Cerity Partners LLC Buys 6,632 Shares of International Business Machines Corporation $IBM

Cerity Partners LLC boosted its stake in shares of International Business Machines Corporation (NYSE:IBM) by 2.0% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 346,407 shares of the technology company’s stock after purchasing an additional 6,632 shares during the quarter. Cerity Partners LLC’s holdings in International Business Machines were worth $97,732,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other large investors have also added to or reduced their stakes in IBM. Family CFO Inc acquired a new position in shares of International Business Machines during the second quarter worth $25,000. Winnow Wealth LLC purchased a new stake in International Business Machines in the second quarter valued at about $27,000. Silicon Valley Capital Partners boosted its holdings in International Business Machines by 322.6% in the first quarter. Silicon Valley Capital Partners now owns 131 shares of the technology company’s stock worth $32,000 after acquiring an additional 100 shares in the last quarter. Highline Wealth Partners LLC grew its stake in shares of International Business Machines by 85.0% during the second quarter. Highline Wealth Partners LLC now owns 111 shares of the technology company’s stock worth $33,000 after acquiring an additional 51 shares during the last quarter. Finally, Copia Wealth Management increased its holdings in shares of International Business Machines by 57.6% during the second quarter. Copia Wealth Management now owns 134 shares of the technology company’s stock valued at $40,000 after acquiring an additional 49 shares in the last quarter. 58.96% of the stock is currently owned by institutional investors.

International Business Machines News Summary

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

• Positive Sentiment: Jefferies upgraded IBM to Buy, citing expected software acceleration from Red Hat momentum and hybrid-cloud deals — a direct analyst catalyst that can support upside. IBM Earns Buy Rating
• Positive Sentiment: IBM renewed its long-term technology partnership with The All England Lawn Tennis Club (Wimbledon), reinforcing recurring commercial relationships and marketing/brand reach for IBM’s AI and cloud services. IBM Announces Long-Term Renewal
• Positive Sentiment: Partner news: Dfns (an IBM partner) integrated Concordium to offer identity-verified Web3 wallets, highlighting IBM’s ecosystem exposure to regulated enterprise blockchain and compliance-ready Web3 solutions. IBM’s crypto partner Dfns integrates Concordium
• Positive Sentiment: IBM’s AI and quantum progress remain a thematic tailwind — coverage highlights the company’s 2025 gains and its positioning among top quantum computing plays, supporting a longer-term growth story. Why IBM Stock Gained 35% in 2025
• Neutral Sentiment: Analysts expect IBM’s upcoming fiscal Q4 to show low double‑digit EPS growth — that outlook reduces downside surprise risk but raises the stakes for execution against expectations. Here’s What to Expect From IBM’s Next Earnings Report
• Neutral Sentiment: IBM published thought leadership (IBM‑NRF study) on AI shaping retail decisions — useful for positioning but less likely to move the stock immediately. IBM-NRF Study
• Negative Sentiment: Valuation and momentum take‑back: coverage noting that recent share‑price momentum cooled and valuation is elevated (PE ~35) likely prompted profit‑taking and short‑term selling pressure. A Look At IBM Valuation After Recent Share Price Momentum Cools
• Negative Sentiment: Near-term uncertainty ahead of the earnings release and lower intraday volume amplify downside risk if results or guidance miss expectations. (Related market reaction covered in analyst/commentary pieces.) IBM Attracting Investor Attention

Wall Street Analyst Weigh In

A number of research analysts have issued reports on IBM shares. Morgan Stanley decreased their price target on shares of International Business Machines from $256.00 to $252.00 and set an “equal weight” rating for the company 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 target on the stock. Bank of America raised 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. Royal Bank Of Canada upped their price target on shares of International Business Machines from $300.00 to $350.00 and gave the company an “outperform” rating in a report on Monday. Finally, UBS Group restated a “sell” rating on shares of International Business Machines in a research note on Tuesday, December 9th. One research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $301.85.

International Business Machines Stock Performance

NYSE IBM opened at $296.84 on Thursday. The company has a debt-to-equity ratio of 1.97, a current ratio of 0.93 and a quick ratio of 0.89. The stock’s 50 day simple moving average is $303.75 and its 200-day simple moving average is $281.80. The company has a market cap of $277.46 billion, a PE ratio of 35.51, a price-to-earnings-growth ratio of 2.80 and a beta of 0.70. 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) last posted its quarterly earnings results on Wednesday, October 22nd. The technology company reported $2.65 earnings per share for the quarter, topping analysts’ consensus estimates of $2.45 by $0.20. The firm had revenue of $16.33 billion for the quarter, compared to analyst estimates of $16.10 billion. International Business Machines had a net margin of 12.09% and a return on equity of 37.76%. International Business Machines’s quarterly revenue was up 9.1% on a year-over-year basis. During the same period in the previous year, the business posted $2.30 earnings per share. As a group, equities research analysts anticipate that International Business Machines Corporation will post 10.78 EPS for the current fiscal year.

International Business Machines Dividend Announcement

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

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.