Focus Partners Wealth Purchases 21,078 Shares of International Business Machines Corporation $IBM

Focus Partners Wealth increased its holdings in International Business Machines Corporation (NYSE:IBM) by 10.6% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 220,660 shares of the technology company’s stock after purchasing an additional 21,078 shares during the quarter. Focus Partners Wealth’s holdings in International Business Machines were worth $62,309,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds also recently bought and sold shares of the company. Winnow Wealth LLC purchased a new stake in International Business Machines in the 2nd quarter worth approximately $27,000. Mountain Hill Investment Partners Corp. purchased a new position in shares of International Business Machines during the third quarter valued at approximately $28,000. SWAN Capital LLC purchased a new position in shares of International Business Machines during the third quarter valued at approximately $28,000. Trifecta Capital Advisors LLC raised its holdings in shares of International Business Machines by 129.1% during the third quarter. Trifecta Capital Advisors LLC now owns 126 shares of the technology company’s stock valued at $36,000 after acquiring an additional 71 shares in the last quarter. Finally, American Wealth Advisors LLC purchased a new stake in International Business Machines in the third quarter worth $40,000. Hedge funds and other institutional investors own 58.96% of the company’s stock.

Insider Buying and Selling

In other International Business Machines news, Director David N. Farr bought 1,000 shares of the stock in a transaction dated Friday, January 30th. The stock was purchased at an average cost of $304.00 per share, for a total transaction of $304,000.00. Following the completion of the acquisition, the director 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 transaction was disclosed in a filing with the SEC, which can be accessed through this link. Also, Director Michael Miebach purchased 434 shares of the company’s stock in a transaction dated Wednesday, February 25th. The stock was bought at an average cost of $233.33 per share, for a total transaction of $101,265.22. Following the completion of the transaction, the director owned 434 shares in the company, valued at approximately $101,265.22. This represents a ∞ increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have acquired 1,484 shares of company stock valued at $417,157 in the last ninety days. Insiders own 0.27% of the company’s stock.

International Business Machines Stock Performance

Shares of International Business Machines stock opened at $249.33 on Tuesday. International Business Machines Corporation has a 12 month low of $214.50 and a 12 month high of $324.90. The firm has a market capitalization of $233.88 billion, a P/E ratio of 22.36, a P/E/G ratio of 2.47 and a beta of 0.73. The company has a current ratio of 0.96, a quick ratio of 0.92 and a debt-to-equity ratio of 1.67. The business has a fifty day simple moving average of $275.90 and a two-hundred day simple moving average of $284.87.

International Business Machines (NYSE:IBM) last issued its quarterly earnings results on Wednesday, January 28th. The technology company reported $4.52 earnings per share (EPS) for the quarter, topping the consensus estimate 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 period last year, the business earned $3.92 EPS. International Business Machines’s quarterly revenue was up 12.2% compared to the same quarter last year. On average, equities analysts forecast that International Business Machines Corporation will post 10.78 earnings per share for the current fiscal year.

International Business Machines Dividend Announcement

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

International Business Machines News Roundup

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

• Positive Sentiment: IBM announced an expanded collaboration with NVIDIA to help enterprises operationalize AI at scale—work spans GPU-native analytics, intelligent document processing, on‑prem/regulatory deployments, cloud and consulting, which should accelerate IBM’s enterprise AI services and sales pipeline. IBM Announces Expanded Collaboration with NVIDIA to Advance AI for the Enterprise
• Positive Sentiment: NVIDIA’s new BlueField‑4 STX storage architecture—adopted by multiple cloud and AI providers—improves throughput and efficiency for large-context AI workloads; broader industry adoption of NVIDIA reference architectures benefits partners like IBM that integrate NVIDIA GPUs into enterprise solutions. NVIDIA Launches BlueField-4 STX Storage Architecture With Broad Industry Adoption
• Positive Sentiment: Market coverage flagged IBM as outperforming the broader market today, reflecting investor interest following the NVIDIA news and continued confidence in IBM’s AI and hybrid cloud strategy. Why IBM (IBM) Outpaced the Stock Market Today
• Positive Sentiment: Industry analysis highlights IBM’s strength in quantum and hybrid architectures, reinforcing its long‑term differentiation versus pure‑play quantum competitors and supporting investor confidence in diversified growth drivers. The New Threat IBM’s Quantum Computing Research Poses to D-Wave
• Neutral Sentiment: An analyst comparison piece positions IBM ahead of Workday on hybrid cloud and AI fundamentals, which may help sentiment but is part of a broader, competitive enterprise‑software landscape. WDAY vs. IBM: Which Enterprise Software Stock is the Better Buy Now?
• Neutral Sentiment: Coverage raises questions about IBM’s resilience in a potential AI-driven market downturn and flags execution risk amid intense competition from newer AI specialists—useful context for risk-minded investors. Can IBM Stock Withstand An AI-Driven Market Downturn?
• Neutral Sentiment: Reports note IBM’s interest in Confluent (pending offer) — M&A activity can be accretive but also adds execution and financing considerations; impact on IBM shares is uncertain until transaction details are clear. Is It Time To Reassess Confluent (CFLT) After The Pending IBM Takeover Offer
• Negative Sentiment: Competitors and ecosystem partners (e.g., Supermicro) are rolling out integrated NVIDIA‑based AI platforms that could intensify competition in hardware and system sales where IBM also competes. Supermicro Launches Seven AI Data Platform Solutions with NVIDIA and Leading Ecosystem Partners to Accelerate Enterprise AI Innovation

Analysts Set New Price Targets

A number of research analysts have issued reports on IBM shares. Wall Street Zen downgraded shares of International Business Machines from a “buy” rating to a “hold” rating in a research report on Sunday, January 11th. Erste Group Bank cut shares of International Business Machines from a “buy” rating to a “hold” rating in a research report on Wednesday, February 18th. Argus set a $360.00 target price on shares of International Business Machines in a research note on Friday, January 30th. Stifel Nicolaus boosted their price target on shares of International Business Machines from $325.00 to $340.00 and gave the company a “buy” rating in a research report on Thursday, January 29th. Finally, Sanford C. Bernstein restated a “market perform” rating on shares of International Business Machines in a report on Wednesday, December 10th. One investment analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and eight have given a Hold rating to the company. Based on data from MarketBeat, International Business Machines presently has a consensus rating of “Moderate Buy” and a consensus target price of $320.87.

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.