Core Wealth Partners LLC Has $1.72 Million Stock Holdings in International Business Machines Corporation $IBM

Core Wealth Partners LLC reduced its holdings in shares of International Business Machines Corporation (NYSE:IBM) by 21.3% in the third quarter, Holdings Channel reports. The institutional investor owned 6,090 shares of the technology company’s stock after selling 1,652 shares during the period. Core Wealth Partners LLC’s holdings in International Business Machines were worth $1,718,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in IBM. MWA Asset Management raised its holdings in shares of International Business Machines by 5.0% in the 3rd quarter. MWA Asset Management now owns 6,514 shares of the technology company’s stock worth $1,838,000 after acquiring an additional 310 shares during the last quarter. Howard Capital Management Inc. lifted its stake in International Business Machines by 5.2% during the 3rd quarter. Howard Capital Management Inc. now owns 6,758 shares of the technology company’s stock valued at $1,907,000 after acquiring an additional 333 shares in the last quarter. Berman McAleer LLC purchased a new position in International Business Machines during the 3rd quarter worth $1,355,000. Private Wealth Partners LLC grew its stake in shares of International Business Machines by 4.3% in the 3rd quarter. Private Wealth Partners LLC now owns 2,760 shares of the technology company’s stock worth $779,000 after acquiring an additional 113 shares in the last quarter. Finally, National Pension Service raised its holdings in shares of International Business Machines by 2.9% in the third quarter. National Pension Service now owns 2,241,113 shares of the technology company’s stock valued at $632,352,000 after purchasing an additional 63,087 shares during the last quarter. 58.96% of the stock is owned by institutional investors.

Wall Street Analyst Weigh In

A number of equities research analysts have issued reports on the stock. Weiss Ratings reaffirmed a “buy (b)” rating on shares of International Business Machines in a research report on Thursday, January 22nd. Erste Group Bank raised International Business Machines from a “hold” rating to a “buy” rating in a report on Friday, December 5th. Royal Bank Of Canada set a $361.00 price target on International Business Machines in a research report on Thursday. BMO Capital Markets reissued a “market perform” rating and issued a $350.00 price objective on shares of International Business Machines in a research report on Thursday. Finally, Bank of America raised their target price on International Business Machines from $315.00 to $335.00 and gave the company a “buy” rating in a research report on Tuesday, January 13th. One analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, five have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, International Business Machines has a consensus rating of “Moderate Buy” and an average price target of $330.07.

Insider Activity at International Business Machines

In other International Business Machines news, Director David N. Farr acquired 1,000 shares of the business’s stock in a transaction that occurred 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 acquisition, the director owned 9,258 shares in the company, valued at approximately $2,814,432. This represents a 12.11% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is accessible through the SEC website. Insiders own 0.18% of the company’s stock.

International Business Machines Stock Performance

Shares of IBM opened at $306.48 on Friday. International Business Machines Corporation has a 1 year low of $214.50 and a 1 year high of $324.90. The company has a debt-to-equity ratio of 1.67, a current ratio of 0.96 and a quick ratio of 0.89. The stock’s fifty day moving average price is $302.85 and its two-hundred day moving average price is $283.14. The firm has a market cap of $286.48 billion, a PE ratio of 27.49, a PEG ratio of 2.99 and a beta of 0.70.

International Business Machines (NYSE:IBM) last announced its quarterly earnings data 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. International Business Machines had a return on equity of 38.15% and a net margin of 15.69%.The company had revenue of $19.69 billion during the quarter, compared to analyst estimates of $19.23 billion. During the same quarter last year, the firm posted $3.92 EPS. The firm’s revenue for the quarter was up 12.2% on a year-over-year basis. On average, equities research analysts forecast that International Business Machines Corporation will post 10.78 EPS for the current year.

International Business Machines Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 10th will be given a $1.68 dividend. The ex-dividend date of this dividend is Tuesday, February 10th. This represents a $6.72 annualized dividend and a dividend yield of 2.2%. International Business Machines’s payout ratio is 60.27%.

International Business Machines News Roundup

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

• Positive Sentiment: Q4 beat and upgraded 2026 revenue outlook — IBM reported better‑than‑expected Q4 EPS and revenue, highlighted strong software and AI (watsonx/Red Hat) momentum, and gave FY‑2026 revenue guidance above Street consensus. These fundamentals are the primary driver of recent upside interest. IBM Q4 Earnings Surpass Estimates
• Positive Sentiment: AI & software growth narrative strengthened — Management said AI‑related revenue and software growth powered the quarter (software +14%, infrastructure +21%), and IBM is positioning with its Confluent acquisition to expand data streaming for AI workloads — a strategic tailwind for valuation. Analysis Of IBM’s Confluent Acquisition
• Positive Sentiment: Analyst upgrades and higher targets — Multiple firms lifted price targets and reiterated buy/outperform views after the quarter (Evercore to $345 outperf; JPMorgan raised its target). Upgrades add buying pressure and validate management’s AI story. Evercore Raises Target JPMorgan Raises IBM Target
• Positive Sentiment: Shareholder returns intact — IBM declared its quarterly dividend ($1.68 per share), supporting income investors and signaling confidence in cash flow. (Ex‑dividend date noted in company disclosures.)
• Positive Sentiment: Board addition brings operating experience — IBM elected Ramon L. Laguarta (former PepsiCo CEO) to the board, adding consumer‑sector and global ops expertise that investors often view as governance strength. IBM Elects Ramon L. Laguarta
• Neutral Sentiment: Large bond sale draws attention to funding and leverage — IBM has launched multi‑part bond offerings (euro and dollar) to fund deals and operations; investors are parsing issuance size, yields and the impact on balance‑sheet leverage. This is a funding update rather than an earnings surprise, so impact is mixed. IBM Bond Sale Puts Fresh Funding And Valuation In Investor Focus
• Negative Sentiment: Bearish/critical takes remain — Some analysts and commentaries highlight risks (execution, macro sensitivity, or areas of weakness) and published critical pieces framing cautionary scenarios that can pressure sentiment after initial euphoria. 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.