2,708 Shares in International Business Machines Corporation $IBM Purchased by Atika Capital Management LLC

Atika Capital Management LLC acquired a new position in International Business Machines Corporation (NYSE:IBM) during the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 2,708 shares of the technology company’s stock, valued at approximately $764,000.

Other institutional investors have also added to or reduced their stakes in the company. Brighton Jones LLC boosted its stake in shares of International Business Machines by 12.4% during the fourth quarter. Brighton Jones LLC now owns 21,011 shares of the technology company’s stock valued at $4,619,000 after purchasing an additional 2,323 shares during the period. Sivia Capital Partners LLC lifted its holdings in International Business Machines by 10.6% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,938 shares of the technology company’s stock valued at $571,000 after buying an additional 186 shares in the last quarter. Vestmark Advisory Solutions Inc. boosted its position in International Business Machines by 65.7% in the 2nd quarter. Vestmark Advisory Solutions Inc. now owns 1,501 shares of the technology company’s stock valued at $443,000 after buying an additional 595 shares during the period. Los Angeles Capital Management LLC boosted its position in International Business Machines by 5.1% in the 2nd quarter. Los Angeles Capital Management LLC now owns 4,750 shares of the technology company’s stock valued at $1,400,000 after buying an additional 231 shares during the period. Finally, Advyzon Investment Management LLC grew its stake in International Business Machines by 3.4% in the 2nd quarter. Advyzon Investment Management LLC now owns 1,472 shares of the technology company’s stock worth $434,000 after acquiring an additional 48 shares in the last quarter. Institutional investors own 58.96% of the company’s stock.

More International Business Machines News

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

• Positive Sentiment: Analysts remain constructive on large tech names including IBM; coverage cited IBM as a buy/hold candidate based on enterprise AI and hybrid cloud exposure. This supports investor confidence in the company’s strategy. Read More.
• Positive Sentiment: IBM announced a partnership with SEI to deploy agentic AI and automation for enterprise workflows — a direct commercial tie-up that could drive near‑term services revenue and customer adoption of IBM’s AI tooling. Read More.
• Positive Sentiment: IBM and Lam Research launched a collaboration to advance sub‑1nm logic scaling (materials, processes, High NA EUV). That’s a strategic, long‑horizon boost to IBM’s semiconductor and research positioning. Read More.
• Neutral Sentiment: IBM and several universities co‑authored discovery of a novel molecule with unique electronic structure — a positive R&D milestone but unlikely to move near‑term revenue; more material for long‑term IP/tech leadership. Read More.
• Neutral Sentiment: Snowflake research cited Hakkoda (an IBM company) in interoperability and AI scaling for healthcare — reinforces IBM’s role in enterprise data/AI stacks but is incremental news. Read More.
• Neutral Sentiment: Market commentary pieces weighing IBM post‑Q4 earnings and recent price moves reiterate mixed sentiment: solid earnings but still navigating AI competition and valuation headwinds. These items provide context but no new catalysts. Read More. and Read More.
• Negative Sentiment: Shares plunged after market fears over new AI capabilities from Anthropic (and similar agentic/“vibe coding” tools) — investors worried these advances accelerate competition and erode pricing/market share for legacy enterprise software and services. That reaction was the main immediate downward driver. Read More.
• Negative Sentiment: IBM’s 2026 X‑Force cybersecurity report highlighted rising threats; media coverage framed it as a “bombshell,” which briefly pressured sentiment even as it could also increase demand for IBM security services. Short term, the headline contributed to negative sentiment. Read More.

International Business Machines Price Performance

Shares of IBM opened at $248.56 on Thursday. The company has a debt-to-equity ratio of 1.67, a quick ratio of 0.92 and a current ratio of 0.96. The company has a 50 day moving average price of $278.69 and a 200-day moving average price of $284.48. International Business Machines Corporation has a fifty-two week low of $214.50 and a fifty-two week high of $324.90. The stock has a market capitalization of $233.16 billion, a PE ratio of 22.29, a PEG ratio of 2.51 and a beta of 0.73.

International Business Machines (NYSE:IBM) last issued its quarterly earnings data on Wednesday, January 28th. The technology company reported $4.52 earnings per share (EPS) 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 company had revenue of $19.69 billion for the quarter, compared to analyst estimates of $19.23 billion. During the same period last year, the company posted $3.92 earnings per share. International Business Machines’s revenue was up 12.2% compared to the same quarter last year. Equities analysts predict that International Business Machines Corporation will post 10.78 earnings per share for the current fiscal year.

International Business Machines Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 10th. Investors of record on Tuesday, February 10th were given a dividend of $1.68 per share. The ex-dividend date of this dividend was Tuesday, February 10th. This represents a $6.72 dividend on an annualized basis and a yield of 2.7%. International Business Machines’s dividend payout ratio (DPR) is presently 60.27%.

Insider Transactions at International Business Machines

In other news, Director David N. Farr purchased 1,000 shares of the stock in a transaction dated Friday, January 30th. The shares were acquired 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 of the company’s stock, valued at approximately $2,814,432. This represents a 12.11% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Michael Miebach acquired 434 shares of the business’s stock in a transaction dated Wednesday, February 25th. The stock was purchased at an average cost 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 approximately $101,265.22. The trade was a ∞ increase in their ownership of the stock. The SEC filing for this purchase provides additional information. In the last ninety days, insiders have purchased 1,484 shares of company stock worth $417,157. 0.18% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

IBM has been the topic of a number of research reports. BMO Capital Markets reaffirmed a “market perform” rating and set a $350.00 target price on shares of International Business Machines in a research report on Thursday, January 29th. Argus set a $360.00 price target on International Business Machines in a report on Friday, January 30th. Evercore raised their price objective on International Business Machines from $330.00 to $345.00 and gave the stock an “outperform” rating in a report on Thursday, January 29th. UBS Group raised International Business Machines from a “sell” rating to a “neutral” rating and set a $236.00 target price for the company in a research report on Wednesday, February 25th. Finally, Morgan Stanley lowered their target price on International Business Machines from $304.00 to $247.00 and set an “equal weight” rating for the company in a report on Wednesday, February 25th. One analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and eight have assigned a Hold rating to the company. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $320.87.

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.