28,847 Shares in International Business Machines Corporation $IBM Bought by Trajan Wealth LLC

Trajan Wealth LLC purchased a new position in International Business Machines Corporation (NYSE:IBM) in the 2nd quarter, Holdings Channel.com reports. The fund purchased 28,847 shares of the technology company’s stock, valued at approximately $8,112,000.

Several other institutional investors have also added to or reduced their stakes in the business. Van Hulzen Asset Management LLC bought a new position in shares of International Business Machines during the second quarter valued at about $31,689,000. Veratis Advisors Inc. purchased a new position in shares of International Business Machines in the second quarter worth about $617,000. Peak Asset Management LLC bought a new stake in shares of International Business Machines in the 2nd quarter valued at about $939,000. Fiduciary Financial Advisors purchased a new stake in International Business Machines during the 2nd quarter valued at about $336,000. Finally, Manning & Napier Advisors LLC purchased a new stake in International Business Machines during the 2nd quarter valued at about $448,000. 58.96% of the stock is currently owned by hedge funds and other institutional investors.

Insider Transactions at International Business Machines

In other International Business Machines news, SVP Robert Thomas sold 25,000 shares of the firm’s stock in a transaction dated 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 sale, the senior vice president directly owned 47,800 shares in the company, valued at $11,009,296. This trade represents a 34.34% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this link. 0.27% of the stock is currently owned by insiders.

Analyst Ratings Changes

A number of equities analysts have commented on the company. Wolfe Research cut International Business Machines to a “peer perform” rating in a research note on Tuesday, June 23rd. Morgan Stanley dropped their price objective on International Business Machines from $293.00 to $190.00 and set an “equal weight” rating for the company in a research note on Thursday, July 23rd. Royal Bank Of Canada restated an “outperform” rating and issued a $270.00 target price on shares of International Business Machines in a report on Tuesday, July 21st. JPMorgan Chase & Co. decreased their target price on shares of International Business Machines from $291.00 to $250.00 and set an “overweight” rating on the stock in a research note on Friday, July 17th. Finally, Oppenheimer lowered shares of International Business Machines from an “outperform” rating to a “market perform” rating in a report on Wednesday, July 15th. Sixteen equities research 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’s stock. According to MarketBeat.com, International Business Machines currently has a consensus rating of “Moderate Buy” and an average price target of $265.90.

Key Stories Impacting International Business Machines

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

• Positive Sentiment: IBM, Cleveland Clinic and Japan’s RIKEN advanced to the finals for the 2026 ACM Gordon Bell Prize after using quantum and classical computing to model a 12,635-atom protein. The achievement highlights IBM’s potential in quantum-centric supercomputing and life-sciences research. Cleveland Clinic, RIKEN and IBM Team Advance to Finals for 2026 ACM Gordon Bell Prize
• Positive Sentiment: An Evercore ISI analyst argued that IBM’s quantum-computing initiatives are effectively being valued at little or nothing in the current stock price, suggesting potential upside if the technology advances commercially. Is IBM’s selloff an opportunity? Here’s one case for the beaten-down stock.
• Neutral Sentiment: IBM shares were reported slightly higher ahead of the latest session, but the update offered no new fundamental catalyst. A separate comparison of IBM and Applied Digital focused on financial metrics rather than a specific IBM business development. IBM stock heads into the open after a 0.08 percent gain
• Negative Sentiment: The main pressure remains concern over a slowdown in IBM Z product activity. The resulting selloff prompted a securities-law investigation announcement, reinforcing investor worries about demand and execution in IBM’s core infrastructure business. IBM Shares Fall Following IBM Z Product Slowdown
• Negative Sentiment: Evercore warned that capital moving into anticipated AI initial public offerings could lead investors to sell existing holdings, placing IBM among stocks vulnerable to portfolio rotation. Evercore Warns AI IPOs Could Pressure IBM

International Business Machines Stock Performance

Shares of IBM stock opened at $232.02 on Wednesday. The firm has a market capitalization of $218.59 billion, a price-to-earnings ratio of 20.59, a PEG ratio of 2.24 and a beta of 0.71. The stock has a fifty day moving average of $239.81 and a 200 day moving average of $246.65. International Business Machines Corporation has a 52 week low of $199.19 and a 52 week high of $332.46. The company has a quick ratio of 0.74, a current ratio of 0.79 and a debt-to-equity ratio of 1.63.

International Business Machines (NYSE:IBM) last issued its quarterly earnings data on Wednesday, July 22nd. The technology company reported $2.93 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $2.93. International Business Machines had a net margin of 15.52% and a return on equity of 35.65%. The business had revenue of $17.16 billion for the quarter, compared to the consensus estimate of $17.46 billion. During the same period in the previous year, the firm earned $2.80 EPS. The company’s quarterly revenue was up 1.1% compared to the same quarter last year. As a group, research analysts expect that International Business Machines Corporation will post 12.33 earnings per share 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. Investors of record on Monday, August 10th will be given a dividend of $1.69 per share. The ex-dividend date is Monday, August 10th. This represents a $6.76 annualized dividend and a dividend yield of 2.9%. International Business Machines’s payout ratio is currently 59.98%.

International Business Machines Company Profile

International Business Machines Corporation (IBM) is a global technology and consulting company that provides enterprise-focused hardware, software and services. Its offerings include hybrid cloud solutions, artificial intelligence, data and automation software, cybersecurity tools, IT infrastructure and technology consulting.

IBM develops and supports enterprise systems such as IBM Z mainframes, Power servers and storage products. Its software portfolio includes Red Hat hybrid cloud technologies, the watsonx platform for artificial intelligence and data management, application integration tools and cybersecurity solutions.