Rep. David Taylor Purchases Shares of International Business Machines Corporation (NYSE:IBM)

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 $1,001 and $15,000 in International Business Machines stock on January 8th. The trade occurred in the Representative’s “DAVID TAYLOR TRUST > SCHWAB JOINT BROKERAGE #1 (HOME GROWN)” 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.
• Sold $15,001 – $50,000 in shares of Lam Research (NASDAQ:LRCX) on 1/8/2026.
• Purchased $15,001 – $50,000 in shares of International Business Machines (NYSE:IBM) 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 Stock Performance

NYSE:IBM opened at $294.61 on Friday. The company has a current ratio of 0.93, a quick ratio of 0.89 and a debt-to-equity ratio of 1.97. The company has a market capitalization of $275.38 billion, a P/E ratio of 35.24, a price-to-earnings-growth ratio of 2.88 and a beta of 0.70. The firm has a 50-day moving average price of $302.39 and a two-hundred day moving average price of $282.69. 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, October 22nd. The technology company reported $2.65 EPS for the quarter, beating the consensus estimate of $2.45 by $0.20. International Business Machines had a net margin of 12.09% and a return on equity of 37.76%. The business had revenue of $16.33 billion for the quarter, compared to analyst estimates of $16.10 billion. During the same period in the prior year, the business earned $2.30 earnings per share. The company’s quarterly revenue was up 9.1% on a year-over-year basis. As a group, research analysts expect that International Business Machines Corporation will post 10.78 earnings per share for the current fiscal year.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently modified their holdings of IBM. Norges Bank purchased a new position in International Business Machines during the second quarter worth approximately $2,011,122,000. Capital World Investors increased its holdings in shares of International Business Machines by 13.9% during the 3rd quarter. Capital World Investors now owns 17,045,156 shares of the technology company’s stock worth $4,809,461,000 after buying an additional 2,077,506 shares during the last quarter. Vanguard Group Inc. raised its position 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 worth $28,019,274,000 after buying an additional 1,913,708 shares during the period. Laurel Wealth Advisors LLC boosted its holdings in International Business Machines by 27,928.2% in the second quarter. Laurel Wealth Advisors LLC now owns 1,903,116 shares of the technology company’s stock valued at $561,001,000 after acquiring an additional 1,896,326 shares during the last quarter. Finally, First Trust Advisors LP grew its position in International Business Machines by 39.6% during the third quarter. First Trust Advisors LP now owns 3,052,880 shares of the technology company’s stock valued at $861,401,000 after acquiring an additional 865,253 shares during the period. Institutional investors and hedge funds own 58.96% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities research analysts recently issued reports on IBM shares. UBS Group reaffirmed a “sell” rating on shares of International Business Machines in a research note on Tuesday, December 9th. Bank of America upped their price objective on International Business Machines from $315.00 to $335.00 and gave the company a “buy” rating in a research report on Tuesday, January 13th. Wall Street Zen lowered International Business Machines from a “buy” rating to a “hold” rating in a research note on Sunday, January 11th. Weiss Ratings raised shares of International Business Machines from a “hold (c+)” rating to a “buy (b)” rating in a research note on Saturday, October 25th. Finally, Sanford C. Bernstein reaffirmed a “market perform” rating on shares of International Business Machines in a research note on Wednesday, December 10th. One research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus target price 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?

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.

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.