International Business Machines Corporation $IBM Shares Acquired by Ferguson Wellman Capital Management Inc.

Ferguson Wellman Capital Management Inc. lifted its stake in shares of International Business Machines Corporation (NYSE:IBM) by 1.9% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 145,815 shares of the technology company’s stock after buying an additional 2,675 shares during the period. Ferguson Wellman Capital Management Inc.’s holdings in International Business Machines were worth $41,143,000 at the end of the most recent quarter.

A number of other large investors have also recently made changes to their positions in the stock. Baker Ellis Asset Management LLC purchased a new position in International Business Machines in the 3rd quarter worth $223,000. Kingswood Wealth Advisors LLC grew its stake in International Business Machines by 9.2% during the 3rd quarter. Kingswood Wealth Advisors LLC now owns 18,988 shares of the technology company’s stock valued at $5,358,000 after purchasing an additional 1,600 shares during the last quarter. Strategic Planning Group LLC increased its holdings in shares of International Business Machines by 44.3% in the third quarter. Strategic Planning Group LLC now owns 42,451 shares of the technology company’s stock valued at $11,978,000 after purchasing an additional 13,031 shares during the period. Birch Hill Investment Advisors LLC raised its stake in shares of International Business Machines by 2.3% in the third quarter. Birch Hill Investment Advisors LLC now owns 276,664 shares of the technology company’s stock worth $78,064,000 after purchasing an additional 6,327 shares during the last quarter. Finally, United Asset Strategies Inc. lifted its holdings in shares of International Business Machines by 2.1% during the third quarter. United Asset Strategies Inc. now owns 2,489 shares of the technology company’s stock worth $702,000 after purchasing an additional 52 shares during the period. 58.96% of the stock is owned by hedge funds and other institutional investors.

International Business Machines Stock Performance

Shares of NYSE IBM opened at $302.69 on Friday. The company has a market capitalization of $282.93 billion, a PE ratio of 36.21, a price-to-earnings-growth ratio of 2.75 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. The company’s fifty day moving average price is $303.61 and its 200 day moving average price is $281.94. 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 released its quarterly earnings data on Wednesday, October 22nd. The technology company reported $2.65 earnings per share for the quarter, beating analysts’ consensus estimates 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 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 earned $2.30 earnings per share. The firm’s revenue for the quarter was up 9.1% on a year-over-year basis. On average, research analysts predict that International Business Machines Corporation will post 10.78 earnings per share for the current year.

International Business Machines Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Wednesday, December 10th. Investors of record on Monday, November 10th were issued a $1.68 dividend. The ex-dividend date of this dividend was Monday, November 10th. This represents a $6.72 dividend on an annualized basis and a yield of 2.2%. International Business Machines’s dividend payout ratio is presently 80.38%.

Analysts Set New Price Targets

Several equities analysts recently weighed in on IBM shares. Morgan Stanley cut their price target on shares of International Business Machines from $256.00 to $252.00 and set an “equal weight” rating on the stock in a report on Thursday, October 23rd. Weiss Ratings raised shares of International Business Machines from a “hold (c+)” rating to a “buy (b)” rating in a report on Saturday, October 25th. 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. Wall Street Zen upgraded shares of International Business Machines from a “hold” rating to a “buy” rating in a research report on Saturday, January 3rd. Finally, BMO Capital Markets increased their price target on International Business Machines from $300.00 to $305.00 and gave the stock a “market perform” rating in a research report on Thursday, October 23rd. One investment analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $301.85.

Trending Headlines about International Business Machines

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

• Positive Sentiment: Jefferies upgraded IBM to Buy, citing expected software acceleration in 2026 driven by Red Hat momentum and hybrid-cloud acquisitions — a catalyst for multiple expansion and investor optimism. The Bull Case For International Business Machines
• Positive Sentiment: Analysts and commentators say IBM’s planned Confluent deal should be accretive — expected to boost EBITDA and free cash flow, supporting the buy-side thesis that acquisitions will drive nearer-term margin and cash metrics. IBM’s Confluent Deal Expected to Boost EBITDA and Free Cash Flow
• Positive Sentiment: Partnership/activity wins at the edge and in Web3 show commercial traction: Datavault AI expanded collaboration with IBM to deliver enterprise-grade AI at the edge in NYC and Philly, and Dfns (an IBM partner) integrated Concordium for identity-verified Web3 wallets — signals of demand for IBM’s AI and enterprise infrastructure ecosystem. Datavault AI expands collaboration with IBM
• Positive Sentiment: IBM’s own research (with the NRF) and coverage highlight AI influencing consumer behavior pre-store entry — a narrative that supports IBM Consulting and software-led services growth in retail and C-suite budgets for AI initiatives. AI Is Influencing Shoppers Before They Enter Stores
• Neutral Sentiment: Upcoming Q4 earnings preview pieces expect low double-digit EPS growth and will be watched for software revenue strength, Red Hat trends and guidance; the report is the next near-term catalyst. Here’s What to Expect From International Business Machines’ Next Earnings Report
• Negative Sentiment: Not all sell-side views flipped bullish: Bernstein (SocGen Group) maintained a Market Perform rating with a ~$280 price target, a reminder that some analysts see valuation and execution risks versus more optimistic forecasts. IBM Earns Buy Rating as Analysts See Software Acceleration Ahead in 2026

International Business Machines 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.