consider — mixed implications for risk/return. Read More.
- Neutral Sentiment: Brand commentary (e.g., PYMNTS piece on legacy purchasing behavior) is informational about buyer psychology rather than an immediate stock catalyst. Read More.
- Negative Sentiment: The DOJ brought a novel false-claims action tied to diversity practices — an emerging legal/regulatory risk that could create reputational and financial uncertainty if it escalates. Read More.
Wall Street Analyst Weigh In
Several research analysts have weighed in on the stock. Citigroup assumed coverage on shares of International Business Machines in a research report on Friday, April 10th. They set a "buy" rating and a $285.00 target price on the stock. Wedbush restated an "outperform" rating and set a $340.00 target price on shares of International Business Machines in a research report on Friday. JPMorgan Chase & Co. lowered 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 research report on Wednesday, March 18th. Weiss Ratings reiterated a "buy (b)" rating on shares of International Business Machines in a research report on Thursday, January 22nd. Finally, Bank of America increased their price target 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. One research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and eight have assigned a Hold rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average price target of $301.94.
Read Our Latest Analysis on IBM
International Business Machines Stock Up 0.0%
IBM stock opened at $253.50 on Monday. The company's 50 day simple moving average is $249.03 and its 200-day simple moving average is $281.88. The firm has a market capitalization of $237.79 billion, a PE ratio of 22.74, a P/E/G ratio of 2.65 and a beta of 0.69. International Business Machines Corporation has a 12 month low of $220.72 and a 12 month high of $324.90. 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 released its quarterly earnings results on Wednesday, January 28th. The technology company reported $4.52 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.33 by $0.19. The company had revenue of $19.69 billion for the quarter, compared to analysts' expectations of $19.23 billion. International Business Machines had a net margin of 15.69% and a return on equity of 38.15%. The firm's revenue for the quarter was up 12.2% compared to the same quarter last year. During the same period last year, the company earned $3.92 EPS. Equities analysts expect that International Business Machines Corporation will post 10.78 earnings per share for the current fiscal year.
International Business Machines Dividend Announcement
The company also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Investors of record on Tuesday, February 10th were given a dividend of $1.68 per share. The ex-dividend date was Tuesday, February 10th. This represents a $6.72 dividend on an annualized basis and a yield of 2.7%. International Business Machines's dividend payout ratio (DPR) is 60.27%.
International Business Machines Company Profile
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Free Report)
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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