Elevation Point Wealth Partners LLC Raises Holdings in International Business Machines Corporation $IBM

Elevation Point Wealth Partners LLC increased its holdings in International Business Machines Corporation (NYSE:IBM) by 57.9% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 28,591 shares of the technology company’s stock after acquiring an additional 10,487 shares during the quarter. Elevation Point Wealth Partners LLC’s holdings in International Business Machines were worth $8,067,000 as of its most recent SEC filing.

Other institutional investors have also added to or reduced their stakes in the company. Vanguard Group Inc. lifted its position in shares of International Business Machines by 0.8% in the 3rd quarter. Vanguard Group Inc. now owns 95,776,307 shares of the technology company’s stock worth $27,024,243,000 after purchasing an additional 724,832 shares during the period. State Street Corp increased its holdings in International Business Machines by 0.3% during the second quarter. State Street Corp now owns 54,536,963 shares of the technology company’s stock valued at $16,076,406,000 after buying an additional 147,721 shares during the period. Capital World Investors raised its stake in International Business Machines by 13.9% in the third quarter. Capital World Investors now owns 17,045,156 shares of the technology company’s stock worth $4,809,461,000 after buying an additional 2,077,506 shares in the last quarter. Legal & General Group Plc lifted its holdings in International Business Machines by 2.5% during the third quarter. Legal & General Group Plc now owns 7,302,722 shares of the technology company’s stock worth $2,060,536,000 after buying an additional 176,219 shares during the period. Finally, Norges Bank bought a new stake in International Business Machines during the 2nd quarter valued at $2,011,122,000. Hedge funds and other institutional investors own 58.96% of the company’s stock.

Wall Street Analyst Weigh In

IBM has been the subject of several recent research reports. JPMorgan Chase & Co. boosted their price target on International Business Machines from $312.00 to $317.00 and gave the stock a “neutral” rating in a research report on Thursday, January 29th. Royal Bank Of Canada set a $361.00 target price on International Business Machines in a research note on Thursday, January 29th. DZ Bank upgraded shares of International Business Machines to a “hold” rating in a report on Wednesday, February 11th. Stifel Nicolaus increased 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, BMO Capital Markets reaffirmed a “market perform” rating and issued a $350.00 price objective on shares of International Business Machines in a research report on Thursday, January 29th. One 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’s stock. According to MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $320.87.

International Business Machines News Summary

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

• Positive Sentiment: IBM published a practical “quantum‑centric supercomputing” reference architecture that maps how quantum processors can be integrated with CPUs and GPUs — a clear strategic push to own early enterprise quantum and attract research/cloud customers. IBM Releases a New Blueprint for Quantum-Centric Supercomputing
• Positive Sentiment: IBM announced a partnership with Taiwan’s E.SUN Bank to deliver an enterprise AI governance framework — a commercial proof point that could help drive services and consulting revenue in regulated industries. IBM Teams Up With E.SUN Bank on AI Governance
• Positive Sentiment: Analysts continue to call IBM a top large-cap tech name alongside peers, which supports medium-term investor interest despite recent weakness. Analysts Are Bullish on Top Technology Stocks
• Positive Sentiment: Coverage highlights IBM’s “dual‑pronged” strategy (AI/hybrid cloud + quantum) to redefine enterprise computing — reinforces the company’s long-term narrative even as adoption timelines remain gradual. IBM’s Dual-Pronged Strategy to Redefine Computing Power
• Neutral Sentiment: IBM’s CFO gave interviews outlining priorities around AI, hybrid cloud and quantum — useful for strategic context but not new guidance. The Motley Fool Interviews IBM CFO Jim Kavanaugh
• Neutral Sentiment: Industry roundups and tech press reiterate IBM’s quantum roadmap and positioning; positive for brand/technology leadership but benefits are multi‑year. IBM Introduces Blueprint to Combine Quantum Computers with Traditional Supercomputers
• Negative Sentiment: Competitive/near‑term threat: Anthropic’s Claude Code announcement (automation for COBOL modernization) has sparked concerns that third‑party AI tools could displace some IBM mainframe/modernization services, and analysts/media point to that as a contributor to the year‑to‑date decline. IBM Has Fallen 16% as Anthropic Puts Them In The Bullseye
• Negative Sentiment: Market reaction: IBM shares slipped around the quantum blueprint release and have been under pressure from technicals (current price below 50‑ and 200‑day moving averages) and lower trading volume, prompting short‑term selling. What’s going on with IBM stock on Thursday?

International Business Machines Stock Performance

IBM opened at $246.37 on Friday. The company has a market cap of $231.10 billion, a P/E ratio of 22.10, a price-to-earnings-growth ratio of 2.47 and a beta of 0.73. The company has a quick ratio of 0.92, a current ratio of 0.96 and a debt-to-equity ratio of 1.67. The firm’s 50-day moving average price is $276.81 and its 200-day moving average price is $284.56. International Business Machines Corporation has a 52-week low of $214.50 and a 52-week high of $324.90.

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

International Business Machines Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Investors of record on Tuesday, February 10th were issued a $1.68 dividend. This represents a $6.72 annualized dividend and a yield of 2.7%. The ex-dividend date was Tuesday, February 10th. International Business Machines’s dividend payout ratio is 60.27%.

Insider Buying and Selling

In other International Business Machines news, Director David N. Farr purchased 1,000 shares of International Business Machines stock in a transaction on 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 transaction, the director owned 9,258 shares of the company’s stock, valued at $2,814,432. This represents a 12.11% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director Michael Miebach acquired 434 shares of the firm’s stock in a transaction on Wednesday, February 25th. The shares were acquired at an average price of $233.33 per share, with a total value of $101,265.22. Following the completion of the purchase, the director owned 434 shares in the company, valued at approximately $101,265.22. This trade 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 three months. 0.18% of the stock is currently owned by insiders.

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.