International Business Machines Corporation $IBM Stake Raised by ProShare Advisors LLC

ProShare Advisors LLC grew its stake in shares of International Business Machines Corporation (NYSE:IBM) by 19.0% during the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 1,103,701 shares of the technology company’s stock after acquiring an additional 176,407 shares during the period. ProShare Advisors LLC’s holdings in International Business Machines were worth $242,737,000 as of its most recent SEC filing.

Several other hedge funds have also recently added to or reduced their stakes in IBM. Harborfront Financial Group LLC acquired a new stake in shares of International Business Machines in the second quarter valued at $27,000. Hara Capital LLC acquired a new position in International Business Machines in the second quarter valued at about $28,000. Bare Financial Services Inc boosted its position in International Business Machines by 114.6% in the second quarter. Bare Financial Services Inc now owns 103 shares of the technology company’s stock valued at $29,000 after buying an additional 55 shares in the last quarter. Caitlin John LLC bought a new position in shares of International Business Machines during the second quarter worth about $35,000. Finally, Axiom Investment Management LLC bought a new position in shares of International Business Machines during the 1st quarter worth about $36,000. Institutional investors own 58.96% of the company’s stock.

Insiders Place Their Bets

In related news, SVP Robert Thomas sold 25,000 shares of the stock in a transaction on Wednesday, August 26th. The stock was sold at an average price of $230.32, for a total value of $5,758,000.00. Following the completion of the transaction, the senior vice president owned 47,800 shares in the company, valued at $11,009,296. This trade represents a 34.34% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. 0.27% of the stock is owned by insiders.

Key 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?

International Business Machines Stock Performance

NYSE:IBM opened at $257.80 on Friday. The company has a quick ratio of 0.80, a current ratio of 0.85 and a debt-to-equity ratio of 1.57. The company has a fifty day simple moving average of $235.17 and a two-hundred day simple moving average of $249.93. The company has a market cap of $243.65 billion, a price-to-earnings ratio of 21.98, a price-to-earnings-growth ratio of 2.54 and a beta of 0.73. 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 announced its 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 company’s revenue for the quarter was up 4.7% compared to the same quarter last year. During the same period last year, the firm posted $2.65 earnings per share. As a group, equities analysts anticipate that International Business Machines Corporation will post 12.41 earnings per share for the current fiscal year.

International Business Machines Announces Dividend

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 issued a $1.69 dividend. The ex-dividend date of this dividend is Tuesday, November 10th. This represents a $6.76 annualized dividend and a dividend yield of 2.6%. International Business Machines’s dividend payout ratio (DPR) is 57.63%.

Wall Street Analyst Weigh In

A number of analysts recently weighed in on the stock. Truist Financial set a $260.00 target price on shares of International Business Machines in a report on Thursday, October 22nd. Weiss Ratings lowered International Business Machines from a “buy (b-)” rating to a “hold (c+)” rating in a report on Thursday. Oppenheimer cut International Business Machines from an “outperform” rating to a “market perform” rating in a research report on Wednesday, July 15th. Evercore cut their price target on International Business Machines from $310.00 to $250.00 and set an “outperform” rating for the company in a report on Thursday, July 16th. Finally, JPMorgan Chase & Co. raised their price target on shares of International Business Machines from $250.00 to $269.00 and gave the stock an “overweight” rating in a research note on Thursday, October 22nd. Nineteen investment analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $266.12.

International Business Machines Company Profile

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.