ForthRight Wealth Management LLC Buys 2,064 Shares of International Business Machines Corporation $IBM

ForthRight Wealth Management LLC boosted its stake in International Business Machines Corporation (NYSE:IBM) by 98.2% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 4,166 shares of the technology company’s stock after purchasing an additional 2,064 shares during the period. International Business Machines makes up approximately 0.3% of ForthRight Wealth Management LLC’s holdings, making the stock its 29th largest position. ForthRight Wealth Management LLC’s holdings in International Business Machines were worth $1,175,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently modified their holdings of the company. Winnow Wealth LLC bought a new position in International Business Machines in the second quarter valued at about $27,000. Mountain Hill Investment Partners Corp. bought a new position in shares of International Business Machines in the 3rd quarter worth approximately $28,000. Trifecta Capital Advisors LLC boosted its holdings in shares of International Business Machines by 129.1% in the third quarter. Trifecta Capital Advisors LLC now owns 126 shares of the technology company’s stock worth $36,000 after buying an additional 71 shares during the last quarter. Legacy Wealth Managment LLC ID grew its position in International Business Machines by 48.5% during the second quarter. Legacy Wealth Managment LLC ID now owns 147 shares of the technology company’s stock valued at $43,000 after buying an additional 48 shares during the period. Finally, Davis Capital Management purchased a new stake in International Business Machines during the third quarter valued at approximately $54,000. 58.96% of the stock is owned by institutional investors.

Analyst Ratings Changes

Several research analysts have recently weighed in on IBM shares. Evercore lifted their price target on shares of International Business Machines from $330.00 to $345.00 and gave the stock an “outperform” rating in a research note on Thursday, January 29th. Sanford C. Bernstein reissued a “market perform” rating on shares of International Business Machines in a report on Wednesday, December 10th. Argus set a $360.00 price objective on International Business Machines in a research note on Friday, January 30th. Wall Street Zen cut International Business Machines from a “buy” rating to a “hold” rating in a research report on Sunday, January 11th. Finally, Dbs Bank raised shares of International Business Machines from a “hold” rating to a “moderate buy” rating in a report on Monday, January 19th. One research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, five have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $330.07.

More International Business Machines News

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

• Positive Sentiment: IBM says it will triple U.S. entry-level hiring in 2026, recasting junior roles for the AI era — a sign management is investing in talent to scale AI initiatives and support growth despite automation risk. IBM tripling Gen Z hiring
• Positive Sentiment: Confluent shareholders approved the merger agreement with an IBM subsidiary, clearing a regulatory/transactional hurdle that supports IBM’s data-streaming and hybrid cloud strategy if the deal closes. Confluent shareholders approve IBM acquisition
• Positive Sentiment: Product/technology updates — IBM highlighted AI-related enhancements to FlashSystem storage and QRadar security, reinforcing its enterprise storage/security positioning that supports recurring revenue and cross-sell into large customers. IBM AI FlashSystem And QRadar Updates
• Neutral Sentiment: IBM has been a trending stock on retail news sites and equity screens — heightened attention can amplify moves in either direction but doesn’t imply fundamental change on its own. Zacks trending stock note
• Neutral Sentiment: Small institutional portfolio moves: Advisors Asset Management disclosed a modest trimming of IBM (~-20.9k shares in the 12/31/25 13F update) — routine reweights can add volume but aren’t necessarily a directional signal. Quiver Quant fund update
• Negative Sentiment: Unusual options activity: traders bought a large block of put options (56,108 contracts, ~+42% vs. average), signaling elevated hedging or directional bearish bets that can amplify downside moves. (No article link available)
• Negative Sentiment: Short-seller criticism: veteran short seller Jim Chanos publicly called IBM “an AI risk, not an AI leader,” arguing market expectations for IBM’s AI leadership may be overstated — this negative publicity could pressure sentiment and invite further sell-side scrutiny. Chanos calls IBM an AI risk

International Business Machines Stock Performance

NYSE IBM opened at $262.33 on Friday. The company has a quick ratio of 0.92, a current ratio of 0.96 and a debt-to-equity ratio of 1.67. International Business Machines Corporation has a twelve month low of $214.50 and a twelve month high of $324.90. The business has a 50-day moving average price of $299.24 and a 200-day moving average price of $284.03. The firm has a market cap of $245.21 billion, a price-to-earnings ratio of 23.53, a price-to-earnings-growth ratio of 2.63 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 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 for the quarter, compared to analysts’ expectations of $19.23 billion. During the same period in the previous year, the firm earned $3.92 EPS. The firm’s revenue was up 12.2% compared to the same quarter last year. As a group, equities research analysts predict that International Business Machines Corporation will post 10.78 EPS for the current fiscal year.

International Business Machines Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Tuesday, February 10th will be paid 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 dividend payout ratio (DPR) is presently 60.27%.

Insider Transactions at International Business Machines

In related news, Director David N. Farr acquired 1,000 shares of the company’s stock in a transaction on Friday, January 30th. The stock was acquired at an average price of $304.00 per share, with a total value of $304,000.00. Following the acquisition, the director directly owned 9,258 shares of the company’s stock, valued at approximately $2,814,432. This trade represents a 12.11% increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is available through this link. Corporate insiders own 0.18% of the company’s stock.

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.