IFP Advisors Inc Has $11.79 Million Stock Holdings in International Business Machines Corporation $IBM

IFP Advisors Inc raised its stake in shares of International Business Machines Corporation (NYSE:IBM) by 28.6% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 39,799 shares of the technology company’s stock after purchasing an additional 8,854 shares during the quarter. IFP Advisors Inc’s holdings in International Business Machines were worth $11,789,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors also recently added to or reduced their stakes in IBM. Family CFO Inc acquired a new stake in International Business Machines during the fourth quarter valued at approximately $25,000. Joseph Group Capital Management acquired a new stake in International Business Machines during the fourth quarter valued at approximately $28,000. SWAN Capital LLC acquired a new stake in International Business Machines during the third quarter valued at approximately $28,000. DecisionPoint Financial LLC boosted its holdings in International Business Machines by 1,666.7% during the fourth quarter. DecisionPoint Financial LLC now owns 106 shares of the technology company’s stock valued at $31,000 after purchasing an additional 100 shares in the last quarter. Finally, LFA Lugano Financial Advisors SA acquired a new stake in International Business Machines during the fourth quarter valued at approximately $31,000. 58.96% of the stock is owned by institutional investors and hedge funds.

More International Business Machines News

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

• Positive Sentiment: IBM announced an expanded AI-powered security portfolio and said it is strengthening its work with Anthropic through Project Glasswing, which could support longer-term demand for its enterprise security offerings. IBM Brings Its Most Advanced AI-Powered Security Portfolio to Clients, and is Strengthened by Ongoing Project Glasswing Work
• Positive Sentiment: IBM also continues to benefit from AI and hybrid cloud partnership activity, including the expanded Oracle-IBM collaboration and IBM Consulting’s work on large digital transformation projects, reinforcing its role in enterprise infrastructure. Oracle IBM AI Cloud Alliance And What It Might Mean For ORCL Valuation
• Neutral Sentiment: Analyst commentary remains mixed: RBC Capital Markets cut its price target on IBM but kept an Outperform rating, while other articles noted IBM remains one of the most closely watched stocks. RBC Capital Markets Lowers IBM PT while Keeping Bullish Rating
• Neutral Sentiment: Recent coverage also highlights that IBM has solid earnings and long-term upside in AI and quantum infrastructure, but the stock has been volatile and has struggled to sustain momentum. 2 Quantum Hyperscaler Stocks With 30% Price Target to Watch in May
• Negative Sentiment: A recent market note said IBM has been one of the weakest mega-cap names in 2026, with the stock down sharply this year even after better-than-expected earnings, suggesting investors remain unconvinced that the fundamentals justify the valuation. IBM Stock Leads Mega-Cap Stock Decliners as Market Volatility Triggers Steep Selloff. That Doesn’t Tell You the Whole Story.

Wall Street Analysts Forecast Growth

A number of research firms have recently issued reports on IBM. Royal Bank Of Canada cut their target price on shares of International Business Machines from $330.00 to $300.00 and set an “outperform” rating for the company in a research note on Wednesday, May 6th. DZ Bank upgraded shares of International Business Machines from a “hold” rating to a “buy” rating and set a $295.00 target price for the company in a research note on Friday, April 24th. Weiss Ratings cut shares of International Business Machines from a “buy (b)” rating to a “buy (b-)” rating in a research note on Monday, May 4th. Erste Group Bank cut shares of International Business Machines from a “buy” rating to a “hold” rating in a research note on Wednesday, February 18th. Finally, HSBC upgraded shares of International Business Machines from a “reduce” rating to a “hold” rating and lifted their target price for the company from $218.00 to $231.00 in a research note on Tuesday, April 28th. One investment analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and seven have assigned a Hold rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $294.41.

International Business Machines Stock Performance

Shares of International Business Machines stock opened at $222.30 on Wednesday. The firm has a fifty day moving average of $239.09 and a two-hundred day moving average of $273.55. The stock has a market capitalization of $208.94 billion, a price-to-earnings ratio of 19.66, a PEG ratio of 2.31 and a beta of 0.58. International Business Machines Corporation has a 52 week low of $212.34 and a 52 week high of $324.90. The company has a debt-to-equity ratio of 1.75, a quick ratio of 0.76 and a current ratio of 0.80.

International Business Machines (NYSE:IBM) last issued its earnings results on Wednesday, April 22nd. The technology company reported $1.91 EPS for the quarter, beating the consensus estimate of $1.81 by $0.10. International Business Machines had a net margin of 15.61% and a return on equity of 37.23%. The company had revenue of $15.92 billion during the quarter, compared to analysts’ expectations of $15.60 billion. During the same quarter in the previous year, the company posted $1.60 EPS. The business’s revenue for the quarter was up 9.5% compared to the same quarter last year. As a group, equities research analysts predict that International Business Machines Corporation will post 12.4 EPS for the current year.

International Business Machines Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, June 10th. Shareholders of record on Friday, May 8th will be issued a dividend of $1.69 per share. This is a boost from International Business Machines’s previous quarterly dividend of $1.68. The ex-dividend date is Friday, May 8th. This represents a $6.76 dividend on an annualized basis and a yield of 3.0%. International Business Machines’s dividend payout ratio is currently 59.77%.

Insider Transactions at International Business Machines

In other news, Director Michael Miebach bought 434 shares of the stock in a transaction on Wednesday, February 25th. The stock was purchased at an average price of $233.33 per share, for a total transaction of $101,265.22. Following the acquisition, 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 transaction was disclosed in a document filed with the SEC, which can be accessed through this link. Company insiders own 0.27% of the company’s stock.

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.