Douglass Winthrop Advisors LLC Grows Holdings in International Business Machines Corporation $IBM

Douglass Winthrop Advisors LLC lifted its position in shares of International Business Machines Corporation (NYSE:IBM) by 33.0% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 24,260 shares of the technology company’s stock after buying an additional 6,015 shares during the quarter. Douglass Winthrop Advisors LLC’s holdings in International Business Machines were worth $6,845,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of IBM. Winnow Wealth LLC acquired a new stake in International Business Machines during the second quarter worth approximately $27,000. Mountain Hill Investment Partners Corp. acquired a new position in International Business Machines in the 3rd quarter valued at $28,000. Trifecta Capital Advisors LLC raised its holdings in International Business Machines by 129.1% in the 3rd quarter. Trifecta Capital Advisors LLC now owns 126 shares of the technology company’s stock valued at $36,000 after acquiring an additional 71 shares during the last quarter. American Wealth Advisors LLC purchased a new position in shares of International Business Machines during the 3rd quarter worth $40,000. Finally, Davis Capital Management acquired a new stake in shares of International Business Machines during the third quarter worth $54,000. Institutional investors and hedge funds own 58.96% of the company’s stock.

More International Business Machines News

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

• Positive Sentiment: Analysts remain constructive on large tech names including IBM; coverage cited IBM as a buy/hold candidate based on enterprise AI and hybrid cloud exposure. This supports investor confidence in the company’s strategy. Read More.
• Positive Sentiment: IBM announced a partnership with SEI to deploy agentic AI and automation for enterprise workflows — a direct commercial tie-up that could drive near‑term services revenue and customer adoption of IBM’s AI tooling. Read More.
• Positive Sentiment: IBM and Lam Research launched a collaboration to advance sub‑1nm logic scaling (materials, processes, High NA EUV). That’s a strategic, long‑horizon boost to IBM’s semiconductor and research positioning. Read More.
• Neutral Sentiment: IBM and several universities co‑authored discovery of a novel molecule with unique electronic structure — a positive R&D milestone but unlikely to move near‑term revenue; more material for long‑term IP/tech leadership. Read More.
• Neutral Sentiment: Snowflake research cited Hakkoda (an IBM company) in interoperability and AI scaling for healthcare — reinforces IBM’s role in enterprise data/AI stacks but is incremental news. Read More.
• Neutral Sentiment: Market commentary pieces weighing IBM post‑Q4 earnings and recent price moves reiterate mixed sentiment: solid earnings but still navigating AI competition and valuation headwinds. These items provide context but no new catalysts. Read More. and Read More.
• Negative Sentiment: Shares plunged after market fears over new AI capabilities from Anthropic (and similar agentic/“vibe coding” tools) — investors worried these advances accelerate competition and erode pricing/market share for legacy enterprise software and services. That reaction was the main immediate downward driver. Read More.
• Negative Sentiment: IBM’s 2026 X‑Force cybersecurity report highlighted rising threats; media coverage framed it as a “bombshell,” which briefly pressured sentiment even as it could also increase demand for IBM security services. Short term, the headline contributed to negative sentiment. Read More.

International Business Machines Price Performance

Shares of International Business Machines stock opened at $248.56 on Thursday. The business’s fifty day moving average price is $278.69 and its 200 day moving average price is $284.48. International Business Machines Corporation has a twelve month low of $214.50 and a twelve 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. The stock has a market capitalization of $233.16 billion, a P/E ratio of 22.29, a PEG ratio of 2.51 and a beta of 0.73.

International Business Machines (NYSE:IBM) last released its quarterly earnings data on Wednesday, January 28th. The technology company reported $4.52 EPS for the quarter, topping analysts’ consensus estimates of $4.33 by $0.19. The company had revenue of $19.69 billion for 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 quarterly revenue was up 12.2% compared to the same quarter last year. During the same period last year, the business posted $3.92 EPS. As a group, research analysts anticipate that International Business Machines Corporation will post 10.78 earnings per share for the current year.

International Business Machines Announces Dividend

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

Insider Buying and Selling

In other International Business Machines news, 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 price of $304.00 per share, with a total value of $304,000.00. Following the purchase, the director owned 9,258 shares in the company, valued at approximately $2,814,432. The trade was a 12.11% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, Director Michael Miebach bought 434 shares of International Business Machines stock in a transaction that occurred on Wednesday, February 25th. The shares were acquired at an average price of $233.33 per share, for a total transaction of $101,265.22. Following the acquisition, the director directly owned 434 shares in the company, valued at approximately $101,265.22. This represents a ∞ increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Over the last ninety days, insiders have acquired 1,484 shares of company stock worth $417,157. 0.18% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of equities research analysts have recently commented on IBM shares. Dbs Bank raised International Business Machines from a “hold” rating to a “moderate buy” rating in a research report on Monday, January 19th. Wedbush reissued an “outperform” rating and issued a $340.00 price target on shares of International Business Machines in a research note on Tuesday, February 24th. Morgan Stanley lowered their price target on International Business Machines from $304.00 to $247.00 and set an “equal weight” rating for the company in a report on Wednesday, February 25th. Sanford C. Bernstein reaffirmed a “market perform” rating on shares of International Business Machines in a research note on Wednesday, December 10th. Finally, UBS Group upgraded shares of International Business Machines from a “sell” rating to a “neutral” rating and set a $236.00 price objective on the stock in a report on Wednesday, February 25th. One investment analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and eight have assigned a Hold rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $320.87.

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.