Commerzbank Aktiengesellschaft FI Purchases New Shares in International Business Machines Corporation $IBM

Commerzbank Aktiengesellschaft FI acquired a new position in International Business Machines Corporation (NYSE:IBM - Free Report) in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 702,147 shares of the technology company's stock, valued at approximately $197,451,000. International Business Machines makes up approximately 3.9% of Commerzbank Aktiengesellschaft FI's holdings, making the stock its 5th largest position. Commerzbank Aktiengesellschaft FI owned approximately 0.07% of International Business Machines as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also recently made changes to their positions in the business. VIRGINIA RETIREMENT SYSTEMS ET Al increased its position in shares of International Business Machines by 424.6% during the 4th quarter. VIRGINIA RETIREMENT SYSTEMS ET Al now owns 260,740 shares of the technology company's stock valued at $77,234,000 after purchasing an additional 211,040 shares during the last quarter. Assetmark Inc. lifted its position in International Business Machines by 24.8% in the first quarter. Assetmark Inc. now owns 64,458 shares of the technology company's stock worth $15,624,000 after buying an additional 12,791 shares during the last quarter. GLOBALT Investments LLC GA lifted its position in International Business Machines by 19.1% in the fourth quarter. GLOBALT Investments LLC GA now owns 18,288 shares of the technology company's stock worth $5,417,000 after buying an additional 2,930 shares during the last quarter. Rice Partnership LLC purchased a new position in International Business Machines during the fourth quarter worth $3,317,000. Finally, Sage Investment Advisers LLC bought a new position in International Business Machines during the fourth quarter valued at $4,101,000. 58.96% of the stock is currently owned by institutional investors.

Insiders Place Their Bets

In other International Business Machines news, SVP Robert David Thomas sold 25,000 shares of the company's stock in a transaction on Wednesday, August 26th. The stock was 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 approximately $11,009,296. This represents a 34.34% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 0.27% of the stock is currently owned by company insiders.

More International Business Machines News

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

• Positive Sentiment: IBM Ventures expands quantum-computing exposure: IBM Ventures invested in BQP, a physics-acceleration company whose bookings have reportedly increased eightfold. The investment supports IBM’s positioning in quantum and advanced-computing infrastructure, although the deal is unlikely to materially affect near-term earnings. IBM Ventures backs BQP
• Positive Sentiment: AI and quantum themes continue to support the investment case: Analysts highlighted IBM among large technology companies that could benefit from quantum-computing adoption through cloud, software and infrastructure offerings. Retail-investor coverage also identified IBM as a favored long-term AI stock, particularly because of its enterprise focus and hybrid-cloud capabilities. Quantum boom investment ideas
• Neutral Sentiment: Dividend remains a key attraction: IBM is highlighted as a major technology dividend payer, with a quarterly distribution of $1.69 per share. The income profile may appeal to defensive investors, though dividend comparisons alone do not resolve concerns about valuation or growth. Cisco versus IBM dividend comparison
• Neutral Sentiment: IBM is promoting responsible AI adoption: A new study found that AI adoption in U.S. K-12 schools is outpacing institutional readiness, prompting IBM to launch a fellowship for education leaders. The initiative may strengthen IBM’s brand and future relationships but has limited immediate financial impact. IBM K-12 AI study
• Negative Sentiment: Securities-fraud investigation adds headline risk: Bleichmar Fonti & Auld said it is investigating whether IBM made potentially misleading statements about the pace of business deals. The announcement is an allegation, not a finding of wrongdoing, but it could increase legal uncertainty and investor caution. IBM securities investigation
• Negative Sentiment: Broader concerns remain over IBM’s growth outlook: Recent analysis cited AI-driven disruption to legacy services, pricing pressure and reduced estimates as reasons for IBM’s year-to-date weakness, despite support from hybrid cloud and watsonx. Technical coverage also identified resistance near $239, suggesting limited upside until momentum improves. IBM stock outlook

Analyst Upgrades and Downgrades

Several equities research analysts have recently weighed in on the stock. Oppenheimer downgraded shares of International Business Machines from an "outperform" rating to a "market perform" rating in a research note on Wednesday, July 15th. Argus dropped their price target on shares of International Business Machines from $360.00 to $280.00 and set a "buy" rating for the company in a research note on Thursday, July 16th. Roth Capital reiterated a "buy" rating on shares of International Business Machines in a report on Wednesday, June 3rd. Stifel Nicolaus cut their target price on International Business Machines from $290.00 to $235.00 and set a "buy" rating on the stock in a research note on Monday, July 20th. Finally, The Goldman Sachs Group set a $270.00 price target on International Business Machines in a report on Thursday, July 23rd. Sixteen analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus target price of $265.90.

International Business Machines Price Performance

International Business Machines stock opened at $231.43 on Thursday. The stock has a market cap of $218.04 billion, a price-to-earnings ratio of 20.54, a price-to-earnings-growth ratio of 2.21 and a beta of 0.71. The company has a debt-to-equity ratio of 1.63, a current ratio of 0.79 and a quick ratio of 0.74. International Business Machines Corporation has a 1 year low of $199.19 and a 1 year high of $332.46. The firm has a 50-day moving average of $242.89 and a two-hundred day moving average of $247.41.

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

International Business Machines Dividend Announcement

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

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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