Mutual Advisors LLC Purchases 1,972 Shares of International Business Machines Corporation $IBM

Mutual Advisors LLC lifted its holdings in International Business Machines Corporation (NYSE:IBM) by 6.6% during the third quarter, HoldingsChannel.com reports. The firm owned 31,749 shares of the technology company’s stock after purchasing an additional 1,972 shares during the period. Mutual Advisors LLC’s holdings in International Business Machines were worth $9,049,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also bought and sold shares of the company. Winnow Wealth LLC bought a new stake in International Business Machines in the 2nd quarter valued at $27,000. Mountain Hill Investment Partners Corp. acquired a new stake in International Business Machines during the third quarter worth approximately $28,000. Trifecta Capital Advisors LLC lifted its holdings in International Business Machines by 129.1% during the 3rd quarter. Trifecta Capital Advisors LLC now owns 126 shares of the technology company’s stock worth $36,000 after purchasing an additional 71 shares during the last quarter. Copia Wealth Management grew its holdings in International Business Machines by 57.6% in the 2nd quarter. Copia Wealth Management now owns 134 shares of the technology company’s stock valued at $40,000 after buying an additional 49 shares in the last quarter. Finally, Legacy Wealth Managment LLC ID lifted its holdings in shares of International Business Machines by 48.5% during the second quarter. Legacy Wealth Managment LLC ID now owns 147 shares of the technology company’s stock worth $43,000 after buying an additional 48 shares in the last quarter. Institutional investors own 58.96% of the company’s stock.

Analyst Ratings Changes

IBM has been the subject of a number of analyst reports. Wedbush lifted their price target on shares of International Business Machines from $325.00 to $340.00 and gave the company an “outperform” rating in a research report on Thursday. BMO Capital Markets reaffirmed a “market perform” rating and set a $350.00 price target on shares of International Business Machines in a report on Thursday. UBS Group set a $317.00 price objective on shares of International Business Machines in a research report on Thursday. Stifel Nicolaus raised their target price on International Business Machines from $325.00 to $340.00 and gave the company a “buy” rating in a report on Thursday. Finally, Weiss Ratings restated a “buy (b)” rating on shares of International Business Machines in a research report on Thursday, January 22nd. One analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $330.07.

International Business Machines Stock Performance

NYSE:IBM opened at $306.48 on Friday. The stock’s 50-day moving average is $302.85 and its 200-day moving average is $283.15. The stock has a market cap of $286.48 billion, a P/E ratio of 27.49, a price-to-earnings-growth ratio of 2.99 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. The company has a current ratio of 0.96, a quick ratio of 0.89 and a debt-to-equity ratio of 1.67.

International Business Machines (NYSE:IBM) last announced its quarterly earnings results on Wednesday, January 28th. The technology company reported $4.52 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.33 by $0.19. The firm had revenue of $19.69 billion during the quarter, compared to analysts’ expectations of $19.23 billion. International Business Machines had a net margin of 15.69% and a return on equity of 38.15%. The company’s revenue was up 12.2% on a year-over-year basis. During the same period in the prior year, the company posted $3.92 EPS. 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 $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 dividend payout ratio is presently 60.27%.

Insider Activity at International Business Machines

In related news, Director David N. Farr bought 1,000 shares of International Business Machines stock in a transaction that occurred on Friday, January 30th. The shares were acquired at an average cost of $304.00 per share, for a total transaction of $304,000.00. Following the completion of the acquisition, the director directly owned 9,258 shares of the company’s stock, valued at approximately $2,814,432. The trade was a 12.11% increase in their position. The purchase was disclosed in a document filed with the SEC, which is available at the SEC website. 0.18% of the stock is currently owned by corporate insiders.

Key Stories Impacting International Business Machines

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

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.