Trek Financial LLC Has $2.72 Million Stake in International Business Machines Corporation $IBM

Trek Financial LLC grew its holdings in shares of International Business Machines Corporation (NYSE:IBM) by 47.0% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 9,184 shares of the technology company’s stock after acquiring an additional 2,937 shares during the quarter. Trek Financial LLC’s holdings in International Business Machines were worth $2,720,000 at the end of the most recent quarter.

Several other institutional investors have also recently bought and sold shares of the business. CVA Family Office LLC raised its stake in International Business Machines by 1.4% during the fourth quarter. CVA Family Office LLC now owns 2,389 shares of the technology company’s stock worth $708,000 after acquiring an additional 33 shares in the last quarter. Foster Group Inc. raised its stake in International Business Machines by 1.3% during the fourth quarter. Foster Group Inc. now owns 2,507 shares of the technology company’s stock worth $742,000 after acquiring an additional 33 shares in the last quarter. New Covenant Trust Company N.A. raised its stake in International Business Machines by 3.8% during the fourth quarter. New Covenant Trust Company N.A. now owns 905 shares of the technology company’s stock worth $264,000 after acquiring an additional 33 shares in the last quarter. McGowan Group Asset Management Inc. raised its stake in International Business Machines by 1.2% during the fourth quarter. McGowan Group Asset Management Inc. now owns 2,693 shares of the technology company’s stock worth $798,000 after acquiring an additional 33 shares in the last quarter. Finally, CFS Investment Advisory Services LLC grew its holdings in shares of International Business Machines by 0.4% during the third quarter. CFS Investment Advisory Services LLC now owns 9,359 shares of the technology company’s stock worth $2,878,000 after purchasing an additional 34 shares during the last quarter. Institutional investors and hedge funds own 58.96% of the company’s stock.

Trending Headlines about International Business Machines

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

• Positive Sentiment: Jefferies said IBM came away from its Think 2026 conference with a constructive view on the company’s long-term outlook, citing strong software pipeline trends, cross-selling opportunities, and what it called underappreciated AI positioning. IBM well-positioned to benefit from enterprise AI demand
• Positive Sentiment: IBM announced new managed services, including Red Hat AI Inference on IBM Cloud and Red Hat OpenShift Virtualization Service, aimed at helping enterprises operationalize AI and run secure, scalable workloads; this supports the company’s hybrid-cloud and AI strategy. IBM Announces Red Hat AI Inference and Red Hat OpenShift Virtualization Service on IBM Cloud
• Positive Sentiment: Multiple analyst and market commentary pieces framed IBM as an attractive AI stock versus peers, pointing to hybrid-cloud demand, watsonx upgrades, valuation support, and steady cash flow. IBM vs. Qualcomm: Which AI Tech Stock is the Better Buy Now?
• Neutral Sentiment: Broader industry reports highlighted fast growth in cloud professional services and generative AI infrastructure, trends that could support IBM’s offerings, though they were not IBM-specific catalysts. Cloud Professional Services Market Report 2026
• Negative Sentiment: IBM has still been weighed down by recent momentum weakness and legal overhang, including a lawsuit alleging racially discriminatory layoffs, which could pressure sentiment around governance and ESG risk. IBM Lawsuit Over Black Executive Layoffs Tests Governance And ESG Story

Insider Buying and Selling

In related news, Director Michael Miebach bought 434 shares of International Business Machines stock in a transaction that occurred on Wednesday, February 25th. The shares were acquired at an average cost of $233.33 per share, for a total transaction of $101,265.22. Following the completion of the acquisition, the director directly owned 434 shares of the company’s stock, valued at approximately $101,265.22. The trade was a ∞ increase in their position. The purchase was disclosed in a document filed with the SEC, which is available at the SEC website. 0.27% of the stock is owned by insiders.

Wall Street Analyst Weigh In

IBM has been the topic of several research reports. Stifel Nicolaus reduced their price target on International Business Machines from $340.00 to $290.00 and set a “buy” rating on the stock in a report on Wednesday, April 8th. Erste Group Bank cut International Business Machines from a “buy” rating to a “hold” rating in a report on Wednesday, February 18th. Weiss Ratings cut International Business Machines from a “buy (b)” rating to a “buy (b-)” rating in a report on Monday, May 4th. Jefferies Financial Group reduced their price target on International Business Machines from $370.00 to $320.00 and set a “buy” rating on the stock in a report on Monday, April 20th. Finally, Evercore boosted their price target on International Business Machines from $330.00 to $345.00 and gave the stock an “outperform” rating in a report on Thursday, January 29th. One investment analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and seven have assigned a Hold rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $294.41.

International Business Machines Stock Performance

Shares of IBM stock opened at $219.66 on Wednesday. The business’s 50 day simple moving average is $242.11 and its 200 day simple moving average is $276.56. International Business Machines Corporation has a one year low of $219.22 and a one year high of $324.90. The stock has a market capitalization of $206.46 billion, a PE ratio of 19.42, a PEG ratio of 2.32 and a beta of 0.58. The company has a debt-to-equity ratio of 1.75, a current ratio of 0.80 and a quick ratio of 0.76.

International Business Machines (NYSE:IBM) last announced its earnings results on Wednesday, April 22nd. The technology company reported $1.91 EPS for the quarter, beating the consensus estimate of $1.81 by $0.10. International Business Machines had a return on equity of 37.23% and a net margin of 15.61%.The business had revenue of $15.92 billion for the quarter, compared to analysts’ expectations of $15.60 billion. During the same period in the prior year, the business posted $1.60 earnings per share. The firm’s revenue was up 9.5% on a year-over-year basis. As a group, research analysts forecast that International Business Machines Corporation will post 12.4 earnings per share for the current year.

International Business Machines Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, June 10th. Investors of record on Friday, May 8th will be issued a $1.69 dividend. The ex-dividend date is Friday, May 8th. This is a boost from International Business Machines’s previous quarterly dividend of $1.68. This represents a $6.76 annualized dividend and a yield of 3.1%. International Business Machines’s dividend payout ratio (DPR) is currently 59.77%.

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.