International Business Machines Corporation $IBM Stock Purchased by Insight Inv LLC

Insight Inv LLC boosted its stake in International Business Machines Corporation (NYSE:IBM) by 16.2% in the 3rd quarter, Holdings Channel reports. The firm owned 17,678 shares of the technology company’s stock after buying an additional 2,465 shares during the quarter. International Business Machines accounts for approximately 1.8% of Insight Inv LLC’s portfolio, making the stock its 15th biggest position. Insight Inv LLC’s holdings in International Business Machines were worth $3,888,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in IBM. SYM FINANCIAL Corp grew its position in International Business Machines by 20.0% in the third quarter. SYM FINANCIAL Corp now owns 3,721 shares of the technology company’s stock valued at $818,000 after acquiring an additional 619 shares in the last quarter. Oakworth Capital Inc. raised its stake in shares of International Business Machines by 5.2% during the third quarter. Oakworth Capital Inc. now owns 4,048 shares of the technology company’s stock valued at $890,000 after purchasing an additional 200 shares during the period. Independence Bank of Kentucky lifted its position in shares of International Business Machines by 2.4% during the third quarter. Independence Bank of Kentucky now owns 4,146 shares of the technology company’s stock worth $912,000 after purchasing an additional 96 shares in the last quarter. Ashton Thomas Securities LLC lifted its position in shares of International Business Machines by 4.2% during the third quarter. Ashton Thomas Securities LLC now owns 3,676 shares of the technology company’s stock worth $808,000 after purchasing an additional 148 shares in the last quarter. Finally, Black Diamond Financial LLC lifted its position in shares of International Business Machines by 22.7% during the third quarter. Black Diamond Financial LLC now owns 1,361 shares of the technology company’s stock worth $299,000 after purchasing an additional 252 shares in the last quarter. 58.96% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

IBM has been the subject of several analyst reports. Bank of America decreased their target price on shares of International Business Machines from $330.00 to $280.00 and set a “buy” rating for the company in a research note on Wednesday, July 15th. BMO Capital Markets lifted their price target on shares of International Business Machines from $230.00 to $265.00 and gave the stock a “market perform” rating in a research note on Thursday, October 22nd. UBS Group boosted their price objective on shares of International Business Machines from $236.00 to $243.00 and gave the stock a “neutral” rating in a report on Thursday, October 22nd. Truist Financial set a $260.00 price objective on shares of International Business Machines in a research report on Thursday, October 22nd. Finally, Weiss Ratings raised shares of International Business Machines from a “hold (c+)” rating to a “buy (b-)” rating in a research report on Wednesday, October 14th. Twenty analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and a consensus target price of $266.12.

Trending Headlines about International Business Machines

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

• Positive Sentiment: IBM expects free cash flow to increase by more than $1 billion in 2026, a potentially important catalyst for dividends, debt reduction, and shareholder returns. A $1 Billion Reason to Consider Buying the IBM Stock Dip
• Positive Sentiment: IBM introduced identity, access-control, and monitoring capabilities for enterprise AI agents. The offering addresses growing concerns about security, accountability, and governance as companies deploy autonomous software, potentially strengthening IBM’s hybrid-cloud and enterprise-AI positioning. IBM Introduces Identity and Control for AI Agents
• Positive Sentiment: Analysts and commentators continue to identify IBM’s quantum-computing research as a potential longer-term growth catalyst, while its software business and hybrid-cloud strategy provide the current operating foundation. IBM Continues to Plug Along, but Its Quantum Computing Bet Could Be the Real Catalyst
• Neutral Sentiment: IBM HashiCorp’s Terraform Self-Managed platform was validated for interoperability with Cohesity Data Cloud, improving cloud-application recovery after cyberattacks. The announcement supports IBM’s ecosystem but did not disclose a material financial commitment. Cohesity Data Cloud and IBM Terraform Interoperability
• Neutral Sentiment: IBM is listed among vendors serving the projected 20.2% compound-growth market for AI-driven drug-safety platforms, but the report does not announce a new IBM contract or revenue forecast. AI-Driven Drug Safety and Pharmacovigilance Platforms Market Report
• Negative Sentiment: IBM underperformed its competitors during the latest session, reflecting weaker relative investor demand despite its AI-related announcements. IBM Stock Underperforms Competitors
• Negative Sentiment: Susquehanna maintained a “Hold” rating, suggesting limited conviction that IBM’s current valuation and growth profile justify more bullish positioning. Susquehanna Remains a Hold on IBM

International Business Machines Stock Performance

IBM stock opened at $250.19 on Wednesday. The stock’s 50 day moving average is $233.86 and its two-hundred day moving average is $250.68. International Business Machines Corporation has a 52-week low of $199.19 and a 52-week high of $332.46.

International Business Machines (NYSE:IBM) last released its earnings results on Wednesday, October 21st. The technology company reported $2.95 EPS for the quarter, beating the consensus estimate of $2.85 by $0.10. The business had revenue of $17.10 billion for the quarter, compared to analysts’ expectations of $16.82 billion. The business’s quarterly revenue was up 4.7% compared to the same quarter last year. During the same quarter last year, the company posted $2.65 earnings per share. As a group, equities research analysts predict that International Business Machines Corporation will post 12.41 EPS for the current fiscal year.

International Business Machines Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, December 10th. Investors of record on Tuesday, November 10th will be paid a $1.69 dividend. This represents a $6.76 dividend on an annualized basis and a dividend yield of 2.7%. The ex-dividend date is Tuesday, November 10th.

Insider Transactions at International Business Machines

In other International Business Machines news, SVP Robert Thomas sold 25,000 shares of the stock in a transaction on Wednesday, August 26th. The shares were sold at an average price of $230.32, for a total transaction of $5,758,000.00. Following the transaction, the senior vice president directly owned 47,800 shares in the company, valued at $11,009,296. This represents a 34.34% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this link. 0.27% of the stock is owned by corporate insiders.

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.