International Business Machines Corporation $IBM Shares Bought by Ferguson Wellman Capital Management Inc.

Ferguson Wellman Capital Management Inc. raised its holdings in International Business Machines Corporation (NYSE:IBM) by 1.6% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 148,210 shares of the technology company’s stock after purchasing an additional 2,395 shares during the quarter. Ferguson Wellman Capital Management Inc.’s holdings in International Business Machines were worth $43,901,000 as of its most recent SEC filing.

Other large investors have also modified their holdings of the company. Mountain Hill Investment Partners Corp. acquired a new stake in shares of International Business Machines during the 3rd quarter worth about $28,000. SWAN Capital LLC acquired a new position in International Business Machines in the third quarter valued at about $28,000. Trifecta Capital Advisors LLC lifted its position in International Business Machines by 129.1% in the third quarter. Trifecta Capital Advisors LLC now owns 126 shares of the technology company’s stock valued at $36,000 after buying an additional 71 shares during the last quarter. American Wealth Advisors LLC purchased a new position in International Business Machines during the third quarter worth about $40,000. Finally, Davis Capital Management acquired a new stake in shares of International Business Machines during the third quarter valued at about $54,000. Institutional investors and hedge funds own 58.96% of the company’s stock.

International Business Machines Price Performance

International Business Machines stock opened at $241.23 on Thursday. The stock has a market cap of $226.28 billion, a P/E ratio of 21.63, a price-to-earnings-growth ratio of 2.41 and a beta of 0.73. The company has a fifty day simple moving average of $267.99 and a 200-day simple moving average of $284.73. 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 12-month low of $214.50 and a 12-month high of $324.90.

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, topping analysts’ consensus estimates 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 the consensus estimate of $19.23 billion. During the same period in the previous year, the business earned $3.92 EPS. International Business Machines’s revenue for the quarter was up 12.2% on a year-over-year basis. Equities analysts expect that International Business Machines Corporation will post 10.78 EPS for the current fiscal year.

International Business Machines Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 10th were issued a dividend of $1.68 per share. The ex-dividend date of this dividend was Tuesday, February 10th. This represents a $6.72 dividend on an annualized basis and a yield of 2.8%. International Business Machines’s dividend payout ratio (DPR) is presently 60.27%.

Analyst Upgrades and Downgrades

Several equities analysts have recently commented on the stock. DZ Bank upgraded shares of International Business Machines to a “hold” rating in a report on Wednesday, February 11th. Wall Street Zen cut International Business Machines from a “buy” rating to a “hold” rating in a research note on Sunday, January 11th. Morgan Stanley decreased their target price on International Business Machines from $304.00 to $247.00 and set an “equal weight” rating on the stock in a research note on Wednesday, February 25th. Erste Group Bank downgraded International Business Machines from a “buy” rating to a “hold” rating in a research report on Wednesday, February 18th. Finally, Bank of America increased their price target on shares of International Business Machines from $315.00 to $335.00 and gave the stock a “buy” rating in a research report on Tuesday, January 13th. One analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and eight have issued a Hold rating to the company. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $314.60.

Key Headlines Impacting International Business Machines

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

• Positive Sentiment: IBM led an open-source push for AI infrastructure by contributing the llm-d project to the Cloud Native Computing Foundation — a move that can deepen IBM’s footprint in enterprise AI stacks, attract contributors/partners, and reduce friction for customers adopting watsonx and related tools. IBM Pushes Open-Source AI Infrastructure with New llm-d Project
• Positive Sentiment: IBM expanded watsonx Orchestrate’s capabilities by partnering with ElevenLabs to add premium TTS/STT — enhances agentic AI use-cases for enterprises (multilingual voice, richer UX), strengthening product differentiation. Enterprise AI Finds its Voice: ElevenLabs and IBM Bring Premium Voice Capabilities to Agentic AI
• Positive Sentiment: BofA reiterated a Buy and $340 price target based on IBM’s agentic AI expansion — analyst backing can support investor confidence and buying interest in the near term. BofA Reaffirms Buy on IBM Stock Amid Agentic AI Expansion
• Positive Sentiment: CEO Arvind Krishna said the regulatory environment is friendlier for M&A — implies IBM can more quickly execute strategic tuck-ins to accelerate AI/cloud capabilities and revenue growth. IBM CEO: Regulatory environment much friendlier for M&A deals now
• Positive Sentiment: Cloudera named IBM among its 2026 Global Partner Award winners — another signal of channel strength and ecosystem validation for IBM’s data/AI offerings. Cloudera Announces 2026 Global Partner Awards Winners at IMPACT26
• Positive Sentiment: High-visibility deployments — IBM’s watsonx features at the Masters (Vault Search, Hole Insights) showcase its Granite SLMs and agentic tools to large audiences, useful for marketing and customer proof points. Masters AI Experience Launch Could Be A Game Changer For International Business Machines (IBM)
• Positive Sentiment: Consensus brokerage coverage sits around a “Moderate Buy,” supporting broader analyst sentiment that IBM’s AI strategy can drive earnings — a tailwind for investor sentiment. International Business Machines Corporation (NYSE:IBM) Receives Consensus Rating of “Moderate Buy” from Brokerages
• Neutral Sentiment: Morgan Stanley’s note on Kyndryl highlights evolving partner dynamics with IBM — worth watching for service/partner revenue implications but not a direct near-term hit to IBM’s core AI story. Kyndryl: Limited Near-Term Upside Amid Uncertain Growth Outlook and Evolving IBM Partnership
• Neutral Sentiment: Industry coverage lists IBM among leading integration/iPaaS solutions — supportive for long-term positioning but not a catalyst by itself. Top Integration Tools in 2026: iPaaS, MuleSoft & IBM Solutions
• Negative Sentiment: Broader tech selling is exerting pressure on IBM and peers (Dow saw tech weakness), and IBM remains below its 50- and 200-day moving averages — technical/residual market risk could cap near-term upside. Dow Wavers. It’s Getting Hit by Tech Now, Too.

Insider Activity at International Business Machines

In other news, Director Michael Miebach acquired 434 shares of the company’s stock in a transaction on Wednesday, February 25th. The shares were bought at an average price of $233.33 per share, with a total value of $101,265.22. Following the completion of the acquisition, the director owned 434 shares in the company, valued at $101,265.22. This trade represents a ∞ increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director David N. Farr bought 1,000 shares of the business’s stock in a transaction dated Friday, January 30th. The shares were purchased at an average price of $304.00 per share, for a total transaction of $304,000.00. Following the transaction, the director directly owned 9,258 shares of the company’s stock, valued at approximately $2,814,432. This represents a 12.11% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders have bought a total of 1,484 shares of company stock valued at $417,157 in the last 90 days. Insiders own 0.27% of the company’s stock.

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.