Mutual of America Capital Management LLC Has $28.44 Million Holdings in International Business Machines Corporation $IBM

Mutual of America Capital Management LLC decreased its stake in shares of International Business Machines Corporation (NYSE:IBM) by 5.3% during the third quarter, according to the company in its most recent filing with the SEC. The fund owned 100,802 shares of the technology company’s stock after selling 5,623 shares during the period. Mutual of America Capital Management LLC’s holdings in International Business Machines were worth $28,442,000 as of its most recent filing with the SEC.

A number of other institutional investors have also made changes to their positions in IBM. Family CFO Inc bought a new position in shares of International Business Machines in the second quarter valued at approximately $25,000. Winnow Wealth LLC acquired a new position in International Business Machines during the 2nd quarter worth $27,000. Mountain Hill Investment Partners Corp. bought a new stake in International Business Machines during the third quarter valued at about $28,000. Copia Wealth Management grew its position in shares of International Business Machines by 57.6% in the second quarter. Copia Wealth Management now owns 134 shares of the technology company’s stock valued at $40,000 after purchasing an additional 49 shares during the last quarter. Finally, Legacy Wealth Managment LLC ID increased its stake in shares of International Business Machines by 48.5% in the second quarter. Legacy Wealth Managment LLC ID now owns 147 shares of the technology company’s stock worth $43,000 after purchasing an additional 48 shares during the period. 58.96% of the stock is owned by institutional investors.

Key Headlines Impacting International Business Machines

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

• Positive Sentiment: JPMorgan and other analysts are bullish — a JPMorgan analyst said IBM’s stock is likely to rise, and other outlets report the stock trading higher following an analyst upgrade, providing near?term buying interest ahead of earnings. International Business Machines (NYSE:IBM) Stock Price Expected to Rise Trading 2.1% Higher After Analyst Upgrade
• Positive Sentiment: Evercore ISI raised its price target to $330 and added IBM to a tactical outperform list — a clear signal that some brokers see upside from current levels. Evercore ISI raises IBM price target to $330
• Positive Sentiment: Jefferies reiterates a Buy and sees potential reacceleration in software growth heading into the print — this supports expectations for upward estimate revisions in 2026. IBM software growth seen reaccelerating ahead of earnings: Jefferies
• Positive Sentiment: Research and product catalysts: IBM’s new machine?learning model for chip design (with Ansys and DARPA) is being touted as meaningful for next?gen chips — a longer?term tech differentiator tied to its AI strategy. Why IBM’s New Machine?Learning Model Is a Big Deal
• Positive Sentiment: Multiple earnings previews (Seeking Alpha, Zacks, The Motley Fool) highlight stronger Q4 prospects driven by consulting (AI uptake, Microsoft partnership), software/watsonx tailwinds and the Confluent deal — these previews raise the odds of an upside surprise. IBM Q4 Earnings Preview Unlocking Q4 Potential of IBM
• Neutral Sentiment: Reminder: IBM’s earnings date is Jan. 28 — expectations are elevated, so the report could amplify volatility. Mark Your Calendars for January 28
• Neutral Sentiment: Analyst commentary and roundup pieces (CNBC/Benzinga, Yahoo) largely expect a solid quarter but differ on valuation timing — useful for positioning but not immediate catalysts. CNBC Final Trades
• Negative Sentiment: Short?term price weakness: coverage notes and market pieces report the stock has slid recently despite higher targets — signaling profit?taking and that upgrades aren’t fully translating into immediate gains. IBM Stock Slides Even as Analysts Raise Targets

International Business Machines Trading Down 0.8%

Shares of International Business Machines stock opened at $292.43 on Monday. The company’s fifty day moving average price is $302.13 and its two-hundred day moving average price is $282.58. The firm has a market capitalization of $273.35 billion, a PE ratio of 34.98, a price-to-earnings-growth ratio of 2.83 and a beta of 0.70. International Business Machines Corporation has a 52-week low of $214.50 and a 52-week high of $324.90. The company has a debt-to-equity ratio of 1.97, a current ratio of 0.93 and a quick ratio of 0.89.

Analyst Upgrades and Downgrades

Several brokerages recently weighed in on IBM. Jefferies Financial Group upgraded International Business Machines from a “hold” rating to a “buy” rating and increased their target price for the company from $300.00 to $360.00 in a research note on Monday, January 5th. Evercore ISI increased their price objective on International Business Machines from $315.00 to $330.00 and gave the company an “outperform” rating in a research report on Tuesday, January 20th. Erste Group Bank raised shares of International Business Machines from a “hold” rating to a “buy” rating in a research report on Friday, December 5th. BMO Capital Markets increased their price target on shares of International Business Machines from $300.00 to $305.00 and gave the company a “market perform” rating in a report on Thursday, October 23rd. Finally, Stifel Nicolaus boosted their price objective on shares of International Business Machines from $295.00 to $325.00 and gave the stock a “buy” rating in a report on Tuesday, December 9th. One analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, International Business Machines currently has an average rating of “Moderate Buy” and a consensus price target of $306.86.

About International Business Machines

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.