Rhumbline Advisers Has $457.57 Million Stock Holdings in International Business Machines Corporation $IBM

Rhumbline Advisers trimmed its holdings in shares of International Business Machines Corporation (NYSE:IBM) by 0.9% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 1,621,682 shares of the technology company’s stock after selling 15,252 shares during the period. Rhumbline Advisers owned 0.17% of International Business Machines worth $457,574,000 as of its most recent SEC filing.

Several other large investors also recently made changes to their positions in IBM. Winnow Wealth LLC acquired a new position in International Business Machines during the 2nd quarter worth $27,000. Mountain Hill Investment Partners Corp. bought a new stake in shares of International Business Machines during the third quarter worth $28,000. Trifecta Capital Advisors LLC lifted its stake 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 period. Copia Wealth Management lifted its stake in shares of International Business Machines by 57.6% during the second quarter. Copia Wealth Management now owns 134 shares of the technology company’s stock valued at $40,000 after acquiring an additional 49 shares during the period. Finally, Legacy Wealth Managment LLC ID boosted its holdings in International Business Machines by 48.5% in the second quarter. Legacy Wealth Managment LLC ID now owns 147 shares of the technology company’s stock valued at $43,000 after acquiring an additional 48 shares during the last quarter. Institutional investors own 58.96% of the company’s stock.

International Business Machines Stock Down 1.5%

NYSE:IBM opened at $291.76 on Wednesday. International Business Machines Corporation has a 1 year low of $214.50 and a 1 year high of $324.90. The stock has a 50-day moving average price of $301.71 and a two-hundred day moving average price of $284.13. The stock has a market cap of $272.72 billion, a price-to-earnings ratio of 26.17, a PEG ratio of 2.97 and a beta of 0.69. The company has a current ratio of 0.96, a quick ratio of 0.92 and a debt-to-equity ratio of 1.67.

International Business Machines (NYSE:IBM) last released its quarterly earnings data on Wednesday, January 28th. The technology company reported $4.52 earnings per share for the quarter, beating the consensus estimate 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 business had revenue of $19.69 billion for the quarter, compared to analysts’ expectations of $19.23 billion. During the same quarter in the previous year, the business posted $3.92 EPS. International Business Machines’s revenue for the quarter was up 12.2% on a year-over-year basis. As a group, equities analysts expect that International Business Machines Corporation will post 10.78 earnings per share for the current year.

International Business Machines Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Tuesday, February 10th will be issued a dividend of $1.68 per share. This represents a $6.72 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date is Tuesday, February 10th. International Business Machines’s dividend payout ratio (DPR) is presently 60.27%.

Analyst Ratings Changes

IBM has been the topic of a number of recent research reports. UBS Group set a $317.00 price objective on shares of International Business Machines in a research note on Thursday, January 29th. Bank of America raised their price target 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. BMO Capital Markets reaffirmed a “market perform” rating and set a $350.00 price objective on shares of International Business Machines in a research note on Thursday, January 29th. Morgan Stanley set a $304.00 target price on International Business Machines in a research note on Thursday, January 29th. Finally, Erste Group Bank upgraded International Business Machines from a “hold” rating to a “buy” rating in a report on Friday, December 5th. One investment 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 stock. According to MarketBeat.com, International Business Machines has an average rating of “Moderate Buy” and an average price target of $330.07.

Insider Buying and Selling

In related news, Director David N. Farr bought 1,000 shares of International Business Machines stock in a transaction that occurred on Friday, January 30th. The stock was purchased at an average cost of $304.00 per share, with a total value of $304,000.00. Following the purchase, the director owned 9,258 shares in the company, valued at approximately $2,814,432. This trade represents a 12.11% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Corporate insiders own 0.18% of the company’s stock.

More International Business Machines News

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

• Positive Sentiment: IBM rolled out a new FlashSystem portfolio that embeds “agentic” AI for autonomous storage, faster ransomware detection and reduced management overhead — a clear revenue/up-sell opportunity in enterprise storage. IBM Introduces Autonomous Storage with New FlashSystem Portfolio Powered by Agentic AI
• Positive Sentiment: Coverage highlights IBM’s moves in defense and AI cybersecurity, including large-contract positioning that supports long-term revenue visibility in government and national security programs. IBM’s Defense And AI Cybersecurity Moves Versus Current Valuation Picture
• Positive Sentiment: IBM integrated Criminal IP threat intelligence into QRadar SIEM/SOAR, strengthening its security stack and potentially improving win rates and SaaS/security revenue traction for QRadar customers. Can Criminal IP Integration Boost IBM’s QRadar Growth Prospects?
• Neutral Sentiment: Analyst and street views remain mixed but generally constructive — multiple buy/outperform ratings and high price targets exist alongside at least one sell. Median targets sit well above the current price, which supports longer-term upside but keeps near-term volatility possible. Is Wall Street Bullish or Bearish on International Business Machines Stock?
• Negative Sentiment: Market reaction is also being pressured by broader technical/profit-taking dynamics after a strong post-earnings run — traders cited resistance around the $317–$320 area and recent volume below average, prompting short-term selling pressure.
• Negative Sentiment: Ongoing issues at IBM’s former spinoff Kyndryl (accounting probe and CFO exit) are creating negative headlines in the same sector, which can dampen sentiment for related names and raise governance/operational caution among some investors. At IBM spinoff Kyndryl, the stock dives 50% after an accounting probe and CFO exit: ‘The red flags are already out’

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.