International Business Machines Corporation $IBM is Meyer Handelman Co.’s 3rd Largest Position

Meyer Handelman Co. cut its holdings in shares of International Business Machines Corporation (NYSE:IBM) by 0.9% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 353,523 shares of the technology company’s stock after selling 3,127 shares during the period. International Business Machines comprises about 3.3% of Meyer Handelman Co.’s portfolio, making the stock its 3rd biggest position. Meyer Handelman Co.’s holdings in International Business Machines were worth $104,717,000 at the end of the most recent quarter.

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

Insider Activity at International Business Machines

In other International Business Machines news, Director Michael Miebach bought 434 shares of the stock in a transaction dated Wednesday, February 25th. The shares were acquired at an average cost of $233.33 per share, for a total transaction of $101,265.22. Following the completion of the transaction, the director owned 434 shares in the company, valued at approximately $101,265.22. The trade was a ∞ increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Also, Director David N. Farr bought 1,000 shares of the business’s stock in a transaction dated Friday, January 30th. The stock was acquired at an average cost of $304.00 per share, for a total transaction 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. This trade represents a 12.11% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders bought 1,484 shares of company stock valued at $417,157 over the last three months. Corporate insiders own 0.27% of the company’s stock.

Analysts Set New Price Targets

Several research firms have commented on IBM. Wedbush restated an “outperform” rating and issued a $340.00 price target on shares of International Business Machines in a research note on Tuesday, February 24th. DZ Bank upgraded International Business Machines to a “hold” rating in a report on Wednesday, February 11th. UBS Group raised International Business Machines from a “sell” rating to a “neutral” rating and set a $236.00 target price for the company in a research note on Wednesday, February 25th. Morgan Stanley cut their price target 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. Finally, Oppenheimer set a $380.00 price target on International Business Machines and gave the company an “outperform” rating in a research report on Thursday, January 29th. One research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and eight have assigned a Hold rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $314.60.

More International Business Machines News

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”

International Business Machines Stock Performance

Shares of IBM stock opened at $242.00 on Wednesday. The stock’s 50-day moving average is $263.12 and its two-hundred day moving average is $284.45. The company has a debt-to-equity ratio of 1.67, a quick ratio of 0.92 and a current ratio of 0.96. International Business Machines Corporation has a 1 year low of $214.50 and a 1 year high of $324.90. The firm has a market cap of $227.00 billion, a price-to-earnings ratio of 21.70, a PEG ratio of 2.38 and a beta of 0.73.

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 the consensus estimate of $4.33 by $0.19. The business had revenue of $19.69 billion during the quarter, compared to the consensus estimate of $19.23 billion. International Business Machines had a return on equity of 38.15% and a net margin of 15.69%.The business’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 EPS. 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. Stockholders of record on Tuesday, February 10th were issued a $1.68 dividend. This represents a $6.72 annualized dividend and a dividend yield of 2.8%. The ex-dividend date of this dividend was Tuesday, February 10th. International Business Machines’s dividend payout ratio is presently 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.