Atria Investments Inc Has $20.68 Million Stock Holdings in International Business Machines Corporation $IBM

Atria Investments Inc reduced its stake in International Business Machines Corporation (NYSE:IBM) by 9.0% during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 73,278 shares of the technology company’s stock after selling 7,270 shares during the quarter. Atria Investments Inc’s holdings in International Business Machines were worth $20,676,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also added to or reduced their stakes in IBM. Norges Bank bought a new stake in shares of International Business Machines in the 2nd quarter valued at $2,011,122,000. Vanguard Group Inc. boosted its position in International Business Machines by 2.1% during the second quarter. Vanguard Group Inc. now owns 95,051,475 shares of the technology company’s stock valued at $28,019,274,000 after acquiring an additional 1,913,708 shares during the last quarter. Laurel Wealth Advisors LLC grew its holdings in International Business Machines by 27,928.2% during the 2nd quarter. Laurel Wealth Advisors LLC now owns 1,903,116 shares of the technology company’s stock worth $561,001,000 after acquiring an additional 1,896,326 shares during the period. VIRGINIA RETIREMENT SYSTEMS ET Al acquired a new stake in International Business Machines during the 2nd quarter worth about $133,771,000. Finally, Franklin Resources Inc. lifted its stake in shares of International Business Machines by 45.8% in the 2nd quarter. Franklin Resources Inc. now owns 1,313,241 shares of the technology company’s stock valued at $387,118,000 after purchasing an additional 412,574 shares during the period. Institutional investors and hedge funds own 58.96% of the company’s stock.

Insiders Place Their Bets

In related news, Director David N. Farr acquired 1,000 shares of International Business Machines stock in a transaction on Friday, January 30th. The shares were acquired at an average cost of $304.00 per share, with a total value of $304,000.00. Following the transaction, the director owned 9,258 shares in the company, valued at $2,814,432. This trade represents a 12.11% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. 0.18% of the stock is currently owned by company insiders.

Wall Street Analysts Forecast Growth

A number of equities analysts have issued reports on IBM shares. Wedbush increased their price target on International Business Machines from $325.00 to $340.00 and gave the stock an “outperform” rating in a report on Thursday, January 29th. Stifel Nicolaus boosted their price objective on International Business Machines from $325.00 to $340.00 and gave the stock a “buy” rating in a report on Thursday, January 29th. JPMorgan Chase & Co. increased their target price on shares of International Business Machines from $312.00 to $317.00 and gave the company a “neutral” rating in a report on Thursday, January 29th. Jefferies Financial Group boosted their price objective on International Business Machines from $360.00 to $370.00 and gave the stock a “buy” rating in a research report on Thursday, January 29th. Finally, Royal Bank Of Canada set a $361.00 target price on shares of International Business Machines in a research note 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 assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus price target of $330.07.

International Business Machines News Summary

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

• Positive Sentiment: IBM launched an AI‑driven, autonomous FlashSystem portfolio (FlashSystem 5600/7600/9600 and FlashSystem.ai) that embeds agentic AI for storage automation, faster ransomware detection and improved resiliency — a product push that could expand high‑margin storage revenue over time. IBM Introduces Autonomous Storage (PR Newswire)
• Positive Sentiment: Press coverage highlights the FlashSystem announcement and accompanying QRadar security updates as a combined storage + security story that supports IBM’s AI and hybrid‑cloud positioning. IBM AI FlashSystem And QRadar Updates (Yahoo)
• Positive Sentiment: IBM integrated Criminal IP threat intelligence into QRadar (SIEM/SOAR), which should improve detection/automation for security operations centers and could drive incremental security platform adoption. QRadar + Criminal IP Integration (Zacks)
• Neutral Sentiment: Macro/sector tailwinds: IBM appears on lists of cloud/AI names investors consider for digital‑transformation exposure, supporting demand thesis but not a near‑term catalyst by itself. Cloud Stock Buy List (Zacks)
• Neutral Sentiment: Analyst views are mixed: several recent “buy/outperform” calls and higher price targets sit alongside at least one notable sell rating; median price targets remain well above current levels, which creates a divergence between long‑term upside and short‑term uncertainty. Analyst Ratings & Price Targets (QuiverQuant)
• Negative Sentiment: Intraday selling pressure and large volume are driving the decline: QuiverQuant notes heavy trading and meaningful institutional rebalancing (e.g., JPMorgan trimming a large position in recent quarters), which can amplify downward moves even when product news is positive. Trading Activity & Institutional Moves (QuiverQuant)
• Negative Sentiment: Spinoff risk/overhang: Kyndryl (the former IBM services spin) is facing an accounting probe and executive turnover, and negative headlines there can spill over into investor sentiment on IBM and legacy services exposure. Kyndryl Accounting Probe (Fortune)

International Business Machines Trading Down 6.4%

Shares of IBM stock opened at $272.95 on Thursday. The stock has a market capitalization of $255.14 billion, a PE ratio of 24.48, a P/E/G ratio of 2.92 and a beta of 0.69. International Business Machines Corporation has a 1-year low of $214.50 and a 1-year high of $324.90. The company has a debt-to-equity ratio of 1.67, a current ratio of 0.96 and a quick ratio of 0.92. The business has a 50-day moving average of $301.11 and a 200 day moving average of $284.05.

International Business Machines (NYSE:IBM) last issued its earnings results on Wednesday, January 28th. The technology company reported $4.52 EPS for the quarter, topping the consensus estimate of $4.33 by $0.19. The company had revenue of $19.69 billion for the quarter, compared to the consensus estimate of $19.23 billion. International Business Machines had a net margin of 15.69% and a return on equity of 38.15%. The firm’s revenue for the quarter was up 12.2% on a year-over-year basis. During the same period in the previous year, the firm earned $3.92 earnings per share. As a group, sell-side analysts anticipate that International Business Machines Corporation will post 10.78 earnings per share for the current year.

International Business Machines Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 10th will be given a $1.68 dividend. This represents a $6.72 dividend on an annualized basis and a dividend yield of 2.5%. The ex-dividend date is Tuesday, February 10th. International Business Machines’s dividend payout ratio (DPR) is currently 60.27%.

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.