International Business Machines Corporation $IBM Shares Sold by Allworth Financial LP

Allworth Financial LP decreased its holdings in shares of International Business Machines Corporation (NYSE:IBM) by 3.9% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 146,454 shares of the technology company’s stock after selling 6,017 shares during the period. Allworth Financial LP’s holdings in International Business Machines were worth $41,323,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently modified their holdings of the company. Norges Bank acquired a new position in shares of International Business Machines in the 2nd quarter valued at about $2,011,122,000. Capital World Investors raised its stake in International Business Machines by 13.9% during the third quarter. Capital World Investors now owns 17,045,156 shares of the technology company’s stock worth $4,809,461,000 after acquiring an additional 2,077,506 shares during the period. Laurel Wealth Advisors LLC raised its stake in International Business Machines by 27,928.2% during the second 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. First Trust Advisors LP lifted its holdings in International Business Machines by 39.6% in the third quarter. First Trust Advisors LP now owns 3,052,880 shares of the technology company’s stock worth $861,401,000 after acquiring an additional 865,253 shares during the last quarter. Finally, Franklin Resources Inc. boosted its stake in International Business Machines by 64.7% in the third quarter. Franklin Resources Inc. now owns 2,162,741 shares of the technology company’s stock valued at $610,239,000 after acquiring an additional 849,500 shares during the period. 58.96% of the stock is owned by institutional investors and hedge funds.

Analyst Ratings Changes

IBM has been the subject of several recent research reports. Dbs Bank raised International Business Machines from a “hold” rating to a “moderate buy” rating in a report on Monday, January 19th. Argus set a $360.00 price objective on International Business Machines in a research report on Friday, January 30th. Weiss Ratings restated a “buy (b)” rating on shares of International Business Machines in a research note on Thursday, January 22nd. Oppenheimer set a $380.00 target price on International Business Machines and gave the stock an “outperform” rating in a research report on Thursday, January 29th. Finally, JPMorgan Chase & Co. cut their target price on International Business Machines from $317.00 to $283.00 and set a “neutral” rating on the stock in a research note on Wednesday. One research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and eight have assigned a Hold rating to the company. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average price target of $318.60.

International Business Machines Stock Down 1.9%

IBM opened at $251.31 on Thursday. The stock’s 50 day moving average price is $274.07 and its 200 day moving average price is $284.72. 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 stock has a market cap of $235.74 billion, a P/E ratio of 22.54, a P/E/G ratio of 2.57 and a beta of 0.73. International Business Machines Corporation has a 12 month low of $214.50 and a 12 month 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, topping 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 during the quarter, compared to analyst estimates of $19.23 billion. During the same quarter in the previous year, the firm posted $3.92 EPS. The firm’s quarterly revenue was up 12.2% on a year-over-year basis. As a group, research analysts predict that International Business Machines Corporation will post 10.78 earnings per share for the current year.

International Business Machines Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 10th. Investors of record on Tuesday, February 10th were issued a $1.68 dividend. The ex-dividend date of this dividend was Tuesday, February 10th. This represents a $6.72 annualized dividend and a yield of 2.7%. International Business Machines’s dividend payout ratio is presently 60.27%.

Insider Transactions at International Business Machines

In related news, Director Michael Miebach bought 434 shares of the firm’s stock in a transaction that occurred on Wednesday, February 25th. The stock was purchased at an average price of $233.33 per share, for a total transaction of $101,265.22. Following the transaction, the director directly owned 434 shares of the company’s stock, valued at approximately $101,265.22. This represents a ∞ increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director David N. Farr bought 1,000 shares of the stock in a transaction on Friday, January 30th. The shares were bought at an average cost of $304.00 per share, for a total transaction of $304,000.00. Following the purchase, the director owned 9,258 shares in the company, valued at $2,814,432. This trade represents a 12.11% increase in their position. The SEC filing for this purchase provides additional information. Insiders purchased a total of 1,484 shares of company stock valued at $417,157 in the last quarter. 0.27% of the stock is currently owned by insiders.

Trending Headlines about International Business Machines

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

• Positive Sentiment: IBM completed its acquisition of Confluent for about $11bn, adding real‑time data streaming to its stack and announcing day‑one integrations with watsonx.data, IBM MQ, webMethods and IBM Z — a move IBM says will power AI agents and hybrid enterprise workflows. This is a meaningful strategic accelerator for IBM’s AI roadmap. IBM Completes Acquisition of Confluent
• Positive Sentiment: IBM expanded its partnership with NVIDIA to embed NVIDIA GPUs into IBM Cloud and Red Hat AI Factory, aimed at moving enterprise AI projects from pilot to production — a commercial ramp that could drive software, services and cloud demand. IBM and NVIDIA Partner to Help Businesses Deploy AI at Scale
• Positive Sentiment: IBM Consulting teamed with The Hackett Group to help clients prioritize high‑ROI AI use cases and align them to existing workflows — an initiative that could accelerate enterprise AI adoption and consulting services revenue. IBM Business Operations and The Hackett Group Collaborate to Accelerate and Enhance Enterprise AI Business Outcomes
• Positive Sentiment: Recognition of IBM research: IBM Fellow Charles H. Bennett was named a co‑recipient of the A.M. Turing Award, reinforcing IBM’s standing in advanced computing and quantum research — positive for long‑term reputation and innovation credentials. IBM Fellow and Quantum Pioneer Charles H. Bennett Receives A.M. Turing Award
• Neutral Sentiment: Procedural: Confluent has been delisted from Nasdaq following the acquisition — an expected corporate housekeeping step with limited direct impact on IBM’s near‑term financials. IBM Completes Confluent Acquisition, Company Delists from Nasdaq
• Negative Sentiment: JPMorgan reduced its price target on IBM from $317 to $283 and moved to a “neutral” rating — a notable analyst downgrade that can prompt selling or reduce buying interest in the near term. JPMorgan Lowers IBM Price Target
• Negative Sentiment: Near‑term technical/market pressure: the stock sits below recent 50‑ and 200‑day averages and volume is lighter than average, conditions that can amplify downside when analyst sentiment turns cautious. (Background trading data.)

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.