Rep. Jonathan L. Jackson Sells Off Shares of International Business Machines Corporation (NYSE:IBM)

Representative Jonathan L. Jackson (Democratic-Illinois) recently sold shares of International Business Machines Corporation (NYSE:IBM). In a filing disclosed on March 12th, the Representative disclosed that they had sold between $1,001 and $15,000 in International Business Machines stock on February 17th. The trade occurred in the Representative’s “MORGAN STANLEY IRA” account.

Representative Jonathan L. Jackson also recently made the following trade(s):

• Sold $50,001 – $100,000 in shares of International Business Machines (NYSE:IBM) on 2/17/2026.
• Purchased $1,001 – $15,000 in shares of Bank of New York Mellon (NYSE:BK) on 2/17/2026.
• Purchased $50,001 – $100,000 in shares of Bank of New York Mellon (NYSE:BK) on 2/17/2026.
• Purchased $1,001 – $15,000 in shares of Citigroup (NYSE:C) on 2/11/2026.
• Sold $1,001 – $15,000 in shares of Tenet Healthcare (NYSE:THC) on 2/11/2026.
• Purchased $1,001 – $15,000 in shares of Welltower (NYSE:WELL) on 2/11/2026.
• Sold $1,001 – $15,000 in shares of Amazon.com (NASDAQ:AMZN) on 2/11/2026.
• Purchased $50,001 – $100,000 in shares of Citigroup (NYSE:C) on 2/5/2026.
• Purchased $1,001 – $15,000 in shares of Amazon.com (NASDAQ:AMZN) on 2/5/2026.
• Sold $50,001 – $100,000 in shares of Palo Alto Networks (NASDAQ:PANW) on 2/5/2026.

International Business Machines Stock Performance

Shares of NYSE IBM traded up $2.12 during mid-day trading on Wednesday, reaching $242.71. 900,798 shares of the company’s stock were exchanged, compared to its average volume of 5,946,113. The firm has a 50-day moving average price of $269.34 and a two-hundred day moving average price of $285.04. The company has a debt-to-equity ratio of 1.67, a current ratio of 0.96 and a quick ratio of 0.92. The firm has a market capitalization of $227.67 billion, a price-to-earnings ratio of 21.77, a price-to-earnings-growth ratio of 2.49 and a beta of 0.73. International Business Machines Corporation has a 52 week low of $214.50 and a 52 week high of $324.90.

International Business Machines (NYSE:IBM) last issued 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 period in the previous year, the firm earned $3.92 EPS. The firm’s quarterly revenue was up 12.2% on a year-over-year basis. Analysts predict that International Business Machines Corporation will post 10.78 EPS for the current year.

International Business Machines Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 10th were paid a dividend of $1.68 per share. This represents a $6.72 dividend on an annualized basis and a dividend yield of 2.8%. The ex-dividend date was Tuesday, February 10th. International Business Machines’s payout ratio is presently 60.27%.

International Business Machines News Summary

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

• Positive Sentiment: ElevenLabs partnership expands IBM’s watsonx Orchestrate with premium TTS/STT voice capabilities, enabling natural, multilingual, enterprise‑grade conversational AI — a capability that can help watsonx win larger contact‑center and agentic AI deals. Enterprise AI Finds its Voice
• Positive Sentiment: BofA reiterated a Buy and a $340 price target following meetings with CEO Arvind Krishna — a strong sell‑side endorsement that supports upside vs. current levels and may attract momentum buyers. BofA Reaffirms Buy on IBM Stock
• Positive Sentiment: IBM’s watsonx features for the Masters Tournament (Vault Search, Hole Insights) provide a high‑profile showcase for Granite small LMs and agentic workflows — useful marketing and proof‑of‑concept for sports, media and other data‑intensive customers. Masters AI Experience Launch
• Positive Sentiment: Street consensus remains constructive (multiple buy/outperform ratings and a recent “Moderate Buy” consensus), signaling continued analyst support and a relatively high median price target vs. current trading. Consensus Rating of Moderate Buy
• Neutral Sentiment: Coverage pieces list IBM among leading integration and iPaaS vendors — a reminder of IBM’s broad enterprise software footprint but not a direct near‑term revenue catalyst. Top Integration Tools in 2026
• Neutral Sentiment: New single‑stock leveraged ETFs including IBM could increase intraday volume and volatility for traders, but don’t change fundamentals. Tradr Set to Launch Leveraged ETFs
• Negative Sentiment: Broader tech selling has pressured blue‑chip indices and weighed on IBM at times this week — macro/market risk can mute stock gains even when company news is positive. Dow Wavers — Tech Selling
• Negative Sentiment: Investor caution pieces question whether IBM can sustain outperformance and adapt to fast‑moving AI competition — these narratives can cap multiple expansion and lead some investors to take profits. Should You Buy IBM Stock on the Dip?

