UMB Bank n.a. Sells 5,672 Shares of International Business Machines Corporation $IBM

UMB Bank n.a. decreased its stake in shares of International Business Machines Corporation (NYSE:IBM) by 11.4% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 44,116 shares of the technology company’s stock after selling 5,672 shares during the period. UMB Bank n.a.’s holdings in International Business Machines were worth $12,448,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of IBM. Winnow Wealth LLC bought a new position in shares of International Business Machines during the 2nd quarter worth about $27,000. Mountain Hill Investment Partners Corp. bought a new position in International Business Machines in the third quarter worth approximately $28,000. Trifecta Capital Advisors LLC grew its stake in International Business Machines by 129.1% in the third quarter. Trifecta Capital Advisors LLC now owns 126 shares of the technology company’s stock valued at $36,000 after acquiring an additional 71 shares during the period. Copia Wealth Management increased its holdings in shares of International Business Machines by 57.6% during the second quarter. Copia Wealth Management now owns 134 shares of the technology company’s stock valued at $40,000 after acquiring an additional 49 shares in the last quarter. Finally, Legacy Wealth Managment LLC ID raised its position in shares of 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. Institutional investors and hedge funds own 58.96% of the company’s stock.

International Business Machines Trading Down 0.9%

NYSE:IBM opened at $306.48 on Friday. International Business Machines Corporation has a 52 week low of $214.50 and a 52 week high of $324.90. The firm has a 50-day moving average price of $302.85 and a two-hundred day moving average price of $283.15. The company has a debt-to-equity ratio of 1.67, a quick ratio of 0.89 and a current ratio of 0.96. The firm has a market cap of $286.48 billion, a price-to-earnings ratio of 27.49, a price-to-earnings-growth ratio of 2.99 and a beta of 0.70.

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

International Business Machines Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Tuesday, February 10th will be issued a $1.68 dividend. This represents a $6.72 dividend on an annualized basis and a dividend yield of 2.2%. The ex-dividend date of this dividend is Tuesday, February 10th. International Business Machines’s payout ratio is 60.27%.

Wall Street Analyst Weigh In

IBM has been the subject of several research reports. Wedbush lifted their price target on shares of International Business Machines from $325.00 to $340.00 and gave the company an “outperform” rating in a research report on Thursday. Jefferies Financial Group lifted their price objective on shares of International Business Machines from $360.00 to $370.00 and gave the company a “buy” rating in a report on Thursday. Wall Street Zen lowered shares of International Business Machines from a “buy” rating to a “hold” rating in a report on Sunday, January 11th. Weiss Ratings reiterated a “buy (b)” rating on shares of International Business Machines in a research note on Thursday, January 22nd. Finally, Bank of America increased their price objective on International Business Machines from $315.00 to $335.00 and gave the stock a “buy” rating in a research note on Tuesday, January 13th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, International Business Machines presently has an average rating of “Moderate Buy” and an average target price of $330.07.

More International Business Machines News

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

• Positive Sentiment: Q4 beat and upgraded 2026 revenue outlook — IBM reported better‑than‑expected Q4 EPS and revenue, highlighted strong software and AI (watsonx/Red Hat) momentum, and gave FY‑2026 revenue guidance above Street consensus. These fundamentals are the primary driver of recent upside interest. IBM Q4 Earnings Surpass Estimates
• Positive Sentiment: AI & software growth narrative strengthened — Management said AI‑related revenue and software growth powered the quarter (software +14%, infrastructure +21%), and IBM is positioning with its Confluent acquisition to expand data streaming for AI workloads — a strategic tailwind for valuation. Analysis Of IBM’s Confluent Acquisition
• Positive Sentiment: Analyst upgrades and higher targets — Multiple firms lifted price targets and reiterated buy/outperform views after the quarter (Evercore to $345 outperf; JPMorgan raised its target). Upgrades add buying pressure and validate management’s AI story. Evercore Raises Target JPMorgan Raises IBM Target
• Positive Sentiment: Shareholder returns intact — IBM declared its quarterly dividend ($1.68 per share), supporting income investors and signaling confidence in cash flow. (Ex‑dividend date noted in company disclosures.)
• Positive Sentiment: Board addition brings operating experience — IBM elected Ramon L. Laguarta (former PepsiCo CEO) to the board, adding consumer‑sector and global ops expertise that investors often view as governance strength. IBM Elects Ramon L. Laguarta
• Neutral Sentiment: Large bond sale draws attention to funding and leverage — IBM has launched multi‑part bond offerings (euro and dollar) to fund deals and operations; investors are parsing issuance size, yields and the impact on balance‑sheet leverage. This is a funding update rather than an earnings surprise, so impact is mixed. IBM Bond Sale Puts Fresh Funding And Valuation In Investor Focus
• Negative Sentiment: Bearish/critical takes remain — Some analysts and commentaries highlight risks (execution, macro sensitivity, or areas of weakness) and published critical pieces framing cautionary scenarios that can pressure sentiment after initial euphoria. IBM: Limping Into 2026

Insiders Place Their Bets

In related news, Director David N. Farr acquired 1,000 shares of the firm’s stock in a transaction that occurred on Friday, January 30th. The stock was acquired at an average price of $304.00 per share, for a total transaction of $304,000.00. Following the completion of the acquisition, the director owned 9,258 shares of the company’s stock, valued at approximately $2,814,432. This represents a 12.11% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Insiders own 0.18% 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.