Focus Partners Wealth Increases Stake in International Business Machines Corporation $IBM

Focus Partners Wealth raised its position in shares of International Business Machines Corporation (NYSE:IBM) by 10.6% in the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 220,660 shares of the technology company’s stock after purchasing an additional 21,078 shares during the quarter. Focus Partners Wealth’s holdings in International Business Machines were worth $62,309,000 at the end of the most recent quarter.

Other large investors have also bought and sold shares of the company. Winnow Wealth LLC purchased a new stake in shares of International Business Machines during the second quarter valued at approximately $27,000. Mountain Hill Investment Partners Corp. purchased a new position in International Business Machines in the 3rd quarter worth approximately $28,000. SWAN Capital LLC bought a new position in International Business Machines in the 3rd quarter valued at approximately $28,000. Trifecta Capital Advisors LLC boosted its stake in International Business Machines by 129.1% during the 3rd quarter. Trifecta Capital Advisors LLC now owns 126 shares of the technology company’s stock valued at $36,000 after purchasing an additional 71 shares during the last quarter. Finally, American Wealth Advisors LLC purchased a new stake in International Business Machines during the 3rd quarter valued at $40,000. 58.96% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other International Business Machines news, Director David N. Farr purchased 1,000 shares of the firm’s stock in a transaction on Friday, January 30th. The shares were acquired at an average cost of $304.00 per share, for a total transaction of $304,000.00. Following the completion of the transaction, the director owned 9,258 shares of the company’s stock, valued at approximately $2,814,432. The trade was 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 this hyperlink. Also, Director Michael Miebach purchased 434 shares of the company’s stock in a transaction dated Wednesday, February 25th. The shares were acquired at an average price of $233.33 per share, for a total transaction of $101,265.22. Following the purchase, the director directly owned 434 shares in the company, valued at approximately $101,265.22. The trade was a ∞ increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. In the last three months, insiders purchased 1,484 shares of company stock worth $417,157. 0.27% of the stock is currently owned by insiders.

Key International Business Machines News

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

• Positive Sentiment: IBM announced an expanded collaboration with NVIDIA to help enterprises operationalize AI at scale—work spans GPU-native analytics, intelligent document processing, on‑prem/regulatory deployments, cloud and consulting, which should accelerate IBM’s enterprise AI services and sales pipeline. IBM Announces Expanded Collaboration with NVIDIA to Advance AI for the Enterprise
• Positive Sentiment: NVIDIA’s new BlueField‑4 STX storage architecture—adopted by multiple cloud and AI providers—improves throughput and efficiency for large-context AI workloads; broader industry adoption of NVIDIA reference architectures benefits partners like IBM that integrate NVIDIA GPUs into enterprise solutions. NVIDIA Launches BlueField-4 STX Storage Architecture With Broad Industry Adoption
• Positive Sentiment: Market coverage flagged IBM as outperforming the broader market today, reflecting investor interest following the NVIDIA news and continued confidence in IBM’s AI and hybrid cloud strategy. Why IBM (IBM) Outpaced the Stock Market Today
• Positive Sentiment: Industry analysis highlights IBM’s strength in quantum and hybrid architectures, reinforcing its long‑term differentiation versus pure‑play quantum competitors and supporting investor confidence in diversified growth drivers. The New Threat IBM’s Quantum Computing Research Poses to D-Wave
• Neutral Sentiment: An analyst comparison piece positions IBM ahead of Workday on hybrid cloud and AI fundamentals, which may help sentiment but is part of a broader, competitive enterprise‑software landscape. WDAY vs. IBM: Which Enterprise Software Stock is the Better Buy Now?
• Neutral Sentiment: Coverage raises questions about IBM’s resilience in a potential AI-driven market downturn and flags execution risk amid intense competition from newer AI specialists—useful context for risk-minded investors. Can IBM Stock Withstand An AI-Driven Market Downturn?
• Neutral Sentiment: Reports note IBM’s interest in Confluent (pending offer) — M&A activity can be accretive but also adds execution and financing considerations; impact on IBM shares is uncertain until transaction details are clear. Is It Time To Reassess Confluent (CFLT) After The Pending IBM Takeover Offer
• Negative Sentiment: Competitors and ecosystem partners (e.g., Supermicro) are rolling out integrated NVIDIA‑based AI platforms that could intensify competition in hardware and system sales where IBM also competes. Supermicro Launches Seven AI Data Platform Solutions with NVIDIA and Leading Ecosystem Partners to Accelerate Enterprise AI Innovation

Wall Street Analyst Weigh In

Several research analysts have recently weighed in on IBM shares. Evercore boosted their price target on International Business Machines from $330.00 to $345.00 and gave the stock an “outperform” rating in a research note on Thursday, January 29th. Jefferies Financial Group reaffirmed a “buy” rating on shares of International Business Machines in a research report on Monday, February 23rd. Bank of America lifted their price objective on International Business Machines from $315.00 to $335.00 and gave the stock a “buy” rating in a report on Tuesday, January 13th. Sanford C. Bernstein restated a “market perform” rating on shares of International Business Machines in a research note on Wednesday, December 10th. Finally, Oppenheimer set a $380.00 price target on shares of International Business Machines and gave the company an “outperform” rating in a report on Thursday, January 29th. 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 company. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $320.87.

International Business Machines Stock Performance

Shares of IBM opened at $249.33 on Tuesday. The firm has a market capitalization of $233.88 billion, a P/E ratio of 22.36, a PEG ratio of 2.47 and a beta of 0.73. The company has a debt-to-equity ratio of 1.67, a current ratio of 0.96 and a quick ratio of 0.92. International Business Machines Corporation has a one year low of $214.50 and a one year high of $324.90. The business has a fifty day moving average of $275.90 and a 200 day moving average of $284.87.

International Business Machines (NYSE:IBM) last posted its 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. The company had revenue of $19.69 billion for the quarter, compared to the consensus estimate of $19.23 billion. International Business Machines had a return on equity of 38.15% and a net margin of 15.69%.International Business Machines’s revenue was up 12.2% on a year-over-year basis. During the same quarter in the prior year, the company earned $3.92 earnings per share. As a group, sell-side analysts anticipate that International Business Machines Corporation will post 10.78 EPS for the current year.

International Business Machines Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 10th were paid a $1.68 dividend. This represents a $6.72 annualized dividend and a dividend yield of 2.7%. The ex-dividend date was Tuesday, February 10th. International Business Machines’s dividend payout ratio is 60.27%.

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.