Keybank National Association OH Sells 1,737 Shares of International Business Machines Corporation $IBM

Keybank National Association OH lessened its position in shares of International Business Machines Corporation (NYSE:IBM) by 0.7% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 231,731 shares of the technology company’s stock after selling 1,737 shares during the period. Keybank National Association OH’s holdings in International Business Machines were worth $65,385,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently made changes to their positions in IBM. MWA Asset Management increased its stake in shares of International Business Machines by 5.0% during the third quarter. MWA Asset Management now owns 6,514 shares of the technology company’s stock worth $1,838,000 after purchasing an additional 310 shares during the period. Howard Capital Management Inc. grew its holdings in International Business Machines by 5.2% in the 3rd quarter. Howard Capital Management Inc. now owns 6,758 shares of the technology company’s stock valued at $1,907,000 after buying an additional 333 shares in the last quarter. Berman McAleer LLC bought a new position in International Business Machines during the 3rd quarter worth $1,355,000. Private Wealth Partners LLC lifted its holdings in shares of International Business Machines by 4.3% during the third quarter. Private Wealth Partners LLC now owns 2,760 shares of the technology company’s stock worth $779,000 after buying an additional 113 shares in the last quarter. Finally, National Pension Service boosted its position in shares of International Business Machines by 2.9% in the third quarter. National Pension Service now owns 2,241,113 shares of the technology company’s stock valued at $632,352,000 after acquiring an additional 63,087 shares during the period. Institutional investors and hedge funds own 58.96% of the company’s stock.

Insider Transactions at International Business Machines

In related news, Director David N. Farr acquired 1,000 shares of the company’s stock in a transaction that occurred on Friday, January 30th. The stock was acquired at an average price of $304.00 per share, with a total value of $304,000.00. Following the purchase, the director directly owned 9,258 shares in the company, valued at approximately $2,814,432. This trade represents a 12.11% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. 0.18% of the stock is currently owned by corporate insiders.

Analysts Set New Price Targets

A number of equities analysts recently commented on IBM shares. BMO Capital Markets reaffirmed a “market perform” rating and set a $350.00 price target on shares of International Business Machines in a research report on Thursday. Bank of America raised their target price on shares of International Business Machines from $315.00 to $335.00 and gave the stock a “buy” rating in a report on Tuesday, January 13th. Evercore ISI boosted their price target on International Business Machines from $330.00 to $345.00 and gave the company an “outperform” rating in a research note on Thursday. Oppenheimer set a $380.00 price objective on International Business Machines and gave the stock an “outperform” rating in a research note on Thursday. Finally, Sanford C. Bernstein reiterated a “market perform” rating on shares of International Business Machines in a research report on Wednesday, December 10th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, International Business Machines presently has an average rating of “Moderate Buy” and an average price target of $330.07.

International Business Machines Trading Down 0.9%

Shares of IBM stock opened at $306.48 on Friday. International Business Machines Corporation has a fifty-two week low of $214.50 and a fifty-two week high of $324.90. The stock’s fifty day moving average price is $302.85 and its two-hundred day moving average price is $283.14. The company has a debt-to-equity ratio of 1.67, a quick ratio of 0.89 and a current ratio of 0.96. The company has a market cap of $286.48 billion, a PE ratio of 27.49, a P/E/G ratio of 2.99 and a beta of 0.70.

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

International Business Machines Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Tuesday, February 10th will be issued a dividend of $1.68 per share. The ex-dividend date of this dividend is Tuesday, February 10th. This represents a $6.72 annualized dividend and a dividend yield of 2.2%. International Business Machines’s payout ratio is 60.27%.

Key Headlines Impacting International Business Machines

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

• Positive Sentiment: Q4 beat and upgraded 2026 revenue outlook — IBM reported better‑than‑expected Q4 EPS and revenue, highlighted strong software and AI (watsonx/Red Hat) momentum, and gave FY‑2026 revenue guidance above Street consensus. These fundamentals are the primary driver of recent upside interest. IBM Q4 Earnings Surpass Estimates
• Positive Sentiment: AI & software growth narrative strengthened — Management said AI‑related revenue and software growth powered the quarter (software +14%, infrastructure +21%), and IBM is positioning with its Confluent acquisition to expand data streaming for AI workloads — a strategic tailwind for valuation. Analysis Of IBM’s Confluent Acquisition
• Positive Sentiment: Analyst upgrades and higher targets — Multiple firms lifted price targets and reiterated buy/outperform views after the quarter (Evercore to $345 outperf; JPMorgan raised its target). Upgrades add buying pressure and validate management’s AI story. Evercore Raises Target JPMorgan Raises IBM Target
• Positive Sentiment: Shareholder returns intact — IBM declared its quarterly dividend ($1.68 per share), supporting income investors and signaling confidence in cash flow. (Ex‑dividend date noted in company disclosures.)
• Positive Sentiment: Board addition brings operating experience — IBM elected Ramon L. Laguarta (former PepsiCo CEO) to the board, adding consumer‑sector and global ops expertise that investors often view as governance strength. IBM Elects Ramon L. Laguarta
• Neutral Sentiment: Large bond sale draws attention to funding and leverage — IBM has launched multi‑part bond offerings (euro and dollar) to fund deals and operations; investors are parsing issuance size, yields and the impact on balance‑sheet leverage. This is a funding update rather than an earnings surprise, so impact is mixed. IBM Bond Sale Puts Fresh Funding And Valuation In Investor Focus
• Negative Sentiment: Bearish/critical takes remain — Some analysts and commentaries highlight risks (execution, macro sensitivity, or areas of weakness) and published critical pieces framing cautionary scenarios that can pressure sentiment after initial euphoria. IBM: Limping Into 2026

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.