Tableaux LLC Takes Position in International Business Machines Corporation $IBM

Tableaux LLC purchased a new position in International Business Machines Corporation (NYSE:IBM) in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm purchased 5,124 shares of the technology company’s stock, valued at approximately $1,446,000.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Winnow Wealth LLC bought a new position in shares of International Business Machines during the 2nd quarter valued at approximately $27,000. Mountain Hill Investment Partners Corp. purchased a new position in International Business Machines during the third quarter worth $28,000. Trifecta Capital Advisors LLC increased its position in 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 during the last quarter. Legacy Wealth Managment LLC ID lifted its holdings in shares of International Business Machines by 48.5% in the 2nd quarter. Legacy Wealth Managment LLC ID now owns 147 shares of the technology company’s stock worth $43,000 after acquiring an additional 48 shares during the last quarter. Finally, Davis Capital Management purchased a new position in shares of International Business Machines during the 3rd quarter worth about $54,000. 58.96% of the stock is currently owned by hedge funds and other institutional investors.

International Business Machines Trading Up 2.7%

Shares of NYSE IBM opened at $229.34 on Wednesday. International Business Machines Corporation has a twelve month low of $214.50 and a twelve month high of $324.90. The firm has a market cap of $214.37 billion, a PE ratio of 20.57, a price-to-earnings-growth ratio of 2.24 and a beta of 0.69. The business has a fifty day simple moving average of $290.87 and a two-hundred day simple moving average of $284.17. 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 (NYSE:IBM) last announced its quarterly earnings results on Wednesday, January 28th. The technology company reported $4.52 EPS for the quarter, beating the consensus estimate of $4.33 by $0.19. The firm had revenue of $19.69 billion for 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%.The business’s revenue for the quarter was up 12.2% on a year-over-year basis. During the same quarter last year, the firm posted $3.92 earnings per share. Analysts expect that International Business Machines Corporation will post 10.78 earnings per share for the current fiscal year.

International Business Machines Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Tuesday, February 10th will be paid a $1.68 dividend. The ex-dividend date of this dividend is Tuesday, February 10th. This represents a $6.72 dividend on an annualized basis and a yield of 2.9%. International Business Machines’s payout ratio is 60.27%.

Wall Street Analyst Weigh In

IBM has been the topic of a number of recent analyst reports. UBS Group set a $317.00 price objective on shares of International Business Machines in a research report on Thursday, January 29th. Wedbush reaffirmed an “outperform” rating on shares of International Business Machines in a research note on Tuesday. Evercore raised their price target on International Business Machines from $330.00 to $345.00 and gave the stock an “outperform” rating in a research note on Thursday, January 29th. Erste Group Bank downgraded International Business Machines from a “buy” rating to a “hold” rating in a research report on Wednesday, February 18th. Finally, BMO Capital Markets reiterated a “market perform” rating and issued a $350.00 target price on shares of International Business Machines in a research note on Thursday, January 29th. One analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, seven have given a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, International Business Machines currently has an average rating of “Moderate Buy” and a consensus price target of $330.07.

Insider Buying and Selling

In related news, Director David N. Farr bought 1,000 shares of the stock in a transaction 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 completion of the acquisition, the director directly owned 9,258 shares in the company, valued at approximately $2,814,432. This represents a 12.11% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. 0.18% of the stock is owned by company insiders.

Trending Headlines about International Business Machines

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

• Positive Sentiment: Analysts say the sell-off was overdone and recommend buying the dip — Wedbush and Evercore ISI flagged the decline as an overreaction to Anthropic, arguing IBM’s mainframe moat and enterprise relationships limit near-term disruption. Read More.
• Positive Sentiment: IBM is expanding its AI footprint for governments — the company opened a GovTech AI Innovation Center to help public-sector clients adopt AI safely, reinforcing sales opportunities in regulated markets. Read More.
• Positive Sentiment: Market recovery and analyst defense helped shares bounce — broader software/tech names rallied after the initial AI scare, and multiple analysts publicly defended IBM’s fundamentals, supporting today’s rebound. Read More.
• Neutral Sentiment: Sector/macro context: some commentators view the pullback as a late-stage bull-market buying chance for oversold tech names, which could draw value-focused flows into beaten-up software names like IBM. Read More.
• Negative Sentiment: Anthropic’s Claude Code announcement was the immediate catalyst for a severe sell-off — investors priced in a fast, large-scale threat to COBOL modernization work that supports IBM’s mainframe/service revenues. That drove a one-day ~13% plunge and sector contagion. Read More.
• Negative Sentiment: Some analysts and commentators warn AI could erode parts of legacy consulting and modernization revenue; Seeking Alpha and others discuss potential rating pressure if disruption proves durable. Read More.
• Negative Sentiment: Heightened volatility: trading volume spiked and technical measures show IBM was deeply oversold — investors should expect continued headline-driven swings while the market digests practical limits of AI-driven legacy modernization. Read More.

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.