Fort Washington Investment Advisors Inc. OH Decreases Stock Position in International Business Machines Corporation $IBM

Fort Washington Investment Advisors Inc. OH lessened its stake in shares of International Business Machines Corporation (NYSE:IBM) by 4.4% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 285,236 shares of the technology company’s stock after selling 13,109 shares during the period. Fort Washington Investment Advisors Inc. OH’s holdings in International Business Machines were worth $84,490,000 as of its most recent filing with the Securities & Exchange Commission.

Several other large investors have also recently made changes to their positions in the company. Mattson Financial Services LLC purchased a new stake in shares of International Business Machines during the 3rd quarter worth approximately $852,000. Waverton Investment Management Ltd grew its holdings in shares of International Business Machines by 3.3% in the third quarter. Waverton Investment Management Ltd now owns 993,743 shares of the technology company’s stock valued at $280,439,000 after purchasing an additional 32,072 shares in the last quarter. NEOS Investment Management LLC increased its position in International Business Machines by 51.7% in the third quarter. NEOS Investment Management LLC now owns 114,395 shares of the technology company’s stock worth $32,278,000 after purchasing an additional 38,973 shares during the last quarter. American National Bank & Trust raised its stake in International Business Machines by 26.2% during the third quarter. American National Bank & Trust now owns 12,537 shares of the technology company’s stock valued at $3,537,000 after purchasing an additional 2,603 shares in the last quarter. Finally, Advisors Capital Management LLC raised its stake in International Business Machines by 3.8% during the third quarter. Advisors Capital Management LLC now owns 347,155 shares of the technology company’s stock valued at $97,953,000 after purchasing an additional 12,623 shares in the last quarter. 58.96% of the stock is owned by institutional investors.

Analyst Upgrades and Downgrades

A number of brokerages have commented on IBM. BMO Capital Markets dropped their price objective on shares of International Business Machines from $350.00 to $290.00 and set a “market perform” rating for the company in a research note on Thursday, March 19th. DZ Bank upgraded shares of International Business Machines to a “hold” rating in a research report on Wednesday, February 11th. Dbs Bank upgraded International Business Machines from a “hold” rating to a “moderate buy” rating in a research report on Monday, January 19th. Wedbush reissued an “outperform” rating and set a $340.00 price objective on shares of International Business Machines in a research note on Tuesday, February 24th. Finally, Argus set a $360.00 price objective on International Business Machines in a research report on Friday, January 30th. One equities 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’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $314.60.

Insider Buying and Selling

In other International Business Machines news, Director Michael Miebach acquired 434 shares of the company’s stock in a transaction that occurred on Wednesday, February 25th. The stock was bought at an average price of $233.33 per share, for a total transaction of $101,265.22. Following the acquisition, the director directly owned 434 shares in the company, valued at $101,265.22. The trade was a ∞ increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director David N. Farr acquired 1,000 shares of the business’s stock in a transaction on Friday, January 30th. The stock was acquired at an average cost of $304.00 per share, for a total transaction of $304,000.00. Following the transaction, the director directly owned 9,258 shares in the company, valued at $2,814,432. The trade was a 12.11% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. In the last ninety days, insiders have bought 1,484 shares of company stock worth $417,157. Insiders own 0.27% of the company’s stock.

International Business Machines Trading Up 0.2%

IBM stock opened at $241.82 on Friday. International Business Machines Corporation has a twelve month low of $214.50 and a twelve month high of $324.90. The stock has a market capitalization of $226.84 billion, a price-to-earnings ratio of 21.69, a price-to-earnings-growth ratio of 2.42 and a beta of 0.73. The company has a quick ratio of 0.92, a current ratio of 0.96 and a debt-to-equity ratio of 1.67. The firm’s fifty day simple moving average is $266.87 and its two-hundred day simple moving average is $284.44.

International Business Machines (NYSE:IBM) last released its quarterly earnings results on Wednesday, January 28th. The technology company reported $4.52 EPS for the quarter, topping analysts’ consensus estimates of $4.33 by $0.19. The firm had revenue of $19.69 billion during the quarter, compared to analysts’ expectations 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% compared to the same quarter last year. During the same period in the previous year, the company earned $3.92 EPS. As a group, analysts anticipate that International Business Machines Corporation will post 10.78 earnings per share for the current year.

International Business Machines Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 10th were given a dividend of $1.68 per share. This represents a $6.72 annualized dividend and a dividend yield of 2.8%. The ex-dividend date was Tuesday, February 10th. International Business Machines’s payout ratio is 60.27%.

Key Stories Impacting International Business Machines

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

• Positive Sentiment: IBM inks advanced-voice partnership to boost watsonx Orchestrate capabilities, improving multilingual, secure agent experiences for enterprises — expands product functionality and go-to-market appeal. ElevenLabs & IBM PR
• Positive Sentiment: Expanded security collaboration with CrowdStrike to deliver AI-powered autonomous detection and response, addressing a high-value enterprise security market and reinforcing hybrid security product stack. IBM expands AI agents and security (Yahoo)
• Positive Sentiment: Quantum computing milestone: IBM’s quantum systems reproduced national-lab magnetic-material data, signaling faster progress toward useful scientific/commercial quantum applications — potential long-term differentiator. IBM Quantum PR
• Positive Sentiment: IBM pushes open-source AI infrastructure (llm-d contribution to CNCF), which can lower customer adoption friction and position IBM as an enterprise AI infrastructure leader. llm-d project (TipRanks)
• Neutral Sentiment: Workforce reshuffle: IBM is cutting some roles while planning to hire more, especially entry-level AI-augmented talent (tripling entry-level hires). This is positioned as redeployment to growth areas but brings short-term restructuring costs and execution risk. Workforce changes (MSN)
• Neutral Sentiment: CEO Arvind Krishna notes a friendlier regulatory climate for M&A, which could accelerate deal activity — a strategic positive but speculative until deals are announced and integrated. CEO M&A comments
• Negative Sentiment: Analyst modest EPS cut: Erste Group trimmed its FY2027 EPS forecast slightly and maintains a Hold — small revision but a reminder that consensus estimates could drift and analyst sentiment is mixed. Erste Group estimate cut (MarketBeat)

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.