International Business Machines Corporation $IBM Shares Acquired by Strengthening Families & Communities LLC

Strengthening Families & Communities LLC lifted its stake in shares of International Business Machines Corporation (NYSE:IBM) by 1,190.9% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 19,816 shares of the technology company’s stock after buying an additional 18,281 shares during the quarter. International Business Machines accounts for approximately 1.2% of Strengthening Families & Communities LLC’s holdings, making the stock its 17th largest holding. Strengthening Families & Communities LLC’s holdings in International Business Machines were worth $5,495,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently bought and sold shares of IBM. Brighton Jones LLC boosted its stake in shares of International Business Machines by 12.4% in the fourth 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 during the period. Sivia Capital Partners LLC increased its stake in International Business Machines by 10.6% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,938 shares of the technology company’s stock worth $571,000 after buying an additional 186 shares during the period. Wealthcare Advisory Partners LLC lifted its holdings in International Business Machines by 10.7% in the 2nd quarter. Wealthcare Advisory Partners LLC now owns 21,072 shares of the technology company’s stock worth $6,212,000 after buying an additional 2,042 shares in the last quarter. Beacon Financial Advisory LLC boosted its position in International Business Machines by 38.3% in the 2nd quarter. Beacon Financial Advisory LLC now owns 2,172 shares of the technology company’s stock valued at $640,000 after buying an additional 602 shares during the last quarter. Finally, Grimes & Company Inc. grew its stake in shares of International Business Machines by 0.9% during the second quarter. Grimes & Company Inc. now owns 16,080 shares of the technology company’s stock valued at $4,740,000 after acquiring an additional 141 shares in the last quarter. Hedge funds and other institutional investors own 58.96% of the company’s stock.

Key Headlines Impacting International Business Machines

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

• Positive Sentiment: IBM emphasizes enterprise AI and added PepsiCo’s chief to its board, reinforcing strategy and corporate governance as it pushes deeper into high-margin AI services. IBM Deepens Enterprise AI Push As Board Adds PepsiCo Chief
• Positive Sentiment: Markets are rewarding IBM’s recent quarterly beat and “robust” results, which underpin the view that AI-related revenue growth is accelerating. IBM Shares Surge on Robust Quarterly Performance
• Positive Sentiment: Analysts and price targets are trending higher (Stifel raised its target; a separate report noted a $345 target), supporting upside expectations. Why Stifel Says IBM Remains a Top Large-Cap Defensive AI Stock Price Target Raised to $345.00
• Positive Sentiment: High-profile bullish commentary (Jim Cramer and others) frames IBM as an undervalued, large-cap AI play, which can attract retail and momentum flows. Jim Cramer Says “IBM’s the Rare AI Winner…”
• Positive Sentiment: Insider buying (David Farr purchased shares) signals some confidence from within the company’s leadership circle. David Farr Acquires 1,000 Shares
• Neutral Sentiment: QuiverQuant data shows heavy institutional interest and mixed hedge‑fund moves, plus a range of analyst ratings—evidence of active repositioning rather than consensus direction. Quiver Quantitative IBM Data
• Neutral Sentiment: IBM won a UK defence deal to consolidate legacy systems into an AI platform — a meaningful government contract that supports long-term revenue visibility but will play out over time. Zacks: Federal Contracts and Growth
• Neutral Sentiment: Coverage on IBM’s role in quantum computing and ecosystem partnerships highlights longer-term optionality but is not an immediate earnings driver. TipRanks: Quantum Computing News
• Neutral Sentiment: Smaller ecosystem news (e.g., partnerships using IBM-based systems) supports platform adoption but has limited direct impact on IBM’s near-term revenue. Benzinga: Fusemachines Partnership

Wall Street Analyst Weigh In

IBM has been the topic of several recent analyst reports. Stifel Nicolaus boosted their price target on International Business Machines from $325.00 to $340.00 and gave the stock a “buy” rating in a research note on Thursday. Dbs Bank raised shares of International Business Machines from a “hold” rating to a “moderate buy” rating in a research report on Monday, January 19th. Wedbush upped their price target on shares of International Business Machines from $325.00 to $340.00 and gave the company an “outperform” rating in a report on Thursday. Argus set a $360.00 price objective on shares of International Business Machines in a research note on Friday. Finally, Evercore ISI boosted their target price on shares of International Business Machines from $330.00 to $345.00 and gave the stock an “outperform” rating in a research report on Thursday, January 29th. One analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus price target of $330.07.

International Business Machines Stock Up 2.6%

IBM stock opened at $314.56 on Tuesday. The firm has a market cap of $294.03 billion, a price-to-earnings ratio of 28.21, a PEG ratio of 3.08 and a beta of 0.69. International Business Machines Corporation has a 1-year low of $214.50 and a 1-year high of $324.90. The firm has a fifty day moving average price of $303.05 and a two-hundred day moving average price of $283.38. The company has a debt-to-equity ratio of 1.67, a current ratio of 0.96 and a quick ratio of 0.92.

International Business Machines (NYSE:IBM) last posted its quarterly earnings results on Wednesday, January 28th. The technology company reported $4.52 EPS for the quarter, beating the consensus estimate of $4.33 by $0.19. The business had revenue of $19.69 billion during the quarter, compared to analyst estimates 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 quarterly revenue was up 12.2% on a year-over-year basis. During the same period in the previous year, the business posted $3.92 EPS. Research analysts predict that International Business Machines Corporation will post 10.78 EPS 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. Investors of record on Tuesday, February 10th will be issued 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 2.1%. International Business Machines’s dividend payout ratio (DPR) is 60.27%.

Insider Transactions at International Business Machines

In related news, Director David N. Farr acquired 1,000 shares of the stock in a transaction that occurred on Friday, January 30th. The stock was purchased at an average cost of $304.00 per share, for a total transaction of $304,000.00. Following the purchase, the director directly owned 9,258 shares in the company, valued at $2,814,432. This represents a 12.11% increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is accessible through this link. 0.18% of the stock is owned by corporate insiders.

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.