Callan Family Office LLC Sells 1,763 Shares of International Business Machines Corporation $IBM

Callan Family Office LLC lowered its holdings in International Business Machines Corporation (NYSE:IBM) by 10.4% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 15,155 shares of the technology company’s stock after selling 1,763 shares during the period. Callan Family Office LLC’s holdings in International Business Machines were worth $4,276,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently modified their holdings of the company. Norges Bank bought a new position in shares of International Business Machines in the 2nd quarter worth $2,011,122,000. Vanguard Group Inc. grew its position in International Business Machines by 2.1% in the second quarter. Vanguard Group Inc. now owns 95,051,475 shares of the technology company’s stock worth $28,019,274,000 after acquiring an additional 1,913,708 shares in the last quarter. Laurel Wealth Advisors LLC increased its stake 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. VIRGINIA RETIREMENT SYSTEMS ET Al purchased a new stake in International Business Machines during the second quarter valued at about $133,771,000. Finally, Franklin Resources Inc. raised its position in International Business Machines by 45.8% during the second quarter. Franklin Resources Inc. now owns 1,313,241 shares of the technology company’s stock valued at $387,118,000 after purchasing an additional 412,574 shares in the last quarter. Hedge funds and other institutional investors own 58.96% of the company’s stock.

International Business Machines Price Performance

Shares of International Business Machines stock opened at $294.73 on Wednesday. The company’s fifty day simple moving average is $302.86 and its two-hundred day simple moving average is $283.45. International Business Machines Corporation has a 12-month low of $214.50 and a 12-month high of $324.90. The firm has a market cap of $275.49 billion, a PE ratio of 26.43, a price-to-earnings-growth ratio of 3.16 and a beta of 0.69. The company has a quick ratio of 0.92, a current ratio of 0.96 and a debt-to-equity ratio of 1.67.

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

International Business Machines Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 10th will be given a $1.68 dividend. This represents a $6.72 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date is Tuesday, February 10th. International Business Machines’s dividend payout ratio (DPR) is currently 60.27%.

Insider Activity

In other International Business Machines news, Director David N. Farr bought 1,000 shares of the firm’s stock in a transaction that occurred on Friday, January 30th. The stock was bought at an average price of $304.00 per share, for a total transaction of $304,000.00. Following the completion of the acquisition, the director directly owned 9,258 shares in the company, valued at $2,814,432. The trade was a 12.11% increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is available at this hyperlink. Company insiders own 0.18% of the company’s stock.

Analysts Set New Price Targets

IBM has been the topic of several recent research reports. Dbs Bank upgraded International Business Machines from a “hold” rating to a “moderate buy” rating in a research report on Monday, January 19th. Argus set a $360.00 target price on International Business Machines in a research note on Friday. Wedbush lifted their price target on shares of International Business Machines from $325.00 to $340.00 and gave the stock an “outperform” rating in a research note on Thursday, January 29th. Oppenheimer set a $380.00 price objective on shares of International Business Machines and gave the company an “outperform” rating in a research note on Thursday, January 29th. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of International Business Machines in a report on Thursday, January 22nd. One 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 issued a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $330.07.

Trending Headlines about International Business Machines

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

• Positive Sentiment: Q4 beat and upbeat outlook prompted analyst raises and ETF interest, supporting near-term demand for IBM shares. ETFs to Watch as IBM Shares Jump Following Q4 Earnings Beat
• Positive Sentiment: Several firms (Bernstein, Stifel and others) raised price targets after the quarter, indicating continued analyst conviction despite differing target levels. Bernstein and Stifel Lift IBM Price Targets After Q4 Results
• Positive Sentiment: Company push into enterprise AI and software is being highlighted as a durable growth driver, including board additions that strengthen go-to-market/enterprise relationships. IBM Deepens Enterprise AI Push As Board Adds PepsiCo Chief
• Positive Sentiment: Coverage pieces argue IBM’s software mix is reframing its market story and supporting higher-margin growth potential, a multi-quarter thematic tailwind. How Software Reframed IBM’s Market Story in 2026
• Positive Sentiment: Large federal and defense contracts (including a UK defence modernization deal) add recurring, high-margin revenue visibility and de-risk longer-term growth. Can IBM’s Lucrative Federal Contracts Boost Its Future Growth?
• Neutral Sentiment: Valuation is a mixed signal: some analysts raise targets while others (and valuation studies) say upside is already priced in — creating divergent views that increase volatility. Assessing IBM (IBM) Valuation After Recent Share Price Strength And Mixed Fair Value Signals
• Neutral Sentiment: Interest from funds and institutional moves are notable (mixed additions and trims), which can amplify intraday swings but don’t yet signal a directional change in fundamentals. $IBM stock is up 2% today. Here’s what we see in our data.
• Neutral Sentiment: Longer-term initiatives (quantum computing pilot projects, international revenue trends) are constructive but represent multi-year upside rather than near-term catalysts. Quantum Computing News: How Defense, IBM, and Wall Street Are Testing Real World Use
• Negative Sentiment: Some analysts and coverage explicitly warn the stock is approaching full valuation despite the beat, and at least one firm maintains a low target — a reason for profit-taking and the pullback today. Bernstein raises International Business Machines (IBM) target but flags full valuation after Q4 beat

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.