Rep. Jonathan L. Jackson Sells International Business Machines Corporation (NYSE:IBM) Stock

Representative Jonathan L. Jackson (Democratic-Illinois) recently sold shares of International Business Machines Corporation (NYSE:IBM). In a filing disclosed on March 12th, the Representative disclosed that they had sold between $1,001 and $15,000 in International Business Machines stock on February 17th. The trade occurred in the Representative’s “MORGAN STANLEY IRA” account.

Representative Jonathan L. Jackson also recently made the following trade(s):

• Sold $50,001 – $100,000 in shares of International Business Machines (NYSE:IBM) on 2/17/2026.
• Purchased $1,001 – $15,000 in shares of Bank of New York Mellon (NYSE:BK) on 2/17/2026.
• Purchased $50,001 – $100,000 in shares of Bank of New York Mellon (NYSE:BK) on 2/17/2026.
• Purchased $1,001 – $15,000 in shares of Citigroup (NYSE:C) on 2/11/2026.
• Sold $1,001 – $15,000 in shares of Tenet Healthcare (NYSE:THC) on 2/11/2026.
• Purchased $1,001 – $15,000 in shares of Welltower (NYSE:WELL) on 2/11/2026.
• Sold $1,001 – $15,000 in shares of Amazon.com (NASDAQ:AMZN) on 2/11/2026.
• Purchased $50,001 – $100,000 in shares of Citigroup (NYSE:C) on 2/5/2026.
• Purchased $1,001 – $15,000 in shares of Amazon.com (NASDAQ:AMZN) on 2/5/2026.
• Sold $50,001 – $100,000 in shares of Palo Alto Networks (NASDAQ:PANW) on 2/5/2026.

International Business Machines Stock Performance

Shares of IBM opened at $248.38 on Tuesday. The stock has a 50 day moving average of $270.58 and a 200 day moving average of $285.09. The company has a market capitalization of $232.98 billion, a price-to-earnings ratio of 22.28, a PEG ratio of 2.42 and a beta of 0.73. International Business Machines Corporation has a 12 month low of $214.50 and a 12 month high of $324.90. The company has a current ratio of 0.96, a quick ratio of 0.92 and a debt-to-equity ratio of 1.67.

International Business Machines (NYSE:IBM) last announced its earnings results 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. The firm had revenue of $19.69 billion during the quarter, compared to analyst estimates of $19.23 billion. International Business Machines had a return on equity of 38.15% and a net margin of 15.69%.The business’s revenue was up 12.2% compared to the same quarter last year. During the same period last year, the firm posted $3.92 EPS. As a group, sell-side analysts forecast that International Business Machines Corporation will post 10.78 earnings per share for the current year.

International Business Machines Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 10th were issued a $1.68 dividend. The ex-dividend date of this dividend was Tuesday, February 10th. This represents a $6.72 annualized dividend and a dividend yield of 2.7%. International Business Machines’s dividend payout ratio is currently 60.27%.

International Business Machines News Roundup

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

• Positive Sentiment: Analysts and market-watchers cited reasons IBM outpaced the broader market today, pointing to company-specific catalysts that helped lift the stock. Why IBM Outpaced the Stock Market Today
• Positive Sentiment: IBM announced new watsonx-powered, AI-enabled digital fan features for the 90th Masters Tournament — a high-visibility commercial showcase of its generative AI capabilities and long-running partnership that can help win customer mindshare. IBM Debuts New AI Enabled Digital Experiences for the 90th Masters Tournament
• Positive Sentiment: Coverage highlighting IBM’s alliances (quantum/AI/NVIDIA, Lam Research semiconductor work, and post-quantum advisory services) frames the stock as having meaningful upside across AI infrastructure and quantum computing — strategic narratives investors favor for long-term growth. IBM Alliances Highlight Quantum And AI Upside For Undervalued Shares
• Positive Sentiment: Data shows recent insider purchases and large institutional rebalances (some adding shares) plus a median analyst target well above current levels — these flows and positive analyst convictions support upward pressure. $IBM stock is up 3% today. Here’s what we see in our data.
• Neutral Sentiment: ETF issuer Tradr plans single-stock leveraged ETFs tied to IBM, which could boost intraday volume and volatility but doesn’t change fundamentals. Traders should expect larger flows and potential short-term swings. Tradr Set to Launch Leveraged ETFs on AMZN, AAOI, HL and IBM
• Neutral Sentiment: Coverage noting IBM’s stock is tracking S&P 500 and Russell 1000 trends suggests some performance simply reflects index flows rather than company-specific news. International Business Machines Shares Track S&P 500 Trends IBM Moves in Russell 1000 on AI, Cloud Growth
• Neutral Sentiment: Broader market headwinds (e.g., rising oil weighing on U.S. stocks) are a background risk; they can mute gains even when company news is positive. Stock Market News for Mar 23, 2026
• Negative Sentiment: IBM experienced a price dip after an analyst downgrade that highlighted concerns; that downgrade still weighs on sentiment and could cap rallies until earnings/strategy reassure investors. Stock Price Down 1.7% After Analyst Downgrade
• Negative Sentiment: Some commentary questions whether IBM can adapt quickly enough to tech transitions, a narrative that can pressure valuation multiples despite positive product/partnership headlines. Should You Buy IBM Stock on the Dip?

