Rep. Gilbert Ray Cisneros, Jr. Sells Off Shares of International Business Machines Corporation (NYSE:IBM)

Representative Gilbert Ray Cisneros, Jr. (Democratic-California) recently sold shares of International Business Machines Corporation (NYSE:IBM). In a filing disclosed on March 09th, the Representative disclosed that they had sold between $1,001 and $15,000 in International Business Machines stock on February 10th. The trade occurred in the Representative’s “150 MAIN STREET TRUST > BANK OF AMERICA” account.

Representative Gilbert Ray Cisneros, Jr. also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Thermon Group (NYSE:THR) on 3/2/2026.
• Purchased $1,001 – $15,000 in shares of Federal Signal (NYSE:FSS) on 3/2/2026.
• Purchased $1,001 – $15,000 in shares of Taiwan Semiconductor Manufacturing (NYSE:TSM) on 2/26/2026.
• Sold $1,001 – $15,000 in shares of Uber Technologies (NYSE:UBER) on 2/24/2026.
• Sold $1,001 – $15,000 in shares of Robinhood Markets (NASDAQ:HOOD) on 2/24/2026.
• Purchased $1,001 – $15,000 in shares of Micron Technology (NASDAQ:MU) on 2/24/2026.
• Sold $1,001 – $15,000 in shares of Oracle (NYSE:ORCL) on 2/24/2026.
• Purchased $1,001 – $15,000 in shares of Champion Homes (NYSE:SKY) on 2/23/2026.
• Sold $1,001 – $15,000 in shares of Tri Pointe Homes (NYSE:TPH) on 2/23/2026.
• Sold $1,001 – $15,000 in shares of Xiaomi (OTCMKTS:XIACF) on 2/20/2026.

International Business Machines Stock Performance

NYSE IBM traded down $1.45 during trading hours on Thursday, hitting $247.42. The company had a trading volume of 5,545,999 shares, compared to its average volume of 6,098,438. The company has a quick ratio of 0.92, a current ratio of 0.96 and a debt-to-equity ratio of 1.67. The firm has a market cap of $232.09 billion, a P/E ratio of 22.19, a price-to-earnings-growth ratio of 2.51 and a beta of 0.73. International Business Machines Corporation has a fifty-two week low of $214.50 and a fifty-two week high of $324.90. The business has a fifty day simple moving average of $278.69 and a 200-day simple moving average of $284.48.

International Business Machines (NYSE:IBM) last announced its quarterly earnings results on Wednesday, January 28th. The technology company reported $4.52 earnings per share (EPS) 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 38.15%. The company had revenue of $19.69 billion during the quarter, compared to the consensus estimate of $19.23 billion. During the same quarter in the previous year, the company posted $3.92 earnings per share. The company’s revenue for the quarter was up 12.2% compared to the same quarter last year. Equities analysts predict that International Business Machines Corporation will post 10.78 EPS for the current year.

International Business Machines Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 10th were given 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 2.7%. International Business Machines’s dividend payout ratio (DPR) is currently 60.27%.

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the stock. Vericrest Private Wealth acquired a new stake in International Business Machines in the fourth quarter worth approximately $246,000. Winthrop Partners WNY LLC acquired a new position in shares of International Business Machines during the 4th quarter valued at $341,000. Nalls Sherbakoff Group LLC acquired a new position in shares of International Business Machines during the 4th quarter valued at $269,000. Meadowbrook Advisors Group LLC bought a new stake in shares of International Business Machines in the 4th quarter worth $2,887,000. Finally, DUTCH ASSET Corp acquired a new stake in shares of International Business Machines in the fourth quarter valued at $1,107,000. Institutional investors and hedge funds own 58.96% of the company’s stock.

