ForthRight Wealth Management LLC boosted its holdings in shares of International Business Machines Corporation (NYSE:IBM – Free Report) by 98.2% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 4,166 shares of the technology company’s stock after purchasing an additional 2,064 shares during the period. International Business Machines comprises approximately 0.3% of ForthRight Wealth Management LLC’s holdings, making the stock its 29th largest holding. ForthRight Wealth Management LLC’s holdings in International Business Machines were worth $1,175,000 at the end of the most recent quarter.
Several other institutional investors and hedge funds have also bought and sold shares of IBM. Calton & Associates Inc. lifted its stake in International Business Machines by 12.1% in the third quarter. Calton & Associates Inc. now owns 1,213 shares of the technology company’s stock worth $342,000 after acquiring an additional 131 shares during the period. Uniting Wealth Partners LLC lifted its position in shares of International Business Machines by 23.8% in the 3rd quarter. Uniting Wealth Partners LLC now owns 5,853 shares of the technology company’s stock worth $1,651,000 after purchasing an additional 1,127 shares during the period. ADE LLC purchased a new position in shares of International Business Machines during the third quarter valued at about $308,000. Aberdeen Group plc raised its stake in International Business Machines by 4.7% in the third quarter. Aberdeen Group plc now owns 1,142,355 shares of the technology company’s stock worth $324,954,000 after buying an additional 51,265 shares in the last quarter. Finally, Berkshire Asset Management LLC PA lifted its holdings in International Business Machines by 0.6% in the third quarter. Berkshire Asset Management LLC PA now owns 12,796 shares of the technology company’s stock worth $3,610,000 after buying an additional 82 shares during the period. Hedge funds and other institutional investors own 58.96% of the company’s stock.
More International Business Machines News
Here are the key news stories impacting International Business Machines this week:
- Positive Sentiment: IBM says it will triple U.S. entry-level hiring in 2026, recasting junior roles for the AI era — a sign management is investing in talent to scale AI initiatives and support growth despite automation risk. IBM tripling Gen Z hiring
- Positive Sentiment: Confluent shareholders approved the merger agreement with an IBM subsidiary, clearing a regulatory/transactional hurdle that supports IBM’s data-streaming and hybrid cloud strategy if the deal closes. Confluent shareholders approve IBM acquisition
- Positive Sentiment: Product/technology updates — IBM highlighted AI-related enhancements to FlashSystem storage and QRadar security, reinforcing its enterprise storage/security positioning that supports recurring revenue and cross-sell into large customers. IBM AI FlashSystem And QRadar Updates
- Neutral Sentiment: IBM has been a trending stock on retail news sites and equity screens — heightened attention can amplify moves in either direction but doesn’t imply fundamental change on its own. Zacks trending stock note
- Neutral Sentiment: Small institutional portfolio moves: Advisors Asset Management disclosed a modest trimming of IBM (~-20.9k shares in the 12/31/25 13F update) — routine reweights can add volume but aren’t necessarily a directional signal. Quiver Quant fund update
- Negative Sentiment: Unusual options activity: traders bought a large block of put options (56,108 contracts, ~+42% vs. average), signaling elevated hedging or directional bearish bets that can amplify downside moves. (No article link available)
- Negative Sentiment: Short-seller criticism: veteran short seller Jim Chanos publicly called IBM “an AI risk, not an AI leader,” arguing market expectations for IBM’s AI leadership may be overstated — this negative publicity could pressure sentiment and invite further sell-side scrutiny. Chanos calls IBM an AI risk
International Business Machines Stock Performance
International Business Machines (NYSE:IBM – Get Free Report) last released its quarterly earnings data 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 business had revenue of $19.69 billion during the quarter, compared to analyst estimates of $19.23 billion. International Business Machines had a net margin of 15.69% and a return on equity of 38.15%. International Business Machines’s revenue was up 12.2% compared to the same quarter last year. During the same period last year, the business earned $3.92 EPS. Sell-side analysts anticipate that International Business Machines Corporation will post 10.78 EPS for the current fiscal year.
International Business Machines Dividend Announcement
The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Investors 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 annualized dividend and a yield of 2.6%. International Business Machines’s dividend payout ratio is 60.27%.
Analysts Set New Price Targets
A number of research analysts have weighed in on the company. Weiss Ratings reiterated a “buy (b)” rating on shares of International Business Machines in a report on Thursday, January 22nd. Argus set a $360.00 price objective on International Business Machines in a report on Friday, January 30th. Oppenheimer set a $380.00 target price on shares of International Business Machines and gave the company an “outperform” rating in a report on Thursday, January 29th. Royal Bank Of Canada set a $361.00 target price on shares of International Business Machines in a research report on Thursday, January 29th. Finally, JPMorgan Chase & Co. lifted their price target on shares of International Business Machines from $312.00 to $317.00 and gave the company a “neutral” rating in a research report on Thursday, January 29th. One analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, five have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $330.07.
Check Out Our Latest Analysis on IBM
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 dated Friday, January 30th. The stock was purchased at an average price of $304.00 per share, for a total transaction of $304,000.00. Following the completion of the purchase, the director directly owned 9,258 shares of the company’s stock, valued at $2,814,432. This trade represents a 12.11% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Corporate insiders own 0.18% 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.
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