International Business Machines (NYSE:IBM) Shares Sold Off by Rep. Maria Elvira Salazar

Key Points

• Rep. Maria Elvira Salazar sold $1,001–$15,000 of IBM shares on September 4 from her UBS brokerage account, alongside similarly sized sales of several other technology and industrial stocks.
• IBM opened at $226.70, offers a quarterly dividend of $1.69 with a 3.0% yield, and recently reported $2.93 earnings per share on $17.16 billion in revenue. Analysts maintain a “Moderate Buy” consensus, with an average price target of $253.52.
• IBM’s outlook includes progress in quantum computing and new SAP and AI partnerships, but investors face execution concerns after delayed large deals and potential customer attrition in its VMware services business. Third-quarter 2026 results are scheduled for October 21.

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 Price Performance

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

International Business Machines (NYSE:IBM - Get Free Report) last announced its quarterly earnings data on Wednesday, July 22nd. The technology company reported $2.93 earnings per share for the quarter, meeting analysts' consensus estimates of $2.93. The company had revenue of $17.16 billion for the quarter, compared to analysts' expectations of $17.46 billion. International Business Machines had a return on equity of 35.65% and a net margin of 15.52%.International Business Machines's revenue for the quarter was up 1.1% compared to the same quarter last year. During the same period last year, the firm posted $2.80 EPS. Equities analysts predict that International Business Machines Corporation will post 12.33 earnings per share for the current fiscal year.

International Business Machines Dividend Announcement

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

Trending Headlines about International Business Machines

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

• Positive Sentiment: Quantum computing milestone: IBM advanced to Stage C, the final phase of DARPA’s Quantum Benchmarking Initiative. Independent experts will test IBM’s hardware, architecture and systems engineering, providing important third-party validation of its roadmap toward a fault-tolerant quantum computer. IBM is targeting 2029 for that milestone. IBM Advances to Stage C of DARPA Quantum Benchmarking Initiative
• Positive Sentiment: AI and consulting recovery hopes: Coverage argues IBM’s valuation has become more attractive following its recent decline, while a rebound in consulting demand and continued hybrid-cloud and AI adoption could support growth. IBM’s self-hosted “Bob” AI offering also targets customers that require secure, customer-managed infrastructure. IBM’s Valuation is Getting Interesting as AI and Consulting Rebound
• Positive Sentiment: Enterprise partnerships: IBM launched IBM Ready for SAP Solutions, combining its consulting capabilities with SAP cloud ERP to help midsize companies modernize operations and prepare their data for AI. The offering adds a potential channel for consulting and cloud-related revenue. IBM Teams Up with SAP
• Neutral Sentiment: Upcoming earnings: IBM will report third-quarter 2026 results on October 21, giving investors a near-term catalyst to assess whether delayed large deals have begun returning and whether AI and consulting growth are improving. IBM Third-Quarter 2026 Results Announcement
• Negative Sentiment: Execution concerns remain: Analysts highlighted IBM’s recent underperformance and the risk that a slowdown could persist after tens of large deals failed to close on time in the second quarter. Management said customers delayed rather than canceled those deals, but the timing of a recovery remains uncertain. What Happens To IBM Stock If Its Slowdown Lasts?
• Negative Sentiment: Customer attrition in VMware services: 11:11 Systems acquired select IBM VMware Cloud Service Provider enterprise customers. The transaction may modestly pressure IBM’s managed infrastructure and VMware-related business, although the financial impact was not disclosed. 11:11 Systems Acquires Select IBM VMware Cloud Service Provider Enterprise Customers

Institutional Investors Weigh In On International Business Machines

Several institutional investors have recently added to or reduced their stakes in IBM. Diversified Management Inc. increased its position in shares of International Business Machines by 103.3% in the third 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 during the period. First Heartland Consultants Inc. boosted its holdings in shares of 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. Green Alpha Advisors LLC grew its stake in shares of International Business Machines by 1.5% in the third quarter. Green Alpha Advisors LLC now owns 20,232 shares of the technology company's stock worth $4,450,000 after purchasing an additional 303 shares during the last quarter. Farther Finance Advisors LLC increased its holdings in International Business Machines by 5.6% during the 3rd quarter. Farther Finance Advisors LLC now owns 67,827 shares of the technology company's stock valued at $14,917,000 after purchasing an additional 3,576 shares during the period. Finally, CoreCap Advisors LLC raised its position in International Business Machines by 7.6% during the 3rd quarter. CoreCap Advisors LLC now owns 41,308 shares of the technology company's stock valued at $9,085,000 after purchasing an additional 2,916 shares during the last quarter. Hedge funds and other institutional investors own 58.96% of the company's stock.

Analyst Upgrades and Downgrades

IBM has been the topic of several research reports. Bank of America decreased their price target on shares of International Business Machines from $330.00 to $280.00 and set a "buy" rating on the stock in a research note on Wednesday, July 15th. Sanford C. Bernstein reduced their target price on shares of International Business Machines from $280.00 to $230.00 and set a "market perform" rating on the stock in a report on Thursday, July 23rd. Daiwa Securities Group decreased their target price on shares of International Business Machines from $247.00 to $217.00 and set a "neutral" rating on the stock in a research report on Wednesday, July 29th. Oppenheimer lowered shares of International Business Machines from an "outperform" rating to a "market perform" rating in a research report on Wednesday, July 15th. Finally, Weiss Ratings cut International Business Machines from a "buy (b-)" rating to a "hold (c+)" rating in a research note on Tuesday, September 29th. Eighteen investment analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and two have assigned a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of "Moderate Buy" and a consensus price target of $253.52.

Insiders Place Their Bets

In other news, SVP Robert Thomas sold 25,000 shares of International Business Machines stock in a transaction that occurred on Wednesday, August 26th. The stock was sold at an average price of $230.32, for a total value of $5,758,000.00. Following the sale, the senior vice president directly owned 47,800 shares in the company, valued at approximately $11,009,296. This trade represents a 34.34% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Company insiders own 0.27% of the company's stock.

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.

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