Advisors Management Group Inc. ADV Decreases Stake in International Business Machines Corporation $IBM

Advisors Management Group Inc. ADV lessened its holdings in shares of International Business Machines Corporation (NYSE:IBM) by 12.5% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 34,498 shares of the technology company’s stock after selling 4,914 shares during the period. International Business Machines accounts for approximately 1.9% of Advisors Management Group Inc. ADV’s investment portfolio, making the stock its 12th biggest position. Advisors Management Group Inc. ADV’s holdings in International Business Machines were worth $10,219,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. Smith Thornton Advisors LLC increased its stake in International Business Machines by 1.3% during the fourth quarter. Smith Thornton Advisors LLC now owns 4,678 shares of the technology company’s stock worth $1,386,000 after acquiring an additional 61 shares during the last quarter. Acropolis Investment Management LLC increased its position in shares of International Business Machines by 16.7% during the 4th quarter. Acropolis Investment Management LLC now owns 2,908 shares of the technology company’s stock worth $861,000 after purchasing an additional 417 shares during the last quarter. Worth Asset Management LLC raised its holdings in International Business Machines by 277.0% in the 4th quarter. Worth Asset Management LLC now owns 6,084 shares of the technology company’s stock valued at $1,802,000 after buying an additional 4,470 shares during the period. Mechanics Bank Trust Department lifted its position in International Business Machines by 12.7% in the fourth quarter. Mechanics Bank Trust Department now owns 3,909 shares of the technology company’s stock valued at $1,158,000 after buying an additional 439 shares during the last quarter. Finally, Bond & Devick Financial Network Inc. lifted its position in International Business Machines by 2.3% in the fourth quarter. Bond & Devick Financial Network Inc. now owns 2,934 shares of the technology company’s stock valued at $869,000 after buying an additional 67 shares during the last quarter. 58.96% of the stock is currently owned by institutional investors and hedge funds.

Key Stories Impacting International Business Machines

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

• Positive Sentiment: Quantum computing milestone may boost long‑term optionality: IBM reported that its quantum computer accurately simulated real magnetic materials (results match national lab data), a technical breakthrough that reinforces IBM’s leadership in quantum‑enabled R&D and potential future revenue streams. IBM Quantum Computer Accurately Simulates Real Magnetic Materials, Reproducing National Laboratory Data
• Positive Sentiment: Watsonx voice AI and agent enhancements could accelerate enterprise adoption: IBM partnered with ElevenLabs to add advanced, multilingual voice capabilities to watsonx Orchestrate and expanded security integrations with CrowdStrike, strengthening product differentiation for AI agents in regulated enterprises. IBM Expands watsonx Capability With Voice AI: Can it Fuel User Growth?
• Positive Sentiment: Open‑source and partner ecosystem moves support platform strategy: IBM contributed the llm-d project to CNCF and was highlighted as a Cloudera partner, signaling commitment to open infrastructure and channel reach that can help enterprise LLM adoption. IBM Pushes Open-Source AI Infrastructure with New llm-d Project
• Neutral Sentiment: Analysts expect continued earnings growth into Q1: Street models see low double‑digit EPS growth for FY2026 Q1, which supports expectations for continued margin expansion if execution holds. What to Expect From International Business Machines Q1 2026 Earnings Report
• Neutral Sentiment: Investor education and narrative pieces revisit IBM’s cloud/AI/consulting mix—useful context but less likely to move price immediately. What does IBM do? Inside its AI, cloud & consulting business
• Negative Sentiment: Workforce reshaping creates short‑term execution and sentiment risk: reports outline simultaneous job cuts and targeted hiring, which can cause investor concern about near‑term disruption and restructuring costs. IBM workforce changes 2026 explained: Why is IBM cutting jobs while planning to hire more?
• Negative Sentiment: Small analyst EPS downgrade and valuation pressure: Erste Group trimmed its FY2027 EPS estimate slightly and maintains a Hold, adding modest near‑term downward pressure when combined with the stock trading below its 50‑ and 200‑day averages. International Business Machines Stock Down 2.2%

International Business Machines Stock Performance

NYSE:IBM opened at $236.36 on Friday. International Business Machines Corporation has a 52 week low of $214.50 and a 52 week high of $324.90. The company has a fifty day simple moving average of $265.48 and a two-hundred day simple moving average of $284.47. The company has a quick ratio of 0.92, a current ratio of 0.96 and a debt-to-equity ratio of 1.67. The company has a market cap of $221.71 billion, a price-to-earnings ratio of 21.20, a price-to-earnings-growth ratio of 2.37 and a beta of 0.73.

International Business Machines (NYSE:IBM) last posted its quarterly earnings results 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 analyst estimates 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 revenue for the quarter was up 12.2% compared to the same quarter last year. During the same quarter last year, the company earned $3.92 EPS. As a group, equities analysts anticipate that International Business Machines Corporation will post 10.78 earnings per share for the current fiscal year.

International Business Machines Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Investors of record on Tuesday, February 10th were issued a $1.68 dividend. The ex-dividend date of this dividend was Tuesday, February 10th. This represents a $6.72 annualized dividend and a yield of 2.8%. International Business Machines’s dividend payout ratio (DPR) is 60.27%.

Insider Buying and Selling

In other International Business Machines news, Director Michael Miebach acquired 434 shares of the stock in a transaction dated Wednesday, February 25th. The stock was acquired at an average cost of $233.33 per share, with a total value of $101,265.22. Following the transaction, the director owned 434 shares in the company, valued at $101,265.22. The trade was a ∞ increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director David N. Farr acquired 1,000 shares of the company’s stock in a transaction dated Friday, January 30th. The stock was acquired 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 approximately $2,814,432. The trade was a 12.11% increase in their position. The SEC filing for this purchase provides additional information. Insiders purchased 1,484 shares of company stock valued at $417,157 in the last quarter. 0.27% of the stock is owned by insiders.

Analyst Ratings Changes

A number of brokerages have weighed in on IBM. DZ Bank upgraded shares of International Business Machines to a “hold” rating in a research report on Wednesday, February 11th. Wedbush restated an “outperform” rating and issued a $340.00 price objective on shares of International Business Machines in a report on Tuesday, February 24th. Wall Street Zen downgraded shares of International Business Machines from a “buy” rating to a “hold” rating in a report on Sunday, January 11th. Weiss Ratings reissued a “buy (b)” rating on shares of International Business Machines in a research report on Thursday, January 22nd. Finally, Argus set a $360.00 price target on International Business Machines in a research note on Friday, January 30th. One research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and eight have issued a Hold rating to the stock. According to data from MarketBeat.com, International Business Machines currently has a consensus rating of “Moderate Buy” and an average target price of $314.60.

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.