U.S. Capital Wealth Advisors LLC Cuts Position in International Business Machines Corporation $IBM

Key Points

• U.S. Capital Wealth Advisors LLC trimmed its stake in IBM by 4.6% in Q4, selling 2,532 shares and ending the period with 52,856 shares valued at about $15.66 million.
• Wall Street's consensus is a Moderate Buy with an average price target of $309.63, but analysts are mixed and the stock is trading near $230 (down ~2.7%), well below the consensus target.
• IBM beat Q4 estimates (EPS $4.52 vs. $4.33; revenue $19.69B, +12.2% Y/Y), declared a $1.68 quarterly dividend (2.9% yield) and saw insider purchases, while also facing a $17 million DOJ settlement over hiring practices.

U.S. Capital Wealth Advisors LLC decreased its holdings in International Business Machines Corporation (NYSE:IBM - Free Report) by 4.6% during the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 52,856 shares of the technology company's stock after selling 2,532 shares during the period. U.S. Capital Wealth Advisors LLC's holdings in International Business Machines were worth $15,656,000 at the end of the most recent reporting period.

Other hedge funds have also recently bought and sold shares of the company. Mountain Hill Investment Partners Corp. purchased a new position in International Business Machines in the third quarter valued at approximately $28,000. SWAN Capital LLC purchased a new position in International Business Machines in the third quarter valued at approximately $28,000. Trifecta Capital Advisors LLC raised its holdings in International Business Machines by 129.1% in the third quarter. Trifecta Capital Advisors LLC now owns 126 shares of the technology company's stock valued at $36,000 after buying an additional 71 shares during the period. American Wealth Advisors LLC purchased a new position in International Business Machines in the third quarter valued at approximately $40,000. Finally, Maseco LLP purchased a new stake in shares of International Business Machines during the fourth quarter valued at approximately $53,000. Hedge funds and other institutional investors own 58.96% of the company's stock.

Wall Street Analysts Forecast Growth

IBM has been the topic of a number of analyst reports. Stifel Nicolaus dropped their price objective on shares of International Business Machines from $340.00 to $290.00 and set a "buy" rating on the stock in a research note on Wednesday. Dbs Bank upgraded shares of International Business Machines from a "hold" rating to a "moderate buy" rating in a research note on Monday, January 19th. Morgan Stanley dropped their price objective on shares of International Business Machines from $304.00 to $247.00 and set an "equal weight" rating on the stock in a research note on Wednesday, February 25th. Bank of America lifted 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. Finally, Oppenheimer set a $380.00 price target on shares of International Business Machines and gave the stock an "outperform" rating in a research note on Thursday, January 29th. One investment analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and eight have given a Hold rating to the company's stock. According to data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and an average price target of $309.63.

More International Business Machines News

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

• Positive Sentiment: Citi initiated coverage with a Buy and a $285 price target, arguing IBM has meaningful AI growth potential plus upside from its mainframe and quantum businesses — the call highlights a ~23% upside vs. current levels. Citi Analyst Upgrades IBM (IBM) Stock with $285 Target on AI Growth Potential
• Positive Sentiment: Multiple outlets and analysts echoed a bullish view (Barron's, TipRanks/MSN coverage), noting IBM’s ability to navigate technology cycles and the potential for earnings leverage from AI and enterprise offerings — these narratives support longer-term upside despite 2026 weakness. IBM Stock Is Having Its Worst Year Since 2002. Here's Why It Just Got a Buy Rating.
• Neutral Sentiment: IBM is participating in industry moves around AI patent sharing (the SAIL initiative), which could reshape competitive dynamics and reduce friction for model development — a longer‑term strategic development that may affect moat but has uncertain near-term revenue impact. IBM’s SAIL Move Reframes AI Patent Sharing And Long Term Moat
• Neutral Sentiment: Coverage on quantum computing ETFs and IBM’s expanded quantum roadmap highlights a structural growth story; this is positive for long-term optionality but remains developmental and unlikely to drive near-term earnings. The Quantum Computing ETF That Could Be Bigger Than AI, and 2 Tech Funds Riding the Same Wave
• Negative Sentiment: The U.S. Department of Justice said IBM will pay $17 million to settle allegations related to discriminatory DEI hiring practices — a reputational and regulatory event that adds near‑term legal cost and scrutiny (though the monetary amount is small relative to revenue). IBM to pay $17 million to settle discrimination allegations, DOJ says
• Negative Sentiment: Short-term technical and sentiment pressure: the stock has underperformed peers recently and faced at least one analyst downgrade and intraday selling, which compounds downside momentum despite bullish reports. International Business Machines NYSE: IBM Trading Down 1.4% Following Analyst Downgrade

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 Down 2.7%

IBM stock opened at $230.68 on Friday. International Business Machines Corporation has a 1-year low of $220.72 and a 1-year high of $324.90. The firm has a market cap of $216.39 billion, a price-to-earnings ratio of 20.69, a PEG ratio of 2.30 and a beta of 0.69. The company has a debt-to-equity ratio of 1.67, a current ratio of 0.96 and a quick ratio of 0.92. The firm has a fifty day moving average price of $254.23 and a two-hundred day moving average price of $283.09.

International Business Machines (NYSE:IBM - Get Free Report) last announced its quarterly earnings results on Wednesday, January 28th. The technology company reported $4.52 earnings per share (EPS) for the quarter, beating the consensus estimate 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 company 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 company posted $3.92 earnings per share. The company's revenue for the quarter was up 12.2% compared to the same quarter last year. Research analysts predict that International Business Machines Corporation will post 10.78 EPS for the current year.

International Business Machines Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 10th were issued a dividend of $1.68 per share. The ex-dividend date of this dividend was Tuesday, February 10th. This represents a $6.72 annualized dividend and a dividend yield of 2.9%. International Business Machines's payout ratio is 60.27%.

International Business Machines Company 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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