International Business Machines (NYSE:IBM) Shares Unloaded Rep. Josh Gottheimer

Representative Josh Gottheimer (Democratic-New Jersey) recently sold shares of International Business Machines Corporation (NYSE:IBM). In a filing disclosed on May 19th, the Representative disclosed that they had sold between $1,001 and $15,000 in International Business Machines stock on April 24th. The trade occurred in the Representative’s “MORGAN STANLEY – SELECT UMA ACCOUNT # 1” account.

Representative Josh Gottheimer also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of 3M (NYSE:MMM) on 4/28/2026.
• Purchased $1,001 – $15,000 in shares of Advanced Micro Devices (NASDAQ:AMD) on 4/27/2026.
• Sold $1,001 – $15,000 in shares of ServiceNow (NYSE:NOW) on 4/24/2026.
• Purchased $1,001 – $15,000 in shares of Advanced Micro Devices (NASDAQ:AMD) on 4/23/2026.
• Purchased $1,001 – $15,000 in shares of The Goldman Sachs Group (NYSE:GS) on 4/16/2026.
• Purchased $1,001 – $15,000 in shares of Freeport-McMoRan (NYSE:FCX) on 4/15/2026.
• Sold $1,001 – $15,000 in shares of HDFC Bank (NYSE:HDB) on 4/13/2026.
• Purchased $1,001 – $15,000 in shares of Intapp (NASDAQ:INTA) on 4/13/2026.
• Sold $15,001 – $50,000 in shares of Tractor Supply (NASDAQ:TSCO) on 4/9/2026.
• Sold $15,001 – $50,000 in shares of Home Depot (NYSE:HD) on 4/9/2026.

International Business Machines Stock Up 1.1%

International Business Machines stock opened at $224.71 on Thursday. International Business Machines Corporation has a 1-year low of $212.34 and a 1-year high of $324.90. The business has a fifty day moving average price of $238.52 and a 200-day moving average price of $272.95. The company has a debt-to-equity ratio of 1.75, a current ratio of 0.80 and a quick ratio of 0.76. The stock has a market capitalization of $211.20 billion, a price-to-earnings ratio of 19.87, a PEG ratio of 2.30 and a beta of 0.58.

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

International Business Machines Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, June 10th. Stockholders of record on Friday, May 8th will be issued a dividend of $1.69 per share. The ex-dividend date is Friday, May 8th. This represents a $6.76 annualized dividend and a dividend yield of 3.0%. This is a boost from International Business Machines’s previous quarterly dividend of $1.68. International Business Machines’s dividend payout ratio (DPR) is currently 59.77%.

Insider Activity at International Business Machines

In related news, Director Michael Miebach bought 434 shares of the company’s stock in a transaction that occurred on Wednesday, February 25th. The shares were purchased at an average cost of $233.33 per share, with a total value of $101,265.22. Following the completion of the acquisition, 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 document filed with the Securities & Exchange Commission, which is accessible through this link. 0.27% of the stock is owned by insiders.

Hedge Funds Weigh In On International Business Machines

A number of institutional investors have recently bought and sold shares of IBM. CVA Family Office LLC raised its holdings in shares of International Business Machines by 1.4% during the fourth quarter. CVA Family Office LLC now owns 2,389 shares of the technology company’s stock worth $708,000 after purchasing an additional 33 shares during the last quarter. Foster Group Inc. grew its position in 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 period. New Covenant Trust Company N.A. raised its stake in shares of International Business Machines by 3.8% during 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 during the last quarter. McGowan Group Asset Management Inc. raised its stake in shares of 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 lifted its holdings in shares of International Business Machines by 0.4% in the 3rd quarter. CFS Investment Advisory Services LLC now owns 9,359 shares of the technology company’s stock valued at $2,878,000 after buying an additional 34 shares during the period. 58.96% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about International Business Machines

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

• Positive Sentiment: IBM and the U.S. Department of Commerce announced plans for America’s first purpose-built quantum foundry, backed by a proposed $1 billion CHIPS award. The move strengthens IBM’s leadership in quantum computing and could create a long-term growth catalyst. Article: IBM and U.S. Department of Commerce Announce America’s First Purpose-Built Quantum Foundry, Supported by Proposed $1 Billion CHIPS Award
• Positive Sentiment: IBM expanded its AI cybersecurity portfolio, adding autonomous security features, Red Hat integration, and broader threat-detection tools. Investors may view this as evidence that IBM is monetizing AI demand in enterprise security. Article: IBM Expands AI Security With Anthropic Partnership And Open Source Focus
• Positive Sentiment: IBM also highlighted its AI-driven growth momentum in recent earnings-call coverage, reinforcing the idea that its software and consulting businesses are benefiting from enterprise AI adoption. Article: IBM Earnings Call Highlights AI-Driven Growth Momentum
• Neutral Sentiment: IBM is being discussed widely in market commentary and “what’s going on with IBM stock” articles, which suggests traders are watching for a catalyst, but these pieces do not add much new fundamental information. Article: What’s going on with IBM stock today?
• Neutral Sentiment: IBM’s broader cloud and ecosystem efforts continue, including the Oracle partnership and various consulting/security initiatives, but these are incremental rather than immediate stock-moving developments. Article: Oracle IBM AI Cloud Alliance And What It Might Mean For ORCL Valuation
• Negative Sentiment: Despite strong AI and earnings-related headlines, market coverage also notes IBM’s weak technical momentum and recent share-price weakness, which may be weighing on sentiment even after the company’s positive announcements. Article: What’s Going On With IBM Stock Today?

Analysts Set New Price Targets

A number of analysts recently commented on IBM shares. Argus set a $360.00 target price on shares of International Business Machines in a research note on Friday, January 30th. JPMorgan Chase & Co. lowered their price objective on shares of International Business Machines from $317.00 to $283.00 and set a “neutral” rating for the company in a research note on Wednesday, March 18th. Royal Bank Of Canada dropped their price objective on shares of International Business Machines from $330.00 to $300.00 and set an “outperform” rating on the stock in a report on Wednesday, May 6th. Citigroup assumed coverage on International Business Machines in a research report on Friday, April 10th. They issued a “buy” rating and a $285.00 target price on the stock. Finally, Wedbush restated an “outperform” rating and issued a $320.00 target price on shares of International Business Machines in a research note on Wednesday, May 6th. One research analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and seven have given a Hold rating to the stock. According to MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $294.41.

About Representative Gottheimer

Josh Gottheimer (Democratic Party) is a member of the U.S. House, representing New Jersey’s 5th Congressional District. He assumed office on January 3, 2017. His current term ends on January 3, 2027.

Gottheimer (Democratic Party) is running for re-election to the U.S. House to represent New Jersey’s 5th Congressional District. He declared candidacy for the 2026 election.

Gottheimer is also running for election for Governor of New Jersey. He declared candidacy for the Democratic primary scheduled on June 10, 2025.

Gottheimer attended the University of Pennsylvania for his undergraduate degree. He became a Thouron Fellow at Oxford and attended Harvard Law School. Gottheimer worked as a speech writer under former President Bill Clinton (D), assisting with two State of the Union addresses, among other projects. Before running for Congress, he worked for Microsoft as a general manager for corporate strategy.

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.