WealthPlan Investment Management LLC Has $7.76 Million Position in International Business Machines Corporation $IBM

WealthPlan Investment Management LLC reduced its position in shares of International Business Machines Corporation (NYSE:IBM) by 36.5% in the 4th quarter, HoldingsChannel.com reports. The firm owned 26,190 shares of the technology company’s stock after selling 15,056 shares during the quarter. WealthPlan Investment Management LLC’s holdings in International Business Machines were worth $7,758,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also added to or reduced their stakes in the company. Noesis Capital Mangement Corp lifted its holdings in International Business Machines by 29.9% during the 4th quarter. Noesis Capital Mangement Corp now owns 1,688 shares of the technology company’s stock worth $500,000 after purchasing an additional 389 shares during the last quarter. Hills Bank & Trust Co lifted its holdings in International Business Machines by 7.2% during the 4th quarter. Hills Bank & Trust Co now owns 9,856 shares of the technology company’s stock worth $2,919,000 after purchasing an additional 659 shares during the last quarter. Center for Financial Planning Inc. lifted its holdings in International Business Machines by 5.0% during the 4th quarter. Center for Financial Planning Inc. now owns 3,165 shares of the technology company’s stock worth $938,000 after purchasing an additional 151 shares during the last quarter. Lawood & Co. acquired a new stake in International Business Machines during the 4th quarter worth approximately $2,180,000. Finally, Stephens Inc. AR lifted its holdings in International Business Machines by 1.4% during the 4th quarter. Stephens Inc. AR now owns 70,856 shares of the technology company’s stock worth $20,962,000 after purchasing an additional 950 shares during the last quarter. 58.96% of the stock is owned by institutional investors and hedge funds.

Insider Activity

In other International Business Machines news, Director Michael Miebach purchased 434 shares of the firm’s stock in a transaction dated Wednesday, February 25th. The shares were bought at an average price of $233.33 per share, for a total transaction of $101,265.22. Following the purchase, the director owned 434 shares in the company, valued at approximately $101,265.22. This trade represents a ∞ increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Insiders own 0.27% of the company’s stock.

Trending Headlines about International Business Machines

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

• Positive Sentiment: IBM introduced new cloud services — Red Hat AI Inference and OpenShift Virtualization — aimed at speeding enterprise AI adoption and secure virtual workload deployment, reinforcing its growth narrative in AI and cloud. IBM’s New AI Units And Services Reshape Enterprise Consulting Story
• Positive Sentiment: IBM is rolling out a new delivery model for consulting that uses senior-led teams and AI agents to turn enterprise strategy into execution faster, which could support services revenue and margins. A New Way to Make AI Actually Work in the Real World
• Positive Sentiment: OnQ said it has integrated IBM AS/400 systems into its Converge platform, a partnership that highlights IBM’s continued relevance in retail infrastructure and real-time inventory applications. OnQ Integrates IBM AS/400 into its Converge Platform, Bringing Real-Time Inventory to In-Store Retail Experiences
• Neutral Sentiment: One article said IBM shareholders may not see immediate upside after the Think 2026 event, even though analyst price targets still imply meaningful longer-term potential. No Upside For International Business Machines (IBM) Shareholders Post IBM Think 2026 Event
• Neutral Sentiment: Several recent writeups are mainly valuation and recovery discussions, noting IBM remains well below prior highs and may be attractive to long-term investors, but they do not point to a clear near-term catalyst. IBM: The Business Improved Faster Than Many Investors Realize
• Negative Sentiment: Some market commentary continues to frame IBM as a stock that has pulled back significantly from recent highs, which can weigh on sentiment despite the company’s operational progress. Catching Falling Knives: Is It Time to Buy These Beaten-Down Stocks?

International Business Machines Price Performance

Shares of NYSE IBM opened at $219.56 on Friday. The stock has a market capitalization of $206.37 billion, a PE ratio of 19.41, a P/E/G ratio of 2.27 and a beta of 0.58. The company has a debt-to-equity ratio of 1.75, a current ratio of 0.80 and a quick ratio of 0.76. The business has a fifty day moving average price of $240.49 and a two-hundred day moving average price of $275.05. International Business Machines Corporation has a fifty-two week low of $212.34 and a fifty-two week high of $324.90.

International Business Machines (NYSE:IBM) last announced its quarterly earnings data 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. The firm had revenue of $15.92 billion during the quarter, compared to analysts’ expectations of $15.60 billion. International Business Machines had a return on equity of 37.23% and a net margin of 15.61%.The company’s quarterly revenue was up 9.5% compared to the same quarter last year. During the same period in the previous year, the firm earned $1.60 EPS. As a group, equities analysts predict that International Business Machines Corporation will post 12.4 earnings per share for the current fiscal year.

International Business Machines Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, June 10th. Stockholders of record on Friday, May 8th will be paid a $1.69 dividend. This represents a $6.76 annualized dividend and a dividend yield of 3.1%. The ex-dividend date is Friday, May 8th. This is a positive change from International Business Machines’s previous quarterly dividend of $1.68. International Business Machines’s dividend payout ratio is 59.77%.

Wall Street Analyst Weigh In

Several research firms recently weighed in on IBM. UBS Group raised International Business Machines from a “sell” rating to a “neutral” rating and set a $236.00 price target for the company in a report on Wednesday, February 25th. Wedbush reaffirmed an “outperform” rating and issued a $320.00 price objective on shares of International Business Machines in a report on Wednesday, May 6th. Argus set a $360.00 price objective on International Business Machines in a report on Friday, January 30th. DZ Bank raised International Business Machines from a “hold” rating to a “buy” rating and set a $295.00 price objective for the company in a report on Friday, April 24th. Finally, Evercore lifted their price objective on International Business Machines from $330.00 to $345.00 and gave the company an “outperform” rating in a report on Thursday, January 29th. One research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and seven have given a Hold rating to the company’s stock. According to MarketBeat, International Business Machines presently has an average rating of “Moderate Buy” and an average price target of $294.41.

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.