CSM Advisors LLC Raises Position in International Business Machines Corporation $IBM

CSM Advisors LLC increased its stake in International Business Machines Corporation (NYSE:IBM) by 11.1% during the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 113,666 shares of the technology company’s stock after purchasing an additional 11,318 shares during the quarter. International Business Machines makes up approximately 0.9% of CSM Advisors LLC’s portfolio, making the stock its 27th biggest holding. CSM Advisors LLC’s holdings in International Business Machines were worth $32,073,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of the company. Winnow Wealth LLC bought a new stake in shares of International Business Machines in the second quarter valued at $27,000. Mountain Hill Investment Partners Corp. purchased a new position in shares of International Business Machines during the 3rd quarter valued at $28,000. SWAN Capital LLC bought a new position in shares of International Business Machines during the 3rd quarter worth $28,000. Trifecta Capital Advisors LLC increased its holdings in International Business Machines by 129.1% in the 3rd quarter. Trifecta Capital Advisors LLC now owns 126 shares of the technology company’s stock worth $36,000 after acquiring an additional 71 shares during the last quarter. Finally, American Wealth Advisors LLC purchased a new stake in International Business Machines in the 3rd quarter worth about $40,000. 58.96% of the stock is owned by institutional investors.

Insider Buying and Selling

In other news, Director Michael Miebach purchased 434 shares of the business’s stock in a transaction on Wednesday, February 25th. The stock was purchased at an average cost of $233.33 per share, with a total value of $101,265.22. Following the acquisition, the director directly owned 434 shares in the company, valued at approximately $101,265.22. This trade represents a ∞ increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director David N. Farr purchased 1,000 shares of International Business Machines stock in a transaction dated Friday, January 30th. The shares were purchased at an average price of $304.00 per share, with a total value of $304,000.00. Following the completion of the transaction, the director directly owned 9,258 shares in the company, valued at approximately $2,814,432. This represents a 12.11% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders have purchased a total of 1,484 shares of company stock worth $417,157 in the last ninety days. 0.18% of the stock is currently owned by insiders.

Key Stories Impacting International Business Machines

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 Performance

Shares of IBM opened at $246.37 on Friday. International Business Machines Corporation has a 52-week low of $214.50 and a 52-week high of $324.90. The stock’s 50-day simple moving average is $276.81 and its 200 day simple moving average is $284.56. The company has a debt-to-equity ratio of 1.67, a quick ratio of 0.92 and a current ratio of 0.96. The stock has a market capitalization of $231.10 billion, a price-to-earnings ratio of 22.10, a price-to-earnings-growth ratio of 2.47 and a beta of 0.73.

International Business Machines (NYSE:IBM) last posted its earnings results on Wednesday, January 28th. The technology company reported $4.52 earnings per share for the quarter, beating analysts’ consensus estimates 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 during the quarter, compared to analyst estimates of $19.23 billion. During the same quarter in the previous year, the firm earned $3.92 EPS. The company’s quarterly revenue was up 12.2% compared to the same quarter last year. Research analysts forecast that International Business Machines Corporation will post 10.78 EPS for the current fiscal year.

International Business Machines Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, March 10th. Investors of record on Tuesday, February 10th were paid 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 2.7%. International Business Machines’s payout ratio is currently 60.27%.

Wall Street Analysts Forecast Growth

Several research firms have commented on IBM. JPMorgan Chase & Co. upped their price objective on shares of International Business Machines from $312.00 to $317.00 and gave the company a “neutral” rating in a report on Thursday, January 29th. 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. Dbs Bank raised shares of International Business Machines from a “hold” rating to a “moderate buy” rating in a research report on Monday, January 19th. Weiss Ratings restated a “buy (b)” rating on shares of International Business Machines in a research note on Thursday, January 22nd. Finally, 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. One analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and eight have issued a Hold rating to the stock. Based on data from MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $320.87.

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.