IFP Advisors Inc Has $12.17 Million Stock Holdings in International Business Machines Corporation $IBM

Key Points

• IFP Advisors increased its IBM stake by 30.6% in the second quarter, holding 43,273 shares valued at approximately $12.17 million. Institutional investors collectively own 58.96% of IBM’s outstanding stock.
• IBM reported quarterly earnings of $2.93 per share, in line with estimates, while revenue of $17.16 billion fell short of expectations; revenue nevertheless increased 1.1% year over year. The company also paid a quarterly dividend of $1.69, representing a 2.8% annualized yield.
• Analyst sentiment remains moderately positive, with a consensus “Moderate Buy” rating and a $265.16 average price target, compared with IBM’s reported share price of $237.65. Recent target changes were mixed, including downgrades and reduced price objectives from several firms.

IFP Advisors Inc increased its stake in shares of International Business Machines Corporation (NYSE:IBM - Free Report) by 30.6% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 43,273 shares of the technology company's stock after buying an additional 10,130 shares during the period. IFP Advisors Inc's holdings in International Business Machines were worth $12,169,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the stock. Basepoint Wealth LLC bought a new stake in shares of International Business Machines during the fourth quarter valued at approximately $25,000. Portus Wealth Advisors LLC bought a new position in International Business Machines in the 1st quarter worth approximately $26,000. Harborfront Financial Group LLC bought a new position in International Business Machines in the 2nd quarter worth approximately $27,000. Cornerstone Financial Management LLC acquired a new position in International Business Machines during the 4th quarter worth $28,000. Finally, Hara Capital LLC bought a new position in International Business Machines in the 2nd quarter valued at $28,000. Institutional investors and hedge funds own 58.96% of the company's stock.

International Business Machines Stock Performance

IBM stock opened at $237.65 on Thursday. International Business Machines Corporation has a twelve month low of $199.19 and a twelve month 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. The company has a market cap of $223.90 billion, a P/E ratio of 21.09, a price-to-earnings-growth ratio of 2.37 and a beta of 0.71. The business's fifty day moving average is $233.43 and its 200-day moving average is $246.71.

International Business Machines (NYSE:IBM - Get Free Report) last announced its quarterly earnings data 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 during the quarter, compared to analysts' expectations of $17.46 billion. International Business Machines had a return on equity of 35.65% and a net margin of 15.52%.The firm's quarterly revenue was up 1.1% compared to the same quarter last year. During the same period in the previous year, the firm earned $2.80 earnings per share. Equities research analysts forecast that International Business Machines Corporation will post 12.33 EPS for the current year.

International Business Machines Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Thursday, September 10th. Stockholders of record on Monday, August 10th were paid 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 dividend yield of 2.8%. International Business Machines's dividend payout ratio is 59.98%.

Insider Buying and Selling at International Business Machines

In related news, SVP Robert Thomas sold 25,000 shares of the stock in a transaction that occurred on 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 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 position. The sale was disclosed in a legal filing with the SEC, which is available at this link. 0.27% of the stock is owned by corporate insiders.

Trending Headlines about International Business Machines

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

• Positive Sentiment: IBM subsidiary Anderon finalized a $1 billion CHIPS and Science Act award from the U.S. Department of Commerce to accelerate development of a U.S.-based, pure-play quantum wafer foundry. The funding strengthens IBM’s position in quantum infrastructure and could create longer-term strategic opportunities, although it is primarily government support for research and capacity expansion rather than immediate revenue. Anderon finalizes $1 billion CHIPS award
• Positive Sentiment: Analysts’ reported price targets remain above the current trading level, and coverage highlighted potential growth from IBM’s quantum infrastructure strategy and AI deployments. A Turkish credit-bureau AI deal also reportedly involves production-scale processing of 23 million transactions daily, though IBM did not disclose its contract value.
• Neutral Sentiment: The quantum award is strategically important but may require substantial execution, investment and time before materially affecting IBM’s earnings. The opportunity is viewed more as a long-term infrastructure platform than an immediate financial catalyst.
• Negative Sentiment: Despite the government announcement, investors appear to be taking profits after IBM’s recent advance. Technical commentary pointed to resistance near the $239–$241 area, while the retreat below that zone weakened the short-term breakout thesis. Why IBM stock is falling
• Negative Sentiment: IBM’s latest reported quarter showed earnings in line with estimates but revenue below expectations, reinforcing concerns that the company’s near-term growth remains modest. The stock’s decline while the broader technology market rallied suggests valuation and profit-taking pressures outweighed the quantum news.

Analysts Set New Price Targets

A number of equities research analysts have recently weighed in on IBM shares. Wolfe Research downgraded International Business Machines to a "peer perform" rating in a research report on Tuesday, June 23rd. Robert W. Baird began coverage on International Business Machines in a report on Tuesday, July 21st. They issued a "neutral" rating and a $230.00 price target on the stock. JPMorgan Chase & Co. lowered their price objective on International Business Machines from $291.00 to $250.00 and set an "overweight" rating for the company in a research report on Friday, July 17th. 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 report on Thursday, July 23rd. Finally, Susquehanna upped their target price on shares of International Business Machines from $225.00 to $235.00 and gave the company a "neutral" rating in a research report on Monday, August 31st. Seventeen equities research analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and a consensus target price of $265.16.

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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