Dudley Capital Management LLC Buys 2,016 Shares of International Business Machines Corporation $IBM

Dudley Capital Management LLC increased its stake in International Business Machines Corporation (NYSE:IBM) by 22.0% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 11,160 shares of the technology company’s stock after buying an additional 2,016 shares during the quarter. International Business Machines makes up 1.4% of Dudley Capital Management LLC’s holdings, making the stock its 21st biggest position. Dudley Capital Management LLC’s holdings in International Business Machines were worth $3,149,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also added to or reduced their stakes in IBM. Brighton Jones LLC grew its holdings in International Business Machines by 12.4% during the fourth quarter. Brighton Jones LLC now owns 21,011 shares of the technology company’s stock worth $4,619,000 after purchasing an additional 2,323 shares during the period. Trinity Legacy Partners LLC acquired a new stake in shares of International Business Machines in the second quarter valued at approximately $203,000. Sivia Capital Partners LLC increased its holdings in shares of International Business Machines by 10.6% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,938 shares of the technology company’s stock worth $571,000 after acquiring an additional 186 shares during the last quarter. Oliver Lagore Vanvalin Investment Group bought a new stake in International Business Machines in the 2nd quarter valued at $59,000. Finally, Kingstone Capital Partners Texas LLC acquired a new stake in International Business Machines during the 2nd quarter valued at $4,036,000. 58.96% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about International Business Machines

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

• Positive Sentiment: BofA raised its price target to $335 and kept a Buy rating, citing a robust free-cash-flow outlook driven by a higher-margin software mix — a catalyst for multiple expansion and shareholder returns. BofA lifts IBM target, sees strong cash flow despite near-term margin pressure
• Positive Sentiment: Jim Cramer publicly endorsed IBM as inexpensive relative to its growth rate and praised management’s execution — media endorsements can amplify buying interest among retail investors. Jim Cramer on International Business Machines: “It’s Inexpensive Relative to Its Growth Rate”
• Positive Sentiment: Multiple bullish write-ups (The Motley Fool) list AI momentum, progress in quantum computing and a reliable dividend as reasons to buy — these narratives support a higher valuation if execution continues. 3 Reasons to Buy IBM Stock Right Now
• Neutral Sentiment: QuiverQuant’s politician-trading update notes historical disclosures involving IBM but contains no recent insider trades tied to material corporate news — limited immediate market impact. Net Worth Update: Representative Judy Chu Made an Estimated $213.5K in the Stock Market Last Month
• Neutral Sentiment: A Motley Fool piece contrasting IonQ and UiPath is largely about quantum vs. agentic AI timelines and not directly about IBM; it’s background context for the sector but not an IBM-specific catalyst. Should You Forget IonQ and Buy These 2 Tech Stocks Instead?
• Negative Sentiment: BofA also flagged near-term margin pressure (investments and mix shifts) even as FCF is strong — a reminder that margin volatility could weigh on short-term earnings and sentiment. BofA lifts IBM target, sees strong cash flow despite near-term margin pressure

Wall Street Analysts Forecast Growth

Several equities analysts have commented on IBM shares. Jefferies Financial Group upgraded shares of International Business Machines from a “hold” rating to a “buy” rating and upped their price objective for the company from $300.00 to $360.00 in a report on Monday, January 5th. Bank of America upped their price target on shares of International Business Machines from $315.00 to $335.00 and gave the company a “buy” rating in a research note on Tuesday, January 13th. Oppenheimer initiated 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. UBS Group restated a “sell” rating on shares of International Business Machines in a report on Tuesday, December 9th. Finally, Morgan Stanley lowered their target price on 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. One 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.com, the company presently has an average rating of “Moderate Buy” and an average price target of $303.38.

International Business Machines Price Performance

International Business Machines stock opened at $305.82 on Monday. 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 stock has a market capitalization of $285.86 billion, a P/E ratio of 36.58, a price-to-earnings-growth ratio of 2.96 and a beta of 0.70. The stock has a fifty day moving average of $303.46 and a 200-day moving average of $282.40.

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

International Business Machines Dividend Announcement

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