Trustmark Bank Trust Department Sells 2,834 Shares of International Business Machines Corporation $IBM

Trustmark Bank Trust Department trimmed its position in International Business Machines Corporation (NYSE:IBM) by 3.7% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 74,496 shares of the technology company’s stock after selling 2,834 shares during the quarter. International Business Machines accounts for 1.4% of Trustmark Bank Trust Department’s holdings, making the stock its 15th largest holding. Trustmark Bank Trust Department’s holdings in International Business Machines were worth $21,020,000 at the end of the most recent quarter.

Several other institutional investors have also recently bought and sold shares of IBM. CFS Investment Advisory Services LLC boosted its stake 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 purchasing an additional 34 shares in the last quarter. KPP Advisory Services LLC lifted its stake in shares of International Business Machines by 1.7% in the 3rd quarter. KPP Advisory Services LLC now owns 2,069 shares of the technology company’s stock valued at $584,000 after acquiring an additional 34 shares during the last quarter. Marco Investment Management LLC lifted its stake in shares of International Business Machines by 0.3% in the 3rd quarter. Marco Investment Management LLC now owns 10,774 shares of the technology company’s stock valued at $3,040,000 after acquiring an additional 34 shares during the last quarter. MA Private Wealth boosted its holdings in shares of International Business Machines by 1.5% during the 3rd quarter. MA Private Wealth now owns 2,242 shares of the technology company’s stock valued at $633,000 after acquiring an additional 34 shares in the last quarter. Finally, Thoroughbred Financial Services LLC grew its position in International Business Machines by 0.8% during the 3rd quarter. Thoroughbred Financial Services LLC now owns 4,300 shares of the technology company’s stock worth $1,213,000 after acquiring an additional 35 shares during the last quarter. Institutional investors and hedge funds own 58.96% of the company’s stock.

Insider Activity at International Business Machines

In other news, Director Michael Miebach purchased 434 shares of the business’s stock in a transaction on Wednesday, February 25th. The shares were acquired at an average price of $233.33 per share, for a total transaction of $101,265.22. Following the completion of the acquisition, the director owned 434 shares in the company, valued at approximately $101,265.22. The trade was a ∞ increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director David N. Farr acquired 1,000 shares of the firm’s stock in a transaction dated Friday, January 30th. The shares were purchased at an average price of $304.00 per share, with a total value of $304,000.00. Following the acquisition, the director owned 9,258 shares of the company’s stock, valued at approximately $2,814,432. This represents a 12.11% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. In the last quarter, insiders acquired 1,484 shares of company stock worth $417,157. Corporate insiders own 0.18% of the company’s stock.

Wall Street Analyst Weigh In

A number of brokerages have issued reports on IBM. Royal Bank Of Canada set a $361.00 target price on International Business Machines in a report on Thursday, January 29th. Weiss Ratings reissued a “buy (b)” rating on shares of International Business Machines in a report on Thursday, January 22nd. Morgan Stanley decreased their price target on shares of International Business Machines from $304.00 to $247.00 and set an “equal weight” rating for the company in a research report on Wednesday, February 25th. 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, DZ Bank upgraded shares of International Business Machines to a “hold” rating in a report on Wednesday, February 11th. One analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and eight have given a Hold rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $320.87.

Key International Business Machines News

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

• Positive Sentiment: IBM Research co-led the experimental creation and characterization of a never-before-seen “half‑Möbius” molecule, using a quantum‑computer + supercomputer workflow — a Science publication that showcases IBM’s quantum R&D leadership and the real scientific utility of its quantum stack (positive for long‑term differentiation and IP). IBM Uses Quantum-Supercomputer Combo to Model Newly Discovered Half-Möbius Molecule
• Positive Sentiment: IBM announced a partnership to integrate Deepgram’s speech‑to‑text / text‑to‑speech into watsonx Orchestrate, strengthening IBM’s enterprise voice and generative‑AI offerings and improving product competitiveness in conversational automation use cases. International Business Machines Corporation (IBM) Partners With Deepgram to Support Its Generative AI Solution
• Positive Sentiment: Reports detail new AI contracts and board expansion (including a reported US$112M Defense Commissary Agency electronic‑shelf‑label modernization deal and two new directors), which investors view as concrete revenue/contract wins and governance support for growth in AI services. IBM and University Researchers Create a Never-Before-Seen Molecule and Prove its Exotic Nature with Quantum Computing
• Positive Sentiment: Industry research named IBM among leaders in the Data Integration market (multi‑cloud platforms, AI‑driven data pipelines), reinforcing its enterprise software and services positioning where recurring revenue and cross‑sell matter. Data Integration Company Evaluation Report 2025
• Positive Sentiment: Analyst attention (UBS upgrade), insider buying and recent earnings beats have drawn investor focus back to IBM’s valuation and AI strategy, supporting near‑term sentiment. A Look At IBM (IBM) Valuation After UBS Upgrade Insider Buying And Solid Earnings
• Neutral Sentiment: Macro/industry coverage on AI “creative destruction” highlights structural tailwinds for AI infrastructure and services — a supportive backdrop but not an IBM‑specific catalyst today. Wall Street Sees AI’s ‘Creative Destruction’ Coming For Entire Companies
• Neutral Sentiment: Other quantum industry moves (e.g., Pasqal pursuing a SPAC) and startups scaling enterprise AI (Ivo) are market context — potential competition or validation of demand but not immediate IBM news. Pasqal plans public debut with Bleichroeder in $2bn SPAC deal
• Negative Sentiment: Some coverage flags valuation and legacy exposure risks (mainframe sensitivity) and notes a recent pullback in share performance despite upgrades — reminders that investor optimism over AI/quantum must be balanced against near‑term earnings mix and valuation. A Look At IBM (IBM) Valuation After UBS Upgrade Insider Buying And Solid Earnings

International Business Machines Stock Up 0.6%

Shares of NYSE:IBM opened at $258.19 on Friday. The company has a market capitalization of $242.19 billion, a price-to-earnings ratio of 23.16, a P/E/G ratio of 2.57 and a beta of 0.73. International Business Machines Corporation has a 1 year low of $214.50 and a 1 year high of $324.90. The business’s 50-day moving average is $281.73 and its 200-day moving average is $283.99. The company has a debt-to-equity ratio of 1.67, a current ratio of 0.96 and a quick ratio of 0.92.

International Business Machines (NYSE:IBM) last announced its quarterly earnings data on Wednesday, January 28th. The technology company reported $4.52 EPS for the quarter, topping the consensus estimate of $4.33 by $0.19. The company had revenue of $19.69 billion during the quarter, compared to the consensus estimate of $19.23 billion. International Business Machines had a net margin of 15.69% and a return on equity of 38.15%. The company’s quarterly revenue was up 12.2% on a year-over-year basis. During the same quarter last year, the firm posted $3.92 EPS. Equities research analysts predict that International Business Machines Corporation will post 10.78 earnings per share for the current year.

International Business Machines Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Tuesday, February 10th will be paid a dividend of $1.68 per share. This represents a $6.72 dividend on an annualized basis and a yield of 2.6%. The ex-dividend date of this dividend is Tuesday, February 10th. International Business Machines’s dividend payout ratio is 60.27%.

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.