Citizens Financial Group Inc. RI Purchases 20,887 Shares of International Business Machines Corporation $IBM

Citizens Financial Group Inc. RI boosted its position in International Business Machines Corporation (NYSE:IBM) by 61.5% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 54,825 shares of the technology company’s stock after purchasing an additional 20,887 shares during the period. Citizens Financial Group Inc. RI’s holdings in International Business Machines were worth $15,469,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently made changes to their positions in IBM. Lifestyle Asset Management Inc. raised its position in International Business Machines by 1.7% in the second quarter. Lifestyle Asset Management Inc. now owns 2,144 shares of the technology company’s stock worth $632,000 after acquiring an additional 36 shares during the period. Whelan Financial grew its position in shares of International Business Machines by 2.4% during the 2nd quarter. Whelan Financial now owns 1,525 shares of the technology company’s stock valued at $450,000 after acquiring an additional 36 shares during the period. Ignite Planners LLC increased its stake in shares of International Business Machines by 0.9% in the 2nd quarter. Ignite Planners LLC now owns 3,964 shares of the technology company’s stock worth $1,133,000 after purchasing an additional 36 shares in the last quarter. Vishria Bird Financial Group LLC raised its holdings in International Business Machines by 3.0% in the 3rd quarter. Vishria Bird Financial Group LLC now owns 1,230 shares of the technology company’s stock worth $347,000 after purchasing an additional 36 shares during the period. Finally, TI Trust Inc. grew its holdings in International Business Machines by 0.8% during the third quarter. TI Trust Inc. now owns 4,492 shares of the technology company’s stock valued at $1,267,000 after purchasing an additional 37 shares during the period. Hedge funds and other institutional investors own 58.96% of the company’s stock.

International Business Machines News Summary

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

• Positive Sentiment: IBM finalized its acquisition of Confluent and hit a quantum milestone, reinforcing its data-streaming and advanced-computing strategy — a clear strategic catalyst for revenue and tech leadership. IBM’s Strategic Expansion: Confluent Acquisition Finalized and Quantum Milestone Reached
• Positive Sentiment: Analysts and research note that the Confluent deal should boost EBITDA and free cash flow through margin and scale improvements, supporting valuation upside and cash-return capacity. IBM’s (IBM) Confluent Deal Expected to Boost EBITDA and Free Cash Flow
• Positive Sentiment: Several analysts issued buy/upbeat commentary citing software acceleration and stronger growth prospects for 2026, which lifts investor confidence in forward earnings momentum. IBM Earns Buy Rating as Analysts See Software Acceleration Ahead in 2026
• Neutral Sentiment: Preview pieces outline expectations for IBM’s next earnings report (consensus looking for continued top-line and margin progress); results that beat/confirm guidance could reinforce the current rally. Here’s What to Expect From International Business Machines’ Next Earnings Report
• Neutral Sentiment: IBM research (with the National Retail Federation) finds AI influences shoppers before store visits, supporting demand for IBM’s AI/analytics offerings in retail — a positive narrative but not an immediate revenue shock. AI Is Influencing Shoppers Before They Enter Stores, IBM Study Says
• Neutral Sentiment: Market commentary asks whether it’s too late to buy IBM after a strong multi-year run — discussion focuses on valuation metrics (higher P/E) versus continued growth potential. Is It Too Late To Consider Buying IBM (IBM) After Its Strong Five Year Run?
• Neutral Sentiment: Feature pieces projecting a stronger 2026 point to upside if IBM sustains software/AI momentum, but they are forward-looking and contingent on execution. IBM Stock Had a Good 2025. It Could Have an Even Better 2026.
• Neutral Sentiment: Coverage of Datavault AI’s expanded collaboration with IBM highlights partner-led adoption of IBM edge/AI tech; Datavault’s own stock volatility is not a material event for IBM but signals ecosystem demand. What’s Going On With Datavault AI Stock Thursday?
• Neutral Sentiment: Reporting that Datavault shares fell after a major shareholder sale notes short-term partner-stock noise; this is relevant to the partnership narrative but not materially negative for IBM. Datavault AI (DVLT) Stock Falls Friday After Major Shareholder Dumps 14.7M Shares

International Business Machines Trading Up 0.5%

Shares of IBM stock opened at $304.36 on Monday. International Business Machines Corporation has a 12-month low of $214.50 and a 12-month high of $324.90. The company has a current ratio of 0.93, a quick ratio of 0.89 and a debt-to-equity ratio of 1.97. The stock’s 50-day moving average price is $303.55 and its 200-day moving average price is $281.90. The stock has a market capitalization of $284.49 billion, a price-to-earnings ratio of 36.41, a price-to-earnings-growth ratio of 2.82 and a beta of 0.70.

International Business Machines (NYSE:IBM) last announced its quarterly earnings results on Wednesday, October 22nd. The technology company reported $2.65 EPS for the quarter, beating 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 analyst estimates of $16.10 billion. During the same period in the prior year, the company earned $2.30 earnings per share. The firm’s revenue was up 9.1% on a year-over-year basis. Equities research analysts predict that International Business Machines Corporation will post 10.78 EPS for the current fiscal 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 paid 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 yield of 2.2%. International Business Machines’s dividend payout ratio is presently 80.38%.

Wall Street Analysts Forecast Growth

IBM has been the topic of several recent research reports. Bank of America raised their price objective on International Business Machines from $310.00 to $315.00 and gave the stock a “buy” rating in a research note on Thursday, October 23rd. Erste Group Bank raised shares of International Business Machines from a “hold” rating to a “buy” rating in a report on Friday, December 5th. Wall Street Zen cut shares of International Business Machines from a “buy” rating to a “hold” rating in a research note on Sunday. BMO Capital Markets lifted their target price on shares of International Business Machines from $300.00 to $305.00 and gave the company a “market perform” rating in a research note on Thursday, October 23rd. Finally, Oppenheimer began coverage on International Business Machines in a research note on Friday, November 21st. They issued an “outperform” rating and a $360.00 price target for the company. One equities 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 assigned a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $301.85.

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.