Rep. Julie Johnson Sells Off Shares of International Business Machines Corporation (NYSE:IBM)

Representative Julie Johnson (D-Texas) recently sold shares of International Business Machines Corporation (NYSE:IBM). In a filing disclosed on December 11th, the Representative disclosed that they had sold between $1,001 and $15,000 in International Business Machines stock on November 13th. The trade occurred in the Representative’s “CHASE BROKERAGE ACCOUNT (3935)” account.

Representative Julie Johnson also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Charles Schwab (NYSE:SCHW) on 11/13/2025.
• Sold $1,001 – $15,000 in shares of UnitedHealth Group (NYSE:UNH) on 11/13/2025.
• Sold $1,001 – $15,000 in shares of Cigna Group (NYSE:CI) on 11/13/2025.
• Sold $1,001 – $15,000 in shares of Xcel Energy (NASDAQ:XEL) on 11/13/2025.
• Sold $1,001 – $15,000 in shares of Capital One Financial (NYSE:COF) on 11/13/2025.
• Sold $1,001 – $15,000 in shares of Walmart (NASDAQ:WMT) on 11/13/2025.
• Sold $1,001 – $15,000 in shares of Seagate Technology (NASDAQ:STX) on 11/13/2025.
• Sold $1,001 – $15,000 in shares of Wells Fargo & Company (NYSE:WFC) on 11/13/2025.
• Sold $1,001 – $15,000 in shares of Texas Instruments (NASDAQ:TXN) on 11/13/2025.
• Sold $1,001 – $15,000 in shares of The Goldman Sachs Group (NYSE:GS) on 11/13/2025.

International Business Machines Trading Down 0.5%

Shares of NYSE:IBM opened at $309.33 on Monday. The company has a debt-to-equity ratio of 1.97, a quick ratio of 0.89 and a current ratio of 0.93. The stock’s 50-day moving average is $299.47 and its 200-day moving average is $278.32. The company has a market cap of $289.14 billion, a P/E ratio of 37.00, a P/E/G ratio of 3.08 and a beta of 0.69. International Business Machines Corporation has a 52-week low of $214.50 and a 52-week high of $324.90.

International Business Machines (NYSE:IBM) last posted its quarterly earnings data on Wednesday, October 22nd. The technology company reported $2.65 earnings per share for the quarter, topping the consensus estimate of $2.45 by $0.20. The business had revenue of $16.33 billion during the quarter, compared to analysts’ expectations of $16.10 billion. International Business Machines had a return on equity of 37.76% and a net margin of 12.09%.The firm’s revenue was up 9.1% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $2.30 EPS. Equities research analysts predict that International Business Machines Corporation will post 10.78 earnings per share for the current year.

International Business Machines Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Wednesday, December 10th. Shareholders of record on Monday, November 10th were issued a dividend of $1.68 per share. This represents a $6.72 dividend on an annualized basis and a yield of 2.2%. The ex-dividend date was Monday, November 10th. International Business Machines’s dividend payout ratio is 80.38%.

Institutional Trading of International Business Machines

Several institutional investors have recently made changes to their positions in IBM. Norges Bank bought a new position in shares of International Business Machines during the 2nd quarter worth approximately $2,011,122,000. GQG Partners LLC acquired a new position in International Business Machines during the first quarter worth $1,040,057,000. Capital World Investors lifted its holdings in shares of International Business Machines by 13.9% during the third quarter. Capital World Investors now owns 17,045,156 shares of the technology company’s stock valued at $4,809,461,000 after acquiring an additional 2,077,506 shares during the period. Vanguard Group Inc. boosted its stake in shares of International Business Machines by 2.1% in the 2nd quarter. Vanguard Group Inc. now owns 95,051,475 shares of the technology company’s stock valued at $28,019,274,000 after purchasing an additional 1,913,708 shares in the last quarter. Finally, Laurel Wealth Advisors LLC boosted its stake in shares of International Business Machines by 27,928.2% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 1,903,116 shares of the technology company’s stock valued at $561,001,000 after purchasing an additional 1,896,326 shares in the last quarter. 58.96% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of brokerages have recently commented on IBM. Weiss Ratings upgraded International Business Machines from a “hold (c+)” rating to a “buy (b)” rating in a report on Saturday, October 25th. BMO Capital Markets upped their target price on shares of International Business Machines from $300.00 to $305.00 and gave the company a “market perform” rating in a research note on Thursday, October 23rd. Jefferies Financial Group raised their price target on shares of International Business Machines from $280.00 to $305.00 and gave the stock a “hold” rating in a research report on Tuesday, October 21st. Morgan Stanley dropped their price objective on shares of International Business Machines from $256.00 to $252.00 and set an “equal weight” rating on the stock in a report on Thursday, October 23rd. Finally, Oppenheimer began coverage on shares of International Business Machines in a research note on Friday, November 21st. They issued an “outperform” rating and a $360.00 target price for the company. One investment analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, six have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $293.38.

About Representative Johnson

Julie Johnson (Democratic Party) is a member of the U.S. House, representing Texas’ 32nd Congressional District. She assumed office on January 3, 2025. Her current term ends on January 3, 2027.

Johnson (Democratic Party) ran for election to the U.S. House to represent Texas’ 32nd Congressional District. She won in the general election on November 5, 2024.

Julie Johnson earned a B.A. in history and government from the University of Texas at Austin in 1987 and a J.D. from the University of Houston Law Center in 1991. Johnson’s career experience includes working as an attorney.

About International Business Machines

International Business Machines Corporation, together with its subsidiaries, provides integrated solutions and services worldwide. The company operates through Software, Consulting, Infrastructure, and Financing segments. The Software segment offers a hybrid cloud and AI platforms that allows clients to realize their digital and AI transformations across the applications, data, and environments in which they operate.