4,180 International Business Machines Corporation $IBM Shares Acquired by Mather Group LLC.

Key Points

• Mather Group LLC increased its IBM stake by 57.6% in the third quarter, acquiring 4,180 additional shares and bringing its holdings to 11,443 shares valued at approximately $2.52 million.
• Institutional investors own 58.96% of IBM, while analysts maintain a “Moderate Buy” consensus with an average price target of $254.96, above the reported trading price of $232.58.
• IBM reported quarterly earnings of $2.93 per share, matching estimates, while revenue rose 1.1% year over year to $17.16 billion. The company also declared a $1.69 quarterly dividend, representing a 2.9% annualized yield.

Mather Group LLC. grew its holdings in International Business Machines Corporation (NYSE:IBM - Free Report) by 57.6% during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 11,443 shares of the technology company's stock after acquiring an additional 4,180 shares during the period. Mather Group LLC.'s holdings in International Business Machines were worth $2,517,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also made changes to their positions in IBM. Harborfront Financial Group LLC acquired a new position in shares of International Business Machines during the second quarter worth about $27,000. Hara Capital LLC purchased a new stake in shares of International Business Machines in the second quarter worth about $28,000. Bare Financial Services Inc boosted its position in shares of International Business Machines by 114.6% in the second quarter. Bare Financial Services Inc now owns 103 shares of the technology company's stock worth $29,000 after buying an additional 55 shares during the period. Portus Wealth Advisors LLC purchased a new stake in shares of International Business Machines in the first quarter worth about $26,000. Finally, Caitlin John LLC acquired a new stake in shares of International Business Machines in the second quarter valued at about $35,000. Institutional investors and hedge funds own 58.96% of the company's stock.

Analysts Set New Price Targets

IBM has been the topic of several analyst reports. Susquehanna raised their target price on International Business Machines from $225.00 to $235.00 and gave the company a "neutral" rating in a report on Monday, August 31st. The Goldman Sachs Group set a $270.00 price target on International Business Machines and gave the stock a "buy" rating in a report on Thursday, July 23rd. Evercore decreased their price target on International Business Machines from $310.00 to $250.00 and set an "outperform" rating for the company in a report on Thursday, July 16th. Wolfe Research downgraded shares of International Business Machines to a "peer perform" rating in a research report on Tuesday, June 23rd. Finally, Jefferies Financial Group dropped their price objective on shares of International Business Machines from $320.00 to $260.00 and set a "buy" rating on the stock in a research note on Tuesday, July 21st. Nineteen analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and two have issued a Sell rating to the company's stock. According to data from MarketBeat, International Business Machines has an average rating of "Moderate Buy" and a consensus price target of $254.96.

International Business Machines Stock Down 0.7%

IBM stock traded down $1.54 during trading on Friday, reaching $232.58. The stock had a trading volume of 6,951,789 shares, compared to its average volume of 5,674,681. The company has a current ratio of 0.79, a quick ratio of 0.74 and a debt-to-equity ratio of 1.63. The firm has a fifty day moving average price of $231.99 and a 200 day moving average price of $243.58. The company has a market capitalization of $219.12 billion, a P/E ratio of 20.64, a PEG ratio of 2.23 and a beta of 0.73. International Business Machines Corporation has a 1-year low of $199.19 and a 1-year high of $332.46.

International Business Machines (NYSE:IBM - Get Free Report) last announced 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. International Business Machines had a return on equity of 35.65% and a net margin of 15.52%. The company had revenue of $17.16 billion during the quarter, compared to the consensus estimate of $17.46 billion. During the same period last year, the firm earned $2.80 earnings per share. The company's revenue was up 1.1% on a year-over-year basis. On average, equities analysts anticipate that International Business Machines Corporation will post 12.33 earnings per share for the current year.

International Business Machines Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Thursday, September 10th. Investors of record on Monday, August 10th were issued a $1.69 dividend. The ex-dividend date of this dividend was 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 is currently 59.98%.

International Business Machines News Summary

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

• Positive Sentiment: Bank of America expects IBM to deliver a modest third-quarter earnings beat while maintaining its 2026 outlook. The bank reiterated its Buy rating and $280 price target, citing higher-margin software, improving profitability and strong free cash flow. IBM poised for modest third-quarter beat, says Bank of America
• Positive Sentiment: Analysts expect software revenue to benefit from AI innovation, strategic partnerships and expanding enterprise-cloud capabilities. Consulting revenue is also projected to show modest growth, supported by technology demand, AI partnerships and cybersecurity-related expansion. IBM software revenue earnings preview
• Positive Sentiment: IBM and Siemens are collaborating on IBM’s nanostack transistor architecture, combining IBM semiconductor research with Siemens’ design-automation and manufacturing software. The initiative reinforces IBM’s long-term investment in advanced chips and computing technology. Siemens joins IBM nanostack research effort
• Neutral Sentiment: IBM reports third-quarter results next week, and options traders are pricing in a potential move of roughly 8% after the release. The elevated implied volatility signals substantial uncertainty rather than a clearly bullish or bearish expectation. IBM options market expects major post-earnings move
• Neutral Sentiment: Morgan Stanley raised its IBM price target to $238 but maintained an Equal Weight rating, implying limited near-term upside at the referenced price. RBC separately reaffirmed its Outperform rating. RBC reaffirms IBM Outperform rating
• Negative Sentiment: Investor concerns remain about IBM’s valuation, rising debt and limited dividend growth. Commentary noted that the company’s long record of annual dividend increases has recently involved only small raises, potentially constraining its appeal to income-focused investors while it funds AI initiatives. IBM dividend and debt concerns

Insider Buying and Selling

In other International Business Machines news, SVP Robert Thomas sold 25,000 shares of the firm's stock in a transaction that occurred on Wednesday, August 26th. The stock was 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 document filed with the Securities & Exchange Commission, which is available through the SEC website. Corporate insiders own 0.27% of the company's stock.

About International Business Machines

International Business Machines Corporation NYSE: IBM, commonly known as IBM, is a global technology company that provides hybrid cloud, artificial intelligence, software, consulting and infrastructure solutions. Its offerings help businesses and government organizations manage data, modernize applications, automate processes and improve cybersecurity.

IBM's portfolio includes the Red Hat hybrid cloud platform, the watsonx suite of artificial intelligence and data tools, consulting services, and enterprise software for areas such as automation, application management, security and asset management.

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