AE Wealth Management LLC Boosts Holdings in International Business Machines Corporation $IBM

AE Wealth Management LLC lifted its stake in shares of International Business Machines Corporation (NYSE:IBM) by 8.8% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 108,589 shares of the technology company’s stock after acquiring an additional 8,797 shares during the quarter. AE Wealth Management LLC’s holdings in International Business Machines were worth $30,640,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Mattson Financial Services LLC bought a new stake in shares of International Business Machines during the third quarter valued at approximately $852,000. Vise Technologies Inc. purchased a new position in shares of International Business Machines during the second quarter valued at approximately $16,565,000. Vanguard Group Inc. increased its position in shares of International Business Machines by 2.1% during the 2nd quarter. Vanguard Group Inc. now owns 95,051,475 shares of the technology company’s stock valued at $28,019,274,000 after purchasing an additional 1,913,708 shares during the last quarter. Thames Capital Management LLC purchased a new stake in shares of International Business Machines in the 2nd quarter worth $2,710,000. Finally, CWM LLC grew its stake in shares of International Business Machines by 3.0% during the 2nd quarter. CWM LLC now owns 122,623 shares of the technology company’s stock valued at $36,147,000 after acquiring an additional 3,537 shares during the period. 58.96% of the stock is owned by institutional investors and hedge funds.

Wall Street Analysts Forecast Growth

IBM has been the subject of several recent research reports. UBS Group reissued a “sell” rating on shares of International Business Machines in a report on Tuesday, December 9th. Oppenheimer assumed coverage on International Business Machines in a research report on Friday, November 21st. They issued an “outperform” rating and a $360.00 target price on the stock. BMO Capital Markets lifted their price objective on International Business Machines from $300.00 to $305.00 and gave the stock a “market perform” rating in a research report on Thursday, October 23rd. Dbs Bank raised shares of International Business Machines from a “hold” rating to a “moderate buy” rating in a research report on Monday, January 19th. Finally, Erste Group Bank upgraded shares of International Business Machines from a “hold” rating to a “buy” rating in a research note on Friday, December 5th. One research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $306.86.

International Business Machines Price Performance

NYSE:IBM opened at $294.47 on Thursday. The stock has a market capitalization of $275.25 billion, a PE ratio of 35.22, a P/E/G ratio of 2.85 and a beta of 0.70. International Business Machines Corporation has a 1-year low of $214.50 and a 1-year high of $324.90. The firm has a fifty day simple moving average of $302.31 and a 200 day simple moving average of $282.81. The company has a current ratio of 0.93, a quick ratio of 0.89 and a debt-to-equity ratio of 1.97.

International Business Machines (NYSE:IBM) last issued its earnings results on Wednesday, January 28th. The technology company reported $4.52 EPS for the quarter, topping the consensus estimate of $4.33 by $0.19. International Business Machines had a return on equity of 37.76% and a net margin of 12.09%.The company had revenue of $19.69 billion during the quarter, compared to the consensus estimate of $19.23 billion. During the same period in the previous year, the company posted $3.92 EPS. The firm’s revenue for the quarter was up 12.2% compared to the same quarter last year. On average, research analysts expect that International Business Machines Corporation will post 10.78 EPS for the current fiscal year.

Key International Business Machines News

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

• Positive Sentiment: Q4 earnings beat — IBM reported EPS of $4.52 vs. the Zacks consensus $4.33, beating expectations and marking year-over-year earnings growth. Article Title
• Positive Sentiment: Revenue beat and top-line momentum — Q4 revenue was $19.69B (up ~12% YoY) above estimates, driven by software and infrastructure demand. Strong top-line growth supports multiple expansion expectations. Article Title
• Positive Sentiment: 2026 revenue guidance above consensus — IBM gave FY‑2026 revenue guidance of about $70.9B vs. consensus ~$70.2B and projected >5% revenue growth and ~$1B higher free cash flow, signaling confidence in continued growth execution. Article Title
• Positive Sentiment: Generative AI traction — Management said the generative-AI business tops ~$12.5B, underscoring AI as the growth engine behind software and services momentum. AI revenue scale supports investor enthusiasm for recurring, higher‑margin sales. Article Title
• Positive Sentiment: Bullish analyst support — RBC reiterated an Outperform rating and highlighted IBM as a defensive AI play with a $350 target, adding institutional endorsement to the beat-and-guide narrative. Article Title
• Neutral Sentiment: Company materials available — IBM published a press release and slide deck with detailed results and segment breakdowns (software, infrastructure, consulting) for investors doing deeper diligence. Article Title
• Negative Sentiment: Some analyst caution remains — Evercore ISI reiterated an Underperform ahead of the print, reflecting doubts from some corners about valuation and near-term upside despite solid results. Divergent analyst views could cap gains if conviction weakens. Article Title

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.