Birmingham Capital Management Co. Inc. AL Has $5.34 Million Stock Position in International Business Machines Corporation $IBM

Birmingham Capital Management Co. Inc. AL lowered its position in International Business Machines Corporation (NYSE:IBM) by 9.9% during the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 18,925 shares of the technology company’s stock after selling 2,089 shares during the period. International Business Machines accounts for about 2.5% of Birmingham Capital Management Co. Inc. AL’s holdings, making the stock its 13th biggest position. Birmingham Capital Management Co. Inc. AL’s holdings in International Business Machines were worth $5,340,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Winnow Wealth LLC bought a new stake in shares of International Business Machines during the second quarter worth about $27,000. Mountain Hill Investment Partners Corp. acquired a new position in International Business Machines during the 3rd quarter valued at about $28,000. Trifecta Capital Advisors LLC increased its holdings in International Business Machines by 129.1% during the 3rd quarter. Trifecta Capital Advisors LLC now owns 126 shares of the technology company’s stock worth $36,000 after purchasing an additional 71 shares in the last quarter. Copia Wealth Management raised its stake in shares of International Business Machines by 57.6% in the second quarter. Copia Wealth Management now owns 134 shares of the technology company’s stock worth $40,000 after purchasing an additional 49 shares during the last quarter. Finally, Legacy Wealth Managment LLC ID lifted its holdings in shares of International Business Machines by 48.5% in the second quarter. Legacy Wealth Managment LLC ID now owns 147 shares of the technology company’s stock valued at $43,000 after purchasing an additional 48 shares in the last quarter. Institutional investors own 58.96% of the company’s stock.

Analyst Ratings Changes

Several equities research analysts recently issued reports on IBM shares. Jefferies Financial Group upped their price target on International Business Machines from $360.00 to $370.00 and gave the stock a “buy” rating in a report on Thursday, January 29th. Weiss Ratings reiterated a “buy (b)” rating on shares of International Business Machines in a research note on Thursday, January 22nd. Evercore raised their price target on shares of International Business Machines from $330.00 to $345.00 and gave the company an “outperform” rating in a research report on Thursday, January 29th. Wedbush upped their price objective on shares of International Business Machines from $325.00 to $340.00 and gave the stock an “outperform” rating in a research report on Thursday, January 29th. Finally, Erste Group Bank raised shares of International Business Machines from a “hold” rating to a “buy” rating in a research report on Friday, December 5th. One analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $330.07.

International Business Machines Price Performance

International Business Machines stock opened at $299.09 on Friday. The firm has a market capitalization of $279.57 billion, a P/E ratio of 26.82, a PEG ratio of 2.91 and a beta of 0.69. International Business Machines Corporation has a one year low of $214.50 and a one year high of $324.90. The company has a debt-to-equity ratio of 1.67, a current ratio of 0.96 and a quick ratio of 0.92. The business has a fifty day moving average price of $302.10 and a 200-day moving average price of $283.63.

International Business Machines (NYSE:IBM) last released its quarterly earnings results on Wednesday, January 28th. The technology company reported $4.52 EPS for the quarter, beating analysts’ consensus estimates of $4.33 by $0.19. The firm had revenue of $19.69 billion during the quarter, compared to analyst estimates of $19.23 billion. International Business Machines had a net margin of 15.69% and a return on equity of 38.15%. The business’s revenue for the quarter was up 12.2% on a year-over-year basis. During the same period in the previous year, the business earned $3.92 EPS. As a group, equities research analysts forecast that International Business Machines Corporation will post 10.78 EPS for the current year.

International Business Machines Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Tuesday, February 10th will be given a $1.68 dividend. The ex-dividend date is Tuesday, February 10th. This represents a $6.72 dividend on an annualized basis and a yield of 2.2%. International Business Machines’s payout ratio is presently 60.27%.

Key Stories Impacting International Business Machines

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

• Positive Sentiment: IBM won a role on the Missile Defense Agency’s SHIELD program — an IDIQ contract framework with a $151 billion ceiling — reinforcing its government/defense pipeline and validating IBM’s AI and systems capabilities for large, long-duration contracts. IBM to Support Missile Defense Agency SHIELD Contract
• Positive Sentiment: IBM added PepsiCo’s CEO to its board, signaling strengthened governance and bringing a consumer-industry perspective that can support IBM’s go-to-market and valuation narrative as it pushes AI offerings. IBM Adds PepsiCo CEO To Board As AI And Valuation Story Evolves
• Positive Sentiment: High-profile endorsement: Jim Cramer publicly praised IBM’s CEO, which can lift retail and momentum sentiment in the near term. My Hat’s Off to International Business Machines (IBM) CEO, Says Jim Cramer
• Positive Sentiment: Several bullish write-ups and investor-focused pieces outline a constructive case for IBM’s AI and hybrid-cloud-driven earnings upside, supporting buy-side interest. International Business Machines Corporation (IBM): A Bull Case Theory
• Neutral Sentiment: Missouri AG and IBM reached a settlement in a discrimination lawsuit — this removes litigation uncertainty but the story’s financial impact appears limited/contained based on available reporting. Missouri attorney general’s office and IBM reach settlement in discrimination lawsuit
• Neutral Sentiment: Coverage notes that IBM is navigating market headwinds even as it advances its AI push — a reminder of mixed macro/sector pressures versus the company’s strategic progress. IBM Shares Navigate Market Headwinds Amid AI Push
• Neutral Sentiment: A sector piece on quantum-computing outlooks highlights other players (e.g., IONQ) as quantum growth cools; quantum remains a long-term theme but is not an immediate revenue driver for IBM. Quantum Computing 2026 Outlook: 2 Stocks for Long-Term Upside
• Negative Sentiment: Technicals: some coverage flags IBM falling below its 100-day moving average, which can prompt short-term selling or caution among momentum/technical traders. As IBM Stock Breaks Below Its 100-Day Moving Average, Should You Buy the Dip?

Insider Transactions at International Business Machines

In other International Business Machines news, Director David N. Farr acquired 1,000 shares of the stock in a transaction dated Friday, January 30th. The stock was purchased at an average cost of $304.00 per share, for a total transaction of $304,000.00. Following the acquisition, the director owned 9,258 shares in the company, valued at $2,814,432. The trade was a 12.11% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is available at this link. 0.18% of the stock is currently owned by corporate insiders.

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.