Rep. Jonathan L. Jackson Sells International Business Machines Corporation (NYSE:IBM) Stock

Representative Jonathan L. Jackson (Democratic-Illinois) recently sold shares of International Business Machines Corporation (NYSE:IBM). In a filing disclosed on March 12th, the Representative disclosed that they had sold between $1,001 and $15,000 in International Business Machines stock on February 17th. The trade occurred in the Representative’s “MORGAN STANLEY IRA” account.

Representative Jonathan L. Jackson also recently made the following trade(s):

• Sold $50,001 – $100,000 in shares of International Business Machines (NYSE:IBM) on 2/17/2026.
• Purchased $1,001 – $15,000 in shares of Bank of New York Mellon (NYSE:BK) on 2/17/2026.
• Purchased $50,001 – $100,000 in shares of Bank of New York Mellon (NYSE:BK) on 2/17/2026.
• Purchased $1,001 – $15,000 in shares of Citigroup (NYSE:C) on 2/11/2026.
• Sold $1,001 – $15,000 in shares of Tenet Healthcare (NYSE:THC) on 2/11/2026.
• Purchased $1,001 – $15,000 in shares of Welltower (NYSE:WELL) on 2/11/2026.
• Sold $1,001 – $15,000 in shares of Amazon.com (NASDAQ:AMZN) on 2/11/2026.
• Purchased $50,001 – $100,000 in shares of Citigroup (NYSE:C) on 2/5/2026.
• Purchased $1,001 – $15,000 in shares of Amazon.com (NASDAQ:AMZN) on 2/5/2026.
• Sold $50,001 – $100,000 in shares of Palo Alto Networks (NASDAQ:PANW) on 2/5/2026.

International Business Machines Price Performance

Shares of IBM traded up $1.64 during mid-day trading on Wednesday, hitting $242.23. 1,820,982 shares of the stock were exchanged, compared to its average volume of 5,967,931. The company has a debt-to-equity ratio of 1.67, a quick ratio of 0.92 and a current ratio of 0.96. The company has a market cap of $227.22 billion, a PE ratio of 21.73, a price-to-earnings-growth ratio of 2.49 and a beta of 0.73. International Business Machines Corporation has a 52-week low of $214.50 and a 52-week high of $324.90. The firm has a 50-day moving average of $269.34 and a two-hundred day moving average of $285.04.

International Business Machines (NYSE:IBM) last posted its earnings results on Wednesday, January 28th. The technology company reported $4.52 earnings per share for the quarter, beating analysts’ consensus estimates of $4.33 by $0.19. International Business Machines had a net margin of 15.69% and a return on equity of 38.15%. The firm had revenue of $19.69 billion during the quarter, compared to analyst estimates of $19.23 billion. During the same period last year, the firm posted $3.92 earnings per share. International Business Machines’s revenue for the quarter was up 12.2% compared to the same quarter last year. On average, equities 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 disclosed a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 10th were paid a $1.68 dividend. The ex-dividend date of this dividend was Tuesday, February 10th. This represents a $6.72 dividend on an annualized basis and a yield of 2.8%. International Business Machines’s payout ratio is presently 60.27%.

Hedge Funds Weigh In On International Business Machines

A number of large investors have recently bought and sold shares of IBM. Mattson Financial Services LLC bought a new stake in International Business Machines during the 3rd quarter valued at $852,000. Vanguard Group Inc. lifted its stake in shares of International Business Machines by 2.1% during the 2nd quarter. Vanguard Group Inc. now owns 95,051,475 shares of the technology company’s stock worth $28,019,274,000 after purchasing an additional 1,913,708 shares during the last quarter. Thames Capital Management LLC bought a new stake in International Business Machines during the second quarter valued at about $2,710,000. Waverton Investment Management Ltd grew its stake in International Business Machines by 3.3% in the third quarter. Waverton Investment Management Ltd now owns 993,743 shares of the technology company’s stock valued at $280,439,000 after purchasing an additional 32,072 shares during the last quarter. Finally, NEOS Investment Management LLC raised its holdings in International Business Machines by 51.7% in the third quarter. NEOS Investment Management LLC now owns 114,395 shares of the technology company’s stock worth $32,278,000 after purchasing an additional 38,973 shares in the last quarter. Hedge funds and other institutional investors own 58.96% of the company’s stock.

