Abich Financial Wealth Management LLC Makes New Investment in International Business Machines Corporation $IBM

Abich Financial Wealth Management LLC bought a new stake in International Business Machines Corporation (NYSE:IBM) in the third quarter, HoldingsChannel reports. The firm bought 2,882 shares of the technology company’s stock, valued at approximately $813,000. International Business Machines accounts for 0.3% of Abich Financial Wealth Management LLC’s investment portfolio, making the stock its 22nd biggest position.

Other hedge funds also recently made changes to their positions in the company. Mattson Financial Services LLC bought a new position in shares of International Business Machines in the 3rd quarter worth about $852,000. Vise Technologies Inc. purchased a new stake in International Business Machines in the second quarter worth about $16,565,000. Vanguard Group Inc. increased its stake 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 valued at $28,019,274,000 after purchasing an additional 1,913,708 shares in the last quarter. Thames Capital Management LLC bought a new position in shares of International Business Machines during the second quarter valued at approximately $2,710,000. Finally, Twin Capital Management Inc. lifted its holdings in shares of International Business Machines by 147.6% during the second quarter. Twin Capital Management Inc. now owns 19,932 shares of the technology company’s stock valued at $5,876,000 after purchasing an additional 11,882 shares during the last quarter. 58.96% of the stock is currently owned by institutional investors.

Insider Transactions at International Business Machines

In related news, Director David N. Farr purchased 1,000 shares of International Business Machines stock in a transaction on Friday, January 30th. The stock was acquired at an average price of $304.00 per share, for a total transaction of $304,000.00. Following the completion of the transaction, the director directly owned 9,258 shares in the company, valued at $2,814,432. This represents a 12.11% increase in their position. The purchase was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Corporate insiders own 0.18% of the company’s stock.

Analyst Ratings Changes

Several analysts recently weighed in on IBM shares. Dbs Bank upgraded International Business Machines from a “hold” rating to a “moderate buy” rating in a research note on Monday, January 19th. Oppenheimer set a $380.00 target price on International Business Machines and gave the stock an “outperform” rating in a report on Thursday, January 29th. Sanford C. Bernstein restated a “market perform” rating on shares of International Business Machines in a report on Wednesday, December 10th. Stifel Nicolaus lifted their price target on International Business Machines from $325.00 to $340.00 and gave the stock a “buy” rating in a research report on Thursday, January 29th. Finally, Royal Bank Of Canada set a $361.00 price target on shares of International Business Machines in a research note on Thursday, January 29th. One research 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. Based on data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $330.07.

Key Stories Impacting International Business Machines

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

• Positive Sentiment: Confluent shareholders approved the merger agreement for IBM to acquire Confluent, adding streaming data/real-time analytics capabilities that strengthen IBM’s hybrid cloud and AI stack — a strategic, long-term positive for revenue and product positioning. Confluent Shareholders Approve IBM Acquisition Merger Agreement
• Positive Sentiment: Product momentum: IBM highlighted updates to FlashSystem and QRadar that reinforce its storage and security offerings — supports the company’s enterprise AI and hybrid-cloud revenue narrative. IBM AI FlashSystem And QRadar Updates Shape Storage And Security Story
• Neutral Sentiment: ETF/fund and dividend context: IBM remains a dividend stalwart often featured in dividend-aristocrat lists, supporting longer-term income-oriented demand even as short-term traders react to news. 3 Dividend Aristocrat Stocks To Buy for Reliable Income In 2026
• Neutral Sentiment: Third‑party partner visibility: Coverage around Datavault AI noted an IBM partnership that raises IBM’s ecosystem profile, but that mention is peripheral and unlikely to move IBM stock materially by itself. Datavault AI Death Cross Collides With IBM, Super Bowl Boost
• Negative Sentiment: Institutional trimming: A reported fund filing shows Advisors Asset Management reduced its IBM holding by ~11% (~20,967 shares), a modest but visible institutional sell signal. Fund Update: Advisors Asset Management, Inc. Just Disclosed New Holdings
• Negative Sentiment: Heavy put buying: Unusually large options activity — reported surge in put purchases — indicates elevated short-term bearish bets and risk hedging that amplify downward pressure. (No link available)
• Negative Sentiment: Broader selling signals and volume spike: Real‑time data shows large trading volume, notable institutional reductions (including large JPMorgan portfolio moves reported previously) and divergent analyst targets; the combination is likely increasing volatility and weigh on the stock today. $IBM stock is down 6% today. Here’s what we see in our data.

International Business Machines Stock Performance

IBM opened at $259.74 on Friday. The company’s 50 day moving average is $300.15 and its 200 day moving average is $283.89. The company has a current ratio of 0.96, a quick ratio of 0.92 and a debt-to-equity ratio of 1.67. The company has a market cap of $242.79 billion, a price-to-earnings ratio of 23.30, a PEG ratio of 2.73 and a beta of 0.69. International Business Machines Corporation has a 12-month low of $214.50 and a 12-month high of $324.90.

International Business Machines (NYSE:IBM) last released its quarterly earnings results 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 net margin of 15.69% and a return on equity of 38.15%. The business had revenue of $19.69 billion for the quarter, compared to the consensus estimate of $19.23 billion. During the same period last year, the firm earned $3.92 earnings per share. The company’s quarterly revenue was up 12.2% on a year-over-year basis. On average, equities 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. Shareholders of record on Tuesday, February 10th will be issued a dividend of $1.68 per share. This represents a $6.72 annualized dividend and a yield of 2.6%. The ex-dividend date of this dividend is Tuesday, February 10th. International Business Machines’s payout ratio is currently 60.27%.

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.