International Business Machines Corporation $IBM Shares Sold by Edgar Lomax Co. VA

Edgar Lomax Co. VA trimmed its holdings in International Business Machines Corporation (NYSE:IBM) by 22.6% in the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 179,777 shares of the technology company’s stock after selling 52,455 shares during the period. International Business Machines makes up about 4.0% of Edgar Lomax Co. VA’s holdings, making the stock its 4th largest holding. Edgar Lomax Co. VA’s holdings in International Business Machines were worth $50,726,000 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. Winnow Wealth LLC acquired a new stake in shares of International Business Machines during the 2nd quarter worth about $27,000. Mountain Hill Investment Partners Corp. purchased a new position in International Business Machines during the third quarter worth about $28,000. Trifecta Capital Advisors LLC increased its position in shares of International Business Machines by 129.1% during 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 last quarter. American Wealth Advisors LLC purchased a new stake in shares of International Business Machines in the 3rd quarter valued at approximately $40,000. Finally, Legacy Wealth Managment LLC ID lifted its holdings in shares of International Business Machines by 48.5% in the 2nd quarter. Legacy Wealth Managment LLC ID now owns 147 shares of the technology company’s stock worth $43,000 after acquiring an additional 48 shares during the last quarter. Hedge funds and other institutional investors own 58.96% of the company’s stock.

International Business Machines Trading Up 2.7%

IBM opened at $256.87 on Friday. The business has a fifty day moving average price of $282.67 and a 200 day moving average price of $283.86. The company has a debt-to-equity ratio of 1.67, a current ratio of 0.96 and a quick ratio of 0.92. International Business Machines Corporation has a 12 month low of $214.50 and a 12 month high of $324.90. The stock has a market capitalization of $240.95 billion, a price-to-earnings ratio of 23.04, a PEG ratio of 2.51 and a beta of 0.73.

International Business Machines (NYSE:IBM) last posted 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 return on equity of 38.15% and a net margin of 15.69%.The company had revenue of $19.69 billion for the quarter, compared to analyst estimates of $19.23 billion. During the same quarter last year, the company earned $3.92 EPS. International Business Machines’s revenue for the quarter was up 12.2% compared to the same quarter last year. Sell-side analysts expect that International Business Machines Corporation will post 10.78 earnings per share for the current fiscal year.

International Business Machines Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 10th will be issued a dividend of $1.68 per share. This represents a $6.72 annualized dividend and a yield of 2.6%. The ex-dividend date is Tuesday, February 10th. International Business Machines’s payout ratio is 60.27%.

Insider Buying and Selling

In other news, Director Michael Miebach acquired 434 shares of the company’s stock in a transaction on Wednesday, February 25th. The shares were bought at an average cost of $233.33 per share, with a total value of $101,265.22. Following the transaction, the director owned 434 shares in the company, valued at approximately $101,265.22. This trade represents a ∞ increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director David N. Farr acquired 1,000 shares of the firm’s stock in a transaction dated Friday, January 30th. The shares were purchased at an average cost of $304.00 per share, with a total value of $304,000.00. Following the completion of the transaction, the director owned 9,258 shares in the company, valued at approximately $2,814,432. The trade was a 12.11% increase in their position. The disclosure for this purchase is available in the SEC filing. Over the last three months, insiders acquired 1,484 shares of company stock worth $417,157. Insiders own 0.18% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research firms recently weighed in on IBM. Jefferies Financial Group reiterated a “buy” rating on shares of International Business Machines in a report on Monday, February 23rd. Sanford C. Bernstein reaffirmed a “market perform” rating on shares of International Business Machines in a research note on Wednesday, December 10th. DZ Bank upgraded International Business Machines to a “hold” rating in a report on Wednesday, February 11th. Evercore raised their target price on International Business Machines from $330.00 to $345.00 and gave the company an “outperform” rating in a report on Thursday, January 29th. Finally, BMO Capital Markets reiterated a “market perform” rating and set a $350.00 price target on shares of International Business Machines in a research note on Thursday, January 29th. One research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and eight have issued a Hold rating to the stock. Based on data from MarketBeat.com, International Business Machines has a consensus rating of “Moderate Buy” and an average price target of $320.87.

Key Stories Impacting International Business Machines

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

• Positive Sentiment: IBM announced a partnership to integrate Deepgram’s speech‑to‑text and text‑to‑speech into watsonx Orchestrate, strengthening its enterprise voice‑AI stack and go‑to‑market for automated workflows. IBM Partners With Deepgram
• Positive Sentiment: IBM secured a multi‑year, ~$112M contract with the Defense Commissary Agency to modernize electronic shelf labels globally — a sizable government win that validates IBM’s modernization and IoT/edge capabilities for public‑sector clients. IBM Contract And Voice AI Deal
• Positive Sentiment: IBM and academic partners published a Science paper reporting a novel half‑Möbius electronic topology observed via quantum computing — a high‑profile scientific validation of IBM’s quantum research that can boost long‑term differentiation. IBM Quantum Research
• Positive Sentiment: Independent analyst coverage places IBM among leaders in data‑integration and multi‑cloud platforms — a signal that IBM’s platform investments (data pipelines, AI ops) are resonating with enterprise buyers. Data Integration Company Evaluation Report 2025
• Positive Sentiment: Recent board additions and multiple AI deals have been highlighted in press coverage as supporting a strategic push into higher‑margin, recurring enterprise AI services. Board Expansion and AI Deals
• Neutral Sentiment: Broader macro commentary on AI’s “creative destruction” suggests long‑term productivity gains for AI leaders — supportive for IBM but not a near‑term revenue guarantee. Wall Street Sees AI’s ‘Creative Destruction’
• Neutral Sentiment: Industry reports noting growth in business‑process automation and enterprise AI underline addressable market expansion that benefits vendors like IBM over time. Business Process Automation Market Report
• Negative Sentiment: Analysts and articles continue to debate IBM’s valuation and legacy‑system exposure (mainframe concerns); some coverage flags that shares remain below prior highs and that investor worries around growth persist. Valuation After UBS Upgrade
• Negative Sentiment: Commentary urging caution on IBM stock notes a sizable drawdown from the 52‑week high and argues near‑term catalysts must translate into sustained revenue acceleration to justify multiples. Why I’m Watching IBM Stock

International Business Machines Company 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.