4,183 International Business Machines Corporation $IBM Shares Purchased by Financial & Tax Architects LLC

Posted by George Bondi on Oct 16th, 2026

Financial & Tax Architects LLC lifted its stake in International Business Machines Corporation (NYSE:IBM – Free Report) by 14.2% in the third quarter, HoldingsChannel.com reports. The fund owned 33,549 shares of the technology company’s stock after purchasing an additional 4,183 shares during the period. International Business Machines accounts for 1.6% of Financial & Tax Architects LLC’s holdings, making the stock its 23rd biggest position. Financial & Tax Architects LLC’s holdings in International Business Machines were worth $7,378,000 at the end of the most recent reporting period.

Several other hedge funds have also recently made changes to their positions in IBM. Portus Wealth Advisors LLC purchased a new stake in International Business Machines in the first quarter worth approximately $26,000. Harborfront Financial Group LLC bought a new stake in International Business Machines in the 2nd quarter worth approximately $27,000. Hara Capital LLC bought a new stake in International Business Machines in the 2nd quarter worth approximately $28,000. Bare Financial Services Inc raised its stake in International Business Machines by 114.6% during the 2nd quarter. Bare Financial Services Inc now owns 103 shares of the technology company’s stock valued at $29,000 after buying an additional 55 shares during the last quarter. Finally, Caitlin John LLC purchased a new stake in International Business Machines during the 2nd quarter valued at $35,000. 58.96% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several equities analysts have recently weighed in on IBM shares. BMO Capital Markets lowered their price target on International Business Machines from $270.00 to $230.00 and set a “market perform” rating on the stock in a report on Thursday, July 23rd. Citic Securities raised their price target on International Business Machines from $294.00 to $297.00 and gave the stock a “buy” rating in a research note on Wednesday, July 29th. UBS Group reaffirmed a “neutral” rating on shares of International Business Machines in a report on Tuesday. Evercore reduced their price objective on International Business Machines from $310.00 to $250.00 and set an “outperform” rating for the company in a research report on Thursday, July 16th. Finally, Craig Hallum started coverage on International Business Machines in a research report on Wednesday, August 19th. They set a “buy” rating for the company. Nineteen research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $254.96.

Check Out Our Latest Report on IBM

International Business Machines Stock Performance

IBM opened at $234.04 on Friday. The company has a current ratio of 0.79, a quick ratio of 0.74 and a debt-to-equity ratio of 1.63. The company has a market cap of $220.50 billion, a price-to-earnings ratio of 20.77, a PEG ratio of 2.17 and a beta of 0.73. The company’s 50 day moving average is $232.08 and its 200 day moving average is $243.66. International Business Machines Corporation has a 12-month low of $199.19 and a 12-month high of $332.46.

International Business Machines (NYSE:IBM – Get Free Report) last announced its earnings results on Wednesday, July 22nd. The technology company reported $2.93 EPS for the quarter, meeting analysts’ consensus estimates of $2.93. International Business Machines had a net margin of 15.52% and a return on equity of 35.65%. The business had revenue of $17.16 billion during the quarter, compared to analysts’ expectations of $17.46 billion. During the same period in the prior year, the company earned $2.80 earnings per share. The firm’s revenue was up 1.1% on a year-over-year basis. On average, equities research analysts predict that International Business Machines Corporation will post 12.33 EPS for the current year.

International Business Machines Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Thursday, September 10th. Stockholders of record on Monday, August 10th were paid a dividend of $1.69 per share. This represents a $6.76 annualized dividend and a dividend yield of 2.9%. The ex-dividend date was Monday, August 10th. International Business Machines’s dividend payout ratio (DPR) is currently 59.98%.

More International Business Machines News

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

Positive Sentiment: Potential earnings beat: Bank of America expects IBM to modestly exceed third-quarter estimates, while maintaining its 2026 outlook. The bank reiterated a “buy” rating and $280 price target, citing higher-margin software growth, improving profitability and strong free cash flow. IBM poised for modest third-quarter beat, says Bank of America
Positive Sentiment: Analyst support: Morgan Stanley raised its IBM price target from $190 to $238, although it retained an “equal weight” rating. Royal Bank of Canada also reaffirmed its “outperform” rating, providing additional support ahead of earnings.
Positive Sentiment: Semiconductor research collaboration: IBM and Siemens are working together to advance IBM’s nanostack transistor architecture. Siemens will contribute electronic-design automation, process simulation and manufacturing expertise, potentially strengthening IBM’s long-term semiconductor and technology prospects. IBM and Siemens Collaborate on Research to Advance Nanostack Architecture
Neutral Sentiment: AI governance demand: IBM reported that 80% of surveyed EMEA executives had escalated an AI-related incident to their board or C-suite. The findings highlight a growing need for AI governance, cybersecurity and compliance services, but also show that many organizations are not yet prepared for autonomous AI agents. IBM Study on AI Incidents and Governance
Negative Sentiment: Dividend and balance-sheet concerns: IBM’s century-long record of annual dividend increases is being tested by token-sized raises, rising debt and concerns that shareholder payouts could compete with funding for AI investments. IBM Dividend and Debt Concerns
Negative Sentiment: Cash-flow quality and execution risks: Analysts note that much of IBM’s first-half operating-cash-flow improvement came from movements in financing receivables rather than clearly sustainable growth. Investors also remain focused on competition, margin pressure and whether AI and hybrid-cloud expansion can justify IBM’s premium valuation.

Insider Activity

In other news, SVP Robert Thomas sold 25,000 shares of the business’s stock in a transaction on Wednesday, August 26th. The shares were sold at an average price of $230.32, for a total transaction of $5,758,000.00. Following the completion of the sale, the senior vice president owned 47,800 shares of the company’s stock, valued at $11,009,296. The trade was a 34.34% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. 0.27% of the stock is currently owned by insiders.

About International Business Machines

(Free Report)

International Business Machines Corporation (NYSE:IBM), commonly known as IBM, is a global technology company that provides hybrid cloud, artificial intelligence, software, consulting and infrastructure solutions. Its offerings help businesses and government organizations manage data, modernize applications, automate processes and improve cybersecurity.

IBM’s portfolio includes the Red Hat hybrid cloud platform, the watsonx suite of artificial intelligence and data tools, consulting services, and enterprise software for areas such as automation, application management, security and asset management.