Integrity Advisory Solutions LLC Makes New $689,000 Investment in International Business Machines Corporation $IBM

Integrity Advisory Solutions LLC bought a new position in International Business Machines Corporation (NYSE:IBM) in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm bought 2,441 shares of the technology company’s stock, valued at approximately $689,000.

Other institutional investors have also made changes to their positions in the company. Winnow Wealth LLC acquired a new position in International Business Machines in the 2nd quarter worth approximately $27,000. Mountain Hill Investment Partners Corp. purchased a new stake in shares of International Business Machines in the third quarter valued at $28,000. Trifecta Capital Advisors LLC boosted its position in shares of International Business Machines by 129.1% in the third quarter. Trifecta Capital Advisors LLC now owns 126 shares of the technology company’s stock worth $36,000 after buying an additional 71 shares during the period. American Wealth Advisors LLC acquired a new position in International Business Machines during the third quarter valued at $40,000. Finally, Legacy Wealth Managment LLC ID lifted its stake in International Business Machines by 48.5% in the 2nd quarter. Legacy Wealth Managment LLC ID now owns 147 shares of the technology company’s stock worth $43,000 after acquiring an additional 48 shares in the last quarter. 58.96% of the stock is owned by hedge funds and other institutional investors.

International Business Machines Price Performance

NYSE IBM opened at $256.87 on Friday. 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 capitalization of $240.95 billion, a PE ratio of 23.04, a price-to-earnings-growth ratio of 2.51 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 company has a 50 day moving average price of $282.67 and a two-hundred day moving average price of $283.86.

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

International Business Machines Announces Dividend

The business 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 of this dividend is Tuesday, February 10th. This represents a $6.72 dividend on an annualized basis and a dividend yield of 2.6%. International Business Machines’s payout ratio is currently 60.27%.

Insider Activity

In related news, Director David N. Farr bought 1,000 shares of International Business Machines stock in a transaction that occurred on Friday, January 30th. The stock was purchased at an average cost of $304.00 per share, for a total transaction of $304,000.00. Following the acquisition, the director owned 9,258 shares in the company, valued at $2,814,432. This trade represents a 12.11% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director Michael Miebach bought 434 shares of the firm’s stock in a transaction on Wednesday, February 25th. The shares were bought at an average cost of $233.33 per share, with a total value of $101,265.22. Following the transaction, the director directly owned 434 shares of the company’s stock, valued at approximately $101,265.22. This trade represents a ∞ increase in their ownership of the stock. The SEC filing for this purchase provides additional information. In the last quarter, insiders have bought 1,484 shares of company stock valued at $417,157. 0.18% of the stock is currently owned by corporate insiders.

Key Stories Impacting 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

Wall Street Analyst Weigh In

Several research firms have weighed in on IBM. Evercore lifted their target price on International Business Machines from $330.00 to $345.00 and gave the company an “outperform” rating in a research note on Thursday, January 29th. Jefferies Financial Group restated a “buy” rating on shares of International Business Machines in a report on Monday, February 23rd. Weiss Ratings reaffirmed a “buy (b)” rating on shares of International Business Machines in a research report on Thursday, January 22nd. BMO Capital Markets reiterated a “market perform” rating and issued a $350.00 target price on shares of International Business Machines in a research report on Thursday, January 29th. Finally, Erste Group Bank lowered shares of International Business Machines from a “buy” rating to a “hold” rating in a research note on Wednesday, February 18th. One investment analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and eight have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, International Business Machines currently has a consensus rating of “Moderate Buy” and an average price target of $320.87.

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.