Mosley Wealth Management acquired a new stake in International Business Machines Corporation (NYSE:IBM – Free Report) in the fourth quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor acquired 2,349 shares of the technology company’s stock, valued at approximately $680,000.
A number of other institutional investors have also recently bought and sold shares of IBM. Family CFO Inc bought a new position in International Business Machines in the 4th quarter valued at $25,000. Basepoint Wealth LLC bought a new position in International Business Machines in the 4th quarter valued at $25,000. Joseph Group Capital Management bought a new position in International Business Machines in the 4th quarter valued at $28,000. SWAN Capital LLC bought a new position in shares of International Business Machines during the 3rd quarter worth $28,000. Finally, DecisionPoint Financial LLC grew its stake in shares of International Business Machines by 1,666.7% during the 4th quarter. DecisionPoint Financial LLC now owns 106 shares of the technology company’s stock worth $31,000 after acquiring an additional 100 shares during the period. Institutional investors own 58.96% of the company’s stock.
Key Stories Impacting International Business Machines
Here are the key news stories impacting International Business Machines this week:
- Positive Sentiment: IBM announced a multi-year partnership with ServiceNow to help modernize legacy IT systems and speed enterprise AI deployment, with the companies aiming to broaden adoption by the second half of 2026. IBM (IBM) and ServiceNow (NOW) Unite to Accelerate Enterprise AI Deployment
- Positive Sentiment: IBM and JA Worldwide expanded their global collaboration through IBM SkillsBuild, targeting AI and digital-skills training for up to one million high-school students, which supports IBM’s brand and long-term workforce-development strategy. JA Worldwide and IBM Expand Global Collaboration with Goal of Delivering AI and Digital Skills to Up to One Million High-School Students
- Positive Sentiment: Commentary from Jim Cramer and other market coverage highlighted IBM as a more practical way to play the quantum-computing theme, which may be drawing speculative and institutional interest into the stock. Jim Cramer Recommends IBM Over Xanadu Quantum
- Neutral Sentiment: Technology stocks were broadly stronger late Thursday, helping support IBM alongside the sector. Sector Update: Tech Stocks Gain Late Afternoon
- Neutral Sentiment: Erste Group Bank slightly reduced its FY2027 EPS estimate for IBM to $13.41 from $13.46, but kept a Hold rating and the change was small, so it is unlikely to be a major driver. Analyst estimate update for International Business Machines
- Neutral Sentiment: Ongoing commentary around quantum computing and AI infrastructure keeps IBM in the market narrative, but some analyst comparisons suggest other AI names may offer faster growth, tempering enthusiasm. Celestica vs. IBM: Which AI Infrastructure Stock is the Better Buy?
International Business Machines Stock Up 1.0%
International Business Machines (NYSE:IBM – Get Free Report) last issued its earnings results on Wednesday, April 22nd. The technology company reported $1.91 EPS for the quarter, topping the consensus estimate of $1.81 by $0.10. International Business Machines had a return on equity of 37.23% and a net margin of 15.61%.The business had revenue of $15.92 billion during the quarter, compared to the consensus estimate of $15.60 billion. During the same quarter last year, the company earned $1.60 EPS. The firm’s revenue was up 9.5% compared to the same quarter last year. Research analysts anticipate that International Business Machines Corporation will post 12.4 earnings per share for the current fiscal year.
International Business Machines Increases Dividend
The business also recently announced a quarterly dividend, which was paid on Wednesday, June 10th. Shareholders of record on Friday, May 8th were paid a $1.69 dividend. The ex-dividend date was Friday, May 8th. This represents a $6.76 annualized dividend and a yield of 2.5%. This is an increase from International Business Machines’s previous quarterly dividend of $1.68. International Business Machines’s dividend payout ratio is 59.77%.
Analyst Upgrades and Downgrades
Several research analysts have recently weighed in on the company. Morgan Stanley increased their price target on International Business Machines from $215.00 to $225.00 and gave the stock an “equal weight” rating in a research note on Thursday, April 23rd. Stifel Nicolaus set a $290.00 price target on International Business Machines in a research note on Friday, May 22nd. HSBC upgraded International Business Machines from a “reduce” rating to a “hold” rating and increased their price target for the stock from $218.00 to $231.00 in a research note on Tuesday, April 28th. Jefferies Financial Group cut their price target on International Business Machines from $370.00 to $320.00 and set a “buy” rating for the company in a research note on Monday, April 20th. Finally, Erste Group Bank downgraded International Business Machines from a “buy” rating to a “hold” rating in a research note on Wednesday, February 18th. One analyst has rated the stock with a Strong Buy rating, fifteen have issued a Buy rating and seven have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $304.17.
Get Our Latest Analysis on International Business Machines
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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