International Business Machines (NYSE:IBM) Stock Sale Reported by Rep. Maria Elvira Salazar

Representative Maria Elvira Salazar (Republican-Florida) recently sold shares of International Business Machines Corporation (NYSE:IBM). In a filing disclosed on October 7th, the Representative disclosed that they had sold between $1,001 and $15,000 in International Business Machines stock on September 4th. The trade occurred in the Representative’s “UBS BROKERAGE ACCOUNT” account.

Representative Maria Elvira Salazar also recently made the following trade(s):

• Sold $1,001 – $15,000 in shares of Citigroup (NYSE:C) on 9/24/2026.
• Sold $1,001 – $15,000 in shares of Chubb (NYSE:CB) on 9/24/2026.
• Sold $1,001 – $15,000 in shares of Microsoft (NASDAQ:MSFT) on 9/24/2026.
• Sold $1,001 – $15,000 in shares of GE Aerospace (NYSE:GE) on 9/24/2026.
• Sold $1,001 – $15,000 in shares of Honeywell International (NASDAQ:HON) on 9/24/2026.
• Sold $1,001 – $15,000 in shares of Snowflake (NYSE:SNOW) on 9/24/2026.
• Sold $1,001 – $15,000 in shares of FedEx (NYSE:FDX) on 9/24/2026.
• Sold $1,001 – $15,000 in shares of Salesforce (NYSE:CRM) on 9/24/2026.
• Sold $1,001 – $15,000 in shares of RH (NYSE:RH) on 9/24/2026.
• Sold $1,001 – $15,000 in shares of Meta Platforms (NASDAQ:META) on 9/24/2026.

International Business Machines Trading Up 2.8%

NYSE IBM opened at $226.70 on Friday. The stock has a market cap of $213.58 billion, a PE ratio of 20.12, a PEG ratio of 2.10 and a beta of 0.73. The company has a current ratio of 0.79, a quick ratio of 0.74 and a debt-to-equity ratio of 1.63. International Business Machines Corporation has a 12 month low of $199.19 and a 12 month high of $332.46. The company’s 50-day moving average price is $232.24 and its 200-day moving average price is $244.09.

International Business Machines (NYSE:IBM) last announced its quarterly earnings data on Wednesday, July 22nd. The technology company reported $2.93 earnings per share (EPS) for the quarter, hitting the consensus estimate of $2.93. International Business Machines had a return on equity of 35.65% and a net margin of 15.52%.The company had revenue of $17.16 billion for the quarter, compared to analysts’ expectations of $17.46 billion. During the same quarter in the prior year, the firm earned $2.80 earnings per share. International Business Machines’s revenue was up 1.1% compared to the same quarter last year. Equities research analysts forecast that International Business Machines Corporation will post 12.33 earnings per share for the current year.

International Business Machines Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, September 10th. Stockholders of record on Monday, August 10th were issued a $1.69 dividend. The ex-dividend date was Monday, August 10th. This represents a $6.76 dividend on an annualized basis and a dividend yield of 3.0%. International Business Machines’s dividend payout ratio is presently 59.98%.

Key Stories Impacting International Business Machines

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

• Positive Sentiment: DARPA quantum milestone boosts IBM’s technology credibility. IBM advanced to Stage C, the third and final phase of the Defense Advanced Research Projects Agency’s Quantum Benchmarking Initiative. Independent experts will evaluate IBM’s quantum hardware, architecture and systems engineering, supporting management’s goal of delivering a fault-tolerant quantum computer by 2029. The government-backed validation strengthens IBM’s long-term technology narrative, although quantum revenue is still prospective. IBM Advances to Stage C of DARPA Quantum Benchmarking Initiative
• Positive Sentiment: IBM and SAP introduced a cloud ERP offering for midsize businesses. IBM Ready for SAP Solutions combines IBM consulting with SAP cloud ERP to modernize operations, unify data and prepare customers for AI adoption. The initiative could support consulting, cloud and AI-related growth while expanding IBM’s relationship with SAP and enterprise clients. IBM Teams Up with SAP to Help Businesses Modernize Operations and Advance AI-Readiness
• Positive Sentiment: Investors see valuation support if AI and consulting improve. Recent commentary described IBM’s valuation as more appealing after the stock’s pullback, with potential upside from AI adoption and a rebound in consulting activity. The view is partly dependent on IBM converting its technology pipeline into stronger revenue growth and closing large deals. IBM’s Valuation is Getting Interesting as AI and Consulting Rebound
• Neutral Sentiment: IBM scheduled its third-quarter 2026 earnings release and conference call for October 21. The event may become the next major catalyst as investors assess whether delayed enterprise contracts have begun returning and whether AI-related demand is translating into results. IBM to Announce Third-Quarter 2026 Financial Results
• Negative Sentiment: 11:11 Systems acquired select IBM VMware cloud-service-provider customers. The transaction reduces IBM’s VMware-related customer base and highlights competitive pressure in managed infrastructure services, though the financial impact was not disclosed. 11:11 Systems Acquires Select IBM VMware Cloud Service Provider Enterprise Customers
• Negative Sentiment: Recent analysis noted that IBM’s prior-quarter shortfall was largely tied to dozens of large deals that failed to close on time. If delays persist, they could pressure near-term revenue and undermine the optimistic AI and consulting outlook. What Happens To IBM Stock If Its Slowdown Lasts?

