Birmingham Capital Management Co. Inc. AL Sells 2,089 Shares of International Business Machines Corporation $IBM

Birmingham Capital Management Co. Inc. AL cut its holdings in shares of International Business Machines Corporation (NYSE:IBM) by 9.9% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The firm owned 18,925 shares of the technology company’s stock after selling 2,089 shares during the period. International Business Machines accounts for 2.5% of Birmingham Capital Management Co. Inc. AL’s portfolio, making the stock its 13th biggest position. Birmingham Capital Management Co. Inc. AL’s holdings in International Business Machines were worth $5,340,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in IBM. Brighton Jones LLC raised its holdings in International Business Machines by 12.4% in the fourth quarter. Brighton Jones LLC now owns 21,011 shares of the technology company’s stock worth $4,619,000 after purchasing an additional 2,323 shares in the last quarter. Sivia Capital Partners LLC grew its position in shares of International Business Machines by 10.6% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,938 shares of the technology company’s stock worth $571,000 after buying an additional 186 shares during the period. Callan Family Office LLC increased its stake in shares of International Business Machines by 467.1% in the 2nd quarter. Callan Family Office LLC now owns 16,918 shares of the technology company’s stock worth $4,987,000 after acquiring an additional 13,935 shares in the last quarter. Financial Security Advisor Inc. lifted its position in International Business Machines by 3.6% during the 2nd quarter. Financial Security Advisor Inc. now owns 2,416 shares of the technology company’s stock valued at $712,000 after acquiring an additional 83 shares during the period. Finally, WMG Financial Advisors LLC boosted its stake in International Business Machines by 3.6% during the second quarter. WMG Financial Advisors LLC now owns 2,865 shares of the technology company’s stock worth $845,000 after acquiring an additional 100 shares in the last quarter. Hedge funds and other institutional investors own 58.96% of the company’s stock.

Analysts Set New Price Targets

Several research firms have recently issued reports on IBM. Erste Group Bank upgraded shares of International Business Machines from a “hold” rating to a “buy” rating in a report on Friday, December 5th. Oppenheimer set a $380.00 price objective on International Business Machines and gave the company an “outperform” rating in a research note on Thursday, January 29th. Bank of America increased their target price 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. Jefferies Financial Group upped their price target on shares of International Business Machines from $360.00 to $370.00 and gave the stock a “buy” rating in a research note on Thursday, January 29th. Finally, Morgan Stanley set a $304.00 price objective on shares of International Business Machines in a research report on Thursday, January 29th. One analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, five have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $330.07.

Insider Buying and Selling

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 bought at an average price of $304.00 per share, for a total transaction of $304,000.00. Following the acquisition, the director directly owned 9,258 shares of the company’s stock, valued at $2,814,432. This represents a 12.11% increase in their position. The acquisition was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.18% of the stock is owned by company insiders.

International Business Machines Stock Up 3.2%

IBM opened at $299.09 on Friday. The stock has a market cap of $279.57 billion, a price-to-earnings ratio of 26.82, a price-to-earnings-growth ratio of 2.91 and a beta of 0.69. The company has a debt-to-equity ratio of 1.67, a quick ratio of 0.92 and a current ratio of 0.96. The firm’s fifty day moving average is $302.10 and its 200 day moving average is $283.63. International Business Machines Corporation has a fifty-two week low of $214.50 and a fifty-two week high of $324.90.

International Business Machines (NYSE:IBM) last announced its quarterly earnings results on Wednesday, January 28th. The technology company reported $4.52 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates 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 company had revenue of $19.69 billion for the quarter, compared to the consensus estimate of $19.23 billion. During the same period in the previous year, the firm posted $3.92 EPS. International Business Machines’s revenue for the quarter was up 12.2% compared to the same quarter last year. On average, sell-side analysts forecast that International Business Machines Corporation will post 10.78 earnings per share for the current fiscal year.

International Business Machines Dividend Announcement

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

Key Headlines Impacting International Business Machines

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

• Positive Sentiment: IBM won a role on the Missile Defense Agency’s SHIELD program — an IDIQ contract framework with a $151 billion ceiling — reinforcing its government/defense pipeline and validating IBM’s AI and systems capabilities for large, long-duration contracts. IBM to Support Missile Defense Agency SHIELD Contract
• Positive Sentiment: IBM added PepsiCo’s CEO to its board, signaling strengthened governance and bringing a consumer-industry perspective that can support IBM’s go-to-market and valuation narrative as it pushes AI offerings. IBM Adds PepsiCo CEO To Board As AI And Valuation Story Evolves
• Positive Sentiment: High-profile endorsement: Jim Cramer publicly praised IBM’s CEO, which can lift retail and momentum sentiment in the near term. My Hat’s Off to International Business Machines (IBM) CEO, Says Jim Cramer
• Positive Sentiment: Several bullish write-ups and investor-focused pieces outline a constructive case for IBM’s AI and hybrid-cloud-driven earnings upside, supporting buy-side interest. International Business Machines Corporation (IBM): A Bull Case Theory
• Neutral Sentiment: Missouri AG and IBM reached a settlement in a discrimination lawsuit — this removes litigation uncertainty but the story’s financial impact appears limited/contained based on available reporting. Missouri attorney general’s office and IBM reach settlement in discrimination lawsuit
• Neutral Sentiment: Coverage notes that IBM is navigating market headwinds even as it advances its AI push — a reminder of mixed macro/sector pressures versus the company’s strategic progress. IBM Shares Navigate Market Headwinds Amid AI Push
• Neutral Sentiment: A sector piece on quantum-computing outlooks highlights other players (e.g., IONQ) as quantum growth cools; quantum remains a long-term theme but is not an immediate revenue driver for IBM. Quantum Computing 2026 Outlook: 2 Stocks for Long-Term Upside
• Negative Sentiment: Technicals: some coverage flags IBM falling below its 100-day moving average, which can prompt short-term selling or caution among momentum/technical traders. As IBM Stock Breaks Below Its 100-Day Moving Average, Should You Buy the Dip?

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.