Crossmark Global Holdings Inc. Sells 25,320 Shares of International Business Machines Corporation $IBM

Crossmark Global Holdings Inc. lowered its holdings in shares of International Business Machines Corporation (NYSE:IBM) by 16.9% in the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 124,918 shares of the technology company’s stock after selling 25,320 shares during the quarter. Crossmark Global Holdings Inc.’s holdings in International Business Machines were worth $35,247,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Vanguard Group Inc. boosted its holdings in shares of International Business Machines by 0.8% in the 3rd quarter. Vanguard Group Inc. now owns 95,776,307 shares of the technology company’s stock worth $27,024,243,000 after purchasing an additional 724,832 shares during the period. State Street Corp lifted its holdings in shares of International Business Machines by 0.3% in the 2nd quarter. State Street Corp now owns 54,536,963 shares of the technology company’s stock worth $16,076,406,000 after acquiring an additional 147,721 shares during the last quarter. Geode Capital Management LLC lifted its stake in International Business Machines by 1.9% in the second quarter. Geode Capital Management LLC now owns 21,936,235 shares of the technology company’s stock worth $6,444,527,000 after purchasing an additional 400,131 shares during the last quarter. Legal & General Group Plc lifted its stake in shares of International Business Machines by 3.4% during the 2nd quarter. Legal & General Group Plc now owns 7,126,503 shares of the technology company’s stock worth $2,100,751,000 after acquiring an additional 234,318 shares during the last quarter. Finally, Norges Bank bought a new stake in shares of International Business Machines during the second quarter worth $2,011,122,000. Hedge funds and other institutional investors own 58.96% of the company’s stock.

Insider Activity

In related news, Director Michael Miebach purchased 434 shares of the firm’s stock in a transaction that occurred on Wednesday, February 25th. The shares were purchased at an average cost of $233.33 per share, with a total value of $101,265.22. Following the purchase, the director owned 434 shares of the company’s stock, valued at $101,265.22. This represents a ∞ increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director David N. Farr acquired 1,000 shares of the stock in a transaction that occurred on Friday, January 30th. The stock was purchased 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 in the company, valued at $2,814,432. The trade was a 12.11% increase in their position. The disclosure for this purchase is available in the SEC filing. In the last quarter, insiders bought 1,484 shares of company stock worth $417,157. Company insiders own 0.18% of the company’s stock.

International Business Machines Stock Performance

NYSE IBM opened at $249.71 on Thursday. The stock has a market capitalization of $234.24 billion, a price-to-earnings ratio of 22.40, a PEG ratio of 2.46 and a beta of 0.73. The stock has a 50-day moving average of $283.62 and a 200 day moving average of $284.04. The company has a current ratio of 0.96, a quick ratio of 0.92 and a debt-to-equity ratio of 1.67. International Business Machines Corporation has a twelve month low of $214.50 and a twelve month high of $324.90.

International Business Machines (NYSE:IBM) last announced its earnings results on Wednesday, January 28th. The technology company reported $4.52 earnings per share for the quarter, topping the consensus estimate of $4.33 by $0.19. International Business Machines had a return on equity of 38.15% and a net margin of 15.69%.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 prior year, the company posted $3.92 EPS. The business’s quarterly revenue was up 12.2% on a year-over-year basis. Sell-side analysts anticipate that International Business Machines Corporation will post 10.78 EPS for the current fiscal year.

International Business Machines Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 10th will be issued a dividend of $1.68 per share. This represents a $6.72 annualized dividend and a yield of 2.7%. The ex-dividend date of this dividend is Tuesday, February 10th. International Business Machines’s dividend payout ratio (DPR) is presently 60.27%.

Key Stories Impacting International Business Machines

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

• Positive Sentiment: IBM won a multi-year $112 million contract with the U.S. Defense Commissary Agency to modernize pricing displays and simultaneously announced a Deepgram voice-AI integration for Watsonx, strengthening government revenue visibility and enterprise AI product capabilities. IBM Contract And Voice AI Deal Shape Government And Automation Story
• Positive Sentiment: Coverage highlights that IBM’s combination of government contracts and AI partnerships is expanding its addressable market in public-sector modernization and enterprise automation, a near-term revenue-growth narrative investors favor. IBM Expands AI And Government Ties As Shares Trade Below Targets
• Positive Sentiment: Analyst/press pieces argue the stock’s pullback looks overdone and that fundamentals (recent EPS beat, revenue growth) support watching or accumulating shares — a narrative that can attract buyers after volatility. Why I’m Watching IBM Stock Heading Into March
• Positive Sentiment: Market commentary noting IBM outperforming indices today reinforces the momentum narrative and may prompt short-term inflows from momentum/quant strategies. IBM (IBM) Laps the Stock Market: Here’s Why
• Neutral Sentiment: Industry research lists IBM among 120+ firms in the growing Business Process Automation market — a structural tailwind but not a firm-specific catalyst by itself. Business Process Automation Strategic Market Report 2026-2030
• Neutral Sentiment: A retail press item about Railtown AI’s advisory appointments is unrelated to IBM fundamentals and unlikely to move IBM shares. Railtown AI Strengthens Advisory Board and Executive Team
• Neutral Sentiment: Broader tech/quantum coverage favors specialists like IonQ, underscoring competition for investor attention within advanced-tech themes rather than changing IBM’s near-term earnings outlook. If I Could Own Only 1 Quantum Computing Stock for 2026, It Would Be This
• Negative Sentiment: Commentary and analysis point to heightened volatility after a sharp intraday drop (13% in one day), raising concerns about market sensitivity to AI-development news and macro pressure — a risk to short-term sentiment. If IBM Can Drop 13% In A Day, What Does This Say About These Market Conditions?
• Negative Sentiment: European coverage warns that AI innovation cycles have unsettled investor confidence in IBM, which could keep downside pressure if execution or growth signals disappoint. IBM Shares Face Pressure as AI Innovation Rattles Investor Confidence

Analysts Set New Price Targets

IBM has been the topic of a number of research analyst reports. DZ Bank upgraded shares of International Business Machines to a “hold” rating in a research note on Wednesday, February 11th. Dbs Bank raised shares of International Business Machines from a “hold” rating to a “moderate buy” rating in a research note on Monday, January 19th. Oppenheimer set a $380.00 price objective on shares of International Business Machines and gave the company an “outperform” rating in a report on Thursday, January 29th. Weiss Ratings restated a “buy (b)” rating on shares of International Business Machines in a report on Thursday, January 22nd. Finally, Wedbush restated an “outperform” rating and set a $340.00 price objective on shares of International Business Machines in a research note on Tuesday, February 24th. One research 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. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $320.87.

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.