International Business Machines Corporation $IBM Shares Acquired by Western Wealth Management LLC

Western Wealth Management LLC raised its holdings in shares of International Business Machines Corporation (NYSE:IBMFree Report) by 43.7% in the first quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 11,213 shares of the technology company’s stock after buying an additional 3,409 shares during the period. Western Wealth Management LLC’s holdings in International Business Machines were worth $2,718,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. McGowan Group Asset Management Inc. boosted its stake in shares of International Business Machines by 1.2% during the 4th quarter. McGowan Group Asset Management Inc. now owns 2,693 shares of the technology company’s stock worth $798,000 after acquiring an additional 33 shares in the last quarter. Exencial Wealth Advisors LLC raised its position in shares of International Business Machines by 0.4% during the fourth quarter. Exencial Wealth Advisors LLC now owns 7,874 shares of the technology company’s stock worth $2,332,000 after purchasing an additional 34 shares during the period. Howard Capital Management Inc. raised its position in shares of International Business Machines by 0.5% during the fourth quarter. Howard Capital Management Inc. now owns 6,793 shares of the technology company’s stock worth $2,012,000 after purchasing an additional 35 shares during the period. Prasad Wealth Partners LLC lifted its holdings in shares of International Business Machines by 1.0% during the fourth quarter. Prasad Wealth Partners LLC now owns 3,604 shares of the technology company’s stock valued at $1,068,000 after purchasing an additional 35 shares during the last quarter. Finally, Orca Wealth Management LLC lifted its holdings in shares of International Business Machines by 3.7% during the fourth quarter. Orca Wealth Management LLC now owns 975 shares of the technology company’s stock valued at $285,000 after purchasing an additional 35 shares during the last quarter. Institutional investors own 58.96% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts recently weighed in on IBM shares. JPMorgan Chase & Co. dropped their price target on International Business Machines from $291.00 to $250.00 and set an “overweight” rating on the stock in a research note on Friday, July 17th. Piper Sandler raised shares of International Business Machines to an “overweight” rating in a research note on Tuesday, June 23rd. Argus dropped their price objective on International Business Machines from $360.00 to $280.00 and set a “buy” rating on the stock in a report on Thursday, July 16th. BMO Capital Markets dropped their price target on shares of International Business Machines from $270.00 to $230.00 and set a “market perform” rating on the stock in a research note on Thursday, July 23rd. Finally, The Goldman Sachs Group set a $270.00 price target on shares of International Business Machines in a report on Thursday, July 23rd. Fifteen equities research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $265.40.

Check Out Our Latest Analysis on IBM

Key Headlines Impacting International Business Machines

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

  • Positive Sentiment: Enterprise AI and hybrid-cloud momentum: IBM’s focus on secure, governed and hybrid AI could appeal to large enterprises concerned about data control. Recurring software growth, Red Hat momentum and a growing AI-consulting backlog support the company’s 2026 outlook. However, converting demand into sustained revenue is expected to take time. IBM’s Enterprise AI Strategy Targets Security, Data Control and Trust IBM’s Hybrid Cloud and AI Shift Is Reshaping Its 2026 Growth Outlook
  • Positive Sentiment: Quantum-computing milestones: IBM and research partners reported demonstrations of “quantum advantage,” including simulations and logical-circuit work that reportedly exceed practical classical-computing capabilities. The results strengthen IBM’s technology narrative and could support longer-term commercial opportunities, although quantum revenue remains an emerging story. IBM and Algorithmiq Demonstrate Quantum Advantage
  • Positive Sentiment: Banking-platform collaboration: IBM, Accenture and UniCredit are collaborating on a next-generation European banking platform, providing validation for IBM’s enterprise technology and consulting capabilities. UniCredit, Accenture and IBM Collaborate on Banking Platform
  • Neutral Sentiment: Mixed valuation setup: The pullback has made IBM appear more attractively priced, but analysts still point to modest growth, leverage and a valuation that is not clearly cheap. Recent quarterly results met EPS expectations, while revenue fell short of consensus and rose only about 1% year over year.
  • Negative Sentiment: Legal-investigation notices: Several law firms announced investigations into potential securities-law violations following IBM’s stock decline. These announcements are often promotional and do not establish wrongdoing, but they can add short-term headline pressure and uncertainty. Pomerantz IBM Investor Investigation

International Business Machines Price Performance

NYSE IBM opened at $224.39 on Friday. The stock has a 50-day simple moving average of $261.71 and a 200 day simple moving average of $257.81. International Business Machines Corporation has a twelve month low of $199.19 and a twelve month high of $332.46. The stock has a market capitalization of $211.41 billion, a PE ratio of 19.91, a P/E/G ratio of 2.17 and a beta of 0.68. The company has a debt-to-equity ratio of 1.63, a quick ratio of 0.74 and a current ratio of 0.79.

International Business Machines (NYSE:IBMGet Free Report) last released its earnings results on Wednesday, July 22nd. The technology company reported $2.93 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $2.93. The firm had revenue of $17.16 billion for the quarter, compared to analyst estimates of $17.46 billion. International Business Machines had a return on equity of 35.65% and a net margin of 15.52%.The company’s revenue was up 1.1% on a year-over-year basis. During the same quarter last year, the firm posted $2.80 EPS. Research analysts anticipate that International Business Machines Corporation will post 12.34 EPS for the current year.

International Business Machines Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Monday, August 10th will be paid a $1.69 dividend. The ex-dividend date is Monday, August 10th. This represents a $6.76 annualized dividend and a dividend yield of 3.0%. International Business Machines’s dividend payout ratio (DPR) is presently 59.98%.

International Business Machines Company Profile

(Free Report)

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.

Further Reading

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Institutional Ownership by Quarter for International Business Machines (NYSE:IBM)

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