Clare Market Investments LLC Makes New Investment in International Business Machines Corporation $IBM

Clare Market Investments LLC purchased a new stake in International Business Machines Corporation (NYSE:IBM - Free Report) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor purchased 6,727 shares of the technology company's stock, valued at approximately $1,892,000.

Other hedge funds also recently made changes to their positions in the company. Basepoint Wealth LLC bought a new position in International Business Machines during the 4th quarter worth approximately $25,000. Portus Wealth Advisors LLC acquired a new stake in shares of International Business Machines during the first quarter worth $26,000. Joseph Group Capital Management bought a new position in International Business Machines during the fourth quarter worth $28,000. Cornerstone Financial Management LLC bought a new position in International Business Machines during the fourth quarter worth $28,000. Finally, SWAN Capital LLC acquired a new position in International Business Machines in the third quarter valued at $28,000. 58.96% of the stock is currently owned by institutional investors.

International Business Machines Trading Up 1.3%

NYSE:IBM opened at $234.02 on Wednesday. The company has a debt-to-equity ratio of 1.63, a current ratio of 0.79 and a quick ratio of 0.74. The firm has a 50-day moving average of $245.71 and a 200-day moving average of $249.59. The company has a market cap of $220.47 billion, a PE ratio of 20.76, a PEG ratio of 2.27 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.

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

International Business Machines Dividend Announcement

The business also recently announced 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 of this dividend 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 presently 59.98%.

Trending Headlines about International Business Machines

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

• Positive Sentiment: IBM unveiled a dual-architecture processor for future IBM Z and LinuxONE systems, developed with Arm. The chip is designed to run IBM and Arm instructions concurrently without emulation, allowing customers to use Arm-native applications alongside traditional mainframe workloads. The move could expand IBM’s addressable software ecosystem, support hybrid-cloud and AI workloads, and encourage future mainframe upgrades. IBM Unveils Next Generation Dual-Architecture Processor for IBM Z and LinuxONE
• Positive Sentiment: Commentary is framing the Arm integration as a potentially important AI and enterprise-computing catalyst. The processor is expected to broaden application choices for regulated customers that value IBM’s security and reliability but want access to modern Arm-based software. The commercial benefit is likely longer term because systems using the new design have not yet generated reported revenue. What Could IBM Gain From Its First Dual Architecture Mainframe Processor?
• Neutral Sentiment: IBM’s quantum-computing advances and role in post-quantum cybersecurity add to its long-term technology narrative. These opportunities could create future consulting, security and infrastructure demand, but current quantum commercialization remains uncertain and is not yet offsetting weaker hardware trends. IBM Just Hit a New Quantum Computing Milestone
• Neutral Sentiment: New AI-powered features for the 2026 US Open, including live updates, serve analysis and conversational fan tools, demonstrate IBM’s AI capabilities and support its sports-technology relationship with the USTA. The announcement is strategically positive but unlikely to materially affect near-term earnings. IBM and the USTA Introduce New AI-Powered Fan Experiences
• Negative Sentiment: Investor concerns remain focused on IBM’s modest revenue growth and sharply weaker mainframe sales. Recent coverage cites roughly 1% year-over-year revenue growth and a 42% decline in mainframe sales, reinforcing doubts about near-term results despite the new processor opportunity. A securities-law firm has also announced an investigation related to the Z product slowdown, adding headline and litigation risk, although no wrongdoing has been established. Investor Reminder Regarding IBM Z Product Slowdown Investigation

Analyst Upgrades and Downgrades

A number of analysts have weighed in on the company. Susquehanna decreased their price target on International Business Machines from $303.00 to $225.00 and set a "neutral" rating for the company in a report on Friday, July 24th. Wedbush set a $350.00 target price on International Business Machines in a research report on Tuesday, June 2nd. Needham & Company LLC began coverage on International Business Machines in a research note on Wednesday, June 3rd. They set a "buy" rating for the company. HSBC set a $175.00 price target on International Business Machines and gave the stock a "reduce" rating in a report on Thursday, July 16th. Finally, Craig Hallum started coverage on shares of International Business Machines in a research report on Wednesday, August 19th. They set a "buy" rating for the company. Sixteen analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus price target of $265.40.

International Business Machines Company 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.

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