MOR Wealth Management LLC Makes New $816,000 Investment in International Business Machines Corporation $IBM

MOR Wealth Management LLC acquired a new stake in International Business Machines Corporation (NYSE:IBM) in the fourth quarter, HoldingsChannel reports. The firm acquired 2,756 shares of the technology company’s stock, valued at approximately $816,000.

Several other institutional investors and hedge funds have also modified their holdings of the company. Private Advisory Group LLC acquired a new stake in International Business Machines during the fourth quarter worth approximately $299,000. Centennial Wealth Advisory LLC grew its position in shares of International Business Machines by 0.5% in the fourth quarter. Centennial Wealth Advisory LLC now owns 9,543 shares of the technology company’s stock valued at $2,827,000 after purchasing an additional 45 shares during the period. Embree Financial Group increased its stake in International Business Machines by 2.4% in the fourth quarter. Embree Financial Group now owns 1,646 shares of the technology company’s stock valued at $488,000 after purchasing an additional 39 shares during the last quarter. AA Financial Advisors LLC lifted its position in International Business Machines by 93.5% during the fourth quarter. AA Financial Advisors LLC now owns 1,573 shares of the technology company’s stock worth $466,000 after buying an additional 760 shares during the period. Finally, Donaldson Capital Management LLC boosted its stake in International Business Machines by 0.4% in the 4th quarter. Donaldson Capital Management LLC now owns 161,495 shares of the technology company’s stock worth $47,837,000 after buying an additional 677 shares during the last quarter. Hedge funds and other institutional investors own 58.96% of the company’s stock.

Insider Buying and Selling at International Business Machines

In other news, Director David N. Farr acquired 1,000 shares of the firm’s stock in a transaction on Friday, January 30th. The stock was bought at an average cost of $304.00 per share, with a total value of $304,000.00. Following the transaction, the director directly owned 9,258 shares in the company, valued at approximately $2,814,432. This represents a 12.11% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director Michael Miebach bought 434 shares of the company’s stock in a transaction dated Wednesday, February 25th. The shares were acquired at an average cost of $233.33 per share, for a total transaction of $101,265.22. Following the completion of the transaction, the director owned 434 shares of the company’s stock, valued at approximately $101,265.22. The trade was a ∞ increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders bought 1,484 shares of company stock valued at $417,157 over the last 90 days. Insiders own 0.27% of the company’s stock.

International Business Machines Stock Performance

NYSE:IBM opened at $236.36 on Monday. The firm’s fifty day simple moving average is $265.48 and its 200 day simple moving average is $284.67. The company has a current ratio of 0.96, a quick ratio of 0.92 and a debt-to-equity ratio of 1.67. International Business Machines Corporation has a twelve month low of $214.50 and a twelve month high of $324.90. The firm has a market capitalization of $221.71 billion, a price-to-earnings ratio of 21.20, a PEG ratio of 2.37 and a beta of 0.73.

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, topping analysts’ consensus estimates of $4.33 by $0.19. International Business Machines had a return on equity of 38.15% and a net margin of 15.69%.The company had revenue of $19.69 billion for the quarter, compared to analysts’ expectations of $19.23 billion. During the same quarter in the previous year, the firm posted $3.92 earnings per share. The firm’s quarterly revenue was up 12.2% on a year-over-year basis. As a group, equities research analysts expect that International Business Machines Corporation will post 10.78 earnings per share for the current fiscal year.

International Business Machines Announces Dividend

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

Analyst Upgrades and Downgrades

Several brokerages have recently weighed in on IBM. Jefferies Financial Group reiterated a “buy” rating on shares of International Business Machines in a report on Monday, February 23rd. UBS Group upgraded shares of International Business Machines from a “sell” rating to a “neutral” rating and set a $236.00 price target on the stock in a report on Wednesday, February 25th. Argus set a $360.00 price objective on International Business Machines in a report on Friday, January 30th. Royal Bank Of Canada set a $361.00 target price on International Business Machines in a report on Thursday, January 29th. Finally, Morgan Stanley dropped their price target on International Business Machines from $304.00 to $247.00 and set an “equal weight” rating for the company in a research note on Wednesday, February 25th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and eight have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $314.60.

Trending Headlines about International Business Machines

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

• Positive Sentiment: Quantum computing milestone may boost long‑term optionality: IBM reported that its quantum computer accurately simulated real magnetic materials (results match national lab data), a technical breakthrough that reinforces IBM’s leadership in quantum‑enabled R&D and potential future revenue streams. IBM Quantum Computer Accurately Simulates Real Magnetic Materials, Reproducing National Laboratory Data
• Positive Sentiment: Watsonx voice AI and agent enhancements could accelerate enterprise adoption: IBM partnered with ElevenLabs to add advanced, multilingual voice capabilities to watsonx Orchestrate and expanded security integrations with CrowdStrike, strengthening product differentiation for AI agents in regulated enterprises. IBM Expands watsonx Capability With Voice AI: Can it Fuel User Growth?
• Positive Sentiment: Open‑source and partner ecosystem moves support platform strategy: IBM contributed the llm-d project to CNCF and was highlighted as a Cloudera partner, signaling commitment to open infrastructure and channel reach that can help enterprise LLM adoption. IBM Pushes Open-Source AI Infrastructure with New llm-d Project
• Neutral Sentiment: Analysts expect continued earnings growth into Q1: Street models see low double‑digit EPS growth for FY2026 Q1, which supports expectations for continued margin expansion if execution holds. What to Expect From International Business Machines Q1 2026 Earnings Report
• Neutral Sentiment: Investor education and narrative pieces revisit IBM’s cloud/AI/consulting mix—useful context but less likely to move price immediately. What does IBM do? Inside its AI, cloud & consulting business
• Negative Sentiment: Workforce reshaping creates short‑term execution and sentiment risk: reports outline simultaneous job cuts and targeted hiring, which can cause investor concern about near‑term disruption and restructuring costs. IBM workforce changes 2026 explained: Why is IBM cutting jobs while planning to hire more?
• Negative Sentiment: Small analyst EPS downgrade and valuation pressure: Erste Group trimmed its FY2027 EPS estimate slightly and maintains a Hold, adding modest near‑term downward pressure when combined with the stock trading below its 50‑ and 200‑day averages. International Business Machines Stock Down 2.2%

About International Business Machines

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.