Analyst Upgrades and Downgrades

A number of research firms have issued reports on IBM. Stifel Nicolaus boosted their target price on shares of International Business Machines from $325.00 to $340.00 and gave the company a “buy” rating in a research note on Thursday, January 29th. Wall Street Zen lowered shares of International Business Machines from a “buy” rating to a “hold” rating in a research note on Sunday, January 11th. Bank of America lifted their price target on International Business Machines from $315.00 to $335.00 and gave the company a “buy” rating in a report on Tuesday, January 13th. Argus set a $360.00 price objective on International Business Machines in a report on Friday, January 30th. Finally, Royal Bank Of Canada set a $361.00 target price on International Business Machines in a research report on Thursday, January 29th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and eight have assigned a Hold rating to the stock. According to data from MarketBeat, the stock presently has an average 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 published the industry’s first quantum‑centric supercomputing reference architecture, laying out how quantum processors (QPUs) can be integrated with CPUs/GPUs across on‑prem, cloud and research centers — a positioning move that supports IBM’s leadership in next‑gen computing and long‑term revenue/contract opportunities. IBM Releases a New Blueprint for Quantum‑Centric Supercomputing
• Positive Sentiment: IBM teamed with Taiwan’s E.SUN Bank to deploy an enterprise AI governance framework — a concrete commercial use case that could drive professional services, software and consulting revenue in regulated industries. IBM Teams Up With E.SUN Bank on AI Governance
• Positive Sentiment: Some analysts remain constructive on IBM, reiterating conviction in its AI, hybrid‑cloud and quantum strategy — a potential tailwind if execution converts R&D into recurring revenue. Analysts Are Bullish on Top Technology Stocks
• Neutral Sentiment: The Motley Fool interviewed IBM CFO Jim Kavanaugh on AI, hybrid cloud and quantum strategy; useful for investor color but no immediate financial surprise. The Motley Fool Interviews IBM CFO Jim Kavanaugh
• Neutral Sentiment: Partner ecosystem mentions (e.g., Level Access, QuantumStreet AI collaboration news) highlight channel activity and partner traction but are peripheral to IBM’s core results. Level Access Supercharges Partner Program
• Negative Sentiment: Market panic over rapid AI capability advances (notably from competitors/startups) triggered a prior sharp drop in IBM shares and continues to weigh on sentiment; short‑term volatility and positioning risk remain elevated. IBM Stock Drops on AI Fears
• Negative Sentiment: Today’s intraday weakness and premarket slips have been reported widely — suggesting momentum/technical selling is amplifying headlines despite positive product announcements. What’s Going On With IBM Stock On Thursday?
• Negative Sentiment: Technicals: IBM is trading well below its 50‑ and 200‑day moving averages, which can trigger additional selling from momentum and quant strategies until a clear catalyst reverses the trend. IBM Dips More Than Broader Market

Insider Activity

In other news, Director David N. Farr bought 1,000 shares of the stock in a transaction that occurred on Friday, January 30th. The shares were purchased at an average cost of $304.00 per share, with a total value of $304,000.00. Following the completion of the acquisition, the director directly owned 9,258 shares in the company, valued at approximately $2,814,432. The trade was a 12.11% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Michael Miebach purchased 434 shares of the company’s stock in a transaction on Wednesday, February 25th. The stock was acquired at an average price of $233.33 per share, for a total transaction of $101,265.22. Following the completion of the transaction, the director owned 434 shares of the company’s stock, valued at $101,265.22. This represents a ∞ increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders have purchased 1,484 shares of company stock valued at $417,157 in the last ninety days. Company insiders own 0.18% of the company’s stock.

About Representative Cisneros

Gil Cisneros (Democratic Party) is a member of the U.S. House, representing California’s 31st Congressional District. He assumed office on January 3, 2025. His current term ends on January 3, 2027.

Cisneros (Democratic Party) is running for re-election to the U.S. House to represent California’s 31st Congressional District. He declared candidacy for the 2026 election.

Gil Cisneros served in the U.S. Navy as a supply officer from 1994 to 2004. Cisneros earned a bachelor’s degree in political science from George Washington University in 1994, a master’s in business administration from Regis University in 2002, and a master’s degree in urban education policy from Brown University in 2015. His career experience includes working as a logistics manager for Frito-Lay. In 2010, Cisneros won the lottery and became involved in activism and philanthropy, founding a scholarship program for local high school students. In 2021, President Joe Biden (D) appointed Cisneros as under secretary of defense for personnel and readiness.

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.