Kingsview Wealth Management LLC Buys 185,174 Shares of International Business Machines Corporation $IBM

Kingsview Wealth Management LLC lifted its position in International Business Machines Corporation (NYSE:IBM) by 611.1% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 215,476 shares of the technology company’s stock after buying an additional 185,174 shares during the quarter. International Business Machines comprises approximately 0.9% of Kingsview Wealth Management LLC’s holdings, making the stock its 21st biggest position. Kingsview Wealth Management LLC’s holdings in International Business Machines were worth $60,799,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors have also added to or reduced their stakes in IBM. Winnow Wealth LLC bought a new position in shares of International Business Machines in the 2nd quarter valued at about $27,000. Mountain Hill Investment Partners Corp. bought a new stake in shares of International Business Machines in the 3rd quarter valued at about $28,000. Trifecta Capital Advisors LLC lifted its stake in International Business Machines by 129.1% in the 3rd quarter. Trifecta Capital Advisors LLC now owns 126 shares of the technology company’s stock valued at $36,000 after purchasing an additional 71 shares during the last quarter. Legacy Wealth Managment LLC ID grew its holdings in International Business Machines by 48.5% during the second quarter. Legacy Wealth Managment LLC ID now owns 147 shares of the technology company’s stock worth $43,000 after purchasing an additional 48 shares during the period. Finally, Davis Capital Management acquired a new position in International Business Machines during the third quarter worth approximately $54,000. 58.96% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, Director David N. Farr purchased 1,000 shares of the business’s stock in a transaction that occurred on Friday, January 30th. The stock was acquired at an average cost of $304.00 per share, for a total transaction of $304,000.00. Following the completion of the purchase, the director owned 9,258 shares in the company, valued at approximately $2,814,432. This represents a 12.11% increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Michael Miebach acquired 434 shares of the stock in a transaction on 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 ownership of the stock. The disclosure for this purchase is available in the SEC filing. Over the last quarter, insiders bought 1,484 shares of company stock valued at $417,157. 0.18% of the stock is owned by company insiders.

International Business Machines News Roundup

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

• Positive Sentiment: UBS upgraded IBM (from Sell to Neutral), which helped spark buying interest and provided a near‑term catalyst by arguing the recent selloff improved the stock’s risk/reward. UBS upgrades International Business Machines (IBM)
• Positive Sentiment: IBM won a government/defense-related contract (up to ~$112M) to modernize commissary pricing systems — a concrete services booking that supports revenue visibility in consulting/integration work. Can IBM’s New Defense Contract Win Boost Top-Line Growth?
• Positive Sentiment: Company insiders (directors) made small share purchases, which investors often view as a vote of confidence after recent price weakness. International Business Machines (NYSE:IBM) Director Michelle Howard Buys 50 Shares
• Positive Sentiment: Several analysts and deep-dive pieces argue the earlier AI-driven selloff was overdone given IBM’s solid Q4 results, cash flow and strategic positioning in hybrid cloud/AI — supporting a recovery narrative. IBM’s Steep Drop on AI Fears May Be an Overreaction
• Neutral Sentiment: Morgan Stanley trimmed its price target to $247 and moved to an “equal weight” stance — this tempers upside expectations and can cap near‑term momentum without being a full downgrade. Morgan Stanley Lowers International Business Machines (NYSE:IBM) Price Target to $247.00
• Neutral Sentiment: IBM’s security research (2026 X‑Force Threat Intelligence Index) highlights rising ransomware and cyber threats — a mixed signal: higher market risk overall but potential tailwinds for IBM’s security services. Ransomware Surges 49% as AI Makes Cyberattacks Faster and Easier, IBM Says
• Negative Sentiment: Anthropic’s new COBOL/legacy modernization tools (Claude Code) triggered the earlier steep selloff amid fears these AI tools could erode IBM’s services revenue from legacy modernization — this remains the primary near‑term downside risk. IBM Is Just AI’s Latest Victim
• Negative Sentiment: High‑profile commentary (e.g., Jim Cramer) highlighted the abrupt drop after Anthropic’s announcement, amplifying short‑term fear and volatility even though some analysts call the reaction overblown. Jim Cramer on International Business Machines

International Business Machines Stock Down 0.9%

IBM stock opened at $239.78 on Monday. International Business Machines Corporation has a fifty-two week low of $214.50 and a fifty-two week high of $324.90. The company has a debt-to-equity ratio of 1.67, a current ratio of 0.96 and a quick ratio of 0.92. The stock has a market capitalization of $224.92 billion, a price-to-earnings ratio of 21.51, a PEG ratio of 2.41 and a beta of 0.73. The business’s fifty day moving average price is $287.17 and its two-hundred day moving average price is $284.24.

International Business Machines (NYSE:IBM) last released its quarterly earnings results on Wednesday, January 28th. The technology company reported $4.52 EPS for the quarter, beating the consensus estimate of $4.33 by $0.19. International Business Machines had a net margin of 15.69% and a return on equity of 38.15%. The business had revenue of $19.69 billion for the quarter, compared to the consensus estimate of $19.23 billion. During the same period in the prior year, the company posted $3.92 earnings per share. International Business Machines’s revenue was up 12.2% compared to the same quarter last year. On average, equities analysts anticipate that International Business Machines Corporation will post 10.78 earnings per share for the current year.

International Business Machines Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 10th will be issued a dividend of $1.68 per share. The ex-dividend date of this dividend is Tuesday, February 10th. This represents a $6.72 annualized dividend and a dividend yield of 2.8%. International Business Machines’s dividend payout ratio (DPR) is currently 60.27%.

Analyst Upgrades and Downgrades

A number of analysts have recently issued reports on IBM shares. UBS Group raised International Business Machines from a “sell” rating to a “neutral” rating and set a $236.00 price objective for the company in a research report on Wednesday, February 25th. Erste Group Bank cut International Business Machines from a “buy” rating to a “hold” rating in a research note on Wednesday, February 18th. Bank of America lifted their price objective on shares of International Business Machines from $315.00 to $335.00 and gave the stock a “buy” rating in a research report on Tuesday, January 13th. Jefferies Financial Group reissued a “buy” rating on shares of International Business Machines in a research report on Monday, February 23rd. Finally, BMO Capital Markets restated a “market perform” rating and set a $350.00 target price on shares of International Business Machines in a research note on Thursday, January 29th. One investment 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 company. According to data from MarketBeat, International Business Machines currently has a consensus rating of “Moderate Buy” and a consensus target price of $320.87.

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.