Rep. Julie Johnson Sells Shares of International Business Machines Corporation (NYSE:IBM)

Representative Julie Johnson (D-Texas) recently sold shares of International Business Machines Corporation (NYSE:IBM). In a filing disclosed on December 11th, the Representative disclosed that they had sold between $1,001 and $15,000 in International Business Machines stock on November 13th. The trade occurred in the Representative’s “CHASE BROKERAGE ACCOUNT (3935)” account.

Representative Julie Johnson also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Charles Schwab (NYSE:SCHW) on 11/13/2025.
• Sold $1,001 – $15,000 in shares of UnitedHealth Group (NYSE:UNH) on 11/13/2025.
• Sold $1,001 – $15,000 in shares of Cigna Group (NYSE:CI) on 11/13/2025.
• Sold $1,001 – $15,000 in shares of Xcel Energy (NASDAQ:XEL) on 11/13/2025.
• Sold $1,001 – $15,000 in shares of Capital One Financial (NYSE:COF) on 11/13/2025.
• Sold $1,001 – $15,000 in shares of Walmart (NASDAQ:WMT) on 11/13/2025.
• Sold $1,001 – $15,000 in shares of Seagate Technology (NASDAQ:STX) on 11/13/2025.
• Sold $1,001 – $15,000 in shares of Wells Fargo & Company (NYSE:WFC) on 11/13/2025.
• Sold $1,001 – $15,000 in shares of Texas Instruments (NASDAQ:TXN) on 11/13/2025.
• Sold $1,001 – $15,000 in shares of The Goldman Sachs Group (NYSE:GS) on 11/13/2025.

International Business Machines Trading Down 1.0%

IBM stock traded down $2.93 during trading on Thursday, hitting $300.39. The company had a trading volume of 4,759,701 shares, compared to its average volume of 3,325,430. The firm has a 50-day moving average price of $300.57 and a 200-day moving average price of $279.30. International Business Machines Corporation has a 12 month low of $214.50 and a 12 month high of $324.90. The company has a quick ratio of 0.89, a current ratio of 0.93 and a debt-to-equity ratio of 1.97. The stock has a market cap of $280.79 billion, a price-to-earnings ratio of 35.93, a PEG ratio of 3.02 and a beta of 0.69.

International Business Machines (NYSE:IBM) last released its earnings results on Wednesday, October 22nd. The technology company reported $2.65 EPS for the quarter, beating the consensus estimate of $2.45 by $0.20. The company had revenue of $16.33 billion during the quarter, compared to analysts’ expectations of $16.10 billion. International Business Machines had a return on equity of 37.76% and a net margin of 12.09%.The business’s revenue for the quarter was up 9.1% on a year-over-year basis. During the same period last year, the firm earned $2.30 EPS. As a group, analysts predict that International Business Machines Corporation will post 10.78 earnings per share for the current year.

International Business Machines Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Wednesday, December 10th. Investors of record on Monday, November 10th were issued a $1.68 dividend. The ex-dividend date of this dividend was Monday, November 10th. This represents a $6.72 dividend on an annualized basis and a dividend yield of 2.2%. International Business Machines’s dividend payout ratio (DPR) is currently 80.38%.

Analyst Ratings Changes

IBM has been the subject of a number of research reports. Wall Street Zen upgraded International Business Machines from a “hold” rating to a “buy” rating in a research report on Sunday, October 26th. Morgan Stanley reduced their target price on shares of International Business Machines from $256.00 to $252.00 and set an “equal weight” rating on the stock in a research note on Thursday, October 23rd. UBS Group reiterated a “sell” rating on shares of International Business Machines in a research report on Tuesday, December 9th. Royal Bank Of Canada cut their price objective on shares of International Business Machines from $315.00 to $300.00 and set an “outperform” rating on the stock in a report on Thursday, October 23rd. Finally, Jefferies Financial Group raised their price objective on shares of International Business Machines from $280.00 to $305.00 and gave the company a “hold” rating in a research note on Tuesday, October 21st. One investment analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, six have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $293.38.

Institutional Trading of International Business Machines

Large investors have recently bought and sold shares of the business. AIA Group Ltd raised its holdings in shares of International Business Machines by 58.3% during the third quarter. AIA Group Ltd now owns 34,798 shares of the technology company’s stock worth $9,819,000 after acquiring an additional 12,809 shares during the period. Strategic Investment Advisors MI increased its holdings in International Business Machines by 16.1% during the 3rd quarter. Strategic Investment Advisors MI now owns 1,400 shares of the technology company’s stock worth $395,000 after purchasing an additional 194 shares in the last quarter. Farmers National Bank raised its stake in shares of International Business Machines by 2.6% in the 3rd quarter. Farmers National Bank now owns 26,114 shares of the technology company’s stock valued at $7,368,000 after purchasing an additional 664 shares during the period. FNY Investment Advisers LLC bought a new stake in shares of International Business Machines in the third quarter valued at about $1,410,000. Finally, Hudson Bay Capital Management LP lifted its holdings in shares of International Business Machines by 104.2% in the third quarter. Hudson Bay Capital Management LP now owns 1,069 shares of the technology company’s stock valued at $302,000 after purchasing an additional 26,769 shares in the last quarter. 58.96% of the stock is owned by institutional investors.

About Representative Johnson

Julie Johnson (Democratic Party) is a member of the U.S. House, representing Texas’ 32nd Congressional District. She assumed office on January 3, 2025. Her current term ends on January 3, 2027.

Johnson (Democratic Party) ran for election to the U.S. House to represent Texas’ 32nd Congressional District. She won in the general election on November 5, 2024.

Julie Johnson earned a B.A. in history and government from the University of Texas at Austin in 1987 and a J.D. from the University of Houston Law Center in 1991. Johnson’s career experience includes working as an attorney.

About International Business Machines

International Business Machines Corporation, together with its subsidiaries, provides integrated solutions and services worldwide. The company operates through Software, Consulting, Infrastructure, and Financing segments. The Software segment offers a hybrid cloud and AI platforms that allows clients to realize their digital and AI transformations across the applications, data, and environments in which they operate.