IFP Advisors Inc Has $8.76 Million Stake in International Business Machines Corporation $IBM

IFP Advisors Inc raised its position in International Business Machines Corporation (NYSE:IBM) by 14.2% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 30,890 shares of the technology company’s stock after acquiring an additional 3,852 shares during the quarter. IFP Advisors Inc’s holdings in International Business Machines were worth $8,761,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently modified their holdings of IBM. CFS Investment Advisory Services LLC lifted its stake in International Business Machines by 0.4% in the 3rd quarter. CFS Investment Advisory Services LLC now owns 9,359 shares of the technology company’s stock valued at $2,878,000 after purchasing an additional 34 shares during the last quarter. KPP Advisory Services LLC increased its position in International Business Machines by 1.7% during the third quarter. KPP Advisory Services LLC now owns 2,069 shares of the technology company’s stock worth $584,000 after buying an additional 34 shares during the last quarter. Marco Investment Management LLC increased its position in International Business Machines by 0.3% during the third quarter. Marco Investment Management LLC now owns 10,774 shares of the technology company’s stock worth $3,040,000 after buying an additional 34 shares during the last quarter. MA Private Wealth raised its stake in International Business Machines by 1.5% in the third quarter. MA Private Wealth now owns 2,242 shares of the technology company’s stock valued at $633,000 after buying an additional 34 shares during the period. Finally, Altman Advisors Inc. raised its stake in International Business Machines by 0.3% in the third quarter. Altman Advisors Inc. now owns 9,929 shares of the technology company’s stock valued at $2,802,000 after buying an additional 34 shares during the period. Institutional investors own 58.96% of the company’s stock.

International Business Machines Price Performance

International Business Machines stock opened at $251.31 on Thursday. The company has a market capitalization of $235.74 billion, a price-to-earnings ratio of 22.54, a PEG ratio of 2.57 and a beta of 0.73. 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 12 month low of $214.50 and a 12 month high of $324.90. The stock’s 50 day moving average is $274.07 and its 200-day moving average is $284.72.

International Business Machines (NYSE:IBM) last released its quarterly earnings results on Wednesday, January 28th. The technology company reported $4.52 earnings per share for the quarter, topping the consensus estimate of $4.33 by $0.19. The business had revenue of $19.69 billion during the quarter, compared to analysts’ expectations of $19.23 billion. International Business Machines had a return on equity of 38.15% and a net margin of 15.69%.The firm’s revenue for the quarter was up 12.2% compared to the same quarter last year. During the same period last year, the firm posted $3.92 EPS. Equities research analysts expect that International Business Machines Corporation will post 10.78 EPS for the current year.

International Business Machines Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 10th were issued a dividend of $1.68 per share. The ex-dividend date of this dividend was Tuesday, February 10th. This represents a $6.72 dividend on an annualized basis and a dividend yield of 2.7%. International Business Machines’s dividend payout ratio (DPR) is currently 60.27%.

Analyst Ratings Changes

Several brokerages have recently commented on IBM. Dbs Bank upgraded International Business Machines from a “hold” rating to a “moderate buy” rating in a research note on Monday, January 19th. UBS Group upgraded International Business Machines from a “sell” rating to a “neutral” rating and set a $236.00 price target on the stock in a research note on Wednesday, February 25th. Royal Bank Of Canada set a $361.00 price target on International Business Machines in a report on Thursday, January 29th. Erste Group Bank cut shares of International Business Machines from a “buy” rating to a “hold” rating in a research report on Wednesday, February 18th. Finally, Morgan Stanley decreased their price objective on shares of International Business Machines from $304.00 to $247.00 and set an “equal weight” rating on the stock in a report on Wednesday, February 25th. One investment analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and eight have given a Hold rating to the stock. According to MarketBeat.com, International Business Machines presently has a consensus rating of “Moderate Buy” and an average target price of $318.60.

International Business Machines News Roundup

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

• Positive Sentiment: IBM completed its acquisition of Confluent for about $11bn, adding real‑time data streaming to its stack and announcing day‑one integrations with watsonx.data, IBM MQ, webMethods and IBM Z — a move IBM says will power AI agents and hybrid enterprise workflows. This is a meaningful strategic accelerator for IBM’s AI roadmap. IBM Completes Acquisition of Confluent
• Positive Sentiment: IBM expanded its partnership with NVIDIA to embed NVIDIA GPUs into IBM Cloud and Red Hat AI Factory, aimed at moving enterprise AI projects from pilot to production — a commercial ramp that could drive software, services and cloud demand. IBM and NVIDIA Partner to Help Businesses Deploy AI at Scale
• Positive Sentiment: IBM Consulting teamed with The Hackett Group to help clients prioritize high‑ROI AI use cases and align them to existing workflows — an initiative that could accelerate enterprise AI adoption and consulting services revenue. IBM Business Operations and The Hackett Group Collaborate to Accelerate and Enhance Enterprise AI Business Outcomes
• Positive Sentiment: Recognition of IBM research: IBM Fellow Charles H. Bennett was named a co‑recipient of the A.M. Turing Award, reinforcing IBM’s standing in advanced computing and quantum research — positive for long‑term reputation and innovation credentials. IBM Fellow and Quantum Pioneer Charles H. Bennett Receives A.M. Turing Award
• Neutral Sentiment: Procedural: Confluent has been delisted from Nasdaq following the acquisition — an expected corporate housekeeping step with limited direct impact on IBM’s near‑term financials. IBM Completes Confluent Acquisition, Company Delists from Nasdaq
• Negative Sentiment: JPMorgan reduced its price target on IBM from $317 to $283 and moved to a “neutral” rating — a notable analyst downgrade that can prompt selling or reduce buying interest in the near term. JPMorgan Lowers IBM Price Target
• Negative Sentiment: Near‑term technical/market pressure: the stock sits below recent 50‑ and 200‑day averages and volume is lighter than average, conditions that can amplify downside when analyst sentiment turns cautious. (Background trading data.)

Insiders Place Their Bets

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