International Business Machines Corporation $IBM Shares Purchased by Wealthfront Advisers LLC

Wealthfront Advisers LLC boosted its holdings in International Business Machines Corporation (NYSE:IBM - Free Report) by 3.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 130,666 shares of the technology company's stock after purchasing an additional 4,920 shares during the quarter. Wealthfront Advisers LLC's holdings in International Business Machines were worth $38,705,000 at the end of the most recent quarter.

A number of other hedge funds have also recently added to or reduced their stakes in IBM. Family CFO Inc acquired a new position in International Business Machines in the fourth quarter worth $25,000. Mountain Hill Investment Partners Corp. acquired a new position in International Business Machines in the third quarter worth $28,000. SWAN Capital LLC acquired a new position in International Business Machines in the third quarter worth $28,000. DecisionPoint Financial LLC boosted its holdings in International Business Machines by 1,666.7% in the fourth quarter. DecisionPoint Financial LLC now owns 106 shares of the technology company's stock worth $31,000 after purchasing an additional 100 shares during the period. Finally, LFA Lugano Financial Advisors SA acquired a new position in International Business Machines in the fourth quarter worth $31,000. Institutional investors and hedge funds own 58.96% of the company's stock.

Wall Street Analysts Forecast Growth

A number of research firms have commented 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 for the company in a report on Wednesday, February 25th. Erste Group Bank downgraded shares of International Business Machines from a "buy" rating to a "hold" rating in a report on Wednesday, February 18th. Wedbush reduced their price target on shares of International Business Machines from $340.00 to $320.00 and set an "outperform" rating for the company in a report on Thursday. JPMorgan Chase & Co. reduced their price target on shares of International Business Machines from $317.00 to $283.00 and set a "neutral" rating for the company in a report on Wednesday, March 18th. Finally, DZ Bank raised shares of International Business Machines from a "hold" rating to a "buy" rating and set a $295.00 price target for the company in a report on Friday. 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 MarketBeat, International Business Machines has a consensus rating of "Moderate Buy" and an average target price of $296.18.

More International Business Machines News

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

• Positive Sentiment: IBM launched "IBM Bob," a global, enterprise-focused AI development partner that automates workflows across the full software development lifecycle and emphasizes governance/security — 80,000 IBM employees are already using it and internal surveys cite large productivity gains. This strengthens IBM's positioning in enterprise AI and software-driven recurring revenue. Introducing IBM Bob: AI Development Partner that Takes Enterprises from AI-Assisted Coding to Production-Ready Software
• Positive Sentiment: Analysts and commentary highlighting a near-term cash opportunity: coverage pieces argue the post‑earnings selloff may be overdone and point to roughly $1 billion of projected incremental free cash flow as a reason some investors see a buy-the-dip opportunity. A $1 Billion Reason to Buy the Dip in IBM Stock
• Neutral Sentiment: Macro and market volatility is contributing to intraday swings; IBM is among names in focus as benchmarks trade mixed, so broader market moves (not just company-specific news) are influencing short-term stock action. Stock Market Today: S&P 500 Futures Drop, Dow Gains As Trump Floats 'New' Iran Proposal—IBM, Bed Bath & Beyond, BP In Focus
• Neutral Sentiment: Industry reports list IBM among leaders in the global AI software platforms market, underscoring long-term TAM exposure even if near-term results vary. This is supportive for strategic positioning but not an immediate earnings catalyst. Artificial Intelligence Software Platforms Global Market Report 2026
• Negative Sentiment: Analyst skepticism and target cuts after Q1: BMO trimmed its price target citing softer-than-expected organic software growth, reflecting concern that high-margin segments aren't accelerating as hoped. That downgrade is pressuring the stock. BMO Trims IBM Target on Soft Growth, Wedbush Sees AI Tailwinds
• Negative Sentiment: Critical coverage argues the Q1 beat masks a structural mix issue: hardware strength may be masking slower growth in higher‑margin software and consulting, undermining optimism about durable margin expansion. That narrative is keeping some investors cautious. A Strong Quarter Does Not Make IBM Stock A Strong Buy
• Negative Sentiment: Post‑earnings commentary notes the stock has been left out of the AI rerating despite beat; momentum and perception versus pure‑play AI peers remain headwinds until IBM demonstrates sustainable software/AI growth acceleration. IBM’s Post‑Earnings Slide is Overdone. The Quantum AI Story is Mispriced and Misunderstood

Insider Activity

In related news, Director Michael Miebach acquired 434 shares of International Business Machines stock in a transaction that occurred on Wednesday, February 25th. The stock was acquired at an average price of $233.33 per share, with a total value of $101,265.22. Following the completion of the acquisition, the director directly owned 434 shares of the company's stock, valued at $101,265.22. This trade represents a ∞ increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director David N. Farr acquired 1,000 shares of International Business Machines stock in a transaction that occurred on Friday, January 30th. The stock was bought at an average cost of $304.00 per share, with a total value of $304,000.00. Following the acquisition, the director directly owned 9,258 shares of the company's stock, valued at approximately $2,814,432. This trade represents a 12.11% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders purchased 1,484 shares of company stock valued at $417,157 in the last ninety days. Corporate insiders own 0.27% of the company's stock.

International Business Machines Stock Performance

Shares of IBM opened at $227.99 on Tuesday. International Business Machines Corporation has a 1 year low of $220.72 and a 1 year high of $324.90. The company has a market cap of $214.29 billion, a price-to-earnings ratio of 20.16, a price-to-earnings-growth ratio of 2.41 and a beta of 0.69. The company has a debt-to-equity ratio of 1.75, a quick ratio of 0.76 and a current ratio of 0.80. The firm has a fifty day moving average of $245.18 and a 200-day moving average of $279.88.

International Business Machines (NYSE:IBM - Get Free Report) last announced its quarterly earnings results on Wednesday, April 22nd. The technology company reported $1.91 earnings per share (EPS) for the quarter, beating the consensus estimate 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 company had revenue of $15.92 billion during the quarter, compared to the consensus estimate of $15.60 billion. During the same quarter in the previous year, the company posted $1.60 earnings per share. The company's revenue for the quarter was up 9.5% compared to the same quarter last year. As a group, equities analysts anticipate that International Business Machines Corporation will post 12.38 earnings per share for the current year.

International Business Machines Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, June 10th. Investors of record on Friday, May 8th will be issued a $1.69 dividend. The ex-dividend date of this dividend is Friday, May 8th. This is an increase from International Business Machines's previous quarterly dividend of $1.68. This represents a $6.76 annualized dividend and a yield of 3.0%. International Business Machines's dividend payout ratio is currently 59.42%.

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.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.