International Business Machines Corporation $IBM Stock: MADDEN SECURITIES Corp Decreases Stake

MADDEN SECURITIES Corp decreased its holdings in International Business Machines Corporation (NYSE:IBM) by 18.7% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 10,790 shares of the technology company’s stock after selling 2,475 shares during the quarter. MADDEN SECURITIES Corp’s holdings in International Business Machines were worth $2,373,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also added to or reduced their stakes in the company. Assetmark Inc. increased its stake in International Business Machines by 24.8% during the 1st quarter. Assetmark Inc. now owns 64,458 shares of the technology company’s stock valued at $15,624,000 after purchasing an additional 12,791 shares in the last quarter. Flputnam Investment Management Co. bought a new position in shares of International Business Machines during the second quarter valued at $15,237,000. Beacon Investment Advisory Services Inc. lifted its holdings in shares of International Business Machines by 939.4% during the second quarter. Beacon Investment Advisory Services Inc. now owns 30,495 shares of the technology company’s stock valued at $8,575,000 after purchasing an additional 27,561 shares in the last quarter. St. Louis Financial Planners Asset Management LLC lifted its holdings in shares of International Business Machines by 34.6% during the second quarter. St. Louis Financial Planners Asset Management LLC now owns 14,234 shares of the technology company’s stock valued at $4,121,000 after purchasing an additional 3,659 shares in the last quarter. Finally, Evercore Wealth Management LLC boosted its position in shares of International Business Machines by 9.0% during the first quarter. Evercore Wealth Management LLC now owns 62,801 shares of the technology company’s stock valued at $15,222,000 after buying an additional 5,196 shares during the last quarter. 58.96% of the stock is owned by hedge funds and other institutional investors.

International Business Machines Price Performance

IBM stock opened at $250.19 on Wednesday. International Business Machines Corporation has a fifty-two week low of $199.19 and a fifty-two week high of $332.46. The business’s 50-day moving average is $233.86 and its two-hundred day moving average is $250.68.

International Business Machines (NYSE:IBM) last released its quarterly 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 firm had revenue of $17.10 billion for the quarter, compared to the consensus estimate of $16.82 billion. The company’s revenue for the quarter was up 4.7% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $2.65 earnings per share. Equities research analysts forecast that International Business Machines Corporation will post 12.41 earnings per share for the current fiscal year.

International Business Machines Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Investors of record on Tuesday, November 10th will be issued a $1.69 dividend. The ex-dividend date of this dividend is Tuesday, November 10th. This represents a $6.76 dividend on an annualized basis and a dividend yield of 2.7%.

Analyst Ratings Changes

IBM has been the subject of several research analyst reports. Evercore reduced their price objective on International Business Machines from $310.00 to $250.00 and set an “outperform” rating for the company in a report on Thursday, July 16th. Royal Bank Of Canada reissued an “outperform” rating and issued a $270.00 target price on shares of International Business Machines in a research report on Thursday, October 22nd. Wall Street Zen upgraded shares of International Business Machines from a “sell” rating to a “hold” rating in a research note on Saturday. Citigroup raised their price target on shares of International Business Machines from $245.00 to $280.00 and gave the company a “buy” rating in a report on Thursday, October 22nd. Finally, Citic Securities raised their price target on shares of International Business Machines from $294.00 to $297.00 and gave the company a “buy” rating in a report on Wednesday, July 29th. Twenty research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat.com, International Business Machines currently has an average rating of “Moderate Buy” and an average price target of $266.12.

Insider Activity

In other news, SVP Robert Thomas sold 25,000 shares of the firm’s 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 transaction, the senior vice president owned 47,800 shares of the company’s stock, valued at $11,009,296. This trade represents a 34.34% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.27% of the stock is currently owned by insiders.

International Business Machines News Roundup

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

• Positive Sentiment: IBM expects free cash flow to increase by more than $1 billion in 2026, a potentially important catalyst for dividends, debt reduction, and shareholder returns. A $1 Billion Reason to Consider Buying the IBM Stock Dip
• Positive Sentiment: IBM introduced identity, access-control, and monitoring capabilities for enterprise AI agents. The offering addresses growing concerns about security, accountability, and governance as companies deploy autonomous software, potentially strengthening IBM’s hybrid-cloud and enterprise-AI positioning. IBM Introduces Identity and Control for AI Agents
• Positive Sentiment: Analysts and commentators continue to identify IBM’s quantum-computing research as a potential longer-term growth catalyst, while its software business and hybrid-cloud strategy provide the current operating foundation. IBM Continues to Plug Along, but Its Quantum Computing Bet Could Be the Real Catalyst
• Neutral Sentiment: IBM HashiCorp’s Terraform Self-Managed platform was validated for interoperability with Cohesity Data Cloud, improving cloud-application recovery after cyberattacks. The announcement supports IBM’s ecosystem but did not disclose a material financial commitment. Cohesity Data Cloud and IBM Terraform Interoperability
• Neutral Sentiment: IBM is listed among vendors serving the projected 20.2% compound-growth market for AI-driven drug-safety platforms, but the report does not announce a new IBM contract or revenue forecast. AI-Driven Drug Safety and Pharmacovigilance Platforms Market Report
• Negative Sentiment: IBM underperformed its competitors during the latest session, reflecting weaker relative investor demand despite its AI-related announcements. IBM Stock Underperforms Competitors
• Negative Sentiment: Susquehanna maintained a “Hold” rating, suggesting limited conviction that IBM’s current valuation and growth profile justify more bullish positioning. Susquehanna Remains a Hold on IBM

International Business Machines Profile

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.