Hillsdale Investment Management Inc. Invests $894,000 in International Business Machines Corporation $IBM

Hillsdale Investment Management Inc. bought a new position in shares of International Business Machines Corporation (NYSE:IBM) during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 3,170 shares of the technology company’s stock, valued at approximately $894,000.

A number of other institutional investors also recently bought and sold shares of the business. CFS Investment Advisory Services LLC lifted its stake in shares of International Business Machines by 0.4% in the 3rd quarter. CFS Investment Advisory Services LLC now owns 9,359 shares of the technology company’s stock worth $2,878,000 after acquiring an additional 34 shares during the period. KPP Advisory Services LLC raised its holdings in International Business Machines by 1.7% during the third quarter. KPP Advisory Services LLC now owns 2,069 shares of the technology company’s stock worth $584,000 after purchasing an additional 34 shares in the last quarter. Marco Investment Management LLC raised its holdings in International Business Machines by 0.3% during the third quarter. Marco Investment Management LLC now owns 10,774 shares of the technology company’s stock worth $3,040,000 after purchasing an additional 34 shares in the last quarter. MA Private Wealth lifted its position in International Business Machines by 1.5% in the third quarter. MA Private Wealth now owns 2,242 shares of the technology company’s stock valued at $633,000 after purchasing an additional 34 shares during the period. Finally, Ignite Planners LLC boosted its holdings in International Business Machines by 0.9% in the 3rd quarter. Ignite Planners LLC now owns 4,000 shares of the technology company’s stock valued at $1,129,000 after purchasing an additional 36 shares in the last quarter. 58.96% of the stock is currently owned by institutional investors and hedge funds.

Analyst Ratings Changes

A number of equities analysts have recently issued reports on the company. DZ Bank raised International Business Machines to a “hold” rating in a research note on Wednesday, February 11th. Dbs Bank raised International Business Machines from a “hold” rating to a “moderate buy” rating in a report on Monday, January 19th. Bank of America increased their price objective 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. Sanford C. Bernstein restated a “market perform” rating on shares of International Business Machines in a research report on Wednesday, December 10th. Finally, Erste Group Bank cut shares of International Business Machines from a “buy” rating to a “hold” rating in a research note on Wednesday, February 18th. One research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, seven have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, International Business Machines currently has a consensus rating of “Moderate Buy” and an average price target of $330.07.

International Business Machines Stock Performance

NYSE:IBM opened at $222.64 on Tuesday. 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 company has a market capitalization of $208.11 billion, a P/E ratio of 19.97, a price-to-earnings-growth ratio of 2.58 and a beta of 0.69. The firm has a 50-day moving average price of $292.35 and a two-hundred day moving average price of $284.26. International Business Machines Corporation has a twelve month low of $214.50 and a twelve month high of $324.90.

International Business Machines (NYSE:IBM) last released its quarterly earnings results on Wednesday, January 28th. The technology company reported $4.52 EPS for the quarter, beating the consensus estimate of $4.33 by $0.19. The business had revenue of $19.69 billion for the quarter, compared to analyst estimates of $19.23 billion. International Business Machines had a net margin of 15.69% and a return on equity of 38.15%. The company’s quarterly revenue was up 12.2% on a year-over-year basis. During the same period in the prior year, the business earned $3.92 earnings per share. As a group, research analysts expect that International Business Machines Corporation will post 10.78 earnings per share for the current fiscal year.

International Business Machines Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Tuesday, February 10th will be paid a $1.68 dividend. The ex-dividend date of this dividend is Tuesday, February 10th. This represents a $6.72 annualized dividend and a yield of 3.0%. International Business Machines’s payout ratio is presently 60.27%.

Insider Transactions at International Business Machines

In other news, Director David N. Farr purchased 1,000 shares of the firm’s stock in a transaction on Friday, January 30th. The shares were bought at an average cost of $304.00 per share, with a total value of $304,000.00. Following the purchase, the director directly owned 9,258 shares of the company’s stock, valued at approximately $2,814,432. This trade represents a 12.11% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Company insiders own 0.18% of the company’s stock.

Trending Headlines about International Business Machines

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

• Positive Sentiment: IBM is ramping U.S. entry-level hiring (plans to triple entry-level roles), which could support long-term talent and execution as it shifts more work to AI and cloud services. IBM Expands Entry-Level Hiring
• Positive Sentiment: Industry reports name IBM among leaders in healthcare financial analytics and other enterprise segments, highlighting ongoing addressable-market opportunities outside the COBOL/mainframe niche. Healthcare Financial Analytics Industry Report
• Positive Sentiment: Brokerage consensus remains skewed positive overall (consensus “Moderate Buy” in some summaries), meaning some analysts still see upside relative to current depressed prices. Consensus Recommendation
• Neutral Sentiment: Market context: the drop in IBM shares coincides with broader tech/software volatility and a rotation to defensive sectors — some commentators view deeper pullbacks as buying opportunities for select tech names. (Market commentary — no direct company action.)
• Neutral Sentiment: Analyst coverage and price targets remain mixed: several firms maintain buy/outperform views and high targets while at least one firm (UBS) is bearish, reflecting divergent views on IBM’s ability to defend legacy revenue vs. AI-driven growth. QuiverQuant Coverage
• Negative Sentiment: Anthropic’s Claude Code adding COBOL/legacy-code capabilities is the immediate catalyst: investors fear automation will reduce demand for costly, consultant-led COBOL modernization services that have supported IBM’s mainframe ecosystem. IBM’s stock heads for worst month in 34 years
• Negative Sentiment: News coverage reports a sharp intraday market cap loss and the steepest one-day decline in decades after Anthropic’s launch, amplifying panic selling and momentum pressure. Forbes: IBM Shares Plummet 13%
• Negative Sentiment: Mainstream outlets note the threat specifically to COBOL/mainframe work — a meaningful revenue niche for IBM — which increases near-term uncertainty about consulting and infrastructure services. CNBC: IBM is the latest AI casualty
• Negative Sentiment: Regional press highlights direct risk to IBM’s mainframe business from automated modernization tools, which could pressure services revenue and long-term margins if adoption is rapid. Financial Post: IBM shares plunge

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.