Vanguard Group Inc. Acquires 724,832 Shares of International Business Machines Corporation $IBM

Vanguard Group Inc. grew its holdings in shares of International Business Machines Corporation (NYSE:IBM) by 0.8% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 95,776,307 shares of the technology company’s stock after buying an additional 724,832 shares during the quarter. International Business Machines accounts for approximately 0.4% of Vanguard Group Inc.’s holdings, making the stock its 29th biggest holding. Vanguard Group Inc. owned approximately 10.25% of International Business Machines worth $27,024,243,000 as of its most recent SEC filing.

Other large investors also recently added to or reduced their stakes in the company. Winnow Wealth LLC purchased a new position in shares of International Business Machines in the 2nd quarter worth approximately $27,000. Mountain Hill Investment Partners Corp. bought a new stake in International Business Machines in the third quarter worth $28,000. Trifecta Capital Advisors LLC lifted its position in International Business Machines by 129.1% in the third quarter. Trifecta Capital Advisors LLC now owns 126 shares of the technology company’s stock worth $36,000 after buying an additional 71 shares during the last quarter. Legacy Wealth Managment LLC ID boosted its stake in International Business Machines by 48.5% during the second quarter. Legacy Wealth Managment LLC ID now owns 147 shares of the technology company’s stock worth $43,000 after buying an additional 48 shares during the period. Finally, Davis Capital Management bought a new position in International Business Machines during the third quarter valued at $54,000. 58.96% of the stock is owned by institutional investors.

Key International Business Machines News

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

• Positive Sentiment: IBM says it will triple U.S. entry-level hiring in 2026, recasting junior roles for the AI era — a sign management is investing in talent to scale AI initiatives and support growth despite automation risk. IBM tripling Gen Z hiring
• Positive Sentiment: Confluent shareholders approved the merger agreement with an IBM subsidiary, clearing a regulatory/transactional hurdle that supports IBM’s data-streaming and hybrid cloud strategy if the deal closes. Confluent shareholders approve IBM acquisition
• Positive Sentiment: Product/technology updates — IBM highlighted AI-related enhancements to FlashSystem storage and QRadar security, reinforcing its enterprise storage/security positioning that supports recurring revenue and cross-sell into large customers. IBM AI FlashSystem And QRadar Updates
• Neutral Sentiment: IBM has been a trending stock on retail news sites and equity screens — heightened attention can amplify moves in either direction but doesn’t imply fundamental change on its own. Zacks trending stock note
• Neutral Sentiment: Small institutional portfolio moves: Advisors Asset Management disclosed a modest trimming of IBM (~-20.9k shares in the 12/31/25 13F update) — routine reweights can add volume but aren’t necessarily a directional signal. Quiver Quant fund update
• Negative Sentiment: Unusual options activity: traders bought a large block of put options (56,108 contracts, ~+42% vs. average), signaling elevated hedging or directional bearish bets that can amplify downside moves. (No article link available)
• Negative Sentiment: Short-seller criticism: veteran short seller Jim Chanos publicly called IBM “an AI risk, not an AI leader,” arguing market expectations for IBM’s AI leadership may be overstated — this negative publicity could pressure sentiment and invite further sell-side scrutiny. Chanos calls IBM an AI risk

Insider Activity

In related news, Director David N. Farr bought 1,000 shares of the stock in a transaction on Friday, January 30th. The stock was bought at an average price of $304.00 per share, for a total transaction of $304,000.00. Following the completion of the acquisition, the director directly owned 9,258 shares in the company, 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 SEC, which can be accessed through the SEC website. Corporate insiders own 0.18% of the company’s stock.

International Business Machines Trading Up 1.1%

IBM opened at $262.33 on Monday. International Business Machines Corporation has a 52 week low of $214.50 and a 52 week high of $324.90. The company has a market capitalization of $245.21 billion, a P/E ratio of 23.53, a PEG ratio of 2.63 and a beta of 0.69. The stock’s fifty day moving average is $299.24 and its two-hundred day moving average is $284.20. 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 announced its quarterly earnings results on Wednesday, January 28th. The technology company reported $4.52 EPS for the quarter, beating the consensus estimate of $4.33 by $0.19. International Business Machines had a return on equity of 38.15% and a net margin of 15.69%.The firm had revenue of $19.69 billion for the quarter, compared to analyst estimates of $19.23 billion. During the same quarter last year, the firm posted $3.92 earnings per share. The business’s revenue for the quarter was up 12.2% on a year-over-year basis. 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 declared a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 10th will be given a $1.68 dividend. This represents a $6.72 annualized dividend and a dividend yield of 2.6%. The ex-dividend date of this dividend is Tuesday, February 10th. International Business Machines’s dividend payout ratio is presently 60.27%.

Analyst Ratings Changes

Several equities research analysts have recently issued reports on IBM shares. Oppenheimer set a $380.00 target price on shares of International Business Machines and gave the stock an “outperform” rating in a report on Thursday, January 29th. Argus set a $360.00 price objective on shares of International Business Machines in a research note on Friday, January 30th. Wall Street Zen lowered International Business Machines from a “buy” rating to a “hold” rating in a research report on Sunday, January 11th. Evercore increased their price target on International Business Machines from $330.00 to $345.00 and gave the stock an “outperform” rating in a report on Thursday, January 29th. Finally, Bank of America boosted their price objective on International Business Machines from $315.00 to $335.00 and gave the company a “buy” rating in a report on Tuesday, January 13th. One analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $330.07.

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.