International Business Machines Corporation $IBM Position Lifted by Sagespring Wealth Partners LLC

Sagespring Wealth Partners LLC grew its stake in shares of International Business Machines Corporation (NYSE:IBM) by 8.0% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 30,089 shares of the technology company’s stock after acquiring an additional 2,217 shares during the period. Sagespring Wealth Partners LLC’s holdings in International Business Machines were worth $8,913,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently modified their holdings of the stock. Brighton Jones LLC lifted its position in shares of International Business Machines by 12.4% during the fourth quarter. Brighton Jones LLC now owns 21,011 shares of the technology company’s stock worth $4,619,000 after purchasing an additional 2,323 shares during the last quarter. Sivia Capital Partners LLC increased its holdings in International Business Machines by 10.6% in the second quarter. Sivia Capital Partners LLC now owns 1,938 shares of the technology company’s stock valued at $571,000 after buying an additional 186 shares during the last quarter. NFP Retirement Inc. increased its holdings in International Business Machines by 4.8% in the second quarter. NFP Retirement Inc. now owns 3,689 shares of the technology company’s stock valued at $1,087,000 after buying an additional 169 shares during the last quarter. Bank Julius Baer & Co. Ltd Zurich raised its stake in International Business Machines by 238.8% during the second quarter. Bank Julius Baer & Co. Ltd Zurich now owns 16,058 shares of the technology company’s stock valued at $4,734,000 after buying an additional 11,318 shares in the last quarter. Finally, Willis Investment Counsel lifted its holdings in International Business Machines by 9.0% during the 2nd quarter. Willis Investment Counsel now owns 1,664 shares of the technology company’s stock worth $491,000 after buying an additional 138 shares during the last quarter. Institutional investors own 58.96% of the company’s stock.

International Business Machines Stock Down 1.7%

Shares of International Business Machines stock opened at $246.12 on Friday. The stock has a market capitalization of $230.87 billion, a price-to-earnings ratio of 22.07, a PEG ratio of 2.51 and a beta of 0.73. International Business Machines Corporation has a twelve month low of $214.50 and a twelve month high of $324.90. The company has a current ratio of 0.96, a quick ratio of 0.92 and a debt-to-equity ratio of 1.67. The business’s 50 day simple moving average is $271.85 and its 200-day simple moving average is $284.50.

International Business Machines (NYSE:IBM) last released 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. The business had revenue of $19.69 billion during 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% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $3.92 EPS. Equities research analysts forecast 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 declared a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 10th were issued a dividend of $1.68 per share. The ex-dividend date of this dividend was Tuesday, February 10th. This represents a $6.72 annualized dividend and a dividend yield of 2.7%. International Business Machines’s payout ratio is 60.27%.

Key International Business Machines News

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

• Positive Sentiment: Completed Confluent acquisition bolsters IBM’s AI and hybrid-cloud stack by adding real-time data streaming to feed AI models and automation—supports longer-term revenue synergies and positioning in enterprise AI. IBM Confluent Deal Puts Real Time Data At Core Of AI Story
• Positive Sentiment: Retail and TV-commentator attention has boosted short-term interest; previous endorsements (e.g., Jim Cramer mentions) continue to draw flows and chatter. International Business Machines Corporation (IBM) Shares Higher After Jim Cramer Advised In August To Step In Due To Fundamentals
• Neutral Sentiment: Zacks notes IBM as a trending/search interest stock — increased attention can amplify moves but does not by itself change fundamentals. International Business Machines Corporation (IBM) Is a Trending Stock: Facts to Know Before Betting on It
• Negative Sentiment: JPMorgan lowered its price target after the Confluent deal (from $317 to $283) and kept a Neutral rating—signal that some analysts see limited near-term upside or acquisition integration risk. JPMorgan Lowers IBM Target after Confluent Deal, Sees Balanced Risk/Reward
• Negative Sentiment: BMO cut its target from $350 to $290 (now Market Perform), and other outlets report analyst downgrades and pessimistic forecasts—these re-ratings increase selling pressure and reduce near-term upside expectations. BMO Lowers IBM Target
• Negative Sentiment: Unusually large options activity: traders bought a surge of put contracts (reported 88,456 puts), signaling significant hedging or bearish speculative bets that can amplify downside volatility. (Options flow reported 3/19)
• Negative Sentiment: Several recent articles highlight mixed/declining short-term momentum and Wall Street reassessment amid diverging analyst views—reinforces the narrative of uncertainty around near-term growth and valuation. Wall Street Reassesses IBM’s Trajectory Amid Diverging Analyst Views

Analyst Ratings Changes

IBM has been the subject of several research reports. Evercore lifted their target price on International Business Machines from $330.00 to $345.00 and gave the stock an “outperform” rating in a research report on Thursday, January 29th. Sanford C. Bernstein reissued a “market perform” rating on shares of International Business Machines in a research report on Wednesday, December 10th. Dbs Bank raised shares of International Business Machines from a “hold” rating to a “moderate buy” rating in a report on Monday, January 19th. JPMorgan Chase & Co. lowered their target price on shares of International Business Machines from $317.00 to $283.00 and set a “neutral” rating for the company in a research note on Wednesday. Finally, Wall Street Zen cut shares of International Business Machines from a “buy” rating to a “hold” rating in a report on Sunday, January 11th. One research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and eight have given a Hold rating to the stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $314.60.

Insider Activity

In other news, Director David N. Farr acquired 1,000 shares of the business’s stock in a transaction that occurred on Friday, January 30th. The shares were purchased at an average cost of $304.00 per share, for a total transaction of $304,000.00. Following the transaction, the director directly owned 9,258 shares in the company, valued at $2,814,432. This trade represents a 12.11% increase in their position. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, Director Michael Miebach bought 434 shares of International Business Machines stock in a transaction on Wednesday, February 25th. The shares were purchased at an average cost of $233.33 per share, with a total value of $101,265.22. Following the completion of the purchase, the director directly owned 434 shares in the company, valued at $101,265.22. This trade represents a ∞ increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders have bought 1,484 shares of company stock valued at $417,157 in the last 90 days. Insiders own 0.27% 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.