HB Wealth Management LLC Raises Stock Position in International Business Machines Corporation $IBM

HB Wealth Management LLC boosted its position in shares of International Business Machines Corporation (NYSE:IBM) by 5.0% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 86,702 shares of the technology company’s stock after purchasing an additional 4,109 shares during the period. HB Wealth Management LLC’s holdings in International Business Machines were worth $25,682,000 at the end of the most recent quarter.

Other institutional investors also recently bought and sold shares of the company. Family CFO Inc purchased a new position in International Business Machines in the fourth quarter worth approximately $25,000. Mountain Hill Investment Partners Corp. purchased a new stake in International Business Machines in the 3rd quarter valued at about $28,000. SWAN Capital LLC purchased a new stake in International Business Machines in the 3rd quarter valued at about $28,000. Trifecta Capital Advisors LLC raised its holdings in International Business Machines by 129.1% in the 3rd quarter. Trifecta Capital Advisors LLC now owns 126 shares of the technology company’s stock valued at $36,000 after buying an additional 71 shares during the period. Finally, American Wealth Advisors LLC purchased a new stake in International Business Machines in the 3rd quarter valued at about $40,000. 58.96% of the stock is owned by hedge funds and other institutional investors.

International Business Machines News Roundup

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

• Positive Sentiment: IBM beat Wall Street on both EPS and revenue for Q1 (EPS $1.91 vs. $1.81 est.; revenue $15.92B), continuing its string of upside surprises — a primary reason the initial reaction included upside momentum. IBM tops quarterly estimates on hybrid cloud growth
• Positive Sentiment: AI adoption and cloud/hybrid demand drove double?digit growth in software and infrastructure and boosted Z mainframe hardware (reported ~51% growth), supporting revenue quality tied to AI workloads. IBM Posts Higher First-Quarter Sales, Buoyed by AI
• Positive Sentiment: IBM reported margin expansion, double?digit profit growth and free cash flow improvement in the quarter — these operational positives support valuation and dividend sustainability. IBM RELEASES FIRST-QUARTER RESULTS
• Neutral Sentiment: The company maintained its FY?2026 guidance; management cites geopolitical uncertainty (Iran war) and macro risks as reasons for caution — this removes upside from guide raises but reduces surprise risk to the downside. IBM CEO Krishna says Iran, other uncertainty is weighing on company’s outlook
• Neutral Sentiment: IBM continues strategic AI/quantum and security partnerships (Adobe, university collaborations, new cybersecurity tools), which underpin longer?term growth but are less likely to move near?term earnings guidance. IBM Introduces Industry Solutions for AI?Powered Experience Orchestration with Adobe
• Negative Sentiment: Investors focused on underwhelming software/consulting details and a soft spot in consulting revenue — areas where AI disruption and client spending patterns create uncertainty, which pressured the stock. IBM’s stock falls as software revenue underwhelms
• Negative Sentiment: Shares dropped in after?hours/early trading despite the beat as investors punished the lack of guide upside and the mixed signal between strong AI hardware/software gains and consulting softness. IBM Shares Drop Despite Q1 Earnings Beat: Details

International Business Machines Trading Down 1.5%

NYSE IBM opened at $251.72 on Thursday. The firm has a 50 day simple moving average of $247.04 and a 200-day simple moving average of $281.21. The company has a debt-to-equity ratio of 1.67, a quick ratio of 0.92 and a current ratio of 0.96. International Business Machines Corporation has a one year low of $220.72 and a one year high of $324.90. The firm has a market cap of $236.12 billion, a price-to-earnings ratio of 22.58, a PEG ratio of 2.68 and a beta of 0.69.

International Business Machines (NYSE:IBM) last posted its quarterly earnings data on Wednesday, April 22nd. The technology company reported $1.91 EPS for the quarter, beating the consensus estimate of $1.81 by $0.10. International Business Machines had a net margin of 15.69% and a return on equity of 38.15%. The business had revenue of $15.92 billion during the quarter, compared to analyst estimates of $15.60 billion. During the same quarter last year, the firm posted $1.60 earnings per share. The business’s revenue for the quarter was up 9.5% compared to the same quarter last year. Equities research analysts anticipate that International Business Machines Corporation will post 12.34 EPS for the current fiscal year.

International Business Machines Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, June 10th. Stockholders of record on Friday, May 8th will be given a dividend of $1.69 per share. This is an increase from International Business Machines’s previous quarterly dividend of $1.68. This represents a $6.76 dividend on an annualized basis and a dividend yield of 2.7%. The ex-dividend date of this dividend is Friday, May 8th. International Business Machines’s dividend payout ratio is currently 60.27%.

Analysts Set New Price Targets

Several analysts recently issued reports on IBM shares. Erste Group Bank lowered shares of International Business Machines from a “buy” rating to a “hold” rating in a report on Wednesday, February 18th. Dbs Bank raised shares of International Business Machines from a “hold” rating to a “moderate buy” rating in a research report on Monday, January 19th. Wall Street Zen cut shares of International Business Machines from a “buy” rating to a “hold” rating in a research report on Sunday, January 11th. JPMorgan Chase & Co. lowered their price objective on shares of International Business Machines from $317.00 to $283.00 and set a “neutral” rating for the company in a research report on Wednesday, March 18th. Finally, Morgan Stanley set a $215.00 price objective on shares of International Business Machines in a research report on Tuesday, April 14th. One investment analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and eight have issued a Hold rating to the stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $298.81.

Insiders Place Their Bets

In related news, Director Michael Miebach acquired 434 shares of the business’s stock in a transaction dated Wednesday, February 25th. The shares were acquired at an average price of $233.33 per share, with a total value of $101,265.22. Following the completion of the transaction, the director owned 434 shares of the company’s stock, valued at $101,265.22. The trade was a ? increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, Director David N. Farr acquired 1,000 shares of the business’s stock in a transaction dated Friday, January 30th. The shares were bought at an average cost of $304.00 per share, for a total transaction of $304,000.00. Following the transaction, the director directly owned 9,258 shares of the company’s stock, valued at approximately $2,814,432. This trade represents a 12.11% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have bought 1,484 shares of company stock worth $417,157 in the last ninety days. Corporate insiders own 0.27% of the company’s stock.

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.