Tradewinds LLC. Buys Shares of 5,588 International Business Machines Corporation $IBM

Tradewinds LLC. purchased a new position in shares of International Business Machines Corporation (NYSE:IBM) in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm purchased 5,588 shares of the technology company’s stock, valued at approximately $1,577,000.

A number of other institutional investors also recently modified their holdings of IBM. Mattson Financial Services LLC acquired a new position in International Business Machines during the third quarter worth $852,000. Vise Technologies Inc. bought a new position in shares of International Business Machines in the second quarter valued at approximately $16,565,000. Vanguard Group Inc. boosted 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 valued at $28,019,274,000 after buying an additional 1,913,708 shares during the last quarter. Thames Capital Management LLC bought a new stake in International Business Machines during the second quarter worth $2,710,000. Finally, CWM LLC raised its position in International Business Machines by 3.0% in the 2nd quarter. CWM LLC now owns 122,623 shares of the technology company’s stock valued at $36,147,000 after buying an additional 3,537 shares during the last quarter. 58.96% of the stock is owned by institutional investors.

Key International Business Machines News

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

• Positive Sentiment: IBM launched “Enterprise Advantage,” an asset‑based consulting service to help clients build, govern and operate internal AI platforms at scale — a product aimed directly at accelerating enterprise AI adoption and recurring revenue. IBM Launches Enterprise Advantage Service to Help Businesses Scale Agentic AI
• Positive Sentiment: IBM announced a deployment with telecom operator e& to embed enterprise‑grade agentic AI (powered by watsonx Orchestrate) into governance and compliance systems — a commercial win that validates IBM’s enterprise AI positioning. e& and IBM Unveil Enterprise-Grade Agentic AI to Transform Governance and Compliance
• Positive Sentiment: BofA raised its IBM price target to $335 (from $315) and kept a Buy rating, citing strong free cash flow prospects and a shift to higher‑margin software despite some near‑term margin pressure — a notable shop‑up that can support further upside. BofA lifts IBM target, sees strong cash flow despite near-term margin pressure
• Positive Sentiment: Media and pundit endorsements (including recent pieces from The Motley Fool and commentary from Jim Cramer) are highlighting IBM’s AI momentum, quantum potential, and dividend reliability — supportive for investor sentiment and retail buying interest. 3 Reasons to Buy IBM Stock Right Now
• Neutral Sentiment: IBM’s Institute for Business Value released a study projecting significant AI‑driven productivity and revenue shifts by 2030 — supportive data for the long‑term thesis but not an immediate revenue driver. IBM Study: AI Poised to Drive Smarter Business Growth Through 2030
• Neutral Sentiment: Public mentions of IBM in political trading summaries are present but not material to company fundamentals; these are largely noise for investors focused on operational catalysts. Net Worth Update: Representative Judy Chu Made an Estimated $213.5K in the Stock Market Last Month

Wall Street Analysts Forecast Growth

Several analysts have recently issued reports on IBM shares. BMO Capital Markets upped their target price on shares of International Business Machines from $300.00 to $305.00 and gave the stock a “market perform” rating in a research note on Thursday, October 23rd. Royal Bank Of Canada upped their price objective on shares of International Business Machines from $300.00 to $350.00 and gave the stock an “outperform” rating in a research report on Monday, January 5th. Oppenheimer started coverage on shares of International Business Machines in a research report on Friday, November 21st. They set an “outperform” rating and a $360.00 target price on the stock. Wall Street Zen lowered International Business Machines from a “buy” rating to a “hold” rating in a report on Sunday, January 11th. Finally, Jefferies Financial Group upgraded International Business Machines from a “hold” rating to a “buy” rating and lifted their price target for the stock from $300.00 to $360.00 in a report on Monday, January 5th. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, five have given a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, International Business Machines currently has a consensus rating of “Moderate Buy” and a consensus target price of $303.38.

International Business Machines Trading Up 2.6%

NYSE:IBM opened at $305.82 on Monday. International Business Machines Corporation has a 12 month low of $214.50 and a 12 month high of $324.90. The company has a current ratio of 0.93, a quick ratio of 0.89 and a debt-to-equity ratio of 1.97. The firm’s 50 day moving average is $303.46 and its 200 day moving average is $282.40. The stock has a market capitalization of $285.86 billion, a PE ratio of 36.58, a price-to-earnings-growth ratio of 2.96 and a beta of 0.70.

International Business Machines (NYSE:IBM) last released its earnings results on Wednesday, October 22nd. The technology company reported $2.65 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $2.45 by $0.20. International Business Machines had a return on equity of 37.76% and a net margin of 12.09%.The business had revenue of $16.33 billion during the quarter, compared to the consensus estimate of $16.10 billion. During the same period last year, the business posted $2.30 earnings per share. The business’s revenue for the quarter was up 9.1% on a year-over-year basis. Sell-side analysts expect that International Business Machines Corporation will post 10.78 earnings per share for the current year.

International Business Machines Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, December 10th. Shareholders of record on Monday, November 10th were given a dividend of $1.68 per share. This represents a $6.72 dividend on an annualized basis and a yield of 2.2%. The ex-dividend date was Monday, November 10th. International Business Machines’s dividend payout ratio (DPR) is currently 80.38%.

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.