International Business Machines Corporation $IBM Stock Position Lessened by MADDEN SECURITIES Corp

MADDEN SECURITIES Corp cut its position in shares of International Business Machines Corporation (NYSE:IBM) by 18.7% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 10,790 shares of the technology company’s stock after selling 2,475 shares during the quarter. MADDEN SECURITIES Corp’s holdings in International Business Machines were worth $2,373,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Friday Financial raised its stake in shares of International Business Machines by 1.9% during the second quarter. Friday Financial now owns 1,903 shares of the technology company’s stock worth $583,000 after acquiring an additional 35 shares in the last quarter. Trinity Wealth Management LLC lifted its holdings in shares of International Business Machines by 2.3% in the 2nd quarter. Trinity Wealth Management LLC now owns 1,695 shares of the technology company’s stock worth $477,000 after acquiring an additional 38 shares during the last quarter. Pettinga Financial Advisors LLC lifted its holdings in shares of International Business Machines by 3.6% in the 2nd quarter. Pettinga Financial Advisors LLC now owns 1,090 shares of the technology company’s stock worth $307,000 after acquiring an additional 38 shares during the last quarter. HHM Wealth Advisors LLC boosted its stake in shares of International Business Machines by 4.6% in the 2nd quarter. HHM Wealth Advisors LLC now owns 928 shares of the technology company’s stock valued at $261,000 after purchasing an additional 41 shares in the last quarter. Finally, Basecamp Wealth Advisors LLC boosted its stake in shares of International Business Machines by 2.8% in the 1st quarter. Basecamp Wealth Advisors LLC now owns 1,598 shares of the technology company’s stock valued at $387,000 after purchasing an additional 44 shares in the last quarter. 58.96% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other International Business Machines news, SVP Robert Thomas sold 25,000 shares of the business’s stock in a transaction dated 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 transaction, the senior vice president owned 47,800 shares in the company, valued at approximately $11,009,296. The trade was a 34.34% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 0.27% of the company’s stock.

Analyst Ratings Changes

Several research firms recently commented on IBM. Bank of America reduced their target price on shares of International Business Machines from $330.00 to $280.00 and set a “buy” rating on the stock in a report on Wednesday, July 15th. UBS Group boosted their price target on shares of International Business Machines from $236.00 to $243.00 and gave the stock a “neutral” rating in a research note on Thursday, October 22nd. HSBC cut their price target on shares of International Business Machines from $175.00 to $174.00 in a research report on Friday, July 24th. Yorkville Ives started coverage on International Business Machines in a research note on Monday, October 5th. They set an “outperform” rating and a $275.00 price objective on the stock. Finally, Morgan Stanley lifted their price objective on International Business Machines from $238.00 to $240.00 and gave the stock an “equal weight” rating in a report on Thursday, October 22nd. Twenty analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and two have assigned a Sell rating to the stock. According to data from MarketBeat, International Business Machines has a consensus rating of “Moderate Buy” and a consensus target price of $266.12.

International Business Machines Price Performance

NYSE:IBM opened at $250.19 on Wednesday. International Business Machines Corporation has a fifty-two week low of $199.19 and a fifty-two week high of $332.46. The business has a 50 day moving average price of $233.86 and a 200-day moving average price of $250.68.

International Business Machines (NYSE:IBM) last posted its quarterly earnings results on Wednesday, October 21st. The technology company reported $2.95 EPS for the quarter, beating analysts’ consensus estimates of $2.85 by $0.10. The firm had revenue of $17.10 billion for the quarter, compared to the consensus estimate of $16.82 billion. The company’s quarterly revenue was up 4.7% compared to the same quarter last year. During the same quarter in the prior year, the company earned $2.65 earnings per share. As a group, research analysts forecast that International Business Machines Corporation will post 12.41 earnings per share for the current year.

International Business Machines Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, December 10th. Shareholders 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 dividend on an annualized basis and a dividend yield of 2.7%.

Key Stories Impacting International Business Machines

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

• Positive Sentiment: IBM expects free cash flow to increase by more than $1 billion in 2026, a potentially important catalyst for dividends, debt reduction, and shareholder returns. A $1 Billion Reason to Consider Buying the IBM Stock Dip
• Positive Sentiment: IBM introduced identity, access-control, and monitoring capabilities for enterprise AI agents. The offering addresses growing concerns about security, accountability, and governance as companies deploy autonomous software, potentially strengthening IBM’s hybrid-cloud and enterprise-AI positioning. IBM Introduces Identity and Control for AI Agents
• Positive Sentiment: Analysts and commentators continue to identify IBM’s quantum-computing research as a potential longer-term growth catalyst, while its software business and hybrid-cloud strategy provide the current operating foundation. IBM Continues to Plug Along, but Its Quantum Computing Bet Could Be the Real Catalyst
• Neutral Sentiment: IBM HashiCorp’s Terraform Self-Managed platform was validated for interoperability with Cohesity Data Cloud, improving cloud-application recovery after cyberattacks. The announcement supports IBM’s ecosystem but did not disclose a material financial commitment. Cohesity Data Cloud and IBM Terraform Interoperability
• Neutral Sentiment: IBM is listed among vendors serving the projected 20.2% compound-growth market for AI-driven drug-safety platforms, but the report does not announce a new IBM contract or revenue forecast. AI-Driven Drug Safety and Pharmacovigilance Platforms Market Report
• Negative Sentiment: IBM underperformed its competitors during the latest session, reflecting weaker relative investor demand despite its AI-related announcements. IBM Stock Underperforms Competitors
• Negative Sentiment: Susquehanna maintained a “Hold” rating, suggesting limited conviction that IBM’s current valuation and growth profile justify more bullish positioning. Susquehanna Remains a Hold on IBM

International Business Machines Profile

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.