International Business Machines Corporation $IBM Stock: Vise Technologies Inc. Raises Holdings

Vise Technologies Inc. boosted its holdings in International Business Machines Corporation (NYSE:IBM) by 11.3% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 71,662 shares of the technology company’s stock after buying an additional 7,256 shares during the quarter. Vise Technologies Inc.’s holdings in International Business Machines were worth $15,761,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently bought and sold shares of the business. Assetmark Inc. boosted its stake in International Business Machines by 24.8% during the 1st 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 period. Flputnam Investment Management Co. purchased a new position in International Business Machines during the 2nd quarter worth $15,237,000. Beacon Investment Advisory Services Inc. increased its stake 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 period. St. Louis Financial Planners Asset Management LLC increased its stake in International Business Machines by 34.6% in the second 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 purchasing an additional 3,659 shares during the period. Finally, Evercore Wealth Management LLC raised its holdings in shares of International Business Machines by 9.0% in the first quarter. Evercore Wealth Management LLC now owns 62,801 shares of the technology company’s stock valued at $15,222,000 after buying an additional 5,196 shares during the last quarter. 58.96% of the stock is currently owned by institutional investors and hedge funds.

More International Business Machines News

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?

Insider Transactions at International Business Machines

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

Analyst Upgrades and Downgrades

Several brokerages have recently weighed in on IBM. Argus decreased their target price on shares of International Business Machines from $360.00 to $280.00 and set a “buy” rating for the company in a research note on Thursday, July 16th. Barclays boosted their price target on International Business Machines from $262.00 to $277.00 and gave the company an “overweight” rating in a research report on Thursday, October 22nd. UBS Group upped their price objective on International Business Machines from $236.00 to $243.00 and gave the company a “neutral” rating in a research note on Thursday, October 22nd. Evercore decreased their price objective on International Business Machines from $310.00 to $250.00 and set an “outperform” rating for the company in a research report on Thursday, July 16th. Finally, Weiss Ratings downgraded International Business Machines from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday. Nineteen equities research analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, International Business Machines presently has a consensus rating of “Moderate Buy” and a consensus price target of $266.12.

International Business Machines Stock Down 0.0%

IBM stock opened at $257.80 on Monday. International Business Machines Corporation has a one year low of $199.19 and a one year high of $332.46. The stock has a market capitalization of $243.65 billion, a PE ratio of 21.98, a price-to-earnings-growth ratio of 2.54 and a beta of 0.78. The company has a debt-to-equity ratio of 1.57, a quick ratio of 0.80 and a current ratio of 0.85. The company has a fifty day moving average of $235.17 and a 200-day moving average of $249.93.

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

International Business Machines Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, December 10th. Shareholders 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 annualized dividend and a yield of 2.6%. International Business Machines’s payout ratio is presently 57.63%.

About International Business Machines

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.