IFP Advisors Inc Has $8.76 Million Position in International Business Machines Corporation $IBM

IFP Advisors Inc raised its stake in International Business Machines Corporation (NYSE:IBM) by 14.2% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 30,890 shares of the technology company’s stock after acquiring an additional 3,852 shares during the period. IFP Advisors Inc’s holdings in International Business Machines were worth $8,761,000 at the end of the most recent quarter.

A number of other institutional investors have also recently modified their holdings of IBM. Vanguard Group Inc. increased its position in shares of International Business Machines by 0.8% in the third quarter. Vanguard Group Inc. now owns 95,776,307 shares of the technology company’s stock worth $27,024,243,000 after purchasing an additional 724,832 shares during the period. State Street Corp lifted its position in International Business Machines by 0.3% during the second quarter. State Street Corp now owns 54,536,963 shares of the technology company’s stock worth $16,076,406,000 after purchasing an additional 147,721 shares during the period. Capital World Investors grew its stake in International Business Machines by 13.9% during the third quarter. Capital World Investors now owns 17,045,156 shares of the technology company’s stock worth $4,809,461,000 after buying an additional 2,077,506 shares in the last quarter. Legal & General Group Plc increased its holdings in International Business Machines by 2.5% in the 3rd quarter. Legal & General Group Plc now owns 7,302,722 shares of the technology company’s stock valued at $2,060,536,000 after buying an additional 176,219 shares during the period. Finally, Norges Bank bought a new position in International Business Machines in the 2nd quarter valued at about $2,011,122,000. 58.96% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

A number of analysts have recently weighed in on IBM shares. Wall Street Zen downgraded shares of International Business Machines from a “buy” rating to a “hold” rating in a report on Sunday, January 11th. Jefferies Financial Group reissued a “buy” rating on shares of International Business Machines in a research note on Monday, February 23rd. DZ Bank upgraded shares of International Business Machines to a “hold” rating in a research report on Wednesday, February 11th. Erste Group Bank cut International Business Machines from a “buy” rating to a “hold” rating in a research note on Wednesday, February 18th. Finally, Evercore raised their target price on International Business Machines from $330.00 to $345.00 and gave the company an “outperform” rating in a report on Thursday, January 29th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and eight have assigned a Hold rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus target price of $318.60.

Insider Buying and Selling

In other International Business Machines news, Director Michael Miebach purchased 434 shares of the firm’s stock in a transaction on Wednesday, February 25th. The stock was purchased at an average cost of $233.33 per share, for a total transaction of $101,265.22. Following the transaction, the director owned 434 shares in the company, valued at $101,265.22. The trade was a ∞ increase in their position. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, Director David N. Farr purchased 1,000 shares of the company’s stock in a transaction dated Friday, January 30th. The shares were acquired at an average cost of $304.00 per share, with a total value of $304,000.00. Following the purchase, the director directly owned 9,258 shares of the company’s stock, valued at approximately $2,814,432. The trade was a 12.11% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders have acquired a total of 1,484 shares of company stock worth $417,157 over the last three months. Insiders own 0.27% of the company’s stock.

Key Stories Impacting International Business Machines

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

• Positive Sentiment: IBM completed its acquisition of Confluent for about $11bn, adding real‑time data streaming to its stack and announcing day‑one integrations with watsonx.data, IBM MQ, webMethods and IBM Z — a move IBM says will power AI agents and hybrid enterprise workflows. This is a meaningful strategic accelerator for IBM’s AI roadmap. IBM Completes Acquisition of Confluent
• Positive Sentiment: IBM expanded its partnership with NVIDIA to embed NVIDIA GPUs into IBM Cloud and Red Hat AI Factory, aimed at moving enterprise AI projects from pilot to production — a commercial ramp that could drive software, services and cloud demand. IBM and NVIDIA Partner to Help Businesses Deploy AI at Scale
• Positive Sentiment: IBM Consulting teamed with The Hackett Group to help clients prioritize high‑ROI AI use cases and align them to existing workflows — an initiative that could accelerate enterprise AI adoption and consulting services revenue. IBM Business Operations and The Hackett Group Collaborate to Accelerate and Enhance Enterprise AI Business Outcomes
• Positive Sentiment: Recognition of IBM research: IBM Fellow Charles H. Bennett was named a co‑recipient of the A.M. Turing Award, reinforcing IBM’s standing in advanced computing and quantum research — positive for long‑term reputation and innovation credentials. IBM Fellow and Quantum Pioneer Charles H. Bennett Receives A.M. Turing Award
• Neutral Sentiment: Procedural: Confluent has been delisted from Nasdaq following the acquisition — an expected corporate housekeeping step with limited direct impact on IBM’s near‑term financials. IBM Completes Confluent Acquisition, Company Delists from Nasdaq
• Negative Sentiment: JPMorgan reduced its price target on IBM from $317 to $283 and moved to a “neutral” rating — a notable analyst downgrade that can prompt selling or reduce buying interest in the near term. JPMorgan Lowers IBM Price Target
• Negative Sentiment: Near‑term technical/market pressure: the stock sits below recent 50‑ and 200‑day averages and volume is lighter than average, conditions that can amplify downside when analyst sentiment turns cautious. (Background trading data.)

International Business Machines Price Performance

Shares of IBM opened at $251.31 on Thursday. The company has a quick ratio of 0.92, a current ratio of 0.96 and a debt-to-equity ratio of 1.67. The stock has a market cap of $235.74 billion, a PE ratio of 22.54, a PEG ratio of 2.57 and a beta of 0.73. International Business Machines Corporation has a 12-month low of $214.50 and a 12-month high of $324.90. The business has a 50-day simple moving average of $274.07 and a two-hundred day simple moving average of $284.72.

International Business Machines (NYSE:IBM) last announced its quarterly earnings results on Wednesday, January 28th. The technology company reported $4.52 EPS for the quarter, beating analysts’ consensus estimates of $4.33 by $0.19. The firm had revenue of $19.69 billion for the quarter, compared to analyst estimates of $19.23 billion. International Business Machines had a return on equity of 38.15% and a net margin of 15.69%.The business’s revenue for the quarter was up 12.2% on a year-over-year basis. During the same period last year, the firm posted $3.92 earnings per share. Analysts anticipate that International Business Machines Corporation will post 10.78 earnings per share for the current fiscal year.

International Business Machines Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Investors of record on Tuesday, February 10th were given a dividend of $1.68 per share. The ex-dividend date was Tuesday, February 10th. This represents a $6.72 annualized dividend and a yield of 2.7%. International Business Machines’s dividend payout ratio (DPR) is currently 60.27%.

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.