Insider Buying and Selling

In other International Business Machines news, SVP Robert Thomas sold 25,000 shares of the business’s stock in a transaction on Wednesday, August 26th. The shares were 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. The trade was a 34.34% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at the SEC website. 0.27% of the stock is owned by corporate insiders.

Institutional Trading of International Business Machines

Several institutional investors have recently added to or reduced their stakes in IBM. Chapin Davis Inc. lifted its stake in International Business Machines by 48.0% during the third quarter. Chapin Davis Inc. now owns 2,808 shares of the technology company’s stock worth $617,000 after purchasing an additional 911 shares in the last quarter. Hardin Capital Partners LLC acquired a new position in International Business Machines during the 3rd quarter worth about $207,000. Monument Capital Management boosted its holdings in International Business Machines by 34.6% during the 3rd quarter. Monument Capital Management now owns 1,299 shares of the technology company’s stock valued at $286,000 after acquiring an additional 334 shares during the period. Diversified Management Inc. grew its position in International Business Machines by 103.3% in the 3rd quarter. Diversified Management Inc. now owns 6,154 shares of the technology company’s stock valued at $1,353,000 after acquiring an additional 3,127 shares in the last quarter. Finally, First Heartland Consultants Inc. increased its stake in International Business Machines by 8.8% during the third quarter. First Heartland Consultants Inc. now owns 2,585 shares of the technology company’s stock worth $568,000 after purchasing an additional 208 shares during the period. Institutional investors and hedge funds own 58.96% of the company’s stock.

Analyst Upgrades and Downgrades

IBM has been the topic of several recent analyst reports. Weiss Ratings lowered International Business Machines from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Tuesday, September 29th. Craig Hallum started coverage on shares of International Business Machines in a research report on Wednesday, August 19th. They issued a “buy” rating on the stock. Piper Sandler raised shares of International Business Machines to an “overweight” rating in a research note on Tuesday, June 23rd. 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, Stifel Nicolaus dropped their price objective on shares of International Business Machines from $290.00 to $235.00 and set a “buy” rating for the company in a report on Monday, July 20th. Eighteen analysts have rated the stock with a Buy rating, thirteen have assigned a Hold rating and two have issued a Sell rating to the company. Based on data from MarketBeat.com, the stock has an average rating of “Hold” and an average target price of $252.96.

About Representative Salazar

Maria Elvira Salazar (Republican Party) is a member of the U.S. House, representing Florida’s 27th Congressional District. She assumed office on January 3, 2021. Her current term ends on January 3, 2027.

Salazar (Republican Party) ran for re-election to the U.S. House to represent Florida’s 27th Congressional District. She won in the general election on November 5, 2024.

Maria Elvira Salazar was born in Miami, Florida, and lives in Coral Gables, Florida. Salazar earned an undergraduate degree from the University of Miami in 1983 and a graduate degree from Harvard University in 1995. Her career experience includes working as a television journalist, reporter, and news anchor.

About International Business Machines

International Business Machines Corporation (NYSE:IBM), commonly known as IBM, is a global technology company that provides hybrid cloud, artificial intelligence, software, consulting and infrastructure solutions. Its offerings help businesses and government organizations manage data, modernize applications, automate processes and improve cybersecurity.

IBM’s portfolio includes the Red Hat hybrid cloud platform, the watsonx suite of artificial intelligence and data tools, consulting services, and enterprise software for areas such as automation, application management, security and asset management.