International Business Machines (NYSE:IBM) Shares Unloaded Rep. Jonathan L. Jackson

Key Points

• Representative Jonathan L. Jackson sold $50,001–$100,000 of IBM stock on Feb. 17 via his "MORGAN STANLEY TRUST ACCOUNT," a trade disclosed in a March 12 filing, and he also executed multiple other buys and sells that day (including purchases in Bank of New York Mellon and Citigroup).
• IBM reported stronger-than-expected quarterly results (EPS $4.52 vs. $4.33 est., revenue $19.69B, +12.2% YoY) and declared a quarterly dividend of $1.68 per share (annualized $6.72, ~2.7% yield).
• Several large institutional investors have been adding to IBM (notably Norges Bank, Capital World Investors, and Vanguard), company insiders made recent purchases, and analysts' consensus sits at a "Moderate Buy" with an average price target of $314.60.

Representative Jonathan L. Jackson (Democratic-Illinois) recently sold shares of International Business Machines Corporation NYSE: IBM. In a filing disclosed on March 12th, the Representative disclosed that they had sold between $50,001 and $100,000 in International Business Machines stock on February 17th. The trade occurred in the Representative's "MORGAN STANLEY TRUST ACCOUNT" account.

Representative Jonathan L. Jackson also recently made the following trade(s):

• Purchased $1,001 - $15,000 in shares of Bank of New York Mellon NYSE: BK on 2/17/2026.
• Sold $1,001 - $15,000 in shares of International Business Machines NYSE: IBM on 2/17/2026.
• Purchased $50,001 - $100,000 in shares of Bank of New York Mellon NYSE: BK on 2/17/2026.
• Purchased $1,001 - $15,000 in shares of Citigroup NYSE: C on 2/11/2026.
• Sold $1,001 - $15,000 in shares of Tenet Healthcare NYSE: THC on 2/11/2026.
• Purchased $1,001 - $15,000 in shares of Welltower NYSE: WELL on 2/11/2026.
• Sold $1,001 - $15,000 in shares of Amazon.com NASDAQ: AMZN on 2/11/2026.
• Purchased $50,001 - $100,000 in shares of Citigroup NYSE: C on 2/5/2026.
• Purchased $1,001 - $15,000 in shares of Amazon.com NASDAQ: AMZN on 2/5/2026.
• Sold $50,001 - $100,000 in shares of Palo Alto Networks NASDAQ: PANW on 2/5/2026.

International Business Machines Stock Performance

NYSE:IBM opened at $248.38 on Tuesday. The stock's 50-day moving average is $270.58 and its 200-day moving average is $285.09. International Business Machines Corporation has a 1-year low of $214.50 and a 1-year high of $324.90. The company has a current ratio of 0.96, a quick ratio of 0.92 and a debt-to-equity ratio of 1.67. The stock has a market cap of $232.98 billion, a P/E ratio of 22.28, a price-to-earnings-growth ratio of 2.42 and a beta of 0.73.

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

International Business Machines Announces Dividend

The company also recently declared 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 was Tuesday, February 10th. International Business Machines's payout ratio is 60.27%.

Institutional Trading of International Business Machines

A number of institutional investors have recently bought and sold shares of IBM. Norges Bank bought a new stake in shares of International Business Machines during the 4th quarter valued at about $2,446,429,000. Capital World Investors boosted its stake in International Business Machines by 29.2% during the fourth quarter. Capital World Investors now owns 22,021,912 shares of the technology company's stock worth $6,523,720,000 after acquiring an additional 4,976,756 shares in the last quarter. Price T Rowe Associates Inc. MD boosted its stake in International Business Machines by 83.4% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 5,617,117 shares of the technology company's stock worth $1,663,847,000 after acquiring an additional 2,553,552 shares in the last quarter. Vanguard Group Inc. grew its holdings in International Business Machines by 2.1% in the second quarter. Vanguard Group Inc. now owns 95,051,475 shares of the technology company's stock worth $28,019,274,000 after purchasing an additional 1,913,708 shares during the period. Finally, Laurel Wealth Advisors LLC increased its stake in International Business Machines by 27,928.2% in the second quarter. Laurel Wealth Advisors LLC now owns 1,903,116 shares of the technology company's stock valued at $561,001,000 after purchasing an additional 1,896,326 shares in the last quarter. Institutional investors own 58.96% of the company's stock.

