Integrated Wealth Concepts LLC Has $20.38 Million Stock Holdings in International Business Machines Corporation $IBM

Key Points

• Integrated Wealth Concepts increased its IBM position by 5.9% in the second quarter, owning 72,487 shares valued at approximately $20.38 million. Institutional investors and hedge funds collectively hold 58.96% of IBM’s stock.
• IBM’s latest quarterly results matched earnings expectations at $2.93 per share, but revenue of $17.16 billion fell short of estimates; revenue still rose 1.1% year over year. Analysts maintain a “Moderate Buy” consensus with an average price target of $265.16.
• IBM paid a quarterly dividend of $1.69, equivalent to $6.76 annually and a 2.8% yield. The company also faces mixed signals, including an insider share sale and recent analyst downgrades, despite long-term interest in its AI and quantum-computing initiatives.

Integrated Wealth Concepts LLC boosted its position in shares of International Business Machines Corporation (NYSE:IBM - Free Report) by 5.9% during the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 72,487 shares of the technology company's stock after acquiring an additional 4,055 shares during the period. Integrated Wealth Concepts LLC's holdings in International Business Machines were worth $20,384,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in the company. Community Bank N.A. raised its stake in shares of International Business Machines by 1.4% in the 2nd quarter. Community Bank N.A. now owns 97,430 shares of the technology company's stock valued at $27,397,000 after buying an additional 1,360 shares in the last quarter. RFG Advisory LLC boosted its position in shares of International Business Machines by 2.6% during the 2nd quarter. RFG Advisory LLC now owns 23,721 shares of the technology company's stock valued at $6,671,000 after acquiring an additional 609 shares in the last quarter. NewEdge Advisors LLC increased its stake in International Business Machines by 1.0% in the second quarter. NewEdge Advisors LLC now owns 198,163 shares of the technology company's stock valued at $55,726,000 after acquiring an additional 1,994 shares during the period. Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD bought a new stake in International Business Machines in the second quarter valued at about $6,883,000. Finally, IFP Advisors Inc raised its position in International Business Machines by 30.6% in the second quarter. IFP Advisors Inc now owns 43,273 shares of the technology company's stock worth $12,169,000 after purchasing an additional 10,130 shares in the last quarter. Institutional investors and hedge funds own 58.96% of the company's stock.

International Business Machines Price Performance

Shares of International Business Machines stock opened at $237.65 on Thursday. The stock has a market capitalization of $223.90 billion, a price-to-earnings ratio of 21.09, a P/E/G ratio of 2.37 and a beta of 0.71. The firm's 50-day moving average price is $233.43 and its two-hundred day moving average price is $246.71. The company has a current ratio of 0.79, a quick ratio of 0.74 and a debt-to-equity ratio of 1.63. 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 posted its 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 company had revenue of $17.16 billion during the quarter, compared to analysts' expectations of $17.46 billion. International Business Machines had a net margin of 15.52% and a return on equity of 35.65%. International Business Machines's quarterly revenue was up 1.1% compared to the same quarter last year. During the same quarter in the previous year, the company posted $2.80 earnings per share. On average, equities analysts predict that International Business Machines Corporation will post 12.33 earnings per share for the current fiscal year.

International Business Machines Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, September 10th. Shareholders 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 yield of 2.8%. International Business Machines's payout ratio is currently 59.98%.

Analyst Upgrades and Downgrades

A number of equities research analysts have weighed in on IBM shares. Royal Bank Of Canada reaffirmed an "outperform" rating and set a $270.00 price objective on shares of International Business Machines in a report on Tuesday, July 21st. Craig Hallum assumed coverage on International Business Machines in a research report on Wednesday, August 19th. They set a "buy" rating for the company. Wall Street Zen downgraded International Business Machines from a "hold" rating to a "sell" rating in a research report on Saturday, September 12th. BMO Capital Markets lowered their price target on International Business Machines from $270.00 to $230.00 and set a "market perform" rating on the stock in a research report on Thursday, July 23rd. Finally, Sanford C. Bernstein reiterated a "market perform" rating on shares of International Business Machines in a research note on Thursday, July 16th. Seventeen analysts have rated the stock with a Buy rating, ten have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the company currently has an average rating of "Moderate Buy" and an average target price of $265.16.

Insider Activity at International Business Machines

In other news, SVP Robert Thomas sold 25,000 shares of the firm'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 trade represents a 34.34% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Insiders own 0.27% of the company's stock.

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.

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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