International Business Machines Corporation $IBM Position Decreased by Adams Diversified Equity Fund Inc.

Posted by Defense World Staff on Jan 7th, 2026

Adams Diversified Equity Fund Inc. trimmed its holdings in shares of International Business Machines Corporation (NYSE:IBM – Free Report) by 32.2% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 87,900 shares of the technology company’s stock after selling 41,800 shares during the period. Adams Diversified Equity Fund Inc.’s holdings in International Business Machines were worth $24,802,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also modified their holdings of IBM. Family CFO Inc acquired a new position in shares of International Business Machines in the second quarter worth about $25,000. Winnow Wealth LLC purchased a new stake in International Business Machines in the 2nd quarter worth about $27,000. Highline Wealth Partners LLC lifted its position in shares of International Business Machines by 85.0% in the second quarter. Highline Wealth Partners LLC now owns 111 shares of the technology company’s stock worth $33,000 after purchasing an additional 51 shares in the last quarter. Silicon Valley Capital Partners increased its stake in International Business Machines by 322.6% in the 1st quarter. Silicon Valley Capital Partners now owns 131 shares of the technology company’s stock valued at $32,000 after buying an additional 100 shares during the period. Finally, Copia Wealth Management increased its stake in shares of International Business Machines by 57.6% in the second quarter. Copia Wealth Management now owns 134 shares of the technology company’s stock worth $40,000 after acquiring an additional 49 shares during the last quarter. Institutional investors and hedge funds own 58.96% of the company’s stock.

International Business Machines Stock Up 2.5%

IBM opened at $302.26 on Wednesday. The business has a 50 day moving average of $303.98 and a 200-day moving average of $281.69. The stock has a market capitalization of $282.53 billion, a price-to-earnings ratio of 36.16, a P/E/G ratio of 2.73 and a beta of 0.70. The company has a current ratio of 0.93, a quick ratio of 0.89 and a debt-to-equity ratio of 1.97. International Business Machines Corporation has a 1-year low of $214.50 and a 1-year high of $324.90.

International Business Machines (NYSE:IBM – Get Free Report) last released its earnings results on Wednesday, October 22nd. The technology company reported $2.65 EPS for the quarter, beating the consensus estimate of $2.45 by $0.20. International Business Machines had a net margin of 12.09% and a return on equity of 37.76%. The firm had revenue of $16.33 billion during the quarter, compared to analysts’ expectations of $16.10 billion. During the same period in the prior year, the company earned $2.30 EPS. The business’s quarterly revenue was up 9.1% compared to the same quarter last year. As a group, sell-side analysts anticipate that International Business Machines Corporation will post 10.78 earnings per share for the current year.

International Business Machines Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Wednesday, December 10th. Stockholders of record on Monday, November 10th were given a dividend of $1.68 per share. The ex-dividend date of this dividend was Monday, November 10th. This represents a $6.72 dividend on an annualized basis and a dividend yield of 2.2%. International Business Machines’s dividend payout ratio is currently 80.38%.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently issued reports on the company. BMO Capital Markets lifted their price target on International Business Machines from $300.00 to $305.00 and gave the company a “market perform” rating in a report on Thursday, October 23rd. Oppenheimer started coverage on shares of International Business Machines in a report on Friday, November 21st. They issued an “outperform” rating and a $360.00 price objective for the company. Wall Street Zen upgraded International Business Machines from a “hold” rating to a “buy” rating in a report on Saturday. Jefferies Financial Group raised International Business Machines from a “hold” rating to a “buy” rating and boosted their price target for the stock from $300.00 to $360.00 in a research report on Monday. Finally, Stifel Nicolaus upped their price target on International Business Machines from $295.00 to $325.00 and gave the stock a “buy” rating in a research note on Tuesday, December 9th. One research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, five have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $301.85.

View Our Latest Stock Analysis on IBM

Key International Business Machines News

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

Positive Sentiment: Jefferies upgraded IBM to a buy and raised its price target (reported lift to $360 from $300), citing stronger 2026 AI and cloud growth prospects that underpin the stock’s near-term upside. Jefferies upgrades International Business Machines (IBM)
Positive Sentiment: Major financial press and analysts describe IBM as an “acceleration story,” repeating the theme that AI/cloud execution is improving and driving multiple upward revisions and bullish forecasts. IBM Stock Is an ‘Acceleration Story,’ Say Analysts. Why Adobe Doesn’t Get the Same Vote of Confidence.
Positive Sentiment: IBM extended a multi-year renewal as the official AI, cloud and digital transformation partner of The All England Lawn Tennis Club (Wimbledon), a marketing/technology win that showcases IBM’s AI capabilities to a global audience. IBM Announces Long-Term Renewal as the Official AI, Cloud and Digital Transformation Partner for The All England Lawn Tennis Club
Positive Sentiment: Retail and value-focused outlets (The Motley Fool, Zacks) are flagging IBM as a bargain or resilient name after recent gains, which can attract income and value-oriented buyers. 2 Top Bargain Stocks Ready for Bull Runs
Neutral Sentiment: Analysis on valuation notes that recent share-price momentum has cooled and IBM’s multiples (P/E elevated vs history) warrant caution; investors should weigh upside from execution against higher valuation. A Look At IBM (IBM) Valuation After Recent Share Price Momentum Cools
Neutral Sentiment: Options/technical commentators note the upgrade has pushed back bearish technical trends but highlight that a clear breakout requires follow-through volume and earnings cadence. Options Corner: IBM Upgrade Pushes Back Bearish Trends
Neutral Sentiment: Historical perspective pieces (Lou Gerstner obituary) remind investors of IBM’s long turnaround history but are not direct near-term catalysts. Lou Gerstner (1942-2025): The IBM chief who pulled off the technology world’s biggest turnaround

About International Business Machines

(Free Report)

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.