Mufg Securities Americas Inc. Acquires 2,449 Shares of International Business Machines Corporation $IBM

Mufg Securities Americas Inc. lifted its holdings in shares of International Business Machines Corporation (NYSE:IBM - Free Report) by 9.5% in the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 28,308 shares of the technology company's stock after acquiring an additional 2,449 shares during the quarter. Mufg Securities Americas Inc.'s holdings in International Business Machines were worth $7,960,000 as of its most recent SEC filing.

A number of other institutional investors have also made changes to their positions in the business. Basepoint Wealth LLC acquired a new stake in International Business Machines during the 4th quarter valued at $25,000. Portus Wealth Advisors LLC acquired a new position in shares of International Business Machines in the first quarter valued at $26,000. Harborfront Financial Group LLC bought a new position in shares of International Business Machines in the second quarter valued at about $27,000. Cornerstone Financial Management LLC bought a new position in shares of International Business Machines in the fourth quarter valued at about $28,000. Finally, Hara Capital LLC acquired a new stake in shares of International Business Machines during the 2nd quarter worth about $28,000. 58.96% of the stock is owned by institutional investors and hedge funds.

International Business Machines Stock Up 3.9%

Shares of IBM opened at $243.14 on Friday. The company has a current ratio of 0.79, a quick ratio of 0.74 and a debt-to-equity ratio of 1.63. International Business Machines Corporation has a 12 month low of $199.19 and a 12 month high of $332.46. The firm's 50 day moving average is $236.88 and its 200-day moving average is $246.36. The stock has a market capitalization of $229.07 billion, a PE ratio of 21.57, a P/E/G ratio of 2.23 and a beta of 0.71.

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 the consensus estimate of $2.93. International Business Machines had a return on equity of 35.65% and a net margin of 15.52%.The business had revenue of $17.16 billion during the quarter, compared to analysts' expectations of $17.46 billion. During the same period in the previous year, the company posted $2.80 earnings per share. The firm's revenue for the quarter was up 1.1% compared to the same quarter last year. Equities research analysts forecast that International Business Machines Corporation will post 12.33 EPS for the current year.

International Business Machines Announces Dividend

The business also recently announced a quarterly dividend, which was paid on Thursday, September 10th. Stockholders of record on Monday, August 10th were issued a dividend of $1.69 per share. 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 dividend payout ratio is 59.98%.

Insider Activity at International Business Machines

In related 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 ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Insiders own 0.27% of the company's stock.

Analyst Upgrades and Downgrades

IBM has been the subject of several research analyst reports. KeyCorp downgraded shares of International Business Machines to a "sector weight" rating in a report on Tuesday, June 23rd. Wolfe Research cut shares of International Business Machines to a "peer perform" rating in a report on Tuesday, June 23rd. Royal Bank Of Canada restated an "outperform" rating and set a $270.00 price objective on shares of International Business Machines in a report on Tuesday, July 21st. Weiss Ratings downgraded International Business Machines from a "buy (b-)" rating to a "hold (c+)" rating in a research report on Wednesday, June 24th. Finally, Needham & Company LLC started coverage on International Business Machines in a report on Wednesday, June 3rd. They set a "buy" rating for the company. Sixteen equities research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company presently has a consensus rating of "Moderate Buy" and an average price target of $265.90.

International Business Machines News Roundup

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

About International Business Machines

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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