International Business Machines Corporation $IBM Stock: Parcion Private Wealth LLC Boosts Position

Parcion Private Wealth LLC raised its holdings in International Business Machines Corporation (NYSE:IBM) by 23.0% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 11,954 shares of the technology company’s stock after purchasing an additional 2,239 shares during the period. Parcion Private Wealth LLC’s holdings in International Business Machines were worth $2,629,000 as of its most recent SEC filing.

A number of other institutional investors also recently made changes to their positions in IBM. BlackRock Inc. bought a new position in International Business Machines during the second quarter worth $21,586,659,000. Bank of America Corp DE bought a new stake in International Business Machines during the second quarter valued at $4,214,868,000. Bank of New York Mellon Corp bought a new stake in International Business Machines during the second quarter valued at $2,606,782,000. Legal & General Group Plc bought a new stake in International Business Machines during the second quarter valued at $1,874,733,000. Finally, Wellington Management Group LLP raised its holdings in shares of International Business Machines by 2,362.2% during the second quarter. Wellington Management Group LLP now owns 6,549,393 shares of the technology company’s stock worth $1,841,755,000 after purchasing an additional 6,283,395 shares during the period. 58.96% of the stock is owned by institutional investors and hedge funds.

Insider Transactions at International Business Machines

In other International Business Machines news, SVP Robert Thomas sold 25,000 shares of the firm’s stock in a transaction that occurred on Wednesday, August 26th. The shares were sold at an average price of $230.32, for a total value of $5,758,000.00. Following the sale, the senior vice president owned 47,800 shares in the company, valued at approximately $11,009,296. This trade represents a 34.34% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. 0.27% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

IBM has been the topic of a number of recent research reports. HSBC reduced their price target on shares of International Business Machines from $175.00 to $174.00 in a research report on Friday, July 24th. Citic Securities boosted their price objective on shares of International Business Machines from $294.00 to $297.00 and gave the company a “buy” rating in a research report on Wednesday, July 29th. Stifel Nicolaus boosted their price objective on shares of International Business Machines from $235.00 to $260.00 and gave the company a “buy” rating in a research report on Thursday, October 22nd. The Goldman Sachs Group reiterated a “buy” rating and set a $300.00 price objective on shares of International Business Machines in a research note on Thursday, October 22nd. Finally, Argus cut their target price on shares of International Business Machines from $360.00 to $280.00 and set a “buy” rating on the stock in a report on Thursday, July 16th. Nineteen analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, International Business Machines currently has an average rating of “Moderate Buy” and a consensus price target of $266.12.

More International Business Machines News

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

• Positive Sentiment: IBM introduced new AI-agent security controls that combine HashiCorp Vault, Agent Identity, and watsonx Orchestrate. The tools provide centralized governance, least-privilege access, real-time credential revocation, and sandboxed execution across hybrid-cloud environments, potentially strengthening IBM’s position in enterprise AI security. IBM Debuts AI Agent Security Controls For Hybrid Cloud
• Positive Sentiment: Analysts and commentators highlighted improving momentum in IBM’s software business, including its hybrid-cloud and enterprise infrastructure operations. IBM’s approximately $12 billion in free cash flow may support continued investment and shareholder returns. IBM’s Software Business Is Picking Up Speed
• Neutral Sentiment: Research reports project strong growth in service virtualization, edge computing, configuration-management systems, SMB IT spending, and battery-warranty analytics—markets in which IBM is listed as a participant. The reports indicate long-term addressable-market opportunities but do not represent new contracts or revenue guidance for IBM. Configuration Management Systems Global Strategic Business Report
• Neutral Sentiment: IBM’s opposition to blockchain-based stock trading reflects concerns about tokenized-market structures, but the issue appears unlikely to materially affect near-term financial results. Why Oracle, Intel, and IBM Are Saying No to Blockchain-Based Stock Trading
• Negative Sentiment: Concerns about IBM’s debt load and whether its long record of dividend increases can continue are weighing on the investment case. The stock’s decline during 2026 has made the dividend more attractive, but also highlights balance-sheet and payout sustainability risks. IBM Stock Is Down 13% in 2026. Is Its Dividend Still Safe?

International Business Machines Price Performance

Shares of IBM opened at $257.80 on Friday. International Business Machines Corporation has a 12 month low of $199.19 and a 12 month high of $332.46. The company has a debt-to-equity ratio of 1.57, a current ratio of 0.85 and a quick ratio of 0.80. The stock has a fifty day moving average price of $235.17 and a 200 day moving average price of $249.93. The company has a market cap of $243.65 billion, a P/E ratio of 21.98, a PEG ratio of 2.54 and a beta of 0.73.

International Business Machines (NYSE:IBM) last posted its earnings results on Wednesday, October 21st. The technology company reported $2.95 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $2.85 by $0.10. The company had revenue of $17.10 billion for the quarter, compared to analysts’ expectations of $16.82 billion. International Business Machines had a return on equity of 34.37% and a net margin of 15.99%. The firm’s quarterly revenue was up 4.7% compared to the same quarter last year. During the same period last year, the business posted $2.65 earnings per share. On average, research analysts forecast that International Business Machines Corporation will post 12.41 earnings per share for the current year.

International Business Machines Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Investors of record on Tuesday, November 10th will be given a $1.69 dividend. The ex-dividend date is Tuesday, November 10th. This represents a $6.76 annualized dividend and a yield of 2.6%. International Business Machines’s dividend payout ratio (DPR) is currently 57.63%.

About International Business Machines

International Business Machines Corporation (NYSE:IBM), commonly known as IBM, is a global technology and consulting company that helps organizations modernize their information technology and business operations. Its offerings include hybrid cloud solutions, artificial intelligence software and services, enterprise software, IT infrastructure, cybersecurity, data analytics, and technology consulting.

IBM provides products and services to businesses, governments, and other institutions across industries and regions worldwide.