International Business Machines Corporation $IBM Shares Acquired by Marshall Financial Group LLC

Marshall Financial Group LLC boosted its stake in shares of International Business Machines Corporation (NYSE:IBM - Free Report) by 842.0% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 9,156 shares of the technology company's stock after purchasing an additional 8,184 shares during the period. Marshall Financial Group LLC's holdings in International Business Machines were worth $2,575,000 at the end of the most recent reporting period.

A number of other hedge funds also recently made changes to their positions in IBM. Norges Bank acquired a new stake in International Business Machines during the fourth quarter worth about $2,446,429,000. Capital World Investors raised its position in International Business Machines by 29.2% in the fourth quarter. Capital World Investors now owns 22,021,912 shares of the technology company's stock valued at $6,523,720,000 after purchasing an additional 4,976,756 shares during the period. Price T Rowe Associates Inc. MD lifted its stake in shares of International Business Machines by 83.4% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 5,617,117 shares of the technology company's stock worth $1,663,847,000 after purchasing an additional 2,553,552 shares in the last quarter. Corient Private Wealth LLC boosted its position in shares of International Business Machines by 359.6% in the fourth quarter. Corient Private Wealth LLC now owns 1,896,675 shares of the technology company's stock worth $561,814,000 after buying an additional 1,484,026 shares during the period. Finally, Vanguard Group Inc. lifted its position in International Business Machines by 1.5% during the 4th quarter. Vanguard Group Inc. now owns 97,216,131 shares of the technology company's stock worth $28,796,390,000 after acquiring an additional 1,439,824 shares in the last quarter. Institutional investors and hedge funds own 58.96% of the company's stock.

Analysts Set New Price Targets

Several brokerages have issued reports on IBM. BMO Capital Markets lowered their price objective on shares of International Business Machines from $270.00 to $230.00 and set a "market perform" rating for the company in a research report on Thursday, July 23rd. Wall Street Zen downgraded shares of International Business Machines from a "hold" rating to a "sell" rating in a research note on Saturday, July 18th. Wolfe Research lowered shares of International Business Machines to a "peer perform" rating in a report on Tuesday, June 23rd. Morgan Stanley decreased their price objective on shares of International Business Machines from $293.00 to $190.00 and set an "equal weight" rating for the company in a research report on Thursday, July 23rd. Finally, Oppenheimer downgraded International Business Machines from an "outperform" rating to a "market perform" rating in a research note on Wednesday, July 15th. Fifteen investment 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. According to MarketBeat, the company presently has a consensus rating of "Moderate Buy" and an average target price of $265.40.

Key Headlines Impacting International Business Machines

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

• Positive Sentiment: Maximo gains credibility with enterprise customers. New Verdantix research commissioned by Cohesive found that IBM Maximo users demonstrate higher maintenance maturity than industry peers, supporting demand for IBM’s asset-management and industrial software offerings. New Verdantix Research Finds IBM Maximo Users Demonstrate Higher Maintenance Maturity Than Industry Peers
• Positive Sentiment: Government and distribution expansion broaden IBM’s software opportunity. Maximo Government SaaS received FedRAMP Moderate authorization, potentially making it easier for U.S. agencies to adopt the platform. Separately, Arrow Electronics expanded its IBM distribution agreement to seven additional European countries. IBM Secures FedRAMP Moderate Authorization For Maximo Government SaaS Arrow Electronics adds seven countries to distribution coverage with IBM
• Positive Sentiment: AI remains a potential growth driver. Coverage highlights IBM’s positioning in the enterprise AI race, while industry research forecasts rapid expansion in agentic AI spending. IBM’s software and consulting exposure could benefit if companies increase spending on AI automation and workflow tools. IBM Makes Surprise Move in Nvidia AI Race
• Neutral Sentiment: Investor positioning is mixed. Quiver data showed more institutions added IBM shares than reduced positions in the latest quarter, and two company insiders made purchases. Analysts’ reported median price target of $310 is well above the recent trading range, although these signals are not guarantees of future performance.
• Negative Sentiment: Mainframe weakness is weighing on sentiment. Recent analysis points to a poor IBM Z/mainframe quarter, with investors concerned that product-cycle headwinds could offset software gains. The company’s latest reported revenue also came in below consensus despite earnings meeting expectations. IBM: Big Blue Sees Red Hat; Mainframe Headwinds, Software Tailwinds
• Negative Sentiment: A securities-fraud investigation adds risk. Bleichmar Fonti & Auld announced an investigation related to the IBM Z slowdown and the stock’s prior decline. The announcement is an allegation and does not establish wrongdoing, but it adds uncertainty and may pressure the shares. IBM Securities Fraud Investigation Initiated After IBM Z Product Slowdown and 25% Stock Drop

International Business Machines Stock Up 1.7%

IBM stock opened at $232.74 on Wednesday. International Business Machines Corporation has a twelve month low of $199.19 and a twelve month high of $332.46. The company has a current ratio of 0.79, a quick ratio of 0.74 and a debt-to-equity ratio of 1.63. The company has a market capitalization of $219.27 billion, a P/E ratio of 20.65, a PEG ratio of 2.30 and a beta of 0.70. The firm has a 50 day simple moving average of $249.44 and a 200-day simple moving average of $252.00.

International Business Machines (NYSE:IBM - Get Free Report) last posted its quarterly earnings results on Wednesday, July 22nd. The technology company reported $2.93 earnings per share (EPS) for the quarter, meeting 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 analysts' expectations of $17.46 billion. During the same period in the prior year, the company posted $2.80 earnings per share. The firm's quarterly revenue was up 1.1% on a year-over-year basis. On average, equities research analysts predict that International Business Machines Corporation will post 12.33 earnings per share for the current fiscal year.

International Business Machines Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Monday, August 10th will be paid a $1.69 dividend. This represents a $6.76 dividend on an annualized basis and a dividend yield of 2.9%. The ex-dividend date is Monday, August 10th. International Business Machines's dividend payout ratio is 59.98%.

About International Business Machines

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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