International Business Machines Corporation $IBM Shares Sold by Financial & Tax Architects LLC

Financial & Tax Architects LLC cut its stake in shares of International Business Machines Corporation (NYSE:IBM) by 8.4% in the fourth quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 28,563 shares of the technology company’s stock after selling 2,604 shares during the quarter. International Business Machines makes up approximately 1.9% of Financial & Tax Architects LLC’s portfolio, making the stock its 12th biggest position. Financial & Tax Architects LLC’s holdings in International Business Machines were worth $8,461,000 at the end of the most recent reporting period.

A number of other large investors have also recently made changes to their positions in the company. Mattson Financial Services LLC acquired a new position in shares of International Business Machines during the third quarter worth $852,000. Waverton Investment Management Ltd raised its stake in International Business Machines by 3.3% in the third quarter. Waverton Investment Management Ltd now owns 993,743 shares of the technology company’s stock valued at $280,439,000 after buying an additional 32,072 shares in the last quarter. NEOS Investment Management LLC lifted its holdings in International Business Machines by 51.7% during the 3rd quarter. NEOS Investment Management LLC now owns 114,395 shares of the technology company’s stock worth $32,278,000 after buying an additional 38,973 shares during the last quarter. American National Bank & Trust lifted its holdings in International Business Machines by 26.2% during the 3rd quarter. American National Bank & Trust now owns 12,537 shares of the technology company’s stock worth $3,537,000 after buying an additional 2,603 shares during the last quarter. Finally, Advisors Capital Management LLC boosted its position in shares of International Business Machines by 3.8% during the 3rd quarter. Advisors Capital Management LLC now owns 347,155 shares of the technology company’s stock worth $97,953,000 after acquiring an additional 12,623 shares in the last quarter. 58.96% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other International Business Machines news, Director Michael Miebach bought 434 shares of the company’s stock in a transaction on Wednesday, February 25th. The shares were 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 of the company’s stock, valued at approximately $101,265.22. This trade represents a ∞ increase in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director David N. Farr bought 1,000 shares of the business’s stock in a transaction dated Friday, January 30th. The shares were acquired at an average cost of $304.00 per share, with a total value of $304,000.00. Following the completion of the purchase, 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. Insiders acquired a total of 1,484 shares of company stock worth $417,157 in the last ninety days. 0.27% of the stock is owned by corporate insiders.

International Business Machines Stock Performance

Shares of IBM opened at $247.86 on Monday. The stock has a market capitalization of $232.50 billion, a P/E ratio of 22.23, a P/E/G ratio of 2.47 and a beta of 0.69. The company has a debt-to-equity ratio of 1.67, a quick ratio of 0.92 and a current ratio of 0.96. International Business Machines Corporation has a 1 year low of $214.50 and a 1 year high of $324.90. The company’s fifty day moving average is $260.22 and its two-hundred day moving average is $284.21.

International Business Machines (NYSE:IBM) last released its earnings results on Wednesday, January 28th. The technology company reported $4.52 EPS for the quarter, topping 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 during the quarter, compared to analysts’ expectations of $19.23 billion. During the same quarter last year, the business earned $3.92 EPS. The business’s revenue was up 12.2% on a year-over-year basis. On average, sell-side analysts predict 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 disclosed a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 10th were issued a $1.68 dividend. This represents a $6.72 dividend on an annualized basis and a yield of 2.7%. The ex-dividend date of this dividend was Tuesday, February 10th. International Business Machines’s payout ratio is currently 60.27%.

Key International Business Machines News

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

• Positive Sentiment: IBM announced a strategic collaboration with Arm to develop dual‑architecture AI/data-center hardware, a move investors see as expanding IBM’s addressable market for enterprise AI infrastructure and improving competitive positioning. IBM Shares Rise 2% After Announcing Strategic Partnership With Arm
• Positive Sentiment: IBM struck a long-term R&D deal with ETH Zurich (10 years) to combine AI and quantum algorithm development — strengthens IBM’s pipeline in quantum-enabled AI capabilities that could drive premium services and long-term differentiation. IBM Partners with ETH Zurich on 10-Year AI and Quantum Computing Initiative
• Positive Sentiment: Coverage highlighting IBM’s progress in quantum (processors >1,000 qubits) reinforces the narrative that IBM is a leader in nascent, high-value technologies investors are watching for multi-year growth. My Top Quantum ETFs For The Next Trend That’s Bigger Than AI
• Neutral Sentiment: IBM continues customer/brand initiatives — a new campus Cyber Defense Range with Full Sail University and an experiential “Masters at Madison Square Park” event — improving visibility but with limited near-term revenue impact. Full Sail University to Open IBM Cyber Defense Range Powered by AWS and Cloud Range on Campus
• Neutral Sentiment: Third-party product/partner news (e.g., CrowdStrike integrations) signal ecosystem traction but are incremental to IBM’s direct revenue growth story. CrowdStrike Partnerships And AI Products Deepen Falcon Platform Consolidation Story
• Negative Sentiment: Despite positive strategic headlines, analysts and articles are flagging recent share-price weakness and mixed valuation metrics (YTD underperformance vs. multi-year gains), which can prompt profit-taking and damp near-term upside. Is It Time To Reassess IBM (IBM) After Recent Share Price Weakness?

Wall Street Analysts Forecast Growth

Several equities research analysts have recently weighed in on IBM shares. JPMorgan Chase & Co. cut their target price on 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. Evercore upped their price target on International Business Machines from $330.00 to $345.00 and gave the company an “outperform” rating in a report on Thursday, January 29th. Royal Bank Of Canada set a $361.00 price target on shares of International Business Machines in a research note on Thursday, January 29th. Wedbush restated an “outperform” rating and set a $340.00 price objective on shares of International Business Machines in a research report on Tuesday, February 24th. Finally, UBS Group upgraded shares of International Business Machines from a “sell” rating to a “neutral” rating and set a $236.00 target price for the company in a report on Wednesday, February 25th. 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 stock. According to MarketBeat, the stock 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.