Foundations Investment Advisors LLC Grows Stock Holdings in International Business Machines Corporation $IBM

Foundations Investment Advisors LLC raised its stake in International Business Machines Corporation (NYSE:IBM) by 9.2% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 61,152 shares of the technology company’s stock after buying an additional 5,162 shares during the period. Foundations Investment Advisors LLC’s holdings in International Business Machines were worth $17,255,000 at the end of the most recent reporting period.

Several other institutional investors have also modified their holdings of IBM. Mattson Financial Services LLC bought a new stake in shares of International Business Machines during the 3rd quarter valued at about $852,000. Vise Technologies Inc. bought a new position in shares of International Business Machines during the second quarter valued at approximately $16,565,000. Vanguard Group Inc. grew its holdings in shares of International Business Machines by 2.1% during the second quarter. Vanguard Group Inc. now owns 95,051,475 shares of the technology company’s stock valued at $28,019,274,000 after purchasing an additional 1,913,708 shares during the last quarter. Thames Capital Management LLC bought a new position in shares of International Business Machines during the second quarter valued at approximately $2,710,000. Finally, CWM LLC raised its position in shares of International Business Machines by 3.0% during the 2nd quarter. CWM LLC now owns 122,623 shares of the technology company’s stock worth $36,147,000 after purchasing an additional 3,537 shares during the period. Hedge funds and other institutional investors own 58.96% of the company’s stock.

International Business Machines Stock Up 0.2%

International Business Machines stock opened at $294.47 on Thursday. International Business Machines Corporation has a 52 week low of $214.50 and a 52 week high of $324.90. The stock has a market cap of $275.25 billion, a price-to-earnings ratio of 35.22, a PEG ratio of 2.85 and a beta of 0.70. The company’s 50-day moving average price is $302.31 and its two-hundred day moving average price is $282.81. The company has a current ratio of 0.93, a quick ratio of 0.89 and a debt-to-equity ratio of 1.97.

International Business Machines (NYSE:IBM) last posted its quarterly earnings data on Wednesday, January 28th. The technology company reported $4.52 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.33 by $0.19. International Business Machines had a net margin of 12.09% and a return on equity of 37.76%. The business had revenue of $19.69 billion during the quarter, compared to analysts’ expectations of $19.23 billion. During the same period last year, the firm posted $3.92 earnings per share. The business’s revenue was up 12.2% on a year-over-year basis. On average, analysts expect that International Business Machines Corporation will post 10.78 EPS for the current fiscal year.

Key International Business Machines News

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

• Positive Sentiment: Q4 earnings beat — IBM reported EPS of $4.52 vs. the Zacks consensus $4.33, beating expectations and marking year-over-year earnings growth. Article Title
• Positive Sentiment: Revenue beat and top-line momentum — Q4 revenue was $19.69B (up ~12% YoY) above estimates, driven by software and infrastructure demand. Strong top-line growth supports multiple expansion expectations. Article Title
• Positive Sentiment: 2026 revenue guidance above consensus — IBM gave FY?2026 revenue guidance of about $70.9B vs. consensus ~$70.2B and projected >5% revenue growth and ~$1B higher free cash flow, signaling confidence in continued growth execution. Article Title
• Positive Sentiment: Generative AI traction — Management said the generative-AI business tops ~$12.5B, underscoring AI as the growth engine behind software and services momentum. AI revenue scale supports investor enthusiasm for recurring, higher?margin sales. Article Title
• Positive Sentiment: Bullish analyst support — RBC reiterated an Outperform rating and highlighted IBM as a defensive AI play with a $350 target, adding institutional endorsement to the beat-and-guide narrative. Article Title
• Neutral Sentiment: Company materials available — IBM published a press release and slide deck with detailed results and segment breakdowns (software, infrastructure, consulting) for investors doing deeper diligence. Article Title
• Negative Sentiment: Some analyst caution remains — Evercore ISI reiterated an Underperform ahead of the print, reflecting doubts from some corners about valuation and near-term upside despite solid results. Divergent analyst views could cap gains if conviction weakens. Article Title

Wall Street Analysts Forecast Growth

IBM has been the subject of a number of analyst reports. Morgan Stanley reduced their price objective on International Business Machines from $256.00 to $252.00 and set an “equal weight” rating for the company in a research report on Thursday, October 23rd. JPMorgan Chase & Co. boosted their price target on shares of International Business Machines from $290.00 to $312.00 and gave the company a “neutral” rating in a report on Wednesday, January 21st. BMO Capital Markets upped their price target on shares of International Business Machines from $300.00 to $305.00 and gave the stock a “market perform” rating in a research report on Thursday, October 23rd. Dbs Bank upgraded shares of International Business Machines from a “hold” rating to a “moderate buy” rating in a research report on Monday, January 19th. Finally, Stifel Nicolaus upped their target price on shares of International Business Machines from $295.00 to $325.00 and gave the stock a “buy” rating in a research report on Tuesday, December 9th. One analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, five have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $306.86.

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.