International Business Machines Corporation $IBM Holdings Raised by Bfsg LLC

Bfsg LLC boosted its position in shares of International Business Machines Corporation (NYSE:IBM) by 806.3% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 6,371 shares of the technology company’s stock after purchasing an additional 5,668 shares during the period. Bfsg LLC’s holdings in International Business Machines were worth $1,798,000 at the end of the most recent reporting period.

Other hedge funds also recently bought and sold shares of the company. Alesco Advisors LLC lifted its stake in shares of International Business Machines by 30.7% in the 3rd quarter. Alesco Advisors LLC now owns 1,604 shares of the technology company’s stock valued at $453,000 after purchasing an additional 377 shares during the last quarter. Rather & Kittrell Inc. raised its holdings in International Business Machines by 19.4% during the third quarter. Rather & Kittrell Inc. now owns 813 shares of the technology company’s stock valued at $229,000 after buying an additional 132 shares in the last quarter. Evergreen Capital Management LLC raised its holdings in International Business Machines by 9.3% during the third quarter. Evergreen Capital Management LLC now owns 13,781 shares of the technology company’s stock valued at $3,889,000 after buying an additional 1,177 shares in the last quarter. NBT Bank N A NY lifted its position in shares of International Business Machines by 10.8% in the third quarter. NBT Bank N A NY now owns 47,776 shares of the technology company’s stock worth $14,239,000 after buying an additional 4,663 shares during the last quarter. Finally, Lodestar Private Asset Management LLC boosted its stake in shares of International Business Machines by 54.2% during the 3rd quarter. Lodestar Private Asset Management LLC now owns 3,044 shares of the technology company’s stock worth $859,000 after acquiring an additional 1,070 shares in the last quarter. 58.96% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of research analysts recently weighed in on the company. Wall Street Zen downgraded International Business Machines from a “buy” rating to a “hold” rating in a research note on Sunday, January 11th. Sanford C. Bernstein reissued a “market perform” rating on shares of International Business Machines in a research report on Wednesday, December 10th. Weiss Ratings upgraded shares of International Business Machines from a “hold (c+)” rating to a “buy (b)” rating in a research note on Saturday, October 25th. Royal Bank Of Canada raised their target price on shares of International Business Machines from $300.00 to $350.00 and gave the company an “outperform” rating in a research note on Monday, January 5th. Finally, Oppenheimer assumed coverage on shares of International Business Machines in a research report on Friday, November 21st. They set an “outperform” rating and a $360.00 target price for the company. One research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $303.38.

International Business Machines News Summary

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

International Business Machines Trading Up 2.6%

Shares of IBM stock opened at $305.82 on Monday. The company has a market capitalization of $285.86 billion, a P/E ratio of 36.58, a P/E/G ratio of 2.96 and a beta of 0.70. International Business Machines Corporation has a 12-month low of $214.50 and a 12-month high of $324.90. The company has a quick ratio of 0.89, a current ratio of 0.93 and a debt-to-equity ratio of 1.97. The firm has a 50-day moving average price of $303.46 and a 200 day moving average price of $282.40.

International Business Machines (NYSE:IBM) last posted its quarterly earnings data on Wednesday, October 22nd. The technology company reported $2.65 EPS for the quarter, topping 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 for the quarter, compared to analyst estimates of $16.10 billion. During the same quarter in the previous year, the firm earned $2.30 earnings per share. The business’s revenue was up 9.1% on a year-over-year basis. Research analysts forecast that International Business Machines Corporation will post 10.78 earnings per share for the current fiscal year.

International Business Machines Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Wednesday, December 10th. Stockholders of record on Monday, November 10th were paid 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 dividend yield of 2.2%. International Business Machines’s dividend payout ratio is 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.