Alpha Cubed Investments LLC Purchases 2,243 Shares of International Business Machines Corporation $IBM

Alpha Cubed Investments LLC increased its position in shares of International Business Machines Corporation (NYSE:IBM) by 27.9% during the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 10,276 shares of the technology company’s stock after buying an additional 2,243 shares during the period. Alpha Cubed Investments LLC’s holdings in International Business Machines were worth $2,899,000 at the end of the most recent quarter.

A number of other large investors also recently bought and sold shares of IBM. Brighton Jones LLC lifted its position in shares of International Business Machines by 12.4% during 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. Trinity Legacy Partners LLC acquired a new position in International Business Machines in the 2nd quarter worth approximately $203,000. Sivia Capital Partners LLC lifted its position in 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 period. Impact Capital Partners LLC raised its position in International Business Machines by 12.1% during the second quarter. Impact Capital Partners LLC now owns 1,227 shares of the technology company’s stock valued at $362,000 after acquiring an additional 132 shares in the last quarter. Finally, SOA Wealth Advisors LLC. lifted its stake in shares of International Business Machines by 17.6% in the 2nd quarter. SOA Wealth Advisors LLC. now owns 3,526 shares of the technology company’s stock valued at $1,039,000 after purchasing an additional 527 shares during the period. Institutional investors own 58.96% of the company’s stock.

International Business Machines Price Performance

Shares of IBM opened at $308.67 on Friday. The company has a market capitalization of $288.53 billion, a price-to-earnings ratio of 27.68, a price-to-earnings-growth ratio of 2.85 and a beta of 0.70. The company has a debt-to-equity ratio of 1.97, a quick ratio of 0.89 and a current ratio of 0.93. The firm has a 50-day simple moving average of $302.67 and a 200-day simple moving average of $282.98. International Business Machines Corporation has a fifty-two week low of $214.50 and a fifty-two week high of $324.90.

International Business Machines (NYSE:IBM) last issued its quarterly 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 firm had revenue of $19.69 billion during the quarter, compared to the consensus estimate of $19.23 billion. International Business Machines had a return on equity of 39.96% and a net margin of 15.69%.The company’s revenue for the quarter was up 12.2% on a year-over-year basis. During the same period last year, the company earned $3.92 earnings per share. On average, equities research analysts anticipate that International Business Machines Corporation will post 10.78 earnings per share for the current year.

International Business Machines Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 10th will be paid 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 dividend yield of 2.2%. International Business Machines’s dividend payout ratio is 80.38%.

Wall Street Analysts Forecast Growth

A number of equities analysts have weighed in on the stock. Erste Group Bank upgraded shares of International Business Machines from a “hold” rating to a “buy” rating in a research report on Friday, December 5th. Royal Bank Of Canada set a $361.00 price target on shares of International Business Machines in a research note on Thursday. Bank of America increased their target price on shares of International Business Machines from $315.00 to $335.00 and gave the stock a “buy” rating in a research note on Tuesday, January 13th. Wedbush lifted their target price on International Business Machines from $325.00 to $340.00 and gave the company an “outperform” rating in a research report on Thursday. Finally, Jefferies Financial Group increased their price target on International Business Machines from $360.00 to $370.00 and gave the company a “buy” rating in a research report on Thursday. One equities research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $327.93.

Key International Business Machines News

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

• Positive Sentiment: Q4 beat and upbeat 2026 outlook: IBM reported stronger-than-expected Q4 results (EPS $4.52; revenue $19.69B) and raised its revenue outlook for 2026 (management expects >5% revenue growth and higher free cash flow). Those results and guidance are being cited as the core reason investors are buying the stock. IBM beats fourth-quarter estimates, forecasts 5% revenue growth in 2026
• Positive Sentiment: AI and software momentum: Management said AI-related revenue topped ~$12.5B and software and infrastructure businesses showed double‑digit growth — driving margins, free cash flow, and investor confidence in IBM’s AI strategy. IBM Q4 Earnings Surpass Estimates on Strong Cloud and AI Momentum
• Positive Sentiment: Analyst upgrades and higher price targets: Several firms reacted positively — Evercore raised its target to $345 (outperform), Bank of America reiterated a buy with $340, and RBC highlighted IBM as a defensive AI play — adding buying pressure. Analyst price-target coverage
• Positive Sentiment: Strategic M&A — Confluent acquisition: IBM announced an ~$11B deal for Confluent to bolster real‑time data streaming and AI deployment, which investors view as accelerating IBM’s AI platform capabilities. Cloud Stocks: Analysis Of IBM’s Confluent Acquisition
• Neutral Sentiment: Dividend maintained: IBM declared a quarterly dividend of $1.68 per share (ex-dividend Feb 10), supporting income investors but not a growth catalyst. Dividend announcement / press release
• Neutral Sentiment: Small mixed analyst moves: JPMorgan nudged its target to $317 but kept a neutral rating — a modest endorsement that contrasts with higher targets from others and tempers upside expectations. JPMorgan price target update
• Negative Sentiment: Risks and skeptics: Some commentary (e.g., Seeking Alpha) points to execution risks, Red Hat headwinds previously noted by analysts, and concerns about integration/price of the Confluent deal — factors that could pressure the stock if results or synergies miss expectations. IBM: Limping Into 2026

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.