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

Meyer Handelman Co. trimmed its holdings in International Business Machines Corporation (NYSE:IBM) by 0.9% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 353,523 shares of the technology company’s stock after selling 3,127 shares during the quarter. International Business Machines comprises approximately 3.3% of Meyer Handelman Co.’s portfolio, making the stock its 3rd largest holding. Meyer Handelman Co.’s holdings in International Business Machines were worth $104,717,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also made changes to their positions in the company. Mountain Hill Investment Partners Corp. acquired a new stake in shares of International Business Machines in the third quarter valued at approximately $28,000. SWAN Capital LLC purchased a new position in International Business Machines during the third quarter worth approximately $28,000. Trifecta Capital Advisors LLC boosted its stake in International Business Machines by 129.1% during the third 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 last quarter. American Wealth Advisors LLC purchased a new stake in International Business Machines in the 3rd quarter valued at $40,000. Finally, Davis Capital Management purchased a new stake in International Business Machines in the 3rd quarter valued at $54,000. 58.96% of the stock is currently owned by institutional investors and hedge funds.

International Business Machines Stock Performance

Shares of International Business Machines stock opened at $242.00 on Wednesday. The firm has a market cap of $227.00 billion, a PE ratio of 21.70, a price-to-earnings-growth 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 Corporation has a 52 week low of $214.50 and a 52 week high of $324.90. The business’s fifty day simple moving average is $263.12 and its 200-day simple moving average is $284.45.

International Business Machines (NYSE:IBM) last issued its quarterly earnings data on Wednesday, January 28th. The technology company reported $4.52 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $4.33 by $0.19. The firm 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 company’s quarterly revenue was up 12.2% on a year-over-year basis. During the same period last year, the company earned $3.92 EPS. Equities analysts forecast that International Business Machines Corporation will post 10.78 earnings per share for the current year.

International Business Machines Announces Dividend

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

Wall Street Analyst Weigh In

IBM has been the topic of several analyst reports. Stifel Nicolaus lifted their price target on International Business Machines from $325.00 to $340.00 and gave the stock a “buy” rating in a report on Thursday, January 29th. Morgan Stanley dropped their price objective on shares of International Business Machines from $304.00 to $247.00 and set an “equal weight” rating for the company in a report on Wednesday, February 25th. DZ Bank upgraded shares of International Business Machines to a “hold” rating in a research report on Wednesday, February 11th. Wedbush reaffirmed an “outperform” rating and set a $340.00 target price on shares of International Business Machines in a research note on Tuesday, February 24th. Finally, Bank of America boosted their target price on shares of International Business Machines from $315.00 to $335.00 and gave the company a “buy” rating in a report on Tuesday, January 13th. One analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and eight have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, International Business Machines presently has a consensus rating of “Moderate Buy” and an average price target of $314.60.

Insider Buying and Selling

In related news, Director Michael Miebach acquired 434 shares of the firm’s stock in a transaction dated Wednesday, February 25th. The shares were purchased at an average cost of $233.33 per share, for a total transaction of $101,265.22. Following the acquisition, the director owned 434 shares in the company, valued at $101,265.22. The trade was a ∞ increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, Director David N. Farr acquired 1,000 shares of the stock in a transaction that occurred on Friday, January 30th. The shares were bought at an average cost of $304.00 per share, with a total value of $304,000.00. Following the transaction, the director directly owned 9,258 shares in the company, valued at $2,814,432. This trade represents a 12.11% increase in their position. The disclosure for this purchase is available in the SEC filing. Insiders bought a total of 1,484 shares of company stock worth $417,157 over the last three months. Insiders own 0.27% of the company’s stock.

Key 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 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.