Trek Financial LLC Buys 4,204 Shares of International Business Machines Corporation $IBM

Trek Financial LLC increased its position in shares of International Business Machines Corporation (NYSE:IBM) by 205.8% during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 6,247 shares of the technology company’s stock after buying an additional 4,204 shares during the quarter. Trek Financial LLC’s holdings in International Business Machines were worth $1,763,000 at the end of the most recent quarter.

Other large investors have also recently added to or reduced their stakes in the company. Acorn Wealth Advisors LLC grew its holdings in shares of International Business Machines by 1.4% during the 3rd quarter. Acorn Wealth Advisors LLC now owns 4,652 shares of the technology company’s stock worth $1,313,000 after purchasing an additional 62 shares in the last quarter. Virtue Capital Management LLC raised its stake in shares of International Business Machines by 29.2% in the third quarter. Virtue Capital Management LLC now owns 4,569 shares of the technology company’s stock valued at $1,289,000 after purchasing an additional 1,032 shares in the last quarter. Inlet Private Wealth LLC lifted its position in International Business Machines by 1.1% in the third quarter. Inlet Private Wealth LLC now owns 8,760 shares of the technology company’s stock worth $2,472,000 after purchasing an additional 93 shares during the period. Dash Acquisitions Inc. boosted its stake in International Business Machines by 163.9% during the third quarter. Dash Acquisitions Inc. now owns 2,415 shares of the technology company’s stock worth $744,000 after buying an additional 1,500 shares in the last quarter. Finally, Birch Financial Group LLC increased its holdings in International Business Machines by 11.7% in the 3rd quarter. Birch Financial Group LLC now owns 1,126 shares of the technology company’s stock valued at $318,000 after buying an additional 118 shares during the period. Institutional investors and hedge funds own 58.96% of the company’s stock.

More International Business Machines News

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

• Positive Sentiment: JPMorgan and other analysts are bullish — a JPMorgan analyst said IBM’s stock is likely to rise, and other outlets report the stock trading higher following an analyst upgrade, providing near‑term buying interest ahead of earnings. International Business Machines (NYSE:IBM) Stock Price Expected to Rise Trading 2.1% Higher After Analyst Upgrade
• Positive Sentiment: Evercore ISI raised its price target to $330 and added IBM to a tactical outperform list — a clear signal that some brokers see upside from current levels. Evercore ISI raises IBM price target to $330
• Positive Sentiment: Jefferies reiterates a Buy and sees potential reacceleration in software growth heading into the print — this supports expectations for upward estimate revisions in 2026. IBM software growth seen reaccelerating ahead of earnings: Jefferies
• Positive Sentiment: Research and product catalysts: IBM’s new machine‑learning model for chip design (with Ansys and DARPA) is being touted as meaningful for next‑gen chips — a longer‑term tech differentiator tied to its AI strategy. Why IBM’s New Machine‑Learning Model Is a Big Deal
• Positive Sentiment: Multiple earnings previews (Seeking Alpha, Zacks, The Motley Fool) highlight stronger Q4 prospects driven by consulting (AI uptake, Microsoft partnership), software/watsonx tailwinds and the Confluent deal — these previews raise the odds of an upside surprise. IBM Q4 Earnings Preview Unlocking Q4 Potential of IBM
• Neutral Sentiment: Reminder: IBM’s earnings date is Jan. 28 — expectations are elevated, so the report could amplify volatility. Mark Your Calendars for January 28
• Neutral Sentiment: Analyst commentary and roundup pieces (CNBC/Benzinga, Yahoo) largely expect a solid quarter but differ on valuation timing — useful for positioning but not immediate catalysts. CNBC Final Trades
• Negative Sentiment: Short‑term price weakness: coverage notes and market pieces report the stock has slid recently despite higher targets — signaling profit‑taking and that upgrades aren’t fully translating into immediate gains. IBM Stock Slides Even as Analysts Raise Targets

International Business Machines Stock Performance

NYSE IBM opened at $292.43 on Friday. International Business Machines Corporation has a 1-year low of $214.50 and a 1-year high of $324.90. The company has a 50 day moving average of $302.13 and a 200-day moving average of $282.63. 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 has a market cap of $273.35 billion, a price-to-earnings ratio of 34.98, a PEG ratio of 2.83 and a beta of 0.70.

International Business Machines (NYSE:IBM) last released its quarterly earnings results on Wednesday, October 22nd. The technology company reported $2.65 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 for the quarter, compared to analyst estimates of $16.10 billion. During the same period in the prior year, the company earned $2.30 EPS. International Business Machines’s revenue for the quarter was up 9.1% on a year-over-year basis. On average, equities analysts forecast that International Business Machines Corporation will post 10.78 earnings per share for the current fiscal year.

Analyst Ratings Changes

A number of equities analysts have recently commented on the stock. BMO Capital Markets raised their price objective on shares of International Business Machines from $300.00 to $305.00 and gave the stock a “market perform” rating in a report on Thursday, October 23rd. Weiss Ratings restated a “buy (b)” rating on shares of International Business Machines in a research note on Thursday. Bank of America upped their price objective on International Business Machines from $315.00 to $335.00 and gave the company a “buy” rating in a research note on Tuesday, January 13th. Evercore ISI increased their target price on International Business Machines from $315.00 to $330.00 and gave the stock an “outperform” rating in a report on Tuesday. Finally, Morgan Stanley decreased their price target on International Business Machines from $256.00 to $252.00 and set an “equal weight” rating on the stock in a research note on Thursday, October 23rd. One investment analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, International Business Machines currently has a consensus rating of “Moderate Buy” and an average price target of $306.86.

About International Business Machines

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.