Transamerica Financial Advisors LLC Acquires New Holdings in International Business Machines Corporation $IBM

Transamerica Financial Advisors LLC acquired a new position in shares of International Business Machines Corporation (NYSE:IBM) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 2,767 shares of the technology company’s stock, valued at approximately $778,000.

A number of other hedge funds and other institutional investors have also bought and sold shares of IBM. Orca Wealth Management LLC raised its holdings in shares of International Business Machines by 3.7% in the fourth quarter. Orca Wealth Management LLC now owns 975 shares of the technology company’s stock valued at $285,000 after purchasing an additional 35 shares during the last quarter. Friday Financial lifted its position in International Business Machines by 1.9% during the 2nd quarter. Friday Financial now owns 1,903 shares of the technology company’s stock worth $583,000 after buying an additional 35 shares in the last quarter. First Command Advisory Services Inc. lifted its position in International Business Machines by 1.1% during the 4th quarter. First Command Advisory Services Inc. now owns 3,459 shares of the technology company’s stock worth $1,025,000 after buying an additional 36 shares in the last quarter. HFM Investment Advisors LLC boosted its stake in shares of International Business Machines by 2.2% during the 4th quarter. HFM Investment Advisors LLC now owns 1,684 shares of the technology company’s stock worth $499,000 after buying an additional 37 shares during the last quarter. Finally, Argent Advisors Inc. grew its holdings in shares of International Business Machines by 0.8% in the 4th quarter. Argent Advisors Inc. now owns 4,655 shares of the technology company’s stock valued at $1,379,000 after acquiring an additional 37 shares in the last quarter. Institutional investors and hedge funds own 58.96% of the company’s stock.

More International Business Machines News

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

• Positive Sentiment: Quantum-computing milestone: IBM, Cleveland Clinic and RIKEN advanced to the finals of the 2026 ACM Gordon Bell Prize after using quantum-centric supercomputing to model a 12,635-atom protein. The recognition supports IBM’s long-term positioning in quantum computing and life-sciences applications. Cleveland Clinic, RIKEN and IBM Team Advance to Finals for 2026 ACM Gordon Bell Prize
• Positive Sentiment: AI and open-source collaboration: LTM is working with IBM and Red Hat on Lightwell, an initiative focused on AI-driven remediation of open-source software. The partnership reinforces IBM’s hybrid-cloud, Red Hat and enterprise-AI ecosystem. LTM Collaborates with IBM and Red Hat on Lightwell
• Positive Sentiment: Institutional demand and contracts: Quiver reported that 1,936 institutional investors increased IBM positions in the latest quarter, versus 1,592 that reduced holdings. JPMorgan, Sixth Street Partners and Wellington made sizable additions. The data also showed approximately $1.1 billion in government award payments over the past year, providing support for IBM’s public-sector business. IBM Stock Data and Institutional Activity
• Neutral Sentiment: Analyst comparison: Zacks said Arista Networks currently has an edge over IBM because of stronger performance, rising estimates and AI-cloud growth, although IBM offers exposure to cloud and AI at a potentially more moderate valuation. Arista vs. IBM
• Negative Sentiment: Insider selling: IBM Senior Vice President Robert David Thomas sold 25,000 shares for an estimated $5.8 million. Quiver also reported that congressional IBM trading included more sales than purchases, though the signal is not directly tied to operating performance. IBM Insider and Congressional Trading Data

Insider Activity

In other news, SVP Robert Thomas sold 25,000 shares of the firm’s stock in a transaction that occurred 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 directly owned 47,800 shares of the company’s stock, valued at approximately $11,009,296. This trade represents a 34.34% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. 0.27% of the stock is currently owned by insiders.

International Business Machines Trading Up 3.5%

Shares of NYSE:IBM opened at $240.12 on Thursday. International Business Machines Corporation has a 12-month low of $199.19 and a 12-month high of $332.46. The business has a 50 day moving average of $238.89 and a 200-day moving average of $246.54. 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 stock has a market cap of $226.22 billion, a PE ratio of 21.31, a P/E/G ratio of 2.21 and a beta of 0.71.

International Business Machines (NYSE:IBM) last posted 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. International Business Machines had a return on equity of 35.65% and a net margin of 15.52%.The company had revenue of $17.16 billion during the quarter, compared to the consensus estimate of $17.46 billion. During the same quarter last year, the firm earned $2.80 earnings per share. The company’s revenue was up 1.1% on a year-over-year basis. As a group, equities research analysts forecast that International Business Machines Corporation will post 12.33 earnings per share for the current year.

International Business Machines Announces Dividend

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 given a dividend of $1.69 per share. This represents a $6.76 dividend on an annualized basis and a dividend yield of 2.8%. The ex-dividend date is Monday, August 10th. International Business Machines’s dividend payout ratio is presently 59.98%.

Analyst Ratings Changes

Several research analysts recently commented on the company. Stifel Nicolaus reduced their price target on International Business Machines from $290.00 to $235.00 and set a “buy” rating for the company in a research report on Monday, July 20th. KeyCorp lowered International Business Machines to a “sector weight” rating in a research report on Tuesday, June 23rd. Wolfe Research downgraded International Business Machines to a “peer perform” rating in a report on Tuesday, June 23rd. Craig Hallum initiated coverage on shares of International Business Machines in a research note on Wednesday, August 19th. They issued a “buy” rating for the company. Finally, Piper Sandler raised shares of International Business Machines to an “overweight” rating in a research report on Tuesday, June 23rd. Sixteen research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus price target of $265.90.

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.