International Business Machines (NYSE:IBM) Stock Acquired Rep. Gilbert Ray Cisneros, Jr.

Representative Gilbert Ray Cisneros, Jr. (Democratic-California) recently bought shares of International Business Machines Corporation (NYSE:IBM). In a filing disclosed on May 08th, the Representative disclosed that they had bought between $15,001 and $50,000 in International Business Machines stock on April 14th.

Representative Gilbert Ray Cisneros, Jr. also recently made the following trade(s):

• Purchased $1,001 – $15,000 in shares of Revvity (NYSE:RVTY) on 5/1/2026.
• Sold $1,001 – $15,000 in shares of Flex (NASDAQ:FLEX) on 5/1/2026.
• Purchased $1,001 – $15,000 in shares of LPL Financial (NASDAQ:LPLA) on 5/1/2026.
• Purchased $1,001 – $15,000 in shares of FirstService (NASDAQ:FSV) on 5/1/2026.
• Sold $1,001 – $15,000 in shares of SS&C Technologies (NASDAQ:SSNC) on 5/1/2026.
• Purchased $1,001 – $15,000 in shares of Wayfair (NYSE:W) on 5/1/2026.
• Purchased $1,001 – $15,000 in shares of STERIS (NYSE:STE) on 5/1/2026.
• Purchased $1,001 – $15,000 in shares of DoorDash (NASDAQ:DASH) on 5/1/2026.
• Purchased $1,001 – $15,000 in shares of Sensata Technologies (NYSE:ST) on 5/1/2026.
• Purchased $1,001 – $15,000 in shares of Veralto (NYSE:VLTO) on 5/1/2026.

International Business Machines Stock Performance

Shares of International Business Machines stock traded down $3.89 on Tuesday, reaching $219.66. 6,025,753 shares of the stock were exchanged, compared to its average volume of 5,957,162. The firm has a market capitalization of $206.46 billion, a PE ratio of 19.42, a PEG ratio of 2.38 and a beta of 0.58. International Business Machines Corporation has a 1-year low of $219.22 and a 1-year high of $324.90. The business has a fifty day moving average price of $242.51 and a two-hundred day moving average price of $277.03. The company has a current ratio of 0.80, a quick ratio of 0.76 and a debt-to-equity ratio of 1.75.

International Business Machines (NYSE:IBM) last announced its quarterly earnings data on Wednesday, April 22nd. The technology company reported $1.91 earnings per share for the quarter, beating analysts’ consensus estimates of $1.81 by $0.10. International Business Machines had a return on equity of 37.23% and a net margin of 15.61%.The company had revenue of $15.92 billion for the quarter, compared to analyst estimates of $15.60 billion. During the same quarter in the previous year, the company earned $1.60 EPS. The firm’s revenue for the quarter was up 9.5% compared to the same quarter last year. As a group, research analysts anticipate that International Business Machines Corporation will post 12.4 earnings per share for the current fiscal year.

International Business Machines Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Wednesday, June 10th. Stockholders of record on Friday, May 8th will be issued a $1.69 dividend. The ex-dividend date of this dividend is Friday, May 8th. This is a positive change from International Business Machines’s previous quarterly dividend of $1.68. This represents a $6.76 annualized dividend and a dividend yield of 3.1%. International Business Machines’s payout ratio is presently 59.77%.

Wall Street Analysts Forecast Growth

Several analysts have recently commented on the company. Wedbush reissued an “outperform” rating and issued a $320.00 price target on shares of International Business Machines in a report on Wednesday, May 6th. BMO Capital Markets cut their price objective on International Business Machines from $290.00 to $270.00 and set a “market perform” rating for the company in a research report on Thursday, April 23rd. Oppenheimer reduced their target price on International Business Machines from $380.00 to $320.00 and set an “outperform” rating for the company in a report on Thursday, April 16th. Morgan Stanley upped their price target on shares of International Business Machines from $215.00 to $225.00 and gave the stock an “equal weight” rating in a research note on Thursday, April 23rd. Finally, Jefferies Financial Group cut their price target on shares of International Business Machines from $370.00 to $320.00 and set a “buy” rating for the company in a report on Monday, April 20th. One analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and seven have issued a Hold rating to the company. According to data from MarketBeat.com, International Business Machines currently has a consensus rating of “Moderate Buy” and a consensus price target of $294.41.

