Townsquare Capital LLC Sells 6,346 Shares of International Business Machines Corporation $IBM

Townsquare Capital LLC cut its position in International Business Machines Corporation (NYSE:IBM) by 31.0% in the 3rd quarter, HoldingsChannel.com reports. The institutional investor owned 14,155 shares of the technology company’s stock after selling 6,346 shares during the quarter. Townsquare Capital LLC’s holdings in International Business Machines were worth $3,994,000 as of its most recent SEC filing.

Several other institutional investors have also recently bought and sold shares of IBM. Brighton Jones LLC grew its holdings in International Business Machines by 12.4% during the fourth quarter. Brighton Jones LLC now owns 21,011 shares of the technology company’s stock worth $4,619,000 after buying an additional 2,323 shares in the last quarter. Trinity Legacy Partners LLC purchased a new stake in shares of International Business Machines in the second quarter valued at about $203,000. Sivia Capital Partners LLC lifted its position in shares of International Business Machines by 10.6% during the second quarter. Sivia Capital Partners LLC now owns 1,938 shares of the technology company’s stock valued at $571,000 after purchasing an additional 186 shares in the last quarter. Impact Capital Partners LLC grew its position in International Business Machines by 12.1% in the 2nd quarter. Impact Capital Partners LLC now owns 1,227 shares of the technology company’s stock worth $362,000 after purchasing an additional 132 shares in the last quarter. Finally, SOA Wealth Advisors LLC. increased its stake in International Business Machines by 17.6% in the 2nd quarter. SOA Wealth Advisors LLC. now owns 3,526 shares of the technology company’s stock valued at $1,039,000 after buying an additional 527 shares during the last quarter. Institutional investors and hedge funds own 58.96% of the company’s stock.

International Business Machines Trading Up 4.9%

Shares of IBM opened at $308.67 on Friday. The company has a debt-to-equity ratio of 1.97, a current ratio of 0.93 and a quick ratio of 0.89. International Business Machines Corporation has a 1-year low of $214.50 and a 1-year high of $324.90. The company has a market capitalization of $288.53 billion, a P/E ratio of 27.68, a P/E/G ratio of 2.85 and a beta of 0.70. The firm’s 50 day simple moving average is $302.67 and its 200 day simple moving average is $282.98.

International Business Machines (NYSE:IBM) last posted its quarterly earnings data on Wednesday, January 28th. The technology company reported $4.52 earnings per share for the quarter, beating the consensus estimate of $4.33 by $0.19. International Business Machines had a net margin of 15.69% and a return on equity of 39.96%. The firm had revenue of $19.69 billion for the quarter, compared to analysts’ expectations of $19.23 billion. During the same quarter last year, the company posted $3.92 EPS. The business’s quarterly revenue was up 12.2% on a year-over-year basis. Sell-side analysts forecast that International Business Machines Corporation will post 10.78 earnings per share for the current fiscal year.

International Business Machines Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 10th will be given a dividend of $1.68 per share. The ex-dividend date is Tuesday, February 10th. This represents a $6.72 annualized dividend and a dividend yield of 2.2%. International Business Machines’s dividend payout ratio is 80.38%.

International Business Machines News Summary

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

• Positive Sentiment: Q4 beat and bullish 2026 outlook — IBM reported Q4 EPS of $4.52 and revenue of $19.69B (up ~12%), driven by double-digit Software and Infrastructure growth; management expects full‑year revenue growth above 5% and rising free cash flow. IBM beats fourth-quarter estimates, forecasts 5% revenue growth in 2026
• Positive Sentiment: After‑hours rally reflects investor enthusiasm for AI momentum — markets reacted strongly after the close to the earnings/guidance beat, lifting the stock in after‑hours trading. Why IBM Stock Is Soaring in After-Hours Trading
• Positive Sentiment: Wall Street backing — Several firms raised targets or reiterated positive views (Evercore ISI raised its target to $345/outperform; JPMorgan raised its target and updated its view as software growth supports the outlook), supporting near‑term upside. JPMorgan Raises IBM Target as Software Growth Drives Q4 Outlook Evercore raises IBM price target
• Positive Sentiment: Dividend affirmed — IBM declared a quarterly dividend of $1.68 per share (record Feb 10, payable Mar 10), which supports income investors and can steady the share base. IBM releases fourth-quarter results (PR Newswire)
• Neutral Sentiment: Confluent acquisition strategy — Analysis of IBM’s $11B Confluent deal highlights strategic positioning in real‑time data streaming for AI; the move could accelerate growth but adds execution and integration risk. Cloud Stocks: Analysis Of IBM’s Confluent Acquisition
• Negative Sentiment: Large bond issuance underway — IBM launched a multi-part euro/dollar bond sale seeking over $7B after earnings; this raises near‑term debt issuance and leverage considerations (IBM already carries significant debt), which investors should monitor. IBM selling four-part euro bond after earnings topped estimates

Analyst Upgrades and Downgrades

A number of research analysts have issued reports on the company. Stifel Nicolaus upped their price objective on International Business Machines from $325.00 to $340.00 and gave the company a “buy” rating in a research note on Thursday. Dbs Bank raised shares of International Business Machines from a “hold” rating to a “moderate buy” rating in a report on Monday, January 19th. Wedbush increased their price objective on International Business Machines from $325.00 to $340.00 and gave the stock an “outperform” rating in a report on Thursday. UBS Group set a $317.00 price target on shares of International Business Machines in a report on Thursday. Finally, Weiss Ratings reaffirmed a “buy (b)” rating on shares of International Business Machines in a research note on Thursday, January 22nd. One investment analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, International Business Machines currently has an average rating of “Moderate Buy” and a consensus target price of $327.93.

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.