Vega Investment Solutions Takes $1.22 Million Position in International Business Machines Corporation $IBM

Vega Investment Solutions acquired 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 and Exchange Commission. The firm acquired 4,330 shares of the technology company's stock, valued at approximately $1,218,000.

A number of other hedge funds also recently bought and sold shares of the company. Basepoint Wealth LLC bought a new position in International Business Machines during the fourth quarter valued at approximately $25,000. Portus Wealth Advisors LLC bought a new stake in shares of International Business Machines in the 1st quarter worth approximately $26,000. Harborfront Financial Group LLC bought a new stake in shares of International Business Machines in the 2nd quarter worth approximately $27,000. Cornerstone Financial Management LLC purchased a new stake in shares of International Business Machines in the 4th quarter valued at $28,000. Finally, Hara Capital LLC purchased a new stake in shares of International Business Machines in the 2nd quarter valued at $28,000. Institutional investors own 58.96% of the company's stock.

Insider Buying and Selling at International Business Machines

In related news, SVP Robert Thomas sold 25,000 shares of the firm'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 sale, the senior vice president directly owned 47,800 shares of the company's stock, valued at $11,009,296. This trade represents a 34.34% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Corporate insiders own 0.27% of the company's stock.

International Business Machines Stock Down 1.2%

Shares of NYSE IBM opened at $232.02 on Wednesday. The firm's fifty day moving average is $239.81 and its 200 day moving average is $246.65. International Business Machines Corporation has a 52 week low of $199.19 and a 52 week high of $332.46. The company has a quick ratio of 0.74, a current ratio of 0.79 and a debt-to-equity ratio of 1.63. The company has a market cap of $218.59 billion, a price-to-earnings ratio of 20.59, a PEG ratio of 2.24 and a beta of 0.71.

International Business Machines (NYSE:IBM - Get Free Report) last announced its quarterly earnings results on Wednesday, July 22nd. The technology company reported $2.93 earnings per share for the quarter, meeting the consensus estimate of $2.93. The business had revenue of $17.16 billion during the quarter, compared to analysts' expectations of $17.46 billion. International Business Machines had a net margin of 15.52% and a return on equity of 35.65%. The firm's revenue for the quarter was up 1.1% compared to the same quarter last year. During the same quarter in the prior year, the company posted $2.80 EPS. On average, equities research analysts expect that International Business Machines Corporation will post 12.33 earnings per share for the current year.

International Business Machines Dividend Announcement

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

More International Business Machines News

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

• Positive Sentiment: IBM, Cleveland Clinic and Japan’s RIKEN advanced to the finals for the 2026 ACM Gordon Bell Prize after using quantum and classical computing to model a 12,635-atom protein. The achievement highlights IBM’s potential in quantum-centric supercomputing and life-sciences research. Cleveland Clinic, RIKEN and IBM Team Advance to Finals for 2026 ACM Gordon Bell Prize
• Positive Sentiment: An Evercore ISI analyst argued that IBM’s quantum-computing initiatives are effectively being valued at little or nothing in the current stock price, suggesting potential upside if the technology advances commercially. Is IBM’s selloff an opportunity? Here’s one case for the beaten-down stock.
• Neutral Sentiment: IBM shares were reported slightly higher ahead of the latest session, but the update offered no new fundamental catalyst. A separate comparison of IBM and Applied Digital focused on financial metrics rather than a specific IBM business development. IBM stock heads into the open after a 0.08 percent gain
• Negative Sentiment: The main pressure remains concern over a slowdown in IBM Z product activity. The resulting selloff prompted a securities-law investigation announcement, reinforcing investor worries about demand and execution in IBM’s core infrastructure business. IBM Shares Fall Following IBM Z Product Slowdown
• Negative Sentiment: Evercore warned that capital moving into anticipated AI initial public offerings could lead investors to sell existing holdings, placing IBM among stocks vulnerable to portfolio rotation. Evercore Warns AI IPOs Could Pressure IBM

Analyst Upgrades and Downgrades

A number of brokerages recently commented on IBM. Stifel Nicolaus decreased their target price on shares of International Business Machines from $290.00 to $235.00 and set a "buy" rating on the stock in a research report on Monday, July 20th. Bank of America upped their price target on shares of International Business Machines from $315.00 to $330.00 and gave the company a "buy" rating in a research report on Monday, July 6th. Craig Hallum began coverage on International Business Machines in a research note on Wednesday, August 19th. They set a "buy" rating on the stock. Jefferies Financial Group decreased their price objective on International Business Machines from $320.00 to $260.00 and set a "buy" rating on the stock in a report on Tuesday, July 21st. Finally, Robert W. Baird assumed coverage on International Business Machines in a research note on Tuesday, July 21st. They issued a "neutral" rating and a $230.00 target price for the company. Sixteen investment analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat, International Business Machines has an average rating of "Moderate Buy" and an average price target 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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