Core Wealth Partners LLC Has $1.72 Million Stake in International Business Machines Corporation $IBM

Core Wealth Partners LLC lowered its position in shares of International Business Machines Corporation (NYSE:IBM) by 21.3% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 6,090 shares of the technology company’s stock after selling 1,652 shares during the period. Core Wealth Partners LLC’s holdings in International Business Machines were worth $1,718,000 at the end of the most recent reporting period.

Other large investors have also recently bought and sold shares of the company. MWA Asset Management boosted its stake in shares of International Business Machines by 5.0% during the third quarter. MWA Asset Management now owns 6,514 shares of the technology company’s stock valued at $1,838,000 after purchasing an additional 310 shares in the last quarter. Howard Capital Management Inc. raised its holdings in International Business Machines by 5.2% in the 3rd quarter. Howard Capital Management Inc. now owns 6,758 shares of the technology company’s stock valued at $1,907,000 after buying an additional 333 shares during the last quarter. Berman McAleer LLC acquired a new stake in International Business Machines during the 3rd quarter worth approximately $1,355,000. Private Wealth Partners LLC grew its holdings in International Business Machines by 4.3% during the 3rd quarter. Private Wealth Partners LLC now owns 2,760 shares of the technology company’s stock worth $779,000 after acquiring an additional 113 shares during the last quarter. Finally, National Pension Service increased its position in International Business Machines by 2.9% in the 3rd quarter. National Pension Service now owns 2,241,113 shares of the technology company’s stock valued at $632,352,000 after acquiring an additional 63,087 shares during the period. 58.96% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

IBM has been the topic of a number of recent research reports. Wall Street Zen lowered shares of International Business Machines from a “buy” rating to a “hold” rating in a report on Sunday, January 11th. BMO Capital Markets reaffirmed a “market perform” rating and set a $350.00 target price on shares of International Business Machines in a report on Thursday. Dbs Bank upgraded International Business Machines from a “hold” rating to a “moderate buy” rating in a research report on Monday, January 19th. Morgan Stanley set a $304.00 price objective on International Business Machines in a research report on Thursday. Finally, Royal Bank Of Canada set a $361.00 price objective on International Business Machines in a research note on Thursday. One research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus price target of $330.07.

Insider Activity at International Business Machines

In other news, Director David N. Farr bought 1,000 shares of the firm’s stock in a transaction that occurred on Friday, January 30th. The stock was acquired at an average cost of $304.00 per share, with a total value of $304,000.00. Following the transaction, the director directly owned 9,258 shares of the company’s stock, valued at approximately $2,814,432. This represents a 12.11% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 0.18% of the stock is currently owned by corporate insiders.

International Business Machines News Summary

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

• Positive Sentiment: Q4 beat and upgraded 2026 revenue outlook — IBM reported better‑than‑expected Q4 EPS and revenue, highlighted strong software and AI (watsonx/Red Hat) momentum, and gave FY‑2026 revenue guidance above Street consensus. These fundamentals are the primary driver of recent upside interest. IBM Q4 Earnings Surpass Estimates
• Positive Sentiment: AI & software growth narrative strengthened — Management said AI‑related revenue and software growth powered the quarter (software +14%, infrastructure +21%), and IBM is positioning with its Confluent acquisition to expand data streaming for AI workloads — a strategic tailwind for valuation. Analysis Of IBM’s Confluent Acquisition
• Positive Sentiment: Analyst upgrades and higher targets — Multiple firms lifted price targets and reiterated buy/outperform views after the quarter (Evercore to $345 outperf; JPMorgan raised its target). Upgrades add buying pressure and validate management’s AI story. Evercore Raises Target JPMorgan Raises IBM Target
• Positive Sentiment: Shareholder returns intact — IBM declared its quarterly dividend ($1.68 per share), supporting income investors and signaling confidence in cash flow. (Ex‑dividend date noted in company disclosures.)
• Positive Sentiment: Board addition brings operating experience — IBM elected Ramon L. Laguarta (former PepsiCo CEO) to the board, adding consumer‑sector and global ops expertise that investors often view as governance strength. IBM Elects Ramon L. Laguarta
• Neutral Sentiment: Large bond sale draws attention to funding and leverage — IBM has launched multi‑part bond offerings (euro and dollar) to fund deals and operations; investors are parsing issuance size, yields and the impact on balance‑sheet leverage. This is a funding update rather than an earnings surprise, so impact is mixed. IBM Bond Sale Puts Fresh Funding And Valuation In Investor Focus
• Negative Sentiment: Bearish/critical takes remain — Some analysts and commentaries highlight risks (execution, macro sensitivity, or areas of weakness) and published critical pieces framing cautionary scenarios that can pressure sentiment after initial euphoria. IBM: Limping Into 2026

International Business Machines Price Performance

Shares of IBM opened at $306.48 on Friday. The firm has a market cap of $286.48 billion, a PE ratio of 27.49, a price-to-earnings-growth ratio of 2.99 and a beta of 0.70. International Business Machines Corporation has a 52-week low of $214.50 and a 52-week high of $324.90. The business’s 50 day moving average price is $302.85 and its two-hundred day moving average price is $283.14. The company has a debt-to-equity ratio of 1.67, a quick ratio of 0.89 and a current ratio of 0.96.

International Business Machines (NYSE:IBM) last released its quarterly earnings data on Wednesday, January 28th. The technology company reported $4.52 earnings per share for the quarter, beating the consensus estimate of $4.33 by $0.19. International Business Machines had a net margin of 15.69% and a return on equity of 38.15%. The company had revenue of $19.69 billion during the quarter, compared to analyst estimates of $19.23 billion. During the same quarter in the previous year, the business posted $3.92 EPS. International Business Machines’s revenue for the quarter was up 12.2% compared to the same quarter last year. On average, equities analysts anticipate that International Business Machines Corporation will post 10.78 EPS for the current year.

International Business Machines Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 10th will be given a dividend of $1.68 per share. This represents a $6.72 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date of this dividend is Tuesday, February 10th. International Business Machines’s dividend payout ratio is 60.27%.

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.