Paradigm Capital Management Inc. NY Purchases Shares of 2,900 International Business Machines Corporation $IBM

Paradigm Capital Management Inc. NY acquired a new position in shares of International Business Machines Corporation (NYSE:IBM) in the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund acquired 2,900 shares of the technology company’s stock, valued at approximately $816,000.

A number of other hedge funds have also made changes to their positions in the business. Brighton Jones LLC increased its holdings in International Business Machines by 12.4% in the 4th quarter. Brighton Jones LLC now owns 21,011 shares of the technology company’s stock valued at $4,619,000 after purchasing an additional 2,323 shares in the last quarter. Sivia Capital Partners LLC lifted its stake in shares of International Business Machines by 10.6% during the second quarter. Sivia Capital Partners LLC now owns 1,938 shares of the technology company’s stock worth $571,000 after purchasing an additional 186 shares in the last quarter. Jump Financial LLC acquired a new position in shares of International Business Machines during the second quarter worth about $211,000. Ieq Capital LLC boosted its position in shares of International Business Machines by 2.2% in the second quarter. Ieq Capital LLC now owns 38,617 shares of the technology company’s stock worth $11,383,000 after buying an additional 843 shares during the period. Finally, Vivaldi Capital Management LP boosted its position in shares of International Business Machines by 11.6% in the second quarter. Vivaldi Capital Management LP now owns 1,017 shares of the technology company’s stock worth $300,000 after buying an additional 106 shares during the period. Hedge funds and other institutional investors own 58.96% of the company’s stock.

International Business Machines Stock Performance

Shares of IBM opened at $232.02 on Wednesday. The firm 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. 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 business’s 50 day moving average is $239.81 and its two-hundred 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.

International Business Machines (NYSE:IBM) last released its quarterly 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 business had revenue of $17.16 billion during the quarter, compared to the consensus estimate of $17.46 billion. International Business Machines had a net margin of 15.52% and a return on equity of 35.65%. The business’s quarterly revenue was up 1.1% compared to the same quarter last year. During the same quarter last year, the company earned $2.80 earnings per share. Analysts forecast that International Business Machines Corporation will post 12.33 EPS for the current fiscal year.

International Business Machines Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Monday, August 10th will be paid 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 is Monday, August 10th. International Business Machines’s dividend payout ratio is 59.98%.

Wall Street Analyst Weigh In

Several equities research analysts recently commented on IBM shares. KeyCorp downgraded International Business Machines to a “sector weight” rating in a report on Tuesday, June 23rd. Oppenheimer downgraded shares of International Business Machines from an “outperform” rating to a “market perform” rating in a research report on Wednesday, July 15th. Roth Capital reiterated a “buy” rating on shares of International Business Machines in a research note on Wednesday, June 3rd. Susquehanna boosted their target price 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. Finally, HSBC set a $175.00 target price on shares of International Business Machines and gave the company a “reduce” rating in a research note on Thursday, July 16th. Sixteen investment analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $265.90.

Insiders Place Their Bets

In other International Business Machines news, SVP Robert Thomas sold 25,000 shares of the firm’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 transaction, 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 position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. 0.27% of the stock is currently owned by corporate insiders.

International Business Machines News Roundup

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

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.