International Business Machines Corporation $IBM Stock: Vise Technologies Inc. Increases Position

Vise Technologies Inc. lifted its stake in International Business Machines Corporation (NYSE:IBM) by 11.3% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 71,662 shares of the technology company’s stock after purchasing an additional 7,256 shares during the period. Vise Technologies Inc.’s holdings in International Business Machines were worth $15,761,000 as of its most recent SEC filing.

Other institutional investors have also recently added to or reduced their stakes in the company. Assetmark Inc. raised its holdings in International Business Machines by 24.8% during the first quarter. Assetmark Inc. now owns 64,458 shares of the technology company’s stock worth $15,624,000 after purchasing an additional 12,791 shares during the last quarter. Flputnam Investment Management Co. acquired a new stake in International Business Machines in the second quarter valued at $15,237,000. Beacon Investment Advisory Services Inc. grew its holdings in International Business Machines by 939.4% in the second quarter. Beacon Investment Advisory Services Inc. now owns 30,495 shares of the technology company’s stock valued at $8,575,000 after purchasing an additional 27,561 shares during the last quarter. St. Louis Financial Planners Asset Management LLC grew its stake in International Business Machines by 34.6% in the 2nd quarter. St. Louis Financial Planners Asset Management LLC now owns 14,234 shares of the technology company’s stock valued at $4,121,000 after acquiring an additional 3,659 shares during the last quarter. Finally, Evercore Wealth Management LLC increased its holdings in International Business Machines by 9.0% during the 1st quarter. Evercore Wealth Management LLC now owns 62,801 shares of the technology company’s stock valued at $15,222,000 after acquiring an additional 5,196 shares in the last quarter. Hedge funds and other institutional investors own 58.96% of the company’s stock.

Insider Buying and Selling

In other International Business Machines news, SVP Robert Thomas sold 25,000 shares of International Business Machines stock in a transaction that occurred on Wednesday, August 26th. The shares were sold at an average price of $230.32, for a total value of $5,758,000.00. Following the completion of the sale, the senior vice president directly owned 47,800 shares of the company’s stock, valued at approximately $11,009,296. The trade was a 34.34% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Insiders own 0.27% of the company’s stock.

International Business Machines News Summary

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

• Positive Sentiment: IBM introduced new AI-agent security controls that combine HashiCorp Vault, Agent Identity, and watsonx Orchestrate. The tools provide centralized governance, least-privilege access, real-time credential revocation, and sandboxed execution across hybrid-cloud environments, potentially strengthening IBM’s position in enterprise AI security. IBM Debuts AI Agent Security Controls For Hybrid Cloud
• Positive Sentiment: Analysts and commentators highlighted improving momentum in IBM’s software business, including its hybrid-cloud and enterprise infrastructure operations. IBM’s approximately $12 billion in free cash flow may support continued investment and shareholder returns. IBM’s Software Business Is Picking Up Speed
• Neutral Sentiment: Research reports project strong growth in service virtualization, edge computing, configuration-management systems, SMB IT spending, and battery-warranty analytics—markets in which IBM is listed as a participant. The reports indicate long-term addressable-market opportunities but do not represent new contracts or revenue guidance for IBM. Configuration Management Systems Global Strategic Business Report
• Neutral Sentiment: IBM’s opposition to blockchain-based stock trading reflects concerns about tokenized-market structures, but the issue appears unlikely to materially affect near-term financial results. Why Oracle, Intel, and IBM Are Saying No to Blockchain-Based Stock Trading
• Negative Sentiment: Concerns about IBM’s debt load and whether its long record of dividend increases can continue are weighing on the investment case. The stock’s decline during 2026 has made the dividend more attractive, but also highlights balance-sheet and payout sustainability risks. IBM Stock Is Down 13% in 2026. Is Its Dividend Still Safe?

International Business Machines Price Performance

NYSE:IBM opened at $257.80 on Monday. The firm has a market cap of $243.65 billion, a price-to-earnings ratio of 21.98, a price-to-earnings-growth ratio of 2.54 and a beta of 0.78. The company has a current ratio of 0.85, a quick ratio of 0.80 and a debt-to-equity ratio of 1.57. The company’s 50-day moving average is $235.17 and its two-hundred day moving average is $249.93. International Business Machines Corporation has a 12-month low of $199.19 and a 12-month high of $332.46.

International Business Machines (NYSE:IBM) last issued its quarterly earnings results on Wednesday, October 21st. The technology company reported $2.95 EPS for the quarter, topping analysts’ consensus estimates of $2.85 by $0.10. The business had revenue of $17.10 billion during the quarter, compared to the consensus estimate of $16.82 billion. International Business Machines had a net margin of 15.99% and a return on equity of 34.37%. The company’s quarterly revenue was up 4.7% compared to the same quarter last year. During the same period in the previous year, the firm posted $2.65 earnings per share. Research analysts expect that International Business Machines Corporation will post 12.41 EPS for the current year.

International Business Machines Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, December 10th. Investors of record on Tuesday, November 10th will be given a dividend of $1.69 per share. The ex-dividend date is Tuesday, November 10th. This represents a $6.76 dividend on an annualized basis and a yield of 2.6%. International Business Machines’s dividend payout ratio (DPR) is 57.63%.

Analyst Ratings Changes

A number of equities analysts have issued reports on the stock. Susquehanna lifted their target price on shares of International Business Machines from $235.00 to $256.00 and gave the stock a “neutral” rating in a research report on Wednesday, October 21st. HSBC lowered their price target on shares of International Business Machines from $175.00 to $174.00 in a research report on Friday, July 24th. Bank of America dropped their price objective on shares of International Business Machines from $330.00 to $280.00 and set a “buy” rating for the company in a research note on Wednesday, July 15th. BMO Capital Markets lifted their price objective on International Business Machines from $230.00 to $265.00 and gave the stock a “market perform” rating in a research report on Thursday, October 22nd. Finally, Craig Hallum assumed coverage on International Business Machines in a research note on Wednesday, August 19th. They issued a “buy” rating on the stock. Nineteen analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $266.12.

International Business Machines Profile

International Business Machines Corporation (NYSE:IBM), commonly known as IBM, is a global technology and consulting company that helps organizations modernize their information technology and business operations. Its offerings include hybrid cloud solutions, artificial intelligence software and services, enterprise software, IT infrastructure, cybersecurity, data analytics, and technology consulting.

IBM provides products and services to businesses, governments, and other institutions across industries and regions worldwide.