International Business Machines (NYSE:IBM) Shares Acquired Rep. David Taylor

Representative David Taylor (R-Ohio) recently bought shares of International Business Machines Corporation (NYSE:IBM). In a filing disclosed on January 21st, the Representative disclosed that they had bought between $15,001 and $50,000 in International Business Machines stock on January 8th. The trade occurred in the Representative’s “DAVID TAYLOR TRUST > SARDINIA READY MIX 401(K) – DAVE” account.

Representative David Taylor also recently made the following trade(s):

• Purchased $1,001 – $15,000 in shares of Procter & Gamble (NYSE:PG) on 1/9/2026.
• Purchased $1,001 – $15,000 in shares of Microsoft (NASDAQ:MSFT) on 1/8/2026.
• Purchased $1,001 – $15,000 in shares of International Business Machines (NYSE:IBM) on 1/8/2026.
• Sold $15,001 – $50,000 in shares of Lam Research (NASDAQ:LRCX) on 1/8/2026.
• Sold $1,001 – $15,000 in shares of Broadcom (NASDAQ:AVGO) on 1/8/2026.
• Purchased $1,001 – $15,000 in shares of Home Depot (NYSE:HD) on 12/10/2025.
• Sold $1,001 – $15,000 in shares of Eli Lilly and Company (NYSE:LLY) on 12/10/2025.
• Purchased $1,001 – $15,000 in shares of Eaton (NYSE:ETN) on 12/10/2025.
• Sold $1,001 – $15,000 in shares of Amgen (NASDAQ:AMGN) on 12/3/2025.
• Purchased $1,001 – $15,000 in shares of Visa (NYSE:V) on 12/3/2025.

International Business Machines Price Performance

International Business Machines stock opened at $294.61 on Friday. The stock has a market capitalization of $275.38 billion, a price-to-earnings ratio of 35.24, a PEG ratio of 2.88 and a beta of 0.70. International Business Machines Corporation has a 52-week low of $214.50 and a 52-week high of $324.90. 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 price is $302.39 and its two-hundred day moving average price is $282.69.

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

Analyst Upgrades and Downgrades

Several equities research analysts have weighed in on the stock. 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 price target for the company. Evercore ISI increased their price objective on shares of International Business Machines from $315.00 to $330.00 and gave the stock an “outperform” rating in a research report on Tuesday. Royal Bank Of Canada boosted their target price on International Business Machines from $300.00 to $350.00 and gave the company an “outperform” rating in a research report on Monday, January 5th. BMO Capital Markets upped their price target on International Business Machines from $300.00 to $305.00 and gave the stock a “market perform” rating in a research note on Thursday, October 23rd. Finally, Stifel Nicolaus increased their price target on International Business Machines from $295.00 to $325.00 and gave the stock a “buy” rating in a report on Tuesday, December 9th. One research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, International Business Machines currently has an average rating of “Moderate Buy” and an average price target of $306.86.

Key International Business Machines News

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

• Positive Sentiment: Researchers at IBM (with Ansys and DARPA support) unveiled a new machine‑learning model aimed at optimizing next‑generation chip design — a potential long‑term differentiator for IBM’s hardware and AI stack. Why IBM’s New Machine-Learning Model Is a Big Deal for Next-Generation Chips
• Positive Sentiment: Jefferies expects IBM’s software growth to reaccelerate in 2026 and reiterated a Buy rating — a catalyst for upside if Q4 results show durable software momentum. IBM software growth seen reaccelerating ahead of earnings: Jefferies
• Positive Sentiment: Analysts highlight consulting and WatsonX-driven software tailwinds (including benefits from the Confluent deal and Microsoft partnership) that could lift Q4 revenue and margins. Will Healthy Consulting Revenue Growth Benefit IBM’s Q4 Earnings?
• Positive Sentiment: Evercore raised its price target to $330 and added IBM to a tactical outperform list, signaling continued analyst confidence that could support the stock on a strong print. Evercore ISI raises IBM price target to $330
• Neutral Sentiment: Pre‑earnings pieces advise investors to weigh IBM’s AI/cloud momentum against its premium valuation — guidance and execution on Jan. 28 will likely drive the next meaningful move. Should You ‘Buy’ or ‘Sell’ IBM Stock Ahead of Q4 Earnings?
• Neutral Sentiment: JPMorgan raised its price target to $312 but kept a neutral rating — an acknowledgement of upside but also of limited near‑term conviction from a major bank. JPMorgan raises price target to $312
• Neutral Sentiment: Multiple outlets are flagging Jan. 28 as the key event (earnings/guidance) that will re‑rate IBM; calendar risk is keeping some traders on the sidelines. Dear IBM Stock Fans, Mark Your Calendars for January 28
• Negative Sentiment: Despite analyst target raises, the stock has pulled back as some investors lock in gains ahead of earnings — coverage pieces note the slide and short‑term volatility. IBM Stock: Slides Even as Analysts Raise Targets Ahead of Earnings
• Negative Sentiment: Analysts warn that IBM’s premium valuation and stiff competition in AI/cloud could cap upside if growth or guidance disappoints — a reminder that beat/miss on Jan. 28 matters a lot. IBM Q4 Earnings Loom: Buy, Sell or Hold the Stock Ahead of Results?

Hedge Funds Weigh In On International Business Machines

A number of hedge funds and other institutional investors have recently modified their holdings of the business. Family CFO Inc bought a new position in International Business Machines in the 2nd quarter valued at $25,000. Winnow Wealth LLC purchased a new position in shares of International Business Machines in the 2nd quarter worth about $27,000. Mountain Hill Investment Partners Corp. bought a new position in International Business Machines during the third quarter valued at about $28,000. SWAN Capital LLC bought a new position in International Business Machines during the third quarter valued at about $28,000. Finally, Highline Wealth Partners LLC increased its holdings in International Business Machines by 85.0% during the second quarter. Highline Wealth Partners LLC now owns 111 shares of the technology company’s stock worth $33,000 after buying an additional 51 shares during the last quarter. Hedge funds and other institutional investors own 58.96% of the company’s stock.

About Representative Taylor

David Taylor (Republican Party) is a member of the U.S. House, representing Ohio’s 2nd Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Taylor (Republican Party) ran for election to the U.S. House to represent Ohio’s 2nd Congressional District. He won in the general election on November 5, 2024.

David Taylor graduated from Amelia High School. Taylor earned degrees from Miami University (Ohio) and the University of Dayton School of Law. Taylor’s career experience includes working as an attorney and as a businessman at Sardinia Ready Mix, Inc.

About International Business Machines

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.