EFG International AG Takes Position in International Business Machines Corporation $IBM

EFG International AG bought a new position in shares of International Business Machines Corporation (NYSE:IBM - Free Report) in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 8,693 shares of the technology company's stock, valued at approximately $2,445,000.

Several other large investors also recently made changes to their positions in IBM. Ancora Advisors LLC acquired a new position in shares of International Business Machines during the 2nd quarter valued at $1,850,000. Delos Wealth Advisors LLC acquired a new stake in shares of International Business Machines in the second quarter valued at about $1,179,000. Palisade Capital Management LP acquired a new stake in shares of International Business Machines in the second quarter valued at about $937,000. Cooper Haims Advisors LLC purchased a new stake in shares of International Business Machines during the 2nd quarter valued at about $645,000. Finally, Canada Pension Plan Investment Board acquired a new position in International Business Machines during the 2nd quarter worth approximately $481,939,000. Institutional investors and hedge funds own 58.96% of the company's stock.

Wall Street Analyst Weigh In

IBM has been the subject of several recent research reports. The Goldman Sachs Group set a $270.00 price objective on shares of International Business Machines in a research report on Thursday, July 23rd. Royal Bank Of Canada restated an "outperform" rating and set a $270.00 target price on shares of International Business Machines in a research note on Tuesday, July 21st. Craig Hallum started coverage on International Business Machines in a research note on Wednesday, August 19th. They issued a "buy" rating on the stock. Stifel Nicolaus reduced their price target on International Business Machines from $290.00 to $235.00 and set a "buy" rating for the company in a report on Monday, July 20th. Finally, Wall Street Zen upgraded International Business Machines from a "sell" rating to a "hold" rating in a research note on Saturday, August 29th. Sixteen equities research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the company's stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus target price of $265.90.

International Business Machines News Roundup

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

Insider Buying and Selling

In other International Business Machines news, SVP Robert Thomas sold 25,000 shares of the 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 sale, the senior vice president directly owned 47,800 shares of the company's stock, 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 Securities & Exchange Commission, which is available at this link. 0.27% of the stock is currently owned by insiders.

International Business Machines Trading Down 1.2%

International Business Machines stock opened at $232.02 on Wednesday. International Business Machines Corporation has a 1 year low of $199.19 and a 1 year high of $332.46. The firm's 50-day moving average is $239.81 and its 200-day moving average is $246.65. The company has a debt-to-equity ratio of 1.63, a quick ratio of 0.74 and a current ratio of 0.79. The company has a market cap of $218.59 billion, a P/E ratio of 20.59, a PEG ratio of 2.24 and a beta of 0.71.

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

International Business Machines Dividend Announcement

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 issued a $1.69 dividend. 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 dividend payout ratio (DPR) is 59.98%.

About International Business Machines

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.

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