International Business Machines Corporation $IBM Shares Purchased by RTD Financial Advisors Inc.

RTD Financial Advisors Inc. lifted its stake in International Business Machines Corporation (NYSE:IBM) by 590.2% in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 6,633 shares of the technology company’s stock after purchasing an additional 5,672 shares during the quarter. International Business Machines comprises about 0.2% of RTD Financial Advisors Inc.’s portfolio, making the stock its 20th largest holding. RTD Financial Advisors Inc.’s holdings in International Business Machines were worth $1,865,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors also recently bought and sold shares of the company. Norges Bank acquired a new position in International Business Machines during the 4th quarter valued at approximately $2,446,429,000. Capital World Investors lifted its stake in shares of International Business Machines by 29.2% during the fourth quarter. Capital World Investors now owns 22,021,912 shares of the technology company’s stock worth $6,523,720,000 after buying an additional 4,976,756 shares during the period. Price T Rowe Associates Inc. MD grew its holdings in shares of International Business Machines by 83.4% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 5,617,117 shares of the technology company’s stock valued at $1,663,847,000 after buying an additional 2,553,552 shares during the last quarter. Corient Private Wealth LLC increased its position in shares of International Business Machines by 359.6% in the 4th quarter. Corient Private Wealth LLC now owns 1,896,675 shares of the technology company’s stock valued at $561,814,000 after acquiring an additional 1,484,026 shares during the period. Finally, Vanguard Group Inc. increased its position in shares of International Business Machines by 1.5% in the 4th quarter. Vanguard Group Inc. now owns 97,216,131 shares of the technology company’s stock valued at $28,796,390,000 after acquiring an additional 1,439,824 shares during the period. 58.96% of the stock is currently owned by institutional investors and hedge funds.

International Business Machines Stock Down 1.0%

Shares of IBM stock opened at $235.96 on Thursday. The stock has a 50 day moving average of $253.69 and a 200 day moving average of $253.72. The company has a current ratio of 0.79, a quick ratio of 0.74 and a debt-to-equity ratio of 1.63. The stock has a market cap of $222.30 billion, a P/E ratio of 20.94, a P/E/G ratio of 2.34 and a beta of 0.70. International Business Machines Corporation has a twelve month low of $199.19 and a twelve month high of $332.46.

International Business Machines (NYSE:IBM) last released its quarterly earnings data on Wednesday, July 22nd. The technology company reported $2.93 EPS for the quarter, hitting the consensus estimate of $2.93. The business had revenue of $17.16 billion for the quarter, compared to analyst estimates of $17.46 billion. International Business Machines had a return on equity of 35.65% and a net margin of 15.52%.The business’s quarterly revenue was up 1.1% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $2.80 EPS. As a group, sell-side analysts expect that International Business Machines Corporation will post 12.33 EPS 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. Investors of record on Monday, August 10th will be paid a $1.69 dividend. This represents a $6.76 annualized dividend and a dividend yield of 2.9%. The ex-dividend date is Monday, August 10th. International Business Machines’s payout ratio is currently 59.98%.

International Business Machines News Roundup

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

• Positive Sentiment: IBM signed a multiyear, $240 million agreement with Together AI to build a large-scale AI inference cluster on IBM Cloud using NVIDIA HGX B300 systems and Spectrum-X networking. The platform is expected to be available in the first quarter of 2027 and could strengthen IBM’s position in enterprise AI and the emerging “neocloud” market. Together AI said demand is strong enough that the capacity could sell out before launch. IBM, Together AI ink $240 million deal for Nvidia-powered AI inference cluster
• Positive Sentiment: TD SYNNEX is expanding IBM distribution into 20 additional countries across Europe, Asia-Pacific and Latin America. The broader partner channel may improve IBM’s global reach and support sales of its infrastructure, software and services. TD SYNNEX Expands IBM Distribution to Accelerate Partner-Led Growth Worldwide
• Neutral Sentiment: IBM’s chief executive indicated that quantum computing could begin making a measurable contribution to revenue and earnings later in the decade. The opportunity supports IBM’s long-term technology narrative, but the delayed financial impact limits its importance to current results. This is when IBM’s CEO says quantum computing could start to have a measurable impact on its bottom line
• Negative Sentiment: Commentary remains cautious about whether IBM’s AI investments will generate sufficient returns. The $240 million contract is strategically significant, but analysts and investors may view it as modest relative to the capital being committed across the AI industry and IBM’s overall revenue base. IBM Landed A $240M AI Deal. Is That Enough?
• Negative Sentiment: Two securities law firms announced investigations tied to the reported 25% selloff following management’s preview of weak second-quarter 2026 results. These announcements do not establish wrongdoing, but they add reputational and potential litigation overhang after the sharp decline. IBM $68 Billion Wipeout Amid Z Shortfall Triggers Investigation
• Negative Sentiment: IBM also completed a roughly CAD 997 million bond offering carrying a 4.75% coupon and maturing in 2034. The financing supports liquidity, but adds to leverage and interest expense concerns at a time when investors are focused on improving organic growth.

Analyst Upgrades and Downgrades

A number of brokerages have commented on IBM. DZ Bank raised International Business Machines from a “hold” rating to a “buy” rating and set a $295.00 price target for the company in a research report on Friday, April 24th. Citigroup cut their price objective 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. Susquehanna reduced their price objective on International Business Machines from $303.00 to $225.00 and set a “neutral” rating for the company in a research note on Friday, July 24th. Morgan Stanley decreased their target price on International Business Machines from $293.00 to $190.00 and set an “equal weight” rating for the company in a report on Thursday, July 23rd. Finally, Stifel Nicolaus dropped their target price on 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. Fifteen 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 stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average price target of $265.40.

International Business Machines Profile

International Business Machines Corporation (IBM) is a global technology and consulting company headquartered in Armonk, New York. Founded in 1911 as the Computing-Tabulating-Recording Company (CTR) and renamed IBM in 1924, the company has evolved from early electromechanical machines to a diversified technology provider serving enterprises and governments worldwide. IBM is publicly traded on the New York Stock Exchange under the ticker symbol IBM.

IBM’s principal businesses encompass cloud computing and software, infrastructure and systems, consulting and technology services, and research and development.