Insider Selling: International Business Machines (NYSE:IBM) SVP Sells 25,000 Shares of Stock

Posted by Geri Gentry on Aug 28th, 2026

International Business Machines Corporation (NYSE:IBM – Get Free Report) SVP Robert David Thomas sold 25,000 shares of the firm’s stock in a transaction that occurred on Wednesday, August 26th. The shares were sold at an average price of $230.32, for a total value of $5,758,000.00. Following the completion of the transaction, the senior vice president owned 47,800 shares of the company’s stock, valued at approximately $11,009,296. This represents a 34.34% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink.

International Business Machines Stock Down 1.3%

Shares of International Business Machines stock traded down $3.01 on Friday, reaching $235.78. 3,906,708 shares of the company were exchanged, compared to its average volume of 7,897,658. The company has a market capitalization of $222.14 billion, a price-to-earnings ratio of 20.92, a PEG ratio of 2.26 and a beta of 0.70. The company has a current ratio of 0.79, a quick ratio of 0.74 and a debt-to-equity ratio of 1.63. International Business Machines Corporation has a one year low of $199.19 and a one year high of $332.46. The company has a 50-day moving average of $244.85 and a 200 day moving average of $248.74.

International Business Machines (NYSE:IBM – Get Free Report) last released its earnings results on Wednesday, July 22nd. The technology company reported $2.93 earnings per share for the quarter, meeting the consensus estimate of $2.93. The business had revenue of $17.16 billion during the quarter, compared to analysts’ expectations of $17.46 billion. International Business Machines had a net margin of 15.52% and a return on equity of 35.65%. The firm’s revenue was up 1.1% on a year-over-year basis. During the same period last year, the business earned $2.80 earnings per share. On average, equities research analysts forecast that International Business Machines Corporation will post 12.33 earnings per share for the current year.

International Business Machines Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Monday, August 10th will be paid a $1.69 dividend. The ex-dividend date is Monday, August 10th. This represents a $6.76 dividend on an annualized basis and a yield of 2.9%. International Business Machines’s dividend payout ratio (DPR) is currently 59.98%.

Institutional Investors Weigh In On International Business Machines

Hedge funds have recently bought and sold shares of the stock. Basepoint Wealth LLC bought a new position in shares of International Business Machines during the fourth quarter worth approximately $25,000. Portus Wealth Advisors LLC bought a new stake in International Business Machines in the 1st quarter valued at $26,000. Harborfront Financial Group LLC acquired a new position in International Business Machines in the 2nd quarter valued at $27,000. Joseph Group Capital Management bought a new position in International Business Machines during the 4th quarter worth $28,000. Finally, Cornerstone Financial Management LLC acquired a new stake in shares of International Business Machines during the fourth quarter worth $28,000. 58.96% of the stock is currently owned by institutional investors and hedge funds.

More International Business Machines News

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

Positive Sentiment: IBM’s reported dual-architecture 2-nanometer mainframe processor, designed to run IBM and Arm workloads on the same core, strengthens its infrastructure strategy and could broaden demand among enterprise customers. The company also advanced modular cryogenic quantum systems and applied AI experiences, reinforcing its effort to connect mainframe, AI and quantum technologies. Is IBM’s Dual-Architecture 2nm Mainframe Reshaping The Investment Case for IBM?
Positive Sentiment: Quantum computing’s potential to undermine current encryption is expected to drive post-quantum cybersecurity spending through 2030. IBM is identified as one of the companies positioned to benefit from that long-term demand. Quantum Computing Is Raising the Stakes for Cybersecurity: 5 Stocks to Watch
Positive Sentiment: Recent commentary remains constructive on IBM’s valuation and income profile, suggesting investors may be willing to hold the stock while waiting for stronger growth from AI and infrastructure investments. IBM: Get Paid To Wait For Growth
Neutral Sentiment: IBM’s US Open fan activations and sports-focused AI research increase visibility for its AI and cloud capabilities, but the marketing initiatives are unlikely to materially change near-term financial results. IBM Brings AI-Powered US Open Fan Experience Back to Madison Square Park
Negative Sentiment: A securities law firm announced an investigation into whether IBM may have misled investors following a significant stock decline. The notice is an investor solicitation and provides no established finding of misconduct, but it adds legal and reputational uncertainty. Investor Notice: IBM Investigated for Potentially Misleading Investors
Negative Sentiment: IBM’s latest quarterly revenue came in below analysts’ expectations, tempering enthusiasm around its growth outlook even though earnings per share matched consensus. This keeps execution and monetization of its AI initiatives as key investor concerns.

Analyst Ratings Changes

A number of equities research analysts have recently issued reports on IBM shares. Robert W. Baird assumed coverage on shares of International Business Machines in a report on Tuesday, July 21st. They issued a “neutral” rating and a $230.00 target price on the stock. Stifel Nicolaus lowered their price target on International Business Machines from $290.00 to $235.00 and set a “buy” rating on the stock in a research report on Monday, July 20th. Oppenheimer cut International Business Machines from an “outperform” rating to a “market perform” rating in a research report on Wednesday, July 15th. The Goldman Sachs Group set a $270.00 target price on International Business Machines in a research note on Thursday, July 23rd. Finally, Sanford C. Bernstein restated a “market perform” rating on shares of International Business Machines in a research note on Thursday, July 16th. Sixteen equities research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, International Business Machines has an average rating of “Moderate Buy” and a consensus price target of $265.40.

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International Business Machines Company Profile

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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.