International Business Machines Corporation $IBM Stock Holdings Reduced by Edgar Lomax Co. VA

Edgar Lomax Co. VA lessened its stake in shares of International Business Machines Corporation (NYSE:IBM) by 22.6% in the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 179,777 shares of the technology company’s stock after selling 52,455 shares during the quarter. International Business Machines comprises about 4.0% of Edgar Lomax Co. VA’s holdings, making the stock its 4th biggest holding. Edgar Lomax Co. VA’s holdings in International Business Machines were worth $50,726,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also modified their holdings of the company. Brighton Jones LLC boosted its stake in International Business Machines by 12.4% in the fourth quarter. Brighton Jones LLC now owns 21,011 shares of the technology company’s stock valued at $4,619,000 after acquiring an additional 2,323 shares in the last quarter. Sivia Capital Partners LLC boosted its position in shares of International Business Machines by 10.6% in the 2nd quarter. Sivia Capital Partners LLC now owns 1,938 shares of the technology company’s stock valued at $571,000 after purchasing an additional 186 shares during the period. Crestwood Advisors Group LLC grew its stake in International Business Machines by 4.3% during the 2nd quarter. Crestwood Advisors Group LLC now owns 25,692 shares of the technology company’s stock worth $7,574,000 after buying an additional 1,055 shares during the last quarter. RFG Bristol Wealth Advisors LLC acquired a new position in International Business Machines during the second quarter worth approximately $217,000. Finally, Trillium Asset Management LLC lifted its stake in International Business Machines by 3.4% in the second quarter. Trillium Asset Management LLC now owns 2,511 shares of the technology company’s stock valued at $740,000 after buying an additional 82 shares during the last quarter. Institutional investors and hedge funds own 58.96% of the company’s stock.

Insider Activity

In related news, Director Michael Miebach bought 434 shares of the company’s stock in a transaction on Wednesday, February 25th. The stock was bought at an average cost of $233.33 per share, with a total value of $101,265.22. Following the completion of the acquisition, the director owned 434 shares in the company, valued at approximately $101,265.22. This represents a ∞ increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, Director David N. Farr purchased 1,000 shares of International Business Machines stock in a transaction dated Friday, January 30th. The shares were bought at an average price of $304.00 per share, with a total value of $304,000.00. Following the completion of the transaction, the director owned 9,258 shares in the company, valued at approximately $2,814,432. This trade represents a 12.11% increase in their position. The SEC filing for this purchase provides additional information. Insiders have acquired 1,484 shares of company stock worth $417,157 over the last 90 days. 0.18% of the stock is currently owned by company insiders.

International Business Machines Stock Performance

Shares of IBM stock opened at $256.87 on Friday. The company has a market cap of $240.95 billion, a price-to-earnings ratio of 23.04, a price-to-earnings-growth ratio of 2.51 and a beta of 0.73. The stock has a 50 day simple moving average of $282.67 and a 200-day simple moving average of $283.86. 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 posted its quarterly earnings results on Wednesday, January 28th. The technology company reported $4.52 earnings per share for the quarter, beating analysts’ consensus estimates 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 the consensus estimate of $19.23 billion. During the same period in the previous year, the business earned $3.92 earnings per share. The company’s revenue for the quarter was up 12.2% compared to the same quarter last year. On average, equities analysts forecast that International Business Machines Corporation will post 10.78 EPS for the current year.

International Business Machines Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Tuesday, February 10th will be issued a dividend of $1.68 per share. The ex-dividend date of this dividend is Tuesday, February 10th. This represents a $6.72 dividend on an annualized basis and a yield of 2.6%. International Business Machines’s payout ratio is currently 60.27%.

Trending Headlines about International Business Machines

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

• Positive Sentiment: IBM announced a partnership to integrate Deepgram’s speech‑to‑text and text‑to‑speech into watsonx Orchestrate, strengthening its enterprise voice‑AI stack and go‑to‑market for automated workflows. IBM Partners With Deepgram
• Positive Sentiment: IBM secured a multi‑year, ~$112M contract with the Defense Commissary Agency to modernize electronic shelf labels globally — a sizable government win that validates IBM’s modernization and IoT/edge capabilities for public‑sector clients. IBM Contract And Voice AI Deal
• Positive Sentiment: IBM and academic partners published a Science paper reporting a novel half‑Möbius electronic topology observed via quantum computing — a high‑profile scientific validation of IBM’s quantum research that can boost long‑term differentiation. IBM Quantum Research
• Positive Sentiment: Independent analyst coverage places IBM among leaders in data‑integration and multi‑cloud platforms — a signal that IBM’s platform investments (data pipelines, AI ops) are resonating with enterprise buyers. Data Integration Company Evaluation Report 2025
• Positive Sentiment: Recent board additions and multiple AI deals have been highlighted in press coverage as supporting a strategic push into higher‑margin, recurring enterprise AI services. Board Expansion and AI Deals
• Neutral Sentiment: Broader macro commentary on AI’s “creative destruction” suggests long‑term productivity gains for AI leaders — supportive for IBM but not a near‑term revenue guarantee. Wall Street Sees AI’s ‘Creative Destruction’
• Neutral Sentiment: Industry reports noting growth in business‑process automation and enterprise AI underline addressable market expansion that benefits vendors like IBM over time. Business Process Automation Market Report
• Negative Sentiment: Analysts and articles continue to debate IBM’s valuation and legacy‑system exposure (mainframe concerns); some coverage flags that shares remain below prior highs and that investor worries around growth persist. Valuation After UBS Upgrade
• Negative Sentiment: Commentary urging caution on IBM stock notes a sizable drawdown from the 52‑week high and argues near‑term catalysts must translate into sustained revenue acceleration to justify multiples. Why I’m Watching IBM Stock

Analyst Upgrades and Downgrades

IBM has been the topic of a number of recent research reports. Wall Street Zen cut shares of International Business Machines from a “buy” rating to a “hold” rating in a report on Sunday, January 11th. Royal Bank Of Canada set a $361.00 price objective on shares of International Business Machines in a research note on Thursday, January 29th. Stifel Nicolaus increased their target price on shares of International Business Machines from $325.00 to $340.00 and gave the stock a “buy” rating in a research note on Thursday, January 29th. Morgan Stanley lowered their price target on International Business Machines from $304.00 to $247.00 and set an “equal weight” rating on the stock in a report on Wednesday, February 25th. Finally, Bank of America upped their price objective on International Business Machines from $315.00 to $335.00 and gave the company a “buy” rating in a research note on Tuesday, January 13th. One investment analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and eight have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average 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.