Vestmark Advisory Solutions Inc. Increases Stake in International Business Machines Corporation $IBM

Vestmark Advisory Solutions Inc. increased its stake in International Business Machines Corporation (NYSE:IBM) by 413.7% during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 7,710 shares of the technology company’s stock after acquiring an additional 6,209 shares during the period. Vestmark Advisory Solutions Inc.’s holdings in International Business Machines were worth $2,176,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently bought and sold shares of IBM. Winnow Wealth LLC acquired a new stake in shares of International Business Machines during the 2nd quarter worth $27,000. Mountain Hill Investment Partners Corp. purchased a new stake in International Business Machines during the third quarter valued at about $28,000. Trifecta Capital Advisors LLC grew its position in International Business Machines by 129.1% during the third quarter. Trifecta Capital Advisors LLC now owns 126 shares of the technology company’s stock valued at $36,000 after acquiring an additional 71 shares during the period. Legacy Wealth Managment LLC ID increased its stake 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 acquiring an additional 48 shares during the last quarter. Finally, Davis Capital Management purchased a new position in shares of International Business Machines in the 3rd quarter worth about $54,000. Institutional investors and hedge funds own 58.96% of the company’s stock.

Insider Buying and Selling

In other International Business Machines news, Director David N. Farr acquired 1,000 shares of the stock in a transaction on Friday, January 30th. The stock was purchased at an average price of $304.00 per share, for a total transaction of $304,000.00. Following the purchase, the director directly owned 9,258 shares in the company, valued at $2,814,432. This trade represents a 12.11% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Corporate insiders own 0.18% of the company’s stock.

International Business Machines Trading Up 2.7%

NYSE IBM opened at $229.34 on Wednesday. The stock has a market cap of $214.37 billion, a P/E ratio of 20.57, a PEG ratio of 2.24 and a beta of 0.69. The company’s fifty day simple moving average is $290.87 and its 200-day simple moving average is $284.17. 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.

International Business Machines (NYSE:IBM) last released its quarterly earnings results on Wednesday, January 28th. The technology company reported $4.52 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.33 by $0.19. The firm had revenue of $19.69 billion for the quarter, compared to the consensus estimate of $19.23 billion. International Business Machines had a net margin of 15.69% and a return on equity of 38.15%. The firm’s quarterly revenue was up 12.2% on a year-over-year basis. During the same quarter in the previous year, the firm posted $3.92 EPS. Equities research analysts predict that International Business Machines Corporation will post 10.78 EPS for the current fiscal year.

International Business Machines Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Tuesday, February 10th will be issued a $1.68 dividend. The ex-dividend date of this dividend is Tuesday, February 10th. This represents a $6.72 dividend on an annualized basis and a yield of 2.9%. International Business Machines’s dividend payout ratio is currently 60.27%.

Wall Street Analyst Weigh In

A number of brokerages have recently issued reports on IBM. Morgan Stanley set a $304.00 target price on International Business Machines in a report on Thursday, January 29th. Dbs Bank upgraded shares of International Business Machines from a “hold” rating to a “moderate buy” rating in a research note on Monday, January 19th. Wall Street Zen lowered shares of International Business Machines from a “buy” rating to a “hold” rating in a research report on Sunday, January 11th. Argus set a $360.00 target price on shares of International Business Machines in a report on Friday, January 30th. Finally, Stifel Nicolaus increased their price target on International Business Machines from $325.00 to $340.00 and gave the company a “buy” rating in a report on Thursday, January 29th. One research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating, seven have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $330.07.

Key Stories Impacting International Business Machines

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

• Positive Sentiment: Analysts say the Feb. 23 sell‑off was overdone and are calling this a buying opportunity — firms including Wedbush and Evercore highlighted IBM’s durable mainframe position and encouraged investors to buy the dip. IBM’s Steep Drop on AI Fears May Be an Overreaction
• Positive Sentiment: Strong fundamentals: IBM recently beat Q4 estimates, generated record free cash flow and has a large, recurring hybrid‑cloud/AI services book — factors analysts cite to justify the rebound. IBM’s Steep Drop on AI Fears May Be an Overreaction
• Positive Sentiment: IBM is pushing into adjacent enterprise demand areas: it opened an AI GovTech Innovation Center and continues partnerships (e.g., Deepgram) that expand watsonx and hybrid cloud reach — supportive for services and software revenue. IBM Opens New Center to Help Governments Use AI
• Positive Sentiment: Security/revenue angle: IBM’s 2026 X‑Force Threat Index highlights AI‑accelerated cyberattacks — a market signal that can increase demand for IBM’s security services and managed offerings. IBM Threat Index Report: AI is Speeding Up Cyberattacks, IBM Cautions Canadian Organizations
• Neutral Sentiment: Macro and market context: broader tech sector swings and a Nasdaq rebound (after other AI/chip news) helped stabilize sentiment today — IBM’s move is part stock‑specific, part market recovery. Nasdaq Bounces Back After AMD-Meta Deal on AI Chips
• Negative Sentiment: Primary near‑term risk — Anthropic’s Claude Code announced COBOL modernization capabilities, sparking fears the automation could undercut IBM’s mainframe/consulting revenue and triggering a ~13% one‑day plunge that erased billions in market value. That announcement remains the biggest driver of recent volatility. IBM is the latest AI casualty. Shares are tanking on Anthropic programming language threat
• Negative Sentiment: Heightened volatility and contagion risk — the Anthropic story triggered sector‑wide selling and pushed IBM toward its worst single‑day drop in 25+ years; lingering uncertainty about how fast legacy workloads can be automated keeps downside risk elevated. IBM’s stock heads for worst month in 34 years — and Anthropic is partly to blame

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.