International Business Machines Corporation $IBM Shares Sold by VIRGINIA RETIREMENT SYSTEMS ET Al

VIRGINIA RETIREMENT SYSTEMS ET Al reduced its stake in shares of International Business Machines Corporation (NYSE:IBM) by 11.3% during the 3rd quarter, HoldingsChannel reports. The fund owned 231,210 shares of the technology company’s stock after selling 29,600 shares during the period. VIRGINIA RETIREMENT SYSTEMS ET Al’s holdings in International Business Machines were worth $50,850,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also modified their holdings of the company. BlackRock Inc. purchased a new stake in shares of International Business Machines during the second quarter worth $21,586,659,000. State Street Corp grew its stake in International Business Machines by 2.7% in the second quarter. State Street Corp now owns 56,045,055 shares of the technology company’s stock valued at $15,760,430,000 after purchasing an additional 1,450,562 shares in the last quarter. Bank of America Corp DE grew its stake in International Business Machines by 7.0% in the first quarter. Bank of America Corp DE now owns 16,063,653 shares of the technology company’s stock valued at $3,893,669,000 after purchasing an additional 1,049,602 shares in the last quarter. Bank of New York Mellon Corp purchased a new position in International Business Machines in the second quarter valued at about $2,606,782,000. Finally, UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC increased its position in International Business Machines by 0.7% in the 2nd quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 7,621,512 shares of the technology company’s stock worth $2,143,245,000 after purchasing an additional 53,388 shares during the last quarter. 58.96% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at International Business Machines

In other news, SVP Robert Thomas sold 25,000 shares of the stock in a transaction dated Wednesday, August 26th. The stock was sold at an average price of $230.32, for a total transaction of $5,758,000.00. Following the transaction, the senior vice president owned 47,800 shares of the company’s stock, valued at approximately $11,009,296. This represents a 34.34% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link. Corporate insiders own 0.27% of the company’s stock.

International Business Machines Trading Down 0.2%

Shares of NYSE:IBM opened at $257.80 on Friday. The stock has a market capitalization of $243.65 billion, a PE ratio of 21.98, a P/E/G ratio of 2.54 and a beta of 0.73. International Business Machines Corporation has a 1 year low of $199.19 and a 1 year high of $332.46. The firm has a fifty day moving average price of $235.17 and a 200 day moving average price of $249.93. The company has a current ratio of 0.85, a quick ratio of 0.80 and a debt-to-equity ratio of 1.57.

International Business Machines (NYSE:IBM) last posted its earnings results on Wednesday, October 21st. The technology company reported $2.95 EPS for the quarter, topping the consensus estimate of $2.85 by $0.10. International Business Machines had a net margin of 15.99% and a return on equity of 34.37%. The firm had revenue of $17.10 billion for the quarter, compared to the consensus estimate of $16.82 billion. During the same period in the prior year, the business posted $2.65 earnings per share. The business’s quarterly revenue was up 4.7% on a year-over-year basis. Analysts expect 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. Stockholders of record on Tuesday, November 10th will be paid a dividend of $1.69 per share. This represents a $6.76 annualized dividend and a dividend yield of 2.6%. The ex-dividend date is Tuesday, November 10th. International Business Machines’s dividend payout ratio is 57.63%.

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?

Wall Street Analyst Weigh In

A number of research firms have recently weighed in on IBM. Jefferies Financial Group raised their price target on International Business Machines from $270.00 to $280.00 and gave the stock a “buy” rating in a research note on Thursday, October 22nd. Susquehanna lifted their price target on International Business Machines from $235.00 to $256.00 and gave the company a “neutral” rating in a report on Wednesday, October 21st. Morgan Stanley boosted their price target on International Business Machines from $238.00 to $240.00 and gave the company an “equal weight” rating in a research note on Thursday, October 22nd. The Goldman Sachs Group restated a “buy” rating and issued a $300.00 price objective on shares of International Business Machines in a report on Thursday, October 22nd. Finally, Bank of America dropped their price objective on International Business Machines from $330.00 to $280.00 and set a “buy” rating on the stock in a report on Wednesday, July 15th. Nineteen research analysts have rated the stock with a Buy rating, thirteen have issued a Hold rating and two have given a Sell rating to the company. According to data from MarketBeat.com, International Business Machines presently has an average rating of “Moderate Buy” and an average price target of $266.12.

International Business Machines 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.