Parcion Private Wealth LLC raised its stake in shares of International Business Machines Corporation (NYSE:IBM – Free Report) by 23.0% during the 3rd quarter, Holdings Channel reports. The institutional investor owned 11,954 shares of the technology company’s stock after buying an additional 2,239 shares during the period. Parcion Private Wealth LLC’s holdings in International Business Machines were worth $2,629,000 at the end of the most recent reporting period.
A number of other hedge funds and other institutional investors also recently made changes to their positions in the stock. Harborfront Financial Group LLC bought a new position in shares of International Business Machines in the second quarter valued at approximately $27,000. Hara Capital LLC bought a new stake in International Business Machines during the second quarter worth approximately $28,000. Bare Financial Services Inc lifted its position in International Business Machines by 114.6% in the second quarter. Bare Financial Services Inc now owns 103 shares of the technology company’s stock worth $29,000 after purchasing an additional 55 shares during the period. Caitlin John LLC bought a new position in International Business Machines during the 2nd quarter valued at $35,000. Finally, Axiom Investment Management LLC bought a new position in International Business Machines during the 1st quarter valued at $36,000. 58.96% of the stock is currently owned by institutional investors.
Analyst Ratings Changes
Several equities analysts have recently issued reports on the company. Robert W. Baird lifted their price target on International Business Machines from $230.00 to $260.00 and gave the company a “neutral” rating in a research report on Thursday, October 22nd. Stifel Nicolaus upped their price objective on International Business Machines from $235.00 to $260.00 and gave the company a “buy” rating in a report on Thursday, October 22nd. Wall Street Zen raised International Business Machines from a “sell” rating to a “hold” rating in a research note on Saturday, October 24th. Morgan Stanley lifted their target price on International Business Machines from $238.00 to $240.00 and gave the stock an “equal weight” rating in a report on Thursday, October 22nd. Finally, Jefferies Financial Group boosted their price target on shares of International Business Machines from $270.00 to $280.00 and gave the stock a “buy” rating in a research report on Thursday, October 22nd. Nineteen equities research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $266.12.
Check Out Our Latest Report on International Business Machines
Insiders Place Their Bets
In related news, SVP Robert Thomas sold 25,000 shares of the stock in a transaction dated Wednesday, August 26th. The stock was sold at an average price of $230.32, for a total value of $5,758,000.00. Following the completion of the sale, the senior vice president directly owned 47,800 shares of the company’s stock, valued at approximately $11,009,296. This represents a 34.34% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 0.27% of the company’s stock.
International Business Machines Trading Down 0.2%
NYSE IBM opened at $257.80 on Friday. The firm’s 50 day moving average price is $235.17 and its two-hundred day moving average price is $249.93. The company has a debt-to-equity ratio of 1.57, a quick ratio of 0.80 and a current ratio of 0.85. International Business Machines Corporation has a twelve month low of $199.19 and a twelve month high of $332.46. The stock has a market cap of $243.65 billion, a price-to-earnings ratio of 21.98, a PEG ratio of 2.54 and a beta of 0.73.
International Business Machines (NYSE:IBM – Get Free Report) last released its earnings results on Wednesday, October 21st. The technology company reported $2.95 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.85 by $0.10. The company had revenue of $17.10 billion during the quarter, compared to analyst estimates of $16.82 billion. International Business Machines had a return on equity of 34.37% and a net margin of 15.99%. The company’s revenue for the quarter was up 4.7% on a year-over-year basis. During the same quarter in the prior year, the company earned $2.65 earnings per share. Equities analysts anticipate that International Business Machines Corporation will post 12.41 EPS for the current year.
International Business Machines Dividend Announcement
The firm also recently declared a quarterly dividend, which will be paid on Thursday, December 10th. Investors of record on Tuesday, November 10th will be given a dividend of $1.69 per share. This represents a $6.76 annualized dividend and a yield of 2.6%. The ex-dividend date of this dividend is Tuesday, November 10th. International Business Machines’s payout ratio is presently 57.63%.
Key Headlines Impacting International Business Machines
Here are the key news stories impacting International Business Machines this week:
- Positive Sentiment: IBM introduced new AI-agent security controls that combine HashiCorp Vault, Agent Identity, and watsonx Orchestrate. The tools provide centralized governance, least-privilege access, real-time credential revocation, and sandboxed execution across hybrid-cloud environments, potentially strengthening IBM’s position in enterprise AI security. IBM Debuts AI Agent Security Controls For Hybrid Cloud
- Positive Sentiment: Analysts and commentators highlighted improving momentum in IBM’s software business, including its hybrid-cloud and enterprise infrastructure operations. IBM’s approximately $12 billion in free cash flow may support continued investment and shareholder returns. IBM’s Software Business Is Picking Up Speed
- Neutral Sentiment: Research reports project strong growth in service virtualization, edge computing, configuration-management systems, SMB IT spending, and battery-warranty analytics—markets in which IBM is listed as a participant. The reports indicate long-term addressable-market opportunities but do not represent new contracts or revenue guidance for IBM. Configuration Management Systems Global Strategic Business Report
- Neutral Sentiment: IBM’s opposition to blockchain-based stock trading reflects concerns about tokenized-market structures, but the issue appears unlikely to materially affect near-term financial results. Why Oracle, Intel, and IBM Are Saying No to Blockchain-Based Stock Trading
- Negative Sentiment: Concerns about IBM’s debt load and whether its long record of dividend increases can continue are weighing on the investment case. The stock’s decline during 2026 has made the dividend more attractive, but also highlights balance-sheet and payout sustainability risks. IBM Stock Is Down 13% in 2026. Is Its Dividend Still Safe?
About International Business Machines
International Business Machines Corporation (NYSE:IBM), commonly known as IBM, is a global technology and consulting company that helps organizations modernize their information technology and business operations. Its offerings include hybrid cloud solutions, artificial intelligence software and services, enterprise software, IT infrastructure, cybersecurity, data analytics, and technology consulting.
IBM provides products and services to businesses, governments, and other institutions across industries and regions worldwide.
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