Analyst Ratings Changes

A number of research analysts have weighed in on IBM shares. Sanford C. Bernstein reiterated a “market perform” rating on shares of International Business Machines in a research note on Wednesday, December 10th. Wedbush restated an “outperform” rating and set a $340.00 price target on shares of International Business Machines in a research note on Tuesday, February 24th. Oppenheimer set a $380.00 price target on shares of International Business Machines and gave the stock an “outperform” rating in a report on Thursday, January 29th. UBS Group upgraded International Business Machines from a “sell” rating to a “neutral” rating and set a $236.00 price objective on the stock in a research note on Wednesday, February 25th. Finally, Erste Group Bank downgraded International Business Machines from a “buy” rating to a “hold” rating in a research report on Wednesday, February 18th. One investment analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and eight have issued a Hold rating to the company’s stock. According to data from MarketBeat, International Business Machines presently has a consensus rating of “Moderate Buy” and an average target price of $314.60.

Institutional Investors Weigh In On International Business Machines

Hedge funds and other institutional investors have recently bought and sold shares of the business. Mattson Financial Services LLC purchased a new position in International Business Machines in the 3rd quarter worth approximately $852,000. Vanguard Group Inc. raised its position in shares of International Business Machines by 2.1% during the 2nd quarter. Vanguard Group Inc. now owns 95,051,475 shares of the technology company’s stock valued at $28,019,274,000 after buying an additional 1,913,708 shares in the last quarter. Thames Capital Management LLC purchased a new stake in shares of International Business Machines during the 2nd quarter valued at $2,710,000. Waverton Investment Management Ltd lifted its holdings in shares of International Business Machines by 3.3% during the 3rd quarter. Waverton Investment Management Ltd now owns 993,743 shares of the technology company’s stock worth $280,439,000 after acquiring an additional 32,072 shares during the last quarter. Finally, NEOS Investment Management LLC grew its position in International Business Machines by 51.7% in the third quarter. NEOS Investment Management LLC now owns 114,395 shares of the technology company’s stock worth $32,278,000 after acquiring an additional 38,973 shares in the last quarter. Institutional investors own 58.96% of the company’s stock.

Insiders Place Their Bets

In other news, Director David N. Farr purchased 1,000 shares of the company’s stock in a transaction on Friday, January 30th. The stock was purchased at an average price of $304.00 per share, with a total value of $304,000.00. Following the completion of the purchase, the director directly owned 9,258 shares in the company, valued at approximately $2,814,432. This trade represents a 12.11% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link. Also, Director Michael Miebach acquired 434 shares of the business’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 acquisition, the director directly owned 434 shares in the company, valued at approximately $101,265.22. This represents a ∞ increase in their position. The disclosure for this purchase is available in the SEC filing. In the last three months, insiders purchased 1,484 shares of company stock worth $417,157. 0.27% of the stock is owned by insiders.

About Representative Jackson

Jonathan Jackson (Democratic Party) is a member of the U.S. House, representing Illinois’ 1st Congressional District. He assumed office on January 3, 2023. His current term ends on January 3, 2027.

Jackson (Democratic Party) is running for re-election to the U.S. House to represent Illinois’ 1st Congressional District. He declared candidacy for the 2026 election.

Jonathan Jackson was born in Chicago, Illinois. Jackson graduated from Whitney Young High School. He earned an M.B.A. from Northwestern University. Jackson’s career experience includes working as an investment analyst and an entrepreneur.

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.