Fulcrum Wealth Advisors LLC Invests $3.76 Million in International Business Machines Corporation $IBM

Fulcrum Wealth Advisors LLC bought a new position in International Business Machines Corporation (NYSE:IBM) during the 4th quarter, HoldingsChannel reports. The fund bought 12,685 shares of the technology company’s stock, valued at approximately $3,757,000. International Business Machines accounts for about 3.1% of Fulcrum Wealth Advisors LLC’s holdings, making the stock its 9th biggest holding.

Several other large investors have also made changes to their positions in IBM. Capital World Investors lifted its position in International Business Machines by 13.9% during the 3rd quarter. Capital World Investors now owns 17,045,156 shares of the technology company’s stock valued at $4,809,461,000 after purchasing an additional 2,077,506 shares during the period. Vanguard Group Inc. lifted its position in International Business Machines by 1.5% during the 4th quarter. Vanguard Group Inc. now owns 97,216,131 shares of the technology company’s stock valued at $28,796,390,000 after purchasing an additional 1,439,824 shares during the period. First Trust Advisors LP lifted its position in International Business Machines by 39.6% during the 3rd quarter. First Trust Advisors LP now owns 3,052,880 shares of the technology company’s stock valued at $861,401,000 after purchasing an additional 865,253 shares during the period. Franklin Resources Inc. lifted its position in International Business Machines by 64.7% during the 3rd quarter. Franklin Resources Inc. now owns 2,162,741 shares of the technology company’s stock valued at $610,239,000 after purchasing an additional 849,500 shares during the period. Finally, Amundi lifted its position in International Business Machines by 17.9% during the 3rd quarter. Amundi now owns 4,777,516 shares of the technology company’s stock valued at $1,382,695,000 after purchasing an additional 725,191 shares during the period. Institutional investors own 58.96% of the company’s stock.

More International Business Machines News

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

• Positive Sentiment: IBM unveiled major enterprise AI and hybrid-cloud product expansions (next?gen watsonx Orchestrate, IBM Confluent for real?time data, IBM Concert for intelligent ops) that deepen its AI operating?model play and create new service and software monetization opportunities. Think 2026: IBM Delivers the Blueprint for the AI Operating Model as the AI Divide Widens
• Positive Sentiment: IBM announced general availability of IBM Sovereign Core, addressing digital?sovereignty and compliance needs—an increasingly important selling point for governments and regulated enterprises. Think 2026: IBM Makes Digital Sovereignty Operational with General Availability of IBM Sovereign Core
• Positive Sentiment: Scientific milestone: IBM, Cleveland Clinic and RIKEN simulated a 12,635?atom protein using IBM quantum systems, underscoring IBM’s leadership and long?term optionality in quantum computing and partnerships with life?sciences. Cleveland Clinic, RIKEN, and IBM Model a 12,635-Atom Protein
• Neutral Sentiment: CEO Arvind Krishna and IBM messaging emphasize that AI value depends on new operating models—this narrative supports demand for consulting, software and integration services but is more strategic than immediately revenue?generating. IBM CEO Says AI Triggers Need for New Operating Models
• Neutral Sentiment: IBM research and surveys (Institute for Business Value) show growing C?suite adoption of AI (e.g., more Chief AI Officers), which supports long?term demand for IBM’s enterprise offerings but is gradual. IBM Study: CEOs are Reshaping C-suite Roles for the AI Era
• Negative Sentiment: Despite the product news, IBM shares have shown recent technical weakness and traded below key moving averages cited by analysts; that, plus a mature growth profile, is prompting profit?taking and weighing on the stock today. Assessing IBM (IBM) Shares After Recent Weakness And A 23.1% Undervaluation Signal

Insider Buying and Selling at International Business Machines

In other news, Director Michael Miebach bought 434 shares of the firm’s stock in a transaction that occurred on Wednesday, February 25th. The stock was acquired at an average cost of $233.33 per share, with a total value of $101,265.22. Following the completion of the purchase, the director owned 434 shares of the company’s stock, valued at $101,265.22. This represents a ? increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which can be accessed through this link. Corporate insiders own 0.27% of the company’s stock.

Analyst Ratings Changes

A number of analysts recently weighed in on IBM shares. DZ Bank upgraded shares of International Business Machines from a “hold” rating to a “buy” rating and set a $295.00 price target on the stock in a research report on Friday, April 24th. JPMorgan Chase & Co. cut their price target on shares of International Business Machines from $317.00 to $283.00 and set a “neutral” rating on the stock in a research report on Wednesday, March 18th. Morgan Stanley increased their price target on shares of International Business Machines from $215.00 to $225.00 and gave the company an “equal weight” rating in a research report on Thursday, April 23rd. Erste Group Bank downgraded shares of International Business Machines from a “buy” rating to a “hold” rating in a research report on Wednesday, February 18th. Finally, Wall Street Zen downgraded shares of International Business Machines from a “buy” rating to a “hold” rating in a research report on Sunday, January 11th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and seven have issued a Hold rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $296.18.

International Business Machines Price Performance

Shares of IBM opened at $229.57 on Tuesday. The stock has a market capitalization of $215.77 billion, a P/E ratio of 20.30, a P/E/G ratio of 2.41 and a beta of 0.58. International Business Machines Corporation has a twelve month low of $220.72 and a twelve month high of $324.90. The company has a 50 day moving average of $243.51 and a 200-day moving average of $278.90. The company has a quick ratio of 0.76, a current ratio of 0.80 and a debt-to-equity ratio of 1.75.

International Business Machines (NYSE:IBM) last released its earnings results on Wednesday, April 22nd. The technology company reported $1.91 earnings per share for the quarter, beating the consensus estimate of $1.81 by $0.10. International Business Machines had a net margin of 15.61% and a return on equity of 37.23%. The business had revenue of $15.92 billion during the quarter, compared to analysts’ expectations of $15.60 billion. During the same period last year, the business earned $1.60 earnings per share. The firm’s revenue was up 9.5% on a year-over-year basis. As a group, equities research analysts forecast that International Business Machines Corporation will post 12.38 EPS for the current fiscal year.

International Business Machines Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, June 10th. Investors of record on Friday, May 8th will be paid a $1.69 dividend. This is a boost from International Business Machines’s previous quarterly dividend of $1.68. This represents a $6.76 annualized dividend and a dividend yield of 2.9%. The ex-dividend date of this dividend is Friday, May 8th. International Business Machines’s dividend payout ratio (DPR) is 59.42%.

International Business Machines 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.