MOR Wealth Management LLC Makes New $816,000 Investment in International Business Machines Corporation $IBM

MOR Wealth Management LLC acquired a new stake in International Business Machines Corporation (NYSE:IBM) in the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 2,756 shares of the technology company’s stock, valued at approximately $816,000.

Several other institutional investors and hedge funds have also recently bought and sold shares of IBM. Brighton Jones LLC raised its holdings in shares of International Business Machines by 12.4% in the fourth quarter. Brighton Jones LLC now owns 21,011 shares of the technology company’s stock valued at $4,619,000 after buying an additional 2,323 shares during the last quarter. Sivia Capital Partners LLC lifted its position in International Business Machines by 10.6% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,938 shares of the technology company’s stock worth $571,000 after acquiring an additional 186 shares during the period. Northwestern Mutual Wealth Management Co. grew its stake in shares of International Business Machines by 13.5% in the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 107,564 shares of the technology company’s stock valued at $31,708,000 after purchasing an additional 12,790 shares during the last quarter. First National Advisers LLC increased its holdings in shares of International Business Machines by 7.9% in the second quarter. First National Advisers LLC now owns 970 shares of the technology company’s stock valued at $286,000 after purchasing an additional 71 shares during the period. Finally, Millington Financial Advisors LLC acquired a new position in shares of International Business Machines in the second quarter valued at approximately $202,000. Hedge funds and other institutional investors own 58.96% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts recently weighed in on the company. Morgan Stanley decreased their price target on 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. Royal Bank Of Canada set a $361.00 price objective on shares of International Business Machines in a research report on Thursday, January 29th. Weiss Ratings reiterated a “buy (b)” rating on shares of International Business Machines in a research note on Thursday, January 22nd. Stifel Nicolaus raised their price objective 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, DZ Bank upgraded International Business Machines to a “hold” rating in a research report on Wednesday, February 11th. 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 stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $314.60.

Trending Headlines about 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%

Insider Activity

In other International Business Machines news, 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 cost of $304.00 per share, with a total value of $304,000.00. Following the purchase, the director directly owned 9,258 shares in the company, valued at approximately $2,814,432. This trade represents a 12.11% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available through this link. Also, Director Michael Miebach bought 434 shares of International Business Machines stock in a transaction that occurred on 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 purchase, the director owned 434 shares in the company, valued at $101,265.22. This represents a ∞ increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have acquired a total of 1,484 shares of company stock valued at $417,157 over the last 90 days. 0.27% of the stock is currently owned by insiders.

International Business Machines Price Performance

IBM stock opened at $236.36 on Monday. The firm has a 50 day moving average of $265.48 and a 200-day moving average of $284.67. The company has a market cap of $221.71 billion, a price-to-earnings ratio of 21.20, a PEG ratio of 2.37 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. International Business Machines Corporation has a 12-month low of $214.50 and a 12-month high of $324.90.

International Business Machines (NYSE:IBM) last released its quarterly earnings results on Wednesday, January 28th. The technology company reported $4.52 earnings per share for the quarter, topping analysts’ consensus estimates of $4.33 by $0.19. The business had revenue of $19.69 billion for the quarter, compared to analysts’ expectations of $19.23 billion. International Business Machines had a return on equity of 38.15% and a net margin of 15.69%.The company’s revenue was up 12.2% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $3.92 EPS. As a group, equities analysts expect that International Business Machines Corporation will post 10.78 EPS for the current fiscal year.

International Business Machines Announces Dividend

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

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.