Federated Hermes Inc. Has $38.47 Million Stock Position in International Business Machines Corporation $IBM

Federated Hermes Inc. increased its holdings in International Business Machines Corporation (NYSE:IBM) by 24.1% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 136,323 shares of the technology company’s stock after acquiring an additional 26,510 shares during the period. Federated Hermes Inc.’s holdings in International Business Machines were worth $38,465,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently bought and sold shares of IBM. Brighton Jones LLC lifted its position in International Business Machines by 12.4% in the 4th quarter. Brighton Jones LLC now owns 21,011 shares of the technology company’s stock worth $4,619,000 after buying an additional 2,323 shares in the last quarter. Trinity Legacy Partners LLC acquired a new position in shares of International Business Machines in the second quarter worth $203,000. Sivia Capital Partners LLC raised its holdings in shares of 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 worth $571,000 after acquiring an additional 186 shares in the last quarter. Impact Capital Partners LLC boosted 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 purchasing an additional 132 shares during the last quarter. Finally, SOA Wealth Advisors LLC. grew its stake in International Business Machines by 17.6% in the second 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 in the last quarter. Hedge funds and other institutional investors own 58.96% of the company’s stock.

Wall Street Analysts Forecast Growth

IBM has been the subject of a number of recent research reports. UBS Group set a $317.00 price target on International Business Machines in a research note on Thursday. Evercore ISI raised their price objective on shares of International Business Machines from $330.00 to $345.00 and gave the company an “outperform” rating in a research report on Thursday. Jefferies Financial Group lifted their target price on shares of International Business Machines from $360.00 to $370.00 and gave the company a “buy” rating in a research note on Thursday. Wall Street Zen downgraded shares of International Business Machines from a “buy” rating to a “hold” rating in a report on Sunday, January 11th. Finally, JPMorgan Chase & Co. lifted their price objective on shares of International Business Machines from $312.00 to $317.00 and gave the company a “neutral” rating in a research note on Thursday. One investment analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $327.93.

Trending Headlines about International Business Machines

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 Price Performance

Shares of International Business Machines stock opened at $308.67 on Friday. The company has a current ratio of 0.93, a quick ratio of 0.89 and a debt-to-equity ratio of 1.97. The firm has a fifty day simple moving average of $302.67 and a 200-day simple moving average of $282.98. The stock has a market capitalization of $288.53 billion, a price-to-earnings ratio of 27.68, a PEG ratio of 2.85 and a beta of 0.70. International Business Machines Corporation has a 1-year low of $214.50 and a 1-year high of $324.90.

International Business Machines (NYSE:IBM) last announced its earnings results on Wednesday, January 28th. The technology company reported $4.52 EPS for the quarter, topping the consensus estimate of $4.33 by $0.19. The firm 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 39.96%. The business’s quarterly revenue was up 12.2% on a year-over-year basis. During the same quarter last year, the firm posted $3.92 EPS. On average, sell-side analysts expect that International Business Machines Corporation will post 10.78 earnings per share for the current year.

International Business Machines Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Tuesday, February 10th will be given a dividend of $1.68 per share. This represents a $6.72 annualized dividend and a dividend yield of 2.2%. The ex-dividend date of this dividend is Tuesday, February 10th. International Business Machines’s payout ratio is currently 80.38%.

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.