International Business Machines Corporation $IBM Shares Bought by Adell Harriman & Carpenter Inc.

Adell Harriman & Carpenter Inc. lifted its holdings in shares of International Business Machines Corporation (NYSE:IBM) by 4.7% during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 68,067 shares of the technology company’s stock after acquiring an additional 3,039 shares during the quarter. International Business Machines accounts for about 1.2% of Adell Harriman & Carpenter Inc.’s investment portfolio, making the stock its 25th biggest position. Adell Harriman & Carpenter Inc.’s holdings in International Business Machines were worth $19,206,000 as of its most recent SEC filing.

A number of other hedge funds have also recently bought and sold shares of IBM. Winnow Wealth LLC bought a new stake in shares of International Business Machines in the 2nd quarter worth about $27,000. Mountain Hill Investment Partners Corp. bought a new stake in International Business Machines in the third quarter valued at about $28,000. Trifecta Capital Advisors LLC raised 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 lifted its holdings in International Business Machines by 57.6% during the 2nd quarter. Copia Wealth Management now owns 134 shares of the technology company’s stock worth $40,000 after buying an additional 49 shares during the last quarter. Finally, Legacy Wealth Managment LLC ID lifted its holdings in International Business Machines by 48.5% during the 2nd 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 during the last quarter. Institutional investors and hedge funds own 58.96% of the company’s stock.

International Business Machines Stock Performance

Shares of IBM stock opened at $294.73 on Wednesday. International Business Machines Corporation has a 12-month low of $214.50 and a 12-month high of $324.90. The company has a debt-to-equity ratio of 1.67, a current ratio of 0.96 and a quick ratio of 0.92. The firm has a market capitalization of $275.49 billion, a price-to-earnings ratio of 26.43, a price-to-earnings-growth ratio of 3.16 and a beta of 0.69. The business has a 50 day simple moving average of $302.86 and a 200 day simple moving average of $283.45.

International Business Machines (NYSE:IBM) last announced its earnings results 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 return on equity of 38.15% and a net margin of 15.69%.The firm had revenue of $19.69 billion for the quarter, compared to the consensus estimate of $19.23 billion. During the same quarter in the previous year, the business earned $3.92 EPS. The firm’s revenue for the quarter was up 12.2% on a year-over-year basis. On average, equities research 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 announced a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Tuesday, February 10th will be given a $1.68 dividend. This represents a $6.72 dividend on an annualized basis and a yield of 2.3%. The ex-dividend date is Tuesday, February 10th. International Business Machines’s dividend payout ratio is currently 60.27%.

Wall Street Analysts Forecast Growth

Several equities research analysts recently issued reports on the company. Erste Group Bank raised International Business Machines from a “hold” rating to a “buy” rating in a research report on Friday, December 5th. Morgan Stanley set a $304.00 target price on shares of International Business Machines in a report on Thursday, January 29th. Sanford C. Bernstein reaffirmed a “market perform” rating on shares of International Business Machines in a report on Wednesday, December 10th. Bank of America increased their price objective on shares of International Business Machines from $315.00 to $335.00 and gave the stock a “buy” rating in a research note on Tuesday, January 13th. Finally, Wall Street Zen downgraded International Business Machines from a “buy” rating to a “hold” rating in a research note on Sunday, January 11th. One research 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. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $330.07.

International Business Machines News Summary

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

• Positive Sentiment: Q4 beat and upbeat outlook prompted analyst raises and ETF interest, supporting near-term demand for IBM shares. ETFs to Watch as IBM Shares Jump Following Q4 Earnings Beat
• Positive Sentiment: Several firms (Bernstein, Stifel and others) raised price targets after the quarter, indicating continued analyst conviction despite differing target levels. Bernstein and Stifel Lift IBM Price Targets After Q4 Results
• Positive Sentiment: Company push into enterprise AI and software is being highlighted as a durable growth driver, including board additions that strengthen go-to-market/enterprise relationships. IBM Deepens Enterprise AI Push As Board Adds PepsiCo Chief
• Positive Sentiment: Coverage pieces argue IBM’s software mix is reframing its market story and supporting higher-margin growth potential, a multi-quarter thematic tailwind. How Software Reframed IBM’s Market Story in 2026
• Positive Sentiment: Large federal and defense contracts (including a UK defence modernization deal) add recurring, high-margin revenue visibility and de-risk longer-term growth. Can IBM’s Lucrative Federal Contracts Boost Its Future Growth?
• Neutral Sentiment: Valuation is a mixed signal: some analysts raise targets while others (and valuation studies) say upside is already priced in — creating divergent views that increase volatility. Assessing IBM (IBM) Valuation After Recent Share Price Strength And Mixed Fair Value Signals
• Neutral Sentiment: Interest from funds and institutional moves are notable (mixed additions and trims), which can amplify intraday swings but don’t yet signal a directional change in fundamentals. $IBM stock is up 2% today. Here’s what we see in our data.
• Neutral Sentiment: Longer-term initiatives (quantum computing pilot projects, international revenue trends) are constructive but represent multi-year upside rather than near-term catalysts. Quantum Computing News: How Defense, IBM, and Wall Street Are Testing Real World Use
• Negative Sentiment: Some analysts and coverage explicitly warn the stock is approaching full valuation despite the beat, and at least one firm maintains a low target — a reason for profit-taking and the pullback today. Bernstein raises International Business Machines (IBM) target but flags full valuation after Q4 beat

Insider Buying and Selling

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

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.