International Business Machines Corporation $IBM Stock Sold by Lebenthal Global Advisors LLC

Lebenthal Global Advisors LLC cut its holdings in International Business Machines Corporation (NYSE:IBM) by 48.0% during the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 6,165 shares of the technology company’s stock after selling 5,699 shares during the period. Lebenthal Global Advisors LLC’s holdings in International Business Machines were worth $1,356,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. Brian Low Financial Group LLC increased its position in shares of International Business Machines by 33.8% during the 3rd quarter. Brian Low Financial Group LLC now owns 15,574 shares of the technology company’s stock valued at $3,425,000 after purchasing an additional 3,931 shares during the last quarter. CHICAGO TRUST Co NA lifted its position in International Business Machines by 30.0% in the third quarter. CHICAGO TRUST Co NA now owns 12,116 shares of the technology company’s stock worth $2,665,000 after buying an additional 2,794 shares during the last quarter. Parcion Private Wealth LLC lifted its position in International Business Machines by 23.0% in the third quarter. Parcion Private Wealth LLC now owns 11,954 shares of the technology company’s stock worth $2,629,000 after buying an additional 2,239 shares during the last quarter. Partners Wealth Management LLC boosted its stake in International Business Machines by 55.3% during the third quarter. Partners Wealth Management LLC now owns 2,132 shares of the technology company’s stock worth $469,000 after buying an additional 759 shares during the period. Finally, SS&H Financial Advisors Inc. boosted its stake in International Business Machines by 0.4% during the third quarter. SS&H Financial Advisors Inc. now owns 29,590 shares of the technology company’s stock worth $6,508,000 after buying an additional 125 shares during the period. 58.96% of the stock is currently owned by institutional investors.

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 Stock Performance

Shares of International Business Machines stock opened at $257.80 on Friday. The company has a quick ratio of 0.80, a current ratio of 0.85 and a debt-to-equity ratio of 1.57. The stock’s fifty day moving average is $235.17 and its two-hundred day moving average is $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 capitalization of $243.65 billion, a PE ratio of 21.98, a price-to-earnings-growth ratio of 2.54 and a beta of 0.73.

International Business Machines (NYSE:IBM) last released its earnings results on Wednesday, October 21st. The technology company reported $2.95 earnings per share for the quarter, topping the consensus estimate of $2.85 by $0.10. The business had revenue of $17.10 billion during the quarter, compared to the consensus estimate of $16.82 billion. International Business Machines had a return on equity of 34.37% and a net margin of 15.99%. The business’s revenue for the quarter was up 4.7% compared to the same quarter last year. During the same period last year, the company earned $2.65 earnings per share. As a group, analysts expect 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 declared a quarterly dividend, which will be paid on Thursday, December 10th. Investors of record on Tuesday, November 10th will be paid a $1.69 dividend. This represents a $6.76 annualized dividend and a 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%.

Insider Buying and Selling

In related 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 completion of the sale, the senior vice president owned 47,800 shares in the company, valued at $11,009,296. This trade represents a 34.34% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. 0.27% of the stock is owned by corporate insiders.

Wall Street Analyst Weigh In

Several equities research analysts have recently weighed in on the stock. Stifel Nicolaus increased their target price on shares of International Business Machines from $235.00 to $260.00 and gave the company a “buy” rating in a research note on Thursday, October 22nd. Yorkville Ives initiated coverage on shares of International Business Machines in a research note on Monday, October 5th. They set an “outperform” rating and a $275.00 price target for the company. UBS Group upped their price target on shares of International Business Machines from $236.00 to $243.00 and gave the company a “neutral” rating in a report on Thursday, October 22nd. Morgan Stanley increased their price objective on shares of International Business Machines from $238.00 to $240.00 and gave the stock an “equal weight” rating in a research report on Thursday, October 22nd. Finally, Citic Securities raised their price objective on shares of International Business Machines from $294.00 to $297.00 and gave the stock a “buy” rating in a research note on Wednesday, July 29th. Nineteen equities research analysts have rated the stock with a Buy rating, thirteen have given a Hold rating and two have given a Sell rating to the stock. According to data from MarketBeat.com, International Business Machines presently has a consensus rating of “Moderate Buy” and an average target price of $266.12.

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.