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 $50,001 and $100,000 in International Business Machines stock on February 17th. The trade occurred in the Representative’s “MORGAN STANLEY TRUST ACCOUNT” account.

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

• Purchased $1,001 – $15,000 in shares of Bank of New York Mellon (NYSE:BK) on 2/17/2026.
• Sold $1,001 – $15,000 in shares of International Business Machines (NYSE:IBM) 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 Up 0.7%

NYSE IBM traded up $1.64 on Wednesday, reaching $242.23. The company had a trading volume of 1,820,982 shares, compared to its average volume of 5,967,931. The company has a debt-to-equity ratio of 1.67, a quick ratio of 0.92 and a current ratio of 0.96. The firm has a market capitalization of $227.22 billion, a price-to-earnings ratio of 21.73, a price-to-earnings-growth ratio of 2.49 and a beta of 0.73. International Business Machines Corporation has a 1-year low of $214.50 and a 1-year high of $324.90. The company’s fifty day moving average is $269.34 and its 200-day moving average is $285.04.

International Business Machines (NYSE:IBM) last announced its quarterly earnings data on Wednesday, January 28th. The technology company reported $4.52 earnings per share for the quarter, beating the consensus estimate 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 company had revenue of $19.69 billion during the quarter, compared to analysts’ expectations of $19.23 billion. During the same quarter last year, the company earned $3.92 EPS. International Business Machines’s revenue for the quarter was up 12.2% compared to the same quarter last year. On average, research analysts forecast that International Business Machines Corporation will post 10.78 earnings per share for the current fiscal year.

International Business Machines Dividend Announcement

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

Key Headlines Impacting International Business Machines

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

• Positive Sentiment: CEO Arvind Krishna said the regulatory environment is “much friendlier” for M&A, citing a recent acquisition completed in under four months — a sign IBM may be able to execute faster bolt‑on deals to accelerate growth. IBM CEO: Regulatory environment much friendlier for M&A deals now
• Positive Sentiment: IBM partnered with ElevenLabs to add premium TTS/STT to watsonx Orchestrate, strengthening its agentic AI voice capabilities for enterprises — a direct product enhancement that can drive larger enterprise deals. Enterprise AI Finds its Voice: ElevenLabs and IBM Bring Premium Voice Capabilities to Agentic AI
• Positive Sentiment: BofA reiterated a Buy and $340 price target after meeting CEO Arvind Krishna, providing notable sell‑side endorsement for IBM’s agentic AI strategy. BofA Reaffirms Buy on IBM Stock Amid Agentic AI Expansion
• Positive Sentiment: High‑visibility deployments — new watsonx features for the Masters Tournament (Vault Search, Hole Insights) — showcase IBM’s models and orchestration in a consumer-facing setting, helping adoption and marketing. Can IBM’s AI Innovation for the Masters Tournament Benefit Its Shares?
• Neutral Sentiment: Brokerage consensus shows a “Moderate Buy” rating mix — supportive but not uniformly bullish, reflecting some analyst caution. International Business Machines Corporation (NYSE:IBM) Receives Consensus Rating of “Moderate Buy” from Brokerages
• Neutral Sentiment: New single‑stock leveraged ETFs tied to IBM could increase trading volume and short‑term volatility without changing fundamentals. Tradr Set to Launch Leveraged ETFs on AMZN, AAOI, HL and IBM
• Neutral Sentiment: Coverage and roundups highlighting IBM among top integration and enterprise AI toolsets reinforce its product footprint but have ambiguous near‑term stock impact. Top Integration Tools in 2026: iPaaS, MuleSoft & IBM Solutions
• Negative Sentiment: Broader tech selling pressured benchmarks (even the Dow), a reminder IBM can be affected by sector flows despite company‑specific positives. Dow Wavers. It’s Getting Hit by Tech Now, Too.
• Negative Sentiment: Some analysts and pieces question whether IBM can sustain tech‑market leadership and adapt quickly enough — coverage urging caution and “buy the dip” debate may limit momentum. Should You Buy IBM Stock on the Dip?
• Negative Sentiment: Analyst notes on partner Kyndryl’s uncertain outlook and evolving IBM relationship introduce execution risk in that channel. Kyndryl: Limited Near-Term Upside Amid Uncertain Growth Outlook and Evolving IBM Partnership

Analysts Set New Price Targets

A number of equities analysts have commented on IBM shares. Wall Street Zen lowered International Business Machines from a “buy” rating to a “hold” rating in a research note on Sunday, January 11th. Erste Group Bank lowered shares of International Business Machines from a “buy” rating to a “hold” rating in a report on Wednesday, February 18th. Jefferies Financial Group reaffirmed a “buy” rating on shares of International Business Machines in a report on Monday, February 23rd. Oppenheimer set a $380.00 price target on shares of International Business Machines and gave the stock an “outperform” rating in a research report on Thursday, January 29th. Finally, Wedbush restated an “outperform” rating and set a $340.00 price objective on shares of International Business Machines in a research report on Tuesday, February 24th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and eight have given a Hold rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $314.60.

Institutional Inflows and Outflows

A number of large investors have recently made changes to their positions in IBM. Brighton Jones LLC lifted its stake in International Business Machines by 12.4% in the 4th quarter. Brighton Jones LLC now owns 21,011 shares of the technology company’s stock worth $4,619,000 after purchasing an additional 2,323 shares in the last quarter. Sivia Capital Partners LLC increased its holdings in shares of International Business Machines by 10.6% in the second quarter. Sivia Capital Partners LLC now owns 1,938 shares of the technology company’s stock worth $571,000 after buying an additional 186 shares during the period. Vestmark Advisory Solutions Inc. lifted its position in International Business Machines by 65.7% in the second quarter. Vestmark Advisory Solutions Inc. now owns 1,501 shares of the technology company’s stock valued at $443,000 after purchasing an additional 595 shares during the last quarter. Los Angeles Capital Management LLC raised its holdings in International Business Machines by 5.1% during the 2nd quarter. Los Angeles Capital Management LLC now owns 4,750 shares of the technology company’s stock valued at $1,400,000 after buying an additional 231 shares during the last quarter. Finally, Advyzon Investment Management LLC boosted its holdings in shares of International Business Machines by 3.4% during the second quarter. Advyzon Investment Management LLC now owns 1,472 shares of the technology company’s stock worth $434,000 after purchasing an additional 48 shares during the period. 58.96% of the stock is owned by institutional investors.

Insider Buying and Selling at International Business Machines

In related news, Director Michael Miebach bought 434 shares of the company’s stock in a transaction dated Wednesday, February 25th. The stock was purchased at an average cost of $233.33 per share, with a total value of $101,265.22. Following the transaction, the director owned 434 shares in the company, valued at approximately $101,265.22. This trade represents a ∞ increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director David N. Farr acquired 1,000 shares of the stock in a transaction on Friday, January 30th. The stock was bought at an average price of $304.00 per share, with a total value of $304,000.00. Following the completion of the acquisition, the director directly owned 9,258 shares of the company’s stock, valued at $2,814,432. This trade represents a 12.11% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. In the last quarter, insiders purchased 1,484 shares of company stock worth $417,157. 0.27% of the stock is currently owned by company 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.