Institutional Trading of International Business Machines

A number of institutional investors have recently bought and sold shares of IBM. CVA Family Office LLC increased its holdings in International Business Machines by 1.4% during the 4th quarter. CVA Family Office LLC now owns 2,389 shares of the technology company’s stock valued at $708,000 after acquiring an additional 33 shares in the last quarter. Foster Group Inc. raised its position in shares of International Business Machines by 1.3% during the 4th quarter. Foster Group Inc. now owns 2,507 shares of the technology company’s stock worth $742,000 after purchasing an additional 33 shares during the last quarter. New Covenant Trust Company N.A. lifted its stake in International Business Machines by 3.8% in the 4th quarter. New Covenant Trust Company N.A. now owns 905 shares of the technology company’s stock valued at $264,000 after buying an additional 33 shares in the last quarter. McGowan Group Asset Management Inc. grew its holdings in International Business Machines by 1.2% during the 4th quarter. McGowan Group Asset Management Inc. now owns 2,693 shares of the technology company’s stock valued at $798,000 after buying an additional 33 shares during the last quarter. Finally, CFS Investment Advisory Services LLC increased its position in International Business Machines by 0.4% during the third quarter. CFS Investment Advisory Services LLC now owns 9,359 shares of the technology company’s stock worth $2,878,000 after buying an additional 34 shares in the last quarter. 58.96% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity

In related news, Director Michael Miebach acquired 434 shares of the firm’s stock in a transaction that occurred on Wednesday, February 25th. The shares were acquired 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 in the company, valued at approximately $101,265.22. The trade was a ∞ increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.27% of the stock is owned by corporate insiders.

Key Stories Impacting International Business Machines

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

• Positive Sentiment: Jefferies said IBM is well positioned to accelerate software growth and capitalize on enterprise AI demand, pointing to a strong pipeline and underappreciated AI exposure. IBM well-positioned to benefit from enterprise AI demand
• Positive Sentiment: IBM launched new Red Hat AI and virtualization managed services on IBM Cloud, which could support cloud adoption and deepen enterprise AI usage. IBM Announces Red Hat AI Inference and Red Hat OpenShift Virtualization Service on IBM Cloud
• Positive Sentiment: Analysts and market commentary continue to frame IBM as a relatively attractive AI tech name thanks to hybrid-cloud demand, watsonx upgrades, and steady cash generation. IBM vs. Qualcomm: Which AI Tech Stock is the Better Buy Now?
• Neutral Sentiment: Additional commentary asked why IBM remains in focus after its earnings beat, suggesting investors are still weighing execution on the AI/software pivot against broader stock weakness. IBM Beats Earnings Expectations—So Why Is The Stock Still Sliding And Momentum Collapsing?
• Negative Sentiment: IBM is also facing a lawsuit alleging racially discriminatory layoffs involving Black executives, which could add governance and reputational risk. IBM Lawsuit Over Black Executive Layoffs Tests Governance And ESG Story

About Representative Cisneros

Gil Cisneros (Democratic Party) is a member of the U.S. House, representing California’s 31st Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Cisneros (Democratic Party) is running for re-election to the U.S. House to represent California’s 31st Congressional District. He declared candidacy for the 2026 election.

Gil Cisneros served in the U.S. Navy as a supply officer from 1994 to 2004. Cisneros earned a bachelor’s degree in political science from George Washington University in 1994, a master’s in business administration from Regis University in 2002, and a master’s degree in urban education policy from Brown University in 2015. His career experience includes working as a logistics manager for Frito-Lay. In 2010, Cisneros won the lottery and became involved in activism and philanthropy, founding a scholarship program for local high school students. In 2021, President Joe Biden (D) appointed Cisneros as under secretary of defense for personnel and readiness.

About International Business Machines

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.