2,897 Shares in International Business Machines Corporation $IBM Purchased by Oak Thistle LLC

Key Points

• Oak Thistle LLC acquired a new stake of 2,897 IBM shares in Q4 (about $858,000), while institutional investors now hold roughly 58.96% of the stock.
• IBM beat Q4 estimates with EPS of $4.52 vs. $4.33 and revenue of $19.69 billion (up 12.2% YoY); the company pays a $1.68 quarterly dividend (2.9% yield) and analysts expect about 10.78 EPS for the year.
• News flow is mixed: Citi initiated a Buy with a $285 target and the consensus rating is a "Moderate Buy" (avg target $309.63), but the DOJ ordered IBM to pay $17 million to settle discrimination allegations and the stock has recently underperformed (down ~2.7%).

Oak Thistle LLC acquired a new stake in shares of International Business Machines Corporation (NYSE:IBM - Free Report) during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired 2,897 shares of the technology company's stock, valued at approximately $858,000.

Several other large investors also recently modified their holdings of IBM. Mattson Financial Services LLC acquired a new position in shares of International Business Machines in the 3rd quarter worth approximately $852,000. Waverton Investment Management Ltd increased its holdings in International Business Machines by 3.3% during the 3rd quarter. Waverton Investment Management Ltd now owns 993,743 shares of the technology company's stock valued at $280,439,000 after purchasing an additional 32,072 shares in the last quarter. Newbridge Financial Services Group Inc. raised its position in International Business Machines by 30.0% in the 4th quarter. Newbridge Financial Services Group Inc. now owns 13,122 shares of the technology company's stock valued at $3,887,000 after purchasing an additional 3,029 shares during the last quarter. NEOS Investment Management LLC boosted its stake in International Business Machines by 51.7% in the third quarter. NEOS Investment Management LLC now owns 114,395 shares of the technology company's stock worth $32,278,000 after purchasing an additional 38,973 shares in the last quarter. Finally, American National Bank & Trust boosted its stake in International Business Machines by 26.2% in the third quarter. American National Bank & Trust now owns 12,537 shares of the technology company's stock worth $3,537,000 after purchasing an additional 2,603 shares in the last quarter. 58.96% of the stock is currently owned by institutional investors.

International Business Machines Trading Down 2.7%

IBM stock opened at $230.68 on Friday. The company has a quick ratio of 0.92, a current ratio of 0.96 and a debt-to-equity ratio of 1.67. International Business Machines Corporation has a twelve month low of $220.72 and a twelve month high of $324.90. The company has a market cap of $216.39 billion, a P/E ratio of 20.69, a PEG ratio of 2.37 and a beta of 0.69. The business has a fifty day moving average of $254.23 and a 200-day moving average of $283.02.

International Business Machines (NYSE:IBM - Get Free Report) last posted its quarterly earnings results on Wednesday, January 28th. The technology company reported $4.52 earnings per share (EPS) for the quarter, beating the consensus estimate of $4.33 by $0.19. The business had revenue of $19.69 billion for the quarter, compared to analysts' expectations of $19.23 billion. International Business Machines had a return on equity of 38.15% and a net margin of 15.69%.The firm's quarterly revenue was up 12.2% compared to the same quarter last year. During the same quarter last year, the business earned $3.92 earnings per share. As a group, equities research analysts expect that International Business Machines Corporation will post 10.78 EPS for the current year.

International Business Machines Announces Dividend

The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 10th were given a dividend of $1.68 per share. The ex-dividend date was Tuesday, February 10th. This represents a $6.72 annualized dividend and a dividend yield of 2.9%. International Business Machines's payout ratio is currently 60.27%.

Insider Buying and Selling

In other International Business Machines news, Director Michael Miebach acquired 434 shares of International Business Machines stock in a transaction on Wednesday, February 25th. The shares were purchased at an average cost of $233.33 per share, with a total value of $101,265.22. Following the completion of the purchase, the director owned 434 shares in the company, valued at $101,265.22. The trade was a ∞ increase in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director David N. Farr bought 1,000 shares of the stock in a transaction on Friday, January 30th. The shares were acquired at an average cost of $304.00 per share, with a total value of $304,000.00. Following the acquisition, the director directly owned 9,258 shares in the company, valued at approximately $2,814,432. This trade represents a 12.11% increase in their position. The disclosure for this purchase is available in the SEC filing. Over the last three months, insiders have purchased 1,484 shares of company stock valued at $417,157. 0.27% of the stock is currently owned by insiders.

Key Headlines Impacting International Business Machines

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

• Positive Sentiment: Citi initiated coverage with a Buy and a $285 price target, arguing IBM has meaningful AI growth potential plus upside from its mainframe and quantum businesses — the call highlights a ~23% upside vs. current levels. Citi Analyst Upgrades IBM (IBM) Stock with $285 Target on AI Growth Potential
• Positive Sentiment: Multiple outlets and analysts echoed a bullish view (Barron's, TipRanks/MSN coverage), noting IBM’s ability to navigate technology cycles and the potential for earnings leverage from AI and enterprise offerings — these narratives support longer-term upside despite 2026 weakness. IBM Stock Is Having Its Worst Year Since 2002. Here's Why It Just Got a Buy Rating.
• Neutral Sentiment: IBM is participating in industry moves around AI patent sharing (the SAIL initiative), which could reshape competitive dynamics and reduce friction for model development — a longer‑term strategic development that may affect moat but has uncertain near-term revenue impact. IBM’s SAIL Move Reframes AI Patent Sharing And Long Term Moat
• Neutral Sentiment: Coverage on quantum computing ETFs and IBM’s expanded quantum roadmap highlights a structural growth story; this is positive for long-term optionality but remains developmental and unlikely to drive near-term earnings. The Quantum Computing ETF That Could Be Bigger Than AI, and 2 Tech Funds Riding the Same Wave
• Negative Sentiment: The U.S. Department of Justice said IBM will pay $17 million to settle allegations related to discriminatory DEI hiring practices — a reputational and regulatory event that adds near‑term legal cost and scrutiny (though the monetary amount is small relative to revenue). IBM to pay $17 million to settle discrimination allegations, DOJ says
• Negative Sentiment: Short-term technical and sentiment pressure: the stock has underperformed peers recently and faced at least one analyst downgrade and intraday selling, which compounds downside momentum despite bullish reports. International Business Machines NYSE: IBM Trading Down 1.4% Following Analyst Downgrade

Analyst Upgrades and Downgrades

IBM has been the subject of a number of research reports. DZ Bank upgraded International Business Machines to a "hold" rating in a research note on Wednesday, February 11th. JPMorgan Chase & Co. reduced their price target on shares of International Business Machines from $317.00 to $283.00 and set a "neutral" rating on the stock in a research report on Wednesday, March 18th. BMO Capital Markets decreased their price objective on shares of International Business Machines from $350.00 to $290.00 and set a "market perform" rating on the stock in a report on Thursday, March 19th. Evercore boosted their target price on shares of International Business Machines from $330.00 to $345.00 and gave the stock an "outperform" rating in a research note on Thursday, January 29th. Finally, Bank of America upped their target price on shares of International Business Machines from $315.00 to $335.00 and gave the stock a "buy" rating in a research report on Tuesday, January 13th. One analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and eight have issued a Hold rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and an average target price of $309.63.

International Business Machines Company 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.

Want to see what other hedge funds are holding IBM? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for International Business Machines Corporation (NYSE:IBM - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.