International Business Machines Corporation $IBM Shares Bought by Verdence Capital Advisors LLC

Verdence Capital Advisors LLC lifted its position in shares of International Business Machines Corporation (NYSE:IBM) by 37.7% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 25,905 shares of the technology company’s stock after buying an additional 7,094 shares during the quarter. Verdence Capital Advisors LLC’s holdings in International Business Machines were worth $8,110,000 at the end of the most recent quarter.

Other hedge funds have also recently added to or reduced their stakes in the company. Whelan Financial increased its stake in shares of International Business Machines by 2.4% during the 2nd quarter. Whelan Financial now owns 1,525 shares of the technology company’s stock worth $450,000 after purchasing an additional 36 shares in the last quarter. Ignite Planners LLC raised its holdings in shares of International Business Machines by 0.9% in the second quarter. Ignite Planners LLC now owns 3,964 shares of the technology company’s stock worth $1,133,000 after acquiring an additional 36 shares during the last quarter. Vishria Bird Financial Group LLC raised its holdings in shares of International Business Machines by 3.0% in the third quarter. Vishria Bird Financial Group LLC now owns 1,230 shares of the technology company’s stock worth $347,000 after acquiring an additional 36 shares during the last quarter. Prosperitas Financial LLC lifted its position in shares of International Business Machines by 2.9% in the third quarter. Prosperitas Financial LLC now owns 1,260 shares of the technology company’s stock valued at $356,000 after acquiring an additional 36 shares in the last quarter. Finally, TI Trust Inc. boosted its stake in shares of International Business Machines by 0.8% during the third quarter. TI Trust Inc. now owns 4,492 shares of the technology company’s stock valued at $1,267,000 after acquiring an additional 37 shares during the last quarter. 58.96% of the stock is currently owned by hedge funds and other institutional investors.

International Business Machines Stock Up 2.6%

Shares of IBM opened at $305.82 on Monday. The firm has a market cap of $285.86 billion, a PE ratio of 36.58, a price-to-earnings-growth ratio of 2.96 and a beta of 0.70. The company has a quick ratio of 0.89, a current ratio of 0.93 and a debt-to-equity ratio of 1.97. The company’s fifty day moving average is $303.46 and its two-hundred day moving average is $282.40. International Business Machines Corporation has a fifty-two week low of $214.50 and a fifty-two week high of $324.90.

International Business Machines (NYSE:IBM) last issued its earnings results on Wednesday, October 22nd. The technology company reported $2.65 earnings per share for the quarter, topping the consensus estimate of $2.45 by $0.20. The business had revenue of $16.33 billion for the quarter, compared to analyst estimates of $16.10 billion. International Business Machines had a return on equity of 37.76% and a net margin of 12.09%.The business’s quarterly revenue was up 9.1% on a year-over-year basis. During the same period last year, the company posted $2.30 EPS. Analysts forecast that International Business Machines Corporation will post 10.78 earnings per share for the current year.

International Business Machines Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Wednesday, December 10th. Investors of record on Monday, November 10th were given a dividend of $1.68 per share. This represents a $6.72 dividend on an annualized basis and a yield of 2.2%. The ex-dividend date of this dividend was Monday, November 10th. International Business Machines’s dividend payout ratio is 80.38%.

Wall Street Analyst Weigh In

IBM has been the subject of several analyst reports. UBS Group reissued a “sell” rating on shares of International Business Machines in a research note on Tuesday, December 9th. Wall Street Zen lowered shares of International Business Machines from a “buy” rating to a “hold” rating in a research report on Sunday, January 11th. Morgan Stanley reduced their price objective on shares of International Business Machines from $256.00 to $252.00 and set an “equal weight” rating on the stock in a research note on Thursday, October 23rd. Erste Group Bank upgraded shares of International Business Machines from a “hold” rating to a “buy” rating in a research report on Friday, December 5th. Finally, Stifel Nicolaus boosted their price target on International Business Machines from $295.00 to $325.00 and gave the company a “buy” rating in a report on Tuesday, December 9th. One equities research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, International Business Machines currently has a consensus rating of “Moderate Buy” and a consensus price target of $303.38.

Key Headlines Impacting International Business Machines

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

• Positive Sentiment: IBM launched “Enterprise Advantage,” an asset?based consulting service to help clients build, govern and operate internal AI platforms at scale — a product aimed directly at accelerating enterprise AI adoption and recurring revenue. IBM Launches Enterprise Advantage Service to Help Businesses Scale Agentic AI
• Positive Sentiment: IBM announced a deployment with telecom operator e& to embed enterprise?grade agentic AI (powered by watsonx Orchestrate) into governance and compliance systems — a commercial win that validates IBM’s enterprise AI positioning. e& and IBM Unveil Enterprise-Grade Agentic AI to Transform Governance and Compliance
• Positive Sentiment: BofA raised its IBM price target to $335 (from $315) and kept a Buy rating, citing strong free cash flow prospects and a shift to higher?margin software despite some near?term margin pressure — a notable shop?up that can support further upside. BofA lifts IBM target, sees strong cash flow despite near-term margin pressure
• Positive Sentiment: Media and pundit endorsements (including recent pieces from The Motley Fool and commentary from Jim Cramer) are highlighting IBM’s AI momentum, quantum potential, and dividend reliability — supportive for investor sentiment and retail buying interest. 3 Reasons to Buy IBM Stock Right Now
• Neutral Sentiment: IBM’s Institute for Business Value released a study projecting significant AI?driven productivity and revenue shifts by 2030 — supportive data for the long?term thesis but not an immediate revenue driver. IBM Study: AI Poised to Drive Smarter Business Growth Through 2030
• Neutral Sentiment: Public mentions of IBM in political trading summaries are present but not material to company fundamentals; these are largely noise for investors focused on operational catalysts. Net Worth Update: Representative Judy Chu Made an Estimated $213.5K in the Stock Market Last Month

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.