Oak Harvest Investment Services Acquires 2,119 Shares of International Business Machines Corporation $IBM

Key Points

• Oak Harvest Investment Services increased its stake in International Business Machines (NYSE: IBM) by 14.9% in Q4, buying an additional 2,119 shares to hold 16,320 shares valued at about $4.83 million.
• Several large institutions also added IBM stock — notably Vanguard with ~95.8 million shares — and about 58.96% of IBM is currently held by hedge funds and other institutional investors.
• IBM recently beat Q4 expectations with $4.52 EPS (vs. $4.33 est.) and $19.69 billion revenue (up 12.2% YoY), pays a quarterly dividend of $1.68 (annual yield ~2.7%), and carries a consensus analyst rating of "Moderate Buy" with a ~$301.94 target.

Oak Harvest Investment Services increased its holdings in International Business Machines Corporation (NYSE:IBM - Free Report) by 14.9% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 16,320 shares of the technology company's stock after purchasing an additional 2,119 shares during the quarter. Oak Harvest Investment Services' holdings in International Business Machines were worth $4,834,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also bought and sold shares of IBM. Capital World Investors lifted its holdings in International Business Machines by 13.9% in 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 lifted its holdings in International Business Machines by 39.6% in 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. lifted its holdings in International Business Machines by 64.7% in 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 lifted its holdings in International Business Machines by 17.9% in 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. lifted its holdings in shares of 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 valued at $27,024,243,000 after purchasing an additional 724,832 shares during the last quarter. 58.96% of the stock is currently owned by hedge funds and other institutional investors.

International Business Machines Trading Up 1.0%

NYSE:IBM opened at $253.50 on Friday. The company has a current ratio of 0.96, a quick ratio of 0.92 and a debt-to-equity ratio of 1.67. International Business Machines Corporation has a 12 month low of $220.72 and a 12 month high of $324.90. The company has a market cap of $237.79 billion, a PE ratio of 22.74, a price-to-earnings-growth ratio of 2.63 and a beta of 0.69. The company has a 50 day simple moving average of $249.03 and a two-hundred day simple moving average of $281.91.

International Business Machines (NYSE:IBM - Get Free Report) last posted its earnings results on Wednesday, January 28th. The technology company reported $4.52 EPS 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 business had revenue of $19.69 billion during the quarter, compared to the consensus estimate of $19.23 billion. During the same quarter in the previous year, the firm posted $3.92 EPS. The firm's revenue was up 12.2% on a year-over-year basis. Research analysts forecast that International Business Machines Corporation will post 10.78 earnings per share for the current year.

International Business Machines Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 10th were given a dividend of $1.68 per share. The ex-dividend date of this dividend was Tuesday, February 10th. This represents a $6.72 dividend on an annualized basis and a dividend yield of 2.7%. International Business Machines's payout ratio is presently 60.27%.

Insiders Place Their Bets

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

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 equities analysts have recently issued reports on IBM shares. Wall Street Zen lowered shares of International Business Machines from a "buy" rating to a "hold" rating in a report on Sunday, January 11th. UBS Group upgraded shares of International Business Machines from a "sell" rating to a "neutral" rating and set a $236.00 target price for the company in a report on Wednesday, February 25th. Argus set a $360.00 target price on shares of International Business Machines in a report on Friday, January 30th. Evercore boosted their price objective on shares of International Business Machines from $330.00 to $345.00 and gave the stock an "outperform" rating in a report on Thursday, January 29th. Finally, Morgan Stanley set a $215.00 price objective on shares of International Business Machines in a report on Tuesday. One investment 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. According to data from MarketBeat, the stock presently has an average rating of "Moderate Buy" and a consensus target price of $301.94.

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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