International Business Machines Corporation $IBM Shares Acquired by Fidelis Capital Partners LLC

Fidelis Capital Partners LLC lifted its stake in shares of International Business Machines Corporation (NYSE:IBM) by 27.0% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 11,229 shares of the technology company’s stock after purchasing an additional 2,388 shares during the period. Fidelis Capital Partners LLC’s holdings in International Business Machines were worth $3,168,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also recently bought and sold shares of IBM. Norges Bank acquired a new position in shares of International Business Machines in the 2nd quarter worth approximately $2,011,122,000. Vanguard Group Inc. lifted its stake in 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 worth $28,019,274,000 after purchasing an additional 1,913,708 shares during the last quarter. Laurel Wealth Advisors LLC boosted its holdings in International Business Machines by 27,928.2% in the second quarter. Laurel Wealth Advisors LLC now owns 1,903,116 shares of the technology company’s stock worth $561,001,000 after purchasing an additional 1,896,326 shares during the period. VIRGINIA RETIREMENT SYSTEMS ET Al bought a new stake in International Business Machines during the second quarter valued at $133,771,000. Finally, Franklin Resources Inc. increased its stake in International Business Machines by 45.8% during the second quarter. Franklin Resources Inc. now owns 1,313,241 shares of the technology company’s stock valued at $387,118,000 after purchasing an additional 412,574 shares during the last quarter. 58.96% of the stock is owned by institutional investors.

Trending Headlines about International Business Machines

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

International Business Machines Trading Up 0.2%

Shares of IBM stock opened at $294.47 on Thursday. 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 Corporation has a 1 year low of $214.50 and a 1 year high of $324.90. The stock has a fifty day moving average of $302.31 and a two-hundred day moving average of $282.81. The firm has a market capitalization of $275.25 billion, a PE ratio of 35.22, a price-to-earnings-growth ratio of 2.85 and a beta of 0.70.

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 return on equity of 37.76% and a net margin of 12.09%.The company had revenue of $19.69 billion for the quarter, compared to analyst estimates of $19.23 billion. During the same period last year, the company earned $3.92 earnings per share. The company’s quarterly revenue was up 12.2% compared to the same quarter last year. As a group, research analysts expect that International Business Machines Corporation will post 10.78 EPS for the current year.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently weighed in on the stock. BMO Capital Markets boosted their price objective on shares of International Business Machines from $300.00 to $305.00 and gave the company a “market perform” rating in a research report on Thursday, October 23rd. Dbs Bank raised International Business Machines from a “hold” rating to a “moderate buy” rating in a report on Monday, January 19th. Royal Bank Of Canada reissued an “outperform” rating on shares of International Business Machines in a report on Tuesday. Stifel Nicolaus boosted their price objective on International Business Machines from $295.00 to $325.00 and gave the company a “buy” rating in a research report on Tuesday, December 9th. Finally, Bank of America increased their target price on International Business Machines from $315.00 to $335.00 and gave the stock a “buy” rating in a research report on Tuesday, January 13th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $306.86.

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.