International Business Machines Corporation $IBM Shares Acquired by Capital Advisors Inc. OK

Key Points

• Capital Advisors Inc. OK increased its IBM stake by 46.1% in the second quarter, adding 114,709 shares for a total of 363,488 shares valued at approximately $102.2 million. Institutional investors and hedge funds collectively own 58.96% of IBM.
• Analyst sentiment remains broadly positive, with a consensus “Moderate Buy” rating and an average price target of $265.90, although JPMorgan recently reduced its target to $250 and other firms issued more cautious ratings.
• IBM reported quarterly EPS in line with estimates at $2.93, while revenue of $17.16 billion fell short of forecasts; the company also maintains a quarterly dividend of $1.69, equal to a 2.8% yield. Strategic AI and quantum-computing initiatives may support long-term growth, but recent underperformance and a shareholder investigation add risk.

Capital Advisors Inc. OK grew its stake in shares of International Business Machines Corporation (NYSE:IBM - Free Report) by 46.1% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 363,488 shares of the technology company's stock after buying an additional 114,709 shares during the period. International Business Machines accounts for approximately 1.5% of Capital Advisors Inc. OK's holdings, making the stock its 15th biggest holding. Capital Advisors Inc. OK's holdings in International Business Machines were worth $102,217,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also made changes to their positions in IBM. Basepoint Wealth LLC bought a new position in shares of International Business Machines during the fourth quarter worth about $25,000. Cornerstone Financial Management LLC bought a new position in International Business Machines during the 4th quarter worth approximately $28,000. SWAN Capital LLC acquired a new position in shares of International Business Machines in the 3rd quarter worth approximately $28,000. Portus Wealth Advisors LLC bought a new stake in shares of International Business Machines in the 1st quarter valued at approximately $26,000. Finally, Greenline Wealth Management LLC acquired a new stake in shares of International Business Machines during the 4th quarter valued at approximately $33,000. 58.96% of the stock is currently owned by institutional investors and hedge funds.

More International Business Machines News

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

• Positive Sentiment: Lunar AI partnership with NASA: IBM and NASA released the open-source Lunar Foundation Model, trained on decades of lunar observation data. The model reportedly outperformed widely used mapping methods by up to 23% in identifying features such as ice deposits, craters and volcanic formations. The announcement strengthens IBM’s profile in scientific AI, although near-term revenue is likely limited. IBM and NASA Release Open-Source AI Model to Support Lunar Exploration
• Positive Sentiment: Swiss quantum-computing hub: IBM and Lockheed Martin are establishing a quantum innovation hub at ETH Zurich through Switzerland’s defense-offset program. The Swiss National Supercomputing Centre is expected to host the country’s first IBM Quantum System Two, powered by IBM’s Nighthawk r2 processor and integrated with the Alps supercomputer. The arrangement could provide IBM with a government-supported, multi-year deployment while expanding access to researchers and businesses. Research will focus on quantum sensing, navigation and advanced materials. IBM and Lockheed Martin Announce Swiss Quantum Innovation Hub
• Neutral Sentiment: Analyst coverage continues to frame IBM as a diversified way to gain exposure to enterprise AI, hybrid cloud and quantum computing. However, the announcements are primarily strategic and research-oriented, so their effect on revenue and earnings may take years to materialize.
• Negative Sentiment: IBM recently underperformed the broader market, while a shareholder-rights law firm announced an investigation tied to management’s prior preview of weak second-quarter 2026 results. The investigation is not an allegation of wrongdoing, but it adds headline and legal risk. IBM Shareholder Investigation

Wall Street Analyst Weigh In

A number of brokerages have issued reports on IBM. JPMorgan Chase & Co. cut their target price on shares of International Business Machines from $291.00 to $250.00 and set an "overweight" rating on the stock in a report on Friday, July 17th. Weiss Ratings downgraded International Business Machines from a "buy (b-)" rating to a "hold (c+)" rating in a report on Wednesday, June 24th. Craig Hallum assumed coverage on International Business Machines in a research note on Wednesday, August 19th. They set a "buy" rating for the company. Sanford C. Bernstein reaffirmed a "market perform" rating on shares of International Business Machines in a research report on Thursday, July 16th. Finally, KeyCorp cut International Business Machines to a "sector weight" rating in a research note on Tuesday, June 23rd. Sixteen equities research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of "Moderate Buy" and an average price target of $265.90.

Insider Buying and Selling

In related news, SVP Robert Thomas sold 25,000 shares of International Business Machines stock in a transaction dated 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 transaction, the senior vice president directly owned 47,800 shares of the company's stock, valued at $11,009,296. The trade was a 34.34% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. 0.27% of the stock is currently owned by company insiders.

International Business Machines Trading Up 3.9%

International Business Machines stock opened at $243.14 on Friday. International Business Machines Corporation has a 12 month low of $199.19 and a 12 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 stock has a market cap of $229.07 billion, a P/E ratio of 21.57, a P/E/G ratio of 2.23 and a beta of 0.71. The company's fifty day simple moving average is $236.88 and its 200-day simple moving average is $246.36.

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 for the quarter, meeting the consensus estimate of $2.93. The company had revenue of $17.16 billion for the quarter, compared to analyst estimates of $17.46 billion. International Business Machines had a return on equity of 35.65% and a net margin of 15.52%.The business's revenue was up 1.1% compared to the same quarter last year. During the same period last year, the company earned $2.80 earnings per share. As a group, sell-side analysts forecast that International Business Machines Corporation will post 12.33 EPS for the current fiscal year.

International Business Machines Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Thursday, September 10th. Stockholders of record on Monday, August 10th were issued a $1.69 dividend. This represents a $6.76 annualized dividend and a dividend yield of 2.8%. The ex-dividend date of this dividend was Monday, August 10th. International Business Machines's payout ratio is presently 59.98%.

International Business Machines Profile

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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