Impact Partnership Wealth LLC Boosts Stake in International Business Machines Corporation $IBM

Impact Partnership Wealth LLC raised its position in International Business Machines Corporation (NYSE:IBM) by 194.1% during the third quarter, Holdings Channel reports. The firm owned 3,917 shares of the technology company’s stock after buying an additional 2,585 shares during the quarter. Impact Partnership Wealth LLC’s holdings in International Business Machines were worth $1,105,000 at the end of the most recent quarter.

A number of other large investors also recently added to or reduced their stakes in the company. Alpha Cubed Investments LLC grew its stake in shares of International Business Machines by 27.9% in the third quarter. Alpha Cubed Investments LLC now owns 10,276 shares of the technology company’s stock valued at $2,899,000 after buying an additional 2,243 shares in the last quarter. Valley Wealth Managers Inc. boosted its holdings in International Business Machines by 2.5% during the 3rd quarter. Valley Wealth Managers Inc. now owns 18,877 shares of the technology company’s stock valued at $5,326,000 after acquiring an additional 460 shares during the period. Carl P. Sherr & Co. LLC boosted its holdings in International Business Machines by 0.6% during the 3rd quarter. Carl P. Sherr & Co. LLC now owns 8,340 shares of the technology company’s stock valued at $2,353,000 after acquiring an additional 49 shares during the period. Benedict Financial Advisors Inc. grew its position in International Business Machines by 4.4% in the 3rd quarter. Benedict Financial Advisors Inc. now owns 3,922 shares of the technology company’s stock valued at $1,107,000 after acquiring an additional 167 shares in the last quarter. Finally, MTM Investment Management LLC increased its stake in International Business Machines by 1.4% during the third quarter. MTM Investment Management LLC now owns 3,691 shares of the technology company’s stock worth $1,041,000 after purchasing an additional 50 shares during the period. 58.96% of the stock is currently owned by institutional investors and hedge funds.

International Business Machines News Summary

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

Analysts Set New Price Targets

IBM has been the subject of a number of research reports. Erste Group Bank upgraded shares of International Business Machines from a “hold” rating to a “buy” rating in a report on Friday, December 5th. Morgan Stanley set a $304.00 price target on shares of International Business Machines in a research report on Thursday. Weiss Ratings reaffirmed a “buy (b)” rating on shares of International Business Machines in a research report on Thursday, January 22nd. JPMorgan Chase & Co. lifted their target price on International Business Machines from $312.00 to $317.00 and gave the company a “neutral” rating in a report on Thursday. Finally, Dbs Bank upgraded International Business Machines from a “hold” rating to a “moderate buy” rating in a report on Monday, January 19th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $327.93.

International Business Machines Stock Up 4.9%

Shares of NYSE IBM opened at $308.67 on Friday. The business has a 50-day moving average of $302.67 and a two-hundred day moving average of $282.98. The company has a market capitalization of $288.53 billion, a price-to-earnings ratio of 27.68, a price-to-earnings-growth ratio of 2.85 and a beta of 0.70. International Business Machines Corporation has a 1 year low of $214.50 and a 1 year 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.

International Business Machines (NYSE:IBM) last issued its earnings results on Wednesday, January 28th. The technology company reported $4.52 earnings per share for the quarter, topping the consensus estimate of $4.33 by $0.19. The business had revenue of $19.69 billion for the quarter, compared to analyst estimates of $19.23 billion. International Business Machines had a return on equity of 39.96% and a net margin of 15.69%.The business’s quarterly revenue was up 12.2% on a year-over-year basis. During the same quarter last year, the company earned $3.92 EPS. On average, analysts forecast that International Business Machines Corporation will post 10.78 earnings per share for the current fiscal year.

International Business Machines Dividend Announcement

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

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.