Clark Capital Management Group Inc. Has $63.94 Million Holdings in International Business Machines Corporation $IBM

Clark Capital Management Group Inc. lifted its stake in shares of International Business Machines Corporation (NYSE:IBM) by 1.5% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 226,598 shares of the technology company’s stock after acquiring an additional 3,397 shares during the quarter. Clark Capital Management Group Inc.’s holdings in International Business Machines were worth $63,937,000 as of its most recent filing with the SEC.

A number of other institutional investors have also made changes to their positions in IBM. Winnow Wealth LLC bought a new stake in International Business Machines during the second quarter worth approximately $27,000. Mountain Hill Investment Partners Corp. bought a new position in shares of International Business Machines in the third quarter valued at approximately $28,000. SWAN Capital LLC bought a new position in shares of International Business Machines in the third quarter valued at approximately $28,000. Trifecta Capital Advisors LLC lifted its stake in shares of International Business Machines by 129.1% in the third quarter. Trifecta Capital Advisors LLC now owns 126 shares of the technology company’s stock worth $36,000 after buying an additional 71 shares during the last quarter. Finally, American Wealth Advisors LLC bought a new stake in shares of International Business Machines during the 3rd quarter worth $40,000. 58.96% of the stock is owned by institutional investors.

Insiders Place Their Bets

In other news, Director Michael Miebach bought 434 shares of the company’s stock in a transaction that occurred on Wednesday, February 25th. The stock was acquired 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 $101,265.22. This trade represents a ∞ increase in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, Director David N. Farr purchased 1,000 shares of the business’s stock in a transaction that occurred on Friday, January 30th. The shares were purchased at an average cost of $304.00 per share, with a total value of $304,000.00. Following the completion of the acquisition, 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. Additional details regarding this purchase are available in the official SEC disclosure. Over the last three months, insiders have acquired 1,484 shares of company stock valued at $417,157. Company insiders own 0.18% of the company’s stock.

International Business Machines News Roundup

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

• Positive Sentiment: IBM published a practical “quantum‑centric supercomputing” reference architecture that maps how quantum processors can be integrated with CPUs and GPUs — a clear strategic push to own early enterprise quantum and attract research/cloud customers. IBM Releases a New Blueprint for Quantum-Centric Supercomputing
• Positive Sentiment: IBM announced a partnership with Taiwan’s E.SUN Bank to deliver an enterprise AI governance framework — a commercial proof point that could help drive services and consulting revenue in regulated industries. IBM Teams Up With E.SUN Bank on AI Governance
• Positive Sentiment: Analysts continue to call IBM a top large-cap tech name alongside peers, which supports medium-term investor interest despite recent weakness. Analysts Are Bullish on Top Technology Stocks
• Positive Sentiment: Coverage highlights IBM’s “dual‑pronged” strategy (AI/hybrid cloud + quantum) to redefine enterprise computing — reinforces the company’s long-term narrative even as adoption timelines remain gradual. IBM’s Dual-Pronged Strategy to Redefine Computing Power
• Neutral Sentiment: IBM’s CFO gave interviews outlining priorities around AI, hybrid cloud and quantum — useful for strategic context but not new guidance. The Motley Fool Interviews IBM CFO Jim Kavanaugh
• Neutral Sentiment: Industry roundups and tech press reiterate IBM’s quantum roadmap and positioning; positive for brand/technology leadership but benefits are multi‑year. IBM Introduces Blueprint to Combine Quantum Computers with Traditional Supercomputers
• Negative Sentiment: Competitive/near‑term threat: Anthropic’s Claude Code announcement (automation for COBOL modernization) has sparked concerns that third‑party AI tools could displace some IBM mainframe/modernization services, and analysts/media point to that as a contributor to the year‑to‑date decline. IBM Has Fallen 16% as Anthropic Puts Them In The Bullseye
• Negative Sentiment: Market reaction: IBM shares slipped around the quantum blueprint release and have been under pressure from technicals (current price below 50‑ and 200‑day moving averages) and lower trading volume, prompting short‑term selling. What’s going on with IBM stock on Thursday?

International Business Machines Stock Down 0.5%

NYSE IBM opened at $246.37 on Friday. The company has a current ratio of 0.96, a quick ratio of 0.92 and a debt-to-equity ratio of 1.67. The stock’s 50 day moving average is $276.81 and its two-hundred day moving average is $284.56. The company has a market capitalization of $231.10 billion, a price-to-earnings ratio of 22.10, a PEG ratio of 2.47 and a beta of 0.73. International Business Machines Corporation has a 1-year low of $214.50 and a 1-year high of $324.90.

International Business Machines (NYSE:IBM) last issued its 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. The business had revenue of $19.69 billion during the quarter, compared to analysts’ expectations of $19.23 billion. International Business Machines had a return on equity of 38.15% and a net margin of 15.69%.International Business Machines’s quarterly revenue was up 12.2% compared to the same quarter last year. During the same period in the prior year, the firm posted $3.92 EPS. Equities analysts forecast that International Business Machines Corporation will post 10.78 earnings per share for the current fiscal year.

International Business Machines Announces Dividend

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

Analyst Ratings Changes

A number of research analysts recently issued reports on the stock. BMO Capital Markets reiterated a “market perform” rating and issued a $350.00 target price on shares of International Business Machines in a research note on Thursday, January 29th. Morgan Stanley decreased their price target on shares of International Business Machines from $304.00 to $247.00 and set an “equal weight” rating for the company in a report on Wednesday, February 25th. Argus set a $360.00 target price on International Business Machines in a report on Friday, January 30th. Oppenheimer set a $380.00 price objective on shares of International Business Machines and gave the stock an “outperform” rating in a report on Thursday, January 29th. Finally, Evercore increased their target price on shares of International Business Machines from $330.00 to $345.00 and gave the company an “outperform” rating in a research note on Thursday, January 29th. One analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and eight have given a Hold rating to the company’s stock. According to data from MarketBeat, International Business Machines has a consensus rating of “Moderate Buy” and an average price target of $320.87.

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.