International Business Machines Corporation $IBM Position Boosted by Adell Harriman & Carpenter Inc.

Adell Harriman & Carpenter Inc. lifted its holdings in International Business Machines Corporation (NYSE:IBM) by 4.7% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 68,067 shares of the technology company’s stock after purchasing an additional 3,039 shares during the period. International Business Machines comprises 1.2% of Adell Harriman & Carpenter Inc.’s holdings, making the stock its 25th biggest holding. Adell Harriman & Carpenter Inc.’s holdings in International Business Machines were worth $19,206,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the business. Vanguard Group Inc. raised its position in shares of International Business Machines by 2.1% during the second quarter. Vanguard Group Inc. now owns 95,051,475 shares of the technology company’s stock worth $28,019,274,000 after purchasing an additional 1,913,708 shares during the period. State Street Corp increased its stake in International Business Machines by 0.3% in the 2nd quarter. State Street Corp now owns 54,536,963 shares of the technology company’s stock worth $16,076,406,000 after purchasing an additional 147,721 shares in the last quarter. Geode Capital Management LLC raised its holdings in International Business Machines by 1.9% during the 2nd quarter. Geode Capital Management LLC now owns 21,936,235 shares of the technology company’s stock worth $6,444,527,000 after buying an additional 400,131 shares during the period. Legal & General Group Plc lifted its stake in International Business Machines by 3.4% during the second quarter. Legal & General Group Plc now owns 7,126,503 shares of the technology company’s stock valued at $2,100,751,000 after buying an additional 234,318 shares in the last quarter. Finally, Norges Bank acquired a new position in shares of International Business Machines in the second quarter worth about $2,011,122,000. 58.96% of the stock is owned by institutional investors and hedge funds.

Insider Activity at International Business Machines

In other International Business Machines news, Director David N. Farr purchased 1,000 shares of the business’s stock in a transaction dated Friday, January 30th. The shares were acquired at an average price of $304.00 per share, for a total transaction of $304,000.00. Following the acquisition, the director owned 9,258 shares of the company’s stock, valued at $2,814,432. This trade represents a 12.11% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. 0.18% of the stock is currently owned by company insiders.

International Business Machines News Roundup

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

• Positive Sentiment: Q4 beat and upbeat outlook prompted analyst raises and ETF interest, supporting near-term demand for IBM shares. ETFs to Watch as IBM Shares Jump Following Q4 Earnings Beat
• Positive Sentiment: Several firms (Bernstein, Stifel and others) raised price targets after the quarter, indicating continued analyst conviction despite differing target levels. Bernstein and Stifel Lift IBM Price Targets After Q4 Results
• Positive Sentiment: Company push into enterprise AI and software is being highlighted as a durable growth driver, including board additions that strengthen go-to-market/enterprise relationships. IBM Deepens Enterprise AI Push As Board Adds PepsiCo Chief
• Positive Sentiment: Coverage pieces argue IBM’s software mix is reframing its market story and supporting higher-margin growth potential, a multi-quarter thematic tailwind. How Software Reframed IBM’s Market Story in 2026
• Positive Sentiment: Large federal and defense contracts (including a UK defence modernization deal) add recurring, high-margin revenue visibility and de-risk longer-term growth. Can IBM’s Lucrative Federal Contracts Boost Its Future Growth?
• Neutral Sentiment: Valuation is a mixed signal: some analysts raise targets while others (and valuation studies) say upside is already priced in — creating divergent views that increase volatility. Assessing IBM (IBM) Valuation After Recent Share Price Strength And Mixed Fair Value Signals
• Neutral Sentiment: Interest from funds and institutional moves are notable (mixed additions and trims), which can amplify intraday swings but don’t yet signal a directional change in fundamentals. $IBM stock is up 2% today. Here’s what we see in our data.
• Neutral Sentiment: Longer-term initiatives (quantum computing pilot projects, international revenue trends) are constructive but represent multi-year upside rather than near-term catalysts. Quantum Computing News: How Defense, IBM, and Wall Street Are Testing Real World Use
• Negative Sentiment: Some analysts and coverage explicitly warn the stock is approaching full valuation despite the beat, and at least one firm maintains a low target — a reason for profit-taking and the pullback today. Bernstein raises International Business Machines (IBM) target but flags full valuation after Q4 beat

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on IBM shares. BMO Capital Markets restated a “market perform” rating and set a $350.00 price target on shares of International Business Machines in a report on Thursday, January 29th. JPMorgan Chase & Co. increased their target price on International Business Machines from $312.00 to $317.00 and gave the company a “neutral” rating in a report on Thursday, January 29th. Evercore ISI raised their target price on International Business Machines from $330.00 to $345.00 and gave the stock an “outperform” rating in a research report on Thursday, January 29th. Wedbush lifted their price target on International Business Machines from $325.00 to $340.00 and gave the company an “outperform” rating in a report on Thursday, January 29th. Finally, Erste Group Bank raised International Business Machines from a “hold” rating to a “buy” rating in a research note on Friday, December 5th. 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 given a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $330.07.

International Business Machines Price Performance

IBM opened at $294.73 on Wednesday. The stock has a fifty day moving average price of $302.86 and a 200 day moving average price of $283.45. The company has a current ratio of 0.96, a quick ratio of 0.92 and a debt-to-equity ratio of 1.67. International Business Machines Corporation has a 1 year low of $214.50 and a 1 year high of $324.90. The stock has a market cap of $275.49 billion, a price-to-earnings ratio of 26.43, a PEG ratio of 3.16 and a beta of 0.69.

International Business Machines (NYSE:IBM) last posted its quarterly earnings results on Wednesday, January 28th. The technology company reported $4.52 earnings per share for the quarter, topping analysts’ consensus estimates of $4.33 by $0.19. The company 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 38.15% and a net margin of 15.69%.The business’s quarterly revenue was up 12.2% on a year-over-year basis. During the same period last year, the business earned $3.92 EPS. Analysts forecast that International Business Machines Corporation will post 10.78 EPS for the current fiscal year.

International Business Machines Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 10th will be given a $1.68 dividend. This represents a $6.72 annualized dividend and a yield of 2.3%. The ex-dividend date of this dividend is Tuesday, February 10th. International Business Machines’s payout ratio is currently 60.27%.

International Business Machines Company 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.