112,688 Shares in International Business Machines Corporation $IBM Acquired by Van Hulzen Asset Management LLC

Van Hulzen Asset Management LLC purchased a new stake in shares of International Business Machines Corporation (NYSE:IBM) in the second quarter, Holdings Channel.com reports. The fund purchased 112,688 shares of the technology company’s stock, valued at approximately $31,689,000. International Business Machines accounts for approximately 2.3% of Van Hulzen Asset Management LLC’s portfolio, making the stock its 9th largest holding.

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

International Business Machines Stock Performance

International Business Machines stock opened at $232.02 on Wednesday. The company has a market cap of $218.59 billion, a PE ratio of 20.59, a PEG ratio of 2.24 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 1 year low of $199.19 and a 1 year high of $332.46. The company’s 50-day moving average is $239.81 and its two-hundred day moving average is $246.65.

International Business Machines (NYSE:IBM) last issued 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. The company 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%. International Business Machines’s revenue was up 1.1% on a year-over-year basis. During the same quarter in the previous year, the company earned $2.80 EPS. Equities analysts anticipate that International Business Machines Corporation will post 12.33 earnings per share for the current year.

International Business Machines Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders 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 yield of 2.9%. The ex-dividend date of this dividend is Monday, August 10th. International Business Machines’s payout ratio is currently 59.98%.

Insider Activity at International Business Machines

In other International Business Machines news, SVP Robert Thomas sold 25,000 shares of the company’s 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 completion of the sale, the senior vice president 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 legal filing with the SEC, which is accessible through this hyperlink. Insiders own 0.27% of the company’s stock.

Key Headlines Impacting International Business Machines

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 equities analysts have weighed in on IBM shares. Argus dropped their target price on shares of International Business Machines from $360.00 to $280.00 and set a “buy” rating for the company in a research note on Thursday, July 16th. Needham & Company LLC initiated coverage on shares of International Business Machines in a report on Wednesday, June 3rd. They issued a “buy” rating for the company. Weiss Ratings cut shares of International Business Machines from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Wednesday, June 24th. Craig Hallum initiated coverage on International Business Machines in a report on Wednesday, August 19th. They set a “buy” rating on the stock. Finally, Oppenheimer lowered International Business Machines from an “outperform” rating to a “market perform” rating in a research report on Wednesday, July 15th. Sixteen research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the stock. According to MarketBeat, the stock has an average 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.