International Business Machines Corporation $IBM Shares Acquired by Birinyi Associates Inc

Birinyi Associates Inc increased its stake in shares of International Business Machines Corporation (NYSE:IBM) by 27.7% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 23,201 shares of the technology company’s stock after acquiring an additional 5,030 shares during the period. International Business Machines comprises 1.7% of Birinyi Associates Inc’s holdings, making the stock its 16th largest position. Birinyi Associates Inc’s holdings in International Business Machines were worth $6,546,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other large investors also recently bought and sold shares of IBM. Brighton Jones LLC increased its holdings 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 valued at $4,619,000 after purchasing an additional 2,323 shares in the last quarter. Trinity Legacy Partners LLC acquired a new stake in International Business Machines during the second quarter valued at $203,000. Sivia Capital Partners LLC increased its holdings in International Business Machines by 10.6% in the second quarter. Sivia Capital Partners LLC now owns 1,938 shares of the technology company’s stock valued at $571,000 after buying an additional 186 shares in the last quarter. Park Avenue Securities LLC raised its position in shares of International Business Machines by 17.0% in the second quarter. Park Avenue Securities LLC now owns 27,966 shares of the technology company’s stock worth $8,244,000 after acquiring an additional 4,071 shares during the period. Finally, Narus Financial Partners LLC boosted its stake in shares of International Business Machines by 1.8% during the 2nd quarter. Narus Financial Partners LLC now owns 2,430 shares of the technology company’s stock worth $716,000 after acquiring an additional 42 shares in the last quarter. 58.96% of the stock is owned by institutional investors and hedge funds.

Trending Headlines about International Business Machines

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

• Positive Sentiment: IBM launched “Enterprise Advantage,” a new asset-based consulting service to help clients build, govern and operate internal AI platforms at scale — a direct revenue play into the growing demand for enterprise AI services. IBM Launches Enterprise Advantage Service
• Positive Sentiment: IBM and telecom operator e& announced deployment of enterprise-grade agentic AI (watsonx Orchestrate) for governance and compliance — a high-profile Davos announcement that signals large-customer adoption of IBM’s stack. e& and IBM Unveil Enterprise-Grade Agentic AI
• Positive Sentiment: Analysis highlights that IBM’s Infrastructure segment profit surged ~53%, driven by AI, hybrid cloud and mainframe demand — evidence of improving enterprise spending and higher-margin mix. Can IBM’s Focus on the Infrastructure Segment Aid the Stock?
• Positive Sentiment: BofA raised its price target to $335 while keeping a Buy rating, citing strong free cash flow and a shift to higher‑margin software despite some near-term margin pressure — an influential analyst upgrade that supports investor appetite. BofA lifts IBM target, sees strong cash flow despite near-term margin pressure
• Positive Sentiment: IBM’s own Institute for Business Value study projects AI will shift from efficiency to revenue generation by 2030, reinforcing the narrative of long-term demand for IBM’s AI and hybrid-cloud offerings. IBM Study: AI Poised to Drive Smarter Business Growth Through 2030
• Positive Sentiment: High-profile media/analyst endorsements — including Jim Cramer and a Motley Fool piece naming IBM as an attractive tech pick — add positive sentiment and may attract retail interest. Jim Cramer on International Business Machines
• Neutral Sentiment: Unrelated political trading notes referenced historical trades in IBM stock by a public official; no clear near-term impact on IBM fundamentals. Net Worth Update: Representative Judy Chu

International Business Machines Trading Up 2.6%

Shares of IBM stock opened at $305.82 on Tuesday. 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 twelve month low of $214.50 and a twelve month high of $324.90. The company’s 50-day moving average price is $303.39 and its 200-day moving average price is $282.50. The stock has a market cap of $285.86 billion, a price-to-earnings ratio of 36.58, a PEG ratio of 2.96 and a beta of 0.70.

International Business Machines (NYSE:IBM) last posted its earnings results on Wednesday, October 22nd. The technology company reported $2.65 earnings per share for the quarter, beating the consensus estimate of $2.45 by $0.20. The company had revenue of $16.33 billion for the quarter, compared to analyst estimates of $16.10 billion. International Business Machines had a net margin of 12.09% and a return on equity of 37.76%. International Business Machines’s revenue was up 9.1% on a year-over-year basis. During the same period in the previous year, the business posted $2.30 EPS. As a group, equities analysts predict that International Business Machines Corporation will post 10.78 earnings per share for the current year.

International Business Machines Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, December 10th. Shareholders of record on Monday, November 10th were given a $1.68 dividend. The ex-dividend date was Monday, November 10th. This represents a $6.72 dividend on an annualized basis and a yield of 2.2%. International Business Machines’s payout ratio is currently 80.38%.

Analyst Ratings Changes

Several equities analysts recently weighed in on IBM shares. Morgan Stanley cut their price target on International Business Machines from $256.00 to $252.00 and set an “equal weight” rating for the company in a research note on Thursday, October 23rd. BMO Capital Markets boosted their price objective on International Business Machines from $300.00 to $305.00 and gave the company a “market perform” rating in a research report on Thursday, October 23rd. UBS Group reiterated a “sell” rating on shares of International Business Machines in a research report on Tuesday, December 9th. Erste Group Bank raised shares of International Business Machines from a “hold” rating to a “buy” rating in a report on Friday, December 5th. Finally, Weiss Ratings raised shares of International Business Machines from a “hold (c+)” rating to a “buy (b)” rating in a report on Saturday, October 25th. One research analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $303.38.

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.