Insider Buying and Selling at International Business Machines

In other news, Director Michael Miebach acquired 434 shares of the firm’s stock in a transaction dated Wednesday, February 25th. The shares were acquired at an average cost of $233.33 per share, with a total value of $101,265.22. Following the acquisition, the director directly owned 434 shares of the company’s stock, valued at approximately $101,265.22. The trade was a ∞ increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, Director David N. Farr bought 1,000 shares of the business’s stock in a transaction that occurred on Friday, January 30th. The stock was acquired at an average cost of $304.00 per share, with a total value of $304,000.00. Following the completion of the acquisition, the director owned 9,258 shares of the company’s stock, valued at $2,814,432. This represents a 12.11% increase in their position. The SEC filing for this purchase provides additional information. Insiders have purchased 1,484 shares of company stock valued at $417,157 over the last ninety days. 0.27% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

A number of hedge funds have recently made changes to their positions in IBM. Mattson Financial Services LLC bought a new position in International Business Machines in the 3rd quarter worth $852,000. Vanguard Group Inc. boosted its stake in shares of 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 during the period. Thames Capital Management LLC bought a new stake in International Business Machines during the 2nd quarter valued at approximately $2,710,000. Waverton Investment Management Ltd boosted its stake in International Business Machines by 3.3% in the 3rd quarter. Waverton Investment Management Ltd now owns 993,743 shares of the technology company’s stock worth $280,439,000 after purchasing an additional 32,072 shares during the period. Finally, NEOS Investment Management LLC raised its position in shares of International Business Machines by 51.7% during the third quarter. NEOS Investment Management LLC now owns 114,395 shares of the technology company’s stock valued at $32,278,000 after buying an additional 38,973 shares during the last quarter. 58.96% of the stock is currently owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

IBM has been the subject of a number of research reports. Oppenheimer set a $380.00 target price on shares of International Business Machines and gave the company an “outperform” rating in a research report on Thursday, January 29th. Wedbush restated an “outperform” rating and issued a $340.00 target price on shares of International Business Machines in a research note on Tuesday, February 24th. JPMorgan Chase & Co. decreased their price objective on International Business Machines from $317.00 to $283.00 and set a “neutral” rating for the company in a report on Wednesday, March 18th. DZ Bank upgraded shares of International Business Machines to a “hold” rating in a research report on Wednesday, February 11th. Finally, Weiss Ratings restated a “buy (b)” rating on shares of International Business Machines in a research note on Thursday, January 22nd. One research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and eight have issued a Hold rating to the company’s stock. Based on data from MarketBeat, International Business Machines has an average rating of “Moderate Buy” and an average target price of $314.60.

About Representative Jackson

Jonathan Jackson (Democratic Party) is a member of the U.S. House, representing Illinois’ 1st Congressional District. He assumed office on January 3, 2023. His current term ends on January 3, 2027.

Jackson (Democratic Party) is running for re-election to the U.S. House to represent Illinois’ 1st Congressional District. He declared candidacy for the 2026 election.

Jonathan Jackson was born in Chicago, Illinois. Jackson graduated from Whitney Young High School. He earned an M.B.A. from Northwestern University. Jackson’s career experience includes working as an investment analyst and an entrepreneur.

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.