Comerica Bank Has $82.49 Million Stock Holdings in International Business Machines Corporation $IBM

Comerica Bank reduced its stake in International Business Machines Corporation (NYSE:IBM) by 2.5% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 292,354 shares of the technology company’s stock after selling 7,610 shares during the period. Comerica Bank’s holdings in International Business Machines were worth $82,491,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Texas Capital Bank Wealth Management Services Inc bought a new position in International Business Machines in the third quarter worth approximately $308,000. M Holdings Securities Inc. bought a new stake in shares of International Business Machines during the third quarter valued at approximately $3,514,000. Newbridge Financial Services Group Inc. increased its holdings in shares of International Business Machines by 262.4% during the third quarter. Newbridge Financial Services Group Inc. now owns 10,093 shares of the technology company’s stock valued at $2,848,000 after acquiring an additional 7,308 shares in the last quarter. Pinnbrook Capital Management LP acquired a new position in shares of International Business Machines during the third quarter worth approximately $1,968,000. Finally, Private Management Group Inc. lifted its holdings in shares of International Business Machines by 23.9% in the 3rd quarter. Private Management Group Inc. now owns 1,760 shares of the technology company’s stock worth $497,000 after purchasing an additional 339 shares in the last quarter. Institutional investors and hedge funds own 58.96% of the company’s stock.

Analyst Ratings Changes

A number of analysts have commented on IBM shares. Jefferies Financial Group restated a “buy” rating on shares of International Business Machines in a research note on Monday, February 23rd. Argus set a $360.00 price objective on shares of International Business Machines in a research note on Friday, January 30th. Weiss Ratings reiterated a “buy (b)” rating on shares of International Business Machines in a report on Thursday, January 22nd. Dbs Bank raised shares of International Business Machines from a “hold” rating to a “moderate buy” rating in a research report on Monday, January 19th. Finally, Bank of America upped their target price on shares of International Business Machines from $315.00 to $335.00 and gave the stock a “buy” rating in a report on Tuesday, January 13th. 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 stock. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average target price of $320.87.

International Business Machines News Summary

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

• Positive Sentiment: IBM published a practical “quantum‑centric supercomputing” reference architecture that maps how quantum processors can be integrated with CPUs and GPUs — a clear strategic push to own early enterprise quantum and attract research/cloud customers. IBM Releases a New Blueprint for Quantum-Centric Supercomputing
• Positive Sentiment: IBM announced a partnership with Taiwan’s E.SUN Bank to deliver an enterprise AI governance framework — a commercial proof point that could help drive services and consulting revenue in regulated industries. IBM Teams Up With E.SUN Bank on AI Governance
• Positive Sentiment: Analysts continue to call IBM a top large-cap tech name alongside peers, which supports medium-term investor interest despite recent weakness. Analysts Are Bullish on Top Technology Stocks
• Positive Sentiment: Coverage highlights IBM’s “dual‑pronged” strategy (AI/hybrid cloud + quantum) to redefine enterprise computing — reinforces the company’s long-term narrative even as adoption timelines remain gradual. IBM’s Dual-Pronged Strategy to Redefine Computing Power
• Neutral Sentiment: IBM’s CFO gave interviews outlining priorities around AI, hybrid cloud and quantum — useful for strategic context but not new guidance. The Motley Fool Interviews IBM CFO Jim Kavanaugh
• Neutral Sentiment: Industry roundups and tech press reiterate IBM’s quantum roadmap and positioning; positive for brand/technology leadership but benefits are multi‑year. IBM Introduces Blueprint to Combine Quantum Computers with Traditional Supercomputers
• Negative Sentiment: Competitive/near‑term threat: Anthropic’s Claude Code announcement (automation for COBOL modernization) has sparked concerns that third‑party AI tools could displace some IBM mainframe/modernization services, and analysts/media point to that as a contributor to the year‑to‑date decline. IBM Has Fallen 16% as Anthropic Puts Them In The Bullseye
• Negative Sentiment: Market reaction: IBM shares slipped around the quantum blueprint release and have been under pressure from technicals (current price below 50‑ and 200‑day moving averages) and lower trading volume, prompting short‑term selling. What’s going on with IBM stock on Thursday?

International Business Machines Stock Performance

NYSE IBM opened at $246.37 on Friday. International Business Machines Corporation has a 1 year low of $214.50 and a 1 year high of $324.90. The company has a debt-to-equity ratio of 1.67, a current ratio of 0.96 and a quick ratio of 0.92. The firm has a market cap of $231.10 billion, a price-to-earnings ratio of 22.10, a PEG ratio of 2.48 and a beta of 0.73. The company has a fifty day moving average price of $276.81 and a 200-day moving average price of $284.27.

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. 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 for the quarter, compared to analyst estimates of $19.23 billion. During the same period last year, the firm earned $3.92 earnings per share. The firm’s revenue was up 12.2% on a year-over-year basis. As a group, equities research analysts predict that International Business Machines Corporation will post 10.78 EPS for the current fiscal year.

International Business Machines Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 10th were given a dividend of $1.68 per share. The ex-dividend date of this dividend was Tuesday, February 10th. This represents a $6.72 annualized dividend and a dividend yield of 2.7%. International Business Machines’s dividend payout ratio (DPR) is currently 60.27%.

Insider Activity at International Business Machines

In other International Business Machines news, Director Michael Miebach purchased 434 shares of the firm’s stock in a transaction that occurred on Wednesday, February 25th. The stock was bought at an average cost of $233.33 per share, with a total value 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. The trade was a ∞ increase in their position. The purchase was disclosed in a legal filing with the SEC, which is accessible through this link. Also, Director David N. Farr purchased 1,000 shares of the company’s stock in a transaction that occurred on Friday, January 30th. The shares were acquired at an average price 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 of the company’s stock, valued at $2,814,432. This trade represents a 12.11% increase in their position. The SEC filing for this purchase provides additional information. In the last three months, insiders have acquired 1,484 shares of company stock worth $417,157. Insiders own 0.18% 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.