Global Assets Advisory LLC Purchases 3,024 Shares of International Business Machines Corporation $IBM

Global Assets Advisory LLC boosted its position in shares of International Business Machines Corporation (NYSE:IBM) by 33.5% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 12,044 shares of the technology company’s stock after buying an additional 3,024 shares during the period. International Business Machines makes up about 1.0% of Global Assets Advisory LLC’s portfolio, making the stock its 17th biggest holding. Global Assets Advisory LLC’s holdings in International Business Machines were worth $3,398,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. Whelan Financial grew its holdings in shares of International Business Machines by 2.4% in the second quarter. Whelan Financial now owns 1,525 shares of the technology company’s stock valued at $450,000 after purchasing an additional 36 shares in the last quarter. Ignite Planners LLC lifted its position in International Business Machines by 0.9% during the second quarter. Ignite Planners LLC now owns 3,964 shares of the technology company’s stock valued at $1,133,000 after purchasing an additional 36 shares during the last quarter. Vishria Bird Financial Group LLC grew its stake in shares of 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 buying an additional 36 shares in the last quarter. Prosperitas Financial LLC increased its holdings in shares of International Business Machines by 2.9% in the 3rd quarter. Prosperitas Financial LLC now owns 1,260 shares of the technology company’s stock worth $356,000 after buying an additional 36 shares during the last quarter. Finally, TI Trust Inc. raised its position in shares of International Business Machines by 0.8% during the 3rd quarter. TI Trust Inc. now owns 4,492 shares of the technology company’s stock valued at $1,267,000 after buying an additional 37 shares in the last quarter. Institutional investors own 58.96% of the company’s stock.

International Business Machines Price Performance

Shares of IBM stock opened at $292.43 on Friday. The company’s 50-day simple moving average is $302.13 and its two-hundred day simple moving average is $282.63. The company has a market capitalization of $273.35 billion, a P/E ratio of 34.98, a P/E/G ratio of 2.83 and a beta of 0.70. International Business Machines Corporation has a one year low of $214.50 and a one year high of $324.90. The company has a debt-to-equity ratio of 1.97, a current ratio of 0.93 and a quick ratio of 0.89.

International Business Machines (NYSE:IBM) last announced its quarterly earnings results on Wednesday, October 22nd. The technology company reported $2.65 earnings per share for the quarter, topping the consensus estimate 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 firm had revenue of $16.33 billion during the quarter, compared to analysts’ expectations of $16.10 billion. During the same quarter in the prior year, the company earned $2.30 EPS. The company’s revenue was up 9.1% compared to the same quarter last year. As a group, equities analysts anticipate that International Business Machines Corporation will post 10.78 EPS for the current year.

Wall Street Analyst Weigh In

Several research analysts recently commented on IBM shares. Morgan Stanley dropped their price target on International Business Machines from $256.00 to $252.00 and set an “equal weight” rating for the company in a research report on Thursday, October 23rd. Weiss Ratings reiterated a “buy (b)” rating on shares of International Business Machines in a report on Thursday. Dbs Bank raised International Business Machines from a “hold” rating to a “moderate buy” rating in a research report on Monday, January 19th. UBS Group restated a “sell” rating on shares of International Business Machines in a research report on Tuesday, December 9th. Finally, BMO Capital Markets lifted their price objective on shares of International Business Machines from $300.00 to $305.00 and gave the stock a “market perform” rating in a research note on Thursday, October 23rd. One analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $306.86.

Key Headlines Impacting International Business Machines

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

• Positive Sentiment: JPMorgan and other analysts are bullish — a JPMorgan analyst said IBM’s stock is likely to rise, and other outlets report the stock trading higher following an analyst upgrade, providing near‑term buying interest ahead of earnings. International Business Machines (NYSE:IBM) Stock Price Expected to Rise Trading 2.1% Higher After Analyst Upgrade
• Positive Sentiment: Evercore ISI raised its price target to $330 and added IBM to a tactical outperform list — a clear signal that some brokers see upside from current levels. Evercore ISI raises IBM price target to $330
• Positive Sentiment: Jefferies reiterates a Buy and sees potential reacceleration in software growth heading into the print — this supports expectations for upward estimate revisions in 2026. IBM software growth seen reaccelerating ahead of earnings: Jefferies
• Positive Sentiment: Research and product catalysts: IBM’s new machine‑learning model for chip design (with Ansys and DARPA) is being touted as meaningful for next‑gen chips — a longer‑term tech differentiator tied to its AI strategy. Why IBM’s New Machine‑Learning Model Is a Big Deal
• Positive Sentiment: Multiple earnings previews (Seeking Alpha, Zacks, The Motley Fool) highlight stronger Q4 prospects driven by consulting (AI uptake, Microsoft partnership), software/watsonx tailwinds and the Confluent deal — these previews raise the odds of an upside surprise. IBM Q4 Earnings Preview Unlocking Q4 Potential of IBM
• Neutral Sentiment: Reminder: IBM’s earnings date is Jan. 28 — expectations are elevated, so the report could amplify volatility. Mark Your Calendars for January 28
• Neutral Sentiment: Analyst commentary and roundup pieces (CNBC/Benzinga, Yahoo) largely expect a solid quarter but differ on valuation timing — useful for positioning but not immediate catalysts. CNBC Final Trades
• Negative Sentiment: Short‑term price weakness: coverage notes and market pieces report the stock has slid recently despite higher targets — signaling profit‑taking and that upgrades aren’t fully translating into immediate gains. IBM Stock Slides Even as Analysts Raise Targets

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.