International Business Machines Corporation $IBM Shares Bought by Mosaic Family Wealth Partners LLC

Posted by Latisha Jones on Feb 28th, 2026

Mosaic Family Wealth Partners LLC lifted its stake in shares of International Business Machines Corporation (NYSE:IBM – Free Report) by 370.3% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 6,824 shares of the technology company’s stock after purchasing an additional 5,373 shares during the quarter. Mosaic Family Wealth Partners LLC’s holdings in International Business Machines were worth $1,909,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in IBM. Winnow Wealth LLC purchased a new position in International Business Machines in the second quarter valued at about $27,000. Mountain Hill Investment Partners Corp. acquired a new stake in shares of International Business Machines in the 3rd quarter worth approximately $28,000. Trifecta Capital Advisors LLC increased its stake 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 purchasing an additional 71 shares in the last quarter. Legacy Wealth Managment LLC ID raised its holdings 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 purchasing an additional 48 shares during the last quarter. Finally, Davis Capital Management purchased a new stake in International Business Machines during the third quarter worth $54,000. Hedge funds and other institutional investors own 58.96% of the company’s stock.

International Business Machines Stock Performance

International Business Machines stock opened at $239.78 on Friday. The stock has a fifty day moving average price of $287.17 and a 200 day moving average price of $283.58. 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 Corporation has a 52 week low of $214.50 and a 52 week high of $324.90. The firm has a market capitalization of $224.92 billion, a P/E ratio of 21.51, a PEG ratio of 2.43 and a beta of 0.69.

International Business Machines (NYSE:IBM – Get Free Report) last posted its quarterly earnings results on Wednesday, January 28th. The technology company reported $4.52 earnings per share for the quarter, topping analysts’ consensus estimates 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 for the quarter, compared to the consensus estimate of $19.23 billion. During the same quarter last year, the firm posted $3.92 earnings per share. International Business Machines’s revenue was up 12.2% on a year-over-year basis. Equities 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 business also recently announced 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. This represents a $6.72 annualized dividend and a dividend yield of 2.8%. The ex-dividend date is Tuesday, February 10th. International Business Machines’s dividend payout ratio (DPR) is presently 60.27%.

Insider Activity at International Business Machines

In other news, Director David N. Farr bought 1,000 shares of International Business Machines 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 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 purchase was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Michael Miebach bought 434 shares of the firm’s stock in a transaction dated Wednesday, February 25th. The stock was purchased at an average price of $233.33 per share, with a total value of $101,265.22. Following the completion of the purchase, the director directly owned 434 shares of the company’s stock, valued at approximately $101,265.22. This trade represents a ∞ increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have purchased a total of 1,484 shares of company stock worth $417,157 over the last three months. 0.18% of the stock is currently owned by corporate insiders.

Key Headlines Impacting International Business Machines

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

Positive Sentiment: UBS upgraded IBM (from Sell to Neutral), which helped spark buying interest and provided a near‑term catalyst by arguing the recent selloff improved the stock’s risk/reward. UBS upgrades International Business Machines (IBM)
Positive Sentiment: IBM won a government/defense-related contract (up to ~$112M) to modernize commissary pricing systems — a concrete services booking that supports revenue visibility in consulting/integration work. Can IBM’s New Defense Contract Win Boost Top-Line Growth?
Positive Sentiment: Company insiders (directors) made small share purchases, which investors often view as a vote of confidence after recent price weakness. International Business Machines (NYSE:IBM) Director Michelle Howard Buys 50 Shares
Positive Sentiment: Several analysts and deep-dive pieces argue the earlier AI-driven selloff was overdone given IBM’s solid Q4 results, cash flow and strategic positioning in hybrid cloud/AI — supporting a recovery narrative. IBM’s Steep Drop on AI Fears May Be an Overreaction
Neutral Sentiment: Morgan Stanley trimmed its price target to $247 and moved to an “equal weight” stance — this tempers upside expectations and can cap near‑term momentum without being a full downgrade. Morgan Stanley Lowers International Business Machines (NYSE:IBM) Price Target to $247.00
Neutral Sentiment: IBM’s security research (2026 X‑Force Threat Intelligence Index) highlights rising ransomware and cyber threats — a mixed signal: higher market risk overall but potential tailwinds for IBM’s security services. Ransomware Surges 49% as AI Makes Cyberattacks Faster and Easier, IBM Says
Negative Sentiment: Anthropic’s new COBOL/legacy modernization tools (Claude Code) triggered the earlier steep selloff amid fears these AI tools could erode IBM’s services revenue from legacy modernization — this remains the primary near‑term downside risk. IBM Is Just AI’s Latest Victim
Negative Sentiment: High‑profile commentary (e.g., Jim Cramer) highlighted the abrupt drop after Anthropic’s announcement, amplifying short‑term fear and volatility even though some analysts call the reaction overblown. Jim Cramer on International Business Machines

Wall Street Analyst Weigh In

Several research firms recently commented on IBM. Oppenheimer set a $380.00 price objective on shares of International Business Machines and gave the stock an “outperform” rating in a research report on Thursday, January 29th. BMO Capital Markets reaffirmed a “market perform” rating and issued a $350.00 price target on shares of International Business Machines in a report on Thursday, January 29th. UBS Group upgraded shares of International Business Machines from a “sell” rating to a “neutral” rating and set a $236.00 price target on the stock in a research report on Wednesday. Wedbush restated an “outperform” rating and set a $340.00 price objective on shares of International Business Machines in a research report on Tuesday. Finally, Sanford C. Bernstein reiterated a “market perform” rating on shares of International Business Machines in a report on Wednesday, December 10th. 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 company’s stock. Based on data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $320.87.

Check Out Our Latest Stock Report on International Business Machines

About International Business Machines

(Free Report)

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.