International Business Machines Corporation $IBM Shares Bought by Savvy Advisors Inc.

Savvy Advisors Inc. boosted its holdings in shares of International Business Machines Corporation (NYSE:IBM) by 21.2% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 21,296 shares of the technology company’s stock after purchasing an additional 3,728 shares during the quarter. Savvy Advisors Inc.’s holdings in International Business Machines were worth $6,308,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also made changes to their positions in the business. Cornell Pochily Investment Advisors Inc. raised its stake in shares of International Business Machines by 4.7% during the 4th quarter. Cornell Pochily Investment Advisors Inc. now owns 12,935 shares of the technology company’s stock worth $3,831,000 after buying an additional 586 shares during the period. Town & Country Bank & Trust CO dba First Bankers Trust CO grew its stake in International Business Machines by 41.8% in the 4th quarter. Town & Country Bank & Trust CO dba First Bankers Trust CO now owns 3,765 shares of the technology company’s stock valued at $1,115,000 after acquiring an additional 1,110 shares during the period. Whalen Wealth Management Inc. acquired a new stake in International Business Machines in the 4th quarter valued at $447,000. SS&H Financial Advisors Inc. increased its holdings in International Business Machines by 0.4% in the 4th quarter. SS&H Financial Advisors Inc. now owns 24,910 shares of the technology company’s stock worth $7,379,000 after acquiring an additional 95 shares in the last quarter. Finally, Stratos Wealth Partners LTD. raised its position in International Business Machines by 0.8% during the fourth quarter. Stratos Wealth Partners LTD. now owns 63,328 shares of the technology company’s stock worth $18,759,000 after acquiring an additional 518 shares during the period. 58.96% of the stock is currently owned by hedge funds and other institutional investors.

Key Headlines Impacting International Business Machines

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

• Positive Sentiment: IBM announced a strategic collaboration with Arm to develop dual‑architecture AI/data-center hardware, a move investors see as expanding IBM’s addressable market for enterprise AI infrastructure and improving competitive positioning. IBM Shares Rise 2% After Announcing Strategic Partnership With Arm
• Positive Sentiment: IBM struck a long-term R&D deal with ETH Zurich (10 years) to combine AI and quantum algorithm development — strengthens IBM’s pipeline in quantum-enabled AI capabilities that could drive premium services and long-term differentiation. IBM Partners with ETH Zurich on 10-Year AI and Quantum Computing Initiative
• Positive Sentiment: Coverage highlighting IBM’s progress in quantum (processors >1,000 qubits) reinforces the narrative that IBM is a leader in nascent, high-value technologies investors are watching for multi-year growth. My Top Quantum ETFs For The Next Trend That’s Bigger Than AI
• Neutral Sentiment: IBM continues customer/brand initiatives — a new campus Cyber Defense Range with Full Sail University and an experiential “Masters at Madison Square Park” event — improving visibility but with limited near-term revenue impact. Full Sail University to Open IBM Cyber Defense Range Powered by AWS and Cloud Range on Campus
• Neutral Sentiment: Third-party product/partner news (e.g., CrowdStrike integrations) signal ecosystem traction but are incremental to IBM’s direct revenue growth story. CrowdStrike Partnerships And AI Products Deepen Falcon Platform Consolidation Story
• Negative Sentiment: Despite positive strategic headlines, analysts and articles are flagging recent share-price weakness and mixed valuation metrics (YTD underperformance vs. multi-year gains), which can prompt profit-taking and damp near-term upside. Is It Time To Reassess IBM (IBM) After Recent Share Price Weakness?

Wall Street Analysts Forecast Growth

Several analysts have recently issued reports on IBM shares. UBS Group upgraded shares of International Business Machines from a “sell” rating to a “neutral” rating and set a $236.00 target price on the stock in a research report on Wednesday, February 25th. Royal Bank Of Canada set a $361.00 price objective on International Business Machines in a report on Thursday, January 29th. Wedbush reiterated an “outperform” rating and set a $340.00 price objective on shares of International Business Machines in a research note on Tuesday, February 24th. BMO Capital Markets reduced their target price on International Business Machines from $350.00 to $290.00 and set a “market perform” rating for the company in a report on Thursday, March 19th. Finally, Weiss Ratings restated a “buy (b)” rating on shares of International Business Machines in a research report on Thursday, January 22nd. One investment analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and eight have issued a Hold rating to the stock. According to data from MarketBeat, International Business Machines has a consensus rating of “Moderate Buy” and an average target price of $314.60.

International Business Machines Stock Performance

IBM opened at $247.86 on Friday. International Business Machines Corporation has a twelve month low of $214.50 and a twelve month high of $324.90. The firm has a market capitalization of $232.50 billion, a PE ratio of 22.23, a PEG ratio of 2.47 and a beta of 0.69. 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 firm’s 50-day moving average price is $260.22 and its 200 day moving average price is $284.04.

International Business Machines (NYSE:IBM) last released its 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 business had revenue of $19.69 billion for 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 business’s revenue was up 12.2% on a year-over-year basis. During the same period last year, the company posted $3.92 EPS. As a group, sell-side analysts expect that International Business Machines Corporation will post 10.78 EPS for the current fiscal year.

International Business Machines Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 10th were issued a $1.68 dividend. This represents a $6.72 annualized dividend and a yield of 2.7%. The ex-dividend date was Tuesday, February 10th. International Business Machines’s dividend payout ratio is presently 60.27%.

Insider Buying and Selling at International Business Machines

In related news, Director David N. Farr purchased 1,000 shares of International Business Machines 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 directly owned 9,258 shares in the company, valued at approximately $2,814,432. The trade was a 12.11% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Michael Miebach acquired 434 shares of the company’s stock in a transaction that occurred on Wednesday, February 25th. The stock was purchased at an average cost of $233.33 per share, with a total value of $101,265.22. Following the acquisition, the director directly owned 434 shares of the company’s stock, valued at $101,265.22. This trade represents a ∞ increase in their position. The SEC filing for this purchase provides additional information. Over the last 90 days, insiders acquired 1,484 shares of company stock valued at $417,157. 0.27% of the stock is owned by company insiders.

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.