International Business Machines Corporation $IBM Position Lessened by Oppenheimer Asset Management Inc.

Oppenheimer Asset Management Inc. lowered its position in International Business Machines Corporation (NYSE:IBM) by 7.6% during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 78,742 shares of the technology company’s stock after selling 6,458 shares during the quarter. Oppenheimer Asset Management Inc.’s holdings in International Business Machines were worth $22,218,000 at the end of the most recent quarter.

Several other institutional investors have also made changes to their positions in IBM. New York Life Investment Management LLC grew its stake in shares of International Business Machines by 7.1% in the 3rd quarter. New York Life Investment Management LLC now owns 136,053 shares of the technology company’s stock valued at $38,389,000 after buying an additional 8,998 shares in the last quarter. Cardinal Point Capital Management ULC grew its position in International Business Machines by 3.1% in the third quarter. Cardinal Point Capital Management ULC now owns 36,671 shares of the technology company’s stock worth $10,347,000 after acquiring an additional 1,108 shares in the last quarter. Sunesis Advisors LLC acquired a new position in shares of International Business Machines during the 3rd quarter worth $261,000. Slagle Financial LLC raised its holdings in shares of International Business Machines by 3.1% during the 3rd quarter. Slagle Financial LLC now owns 14,970 shares of the technology company’s stock valued at $4,224,000 after purchasing an additional 451 shares in the last quarter. Finally, RFG Advisory LLC lifted its stake in shares of International Business Machines by 52.5% in the 3rd quarter. RFG Advisory LLC now owns 31,739 shares of the technology company’s stock valued at $8,956,000 after purchasing an additional 10,923 shares during the last quarter. 58.96% of the stock is currently owned by institutional investors and hedge funds.

International Business Machines Stock Performance

NYSE IBM opened at $299.09 on Monday. The company’s fifty day moving average is $302.10 and its two-hundred day moving average is $283.65. 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 1.67, a current ratio of 0.96 and a quick ratio of 0.92. The firm has a market capitalization of $279.57 billion, a price-to-earnings ratio of 26.82, a P/E/G ratio of 3.00 and a beta of 0.69.

International Business Machines (NYSE:IBM) last released its earnings results on Wednesday, January 28th. The technology company reported $4.52 earnings per share for the quarter, beating the consensus estimate of $4.33 by $0.19. International Business Machines had a net margin of 15.69% and a return on equity of 38.15%. The business had revenue of $19.69 billion during the quarter, compared to analysts’ expectations of $19.23 billion. During the same quarter last year, the company earned $3.92 earnings per share. The firm’s revenue was up 12.2% on a year-over-year basis. 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 disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 10th will be given a dividend of $1.68 per share. The ex-dividend date is Tuesday, February 10th. This represents a $6.72 dividend on an annualized basis and a dividend yield of 2.2%. International Business Machines’s payout ratio is currently 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 Activity at International Business Machines

In other news, Director David N. Farr bought 1,000 shares of International Business Machines stock in a transaction that occurred on Friday, January 30th. The stock was purchased at an average cost of $304.00 per share, with a total value of $304,000.00. Following the completion of the transaction, the director directly owned 9,258 shares in the company, valued at $2,814,432. This trade represents a 12.11% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 0.18% of the company’s stock.

Analyst Ratings Changes

Several analysts have recently issued reports on IBM shares. Dbs Bank upgraded International Business Machines from a “hold” rating to a “moderate buy” rating in a research note on Monday, January 19th. Bank of America upped their target price on International Business Machines from $315.00 to $335.00 and gave the stock a “buy” rating in a research report on Tuesday, January 13th. Wall Street Zen lowered shares of International Business Machines from a “buy” rating to a “hold” rating in a research report on Sunday, January 11th. Sanford C. Bernstein restated a “market perform” rating on shares of International Business Machines in a research note on Wednesday, December 10th. Finally, UBS Group set a $317.00 target price on shares of International Business Machines in a research note on Thursday, January 29th. One 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 given a Sell rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average price target of $330.07.

International Business Machines 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.