Third View Private Wealth LLC Takes Position in International Business Machines Corporation $IBM

Key Points

• Third View Private Wealth LLC acquired 8,766 shares of IBM in Q4 (about $2.6M), joining other institutions that lifted stakes as institutional ownership stands near 58.96%.
• IBM beat Q4 estimates with EPS of $4.52 (vs. $4.33) and revenue of $19.69B (up 12.2% YoY); the stock carries a consensus Moderate Buy rating with a $309.63 target amid mixed analyst price actions.
• Near-term catalysts include AI product rollouts and the Confluent deal (adding roughly $50M of revenue), while headwinds include a $17M DOJ settlement and varied analyst caution that may pressure sentiment.

Third View Private Wealth LLC acquired a new stake in shares of International Business Machines Corporation (NYSE:IBM - Free Report) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor acquired 8,766 shares of the technology company's stock, valued at approximately $2,597,000.

Several other hedge funds and other institutional investors have also recently modified their holdings of the company. CVA Family Office LLC raised its stake in shares of International Business Machines by 1.4% during the fourth quarter. CVA Family Office LLC now owns 2,389 shares of the technology company's stock valued at $708,000 after acquiring an additional 33 shares during the last quarter. Foster Group Inc. raised its stake in shares of International Business Machines by 1.3% during the fourth quarter. Foster Group Inc. now owns 2,507 shares of the technology company's stock valued at $742,000 after acquiring an additional 33 shares during the last quarter. New Covenant Trust Company N.A. raised its stake in shares of International Business Machines by 3.8% during the fourth quarter. New Covenant Trust Company N.A. now owns 905 shares of the technology company's stock valued at $264,000 after acquiring an additional 33 shares during the last quarter. CFS Investment Advisory Services LLC raised its stake in shares of International Business Machines by 0.4% during the third quarter. CFS Investment Advisory Services LLC now owns 9,359 shares of the technology company's stock valued at $2,878,000 after acquiring an additional 34 shares during the last quarter. Finally, KPP Advisory Services LLC raised its stake in shares of International Business Machines by 1.7% during the third quarter. KPP Advisory Services LLC now owns 2,069 shares of the technology company's stock valued at $584,000 after acquiring an additional 34 shares during the last quarter. 58.96% of the stock is owned by institutional investors.

Analysts Set New Price Targets

Several equities analysts have recently commented on the stock. Royal Bank Of Canada set a $361.00 price objective on shares of International Business Machines in a research note on Thursday, January 29th. Weiss Ratings reissued a "buy (b)" rating on shares of International Business Machines in a research note on Thursday, January 22nd. Morgan Stanley decreased their price target on shares of International Business Machines from $304.00 to $247.00 and set an "equal weight" rating for the company in a research note on Wednesday, February 25th. Wedbush reissued an "outperform" rating and issued a $340.00 price target on shares of International Business Machines in a research note on Tuesday, February 24th. Finally, Bank of America increased their price target on shares of International Business Machines from $315.00 to $335.00 and gave the stock a "buy" rating in a research note on Tuesday, January 13th. One analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and eight have assigned a Hold rating to the stock. According to data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $309.63.

International Business Machines Price Performance

IBM stock opened at $237.83 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 $223.09 billion, a P/E ratio of 21.33, a PEG ratio of 2.30 and a beta of 0.69. The firm has a 50-day moving average of $252.70 and a 200 day moving average of $282.89. 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 analysts' consensus estimates of $4.33 by $0.19. The company had revenue of $19.69 billion during the quarter, compared to the consensus estimate of $19.23 billion. International Business Machines had a net margin of 15.69% and a return on equity of 38.15%. International Business Machines's revenue was up 12.2% on a year-over-year basis. During the same period in the prior year, the firm earned $3.92 earnings per share. On average, sell-side analysts forecast that International Business Machines Corporation will post 10.78 EPS for the current year.

International Business Machines Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 10th were issued a $1.68 dividend. This represents a $6.72 dividend on an annualized basis and a yield of 2.8%. The ex-dividend date was Tuesday, February 10th. International Business Machines's dividend payout ratio is 60.27%.

Insider Transactions at International Business Machines

In other International Business Machines news, Director David N. Farr acquired 1,000 shares of the business's stock in a transaction on Friday, January 30th. The shares were acquired at an average price of $304.00 per share, for a total transaction of $304,000.00. Following the completion of the acquisition, the director owned 9,258 shares in the company, valued at $2,814,432. This trade represents a 12.11% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Michael Miebach acquired 434 shares of the business's stock in a transaction on Wednesday, February 25th. The stock was acquired at an average price of $233.33 per share, for a total transaction of $101,265.22. Following the acquisition, the director owned 434 shares of the company's stock, valued at approximately $101,265.22. This trade represents a ∞ increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. In the last 90 days, insiders acquired 1,484 shares of company stock worth $417,157. Corporate 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: Bank of America and market reports expect IBM to report an in-line Q1 on April 22, with the early March close of the Confluent acquisition contributing roughly $50M of revenue and helping offset near-term dilution — supportive for near-term revenue and full‑year guidance.IBM set for in-line Q1 as Confluent deal boosts outlook
• Positive Sentiment: Product/AI momentum: IBM is rolling out "content-aware storage" aimed at solving large AI data management issues — this is strategically aligned with enterprise AI demand and could support longer-term growth and margins if adopted.How IBM Is Solving One of AI’s Biggest Data Problems
• Positive Sentiment: Marketing/partnership PR: IBM provided AI tools for the Masters fan experience, reinforcing IBM's positioning in high‑visibility AI deployments and brand exposure.IBM Rewrites the Masters Fan Experience With AI
• Neutral Sentiment: Research/coverage moves: Citigroup started coverage on IBM and other outlets note elevated investor attention; coverage changes can shift flows but are informational until the firm updates guidance or estimates.International Business Machines NYSE: IBM Research Coverage Started at Citigroup
• Neutral Sentiment: Institutional index activity: Reports note shifts in institutional activity within the Russell 1000 — can affect short-term flows but not fundamentals.IBM NYSE: IBM Sees Institutional Activity Shift in Russell 1000
• Negative Sentiment: Legal/settlement headwind: IBM agreed to pay $17M to settle a DOJ probe alleging unlawful DEI hiring and use of government contract funds — the payment is modest relative to market cap but carries reputational and compliance risk that may weigh on sentiment short term.IBM strikes $17M deal to end feds’ probe of DEI programs
• Negative Sentiment: Analyst caution: Needham cut price targets ahead of earnings, reflecting macro pressure and tempered expectations for upside — analyst downgrades can pressure the stock if sustained.Why Needham Analysts Slashed Their Price Targets on IBM Stock Ahead of Earnings

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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