International Business Machines Corporation $IBM Stock Holdings Increased by Sagespring Wealth Partners LLC

Sagespring Wealth Partners LLC grew its holdings in shares of International Business Machines Corporation (NYSE:IBM) by 8.0% in the fourth quarter, HoldingsChannel reports. The fund owned 30,089 shares of the technology company’s stock after buying an additional 2,217 shares during the period. Sagespring Wealth Partners LLC’s holdings in International Business Machines were worth $8,913,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently modified their holdings of the business. Brighton Jones LLC lifted its holdings in International Business Machines by 12.4% in the fourth quarter. Brighton Jones LLC now owns 21,011 shares of the technology company’s stock worth $4,619,000 after purchasing an additional 2,323 shares during the period. Sivia Capital Partners LLC increased its stake in International Business Machines by 10.6% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,938 shares of the technology company’s stock valued at $571,000 after buying an additional 186 shares during the period. NFP Retirement Inc. increased its stake in International Business Machines by 4.8% during the 2nd quarter. NFP Retirement Inc. now owns 3,689 shares of the technology company’s stock valued at $1,087,000 after buying an additional 169 shares during the period. Bank Julius Baer & Co. Ltd Zurich raised its position in shares of International Business Machines by 238.8% during the 2nd quarter. Bank Julius Baer & Co. Ltd Zurich now owns 16,058 shares of the technology company’s stock worth $4,734,000 after buying an additional 11,318 shares in the last quarter. Finally, Willis Investment Counsel raised its position in shares of International Business Machines by 9.0% during the 2nd quarter. Willis Investment Counsel now owns 1,664 shares of the technology company’s stock worth $491,000 after buying an additional 138 shares in the last quarter. Institutional investors own 58.96% of the company’s stock.

Insiders Place Their Bets

In related news, Director Michael Miebach bought 434 shares of the firm’s stock in a transaction that occurred on Wednesday, February 25th. The shares were acquired at an average cost of $233.33 per share, for a total transaction of $101,265.22. Following the acquisition, the director directly owned 434 shares of the company’s stock, valued at $101,265.22. The trade was a ∞ increase in their position. The transaction was disclosed in a document filed with the SEC, which is available through this link. Also, Director David N. Farr bought 1,000 shares of International Business Machines stock in a transaction dated Friday, January 30th. The shares were bought at an average cost of $304.00 per share, with a total value of $304,000.00. Following the completion of the acquisition, the director owned 9,258 shares of the company’s stock, valued at $2,814,432. The trade was a 12.11% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders purchased a total of 1,484 shares of company stock worth $417,157 over the last 90 days. Insiders own 0.27% of the company’s stock.

Key Headlines Impacting International Business Machines

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

• Positive Sentiment: Completed Confluent acquisition bolsters IBM’s AI and hybrid-cloud stack by adding real-time data streaming to feed AI models and automation—supports longer-term revenue synergies and positioning in enterprise AI. IBM Confluent Deal Puts Real Time Data At Core Of AI Story
• Positive Sentiment: Retail and TV-commentator attention has boosted short-term interest; previous endorsements (e.g., Jim Cramer mentions) continue to draw flows and chatter. International Business Machines Corporation (IBM) Shares Higher After Jim Cramer Advised In August To Step In Due To Fundamentals
• Neutral Sentiment: Zacks notes IBM as a trending/search interest stock — increased attention can amplify moves but does not by itself change fundamentals. International Business Machines Corporation (IBM) Is a Trending Stock: Facts to Know Before Betting on It
• Negative Sentiment: JPMorgan lowered its price target after the Confluent deal (from $317 to $283) and kept a Neutral rating—signal that some analysts see limited near-term upside or acquisition integration risk. JPMorgan Lowers IBM Target after Confluent Deal, Sees Balanced Risk/Reward
• Negative Sentiment: BMO cut its target from $350 to $290 (now Market Perform), and other outlets report analyst downgrades and pessimistic forecasts—these re-ratings increase selling pressure and reduce near-term upside expectations. BMO Lowers IBM Target
• Negative Sentiment: Unusually large options activity: traders bought a surge of put contracts (reported 88,456 puts), signaling significant hedging or bearish speculative bets that can amplify downside volatility. (Options flow reported 3/19)
• Negative Sentiment: Several recent articles highlight mixed/declining short-term momentum and Wall Street reassessment amid diverging analyst views—reinforces the narrative of uncertainty around near-term growth and valuation. Wall Street Reassesses IBM’s Trajectory Amid Diverging Analyst Views

Analyst Upgrades and Downgrades

IBM has been the subject of several recent analyst reports. Stifel Nicolaus increased their price objective on shares of International Business Machines from $325.00 to $340.00 and gave the company a “buy” rating in a report on Thursday, January 29th. Erste Group Bank cut International Business Machines from a “buy” rating to a “hold” rating in a report on Wednesday, February 18th. Argus set a $360.00 target price on International Business Machines in a research report on Friday, January 30th. BMO Capital Markets decreased their price target on International Business Machines from $350.00 to $290.00 and set a “market perform” rating for the company in a research note on Thursday. Finally, UBS Group upgraded International Business Machines from a “sell” rating to a “neutral” rating and set a $236.00 price target on the stock in a research report on Wednesday, February 25th. One analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and eight have given a Hold rating to the stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average target price of $314.60.

International Business Machines Stock Down 1.7%

NYSE IBM opened at $246.12 on Friday. International Business Machines Corporation has a 12 month low of $214.50 and a 12 month high of $324.90. The company has a market capitalization of $230.87 billion, a P/E ratio of 22.07, a PEG ratio of 2.51 and a beta of 0.73. The company’s 50 day simple moving average is $271.85 and its 200 day simple moving average is $284.50. The company has a debt-to-equity ratio of 1.67, a current ratio of 0.96 and a quick ratio of 0.92.

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 analysts’ consensus estimates of $4.33 by $0.19. The firm had revenue of $19.69 billion during the quarter, compared to analysts’ expectations of $19.23 billion. International Business Machines had a net margin of 15.69% and a return on equity of 38.15%. The firm’s revenue for the quarter was up 12.2% compared to the same quarter last year. During the same period last year, the firm posted $3.92 earnings per share. Equities research analysts expect that International Business Machines Corporation will post 10.78 earnings per share for the current fiscal year.

International Business Machines Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 10th were paid a dividend of $1.68 per share. The ex-dividend date of this dividend was Tuesday, February 10th. This represents a $6.72 annualized dividend and a dividend yield of 2.7%. International Business Machines’s dividend payout ratio (DPR) is currently 60.27%.

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.