International Business Machines Corporation $IBM Stock Purchased by Investment Partners LTD.

Investment Partners LTD. raised its position in shares of International Business Machines Corporation (NYSE:IBM) by 85.2% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 6,313 shares of the technology company’s stock after buying an additional 2,905 shares during the period. Investment Partners LTD.’s holdings in International Business Machines were worth $1,388,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also recently bought and sold shares of IBM. Harborfront Financial Group LLC bought a new position in shares of International Business Machines during the 2nd quarter valued at about $27,000. Hara Capital LLC bought a new stake in International Business Machines in the second quarter valued at approximately $28,000. Bare Financial Services Inc lifted its stake in shares of International Business Machines by 114.6% during the 2nd quarter. Bare Financial Services Inc now owns 103 shares of the technology company’s stock worth $29,000 after buying an additional 55 shares during the last quarter. Caitlin John LLC bought a new stake in International Business Machines in the 2nd quarter valued at $35,000. Finally, Axiom Investment Management LLC bought a new stake in International Business Machines in the 1st quarter valued at about $36,000. 58.96% of the stock is currently owned by institutional investors.

International Business Machines Trading Down 0.2%

Shares of NYSE IBM opened at $257.80 on Friday. The business’s 50 day moving average price is $235.17 and its 200-day moving average price is $249.93. The company has a market cap of $243.65 billion, a price-to-earnings ratio of 21.98, a PEG ratio of 2.54 and a beta of 0.73. International Business Machines Corporation has a fifty-two week low of $199.19 and a fifty-two week high of $332.46. The company has a debt-to-equity ratio of 1.57, a quick ratio of 0.80 and a current ratio of 0.85.

International Business Machines (NYSE:IBM) last released its earnings results on Wednesday, October 21st. The technology company reported $2.95 earnings per share for the quarter, topping the consensus estimate of $2.85 by $0.10. International Business Machines had a net margin of 15.99% and a return on equity of 34.37%. The company had revenue of $17.10 billion for the quarter, compared to the consensus estimate of $16.82 billion. During the same quarter in the previous year, the firm earned $2.65 EPS. International Business Machines’s revenue was up 4.7% compared to the same quarter last year. On average, sell-side analysts expect that International Business Machines Corporation will post 12.41 earnings per share for the current year.

International Business Machines Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, December 10th. Stockholders of record on Tuesday, November 10th will be given a dividend of $1.69 per share. The ex-dividend date is Tuesday, November 10th. This represents a $6.76 dividend on an annualized basis and a dividend yield of 2.6%. International Business Machines’s dividend payout ratio (DPR) is 57.63%.

Insider Buying and Selling

In other news, SVP Robert Thomas sold 25,000 shares of the firm’s stock in a transaction that occurred on Wednesday, August 26th. The shares were sold at an average price of $230.32, for a total transaction of $5,758,000.00. Following the completion of the transaction, the senior vice president directly owned 47,800 shares of the company’s stock, valued at $11,009,296. This trade represents a 34.34% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 0.27% of the stock is currently owned by insiders.

Key International Business Machines News

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

• Positive Sentiment: IBM introduced new AI-agent security controls that combine HashiCorp Vault, Agent Identity, and watsonx Orchestrate. The tools provide centralized governance, least-privilege access, real-time credential revocation, and sandboxed execution across hybrid-cloud environments, potentially strengthening IBM’s position in enterprise AI security. IBM Debuts AI Agent Security Controls For Hybrid Cloud
• Positive Sentiment: Analysts and commentators highlighted improving momentum in IBM’s software business, including its hybrid-cloud and enterprise infrastructure operations. IBM’s approximately $12 billion in free cash flow may support continued investment and shareholder returns. IBM’s Software Business Is Picking Up Speed
• Neutral Sentiment: Research reports project strong growth in service virtualization, edge computing, configuration-management systems, SMB IT spending, and battery-warranty analytics—markets in which IBM is listed as a participant. The reports indicate long-term addressable-market opportunities but do not represent new contracts or revenue guidance for IBM. Configuration Management Systems Global Strategic Business Report
• Neutral Sentiment: IBM’s opposition to blockchain-based stock trading reflects concerns about tokenized-market structures, but the issue appears unlikely to materially affect near-term financial results. Why Oracle, Intel, and IBM Are Saying No to Blockchain-Based Stock Trading
• Negative Sentiment: Concerns about IBM’s debt load and whether its long record of dividend increases can continue are weighing on the investment case. The stock’s decline during 2026 has made the dividend more attractive, but also highlights balance-sheet and payout sustainability risks. IBM Stock Is Down 13% in 2026. Is Its Dividend Still Safe?

Wall Street Analyst Weigh In

IBM has been the subject of a number of research reports. Craig Hallum assumed coverage on International Business Machines in a research note on Wednesday, August 19th. They issued a “buy” rating for the company. UBS Group raised their price target on shares of International Business Machines from $236.00 to $243.00 and gave the company a “neutral” rating in a research report on Thursday, October 22nd. HSBC lowered their price objective on shares of International Business Machines from $175.00 to $174.00 in a research report on Friday, July 24th. Citic Securities raised their target price on International Business Machines from $294.00 to $297.00 and gave the stock a “buy” rating in a research note on Wednesday, July 29th. Finally, Jefferies Financial Group increased their target price on International Business Machines from $270.00 to $280.00 and gave the company a “buy” rating in a research note on Thursday, October 22nd. Nineteen equities research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat, International Business Machines currently has an average rating of “Moderate Buy” and an average target price of $266.12.

International Business Machines Profile

International Business Machines Corporation (NYSE:IBM), commonly known as IBM, is a global technology and consulting company that helps organizations modernize their information technology and business operations. Its offerings include hybrid cloud solutions, artificial intelligence software and services, enterprise software, IT infrastructure, cybersecurity, data analytics, and technology consulting.

IBM provides products and services to businesses, governments, and other institutions across industries and regions worldwide.