International Business Machines Corporation $IBM Holdings Boosted by Vest Financial LLC

Vest Financial LLC boosted its stake in shares of International Business Machines Corporation (NYSE:IBM) by 5.2% in the third quarter, Holdings Channel reports. The institutional investor owned 283,054 shares of the technology company’s stock after acquiring an additional 14,107 shares during the period. International Business Machines accounts for 1.0% of Vest Financial LLC’s holdings, making the stock its 9th biggest position. Vest Financial LLC’s holdings in International Business Machines were worth $79,867,000 at the end of the most recent reporting period.

Several other large investors have also recently made changes to their positions in the stock. Family CFO Inc bought a new position in International Business Machines in the second quarter worth about $25,000. Winnow Wealth LLC bought a new position in shares of International Business Machines during the 2nd quarter worth approximately $27,000. Mountain Hill Investment Partners Corp. purchased a new stake in International Business Machines during the third quarter valued at approximately $28,000. Highline Wealth Partners LLC boosted its stake in International Business Machines by 85.0% in the second quarter. Highline Wealth Partners LLC now owns 111 shares of the technology company’s stock valued at $33,000 after acquiring an additional 51 shares in the last quarter. Finally, Copia Wealth Management increased its position in shares of International Business Machines by 57.6% during the second quarter. Copia Wealth Management now owns 134 shares of the technology company’s stock worth $40,000 after purchasing an additional 49 shares in the last quarter. 58.96% of the stock is owned by institutional investors.

Key Stories Impacting International Business Machines

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

• Positive Sentiment: Analysts remain broadly confident in IBM’s AI-first strategy, highlighting ongoing buy-side support for the company’s transition to enterprise AI which underpins longer-term upside. IBM Shares: Analysts Maintain Confidence Amid AI-Driven Strategy
• Positive Sentiment: IBM launched a new enterprise AI platform push intended to accelerate customer adoption of watsonx and integrated solutions — a clear revenue-growth catalyst if adoption scales. What International Business Machines (IBM)’s New Enterprise AI Platform Push Means For Shareholders
• Positive Sentiment: DBS Bank upgraded IBM from Hold to Moderate Buy — a near-term positive for sentiment and could support buying interest from institutional investors. International Business Machines Stock Rating Upgraded by Dbs Bank
• Positive Sentiment: Partnerships and deployments (e& collaboration announced at Davos) expand IBM’s enterprise-grade agentic AI footprint for governance, compliance and mission-critical systems — strengthening sales pipeline and differentiation in regulated industries. e& and IBM Unveil Enterprise-Grade Agentic AI
• Positive Sentiment: Marketing and awareness initiatives (watsonx experiences around the Grammys) boost brand exposure for IBM’s AI stack, which can help pipeline and adoption momentum. IBM and the Recording Academy Release New watsonx Digital Experiences
• Neutral Sentiment: Analyst roundups suggest some expect a near-term rebound (one note flagged a potential ~8% rally), but these are forecasts rather than confirmed orders — watch for earnings/guide and large deal announcements. IBM To Rally Around 8%? Analyst Forecasts
• Neutral Sentiment: Several pieces assess IBM’s valuation and long-term returns; while AI-driven revenue growth supports higher multiples, the stock’s current P/E and leverage keep valuation in focus for some investors. Assessing IBM Valuation After Recent Share Price Strength
• Negative Sentiment: Short-term selling pressure and headline-driven losses: coverage noted IBM posted a larger-than-market drop in the latest session, reflecting profit-taking and sensitivity to macro/tech rotation. IBM Suffers a Larger Drop Than the General Market

International Business Machines Stock Performance

IBM opened at $291.11 on Wednesday. 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 Corporation has a 12-month low of $214.50 and a 12-month high of $324.90. The firm has a 50 day moving average of $302.94 and a two-hundred day moving average of $282.50. The firm has a market capitalization of $272.11 billion, a PE ratio of 34.82, a P/E/G ratio of 2.96 and a beta of 0.70.

International Business Machines (NYSE:IBM) last released its quarterly earnings data on Wednesday, October 22nd. The technology company reported $2.65 earnings per share for the quarter, topping analysts’ consensus estimates of $2.45 by $0.20. International Business Machines had a net margin of 12.09% and a return on equity of 37.76%. The firm had revenue of $16.33 billion for the quarter, compared to analyst estimates of $16.10 billion. During the same quarter in the prior year, the business earned $2.30 earnings per share. The business’s quarterly revenue was up 9.1% compared to the same quarter last year. On average, analysts anticipate that International Business Machines Corporation will post 10.78 EPS for the current year.

Wall Street Analysts Forecast Growth

Several research analysts recently weighed in on IBM shares. UBS Group restated a “sell” rating on shares of International Business Machines in a research note on Tuesday, December 9th. Jefferies Financial Group upgraded International Business Machines from a “hold” rating to a “buy” rating and boosted their price target for the stock from $300.00 to $360.00 in a research note on Monday, January 5th. Oppenheimer assumed coverage on shares of International Business Machines in a research note on Friday, November 21st. They issued an “outperform” rating and a $360.00 target price for the company. Dbs Bank upgraded shares of International Business Machines from a “hold” rating to a “moderate buy” rating in a research note on Monday. Finally, Wall Street Zen lowered shares of International Business Machines from a “buy” rating to a “hold” rating in a report on Sunday, January 11th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, five have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $305.29.

About International Business Machines

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.