Seaview Investment Managers LLC Increases Position in International Business Machines Corporation $IBM

Seaview Investment Managers LLC grew its holdings in International Business Machines Corporation (NYSE:IBM) by 9.1% in the 2nd quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 34,761 shares of the technology company’s stock after purchasing an additional 2,895 shares during the quarter. International Business Machines accounts for about 2.9% of Seaview Investment Managers LLC’s holdings, making the stock its 15th biggest holding. Seaview Investment Managers LLC’s holdings in International Business Machines were worth $9,775,000 as of its most recent SEC filing.

A number of other institutional investors have also recently made changes to their positions in the business. BAM Wealth Management LLC boosted its position in International Business Machines by 41.1% in the 2nd quarter. BAM Wealth Management LLC now owns 1,254 shares of the technology company’s stock valued at $353,000 after buying an additional 365 shares during the period. Smith Thornton Advisors LLC increased its position in shares of International Business Machines by 13.4% during the second quarter. Smith Thornton Advisors LLC now owns 5,810 shares of the technology company’s stock worth $1,686,000 after acquiring an additional 686 shares during the period. Trust Asset Management LLC raised its stake in shares of International Business Machines by 1.1% in the second quarter. Trust Asset Management LLC now owns 10,363 shares of the technology company’s stock valued at $2,914,000 after acquiring an additional 110 shares in the last quarter. Sompo Asset Management Co. Ltd. raised its stake in shares of International Business Machines by 7.8% in the second quarter. Sompo Asset Management Co. Ltd. now owns 3,750 shares of the technology company’s stock valued at $1,055,000 after acquiring an additional 270 shares in the last quarter. Finally, CWA Asset Management Group LLC boosted its holdings in International Business Machines by 9.9% in the second quarter. CWA Asset Management Group LLC now owns 17,005 shares of the technology company’s stock valued at $4,782,000 after purchasing an additional 1,538 shares during the period. Institutional investors and hedge funds own 58.96% of the company’s stock.

International Business Machines Price Performance

Shares of NYSE:IBM opened at $234.79 on Friday. The stock has a market capitalization of $221.21 billion, a price-to-earnings ratio of 20.83, a PEG ratio of 2.33 and a beta of 0.70. 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 simple moving average of $251.38 and a 200-day simple moving average of $253.20. The company has a debt-to-equity ratio of 1.63, a quick ratio of 0.74 and a current ratio of 0.79.

International Business Machines (NYSE:IBM) last posted its quarterly earnings data on Wednesday, July 22nd. The technology company reported $2.93 EPS for the quarter, meeting the consensus estimate of $2.93. International Business Machines had a return on equity of 35.65% and a net margin of 15.52%.The firm had revenue of $17.16 billion during the quarter, compared to the consensus estimate of $17.46 billion. During the same period in the prior year, the business earned $2.80 EPS. The firm’s revenue was up 1.1% compared to the same quarter last year. On average, analysts predict that International Business Machines Corporation will post 12.33 EPS for the current year.

International Business Machines Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Monday, August 10th will be paid a dividend of $1.69 per share. This represents a $6.76 annualized dividend and a dividend yield of 2.9%. The ex-dividend date is Monday, August 10th. International Business Machines’s dividend payout ratio is 59.98%.

Analysts Set New Price Targets

IBM has been the subject of several analyst reports. Weiss Ratings cut International Business Machines from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Wednesday, June 24th. Sanford C. Bernstein reaffirmed a “market perform” rating on shares of International Business Machines in a research report on Thursday, July 16th. HSBC set a $175.00 price objective on International Business Machines and gave the company a “reduce” rating in a research note on Thursday, July 16th. Barclays cut their target price on shares of International Business Machines from $288.00 to $262.00 and set an “overweight” rating on the stock in a research note on Thursday, July 23rd. Finally, Wolfe Research downgraded shares of International Business Machines to a “peer perform” rating in a research note on Tuesday, June 23rd. Fifteen investment analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, International Business Machines presently has an average rating of “Moderate Buy” and a consensus target price of $265.40.

International Business Machines News Roundup

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

• Positive Sentiment: IBM’s strategic partnership with OpenAI will embed OpenAI models and tools, including GPT-5.6, into IBM Consulting’s enterprise AI platform. IBM also plans to establish a dedicated OpenAI Practice and train thousands of consultants and engineers, potentially strengthening its position in regulated industries such as finance, government, telecommunications and retail. IBM partners with OpenAI to bolster enterprise AI push
• Positive Sentiment: IBM’s $240 million, multi-year agreement with Together AI will build an NVIDIA-powered AI inference cluster on IBM Cloud. Strong anticipated demand could support growth in IBM’s cloud infrastructure and high-performance AI workloads. Can IBM’s Together AI Cloud Deal Boost Its Growth Prospects?
• Positive Sentiment: IBM-reported research indicates that 85% of organizations planned to increase security spending by May, up from 64% during the prior period, as companies respond to frontier-AI cyber threats. This could benefit IBM’s cybersecurity, consulting and AI automation businesses. Frontier AI Threats Drive Companies to Boost Security Budgets
• Neutral Sentiment: Some coverage characterizes IBM as a relatively attractive technology investment because of its steadier earnings outlook, valuation and dividend, while other commentary highlights longer-term opportunities in quantum computing. These factors may provide support but are unlikely to resolve near-term growth concerns. AST SpaceMobile vs. IBM: Which Tech Stock is the Better Buy Now?
• Negative Sentiment: IBM’s shares have declined even after the OpenAI announcement, suggesting investors want evidence that the alliance can accelerate sales and profits. The partnership’s costs, implementation timeline and ability to convert consulting demand into recurring revenue remain key uncertainties. IBM Stock Drops Despite Major OpenAI Partnership
• Negative Sentiment: Bleichmar Fonti & Auld LLP announced an investigation into potential securities fraud following IBM’s significant stock decline. The announcement is primarily an attorney solicitation and does not establish wrongdoing, but it adds headline and litigation risk. IBM securities fraud investigation reminder

International Business Machines 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.