Simplicity Wealth LLC Acquires 6,342 Shares of International Business Machines Corporation $IBM

Simplicity Wealth LLC grew its stake in shares of International Business Machines Corporation (NYSE:IBM) by 21.4% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 36,046 shares of the technology company’s stock after buying an additional 6,342 shares during the quarter. Simplicity Wealth LLC’s holdings in International Business Machines were worth $7,928,000 at the end of the most recent quarter.

Other large investors have also recently modified their holdings of the company. Friday Financial boosted its holdings in International Business Machines by 1.9% during the 2nd quarter. Friday Financial now owns 1,903 shares of the technology company’s stock valued at $583,000 after acquiring an additional 35 shares during the period. Trinity Wealth Management LLC grew its position in International Business Machines by 2.3% during the 2nd quarter. Trinity Wealth Management LLC now owns 1,695 shares of the technology company’s stock worth $477,000 after acquiring an additional 38 shares during the last quarter. Pettinga Financial Advisors LLC grew its position in International Business Machines by 3.6% during the 2nd quarter. Pettinga Financial Advisors LLC now owns 1,090 shares of the technology company’s stock worth $307,000 after acquiring an additional 38 shares during the last quarter. HHM Wealth Advisors LLC grew its position in International Business Machines by 4.6% during the 2nd quarter. HHM Wealth Advisors LLC now owns 928 shares of the technology company’s stock worth $261,000 after acquiring an additional 41 shares during the last quarter. Finally, Basecamp Wealth Advisors LLC increased its stake in International Business Machines by 2.8% in the 1st quarter. Basecamp Wealth Advisors LLC now owns 1,598 shares of the technology company’s stock worth $387,000 after purchasing an additional 44 shares during the period. Hedge funds and other institutional investors own 58.96% of the company’s stock.

Insiders Place Their Bets

In related news, SVP Robert Thomas sold 25,000 shares of the company’s stock in a transaction on Wednesday, August 26th. The stock was sold at an average price of $230.32, for a total value of $5,758,000.00. Following the sale, the senior vice president directly owned 47,800 shares of the company’s stock, valued at $11,009,296. This represents a 34.34% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.27% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

Several analysts have weighed in on the company. Evercore lowered their price objective on International Business Machines from $310.00 to $250.00 and set an “outperform” rating for the company in a research report on Thursday, July 16th. Citigroup raised their target price on shares of International Business Machines from $245.00 to $280.00 and gave the stock a “buy” rating in a report on Thursday. Wall Street Zen raised shares of International Business Machines from a “sell” rating to a “hold” rating in a research note on Saturday. Yorkville Ives initiated coverage on shares of International Business Machines in a report on Monday, October 5th. They set an “outperform” rating and a $275.00 price target for the company. Finally, HSBC dropped their price target on shares of International Business Machines from $175.00 to $174.00 in a research report on Friday, July 24th. Twenty equities research analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $266.12.

International Business Machines Stock Performance

International Business Machines stock opened at $253.69 on Friday. International Business Machines Corporation has a fifty-two week low of $199.19 and a fifty-two week high of $332.46. The stock’s 50 day simple moving average is $233.06 and its two-hundred day simple moving average is $243.70. The company has a debt-to-equity ratio of 1.57, a quick ratio of 0.74 and a current ratio of 0.85. The stock has a market cap of $239.01 billion, a price-to-earnings ratio of 21.63, a PEG ratio of 2.43 and a beta of 0.73.

International Business Machines (NYSE:IBM) last announced its earnings results on Wednesday, October 21st. The technology company reported $2.95 earnings per share (EPS) for the quarter, topping the consensus estimate of $2.85 by $0.10. The firm had revenue of $17.10 billion during the quarter, compared to analyst estimates of $16.82 billion. International Business Machines had a return on equity of 34.37% and a net margin of 15.99%. The business’s revenue was up 4.7% compared to the same quarter last year. During the same quarter in the prior year, the company earned $2.65 EPS. As a group, analysts expect that International Business Machines Corporation will post 12.41 earnings per share for the current fiscal year.

International Business Machines Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, December 10th. Investors of record on Tuesday, November 10th will be given a dividend of $1.69 per share. The ex-dividend date is Tuesday, November 10th. This represents a $6.76 annualized dividend and a dividend yield of 2.7%. International Business Machines’s payout ratio is currently 57.63%.

International Business Machines News Roundup

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

• Positive Sentiment: IBM reported third-quarter revenue of $17.1 billion, up 4.7% year over year, while adjusted EPS of $2.95 exceeded analyst expectations. Software growth accelerated to 9% at constant currency, infrastructure demand improved, and operating pretax margins expanded by 70 basis points. IBM Beats Q3 Earnings Estimates on Software, Infrastructure Growth
• Positive Sentiment: Management raised its full-year free-cash-flow outlook, supported by stronger software performance, Red Hat demand and enterprise AI activity. Transaction-processing revenue also rose 10%, suggesting improving demand in key recurring-revenue businesses. IBM: 3 Key Takeaways for Long-Term Investors
• Positive Sentiment: Several analysts raised their earnings estimates or price targets following the results. Erste Group increased its FY2027 EPS forecast to $13.40 from $13.13, while JPMorgan, RBC and Stifel reiterated positive ratings and lifted targets. IBM Analyst Estimates and Ratings
• Neutral Sentiment: IBM’s updated FY2026 revenue guidance of $70.2 billion to $70.9 billion broadly brackets the $70.4 billion consensus estimate. The outlook was not meaningfully raised, leaving investors focused on whether the software rebound can continue.
• Neutral Sentiment: IBM declared a quarterly dividend of $1.69 per share, or $6.76 annualized, reinforcing its appeal to income-oriented investors. A separate dividend-stock article highlighted IBM’s decades-long record of payout increases. IBM Declares $1.69 Dividend
• Negative Sentiment: Investors remain concerned that roughly half of the software growth benefited from the Confluent acquisition and that management’s unchanged revenue outlook implies slower growth later in the year. IBM’s comments that lower-cost, open-weight AI models can deliver comparable performance also raised questions about pricing power and AI monetization. Why Isn’t IBM’s Stock Bouncing Back After Strong Earnings Results?
• Negative Sentiment: Some analysts view IBM’s valuation as demanding relative to its modest underlying growth, while slower Consulting performance, debt and uncertainty over the durability of the software rebound could limit further upside.

About International Business Machines

International Business Machines Corporation (NYSE:IBM), commonly known as IBM, is a global technology and consulting company that helps organizations modernize their information technology and business operations. Its offerings include hybrid cloud solutions, artificial intelligence software and services, enterprise software, IT infrastructure, cybersecurity, data analytics, and technology consulting.

IBM provides products and services to businesses, governments, and other institutions across industries and regions worldwide.