2,865 Shares in International Business Machines Corporation $IBM Bought by Invested Advisors

Invested Advisors acquired a new position in shares of International Business Machines Corporation (NYSE:IBM) in the 3rd quarter, according to its most recent filing with the SEC. The fund acquired 2,865 shares of the technology company’s stock, valued at approximately $808,000. International Business Machines makes up 1.1% of Invested Advisors’ holdings, making the stock its 23rd largest position.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in IBM. BKM Wealth Management LLC raised its holdings in shares of International Business Machines by 1.9% in the 3rd quarter. BKM Wealth Management LLC now owns 8,036 shares of the technology company’s stock valued at $2,268,000 after purchasing an additional 147 shares in the last quarter. Ferguson Wellman Capital Management Inc. raised its stake in International Business Machines by 1.9% in the third quarter. Ferguson Wellman Capital Management Inc. now owns 145,815 shares of the technology company’s stock valued at $41,143,000 after buying an additional 2,675 shares in the last quarter. Baker Ellis Asset Management LLC purchased a new stake in International Business Machines during the 3rd quarter worth about $223,000. Kingswood Wealth Advisors LLC boosted its holdings in International Business Machines by 9.2% in the third quarter. Kingswood Wealth Advisors LLC now owns 18,988 shares of the technology company’s stock valued at $5,358,000 after purchasing an additional 1,600 shares in the last quarter. Finally, Strategic Planning Group LLC increased its stake in International Business Machines by 44.3% in the third quarter. Strategic Planning Group LLC now owns 42,451 shares of the technology company’s stock valued at $11,978,000 after purchasing an additional 13,031 shares during the last quarter. Institutional investors and hedge funds own 58.96% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms recently issued reports on IBM. Weiss Ratings raised shares of International Business Machines from a “hold (c+)” rating to a “buy (b)” rating in a report on Saturday, October 25th. Wall Street Zen raised shares of International Business Machines from a “hold” rating to a “buy” rating in a research note on Saturday, January 3rd. Oppenheimer initiated coverage on shares of International Business Machines in a report on Friday, November 21st. They set an “outperform” rating and a $360.00 price objective on the stock. Erste Group Bank raised International Business Machines from a “hold” rating to a “buy” rating in a research note on Friday, December 5th. Finally, UBS Group reissued a “sell” rating on shares of International Business Machines in a research report on Tuesday, December 9th. One investment 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 given a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $301.85.

International Business Machines Trading Up 2.0%

Shares of IBM opened at $302.69 on Friday. The firm has a market capitalization of $282.93 billion, a PE ratio of 36.21, a price-to-earnings-growth ratio of 2.75 and a beta of 0.70. The stock’s fifty day simple moving average is $303.61 and its 200-day simple moving average is $281.94. The company has a quick ratio of 0.89, a current ratio of 0.93 and a debt-to-equity ratio of 1.97. 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 earnings results on Wednesday, October 22nd. The technology company reported $2.65 earnings per share for the quarter, topping analysts’ consensus estimates of $2.45 by $0.20. International Business Machines had a net margin of 12.09% and a return on equity of 37.76%. The firm had revenue of $16.33 billion during the quarter, compared to analyst estimates of $16.10 billion. During the same period in the prior year, the business earned $2.30 EPS. The company’s revenue for the quarter was up 9.1% compared to the same quarter last year. As a group, research analysts predict that International Business Machines Corporation will post 10.78 earnings per share for the current year.

International Business Machines Announces Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, December 10th. Shareholders of record on Monday, November 10th were issued a $1.68 dividend. This represents a $6.72 dividend on an annualized basis and a yield of 2.2%. The ex-dividend date of this dividend was Monday, November 10th. International Business Machines’s dividend payout ratio is currently 80.38%.

International Business Machines News Roundup

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

• Positive Sentiment: Jefferies upgraded IBM to Buy, citing expected software acceleration in 2026 driven by Red Hat momentum and hybrid-cloud acquisitions — a catalyst for multiple expansion and investor optimism. The Bull Case For International Business Machines
• Positive Sentiment: Analysts and commentators say IBM’s planned Confluent deal should be accretive — expected to boost EBITDA and free cash flow, supporting the buy-side thesis that acquisitions will drive nearer-term margin and cash metrics. IBM’s Confluent Deal Expected to Boost EBITDA and Free Cash Flow
• Positive Sentiment: Partnership/activity wins at the edge and in Web3 show commercial traction: Datavault AI expanded collaboration with IBM to deliver enterprise-grade AI at the edge in NYC and Philly, and Dfns (an IBM partner) integrated Concordium for identity-verified Web3 wallets — signals of demand for IBM’s AI and enterprise infrastructure ecosystem. Datavault AI expands collaboration with IBM
• Positive Sentiment: IBM’s own research (with the NRF) and coverage highlight AI influencing consumer behavior pre-store entry — a narrative that supports IBM Consulting and software-led services growth in retail and C-suite budgets for AI initiatives. AI Is Influencing Shoppers Before They Enter Stores
• Neutral Sentiment: Upcoming Q4 earnings preview pieces expect low double-digit EPS growth and will be watched for software revenue strength, Red Hat trends and guidance; the report is the next near-term catalyst. Here’s What to Expect From International Business Machines’ Next Earnings Report
• Negative Sentiment: Not all sell-side views flipped bullish: Bernstein (SocGen Group) maintained a Market Perform rating with a ~$280 price target, a reminder that some analysts see valuation and execution risks versus more optimistic forecasts. IBM Earns Buy Rating as Analysts See Software Acceleration Ahead in 2026

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.