UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Buys 53,388 Shares of International Business Machines Corporation $IBM

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC grew its stake in shares of International Business Machines Corporation (NYSE:IBM) by 0.7% in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 7,621,512 shares of the technology company’s stock after acquiring an additional 53,388 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC owned about 0.81% of International Business Machines worth $2,143,245,000 at the end of the most recent reporting period.

Other large investors also recently added to or reduced their stakes in the company. Basepoint Wealth LLC purchased a new position in shares of International Business Machines in the fourth quarter worth about $25,000. Portus Wealth Advisors LLC purchased a new stake in shares of International Business Machines in the first quarter worth about $26,000. Harborfront Financial Group LLC purchased a new stake in shares of International Business Machines in the second quarter worth about $27,000. Cornerstone Financial Management LLC bought a new position in shares of International Business Machines in the fourth quarter valued at approximately $28,000. Finally, Hara Capital LLC bought a new position in shares of International Business Machines in the second quarter valued at approximately $28,000. Hedge funds and other institutional investors own 58.96% of the company’s stock.

Wall Street Analyst Weigh In

A number of analysts recently weighed in on the stock. Barclays decreased their target price on shares of International Business Machines from $288.00 to $262.00 and set an “overweight” rating on the stock in a report on Thursday, July 23rd. Susquehanna upped their price objective on shares of International Business Machines from $225.00 to $235.00 and gave the stock a “neutral” rating in a research report on Monday, August 31st. Sanford C. Bernstein reaffirmed a “market perform” rating on shares of International Business Machines in a research note on Thursday, July 16th. Jefferies Financial Group dropped their target price on shares of International Business Machines from $320.00 to $260.00 and set a “buy” rating for the company in a research report on Tuesday, July 21st. Finally, Weiss Ratings cut shares of International Business Machines from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Wednesday, June 24th. Sixteen investment analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, International Business Machines has a consensus rating of “Moderate Buy” and a consensus price target of $265.90.

Insider Activity

In related 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 transaction of $5,758,000.00. Following the transaction, the senior vice president owned 47,800 shares of the company’s stock, valued at approximately $11,009,296. This trade represents a 34.34% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 0.27% of the company’s stock.

International Business Machines Price Performance

Shares of International Business Machines stock opened at $243.14 on Friday. The firm has a market capitalization of $229.07 billion, a PE ratio of 21.57, a price-to-earnings-growth ratio of 2.23 and a beta of 0.71. 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 business’s 50-day moving average price is $236.88 and its 200-day moving average price is $246.36.

International Business Machines (NYSE:IBM) last released its earnings results on Wednesday, July 22nd. The technology company reported $2.93 earnings per share for the quarter, hitting analysts’ consensus estimates of $2.93. The company had revenue of $17.16 billion during the quarter, compared to the consensus estimate of $17.46 billion. International Business Machines had a return on equity of 35.65% and a net margin of 15.52%.International Business Machines’s quarterly revenue was up 1.1% compared to the same quarter last year. During the same quarter in the previous year, the company posted $2.80 EPS. Sell-side analysts forecast that International Business Machines Corporation will post 12.33 EPS for the current fiscal year.

International Business Machines Announces Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, September 10th. Stockholders of record on Monday, August 10th were issued a $1.69 dividend. 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 presently 59.98%.

International Business Machines News Summary

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

International Business Machines 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.