International Business Machines Corporation $IBM Shares Bought by Vestmark Advisory Solutions Inc.

Vestmark Advisory Solutions Inc. increased its position in International Business Machines Corporation (NYSE:IBM) by 413.7% in the third quarter, according to its most recent disclosure with the SEC. The institutional investor owned 7,710 shares of the technology company’s stock after purchasing an additional 6,209 shares during the period. Vestmark Advisory Solutions Inc.’s holdings in International Business Machines were worth $2,176,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently bought and sold shares of IBM. Vanguard Group Inc. grew its position in shares of International Business Machines by 0.8% in the 3rd quarter. Vanguard Group Inc. now owns 95,776,307 shares of the technology company’s stock worth $27,024,243,000 after acquiring an additional 724,832 shares in the last quarter. State Street Corp lifted its stake in International Business Machines by 0.3% during the second quarter. State Street Corp now owns 54,536,963 shares of the technology company’s stock worth $16,076,406,000 after purchasing an additional 147,721 shares during the last quarter. Geode Capital Management LLC boosted its holdings in International Business Machines by 1.9% in the second quarter. Geode Capital Management LLC now owns 21,936,235 shares of the technology company’s stock worth $6,444,527,000 after purchasing an additional 400,131 shares during the period. Legal & General Group Plc boosted its holdings in International Business Machines by 3.4% in the second quarter. Legal & General Group Plc now owns 7,126,503 shares of the technology company’s stock worth $2,100,751,000 after purchasing an additional 234,318 shares during the period. Finally, Norges Bank bought a new stake in International Business Machines during the second quarter valued at $2,011,122,000. 58.96% of the stock is owned by institutional investors.

International Business Machines Stock Performance

Shares of IBM stock opened at $229.34 on Wednesday. International Business Machines Corporation has a 12-month low of $214.50 and a 12-month high of $324.90. The firm has a market capitalization of $214.37 billion, a price-to-earnings ratio of 20.57, a price-to-earnings-growth ratio of 2.24 and a beta of 0.69. The business has a 50 day simple moving average of $290.87 and a 200 day simple moving average of $284.17. 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 announced its 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 net margin of 15.69% and a return on equity of 38.15%. The firm had revenue of $19.69 billion during the quarter, compared to analyst estimates of $19.23 billion. During the same quarter in the prior year, the firm posted $3.92 EPS. International Business Machines’s revenue was up 12.2% compared to the same quarter last year. On average, equities research analysts anticipate that International Business Machines Corporation will post 10.78 EPS for the current 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 paid a dividend of $1.68 per share. This represents a $6.72 dividend on an annualized basis and a yield of 2.9%. The ex-dividend date of this dividend is Tuesday, February 10th. International Business Machines’s dividend payout ratio (DPR) is presently 60.27%.

More International Business Machines News

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

• Positive Sentiment: Analysts say the Feb. 23 sell‑off was overdone and are calling this a buying opportunity — firms including Wedbush and Evercore highlighted IBM’s durable mainframe position and encouraged investors to buy the dip. IBM’s Steep Drop on AI Fears May Be an Overreaction
• Positive Sentiment: Strong fundamentals: IBM recently beat Q4 estimates, generated record free cash flow and has a large, recurring hybrid‑cloud/AI services book — factors analysts cite to justify the rebound. IBM’s Steep Drop on AI Fears May Be an Overreaction
• Positive Sentiment: IBM is pushing into adjacent enterprise demand areas: it opened an AI GovTech Innovation Center and continues partnerships (e.g., Deepgram) that expand watsonx and hybrid cloud reach — supportive for services and software revenue. IBM Opens New Center to Help Governments Use AI
• Positive Sentiment: Security/revenue angle: IBM’s 2026 X‑Force Threat Index highlights AI‑accelerated cyberattacks — a market signal that can increase demand for IBM’s security services and managed offerings. IBM Threat Index Report: AI is Speeding Up Cyberattacks, IBM Cautions Canadian Organizations
• Neutral Sentiment: Macro and market context: broader tech sector swings and a Nasdaq rebound (after other AI/chip news) helped stabilize sentiment today — IBM’s move is part stock‑specific, part market recovery. Nasdaq Bounces Back After AMD-Meta Deal on AI Chips
• Negative Sentiment: Primary near‑term risk — Anthropic’s Claude Code announced COBOL modernization capabilities, sparking fears the automation could undercut IBM’s mainframe/consulting revenue and triggering a ~13% one‑day plunge that erased billions in market value. That announcement remains the biggest driver of recent volatility. IBM is the latest AI casualty. Shares are tanking on Anthropic programming language threat
• Negative Sentiment: Heightened volatility and contagion risk — the Anthropic story triggered sector‑wide selling and pushed IBM toward its worst single‑day drop in 25+ years; lingering uncertainty about how fast legacy workloads can be automated keeps downside risk elevated. IBM’s stock heads for worst month in 34 years — and Anthropic is partly to blame

Insider Activity at International Business Machines

In other news, Director David N. Farr acquired 1,000 shares of the company’s stock in a transaction dated 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 purchase, the director owned 9,258 shares of the company’s stock, valued at approximately $2,814,432. This represents a 12.11% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Corporate insiders own 0.18% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms have recently issued reports on IBM. Stifel Nicolaus raised their price target on shares of International Business Machines from $325.00 to $340.00 and gave the stock a “buy” rating in a research report on Thursday, January 29th. Evercore upped 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. Wedbush restated an “outperform” rating on shares of International Business Machines in a research report on Tuesday. Wall Street Zen downgraded International Business Machines from a “buy” rating to a “hold” rating in a research note on Sunday, January 11th. Finally, UBS Group set a $317.00 target price on International Business Machines in a research note on Thursday, January 29th. One analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, seven have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $330.07.

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.