International Business Machines Corporation $IBM Shares Acquired by Intellectus Partners LLC

Intellectus Partners LLC raised its holdings in shares of International Business Machines Corporation (NYSE:IBM) by 81.6% in the third quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 5,506 shares of the technology company’s stock after buying an additional 2,474 shares during the period. Intellectus Partners LLC’s holdings in International Business Machines were worth $1,554,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in the business. Brighton Jones LLC boosted its stake in shares of International Business Machines by 12.4% during the 4th quarter. Brighton Jones LLC now owns 21,011 shares of the technology company’s stock worth $4,619,000 after acquiring an additional 2,323 shares in the last quarter. Sivia Capital Partners LLC lifted its holdings in shares of International Business Machines by 10.6% during the second quarter. Sivia Capital Partners LLC now owns 1,938 shares of the technology company’s stock valued at $571,000 after purchasing an additional 186 shares during the last quarter. Atlantic Union Bankshares Corp lifted its holdings in shares of International Business Machines by 191.4% during the second quarter. Atlantic Union Bankshares Corp now owns 18,468 shares of the technology company’s stock valued at $5,444,000 after purchasing an additional 12,130 shares during the last quarter. Ethos Financial Group LLC boosted its position in shares of International Business Machines by 70.3% in the 2nd quarter. Ethos Financial Group LLC now owns 4,232 shares of the technology company’s stock valued at $1,248,000 after purchasing an additional 1,747 shares during the period. Finally, Golden State Wealth Management LLC increased its stake in International Business Machines by 5.5% in the 2nd quarter. Golden State Wealth Management LLC now owns 1,594 shares of the technology company’s stock worth $470,000 after purchasing an additional 83 shares in the last quarter. Institutional investors and hedge funds own 58.96% of the company’s stock.

International Business Machines Stock Up 0.6%

International Business Machines stock opened at $258.19 on Friday. International Business Machines Corporation has a twelve month low of $214.50 and a twelve month 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. The firm has a market cap of $242.19 billion, a PE ratio of 23.16, a P/E/G ratio of 2.57 and a beta of 0.73. The firm’s 50 day moving average price is $281.73 and its two-hundred day moving average price is $283.99.

International Business Machines (NYSE:IBM) last issued its 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. International Business Machines had a net margin of 15.69% and a return on equity of 38.15%. The company had revenue of $19.69 billion during the quarter, compared to analyst estimates of $19.23 billion. During the same quarter last year, the business posted $3.92 EPS. The company’s revenue for the quarter was up 12.2% on a year-over-year basis. On average, research analysts predict that International Business Machines Corporation will post 10.78 EPS for the current fiscal year.

International Business Machines Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Tuesday, February 10th will be given a dividend of $1.68 per share. The ex-dividend date of this dividend is Tuesday, February 10th. This represents a $6.72 dividend on an annualized basis and a yield of 2.6%. International Business Machines’s dividend payout ratio (DPR) is presently 60.27%.

Wall Street Analysts Forecast Growth

Several analysts have issued reports on IBM shares. Weiss Ratings restated a “buy (b)” rating on shares of International Business Machines in a report on Thursday, January 22nd. 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. BMO Capital Markets restated a “market perform” rating and set a $350.00 price target on shares of International Business Machines in a report on Thursday, January 29th. Evercore upped their price target on shares of International Business Machines from $330.00 to $345.00 and gave the company an “outperform” rating in a research report on Thursday, January 29th. Finally, UBS Group raised shares of International Business Machines from a “sell” rating to a “neutral” rating and set a $236.00 price objective for the company in a research note on Wednesday, February 25th. One investment analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and eight have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, International Business Machines currently has a consensus rating of “Moderate Buy” and an average target price of $320.87.

Key International Business Machines News

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

• Positive Sentiment: IBM Research co-led the experimental creation and characterization of a never-before-seen “half‑Möbius” molecule, using a quantum‑computer + supercomputer workflow — a Science publication that showcases IBM’s quantum R&D leadership and the real scientific utility of its quantum stack (positive for long‑term differentiation and IP). IBM Uses Quantum-Supercomputer Combo to Model Newly Discovered Half-Möbius Molecule
• Positive Sentiment: IBM announced a partnership to integrate Deepgram’s speech‑to‑text / text‑to‑speech into watsonx Orchestrate, strengthening IBM’s enterprise voice and generative‑AI offerings and improving product competitiveness in conversational automation use cases. International Business Machines Corporation (IBM) Partners With Deepgram to Support Its Generative AI Solution
• Positive Sentiment: Reports detail new AI contracts and board expansion (including a reported US$112M Defense Commissary Agency electronic‑shelf‑label modernization deal and two new directors), which investors view as concrete revenue/contract wins and governance support for growth in AI services. IBM and University Researchers Create a Never-Before-Seen Molecule and Prove its Exotic Nature with Quantum Computing
• Positive Sentiment: Industry research named IBM among leaders in the Data Integration market (multi‑cloud platforms, AI‑driven data pipelines), reinforcing its enterprise software and services positioning where recurring revenue and cross‑sell matter. Data Integration Company Evaluation Report 2025
• Positive Sentiment: Analyst attention (UBS upgrade), insider buying and recent earnings beats have drawn investor focus back to IBM’s valuation and AI strategy, supporting near‑term sentiment. A Look At IBM (IBM) Valuation After UBS Upgrade Insider Buying And Solid Earnings
• Neutral Sentiment: Macro/industry coverage on AI “creative destruction” highlights structural tailwinds for AI infrastructure and services — a supportive backdrop but not an IBM‑specific catalyst today. Wall Street Sees AI’s ‘Creative Destruction’ Coming For Entire Companies
• Neutral Sentiment: Other quantum industry moves (e.g., Pasqal pursuing a SPAC) and startups scaling enterprise AI (Ivo) are market context — potential competition or validation of demand but not immediate IBM news. Pasqal plans public debut with Bleichroeder in $2bn SPAC deal
• Negative Sentiment: Some coverage flags valuation and legacy exposure risks (mainframe sensitivity) and notes a recent pullback in share performance despite upgrades — reminders that investor optimism over AI/quantum must be balanced against near‑term earnings mix and valuation. A Look At IBM (IBM) Valuation After UBS Upgrade Insider Buying And Solid Earnings

Insider Transactions at International Business Machines

In other news, Director David N. Farr purchased 1,000 shares of the business’s stock in a transaction dated Friday, January 30th. The stock was bought at an average cost of $304.00 per share, with a total value of $304,000.00. Following the purchase, the director directly owned 9,258 shares of the company’s stock, valued at approximately $2,814,432. This trade represents a 12.11% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, Director Michael Miebach purchased 434 shares of International Business Machines stock in a transaction dated Wednesday, February 25th. The shares were purchased at an average price of $233.33 per share, with a total value of $101,265.22. Following the completion of the acquisition, the director owned 434 shares in the company, valued at $101,265.22. The trade was a ∞ increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders acquired 1,484 shares of company stock worth $417,157 in the last 90 days. Corporate insiders own 0.18% of the company’s stock.

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.