1,954 Shares in International Business Machines Corporation $IBM Bought by Financial Consulate Inc.

Financial Consulate Inc. bought a new stake in International Business Machines Corporation (NYSE:IBM) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 1,954 shares of the technology company’s stock, valued at approximately $551,000.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in IBM. Norges Bank acquired a new stake in shares of International Business Machines in the second quarter valued at about $2,011,122,000. Vanguard Group Inc. boosted its position in International Business Machines by 2.1% during the second quarter. Vanguard Group Inc. now owns 95,051,475 shares of the technology company’s stock valued at $28,019,274,000 after purchasing an additional 1,913,708 shares during the last quarter. Laurel Wealth Advisors LLC grew its stake in International Business Machines by 27,928.2% in the second quarter. Laurel Wealth Advisors LLC now owns 1,903,116 shares of the technology company’s stock valued at $561,001,000 after purchasing an additional 1,896,326 shares in the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC increased its position in shares of International Business Machines by 6.5% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 8,636,725 shares of the technology company’s stock worth $2,147,608,000 after purchasing an additional 524,633 shares during the last quarter. Finally, VIRGINIA RETIREMENT SYSTEMS ET Al bought a new stake in shares of International Business Machines during the 2nd quarter worth approximately $133,771,000. 58.96% of the stock is owned by institutional investors.

Key International Business Machines News

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

• Positive Sentiment: Long-term bullish takes highlight IBM’s leadership in quantum computing — analysts and commentators point to IBM’s clear roadmap, R&D resources and enterprise positioning as reasons it could be one of the better quantum plays over the next decade. What Is One of the Best Quantum Computing Stocks to Own for the Next 10 Years?
• Positive Sentiment: Coverage of the quantum sector frames IBM as a lower-risk way to get quantum exposure because it pairs quantum R&D with a diversified, cash-generating legacy business — a point that supports longer-term investor confidence. (MarketBeat summary)
• Positive Sentiment: Sector pieces forecasting quantum and AI growth (including Zacks’ roundup) list IBM among the industry winners, reinforcing a durable growth narrative that can support higher valuation expectations over time. Quantum Investing in 2026: Hit the Jackpot With the Best 3 Stocks
• Neutral Sentiment: IBM published views on AI trends for 2026 (expecting smarter models vs. simply bigger ones); this supports strategy credibility but is a gradual, not immediate, catalyst. What Will AI Progress Look Like in 2026? IBM Gives Its Prediction
• Neutral Sentiment: Zacks’ analyst model changes are mixed: small upward tweaks to FY2026/FY2027 and Q4/Q3 2026 EPS, alongside a tiny cut to a later-quarter estimate — overall not a major revision but it adds nuance to near-term expectations. (Research-note summaries)
• Negative Sentiment: Wall Street reaction to IBM’s recent Confluent acquisition remains mixed; some analysts see strategic upside for enterprise generative AI, while others remain cautious — the divergence can pressure the stock as investors reassess integration risk and near-term costs. Wall Street Has a Mixed Opinion in International Business Machines (IBM), Here’s Why
• Negative Sentiment: Intraday market data shows IBM’s decline is large enough to weigh on passive funds (VOO noted IBM as a contributor to its drop), indicating broad-market selling pressure beyond company-specific fundamentals. VOO is down 0.4% today, on IBM stock price movement

Analysts Set New Price Targets

A number of equities analysts recently weighed in on IBM shares. Bank of America boosted their target price on shares of International Business Machines from $310.00 to $315.00 and gave the stock a “buy” rating in a report on Thursday, October 23rd. Morgan Stanley lowered their price objective on shares of International Business Machines from $256.00 to $252.00 and set an “equal weight” rating on the stock in a research note on Thursday, October 23rd. Stifel Nicolaus raised their target price on shares of International Business Machines from $295.00 to $325.00 and gave the company a “buy” rating in a research note on Tuesday, December 9th. Erste Group Bank upgraded International Business Machines from a “hold” rating to a “buy” rating in a report on Friday, December 5th. Finally, Jefferies Financial Group upped their price objective on International Business Machines from $280.00 to $305.00 and gave the company a “hold” rating in a research note on Tuesday, October 21st. One analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat, International Business Machines presently has a consensus rating of “Moderate Buy” and an average target price of $293.38.

International Business Machines Stock Down 2.0%

Shares of IBM opened at $296.07 on Friday. The firm has a market cap of $276.75 billion, a P/E ratio of 35.42, a price-to-earnings-growth ratio of 2.95 and a beta of 0.70. The company has a debt-to-equity ratio of 1.97, a quick ratio of 0.89 and a current ratio of 0.93. International Business Machines Corporation has a 52 week low of $214.50 and a 52 week high of $324.90. The firm’s 50-day simple moving average is $304.87 and its 200 day simple moving average is $281.41.

International Business Machines (NYSE:IBM) last issued its quarterly earnings data on Wednesday, October 22nd. The technology company reported $2.65 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.45 by $0.20. International Business Machines had a return on equity of 37.76% and a net margin of 12.09%.The company had revenue of $16.33 billion during the quarter, compared to analysts’ expectations of $16.10 billion. During the same quarter in the previous year, the company posted $2.30 earnings per share. The business’s revenue was up 9.1% on a year-over-year basis. On average, analysts forecast that International Business Machines Corporation will post 10.78 earnings per share for the current year.

International Business Machines Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Wednesday, December 10th. Investors of record on Monday, November 10th were paid a $1.68 dividend. The ex-dividend date was Monday, November 10th. This represents a $6.72 annualized dividend and a yield of 2.3%. International Business Machines’s payout ratio is 80.38%.

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.