BXM Wealth LLC Acquires 48,571 Shares of International Business Machines Corporation $IBM

BXM Wealth LLC boosted its holdings in International Business Machines Corporation (NYSE:IBM) by 1,028.6% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 53,293 shares of the technology company’s stock after buying an additional 48,571 shares during the period. International Business Machines makes up 1.5% of BXM Wealth LLC’s investment portfolio, making the stock its 20th biggest holding. BXM Wealth LLC’s holdings in International Business Machines were worth $15,786,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also bought and sold shares of IBM. Mountain Hill Investment Partners Corp. purchased a new position in shares of International Business Machines in the third quarter valued at $28,000. SWAN Capital LLC purchased a new stake in International Business Machines during the 3rd quarter worth about $28,000. Trifecta Capital Advisors LLC boosted its stake in International Business Machines by 129.1% in the 3rd quarter. Trifecta Capital Advisors LLC now owns 126 shares of the technology company’s stock worth $36,000 after purchasing an additional 71 shares during the period. American Wealth Advisors LLC bought a new position in International Business Machines in the 3rd quarter worth about $40,000. Finally, Davis Capital Management purchased a new position in International Business Machines during the 3rd quarter valued at about $54,000. Institutional investors own 58.96% of the company’s stock.

More International Business Machines News

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

• Positive Sentiment: IBM announced a strategic collaboration with Arm to develop dual‑architecture AI/data-center hardware, a move investors see as expanding IBM’s addressable market for enterprise AI infrastructure and improving competitive positioning. IBM Shares Rise 2% After Announcing Strategic Partnership With Arm
• Positive Sentiment: IBM struck a long-term R&D deal with ETH Zurich (10 years) to combine AI and quantum algorithm development — strengthens IBM’s pipeline in quantum-enabled AI capabilities that could drive premium services and long-term differentiation. IBM Partners with ETH Zurich on 10-Year AI and Quantum Computing Initiative
• Positive Sentiment: Coverage highlighting IBM’s progress in quantum (processors >1,000 qubits) reinforces the narrative that IBM is a leader in nascent, high-value technologies investors are watching for multi-year growth. My Top Quantum ETFs For The Next Trend That’s Bigger Than AI
• Neutral Sentiment: IBM continues customer/brand initiatives — a new campus Cyber Defense Range with Full Sail University and an experiential “Masters at Madison Square Park” event — improving visibility but with limited near-term revenue impact. Full Sail University to Open IBM Cyber Defense Range Powered by AWS and Cloud Range on Campus
• Neutral Sentiment: Third-party product/partner news (e.g., CrowdStrike integrations) signal ecosystem traction but are incremental to IBM’s direct revenue growth story. CrowdStrike Partnerships And AI Products Deepen Falcon Platform Consolidation Story
• Negative Sentiment: Despite positive strategic headlines, analysts and articles are flagging recent share-price weakness and mixed valuation metrics (YTD underperformance vs. multi-year gains), which can prompt profit-taking and damp near-term upside. Is It Time To Reassess IBM (IBM) After Recent Share Price Weakness?

Analysts Set New Price Targets

A number of research firms recently weighed in on IBM. Weiss Ratings reaffirmed a “buy (b)” rating on shares of International Business Machines in a report on Thursday, January 22nd. Morgan Stanley cut their price target on shares of International Business Machines from $304.00 to $247.00 and set an “equal weight” rating for the company in a report on Wednesday, February 25th. Dbs Bank upgraded shares of International Business Machines from a “hold” rating to a “moderate buy” rating in a research report on Monday, January 19th. Wall Street Zen cut shares of International Business Machines from a “buy” rating to a “hold” rating in a report on Sunday, January 11th. Finally, Stifel Nicolaus lifted their price objective on International Business Machines from $325.00 to $340.00 and gave the company a “buy” rating in a research note on Thursday, January 29th. 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 company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $314.60.

Insider Transactions at International Business Machines

In other news, Director Michael Miebach acquired 434 shares of the stock in a transaction on Wednesday, February 25th. The stock was acquired at an average price of $233.33 per share, with a total value of $101,265.22. Following the completion of the transaction, the director owned 434 shares of the company’s stock, valued at $101,265.22. This represents a ∞ increase in their position. The purchase was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, Director David N. Farr purchased 1,000 shares of the 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 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 disclosure for this purchase is available in the SEC filing. Insiders have bought a total of 1,484 shares of company stock worth $417,157 in the last ninety days. Insiders own 0.27% of the company’s stock.

International Business Machines Price Performance

IBM stock opened at $247.86 on Monday. The firm has a market cap of $232.50 billion, a P/E ratio of 22.23, a P/E/G ratio of 2.47 and a beta of 0.69. The firm’s fifty day moving average is $260.22 and its 200 day moving average is $284.21. International Business Machines Corporation has a 52 week low of $214.50 and a 52 week high of $324.90. 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 (NYSE:IBM) last announced its quarterly earnings results on Wednesday, January 28th. The technology company reported $4.52 EPS for the quarter, topping analysts’ consensus estimates of $4.33 by $0.19. International Business Machines had a return on equity of 38.15% and a net margin of 15.69%.The business had revenue of $19.69 billion for the quarter, compared to analysts’ expectations of $19.23 billion. During the same period in the previous year, the firm earned $3.92 EPS. The business’s quarterly revenue was up 12.2% on a year-over-year basis. Research analysts predict that International Business Machines Corporation will post 10.78 earnings per share for the current year.

International Business Machines Announces Dividend

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

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.