Ferguson Wellman Capital Management Inc. Grows Holdings in International Business Machines Corporation $IBM

Ferguson Wellman Capital Management Inc. boosted its holdings in shares of International Business Machines Corporation (NYSE:IBM) by 1.6% during the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 148,210 shares of the technology company’s stock after purchasing an additional 2,395 shares during the period. Ferguson Wellman Capital Management Inc.’s holdings in International Business Machines were worth $43,901,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also made changes to their positions in IBM. Castleview Partners LLC grew its holdings in shares of International Business Machines by 17.0% during the fourth quarter. Castleview Partners LLC now owns 1,691 shares of the technology company’s stock worth $501,000 after buying an additional 246 shares during the last quarter. Roble Belko & Company Inc lifted its position in International Business Machines by 16.6% during the 4th quarter. Roble Belko & Company Inc now owns 10,924 shares of the technology company’s stock worth $3,236,000 after acquiring an additional 1,553 shares during the period. First Merchants Corp acquired a new position in shares of International Business Machines in the fourth quarter valued at approximately $373,000. World Equity Group Inc. raised its stake in shares of International Business Machines by 5.9% during the fourth quarter. World Equity Group Inc. now owns 4,906 shares of the technology company’s stock worth $1,453,000 after purchasing an additional 273 shares during the last quarter. Finally, Tilia Fiduciary Partners Inc. lifted its holdings in shares of International Business Machines by 4.8% during the fourth quarter. Tilia Fiduciary Partners Inc. now owns 7,849 shares of the technology company’s stock worth $2,325,000 after purchasing an additional 361 shares during the period. 58.96% of the stock is owned by hedge funds and other institutional investors.

Key International Business Machines News

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

• Positive Sentiment: IBM led an open-source push for AI infrastructure by contributing the llm-d project to the Cloud Native Computing Foundation — a move that can deepen IBM’s footprint in enterprise AI stacks, attract contributors/partners, and reduce friction for customers adopting watsonx and related tools. IBM Pushes Open-Source AI Infrastructure with New llm-d Project
• Positive Sentiment: IBM expanded watsonx Orchestrate’s capabilities by partnering with ElevenLabs to add premium TTS/STT — enhances agentic AI use-cases for enterprises (multilingual voice, richer UX), strengthening product differentiation. Enterprise AI Finds its Voice: ElevenLabs and IBM Bring Premium Voice Capabilities to Agentic AI
• Positive Sentiment: BofA reiterated a Buy and $340 price target based on IBM’s agentic AI expansion — analyst backing can support investor confidence and buying interest in the near term. BofA Reaffirms Buy on IBM Stock Amid Agentic AI Expansion
• Positive Sentiment: CEO Arvind Krishna said the regulatory environment is friendlier for M&A — implies IBM can more quickly execute strategic tuck-ins to accelerate AI/cloud capabilities and revenue growth. IBM CEO: Regulatory environment much friendlier for M&A deals now
• Positive Sentiment: Cloudera named IBM among its 2026 Global Partner Award winners — another signal of channel strength and ecosystem validation for IBM’s data/AI offerings. Cloudera Announces 2026 Global Partner Awards Winners at IMPACT26
• Positive Sentiment: High-visibility deployments — IBM’s watsonx features at the Masters (Vault Search, Hole Insights) showcase its Granite SLMs and agentic tools to large audiences, useful for marketing and customer proof points. Masters AI Experience Launch Could Be A Game Changer For International Business Machines (IBM)
• Positive Sentiment: Consensus brokerage coverage sits around a “Moderate Buy,” supporting broader analyst sentiment that IBM’s AI strategy can drive earnings — a tailwind for investor sentiment. International Business Machines Corporation (NYSE:IBM) Receives Consensus Rating of “Moderate Buy” from Brokerages
• Neutral Sentiment: Morgan Stanley’s note on Kyndryl highlights evolving partner dynamics with IBM — worth watching for service/partner revenue implications but not a direct near-term hit to IBM’s core AI story. Kyndryl: Limited Near-Term Upside Amid Uncertain Growth Outlook and Evolving IBM Partnership
• Neutral Sentiment: Industry coverage lists IBM among leading integration/iPaaS solutions — supportive for long-term positioning but not a catalyst by itself. Top Integration Tools in 2026: iPaaS, MuleSoft & IBM Solutions
• Negative Sentiment: Broader tech selling is exerting pressure on IBM and peers (Dow saw tech weakness), and IBM remains below its 50- and 200-day moving averages — technical/residual market risk could cap near-term upside. Dow Wavers. It’s Getting Hit by Tech Now, Too.

International Business Machines Trading Up 0.3%

Shares of IBM stock opened at $241.23 on Thursday. The stock has a market cap of $226.28 billion, a P/E ratio of 21.63, a P/E/G ratio of 2.41 and a beta of 0.73. The company has a quick ratio of 0.92, a current ratio of 0.96 and a debt-to-equity ratio of 1.67. International Business Machines Corporation has a fifty-two week low of $214.50 and a fifty-two week high of $324.90. The business has a fifty day simple moving average of $267.99 and a 200-day simple moving average of $284.73.

International Business Machines (NYSE:IBM) last issued its quarterly earnings data on Wednesday, January 28th. The technology company reported $4.52 EPS 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 firm had revenue of $19.69 billion for the quarter, compared to analysts’ expectations of $19.23 billion. During the same period in the prior year, the company earned $3.92 EPS. The firm’s revenue was up 12.2% on a year-over-year basis. On average, analysts forecast that International Business Machines Corporation will post 10.78 earnings per share for the current fiscal year.

International Business Machines Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 10th were issued a dividend of $1.68 per share. This represents a $6.72 dividend on an annualized basis and a yield of 2.8%. The ex-dividend date was Tuesday, February 10th. International Business Machines’s dividend payout ratio is 60.27%.

Analyst Upgrades and Downgrades

IBM has been the topic of several recent research reports. Erste Group Bank cut shares of International Business Machines from a “buy” rating to a “hold” rating in a research note on Wednesday, February 18th. Wall Street Zen cut shares of International Business Machines from a “buy” rating to a “hold” rating in a report on Sunday, January 11th. Argus set a $360.00 price objective on International Business Machines in a report on Friday, January 30th. Wedbush reissued an “outperform” rating and set a $340.00 target price on shares of International Business Machines in a research note on Tuesday, February 24th. Finally, Evercore lifted their price target 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. One equities research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and eight have assigned a Hold rating to the company’s stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $314.60.

Insider Buying and Selling at International Business Machines

In other news, Director David N. Farr bought 1,000 shares of the business’s stock in a transaction that occurred on Friday, January 30th. The stock was purchased at an average price of $304.00 per share, with a total value of $304,000.00. Following the purchase, the director owned 9,258 shares of the company’s stock, valued at $2,814,432. This trade represents a 12.11% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is available through this link. Also, Director Michael Miebach purchased 434 shares of the firm’s stock in a transaction on Wednesday, February 25th. The shares were purchased at an average cost of $233.33 per share, for a total transaction of $101,265.22. Following the completion of the purchase, the director directly owned 434 shares in the company, valued at $101,265.22. The trade was a ∞ increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders have acquired 1,484 shares of company stock valued at $417,157 in the last three months. 0.27% of the stock is currently owned by company insiders.

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.