Oak Harvest Investment Services Takes Position in International Business Machines Corporation $IBM

Oak Harvest Investment Services acquired a new position in International Business Machines Corporation (NYSE:IBM) during the third quarter, according to the company in its most recent Form 13F filing with the SEC. The fund acquired 14,201 shares of the technology company’s stock, valued at approximately $4,007,000.

Several other large investors have also bought and sold shares of the company. Family CFO Inc bought a new stake in International Business Machines in the second quarter worth about $25,000. Winnow Wealth LLC bought a new stake in shares of International Business Machines in the 2nd quarter worth approximately $27,000. Silicon Valley Capital Partners lifted its stake in International Business Machines by 322.6% during the first quarter. Silicon Valley Capital Partners now owns 131 shares of the technology company’s stock valued at $32,000 after purchasing an additional 100 shares during the last quarter. Highline Wealth Partners LLC boosted its holdings in International Business Machines by 85.0% during the second quarter. Highline Wealth Partners LLC now owns 111 shares of the technology company’s stock worth $33,000 after buying an additional 51 shares in the last quarter. Finally, Copia Wealth Management increased its holdings in shares of International Business Machines by 57.6% in the second quarter. Copia Wealth Management now owns 134 shares of the technology company’s stock valued at $40,000 after buying an additional 49 shares in the last quarter. Institutional investors own 58.96% of the company’s stock.

Wall Street Analyst Weigh In

Several equities research analysts have recently weighed in on the company. Wall Street Zen lowered International Business Machines from a “buy” rating to a “hold” rating in a research note on Saturday, December 20th. Bank of America lifted their price target on International Business Machines from $310.00 to $315.00 and gave the stock a “buy” rating in a research note on Thursday, October 23rd. Morgan Stanley cut their price objective on International Business Machines from $256.00 to $252.00 and set an “equal weight” rating on the stock in a report on Thursday, October 23rd. Weiss Ratings upgraded shares of International Business Machines from a “hold (c+)” rating to a “buy (b)” rating in a report on Saturday, October 25th. Finally, Jefferies Financial Group boosted their price target on shares of International Business Machines from $280.00 to $305.00 and gave the company a “hold” rating in a report on Tuesday, October 21st. One research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $293.38.

International Business Machines Price Performance

NYSE IBM opened at $305.36 on Tuesday. The company has a 50 day simple moving average of $304.06 and a 200-day simple moving average of $281.03. International Business Machines Corporation has a 52-week low of $214.50 and a 52-week high of $324.90. The firm has a market capitalization of $285.43 billion, a price-to-earnings ratio of 36.53, a price-to-earnings-growth ratio of 3.04 and a beta of 0.69. The company has a debt-to-equity ratio of 1.97, a current ratio of 0.93 and a quick ratio of 0.89.

International Business Machines (NYSE:IBM) last released its quarterly earnings data 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 firm had revenue of $16.33 billion for the quarter, compared to analyst estimates of $16.10 billion. International Business Machines had a net margin of 12.09% and a return on equity of 37.76%. The company’s revenue for the quarter was up 9.1% compared to the same quarter last year. During the same quarter in the prior year, the business earned $2.30 EPS. Equities research analysts predict that International Business Machines Corporation will post 10.78 earnings per share for the current fiscal year.

International Business Machines Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, December 10th. Investors of record on Monday, November 10th were issued a dividend of $1.68 per share. This represents a $6.72 annualized dividend and a dividend yield of 2.2%. The ex-dividend date was Monday, November 10th. International Business Machines’s dividend payout ratio (DPR) is currently 80.38%.

Key Headlines Impacting International Business Machines

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

• Positive Sentiment: Analysts argue IBM’s diversified quantum roadmap and steady progress could give Big Tech an edge vs. pure-play quantum names in 2026 — a strategic positioning that supports long-term growth expectations. 2026 Big Tech Quantum Bets
• Positive Sentiment: IBM expanded its AI footprint with a partnership to deliver AI-powered learning tools (Pearson), reinforcing revenue diversification in AI-enabled services and enterprise solutions. Can IBM’s AI Investments Secure Future Market Leadership?
• Positive Sentiment: IBM was highlighted in lists of attractive high-yield S&P 500 stocks for 2026, which can attract income-focused investors and support demand for the shares. Top 5 High-Yield S&P 500 Stocks to Buy for 2026
• Positive Sentiment: Market commentators (including Jim Cramer) continue to describe IBM as undervalued despite recent gains, a narrative that can support further buying interest. Jim Cramer on IBM
• Positive Sentiment: Regional demand signals: reports of growing AI adoption in Indonesia’s manufacturing highlight incremental enterprise deals and geographic expansion for IBM’s software and services. IBM Sees Growing AI Adoption in Indonesia
• Neutral Sentiment: Former CEO and chairman Louis (Lou) Gerstner, credited with turning around IBM in the 1990s, died at 83; widespread obituaries (NYT/WSJ/Reuters) are generating headlines and reminiscence about the company’s legacy but are unlikely to affect near-term fundamentals. Louis V. Gerstner, Who Revived a Faltering IBM in the ’90s, Dies at 83

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.