Abich Financial Wealth Management LLC purchased a new stake in shares of International Business Machines Corporation (NYSE:IBM – Free Report) during the 3rd quarter, according to its most recent disclosure with the SEC. The fund purchased 2,882 shares of the technology company’s stock, valued at approximately $813,000. International Business Machines comprises about 0.3% of Abich Financial Wealth Management LLC’s investment portfolio, making the stock its 22nd biggest position.
A number of other institutional investors have also added to or reduced their stakes in IBM. Mattson Financial Services LLC bought a new position in shares of International Business Machines in the third quarter worth $852,000. Vise Technologies Inc. purchased a new stake in International Business Machines during the 2nd quarter worth about $16,565,000. Vanguard Group Inc. boosted its stake in International Business Machines by 2.1% in the 2nd quarter. Vanguard Group Inc. now owns 95,051,475 shares of the technology company’s stock worth $28,019,274,000 after purchasing an additional 1,913,708 shares during the period. Thames Capital Management LLC purchased a new position in International Business Machines during the 2nd quarter valued at about $2,710,000. Finally, Twin Capital Management Inc. increased its position in shares of International Business Machines by 147.6% during the second quarter. Twin Capital Management Inc. now owns 19,932 shares of the technology company’s stock valued at $5,876,000 after buying an additional 11,882 shares during the period. 58.96% of the stock is currently owned by institutional investors and hedge funds.
Insider Buying and Selling
In related news, Director David N. Farr purchased 1,000 shares of the business’s stock in a transaction that occurred on Friday, January 30th. The shares were acquired at an average price of $304.00 per share, for a total transaction of $304,000.00. Following the completion of the acquisition, the director directly owned 9,258 shares in the company, valued at approximately $2,814,432. The trade was a 12.11% increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 0.18% of the stock is owned by insiders.
International Business Machines Stock Performance
International Business Machines (NYSE:IBM – Get Free Report) last posted its earnings results on Wednesday, January 28th. The technology company reported $4.52 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.33 by $0.19. The company had revenue of $19.69 billion for the quarter, compared to analysts’ expectations of $19.23 billion. International Business Machines had a return on equity of 38.15% and a net margin of 15.69%.International Business Machines’s quarterly revenue was up 12.2% on a year-over-year basis. During the same period last year, the firm earned $3.92 earnings per share. As a group, equities analysts anticipate that International Business Machines Corporation will post 10.78 EPS for the current year.
International Business Machines Announces Dividend
The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Tuesday, February 10th will be issued a dividend of $1.68 per share. This represents a $6.72 dividend on an annualized basis and a dividend yield of 2.6%. The ex-dividend date is Tuesday, February 10th. International Business Machines’s dividend payout ratio is currently 60.27%.
Key Headlines Impacting International Business Machines
Here are the key news stories impacting International Business Machines this week:
- Positive Sentiment: Confluent shareholders approved the merger agreement for IBM to acquire Confluent, adding streaming data/real-time analytics capabilities that strengthen IBM’s hybrid cloud and AI stack — a strategic, long-term positive for revenue and product positioning. Confluent Shareholders Approve IBM Acquisition Merger Agreement
- Positive Sentiment: Product momentum: IBM highlighted updates to FlashSystem and QRadar that reinforce its storage and security offerings — supports the company’s enterprise AI and hybrid-cloud revenue narrative. IBM AI FlashSystem And QRadar Updates Shape Storage And Security Story
- Neutral Sentiment: ETF/fund and dividend context: IBM remains a dividend stalwart often featured in dividend-aristocrat lists, supporting longer-term income-oriented demand even as short-term traders react to news. 3 Dividend Aristocrat Stocks To Buy for Reliable Income In 2026
- Neutral Sentiment: Third‑party partner visibility: Coverage around Datavault AI noted an IBM partnership that raises IBM’s ecosystem profile, but that mention is peripheral and unlikely to move IBM stock materially by itself. Datavault AI Death Cross Collides With IBM, Super Bowl Boost
- Negative Sentiment: Institutional trimming: A reported fund filing shows Advisors Asset Management reduced its IBM holding by ~11% (~20,967 shares), a modest but visible institutional sell signal. Fund Update: Advisors Asset Management, Inc. Just Disclosed New Holdings
- Negative Sentiment: Heavy put buying: Unusually large options activity — reported surge in put purchases — indicates elevated short-term bearish bets and risk hedging that amplify downward pressure. (No link available)
- Negative Sentiment: Broader selling signals and volume spike: Real‑time data shows large trading volume, notable institutional reductions (including large JPMorgan portfolio moves reported previously) and divergent analyst targets; the combination is likely increasing volatility and weigh on the stock today. $IBM stock is down 6% today. Here’s what we see in our data.
Analyst Ratings Changes
Several equities analysts recently commented on the stock. Dbs Bank raised shares of International Business Machines from a “hold” rating to a “moderate buy” rating in a research note on Monday, January 19th. JPMorgan Chase & Co. boosted their price target on shares of International Business Machines from $312.00 to $317.00 and gave the company a “neutral” rating in a research report on Thursday, January 29th. Wedbush increased their price objective on International Business Machines from $325.00 to $340.00 and gave the stock an “outperform” rating in a research report on Thursday, January 29th. Oppenheimer set a $380.00 target price on International Business Machines and gave the stock an “outperform” rating in a research report on Thursday, January 29th. Finally, Morgan Stanley set a $304.00 price target on International Business Machines in a report on Thursday, January 29th. One investment analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, five have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, International Business Machines presently has a consensus rating of “Moderate Buy” and an average price target of $330.07.
Check Out Our Latest Research Report on IBM
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.
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