Markowski Investments Takes $634,000 Position in International Business Machines Corporation $IBM

Key Points

• Markowski Investments purchased 2,256 IBM shares worth approximately $634,000 during the second quarter. Other institutions also initiated positions, with institutional investors owning 58.96% of IBM.
• IBM reported quarterly EPS of $2.93, matching estimates, while revenue rose 1.1% year over year to $17.16 billion but fell short of consensus expectations. Analysts maintain a “Moderate Buy” consensus rating with an average price target of $265.16.
• Senior Vice President Robert Thomas sold 25,000 shares for approximately $5.76 million, reducing his position by 34.34%. IBM’s quarterly dividend is $1.69 per share, implying an annualized yield of about 2.7%.

Markowski Investments purchased a new stake in shares of International Business Machines Corporation (NYSE:IBM - Free Report) during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 2,256 shares of the technology company's stock, valued at approximately $634,000.

A number of other institutional investors have also added to or reduced their stakes in the company. Old Mission Investment Co LLC purchased a new stake in International Business Machines in the 2nd quarter valued at about $1,816,000. Highland Investment Advisors LLC purchased a new position in shares of International Business Machines in the 2nd quarter worth approximately $40,000. Outlook Capital Management LLC purchased a new position in shares of International Business Machines in the 2nd quarter worth approximately $84,000. Turner Financial Group Inc. bought a new position in shares of International Business Machines in the second quarter valued at approximately $206,000. Finally, Timbuktu Capital Management LLC purchased a new stake in shares of International Business Machines during the second quarter valued at approximately $124,000. 58.96% of the stock is owned by institutional investors.

More International Business Machines News

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

• Positive Sentiment: NASA lunar AI model expands IBM’s AI profile. IBM and NASA released the open-source NASA-IBM Lunar Foundation Model, which analyzes lunar observation data to map craters, identify possible ice deposits and study volcanic features. The launch demonstrates IBM’s ability to apply its AI technology to specialized scientific and government workloads and could support broader commercial AI opportunities. IBM Takes its AI Strategy Beyond Earth with NASA Lunar Model
• Positive Sentiment: NASA collaboration is being viewed as a potential long-term growth catalyst. Commentary on the partnership suggests the open-source model could broaden IBM’s AI runway and strengthen its position in advanced research and enterprise applications. How to Play IBM Stock as It Teams Up with NASA to Launch a New Open-Source Model
• Positive Sentiment: IBM remains involved in the developing quantum-computing ecosystem. IBM quantum hardware was included in early evaluations of NVIDIA’s CUDA-Q Logical platform, which is designed to connect quantum processors with GPUs and support error-correction development. Separately, IBM is supporting BlueQubit’s $150,000 Quantum Flywheel grant program, increasing its exposure to researchers and potential future quantum-computing customers. BlueQubit Launches Quantum Flywheel Grant Program
• Neutral Sentiment: Investor attention is elevated. IBM has become a trending stock on Zacks, which may be contributing to trading interest, but the coverage does not identify a new earnings or guidance catalyst. IBM Is a Trending Stock
• Positive Sentiment: Analyst sentiment remains moderately favorable. Recent coverage indicates analysts have maintained a Moderate Buy rating and that second-quarter 2026 guidance remains intact, providing support for IBM’s valuation while investors await additional operating results. IBM Stock Gains as Analysts Keep Moderate Buy Rating

Insider Buying and Selling

In other news, SVP Robert Thomas sold 25,000 shares of the stock in a transaction on Wednesday, August 26th. The shares were 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 of the company's stock, valued at $11,009,296. This represents a 34.34% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 0.27% of the stock is currently owned by corporate insiders.

International Business Machines Price Performance

Shares of NYSE IBM opened at $249.09 on Tuesday. The stock's 50-day simple moving average is $235.87 and its two-hundred day simple moving average is $246.66. International Business Machines Corporation has a twelve month low of $199.19 and a twelve month high of $332.46. The firm has a market capitalization of $234.68 billion, a P/E ratio of 22.10, a P/E/G ratio of 2.32 and a beta of 0.71. The company has a quick ratio of 0.74, a current ratio of 0.79 and a debt-to-equity ratio of 1.63.

International Business Machines (NYSE:IBM - Get Free Report) last issued its quarterly 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. International Business Machines had a return on equity of 35.65% and a net margin of 15.52%.The firm had revenue of $17.16 billion during the quarter, compared to the consensus estimate of $17.46 billion. During the same quarter last year, the company posted $2.80 EPS. The company's revenue for the quarter was up 1.1% on a year-over-year basis. As a group, equities analysts anticipate that International Business Machines Corporation will post 12.33 EPS for the current fiscal year.

International Business Machines Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Thursday, September 10th. Shareholders of record on Monday, August 10th were paid a $1.69 dividend. This represents a $6.76 dividend on an annualized basis and a yield of 2.7%. The ex-dividend date of this dividend was Monday, August 10th. International Business Machines's payout ratio is currently 59.98%.

Analyst Ratings Changes

IBM has been the topic of several research analyst reports. Sanford C. Bernstein reissued a "market perform" rating on shares of International Business Machines in a research report on Thursday, July 16th. Weiss Ratings upgraded International Business Machines from a "hold (c+)" rating to a "buy (b-)" rating in a research note on Friday. Argus reduced their price target on shares of International Business Machines from $360.00 to $280.00 and set a "buy" rating for the company in a research report on Thursday, July 16th. Susquehanna raised their price objective on shares of International Business Machines from $225.00 to $235.00 and gave the stock a "neutral" rating in a report on Monday, August 31st. Finally, Barclays lowered their price objective on shares of International Business Machines from $288.00 to $262.00 and set an "overweight" rating on the stock in a research report on Thursday, July 23rd. Seventeen 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 data from MarketBeat, the company has an average rating of "Moderate Buy" and a consensus target price of $265.16.

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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