Trending Headlines about International Business Machines

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

• Positive Sentiment: CEO Arvind Krishna said the regulatory environment is “much friendlier” for M&A, citing a recent acquisition completed in under four months — a sign IBM may be able to execute faster bolt‑on deals to accelerate growth. IBM CEO: Regulatory environment much friendlier for M&A deals now
• Positive Sentiment: IBM partnered with ElevenLabs to add premium TTS/STT to watsonx Orchestrate, strengthening its agentic AI voice capabilities for enterprises — a direct product enhancement that can drive larger enterprise deals. Enterprise AI Finds its Voice: ElevenLabs and IBM Bring Premium Voice Capabilities to Agentic AI
• Positive Sentiment: BofA reiterated a Buy and $340 price target after meeting CEO Arvind Krishna, providing notable sell‑side endorsement for IBM’s agentic AI strategy. BofA Reaffirms Buy on IBM Stock Amid Agentic AI Expansion
• Positive Sentiment: High‑visibility deployments — new watsonx features for the Masters Tournament (Vault Search, Hole Insights) — showcase IBM’s models and orchestration in a consumer-facing setting, helping adoption and marketing. Can IBM’s AI Innovation for the Masters Tournament Benefit Its Shares?
• Neutral Sentiment: Brokerage consensus shows a “Moderate Buy” rating mix — supportive but not uniformly bullish, reflecting some analyst caution. International Business Machines Corporation (NYSE:IBM) Receives Consensus Rating of “Moderate Buy” from Brokerages
• Neutral Sentiment: New single‑stock leveraged ETFs tied to IBM could increase trading volume and short‑term volatility without changing fundamentals. Tradr Set to Launch Leveraged ETFs on AMZN, AAOI, HL and IBM
• Neutral Sentiment: Coverage and roundups highlighting IBM among top integration and enterprise AI toolsets reinforce its product footprint but have ambiguous near‑term stock impact. Top Integration Tools in 2026: iPaaS, MuleSoft & IBM Solutions
• Negative Sentiment: Broader tech selling pressured benchmarks (even the Dow), a reminder IBM can be affected by sector flows despite company‑specific positives. Dow Wavers. It’s Getting Hit by Tech Now, Too.
• Negative Sentiment: Some analysts and pieces question whether IBM can sustain tech‑market leadership and adapt quickly enough — coverage urging caution and “buy the dip” debate may limit momentum. Should You Buy IBM Stock on the Dip?
• Negative Sentiment: Analyst notes on partner Kyndryl’s uncertain outlook and evolving IBM relationship introduce execution risk in that channel. Kyndryl: Limited Near-Term Upside Amid Uncertain Growth Outlook and Evolving IBM Partnership

Insider Activity

In other news, Director David N. Farr bought 1,000 shares of the firm’s stock in a transaction that occurred on Friday, January 30th. The stock was bought at an average price of $304.00 per share, with a total value of $304,000.00. Following the completion of the transaction, the director directly owned 9,258 shares of the company’s stock, valued at approximately $2,814,432. The trade was a 12.11% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Michael Miebach bought 434 shares of the stock in a transaction on Wednesday, February 25th. The stock was purchased at an average price of $233.33 per share, with a total value of $101,265.22. Following the completion of the purchase, the director owned 434 shares of the company’s stock, valued at $101,265.22. This represents a ∞ increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Over the last three months, insiders have acquired 1,484 shares of company stock valued at $417,157. Insiders own 0.27% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages have commented on IBM. Argus set a $360.00 price objective on shares of International Business Machines in a research note on Friday, January 30th. JPMorgan Chase & Co. dropped their price target on International Business Machines from $317.00 to $283.00 and set a “neutral” rating for the company in a research report on Wednesday, March 18th. Dbs Bank raised International Business Machines from a “hold” rating to a “moderate buy” rating in a research note on Monday, January 19th. Sanford C. Bernstein restated a “market perform” rating on shares of International Business Machines in a research report on Wednesday, December 10th. Finally, Wall Street Zen cut International Business Machines from a “buy” rating to a “hold” rating in a report on Sunday, January 11th. One research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and eight have issued a Hold rating to the company. Based on data from MarketBeat.com, International Business Machines currently has a consensus rating of “Moderate Buy” and an average target price of $314.60.

About Representative Jackson

Jonathan Jackson (Democratic Party) is a member of the U.S. House, representing Illinois’ 1st Congressional District. He assumed office on January 3, 2023. His current term ends on January 3, 2027.

Jackson (Democratic Party) is running for re-election to the U.S. House to represent Illinois’ 1st Congressional District. He declared candidacy for the 2026 election.

Jonathan Jackson was born in Chicago, Illinois. Jackson graduated from Whitney Young High School. He earned an M.B.A. from Northwestern University. Jackson’s career experience includes working as an investment analyst and an entrepreneur.

International Business Machines Company Profile

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.