Baker Chad R Boosts Stock Holdings in International Business Machines Corporation $IBM

Baker Chad R grew its holdings in International Business Machines Corporation (NYSE:IBM) by 67.7% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 10,975 shares of the technology company’s stock after purchasing an additional 4,430 shares during the period. Baker Chad R’s holdings in International Business Machines were worth $3,315,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently bought and sold shares of IBM. Mountain Hill Investment Partners Corp. bought a new stake in International Business Machines during the 3rd quarter valued at $28,000. SWAN Capital LLC bought a new position in shares of International Business Machines in the third quarter worth $28,000. Trifecta Capital Advisors LLC grew its position in shares of International Business Machines by 129.1% in the third quarter. Trifecta Capital Advisors LLC now owns 126 shares of the technology company’s stock valued at $36,000 after purchasing an additional 71 shares in the last quarter. American Wealth Advisors LLC purchased a new position in shares of International Business Machines in the third quarter valued at $40,000. Finally, Davis Capital Management bought a new stake in shares of International Business Machines during the 3rd quarter valued at $54,000. 58.96% of the stock is owned by institutional investors.

Trending Headlines about International Business Machines

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

• Positive Sentiment: IBM inks advanced-voice partnership to boost watsonx Orchestrate capabilities, improving multilingual, secure agent experiences for enterprises — expands product functionality and go-to-market appeal. ElevenLabs & IBM PR
• Positive Sentiment: Expanded security collaboration with CrowdStrike to deliver AI-powered autonomous detection and response, addressing a high-value enterprise security market and reinforcing hybrid security product stack. IBM expands AI agents and security (Yahoo)
• Positive Sentiment: Quantum computing milestone: IBM’s quantum systems reproduced national-lab magnetic-material data, signaling faster progress toward useful scientific/commercial quantum applications — potential long-term differentiator. IBM Quantum PR
• Positive Sentiment: IBM pushes open-source AI infrastructure (llm-d contribution to CNCF), which can lower customer adoption friction and position IBM as an enterprise AI infrastructure leader. llm-d project (TipRanks)
• Neutral Sentiment: Workforce reshuffle: IBM is cutting some roles while planning to hire more, especially entry-level AI-augmented talent (tripling entry-level hires). This is positioned as redeployment to growth areas but brings short-term restructuring costs and execution risk. Workforce changes (MSN)
• Neutral Sentiment: CEO Arvind Krishna notes a friendlier regulatory climate for M&A, which could accelerate deal activity — a strategic positive but speculative until deals are announced and integrated. CEO M&A comments
• Negative Sentiment: Analyst modest EPS cut: Erste Group trimmed its FY2027 EPS forecast slightly and maintains a Hold — small revision but a reminder that consensus estimates could drift and analyst sentiment is mixed. Erste Group estimate cut (MarketBeat)

Insider Buying and Selling

In related news, Director Michael Miebach purchased 434 shares of the firm’s stock in a transaction dated Wednesday, February 25th. The shares were purchased at an average price 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. This represents a ∞ increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director David N. Farr acquired 1,000 shares of the stock in a transaction dated Friday, January 30th. The shares were bought at an average price of $304.00 per share, for a total transaction of $304,000.00. Following the transaction, the director owned 9,258 shares in the company, valued at approximately $2,814,432. This represents a 12.11% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. In the last three months, insiders acquired 1,484 shares of company stock valued at $417,157. Corporate insiders own 0.27% of the company’s stock.

International Business Machines Price Performance

Shares of NYSE IBM opened at $241.82 on Friday. The stock’s 50-day simple moving average is $266.87 and its two-hundred day simple moving average is $284.44. International Business Machines Corporation has a twelve month low of $214.50 and a twelve month high of $324.90. The firm has a market capitalization of $226.84 billion, a P/E ratio of 21.69, a P/E/G ratio of 2.42 and a beta of 0.73. The company has a quick ratio of 0.92, a current ratio of 0.96 and a debt-to-equity ratio of 1.67.

International Business Machines (NYSE:IBM) last issued its quarterly earnings results on Wednesday, January 28th. The technology company reported $4.52 earnings per share (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 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 for the quarter was up 12.2% on a year-over-year basis. During the same quarter last year, the company posted $3.92 EPS. As a group, equities analysts anticipate that International Business Machines Corporation will post 10.78 EPS for the current fiscal year.

International Business Machines Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 10th were paid a $1.68 dividend. This represents a $6.72 dividend on an annualized basis and a yield of 2.8%. The ex-dividend date of this dividend was Tuesday, February 10th. International Business Machines’s payout ratio is currently 60.27%.

Analysts Set New Price Targets

Several brokerages have commented on IBM. Royal Bank Of Canada set a $361.00 target price on International Business Machines in a research note on Thursday, January 29th. Stifel Nicolaus increased their price target on shares of International Business Machines from $325.00 to $340.00 and gave the stock a “buy” rating in a report on Thursday, January 29th. UBS Group upgraded shares of International Business Machines from a “sell” rating to a “neutral” rating and set a $236.00 price objective for the company in a research report on Wednesday, February 25th. Dbs Bank raised shares of International Business Machines from a “hold” rating to a “moderate buy” rating in a research note on Monday, January 19th. Finally, Sanford C. Bernstein reaffirmed a “market perform” rating on shares of International Business Machines in a report on Wednesday, December 10th. One analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and eight have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $314.60.

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.