Aventura Private Wealth LLC Invests $1.22 Million in International Business Machines Corporation $IBM

Aventura Private Wealth LLC acquired a new position in International Business Machines Corporation (NYSE:IBM) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 4,103 shares of the technology company’s stock, valued at approximately $1,215,000.

Several other large 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 valued at about $852,000. Waverton Investment Management Ltd boosted its holdings in shares of International Business Machines by 3.3% during the 3rd quarter. Waverton Investment Management Ltd now owns 993,743 shares of the technology company’s stock worth $280,439,000 after buying an additional 32,072 shares during the period. NEOS Investment Management LLC grew its stake in International Business Machines by 51.7% in the 3rd quarter. NEOS Investment Management LLC now owns 114,395 shares of the technology company’s stock valued at $32,278,000 after buying an additional 38,973 shares during the last quarter. American National Bank & Trust raised its holdings in International Business Machines by 26.2% in the 3rd quarter. American National Bank & Trust now owns 12,537 shares of the technology company’s stock valued at $3,537,000 after acquiring an additional 2,603 shares during the period. Finally, Advisors Capital Management LLC raised its holdings in International Business Machines by 3.8% in the 3rd quarter. Advisors Capital Management LLC now owns 347,155 shares of the technology company’s stock valued at $97,953,000 after acquiring an additional 12,623 shares during the period. Institutional investors and hedge funds own 58.96% of the company’s stock.

Insiders Place Their Bets

In other news, Director Michael Miebach bought 434 shares of the stock in a transaction dated Wednesday, February 25th. The stock was bought at an average price of $233.33 per share, for a total transaction of $101,265.22. Following the completion of the acquisition, the director directly owned 434 shares in the company, valued at approximately $101,265.22. This trade represents a ∞ increase in their position. The purchase was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, Director David N. Farr purchased 1,000 shares of the firm’s stock in a transaction that occurred on Friday, January 30th. The shares were acquired at an average cost of $304.00 per share, with a total value of $304,000.00. Following the completion of the transaction, the director directly owned 9,258 shares of the company’s stock, valued at $2,814,432. The trade was a 12.11% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have acquired a total of 1,484 shares of company stock worth $417,157 over the last ninety days. Insiders own 0.27% of the company’s stock.

International Business Machines Trading Down 1.7%

Shares of IBM stock opened at $246.12 on Friday. The stock has a market cap of $230.87 billion, a price-to-earnings ratio of 22.07, a PEG ratio of 2.51 and a beta of 0.73. The stock has a 50-day moving average of $271.85 and a 200-day moving average of $284.50. The company has a current ratio of 0.96, a quick ratio of 0.92 and a debt-to-equity ratio of 1.67. International Business Machines Corporation has a 1-year low of $214.50 and a 1-year high of $324.90.

International Business Machines (NYSE:IBM) last announced its quarterly earnings data on Wednesday, January 28th. The technology company reported $4.52 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $4.33 by $0.19. The company had revenue of $19.69 billion for the quarter, compared to the consensus estimate of $19.23 billion. International Business Machines had a return on equity of 38.15% and a net margin of 15.69%.The firm’s revenue was up 12.2% compared to the same quarter last year. During the same period in the previous year, the business earned $3.92 EPS. On average, equities research analysts forecast that International Business Machines Corporation will post 10.78 earnings per share for the current year.

International Business Machines Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Investors of record on Tuesday, February 10th were given a dividend of $1.68 per share. The ex-dividend date of this dividend was Tuesday, February 10th. This represents a $6.72 annualized dividend and a dividend yield of 2.7%. International Business Machines’s payout ratio is presently 60.27%.

Wall Street Analyst Weigh In

IBM has been the subject of a number of research analyst reports. BMO Capital Markets reduced their price objective on International Business Machines from $350.00 to $290.00 and set a “market perform” rating for the company in a report on Thursday. Wedbush reaffirmed an “outperform” rating and issued a $340.00 price objective on shares of International Business Machines in a report on Tuesday, February 24th. Dbs Bank raised International Business Machines from a “hold” rating to a “moderate buy” rating in a report on Monday, January 19th. Oppenheimer set a $380.00 price target on shares of International Business Machines and gave the company an “outperform” rating in a research note on Thursday, January 29th. Finally, Royal Bank Of Canada set a $361.00 target price on shares of International Business Machines in a research report on Thursday, January 29th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and eight have issued a Hold rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $314.60.

Key Headlines Impacting International Business Machines

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

• Positive Sentiment: Completed Confluent acquisition bolsters IBM’s AI and hybrid-cloud stack by adding real-time data streaming to feed AI models and automation—supports longer-term revenue synergies and positioning in enterprise AI. IBM Confluent Deal Puts Real Time Data At Core Of AI Story
• Positive Sentiment: Retail and TV-commentator attention has boosted short-term interest; previous endorsements (e.g., Jim Cramer mentions) continue to draw flows and chatter. International Business Machines Corporation (IBM) Shares Higher After Jim Cramer Advised In August To Step In Due To Fundamentals
• Neutral Sentiment: Zacks notes IBM as a trending/search interest stock — increased attention can amplify moves but does not by itself change fundamentals. International Business Machines Corporation (IBM) Is a Trending Stock: Facts to Know Before Betting on It
• Negative Sentiment: JPMorgan lowered its price target after the Confluent deal (from $317 to $283) and kept a Neutral rating—signal that some analysts see limited near-term upside or acquisition integration risk. JPMorgan Lowers IBM Target after Confluent Deal, Sees Balanced Risk/Reward
• Negative Sentiment: BMO cut its target from $350 to $290 (now Market Perform), and other outlets report analyst downgrades and pessimistic forecasts—these re-ratings increase selling pressure and reduce near-term upside expectations. BMO Lowers IBM Target
• Negative Sentiment: Unusually large options activity: traders bought a surge of put contracts (reported 88,456 puts), signaling significant hedging or bearish speculative bets that can amplify downside volatility. (Options flow reported 3/19)
• Negative Sentiment: Several recent articles highlight mixed/declining short-term momentum and Wall Street reassessment amid diverging analyst views—reinforces the narrative of uncertainty around near-term growth and valuation. Wall Street Reassesses IBM’s Trajectory Amid Diverging Analyst Views

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.