Integrity Advisory Solutions LLC Buys Shares of 2,441 International Business Machines Corporation $IBM

Integrity Advisory Solutions LLC purchased a new position in International Business Machines Corporation (NYSE:IBM) during the 3rd quarter, HoldingsChannel reports. The firm purchased 2,441 shares of the technology company’s stock, valued at approximately $689,000.

A number of other large investors also recently modified their holdings of the business. CFS Investment Advisory Services LLC increased its position in International Business Machines by 0.4% during the third quarter. CFS Investment Advisory Services LLC now owns 9,359 shares of the technology company’s stock worth $2,878,000 after acquiring an additional 34 shares during the period. KPP Advisory Services LLC grew its position in International Business Machines by 1.7% in the 3rd quarter. KPP Advisory Services LLC now owns 2,069 shares of the technology company’s stock worth $584,000 after purchasing an additional 34 shares during the last quarter. Marco Investment Management LLC increased its holdings in shares of International Business Machines by 0.3% during the 3rd quarter. Marco Investment Management LLC now owns 10,774 shares of the technology company’s stock worth $3,040,000 after purchasing an additional 34 shares during the period. MA Private Wealth raised its position in shares of International Business Machines by 1.5% during the third quarter. MA Private Wealth now owns 2,242 shares of the technology company’s stock valued at $633,000 after buying an additional 34 shares during the last quarter. Finally, Thoroughbred Financial Services LLC raised its position in shares of International Business Machines by 0.8% during the third quarter. Thoroughbred Financial Services LLC now owns 4,300 shares of the technology company’s stock valued at $1,213,000 after buying an additional 35 shares during the last quarter. 58.96% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about International Business Machines

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

• Positive Sentiment: IBM announced a partnership to integrate Deepgram’s speech‑to‑text and text‑to‑speech into watsonx Orchestrate, strengthening its enterprise voice‑AI stack and go‑to‑market for automated workflows. IBM Partners With Deepgram
• Positive Sentiment: IBM secured a multi‑year, ~$112M contract with the Defense Commissary Agency to modernize electronic shelf labels globally — a sizable government win that validates IBM’s modernization and IoT/edge capabilities for public‑sector clients. IBM Contract And Voice AI Deal
• Positive Sentiment: IBM and academic partners published a Science paper reporting a novel half‑Möbius electronic topology observed via quantum computing — a high‑profile scientific validation of IBM’s quantum research that can boost long‑term differentiation. IBM Quantum Research
• Positive Sentiment: Independent analyst coverage places IBM among leaders in data‑integration and multi‑cloud platforms — a signal that IBM’s platform investments (data pipelines, AI ops) are resonating with enterprise buyers. Data Integration Company Evaluation Report 2025
• Positive Sentiment: Recent board additions and multiple AI deals have been highlighted in press coverage as supporting a strategic push into higher‑margin, recurring enterprise AI services. Board Expansion and AI Deals
• Neutral Sentiment: Broader macro commentary on AI’s “creative destruction” suggests long‑term productivity gains for AI leaders — supportive for IBM but not a near‑term revenue guarantee. Wall Street Sees AI’s ‘Creative Destruction’
• Neutral Sentiment: Industry reports noting growth in business‑process automation and enterprise AI underline addressable market expansion that benefits vendors like IBM over time. Business Process Automation Market Report
• Negative Sentiment: Analysts and articles continue to debate IBM’s valuation and legacy‑system exposure (mainframe concerns); some coverage flags that shares remain below prior highs and that investor worries around growth persist. Valuation After UBS Upgrade
• Negative Sentiment: Commentary urging caution on IBM stock notes a sizable drawdown from the 52‑week high and argues near‑term catalysts must translate into sustained revenue acceleration to justify multiples. Why I’m Watching IBM Stock

Analyst Ratings Changes

IBM has been the topic of a number of recent research reports. Erste Group Bank downgraded International Business Machines from a “buy” rating to a “hold” rating in a research report on Wednesday, February 18th. Dbs Bank raised International Business Machines from a “hold” rating to a “moderate buy” rating in a report on Monday, January 19th. Oppenheimer set a $380.00 price objective on International Business Machines and gave the company an “outperform” rating in a research report on Thursday, January 29th. Stifel Nicolaus upped their target price on International Business Machines from $325.00 to $340.00 and gave the company a “buy” rating in a research note on Thursday, January 29th. Finally, 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. One equities research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and eight have issued a Hold rating to the company. According to data from MarketBeat.com, International Business Machines has an average rating of “Moderate Buy” and an average price target of $320.87.

International Business Machines Price Performance

Shares of IBM stock opened at $256.87 on Friday. The stock’s fifty day simple moving average is $282.67 and its 200 day simple moving average is $283.86. International Business Machines Corporation has a one year low of $214.50 and a one year high of $324.90. The firm has a market cap of $240.95 billion, a price-to-earnings ratio of 23.04, a P/E/G ratio of 2.51 and a beta of 0.73. The company has a debt-to-equity ratio of 1.67, a current ratio of 0.96 and a quick ratio of 0.92.

International Business Machines (NYSE:IBM) last issued its quarterly earnings data on Wednesday, January 28th. The technology company reported $4.52 earnings per share (EPS) for the quarter, beating 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 analysts’ expectations of $19.23 billion. During the same period last year, the business earned $3.92 earnings per share. The business’s revenue was up 12.2% on a year-over-year basis. On average, analysts expect that International Business Machines Corporation will post 10.78 earnings per share for the current fiscal year.

International Business Machines Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 10th will be given a $1.68 dividend. The ex-dividend date is Tuesday, February 10th. This represents a $6.72 dividend on an annualized basis and a yield of 2.6%. International Business Machines’s payout ratio is 60.27%.

Insider Activity

In other International Business Machines news, Director Michael Miebach bought 434 shares of International Business Machines stock in a transaction dated Wednesday, February 25th. The shares were acquired 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. The trade was a ∞ increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, Director David N. Farr acquired 1,000 shares of International Business Machines stock in a transaction on Friday, January 30th. The stock was acquired at an average cost of $304.00 per share, for a total transaction of $304,000.00. Following the purchase, the director 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 SEC filing for this purchase provides additional information. Insiders have acquired 1,484 shares of company stock worth $417,157 over the last ninety days. 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.