Townsquare Capital LLC Sells 6,346 Shares of International Business Machines Corporation $IBM

Townsquare Capital LLC cut its holdings in shares of International Business Machines Corporation (NYSE:IBM) by 31.0% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 14,155 shares of the technology company’s stock after selling 6,346 shares during the period. Townsquare Capital LLC’s holdings in International Business Machines were worth $3,994,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently modified their holdings of the business. CFS Investment Advisory Services LLC grew its position in International Business Machines by 0.4% in the third quarter. CFS Investment Advisory Services LLC now owns 9,359 shares of the technology company’s stock valued at $2,878,000 after acquiring an additional 34 shares during the last quarter. KPP Advisory Services LLC boosted its stake in shares of International Business Machines by 1.7% in the 3rd quarter. KPP Advisory Services LLC now owns 2,069 shares of the technology company’s stock valued at $584,000 after purchasing an additional 34 shares in the last quarter. Whelan Financial grew its holdings in shares of International Business Machines by 2.4% during the 2nd quarter. Whelan Financial now owns 1,525 shares of the technology company’s stock valued at $450,000 after purchasing an additional 36 shares during the last quarter. Ignite Planners LLC increased its position in International Business Machines by 0.9% during the 2nd quarter. Ignite Planners LLC now owns 3,964 shares of the technology company’s stock worth $1,133,000 after purchasing an additional 36 shares in the last quarter. Finally, Vishria Bird Financial Group LLC lifted its stake in International Business Machines by 3.0% in the 3rd quarter. Vishria Bird Financial Group LLC now owns 1,230 shares of the technology company’s stock valued at $347,000 after purchasing an additional 36 shares during the last quarter. Institutional investors own 58.96% of the company’s stock.

International Business Machines News Roundup

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

• Positive Sentiment: Q4 beat and bullish 2026 outlook — IBM reported Q4 EPS of $4.52 and revenue of $19.69B (up ~12%), driven by double-digit Software and Infrastructure growth; management expects full?year revenue growth above 5% and rising free cash flow. IBM beats fourth-quarter estimates, forecasts 5% revenue growth in 2026
• Positive Sentiment: After?hours rally reflects investor enthusiasm for AI momentum — markets reacted strongly after the close to the earnings/guidance beat, lifting the stock in after?hours trading. Why IBM Stock Is Soaring in After-Hours Trading
• Positive Sentiment: Wall Street backing — Several firms raised targets or reiterated positive views (Evercore ISI raised its target to $345/outperform; JPMorgan raised its target and updated its view as software growth supports the outlook), supporting near?term upside. JPMorgan Raises IBM Target as Software Growth Drives Q4 Outlook Evercore raises IBM price target
• Positive Sentiment: Dividend affirmed — IBM declared a quarterly dividend of $1.68 per share (record Feb 10, payable Mar 10), which supports income investors and can steady the share base. IBM releases fourth-quarter results (PR Newswire)
• Neutral Sentiment: Confluent acquisition strategy — Analysis of IBM’s $11B Confluent deal highlights strategic positioning in real?time data streaming for AI; the move could accelerate growth but adds execution and integration risk. Cloud Stocks: Analysis Of IBM’s Confluent Acquisition
• Negative Sentiment: Large bond issuance underway — IBM launched a multi-part euro/dollar bond sale seeking over $7B after earnings; this raises near?term debt issuance and leverage considerations (IBM already carries significant debt), which investors should monitor. IBM selling four-part euro bond after earnings topped estimates

Wall Street Analysts Forecast Growth

Several brokerages have recently issued reports on IBM. Evercore ISI upped their price target on shares of International Business Machines from $330.00 to $345.00 and gave the stock an “outperform” rating in a report on Thursday. Sanford C. Bernstein reiterated a “market perform” rating on shares of International Business Machines in a research report on Wednesday, December 10th. Oppenheimer set a $380.00 price target on International Business Machines and gave the stock an “outperform” rating in a report on Thursday. Wedbush raised their price objective on shares of International Business Machines from $325.00 to $340.00 and gave the company an “outperform” rating in a report on Thursday. Finally, JPMorgan Chase & Co. boosted their target price on shares of International Business Machines from $312.00 to $317.00 and gave the stock a “neutral” rating in a report on Thursday. One investment 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. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $327.93.

International Business Machines Trading Up 4.9%

NYSE:IBM opened at $308.67 on Friday. International Business Machines Corporation has a 52 week low of $214.50 and a 52 week high of $324.90. The firm’s fifty day moving average is $302.67 and its 200-day moving average is $282.98. The firm has a market cap of $288.53 billion, a P/E ratio of 27.68, a P/E/G ratio of 2.85 and a beta of 0.70. The company has a debt-to-equity ratio of 1.97, a quick ratio of 0.89 and a current ratio of 0.93.

International Business Machines (NYSE:IBM) last issued its quarterly earnings results on Wednesday, January 28th. The technology company reported $4.52 EPS for the quarter, beating analysts’ consensus estimates of $4.33 by $0.19. International Business Machines had a net margin of 15.69% and a return on equity of 39.96%. The business had revenue of $19.69 billion for the quarter, compared to analysts’ expectations of $19.23 billion. During the same quarter in the prior year, the firm posted $3.92 earnings per share. The business’s quarterly revenue was up 12.2% compared to the same quarter last year. Equities analysts expect that International Business Machines Corporation will post 10.78 earnings per share for the current year.

International Business Machines Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 10th will be paid a $1.68 dividend. The ex-dividend date of this dividend is Tuesday, February 10th. This represents a $6.72 annualized dividend and a yield of 2.2%. International Business Machines’s payout ratio is 80.38%.

International Business Machines Company 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.