Rockland Trust Co. Has $2.65 Million Holdings in International Business Machines Corporation $IBM

Rockland Trust Co. reduced its stake in shares of International Business Machines Corporation (NYSE:IBM) by 24.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 8,942 shares of the technology company’s stock after selling 2,912 shares during the quarter. Rockland Trust Co.’s holdings in International Business Machines were worth $2,649,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also modified their holdings of the stock. Mountain Hill Investment Partners Corp. acquired a new position in International Business Machines in the third quarter valued at approximately $28,000. SWAN Capital LLC bought a new stake in International Business Machines in the third quarter valued at approximately $28,000. Trifecta Capital Advisors LLC grew its holdings in shares of International Business Machines by 129.1% in the 3rd quarter. Trifecta Capital Advisors LLC now owns 126 shares of the technology company’s stock valued at $36,000 after buying an additional 71 shares during the period. American Wealth Advisors LLC acquired a new position in International Business Machines in the third quarter valued at about $40,000. Finally, Davis Capital Management bought a new stake in shares of International Business Machines during the third quarter worth $54,000. Institutional investors and hedge funds own 58.96% of the company’s stock.

International Business Machines News Roundup

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

• Positive Sentiment: CEO commentary pointing to an increase in AI deal activity and a friendlier regulatory backdrop, supporting near-term revenue momentum from AI sales. International Business Machines Corporation (IBM) CEO Expects More AI Deals in a Friendlier Regulatory Climate
• Positive Sentiment: IBM announced a 10-year research collaboration with ETH Zurich to advance foundational algorithms for the AI and quantum era — a long-term R&D catalyst that supports IBM’s leadership narrative in AI/quantum. IBM and ETH Zurich join forces to shape the future of algorithms for the AI and quantum era
• Positive Sentiment: Analysts and commentary highlight IBM as a top pick for AI and quantum exposure after recent tech sell-offs; inclusion in “cloud/AI” buy lists boosts investor interest. AI & Quantum Opportunities After Tech Sell-Off: 2 Stocks for April
• Positive Sentiment: IBM Consulting showed a rebound tied to rising AI demand and strategic partnerships — a key revenue driver that can sustain margins if the momentum continues. IBM Consulting Rebounds Slightly: Is AI Enough to Fuel Durable Growth?
• Positive Sentiment: Industry coverage noting IBM’s quantum roadmap (reportedly launching the Blue Jay system with >2,000 qubits) reinforces the company’s long-term quantum leadership story. Elon Musk Sees Upside in Potential Quantum Bitcoin Hack
• Neutral Sentiment: Market reports note IBM’s stock rose today but still lags broader market performance; this frames the move as catch‑up rather than a sustained breakout. IBM (IBM) Rises Yet Lags Behind Market: Some Facts Worth Knowing
• Negative Sentiment: Competitive and industry developments — e.g., new AI infrastructure players (Mistral’s big data center raise) and startups led by former IBM execs (GoodVision AI) — could pressure margins or share gains in AI services/infrastructure. Mistral AI Raises $830 Million in Debt For Nvidia-Powered Data Center
• Negative Sentiment: New AI infrastructure and token-efficiency solutions from competitors may reduce IBM’s addressable opportunity or force incremental investment to stay competitive. GoodVision AI Claims New Solution for AI “Token Shortage”

Analysts Set New Price Targets

A number of research analysts recently issued reports on IBM shares. Argus set a $360.00 price objective on International Business Machines in a report on Friday, January 30th. Jefferies Financial Group reaffirmed a “buy” rating on shares of International Business Machines in a research report on Monday, February 23rd. Morgan Stanley dropped their target price on International Business Machines from $304.00 to $247.00 and set an “equal weight” rating on the stock in a report on Wednesday, February 25th. Bank of America raised their price target on International Business Machines from $315.00 to $335.00 and gave the company a “buy” rating in a research note on Tuesday, January 13th. Finally, UBS Group upgraded shares of International Business Machines from a “sell” rating to a “neutral” rating and set a $236.00 target price on the stock in a report on Wednesday, February 25th. One analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and eight have given a Hold rating to the company’s stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $314.60.

International Business Machines Stock Performance

NYSE IBM opened at $242.00 on Wednesday. The firm has a 50-day moving average price of $263.12 and a two-hundred day moving average price of $284.45. International Business Machines Corporation has a 12-month low of $214.50 and a 12-month high of $324.90. The company has a market capitalization of $227.00 billion, a P/E ratio of 21.70, a P/E/G ratio of 2.38 and a beta of 0.73. The company has a quick ratio of 0.92, a current ratio of 0.96 and a debt-to-equity ratio of 1.67.

International Business Machines (NYSE:IBM) last released its quarterly 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. 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 firm’s quarterly revenue was up 12.2% on a year-over-year basis. During the same period in the previous year, the business earned $3.92 earnings per share. Analysts anticipate that International Business Machines Corporation will post 10.78 earnings per share for the current year.

International Business Machines Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 10th were issued a $1.68 dividend. The ex-dividend date of this dividend was Tuesday, February 10th. This represents a $6.72 annualized dividend and a yield of 2.8%. International Business Machines’s payout ratio is currently 60.27%.

Insider Buying and Selling at International Business Machines

In related news, Director David N. Farr purchased 1,000 shares of the company’s stock in a transaction that occurred on Friday, January 30th. The stock was acquired at an average price of $304.00 per share, with a total value of $304,000.00. Following the completion of the purchase, the director directly owned 9,258 shares in the company, valued at $2,814,432. This trade represents a 12.11% increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Michael Miebach acquired 434 shares of the business’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 transaction, the director directly owned 434 shares of the company’s stock, valued at $101,265.22. This trade represents a ∞ increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders acquired a total of 1,484 shares of company stock valued at $417,157 over the last ninety days. Insiders own 0.27% of the company’s stock.

International Business Machines 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.