HORAN Wealth LLC Acquires 1,806 Shares of International Business Machines Corporation $IBM

Posted by Defense World Staff on Feb 5th, 2026

HORAN Wealth LLC lifted its stake in International Business Machines Corporation (NYSE:IBM – Free Report) by 179.2% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,814 shares of the technology company’s stock after purchasing an additional 1,806 shares during the period. HORAN Wealth LLC’s holdings in International Business Machines were worth $794,000 at the end of the most recent reporting period.

Several other hedge funds have also bought and sold shares of the stock. SouthState Bank Corp raised its stake in shares of International Business Machines by 8.0% in the third quarter. SouthState Bank Corp now owns 36,304 shares of the technology company’s stock worth $10,244,000 after buying an additional 2,690 shares during the period. IMG Wealth Management Inc. lifted its holdings in International Business Machines by 20.0% during the third quarter. IMG Wealth Management Inc. now owns 913 shares of the technology company’s stock valued at $258,000 after purchasing an additional 152 shares in the last quarter. Gallacher Capital Management LLC boosted its position in shares of International Business Machines by 479.6% in the third quarter. Gallacher Capital Management LLC now owns 4,214 shares of the technology company’s stock worth $1,189,000 after purchasing an additional 3,487 shares during the period. Optimize Financial Inc bought a new stake in shares of International Business Machines during the 3rd quarter valued at $1,567,000. Finally, Savant Capital LLC lifted its stake in shares of International Business Machines by 4.1% during the 3rd quarter. Savant Capital LLC now owns 62,238 shares of the technology company’s stock valued at $17,561,000 after buying an additional 2,456 shares in the last quarter. Institutional investors own 58.96% of the company’s stock.

International Business Machines Trading Down 1.8%

Shares of IBM opened at $288.93 on Thursday. The stock has a market capitalization of $270.07 billion, a PE ratio of 25.91, a P/E/G ratio of 2.95 and a beta of 0.69. The company’s fifty day moving average is $302.56 and its 200 day moving average is $283.48. The company has a debt-to-equity ratio of 1.67, a quick ratio of 0.92 and a current ratio of 0.96. International Business Machines Corporation has a fifty-two week low of $214.50 and a fifty-two week high of $324.90.

International Business Machines (NYSE:IBM – Get Free Report) last issued 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 business had revenue of $19.69 billion during the quarter, compared to analysts’ expectations of $19.23 billion. International Business Machines had a net margin of 15.69% and a return on equity of 38.15%. The business’s revenue was up 12.2% on a year-over-year basis. During the same period last year, the company posted $3.92 EPS. Sell-side analysts expect that International Business Machines Corporation will post 10.78 earnings per share for the current fiscal year.

International Business Machines Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 10th will be given a dividend of $1.68 per share. The ex-dividend date is Tuesday, February 10th. This represents a $6.72 dividend on an annualized basis and a yield of 2.3%. International Business Machines’s dividend payout ratio is 60.27%.

Insider Activity

In related news, Director David N. Farr bought 1,000 shares of the company’s stock in a transaction dated Friday, January 30th. The stock was purchased at an average price of $304.00 per share, for a total transaction of $304,000.00. Following the acquisition, the director owned 9,258 shares in the company, valued at $2,814,432. This trade 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 at this hyperlink. 0.18% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

A number of research firms have commented on IBM. UBS Group set a $317.00 price target on International Business Machines in a report on Thursday, January 29th. Morgan Stanley set a $304.00 price objective on shares of International Business Machines in a report on Thursday, January 29th. Argus set a $360.00 target price on shares of International Business Machines in a report on Friday, January 30th. Stifel Nicolaus upped their target price on shares of International Business Machines from $325.00 to $340.00 and gave the stock a “buy” rating in a research report on Thursday, January 29th. Finally, Oppenheimer set a $380.00 price target on shares of International Business Machines and gave the company an “outperform” rating in a report on Thursday, January 29th. One investment analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, five have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $330.07.

View Our Latest Analysis on International Business Machines

International Business Machines News Roundup

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

Positive Sentiment: Q4 results and analyst lifts — IBM’s Q4 beat (software, hybrid cloud and watsonx AI driving revenue) prompted price-target upgrades from firms including Bernstein and Stifel, supporting a constructive fundamental story. Bernstein and Stifel Lift IBM Price Targets After Q4 Results
Positive Sentiment: Corporate AI push — IBM launched a global RFP for AI-driven education and workforce solutions (Impact Accelerator), reinforcing its strategic AI/go-to-market initiatives that investors view as long-term growth drivers. IBM Opens Global RFP for AI-Driven Solutions
Positive Sentiment: Bullish media and insider activity — Jim Cramer reiterated a favorable view on IBM as an AI winner with a reasonable P/E, and recent insider purchases were reported, both of which can boost investor confidence. Jim Cramer Says “IBM’s the Rare AI Winner With a Fairly Low Price-to-Earnings Multiple”
Neutral Sentiment: Valuation and fund flows — Coverage pieces and ETF commentary note IBM’s recent share-strength and repositioning into tech/AI ETFs, but also raise mixed fair-value signals; these are longer-horizon considerations. Assessing IBM Valuation After Recent Share Price Strength
Neutral Sentiment: Merger paperwork around Confluent — Supplemental disclosures tied to the Confluent deal with an IBM subsidiary have surfaced amid shareholder suits; this creates legal/transactional noise but not an immediate earnings driver. Confluent Issues Supplemental Disclosures Amid Shareholder Lawsuits
Negative Sentiment: Competitive and technical pressure — IBM shares slipped after Anthropic announced new plugins that could encroach on IBM’s consulting and software revenue, and the stock broke below its 100-day moving average, triggering technical selling. As IBM Stock Breaks Below Its 100-Day Moving Average

International Business Machines Company Profile

(Free Report)

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.