International Business Machines Corporation $IBM Shares Purchased by B. Metzler seel. Sohn & Co. AG

Key Points

• B. Metzler seel. Sohn & Co. AG increased its IBM stake by 23.1% in the second quarter, adding 14,433 shares for a total holding of 76,960 shares valued at approximately $21.6 million. Institutional investors collectively own 58.96% of IBM.
• IBM’s strategic announcements include open-source AI work with NASA and a quantum-computing hub with Lockheed Martin in Switzerland. These initiatives strengthen IBM’s technology profile but are expected to have limited near-term revenue impact.
• IBM reported quarterly EPS of $2.93, matching estimates, while revenue of $17.16 billion fell short of expectations. Analysts maintain a “Moderate Buy” consensus with an average price target of $265.90, while the company continues to pay a $1.69 quarterly dividend.

B. Metzler seel. Sohn & Co. AG increased its holdings in International Business Machines Corporation (NYSE:IBM - Free Report) by 23.1% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 76,960 shares of the technology company's stock after buying an additional 14,433 shares during the quarter. B. Metzler seel. Sohn & Co. AG's holdings in International Business Machines were worth $21,642,000 at the end of the most recent reporting period.

A number of other institutional investors also recently bought and sold shares of the business. BlackRock Inc. purchased a new stake in shares of International Business Machines in the 2nd quarter valued at $21,586,659,000. State Street Corp raised its holdings in shares of International Business Machines by 1.0% during the fourth quarter. State Street Corp now owns 54,996,293 shares of the technology company's stock worth $16,290,452,000 after purchasing an additional 518,321 shares during the last quarter. Geode Capital Management LLC raised its holdings in shares of International Business Machines by 1.5% during the fourth quarter. Geode Capital Management LLC now owns 22,605,083 shares of the technology company's stock worth $6,679,105,000 after purchasing an additional 336,069 shares during the last quarter. Capital World Investors lifted its position in International Business Machines by 29.2% during 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. Finally, Bank of America Corp DE boosted its holdings in International Business Machines by 7.0% in the first quarter. Bank of America Corp DE now owns 16,063,653 shares of the technology company's stock valued at $3,893,669,000 after purchasing an additional 1,049,602 shares during the last quarter. 58.96% of the stock is owned by hedge funds and other institutional investors.

Trending Headlines about International Business Machines

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

International Business Machines Trading Down 0.1%

IBM stock opened at $243.14 on Monday. International Business Machines Corporation has a 12-month low of $199.19 and a 12-month high of $332.46. The business's 50-day moving average is $236.88 and its 200 day moving average is $246.52. 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 stock has a market cap of $229.07 billion, a price-to-earnings ratio of 21.57, a PEG ratio of 2.32 and a beta of 0.71.

International Business Machines (NYSE:IBM - Get Free Report) last announced its earnings results on Wednesday, July 22nd. The technology company reported $2.93 EPS for the quarter, meeting 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 business's revenue was up 1.1% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $2.80 earnings per share. On average, sell-side analysts anticipate that International Business Machines Corporation will post 12.33 EPS for the current fiscal year.

International Business Machines Announces Dividend

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

Analysts Set New Price Targets

Several equities research analysts have weighed in on IBM shares. Argus cut their price target on International Business Machines from $360.00 to $280.00 and set a "buy" rating on the stock in a research report on Thursday, July 16th. The Goldman Sachs Group set a $270.00 target price on International Business Machines in a research note on Thursday, July 23rd. Craig Hallum began coverage on International Business Machines in a report on Wednesday, August 19th. They set a "buy" rating on the stock. BMO Capital Markets reduced their price target on 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. Finally, KeyCorp downgraded International Business Machines to a "sector weight" rating in a report on Tuesday, June 23rd. Seventeen investment analysts have rated the stock with a Buy rating, ten have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, International Business Machines presently has an average rating of "Moderate Buy" and an average price target of $265.90.

Insider Buying and Selling

In other International Business Machines 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 transaction, the senior vice president owned 47,800 shares in the company, valued at approximately $11,009,296. This trade represents a 34.34% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Corporate insiders own 0.27% of the company's stock.

International Business Machines Company 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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