Van Den Berg Management I Inc. Grows Stake in International Business Machines Corporation $IBM

Van Den Berg Management I Inc. increased its position in shares of International Business Machines Corporation (NYSE:IBM - Free Report) by 7.5% in the 2nd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 39,723 shares of the technology company's stock after purchasing an additional 2,781 shares during the quarter. International Business Machines accounts for 2.4% of Van Den Berg Management I Inc.'s investment portfolio, making the stock its 14th biggest holding. Van Den Berg Management I Inc.'s holdings in International Business Machines were worth $11,171,000 at the end of the most recent quarter.

A number of other institutional investors also recently bought and sold shares of the company. Orca Wealth Management LLC increased its position in shares of International Business Machines by 3.7% in the fourth quarter. Orca Wealth Management LLC now owns 975 shares of the technology company's stock valued at $285,000 after buying an additional 35 shares in the last quarter. Friday Financial boosted its position in shares of International Business Machines by 1.9% in the 2nd quarter. Friday Financial now owns 1,903 shares of the technology company's stock worth $583,000 after buying an additional 35 shares in the last quarter. First Command Advisory Services Inc. grew its stake in International Business Machines by 1.1% in the 4th quarter. First Command Advisory Services Inc. now owns 3,459 shares of the technology company's stock valued at $1,025,000 after acquiring an additional 36 shares during the last quarter. HFM Investment Advisors LLC grew its stake in International Business Machines by 2.2% in the 4th quarter. HFM Investment Advisors LLC now owns 1,684 shares of the technology company's stock valued at $499,000 after acquiring an additional 37 shares during the last quarter. Finally, Argent Advisors Inc. increased its holdings in International Business Machines by 0.8% during the 4th quarter. Argent Advisors Inc. now owns 4,655 shares of the technology company's stock valued at $1,379,000 after acquiring an additional 37 shares in the last quarter. 58.96% of the stock is currently owned by hedge funds and other institutional investors.

International Business Machines Price Performance

International Business Machines stock opened at $243.14 on Friday. International Business Machines Corporation has a 1 year low of $199.19 and a 1 year high of $332.46. The firm has a 50 day moving average price of $236.88 and a 200 day moving average price of $246.36. The company has a market cap of $229.07 billion, a price-to-earnings ratio of 21.57, a PEG ratio of 2.23 and a beta of 0.71. 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 announced its quarterly earnings results on Wednesday, July 22nd. The technology company reported $2.93 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 analyst estimates of $17.46 billion. During the same period in the prior year, the firm posted $2.80 earnings per share. The firm's revenue was up 1.1% on a year-over-year basis. Sell-side analysts predict that International Business Machines Corporation will post 12.33 earnings per share for the current year.

International Business Machines Dividend Announcement

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

Insider Buying and Selling at International Business Machines

In other news, SVP Robert Thomas sold 25,000 shares of the company's stock in a transaction dated 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 completion of the sale, 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 ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.27% of the stock is owned by insiders.

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

Wall Street Analysts Forecast Growth

A number of equities analysts have issued reports on IBM shares. The Goldman Sachs Group set a $270.00 target price on shares of International Business Machines in a research report on Thursday, July 23rd. Robert W. Baird assumed coverage on shares of International Business Machines in a research report on Tuesday, July 21st. They issued a "neutral" rating and a $230.00 price target on the stock. Oppenheimer cut shares of International Business Machines from an "outperform" rating to a "market perform" rating in a research note on Wednesday, July 15th. Barclays cut their price objective on International Business Machines from $288.00 to $262.00 and set an "overweight" rating for the company in a research report on Thursday, July 23rd. Finally, Morgan Stanley lowered their target price on International Business Machines from $293.00 to $190.00 and set an "equal weight" rating on the stock in a report on Thursday, July 23rd. Sixteen investment analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company has a consensus rating of "Moderate Buy" and a consensus target price of $265.90.

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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