Clark Capital Management Group Inc. Has $63.94 Million Stake in International Business Machines Corporation $IBM

Clark Capital Management Group Inc. raised its holdings in International Business Machines Corporation (NYSE:IBM) by 1.5% in the 3rd quarter, HoldingsChannel reports. The firm owned 226,598 shares of the technology company’s stock after purchasing an additional 3,397 shares during the quarter. Clark Capital Management Group Inc.’s holdings in International Business Machines were worth $63,937,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently bought and sold shares of the business. Winnow Wealth LLC acquired a new stake in shares of International Business Machines in the second quarter valued at $27,000. Mountain Hill Investment Partners Corp. acquired a new position in International Business Machines during the 3rd quarter worth about $28,000. SWAN Capital LLC bought a new stake in International Business Machines during the 3rd quarter worth about $28,000. Trifecta Capital Advisors LLC grew its holdings 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 acquiring an additional 71 shares during the last quarter. Finally, American Wealth Advisors LLC acquired a new stake in International Business Machines in the 3rd quarter valued at about $40,000. Institutional investors and hedge funds own 58.96% of the company’s stock.

Analyst Ratings Changes

IBM has been the subject of a number of research analyst reports. Oppenheimer set a $380.00 target price on shares of International Business Machines and gave the stock an “outperform” rating in a research note on Thursday, January 29th. Argus set a $360.00 price target on shares of International Business Machines in a report on Friday, January 30th. UBS Group upgraded shares of International Business Machines from a “sell” rating to a “neutral” rating and set a $236.00 price objective for the company in a research report on Wednesday, February 25th. Sanford C. Bernstein reaffirmed a “market perform” rating on shares of International Business Machines in a report on Wednesday, December 10th. Finally, DZ Bank upgraded International Business Machines to a “hold” rating in a research report on Wednesday, February 11th. One investment analyst has rated the stock with a Strong Buy rating, eleven have given 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 an average rating of “Moderate Buy” and a consensus price target of $320.87.

More International Business Machines News

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 Down 0.5%

Shares of 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 firm’s 50-day moving average is $276.81 and its 200-day moving average is $284.56. The company has a current ratio of 0.96, a quick ratio of 0.92 and a debt-to-equity ratio of 1.67. The firm has a market capitalization of $231.10 billion, a PE ratio of 22.10, a price-to-earnings-growth ratio of 2.47 and a beta of 0.73.

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

International Business Machines Announces Dividend

The firm 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 was Tuesday, February 10th. This represents a $6.72 annualized dividend and a dividend yield of 2.7%. International Business Machines’s payout ratio is presently 60.27%.

Insiders Place Their Bets

In related news, Director David N. Farr acquired 1,000 shares of the company’s stock in a transaction that occurred on Friday, January 30th. The stock was 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 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 purchase was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, Director Michael Miebach bought 434 shares of the business’s stock in a transaction on Wednesday, February 25th. The stock was bought at an average cost of $233.33 per share, for a total transaction of $101,265.22. Following the purchase, the director directly owned 434 shares of the company’s stock, valued at approximately $101,265.22. This trade represents a ∞ increase in their position. The SEC filing for this purchase provides additional information. In the last three months, insiders bought 1,484 shares of company stock worth $417,157. 0.18% of the stock is currently owned by company insiders.

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.