Hunter Associates Investment Management LLC Purchases 3,450 Shares of International Business Machines Corporation $IBM

Hunter Associates Investment Management LLC lifted its position in International Business Machines Corporation (NYSE:IBM) by 26.5% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 16,465 shares of the technology company’s stock after purchasing an additional 3,450 shares during the quarter. Hunter Associates Investment Management LLC’s holdings in International Business Machines were worth $4,640,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently made changes to their positions in the business. Whelan Financial increased its stake in International Business Machines by 2.4% in the 2nd quarter. Whelan Financial now owns 1,525 shares of the technology company’s stock worth $450,000 after acquiring an additional 36 shares during the last quarter. Ignite Planners LLC grew its holdings in shares of International Business Machines by 0.9% during the second quarter. Ignite Planners LLC now owns 3,964 shares of the technology company’s stock worth $1,133,000 after purchasing an additional 36 shares in the last quarter. Vishria Bird Financial Group LLC increased its position 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 purchasing an additional 36 shares during the last quarter. Prosperitas Financial LLC raised its stake in 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 purchasing an additional 36 shares in the last quarter. Finally, TI Trust Inc. lifted its position in 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 purchasing an additional 37 shares during the last quarter. Hedge funds and other institutional investors own 58.96% of the company’s stock.

Key Stories Impacting International Business Machines

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

• Positive Sentiment: JPMorgan and other analysts are bullish — a JPMorgan analyst said IBM’s stock is likely to rise, and other outlets report the stock trading higher following an analyst upgrade, providing near‑term buying interest ahead of earnings. International Business Machines (NYSE:IBM) Stock Price Expected to Rise Trading 2.1% Higher After Analyst Upgrade
• Positive Sentiment: Evercore ISI raised its price target to $330 and added IBM to a tactical outperform list — a clear signal that some brokers see upside from current levels. Evercore ISI raises IBM price target to $330
• Positive Sentiment: Jefferies reiterates a Buy and sees potential reacceleration in software growth heading into the print — this supports expectations for upward estimate revisions in 2026. IBM software growth seen reaccelerating ahead of earnings: Jefferies
• Positive Sentiment: Research and product catalysts: IBM’s new machine‑learning model for chip design (with Ansys and DARPA) is being touted as meaningful for next‑gen chips — a longer‑term tech differentiator tied to its AI strategy. Why IBM’s New Machine‑Learning Model Is a Big Deal
• Positive Sentiment: Multiple earnings previews (Seeking Alpha, Zacks, The Motley Fool) highlight stronger Q4 prospects driven by consulting (AI uptake, Microsoft partnership), software/watsonx tailwinds and the Confluent deal — these previews raise the odds of an upside surprise. IBM Q4 Earnings Preview Unlocking Q4 Potential of IBM
• Neutral Sentiment: Reminder: IBM’s earnings date is Jan. 28 — expectations are elevated, so the report could amplify volatility. Mark Your Calendars for January 28
• Neutral Sentiment: Analyst commentary and roundup pieces (CNBC/Benzinga, Yahoo) largely expect a solid quarter but differ on valuation timing — useful for positioning but not immediate catalysts. CNBC Final Trades
• Negative Sentiment: Short‑term price weakness: coverage notes and market pieces report the stock has slid recently despite higher targets — signaling profit‑taking and that upgrades aren’t fully translating into immediate gains. IBM Stock Slides Even as Analysts Raise Targets

International Business Machines Stock Down 0.8%

IBM opened at $292.43 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 current ratio of 0.93, a quick ratio of 0.89 and a debt-to-equity ratio of 1.97. The business’s 50-day moving average price is $302.13 and its 200-day moving average price is $282.69. The company has a market cap of $273.35 billion, a P/E ratio of 34.98, a P/E/G ratio of 2.85 and a beta of 0.70.

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, beating the consensus estimate of $2.45 by $0.20. The company had revenue of $16.33 billion during the quarter, compared to analysts’ expectations of $16.10 billion. International Business Machines had a return on equity of 37.76% and a net margin of 12.09%.International Business Machines’s quarterly revenue was up 9.1% compared to the same quarter last year. During the same period in the prior year, the business posted $2.30 EPS. On average, equities analysts expect that International Business Machines Corporation will post 10.78 EPS for the current year.

Analyst Upgrades and Downgrades

A number of equities analysts have recently commented on the stock. Erste Group Bank raised shares of International Business Machines from a “hold” rating to a “buy” rating in a report on Friday, December 5th. Sanford C. Bernstein reiterated a “market perform” rating on shares of International Business Machines in a research report on Wednesday, December 10th. Wall Street Zen downgraded International Business Machines from a “buy” rating to a “hold” rating in a research report on Sunday, January 11th. BMO Capital Markets upped their price objective on International Business Machines from $300.00 to $305.00 and gave the stock a “market perform” rating in a report on Thursday, October 23rd. Finally, Bank of America raised their price objective on International Business Machines from $315.00 to $335.00 and gave the company a “buy” rating in a report on Tuesday, January 13th. One analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average 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.