More International Business Machines News

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

• Positive Sentiment: Analysts and market-watchers cited reasons IBM outpaced the broader market today, pointing to company-specific catalysts that helped lift the stock. Why IBM Outpaced the Stock Market Today
• Positive Sentiment: IBM announced new watsonx-powered, AI-enabled digital fan features for the 90th Masters Tournament — a high-visibility commercial showcase of its generative AI capabilities and long-running partnership that can help win customer mindshare. IBM Debuts New AI Enabled Digital Experiences for the 90th Masters Tournament
• Positive Sentiment: Coverage highlighting IBM’s alliances (quantum/AI/NVIDIA, Lam Research semiconductor work, and post-quantum advisory services) frames the stock as having meaningful upside across AI infrastructure and quantum computing — strategic narratives investors favor for long-term growth. IBM Alliances Highlight Quantum And AI Upside For Undervalued Shares
• Positive Sentiment: Data shows recent insider purchases and large institutional rebalances (some adding shares) plus a median analyst target well above current levels — these flows and positive analyst convictions support upward pressure. $IBM stock is up 3% today. Here's what we see in our data.
• Neutral Sentiment: ETF issuer Tradr plans single-stock leveraged ETFs tied to IBM, which could boost intraday volume and volatility but doesn’t change fundamentals. Traders should expect larger flows and potential short-term swings. Tradr Set to Launch Leveraged ETFs on AMZN, AAOI, HL and IBM
• Neutral Sentiment: Coverage noting IBM’s stock is tracking S&P 500 and Russell 1000 trends suggests some performance simply reflects index flows rather than company-specific news. International Business Machines Shares Track S&P 500 Trends IBM Moves in Russell 1000 on AI, Cloud Growth
• Neutral Sentiment: Broader market headwinds (e.g., rising oil weighing on U.S. stocks) are a background risk; they can mute gains even when company news is positive. Stock Market News for Mar 23, 2026
• Negative Sentiment: IBM experienced a price dip after an analyst downgrade that highlighted concerns; that downgrade still weighs on sentiment and could cap rallies until earnings/strategy reassure investors. Stock Price Down 1.7% After Analyst Downgrade
• Negative Sentiment: Some commentary questions whether IBM can adapt quickly enough to tech transitions, a narrative that can pressure valuation multiples despite positive product/partnership headlines. Should You Buy IBM Stock on the Dip?

Insider Activity

In related news, Director David N. Farr acquired 1,000 shares of the business's stock in a transaction dated Friday, January 30th. The shares were bought at an average price of $304.00 per share, with a total value of $304,000.00. Following the transaction, the director directly owned 9,258 shares of the company's stock, valued at $2,814,432. This trade represents a 12.11% increase in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, Director Michael Miebach bought 434 shares of the firm's stock in a transaction that occurred on Wednesday, February 25th. The stock was purchased at an average cost of $233.33 per share, with a total value of $101,265.22. Following the completion of the transaction, the director directly owned 434 shares in the company, valued at $101,265.22. This represents a ∞ increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Insiders have bought 1,484 shares of company stock worth $417,157 in the last quarter. Company insiders own 0.27% of the company's stock.

Analysts Set New Price Targets

A number of equities analysts have recently commented on IBM shares. Dbs Bank upgraded shares of International Business Machines from a "hold" rating to a "moderate buy" rating in a report on Monday, January 19th. Wedbush reaffirmed an "outperform" rating and set a $340.00 target price on shares of International Business Machines in a research report on Tuesday, February 24th. UBS Group raised International Business Machines from a "sell" rating to a "neutral" rating and set a $236.00 target price on the stock in a report on Wednesday, February 25th. Bank of America increased their price target on International Business Machines from $315.00 to $335.00 and gave the company a "buy" rating in a research note on Tuesday, January 13th. Finally, Wall Street Zen downgraded International Business Machines from a "buy" rating to a "hold" rating in a research report on Sunday, January 11th. One analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and eight have issued a Hold rating to the stock. According to data from MarketBeat, the stock currently has an average rating of "Moderate Buy" and an average price target of $314.60.

About Representative Jackson

Jonathan Jackson (Democratic Party) is a member of the U.S. House, representing Illinois' 1st Congressional District. He assumed office on January 3, 2023. His current term ends on January 3, 2027. Jackson (Democratic Party) is running for re-election to the U.S. House to represent Illinois' 1st Congressional District. He declared candidacy for the 2026 election. Jonathan Jackson was born in Chicago, Illinois. Jackson graduated from Whitney Young High School. He earned an M.B.A. from Northwestern University. Jackson's career experience includes working as an investment analyst and an entrepreneur.

About International Business Machines

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.

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