International Business Machines Corporation $IBM Shares Acquired by Cypress Wealth Services LLC

Cypress Wealth Services LLC increased its holdings in shares of International Business Machines Corporation (NYSE:IBM) by 187.0% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 5,330 shares of the technology company’s stock after acquiring an additional 3,473 shares during the period. Cypress Wealth Services LLC’s holdings in International Business Machines were worth $1,579,000 as of its most recent SEC filing.

Other large investors have also recently bought and sold shares of the company. Vanguard Group Inc. grew its stake in shares of International Business Machines by 0.8% during the 3rd quarter. Vanguard Group Inc. now owns 95,776,307 shares of the technology company’s stock worth $27,024,243,000 after purchasing an additional 724,832 shares during the period. State Street Corp increased its holdings in shares of International Business Machines by 0.3% in the 2nd quarter. State Street Corp now owns 54,536,963 shares of the technology company’s stock valued at $16,076,406,000 after purchasing an additional 147,721 shares in the last quarter. Capital World Investors lifted its stake in shares of International Business Machines by 13.9% in the third quarter. Capital World Investors now owns 17,045,156 shares of the technology company’s stock valued at $4,809,461,000 after purchasing an additional 2,077,506 shares during the period. Legal & General Group Plc boosted its holdings in International Business Machines by 2.5% during the third quarter. Legal & General Group Plc now owns 7,302,722 shares of the technology company’s stock worth $2,060,536,000 after buying an additional 176,219 shares in the last quarter. Finally, Ameriprise Financial Inc. grew its position in International Business Machines by 0.9% during the second quarter. Ameriprise Financial Inc. now owns 5,563,164 shares of the technology company’s stock worth $1,639,966,000 after buying an additional 46,924 shares during the period. Hedge funds and other institutional investors own 58.96% of the company’s stock.

Wall Street Analyst Weigh In

A number of research analysts have issued reports on IBM shares. UBS Group raised shares of International Business Machines from a “sell” rating to a “neutral” rating and set a $236.00 target price for the company in a report on Wednesday, February 25th. Royal Bank Of Canada set a $361.00 price target on International Business Machines in a report on Thursday, January 29th. JPMorgan Chase & Co. dropped their price objective on International Business Machines from $317.00 to $283.00 and set a “neutral” rating for the company in a research note on Wednesday, March 18th. Erste Group Bank cut International Business Machines from a “buy” rating to a “hold” rating in a report on Wednesday, February 18th. Finally, Bank of America boosted their target price on International Business Machines from $315.00 to $335.00 and gave the stock a “buy” rating in a research report on Tuesday, January 13th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and eight have given a Hold rating to the company. Based on data from MarketBeat.com, International Business Machines currently has a consensus rating of “Moderate Buy” and an average price target of $314.60.

Insiders Place Their Bets

In related news, Director Michael Miebach acquired 434 shares of the firm’s stock in a transaction that occurred on Wednesday, February 25th. The shares were acquired at an average price of $233.33 per share, with a total value of $101,265.22. Following the completion of the purchase, the director directly owned 434 shares in the company, valued at approximately $101,265.22. The trade was a ∞ increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director David N. Farr acquired 1,000 shares of the company’s stock in a transaction that occurred on Friday, January 30th. The shares were bought at an average price 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 represents a 12.11% increase in their position. The disclosure for this purchase is available in the SEC filing. Over the last three months, insiders bought 1,484 shares of company stock valued at $417,157. Insiders own 0.27% of the company’s stock.

International Business Machines Stock Down 2.2%

Shares of NYSE IBM opened at $236.36 on Friday. The firm’s 50-day moving average is $265.48 and its two-hundred day moving average is $284.47. The company has a market capitalization of $221.71 billion, a PE ratio of 21.20, a price-to-earnings-growth ratio of 2.37 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. 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 (NYSE:IBM) last issued its quarterly earnings data on Wednesday, January 28th. The technology company reported $4.52 earnings per share for the quarter, topping 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 business had revenue of $19.69 billion during the quarter, compared to analysts’ expectations of $19.23 billion. During the same period last year, the company posted $3.92 EPS. The company’s revenue was up 12.2% on a year-over-year basis. Equities analysts anticipate that International Business Machines Corporation will post 10.78 EPS for the current fiscal year.

International Business Machines Dividend Announcement

The business also recently declared 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. The ex-dividend date of this dividend was Tuesday, February 10th. This represents a $6.72 annualized dividend and a yield of 2.8%. International Business Machines’s dividend payout ratio (DPR) is presently 60.27%.

Key Stories Impacting International Business Machines

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

• Positive Sentiment: Quantum computing milestone may boost long‑term optionality: IBM reported that its quantum computer accurately simulated real magnetic materials (results match national lab data), a technical breakthrough that reinforces IBM’s leadership in quantum‑enabled R&D and potential future revenue streams. IBM Quantum Computer Accurately Simulates Real Magnetic Materials, Reproducing National Laboratory Data
• Positive Sentiment: Watsonx voice AI and agent enhancements could accelerate enterprise adoption: IBM partnered with ElevenLabs to add advanced, multilingual voice capabilities to watsonx Orchestrate and expanded security integrations with CrowdStrike, strengthening product differentiation for AI agents in regulated enterprises. IBM Expands watsonx Capability With Voice AI: Can it Fuel User Growth?
• Positive Sentiment: Open‑source and partner ecosystem moves support platform strategy: IBM contributed the llm-d project to CNCF and was highlighted as a Cloudera partner, signaling commitment to open infrastructure and channel reach that can help enterprise LLM adoption. IBM Pushes Open-Source AI Infrastructure with New llm-d Project
• Neutral Sentiment: Analysts expect continued earnings growth into Q1: Street models see low double‑digit EPS growth for FY2026 Q1, which supports expectations for continued margin expansion if execution holds. What to Expect From International Business Machines Q1 2026 Earnings Report
• Neutral Sentiment: Investor education and narrative pieces revisit IBM’s cloud/AI/consulting mix—useful context but less likely to move price immediately. What does IBM do? Inside its AI, cloud & consulting business
• Negative Sentiment: Workforce reshaping creates short‑term execution and sentiment risk: reports outline simultaneous job cuts and targeted hiring, which can cause investor concern about near‑term disruption and restructuring costs. IBM workforce changes 2026 explained: Why is IBM cutting jobs while planning to hire more?
• Negative Sentiment: Small analyst EPS downgrade and valuation pressure: Erste Group trimmed its FY2027 EPS estimate slightly and maintains a Hold, adding modest near‑term downward pressure when combined with the stock trading below its 50‑ and 200‑day averages. International Business Machines Stock Down 2.2%

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.