International Business Machines Corporation $IBM Shares Purchased by Cypress Wealth Services LLC

Cypress Wealth Services LLC raised its stake in International Business Machines Corporation (NYSE:IBM) by 187.0% during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 5,330 shares of the technology company’s stock after purchasing an additional 3,473 shares during the period. Cypress Wealth Services LLC’s holdings in International Business Machines were worth $1,579,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Brighton Jones LLC grew its position in shares of International Business Machines by 12.4% in the 4th quarter. Brighton Jones LLC now owns 21,011 shares of the technology company’s stock valued at $4,619,000 after buying an additional 2,323 shares during the last quarter. Sivia Capital Partners LLC lifted its position in International Business Machines by 10.6% in the second quarter. Sivia Capital Partners LLC now owns 1,938 shares of the technology company’s stock valued at $571,000 after acquiring an additional 186 shares during the last quarter. Vinva Investment Management Ltd boosted its stake in International Business Machines by 97.9% in the second quarter. Vinva Investment Management Ltd now owns 4,422 shares of the technology company’s stock valued at $1,281,000 after acquiring an additional 2,187 shares in the last quarter. Groupama Asset Managment grew its holdings in shares of International Business Machines by 18.3% during the second quarter. Groupama Asset Managment now owns 6,005 shares of the technology company’s stock worth $1,745,000 after purchasing an additional 930 shares during the last quarter. Finally, Northwestern Mutual Wealth Management Co. grew its holdings in shares of International Business Machines by 13.5% during the second quarter. Northwestern Mutual Wealth Management Co. now owns 107,564 shares of the technology company’s stock worth $31,708,000 after purchasing an additional 12,790 shares during the last quarter. Institutional investors and hedge funds own 58.96% of the company’s stock.

International Business Machines Stock Down 2.2%

IBM opened at $236.36 on Friday. International Business Machines Corporation has a 52 week low of $214.50 and a 52 week high of $324.90. The business has a 50 day moving average price of $265.48 and a two-hundred day moving average price of $284.47. The company has a quick ratio of 0.92, a current ratio of 0.96 and a debt-to-equity ratio of 1.67. The company has a market cap of $221.71 billion, a PE ratio of 21.20, a P/E/G ratio of 2.37 and a beta of 0.73.

International Business Machines (NYSE:IBM) last announced 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. The company had revenue of $19.69 billion for the quarter, compared to the consensus estimate of $19.23 billion. International Business Machines had a return on equity of 38.15% and a net margin of 15.69%.The company’s revenue was up 12.2% on a year-over-year basis. During the same period last year, the business posted $3.92 EPS. As a group, research analysts anticipate that International Business Machines Corporation will post 10.78 EPS for the current year.

International Business Machines Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Tuesday, March 10th. Investors of record on Tuesday, February 10th were given a $1.68 dividend. This represents a $6.72 dividend on an annualized basis and a yield of 2.8%. The ex-dividend date was Tuesday, February 10th. International Business Machines’s dividend payout ratio (DPR) is 60.27%.

International Business Machines News Roundup

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

• Positive Sentiment: Quantum computing milestone may boost long‑term optionality: IBM reported that its quantum computer accurately simulated real magnetic materials (results match national lab data), a technical breakthrough that reinforces IBM’s leadership in quantum‑enabled R&D and potential future revenue streams. IBM Quantum Computer Accurately Simulates Real Magnetic Materials, Reproducing National Laboratory Data
• Positive Sentiment: Watsonx voice AI and agent enhancements could accelerate enterprise adoption: IBM partnered with ElevenLabs to add advanced, multilingual voice capabilities to watsonx Orchestrate and expanded security integrations with CrowdStrike, strengthening product differentiation for AI agents in regulated enterprises. IBM Expands watsonx Capability With Voice AI: Can it Fuel User Growth?
• Positive Sentiment: Open‑source and partner ecosystem moves support platform strategy: IBM contributed the llm-d project to CNCF and was highlighted as a Cloudera partner, signaling commitment to open infrastructure and channel reach that can help enterprise LLM adoption. IBM Pushes Open-Source AI Infrastructure with New llm-d Project
• Neutral Sentiment: Analysts expect continued earnings growth into Q1: Street models see low double‑digit EPS growth for FY2026 Q1, which supports expectations for continued margin expansion if execution holds. What to Expect From International Business Machines Q1 2026 Earnings Report
• Neutral Sentiment: Investor education and narrative pieces revisit IBM’s cloud/AI/consulting mix—useful context but less likely to move price immediately. What does IBM do? Inside its AI, cloud & consulting business
• Negative Sentiment: Workforce reshaping creates short‑term execution and sentiment risk: reports outline simultaneous job cuts and targeted hiring, which can cause investor concern about near‑term disruption and restructuring costs. IBM workforce changes 2026 explained: Why is IBM cutting jobs while planning to hire more?
• Negative Sentiment: Small analyst EPS downgrade and valuation pressure: Erste Group trimmed its FY2027 EPS estimate slightly and maintains a Hold, adding modest near‑term downward pressure when combined with the stock trading below its 50‑ and 200‑day averages. International Business Machines Stock Down 2.2%

Insider Buying and Selling at International Business Machines

In other news, Director Michael Miebach acquired 434 shares of the business’s stock in a transaction on Wednesday, February 25th. The stock was bought at an average price of $233.33 per share, for a total transaction of $101,265.22. Following the transaction, the director owned 434 shares in the company, valued at $101,265.22. This represents a ∞ increase in their ownership of the stock. The purchase was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, Director David N. Farr bought 1,000 shares of International Business Machines stock in a transaction dated Friday, January 30th. The stock was purchased 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 position. The disclosure for this purchase is available in the SEC filing. Insiders acquired a total of 1,484 shares of company stock worth $417,157 over the last three months. 0.27% of the stock is currently owned by corporate insiders.

Wall Street Analyst Weigh In

IBM has been the subject of several research reports. DZ Bank raised International Business Machines to a “hold” rating in a report on Wednesday, February 11th. Morgan Stanley cut their price target on International Business Machines from $304.00 to $247.00 and set an “equal weight” rating on the stock in a research report on Wednesday, February 25th. Dbs Bank upgraded International Business Machines from a “hold” rating to a “moderate buy” rating in a research note on Monday, January 19th. Erste Group Bank downgraded International Business Machines from a “buy” rating to a “hold” rating in a report on Wednesday, February 18th. Finally, JPMorgan Chase & Co. lowered their target price on shares of International Business Machines from $317.00 to $283.00 and set a “neutral” rating on the stock in a research report on Wednesday, March 18th. One investment analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and eight have given a Hold rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $314.60.

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.