International Business Machines Corporation $IBM Shares Sold by Sumitomo Mitsui Trust Group Inc.

Sumitomo Mitsui Trust Group Inc. lowered its position in shares of International Business Machines Corporation (NYSE:IBM) by 3.5% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 2,261,891 shares of the technology company’s stock after selling 83,106 shares during the period. Sumitomo Mitsui Trust Group Inc.’s holdings in International Business Machines were worth $497,458,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Assetmark Inc. boosted its holdings in International Business Machines by 24.8% during the 1st quarter. Assetmark Inc. now owns 64,458 shares of the technology company’s stock valued at $15,624,000 after acquiring an additional 12,791 shares during the period. Flputnam Investment Management Co. bought a new position in International Business Machines during the 2nd quarter worth approximately $15,237,000. Beacon Investment Advisory Services Inc. grew its position in International Business Machines by 939.4% during the 2nd quarter. Beacon Investment Advisory Services Inc. now owns 30,495 shares of the technology company’s stock worth $8,575,000 after acquiring an additional 27,561 shares during the last quarter. St. Louis Financial Planners Asset Management LLC increased its stake in International Business Machines by 34.6% in the 2nd quarter. St. Louis Financial Planners Asset Management LLC now owns 14,234 shares of the technology company’s stock worth $4,121,000 after purchasing an additional 3,659 shares during the period. Finally, Evercore Wealth Management LLC increased its stake in International Business Machines by 9.0% in the 1st quarter. Evercore Wealth Management LLC now owns 62,801 shares of the technology company’s stock worth $15,222,000 after purchasing an additional 5,196 shares during the period. 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 International Business Machines stock in a transaction dated Wednesday, August 26th. The shares were sold at an average price of $230.32, for a total transaction of $5,758,000.00. Following the sale, the senior vice president owned 47,800 shares of the company’s stock, valued at approximately $11,009,296. The trade was a 34.34% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Corporate insiders own 0.27% of the company’s stock.

Wall Street Analyst Weigh In

Several analysts have weighed in on the company. Robert W. Baird boosted their price objective on International Business Machines from $230.00 to $260.00 and gave the company a “neutral” rating in a research report on Thursday, October 22nd. HSBC cut their target price on shares of International Business Machines from $175.00 to $174.00 in a report on Friday, July 24th. Craig Hallum began coverage on shares of International Business Machines in a research note on Wednesday, August 19th. They issued a “buy” rating on the stock. Weiss Ratings lowered shares of International Business Machines from a “buy (b-)” rating to a “hold (c+)” rating in a report on Thursday. Finally, Morgan Stanley increased their price target on shares of International Business Machines from $238.00 to $240.00 and gave the company an “equal weight” rating in a research report on Thursday, October 22nd. Nineteen equities research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, International Business Machines presently has an average rating of “Moderate Buy” and an average target price of $266.12.

International Business Machines News Summary

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 Price Performance

Shares of International Business Machines stock opened at $257.80 on Friday. The business has a 50 day moving average of $235.17 and a 200 day moving average of $249.93. International Business Machines Corporation has a 52 week low of $199.19 and a 52 week high of $332.46. The company has a market cap of $243.65 billion, a PE ratio of 21.98, a P/E/G ratio of 2.54 and a beta of 0.73. The company has a quick ratio of 0.80, a current ratio of 0.85 and a debt-to-equity ratio of 1.57.

International Business Machines (NYSE:IBM) last released its quarterly earnings results on Wednesday, October 21st. The technology company reported $2.95 earnings per share for the quarter, beating the consensus estimate of $2.85 by $0.10. The business had revenue of $17.10 billion for the quarter, compared to analysts’ expectations of $16.82 billion. International Business Machines had a net margin of 15.99% and a return on equity of 34.37%. The firm’s revenue for the quarter was up 4.7% compared to the same quarter last year. During the same quarter in the previous year, the business posted $2.65 earnings per share. As a group, equities research analysts forecast that International Business Machines Corporation will post 12.41 earnings per share for the current year.

International Business Machines Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, December 10th. Stockholders of record on Tuesday, November 10th will be given a $1.69 dividend. This represents a $6.76 annualized dividend and a dividend yield of 2.6%. The ex-dividend date of this dividend is Tuesday, November 10th. International Business Machines’s dividend payout ratio (DPR) is currently 57.63%.

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.