International Business Machines Corporation $IBM is Godsey & Gibb Inc.’s 8th Largest Position

Godsey & Gibb Inc. reduced its stake in International Business Machines Corporation (NYSE:IBM) by 7.4% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 102,785 shares of the technology company’s stock after selling 8,270 shares during the quarter. International Business Machines comprises approximately 2.7% of Godsey & Gibb Inc.’s holdings, making the stock its 8th largest position. Godsey & Gibb Inc.’s holdings in International Business Machines were worth $30,446,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in IBM. Family CFO Inc purchased a new position in International Business Machines during the fourth quarter valued at $25,000. Mountain Hill Investment Partners Corp. purchased a new stake in shares of International Business Machines in the third quarter worth $28,000. SWAN Capital LLC purchased a new stake in shares of International Business Machines in the third quarter worth $28,000. Trifecta Capital Advisors LLC increased its holdings in shares of International Business Machines by 129.1% during the third quarter. Trifecta Capital Advisors LLC now owns 126 shares of the technology company’s stock valued at $36,000 after acquiring an additional 71 shares in the last quarter. Finally, American Wealth Advisors LLC purchased a new position in shares of International Business Machines in the 3rd quarter worth about $40,000. Hedge funds and other institutional investors own 58.96% of the company’s stock.

International Business Machines Price Performance

NYSE IBM opened at $253.50 on Monday. International Business Machines Corporation has a one year low of $220.72 and a one year high of $324.90. The stock has a 50-day moving average of $249.03 and a 200 day moving average of $281.88. The company has a market capitalization of $237.79 billion, a price-to-earnings ratio of 22.74, a PEG ratio of 2.65 and a beta of 0.69. The company has a debt-to-equity ratio of 1.67, a quick ratio of 0.92 and a current ratio of 0.96.

International Business Machines (NYSE:IBM) last issued its earnings results on Wednesday, January 28th. The technology company reported $4.52 earnings per share for the quarter, topping analysts’ consensus estimates of $4.33 by $0.19. The business had revenue of $19.69 billion during the quarter, compared to analyst estimates of $19.23 billion. International Business Machines had a return on equity of 38.15% and a net margin of 15.69%.International Business Machines’s revenue was up 12.2% on a year-over-year basis. During the same quarter in the previous year, the firm earned $3.92 EPS. On average, sell-side analysts forecast that International Business Machines Corporation will post 10.78 EPS for the current year.

International Business Machines Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 10th were issued a dividend of $1.68 per share. This represents a $6.72 annualized dividend and a dividend yield of 2.7%. The ex-dividend date of this dividend was Tuesday, February 10th. International Business Machines’s payout ratio is presently 60.27%.

Insider Activity at International Business Machines

In related news, Director Michael Miebach acquired 434 shares of the stock in a transaction that occurred on Wednesday, February 25th. The shares were bought at an average price of $233.33 per share, for a total transaction of $101,265.22. Following the completion of the transaction, the director directly owned 434 shares in the company, valued at approximately $101,265.22. This trade represents a ? increase in their ownership of the stock. The acquisition was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, Director David N. Farr bought 1,000 shares of the company’s stock in a transaction that occurred on Friday, January 30th. The stock was bought at an average price of $304.00 per share, for a total transaction of $304,000.00. Following the acquisition, the director directly owned 9,258 shares of the company’s stock, valued at $2,814,432. The trade was a 12.11% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have bought 1,484 shares of company stock valued at $417,157 over the last three months. 0.27% of the stock is owned by corporate insiders.

Analyst Upgrades and Downgrades

IBM has been the topic of a number of analyst reports. Wedbush reiterated an “outperform” rating and issued a $340.00 price target on shares of International Business Machines in a research note on Friday. Erste Group Bank lowered shares of International Business Machines from a “buy” rating to a “hold” rating in a research note on Wednesday, February 18th. BMO Capital Markets decreased their target price on shares of International Business Machines from $350.00 to $290.00 and set a “market perform” rating for the company in a report on Thursday, March 19th. Jefferies Financial Group reiterated a “buy” rating on shares of International Business Machines in a research note on Monday, February 23rd. Finally, Wall Street Zen downgraded shares of International Business Machines from a “buy” rating to a “hold” rating in a research report on Sunday, January 11th. One investment analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and eight have given a Hold rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $301.94.

Key International Business Machines News

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

• Positive Sentiment: Wedbush reaffirmed an “outperform” rating and raised its $340 price target, signaling strong analyst conviction that IBM’s AI/hybrid-cloud strategy can drive upside. Read More.
• Positive Sentiment: Wedbush/Dan Ives and other analysts are bullish on enterprise AI adoption — Ives specifically sees ~35% upside as customers move from AI pilots to large-scale deployments, supporting near-term revenue/earnings growth expectations. Read More.
• Positive Sentiment: Analysts broadly expect IBM to beat Q1 estimates; consensus previews highlight AI, hybrid cloud, automation and cybersecurity strength as the drivers to watch in the April 22 report. Read More.
• Positive Sentiment: IBM expanded the Illinois Discovery Accelerator with U. of Illinois to develop quantum-centric supercomputing (AI + quantum + HPC), reinforcing IBM’s positioning in next-gen computing that could open new enterprise contracts. Read More.
• Positive Sentiment: Real-world quantum/AI deployments in healthcare (Q4Bio finalists, partnerships like GNQ Insilico) showcase early commercial traction for IBM Quantum and healthcare-focused AI services — potential long-term revenue lift if deployments scale. Read More.
• Positive Sentiment: IBM rolled out new cybersecurity tools aimed at AI-powered attacks, addressing a fast-growing enterprise need and reinforcing cross-selling opportunities into existing clients. Read More.
• Neutral Sentiment: Zacks and other previews note IBM’s strategic moves (Confluent acquisition, AI partnerships) but warn premium valuation and slipping EPS estimates are headwinds to consider — mixed implications for risk/return. Read More.
• Neutral Sentiment: Brand commentary (e.g., PYMNTS piece on legacy purchasing behavior) is informational about buyer psychology rather than an immediate stock catalyst. Read More.
• Negative Sentiment: The DOJ brought a novel false-claims action tied to diversity practices — an emerging legal/regulatory risk that could create reputational and financial uncertainty if it escalates. Read More.

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.