Meridian Wealth Advisors LLC Buys 2,937 Shares of International Business Machines Corporation $IBM

Meridian Wealth Advisors LLC grew its stake in shares of International Business Machines Corporation (NYSE:IBM) by 32.4% during the third quarter, Holdings Channel reports. The institutional investor owned 11,991 shares of the technology company’s stock after buying an additional 2,937 shares during the period. Meridian Wealth Advisors LLC’s holdings in International Business Machines were worth $3,383,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in IBM. Winnow Wealth LLC purchased a new position in International Business Machines during the second quarter valued at approximately $27,000. Mountain Hill Investment Partners Corp. purchased a new stake in shares of International Business Machines in the third quarter worth $28,000. Trifecta Capital Advisors LLC raised its position in shares of 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 period. Legacy Wealth Managment LLC ID lifted its stake in shares of International Business Machines by 48.5% during the 2nd quarter. Legacy Wealth Managment LLC ID now owns 147 shares of the technology company’s stock valued at $43,000 after buying an additional 48 shares in the last quarter. Finally, Davis Capital Management purchased a new position in shares of International Business Machines during the 3rd quarter valued at $54,000. 58.96% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In related news, Director David N. Farr purchased 1,000 shares of the company’s stock in a transaction that occurred on Friday, January 30th. The stock was bought at an average price 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 in the company, valued at approximately $2,814,432. The trade was a 12.11% increase in their position. The purchase was disclosed in a filing with the SEC, which is available at the SEC website. Also, Director Michael Miebach acquired 434 shares of International Business Machines stock in a transaction on Wednesday, February 25th. The shares were bought 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 of the company’s stock, valued at $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. Insiders have bought a total of 1,484 shares of company stock worth $417,157 over the last 90 days. Corporate insiders own 0.18% of the company’s stock.

Analyst Ratings Changes

A number of brokerages have issued reports on IBM. Wall Street Zen lowered International Business Machines from a “buy” rating to a “hold” rating in a research note on Sunday, January 11th. BMO Capital Markets reaffirmed a “market perform” rating and issued a $350.00 price objective on shares of International Business Machines in a research note on Thursday, January 29th. 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. UBS Group upgraded International Business Machines from a “sell” rating to a “neutral” rating and set a $236.00 price target for the company in a research note on Wednesday. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of International Business Machines in a research report on Thursday, January 22nd. One 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. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $320.87.

International Business Machines Stock Performance

NYSE:IBM opened at $239.78 on Friday. The company has a market cap of $224.92 billion, a price-to-earnings ratio of 21.51, a PEG ratio of 2.41 and a beta of 0.69. International Business Machines Corporation has a 1 year low of $214.50 and a 1 year high of $324.90. The stock’s 50 day simple moving average is $287.17 and its two-hundred day simple moving average is $283.93. 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 (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. 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 during the quarter, compared to analyst estimates of $19.23 billion. During the same period last year, the firm posted $3.92 earnings per share. International Business Machines’s revenue for the quarter was up 12.2% compared to the same quarter last year. As a group, equities analysts anticipate that International Business Machines Corporation will post 10.78 earnings per share for the current fiscal year.

International Business Machines Dividend Announcement

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

International Business Machines News Summary

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

• Positive Sentiment: UBS upgraded IBM (from Sell to Neutral), which helped spark buying interest and provided a near‑term catalyst by arguing the recent selloff improved the stock’s risk/reward. UBS upgrades International Business Machines (IBM)
• Positive Sentiment: IBM won a government/defense-related contract (up to ~$112M) to modernize commissary pricing systems — a concrete services booking that supports revenue visibility in consulting/integration work. Can IBM’s New Defense Contract Win Boost Top-Line Growth?
• Positive Sentiment: Company insiders (directors) made small share purchases, which investors often view as a vote of confidence after recent price weakness. International Business Machines (NYSE:IBM) Director Michelle Howard Buys 50 Shares
• Positive Sentiment: Several analysts and deep-dive pieces argue the earlier AI-driven selloff was overdone given IBM’s solid Q4 results, cash flow and strategic positioning in hybrid cloud/AI — supporting a recovery narrative. IBM’s Steep Drop on AI Fears May Be an Overreaction
• Neutral Sentiment: Morgan Stanley trimmed its price target to $247 and moved to an “equal weight” stance — this tempers upside expectations and can cap near‑term momentum without being a full downgrade. Morgan Stanley Lowers International Business Machines (NYSE:IBM) Price Target to $247.00
• Neutral Sentiment: IBM’s security research (2026 X‑Force Threat Intelligence Index) highlights rising ransomware and cyber threats — a mixed signal: higher market risk overall but potential tailwinds for IBM’s security services. Ransomware Surges 49% as AI Makes Cyberattacks Faster and Easier, IBM Says
• Negative Sentiment: Anthropic’s new COBOL/legacy modernization tools (Claude Code) triggered the earlier steep selloff amid fears these AI tools could erode IBM’s services revenue from legacy modernization — this remains the primary near‑term downside risk. IBM Is Just AI’s Latest Victim
• Negative Sentiment: High‑profile commentary (e.g., Jim Cramer) highlighted the abrupt drop after Anthropic’s announcement, amplifying short‑term fear and volatility even though some analysts call the reaction overblown. Jim Cramer on International Business Machines

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.