Old Mission Investment Co LLC Makes New $1.82 Million Investment in International Business Machines Corporation $IBM

Key Points

• Old Mission Investment Co. LLC acquired 6,456 IBM shares worth approximately $1.82 million in the second quarter. Other institutions also initiated positions, with hedge funds and institutional investors collectively owning 58.96% of IBM.
• IBM senior vice president Robert Thomas sold 25,000 shares for approximately $5.76 million, reducing his position by 34.34%; insiders own just 0.27% of the company.
• Analyst sentiment remains favorable, with a consensus “Moderate Buy” rating and a $265.16 price target. IBM reported quarterly EPS of $2.93, revenue of $17.16 billion, and maintains a $1.69 quarterly dividend, yielding about 2.7%.

Old Mission Investment Co LLC bought a new position in shares of International Business Machines Corporation (NYSE:IBM - Free Report) in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 6,456 shares of the technology company's stock, valued at approximately $1,816,000.

Several other hedge funds and other institutional investors have also recently modified their holdings of the business. Highland Investment Advisors LLC acquired a new position in International Business Machines during the second quarter worth about $40,000. Outlook Capital Management LLC acquired a new stake in International Business Machines in the 2nd quarter valued at about $84,000. Turner Financial Group Inc. acquired a new stake in International Business Machines in the 2nd quarter valued at about $206,000. Timbuktu Capital Management LLC purchased a new position in International Business Machines in the 2nd quarter worth approximately $124,000. Finally, Oakmont Investment Advisors Inc. purchased a new position in International Business Machines in the 2nd quarter worth approximately $474,000. 58.96% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In related news, SVP Robert Thomas sold 25,000 shares of the business's stock in a transaction dated 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 sale, the senior vice president directly owned 47,800 shares in the company, valued at approximately $11,009,296. The trade was a 34.34% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Insiders own 0.27% of the company's stock.

Wall Street Analyst Weigh In

A number of equities research analysts have recently issued reports on the company. Wedbush set a $350.00 price target on International Business Machines in a research report on Tuesday, June 2nd. Argus reduced their price objective 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. HSBC set a $175.00 price objective on International Business Machines and gave the stock a "reduce" rating in a research note on Thursday, July 16th. Royal Bank Of Canada reaffirmed an "outperform" rating and issued a $270.00 target price on shares of International Business Machines in a research note on Tuesday, July 21st. Finally, Citigroup reduced their price target on International Business Machines from $255.00 to $245.00 and set a "buy" rating on the stock in a report on Friday, July 24th. Seventeen analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat, the company has a consensus rating of "Moderate Buy" and a consensus target price of $265.16.

International Business Machines News Roundup

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

International Business Machines Trading Up 2.4%

IBM opened at $249.09 on Tuesday. International Business Machines Corporation has a one year low of $199.19 and a one year high of $332.46. The stock has a market capitalization of $234.68 billion, a PE ratio of 22.10, a P/E/G ratio of 2.32 and a beta of 0.71. The business's 50 day moving average price is $235.87 and its 200 day moving average price is $246.66. The company has a debt-to-equity ratio of 1.63, a quick ratio of 0.74 and a current ratio of 0.79.

International Business Machines (NYSE:IBM - Get Free Report) last posted its earnings results on Wednesday, July 22nd. The technology company reported $2.93 earnings per share (EPS) for the quarter, hitting 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 company had revenue of $17.16 billion during the quarter, compared to analysts' expectations of $17.46 billion. During the same quarter last year, the firm earned $2.80 earnings per share. The firm's quarterly revenue was up 1.1% compared to the same quarter last year. As a group, equities research analysts expect that International Business Machines Corporation will post 12.33 EPS for the current year.

International Business Machines Announces Dividend

The firm also recently declared 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. The ex-dividend date was Monday, August 10th. This represents a $6.76 dividend on an annualized basis and a dividend yield of 2.7%. International Business Machines's dividend payout ratio is currently 59.98%.

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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