Krilogy Financial LLC Boosts Stock Position in International Business Machines Corporation $IBM

Krilogy Financial LLC boosted its position in International Business Machines Corporation (NYSE:IBM - Free Report) by 38.9% in the second quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 7,752 shares of the technology company's stock after purchasing an additional 2,171 shares during the quarter. Krilogy Financial LLC's holdings in International Business Machines were worth $2,180,000 at the end of the most recent reporting period.

Several other hedge funds have also modified their holdings of IBM. Basepoint Wealth LLC purchased a new position in shares of International Business Machines in the 4th quarter worth approximately $25,000. Portus Wealth Advisors LLC purchased a new stake in International Business Machines during the first quarter valued at approximately $26,000. Joseph Group Capital Management acquired a new stake in International Business Machines in the fourth quarter valued at approximately $28,000. Cornerstone Financial Management LLC acquired a new stake in International Business Machines in the fourth quarter valued at approximately $28,000. Finally, SWAN Capital LLC purchased a new position in International Business Machines in the third quarter worth $28,000. 58.96% of the stock is owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

Several analysts have recently commented on the company. Roth Capital reiterated a "buy" rating on shares of International Business Machines in a report on Wednesday, June 3rd. The Goldman Sachs Group set a $270.00 target price on International Business Machines in a research note on Thursday, July 23rd. Needham & Company LLC began coverage on International Business Machines in a research note on Wednesday, June 3rd. They issued a "buy" rating for the company. Barclays lowered their price target on International Business Machines from $288.00 to $262.00 and set an "overweight" rating for the company in a report on Thursday, July 23rd. Finally, Citigroup dropped their price target on International Business Machines from $255.00 to $245.00 and set a "buy" rating on the stock in a research note on Friday, July 24th. Sixteen investment analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the company's stock. According to MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and a consensus target price of $265.40.

International Business Machines News Summary

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

• Positive Sentiment: IBM unveiled a dual-architecture processor for future IBM Z and LinuxONE systems, developed with Arm. The chip is designed to run IBM and Arm instructions concurrently without emulation, allowing customers to use Arm-native applications alongside traditional mainframe workloads. The move could expand IBM’s addressable software ecosystem, support hybrid-cloud and AI workloads, and encourage future mainframe upgrades. IBM Unveils Next Generation Dual-Architecture Processor for IBM Z and LinuxONE
• Positive Sentiment: Commentary is framing the Arm integration as a potentially important AI and enterprise-computing catalyst. The processor is expected to broaden application choices for regulated customers that value IBM’s security and reliability but want access to modern Arm-based software. The commercial benefit is likely longer term because systems using the new design have not yet generated reported revenue. What Could IBM Gain From Its First Dual Architecture Mainframe Processor?
• Neutral Sentiment: IBM’s quantum-computing advances and role in post-quantum cybersecurity add to its long-term technology narrative. These opportunities could create future consulting, security and infrastructure demand, but current quantum commercialization remains uncertain and is not yet offsetting weaker hardware trends. IBM Just Hit a New Quantum Computing Milestone
• Neutral Sentiment: New AI-powered features for the 2026 US Open, including live updates, serve analysis and conversational fan tools, demonstrate IBM’s AI capabilities and support its sports-technology relationship with the USTA. The announcement is strategically positive but unlikely to materially affect near-term earnings. IBM and the USTA Introduce New AI-Powered Fan Experiences
• Negative Sentiment: Investor concerns remain focused on IBM’s modest revenue growth and sharply weaker mainframe sales. Recent coverage cites roughly 1% year-over-year revenue growth and a 42% decline in mainframe sales, reinforcing doubts about near-term results despite the new processor opportunity. A securities-law firm has also announced an investigation related to the Z product slowdown, adding headline and litigation risk, although no wrongdoing has been established. Investor Reminder Regarding IBM Z Product Slowdown Investigation

International Business Machines Stock Up 1.3%

Shares of IBM stock opened at $234.02 on Wednesday. International Business Machines Corporation has a fifty-two week low of $199.19 and a fifty-two week high of $332.46. The firm has a market capitalization of $220.47 billion, a PE ratio of 20.76, a P/E/G ratio of 2.27 and a beta of 0.70. The company has a debt-to-equity ratio of 1.63, a quick ratio of 0.74 and a current ratio of 0.79. The stock's 50-day simple moving average is $245.71 and its 200-day simple moving average is $249.59.

International Business Machines (NYSE:IBM - Get Free Report) last released its earnings results on Wednesday, July 22nd. The technology company reported $2.93 EPS for the quarter, hitting analysts' consensus estimates of $2.93. The firm had revenue of $17.16 billion during the quarter, compared to the consensus estimate of $17.46 billion. International Business Machines had a return on equity of 35.65% and a net margin of 15.52%.The company's 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. Equities analysts expect that International Business Machines Corporation will post 12.33 earnings per share for the current year.

International Business Machines Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Monday, August 10th will be paid a dividend of $1.69 per share. This represents a $6.76 annualized dividend and a yield of 2.9%. The ex-dividend date is Monday, August 10th. International Business Machines's payout ratio is presently 59.98%.

International Business Machines Company Profile

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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