Kingswood Wealth Advisors LLC Has $6.67 Million Stock Holdings in International Business Machines Corporation $IBM

Kingswood Wealth Advisors LLC boosted its position in shares of International Business Machines Corporation (NYSE:IBM) by 18.5% during the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 22,509 shares of the technology company’s stock after buying an additional 3,521 shares during the quarter. Kingswood Wealth Advisors LLC’s holdings in International Business Machines were worth $6,668,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of the company. FORM Wealth Advisors LLC acquired a new position in International Business Machines during the 4th quarter worth $883,000. Accretive Wealth Partners LLC lifted its stake in shares of International Business Machines by 10.6% in the 4th quarter. Accretive Wealth Partners LLC now owns 1,377 shares of the technology company’s stock valued at $408,000 after purchasing an additional 132 shares during the period. Global Trust Wealth Management LLC acquired a new position in shares of International Business Machines in the 4th quarter valued at $600,000. Caliber Wealth Management LLC KS lifted its stake in shares of International Business Machines by 9.4% in the 4th quarter. Caliber Wealth Management LLC KS now owns 1,561 shares of the technology company’s stock valued at $462,000 after purchasing an additional 134 shares during the period. Finally, Crown Wealth Group LLC acquired a new position in shares of International Business Machines in the 4th quarter valued at $233,000. Institutional investors and hedge funds own 58.96% of the company’s stock.

Analyst Ratings Changes

A number of research analysts have recently weighed in on the company. Evercore increased their price target on International Business Machines from $330.00 to $345.00 and gave the company an “outperform” rating in a research note on Thursday, January 29th. Wall Street Zen downgraded International Business Machines from a “buy” rating to a “hold” rating in a research note on Sunday, January 11th. DZ Bank upgraded shares of International Business Machines to a “hold” rating in a research report on Wednesday, February 11th. Dbs Bank upgraded shares of International Business Machines from a “hold” rating to a “moderate buy” rating in a research report on Monday, January 19th. Finally, Argus set a $360.00 price objective on shares of International Business Machines in a research report on Friday, January 30th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and eight have given a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $298.81.

Key International Business Machines News

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

• Positive Sentiment: Evercore ISI put IBM on a tactical outperform call, forecasting a Q1 beat and higher 2026 revenue guidance — a clear near‑term bullish catalyst. Evercore ISI Flags Arista Networks (ANET) and IBM (IBM) Stock as Q1 Earnings Winners
• Positive Sentiment: IBM announced industry solutions with Adobe for AI‑powered experience orchestration — a partnership that can drive software and consulting revenue if adoption accelerates. IBM Introduces Industry Solutions for AI‑Powered Experience Orchestration with Adobe
• Positive Sentiment: Multiple previews and broker notes (Jefferies, Evercore, Zacks) expect steady Q1 growth with upside from software (watsonx deals, sovereign/core wins) — supports expectations of an earnings beat. IBM seen reporting steady first quarter growth, software segment offers upside: Jefferies
• Neutral Sentiment: IBM’s expanded quantum, AI and cybersecurity initiatives underline long‑term growth vectors but are more strategic than immediately revenue‑accretive. IBM Expands Quantum AI And Security Push As Investors Weigh Rewards
• Neutral Sentiment: Pre‑earnings previews from outlets like Benzinga and TipRanks set expectations and trading interest but largely summarize consensus estimates rather than delivering new data. IBM Q1 Preview: Dow Giant Goes For Six Straight Double Beats As AI Momentum Builds
• Negative Sentiment: Coverage highlighting debate over software’s AI risk frames Q1 as a “key quarter”; any softness in software bookings or cautious commentary could trigger downside. IBM Stock: Why Q1 Will Be A ‘Key Quarter’ Amid Debate About Software’s AI Risk
• Negative Sentiment: J.P. Morgan maintains a Hold rating — a reminder some large brokers remain cautious despite AI narratives, which can cap upside. J.P. Morgan Sticks to Its Hold Rating for International Business Machines (IBM)

International Business Machines Price Performance

IBM stock opened at $256.13 on Wednesday. The stock has a 50-day moving average price of $247.46 and a two-hundred day moving average price of $281.42. The stock has a market cap of $240.25 billion, a PE ratio of 22.97, a price-to-earnings-growth ratio of 2.65 and a beta of 0.69. The company has a current ratio of 0.96, a quick ratio of 0.92 and a debt-to-equity ratio of 1.67. International Business Machines Corporation has a 1 year low of $220.72 and a 1 year high of $324.90.

International Business Machines (NYSE:IBM) last released its earnings results on Wednesday, January 28th. The technology company reported $4.52 earnings per share (EPS) 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 return on equity of 38.15% and a net margin of 15.69%.The company’s revenue was up 12.2% on a year-over-year basis. During the same quarter in the prior year, the company earned $3.92 EPS. Equities analysts forecast that International Business Machines Corporation will post 12.35 EPS for the current fiscal year.

International Business Machines Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 10th were issued a dividend of $1.68 per share. This represents a $6.72 dividend on an annualized basis and a yield of 2.6%. The ex-dividend date was Tuesday, February 10th. International Business Machines’s dividend payout ratio is 60.27%.

Insider Transactions at International Business Machines

In other news, Director David N. Farr bought 1,000 shares of the stock in a transaction on Friday, January 30th. The stock was purchased at an average price of $304.00 per share, for a total transaction of $304,000.00. Following the acquisition, the director owned 9,258 shares in the company, valued at approximately $2,814,432. This trade represents a 12.11% increase in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this link. Also, Director Michael Miebach bought 434 shares of the stock in a transaction on Wednesday, February 25th. The shares were purchased at an average price of $233.33 per share, with a total value of $101,265.22. Following the acquisition, the director owned 434 shares in the company, valued at approximately $101,265.22. This represents a ∞ increase in their position. The SEC filing for this purchase provides additional information. In the last quarter, insiders have acquired 1,484 shares of company stock valued at $417,157. Corporate insiders own 0.27% of the company’s stock.

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.