Andra AP fonden Purchases 11,880 Shares of International Business Machines Corporation $IBM

Andra AP fonden raised its position in shares of International Business Machines Corporation (NYSE:IBM) by 9.7% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 134,780 shares of the technology company’s stock after acquiring an additional 11,880 shares during the quarter. Andra AP fonden’s holdings in International Business Machines were worth $37,901,000 as of its most recent SEC filing.

A number of other large investors have also recently bought and sold shares of the business. State Street Corp grew its holdings in International Business Machines by 2.7% in the second quarter. State Street Corp now owns 56,045,055 shares of the technology company’s stock worth $15,760,430,000 after purchasing an additional 1,450,562 shares during the period. Security National Bank of SO Dak bought a new position in shares of International Business Machines during the 2nd quarter worth about $50,000. Wellington Altus USA Inc. increased its position in International Business Machines by 44.6% in the 2nd quarter. Wellington Altus USA Inc. now owns 726 shares of the technology company’s stock valued at $204,000 after buying an additional 224 shares in the last quarter. Anchor Investment Management LLC raised its stake in International Business Machines by 4.4% during the 2nd quarter. Anchor Investment Management LLC now owns 8,721 shares of the technology company’s stock worth $2,452,000 after buying an additional 366 shares during the period. Finally, Reynders McVeigh Capital Management LLC boosted its holdings in International Business Machines by 5.2% in the second quarter. Reynders McVeigh Capital Management LLC now owns 150,929 shares of the technology company’s stock worth $42,443,000 after acquiring an additional 7,403 shares in the last quarter. 58.96% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on the company. Robert W. Baird began coverage on International Business Machines in a research report on Tuesday, July 21st. They set a “neutral” rating and a $230.00 target price on the stock. Wolfe Research downgraded International Business Machines to a “peer perform” rating in a report on Tuesday, June 23rd. Piper Sandler raised shares of International Business Machines to an “overweight” rating in a research report on Tuesday, June 23rd. Argus cut their price target on shares of International Business Machines from $360.00 to $280.00 and set a “buy” rating on the stock in a report on Thursday, July 16th. Finally, Royal Bank Of Canada reissued an “outperform” rating and issued a $270.00 target price on shares of International Business Machines in a research report on Tuesday, July 21st. Seventeen analysts have rated the stock with a Buy rating, ten have assigned a Hold rating and one has assigned a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $265.16.

Insider Buying and Selling

In other news, SVP Robert Thomas sold 25,000 shares of the business’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 completion of the transaction, the senior vice president directly owned 47,800 shares of the company’s stock, valued at $11,009,296. The trade was a 34.34% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. 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 and Marist University launched an Innovation Incubator using the IBM z17 mainframe to support AI research, student training and career readiness. The initiative expands a 50-year relationship and could strengthen IBM’s long-term pipeline of z17, hybrid-cloud and AI users, although it is unlikely to materially affect near-term revenue. Marist University and IBM Launch Innovation Incubator
• Positive Sentiment: IBM’s integration of Arm technology into its enterprise mainframes highlights the company’s effort to support changing AI and data-center workloads. Greater processor flexibility could improve IBM’s competitiveness as agentic AI expands, though the report provides no direct financial guidance. IBM Mainframe Arm Integration
• Neutral Sentiment: IBM’s workforce study found a significant gap between the AI oversight skills employers want and the skills employees prioritize. The findings reinforce demand for IBM’s consulting, training and governance services, but the study itself does not represent a new contract or revenue forecast. IBM CHRO Study
• Negative Sentiment: IBM’s roughly $2 billion investment to build a quantum-manufacturing platform is weighing on sentiment because external demand for quantum wafers remains uncertain. Federal matching capital should reduce IBM’s burden, but investors may remain concerned about elevated spending and the timing of commercial returns. IBM Quantum Manufacturing Platform
• Negative Sentiment: Commentary linking IBM CEO Arvind Krishna to concerns about quantum-computing threats to Bitcoin adds reputational noise, but has little direct implication for IBM’s operating results. Bitcoin and Quantum Computing Commentary

International Business Machines Price Performance

NYSE IBM traded down $1.13 on Tuesday, reaching $230.80. 1,817,669 shares of the company’s stock traded hands, compared to its average volume of 7,677,835. International Business Machines Corporation has a 12 month low of $199.19 and a 12 month high of $332.46. The company has a debt-to-equity ratio of 1.63, a current ratio of 0.79 and a quick ratio of 0.74. The stock has a 50-day simple moving average of $229.96 and a 200 day simple moving average of $246.54. The stock has a market cap of $217.44 billion, a PE ratio of 20.53, a P/E/G ratio of 2.19 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 (EPS) for the quarter, meeting the consensus estimate of $2.93. International Business Machines had a return on equity of 35.65% and a net margin of 15.52%.The firm had revenue of $17.16 billion for the quarter, compared to analysts’ expectations of $17.46 billion. During the same period in the previous year, the firm earned $2.80 earnings per share. The business’s revenue was up 1.1% compared to the same quarter last year. As a group, research analysts predict 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 was paid on Thursday, September 10th. Shareholders of record on Monday, August 10th were paid a dividend of $1.69 per share. This represents a $6.76 annualized dividend and a yield of 2.9%. The ex-dividend date was Monday, August 10th. International Business Machines’s dividend payout ratio (DPR) is currently 59.98%.

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.