International Business Machines Corporation $IBM Shares Purchased by Mutual Advisors LLC

Mutual Advisors LLC increased its position in shares of International Business Machines Corporation (NYSE:IBM) by 6.6% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 31,749 shares of the technology company’s stock after purchasing an additional 1,972 shares during the quarter. Mutual Advisors LLC’s holdings in International Business Machines were worth $9,049,000 at the end of the most recent reporting period.

A number of other large investors have also recently bought and sold shares of IBM. Winnow Wealth LLC acquired a new stake in shares of International Business Machines in the second quarter valued at approximately $27,000. Mountain Hill Investment Partners Corp. bought a new position in International Business Machines during the 3rd quarter valued at $28,000. Trifecta Capital Advisors LLC boosted its stake in International Business Machines by 129.1% during the third quarter. Trifecta Capital Advisors LLC now owns 126 shares of the technology company’s stock valued at $36,000 after buying an additional 71 shares in the last quarter. Copia Wealth Management boosted its position in shares of International Business Machines by 57.6% during the 2nd quarter. Copia Wealth Management now owns 134 shares of the technology company’s stock valued at $40,000 after purchasing an additional 49 shares in the last quarter. Finally, Legacy Wealth Managment LLC ID boosted its holdings in International Business Machines by 48.5% during the second quarter. Legacy Wealth Managment LLC ID now owns 147 shares of the technology company’s stock worth $43,000 after buying an additional 48 shares in the last quarter. Institutional investors own 58.96% of the company’s stock.

Insider Activity at International Business Machines

In related news, Director David N. Farr bought 1,000 shares of the business’s stock in a transaction on Friday, January 30th. The shares were purchased at an average price of $304.00 per share, with a total value of $304,000.00. Following the completion of the purchase, the director owned 9,258 shares of the company’s stock, valued at $2,814,432. This represents a 12.11% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is available at this hyperlink. Insiders own 0.18% of the company’s stock.

International Business Machines Stock Performance

International Business Machines stock opened at $306.48 on Friday. International Business Machines Corporation has a 52-week low of $214.50 and a 52-week high of $324.90. The firm has a market capitalization of $286.48 billion, a P/E ratio of 27.49, a P/E/G ratio of 2.99 and a beta of 0.70. The stock has a fifty day moving average price of $302.85 and a two-hundred day moving average price of $283.15. The company has a debt-to-equity ratio of 1.67, a current ratio of 0.96 and a quick ratio of 0.89.

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

International Business Machines Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Tuesday, February 10th will be paid 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 payout ratio is 60.27%.

Analysts Set New Price Targets

A number of equities analysts recently weighed in on IBM shares. Dbs Bank upgraded International Business Machines from a “hold” rating to a “moderate buy” rating in a research report on Monday, January 19th. Royal Bank Of Canada set a $361.00 target price on shares of International Business Machines in a research report on Thursday. Wall Street Zen lowered International Business Machines from a “buy” rating to a “hold” rating in a report on Sunday, January 11th. Morgan Stanley set a $304.00 price objective on shares of International Business Machines in a research note on Thursday. Finally, Sanford C. Bernstein restated a “market perform” rating on shares of International Business Machines in a report on Wednesday, December 10th. One investment analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, International Business Machines presently has a consensus rating of “Moderate Buy” and an average price target of $330.07.

Key Stories Impacting International Business Machines

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 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.