International Business Machines Corporation $IBM Position Boosted by Richard C. Young & CO. LTD.

Richard C. Young & CO. LTD. lifted its holdings in International Business Machines Corporation (NYSE:IBM) by 11.6% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 72,094 shares of the technology company’s stock after purchasing an additional 7,511 shares during the period. International Business Machines comprises 1.9% of Richard C. Young & CO. LTD.’s holdings, making the stock its 20th biggest holding. Richard C. Young & CO. LTD.’s holdings in International Business Machines were worth $20,342,000 as of its most recent SEC filing.

Other large investors have also recently added to or reduced their stakes in the company. Mattson Financial Services LLC acquired a new stake in shares of International Business Machines during the 3rd quarter worth about $852,000. Vise Technologies Inc. bought a new position in International Business Machines in the 2nd quarter worth approximately $16,565,000. Vanguard Group Inc. raised its position in shares of International Business Machines by 2.1% during the second quarter. Vanguard Group Inc. now owns 95,051,475 shares of the technology company’s stock worth $28,019,274,000 after acquiring an additional 1,913,708 shares during the last quarter. Thames Capital Management LLC bought a new stake in International Business Machines during the 2nd quarter worth about $2,710,000. Finally, Waverton Investment Management Ltd lifted its holdings in International Business Machines by 3.3% in the third quarter. Waverton Investment Management Ltd now owns 993,743 shares of the technology company’s stock valued at $280,439,000 after buying an additional 32,072 shares during the period. 58.96% of the stock is currently owned by institutional investors.

Key Headlines Impacting International Business Machines

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

• Positive Sentiment: Won a multi-year contract to modernize in-store pricing across the Defense Commissary Agency and announced a Watsonx integration with Deepgram (voice AI) — concrete revenue and government footprint gains that support IBM’s hybrid-cloud/AI positioning. IBM Expands AI And Government Ties As Shares Trade Below Targets
• Neutral Sentiment: Security Posture Management and semantic-web market reports highlight large, fast-growing addressable markets (multi‑billion forecasts) that could benefit IBM over time, but they don’t change near-term investor sentiment. $53.31 Bn Security Posture Management (SPM) Markets
• Neutral Sentiment: Semantic AI/graph technologies are expanding rapidly, underlining long-term AI/automation demand that plays to IBM’s software and data services, though impact is gradual. Semantic Web Market Research Report 2025-2030
• Negative Sentiment: Multiple outlets report investor alarm after Anthropic’s Claude Code demo showed the ability to modernize legacy COBOL systems — a direct competitive threat to IBM’s mainframe and modernization services, which has pressured the stock recently. IBM Stock Plunges on AI Threat From Anthropic: Time to Rethink?
• Negative Sentiment: Analyst/press commentary and investor concern about AI innovation rattling confidence adds downward pressure and volatility; several write-ups frame IBM as lagging newer AI entrants. IBM Shares Face Pressure as AI Innovation Rattles Investor Confidence
• Negative Sentiment: Market commentary and op-eds warning of systemic AI risk and rapid disruption are amplifying selling during volatile sessions even if their direct impact on IBM’s fundamentals is indirect. If IBM Can Drop 13% In A Day, What Does This Say About These Market Conditions?

Insiders Place Their Bets

In other news, Director Michael Miebach acquired 434 shares of International Business Machines stock in a transaction on Wednesday, February 25th. The shares were purchased at an average cost of $233.33 per share, for a total transaction 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 represents a ∞ increase in their position. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, Director David N. Farr purchased 1,000 shares of the business’s stock in a transaction dated Friday, January 30th. The shares were purchased at an average cost of $304.00 per share, with a total value of $304,000.00. Following the acquisition, the director owned 9,258 shares in the company, valued at $2,814,432. This trade represents a 12.11% increase in their position. The disclosure for this purchase is available in the SEC filing. Over the last quarter, insiders have bought 1,484 shares of company stock valued at $417,157. Corporate insiders own 0.18% of the company’s stock.

International Business Machines Stock Performance

Shares of NYSE IBM opened at $245.49 on Wednesday. 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 cap of $230.28 billion, a price-to-earnings ratio of 22.02, a P/E/G ratio of 2.40 and a beta of 0.73. The stock’s fifty day moving average price is $284.72 and its two-hundred day moving average price is $284.29. International Business Machines Corporation has a one year low of $214.50 and a one year high of $324.90.

International Business Machines (NYSE:IBM) last announced its earnings results on Wednesday, January 28th. The technology company reported $4.52 earnings per share (EPS) for the quarter, beating 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 during the quarter, compared to analysts’ expectations of $19.23 billion. During the same quarter in the previous year, the business posted $3.92 earnings per share. International Business Machines’s quarterly revenue was up 12.2% on a year-over-year basis. On average, equities analysts forecast that International Business Machines Corporation will post 10.78 EPS for the current year.

International Business Machines Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders 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 annualized dividend and a yield of 2.7%. International Business Machines’s payout ratio is currently 60.27%.

Analyst Ratings Changes

Several equities analysts have weighed in on IBM shares. Argus set a $360.00 target price on International Business Machines in a research note on Friday, January 30th. JPMorgan Chase & Co. upped their target price on shares of International Business Machines from $312.00 to $317.00 and gave the stock a “neutral” rating in a research note on Thursday, January 29th. Bank of America raised their price target on shares of International Business Machines from $315.00 to $335.00 and gave the stock a “buy” rating in a research note on Tuesday, January 13th. Erste Group Bank downgraded shares of International Business Machines from a “buy” rating to a “hold” rating in a research note on Wednesday, February 18th. Finally, Royal Bank Of Canada set a $361.00 target price on shares of International Business Machines in a research note on Thursday, January 29th. One investment analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and eight have given a Hold rating to the stock. According to MarketBeat.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $320.87.

International Business Machines 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.