Union Bancaire Privee UBP SA Raises Position in International Business Machines Corporation $IBM

Union Bancaire Privee UBP SA grew its stake in International Business Machines Corporation (NYSE:IBM) by 280.3% during the second quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 69,416 shares of the technology company’s stock after purchasing an additional 51,164 shares during the quarter. Union Bancaire Privee UBP SA’s holdings in International Business Machines were worth $19,520,000 at the end of the most recent reporting period.

Several other institutional investors have also bought and sold shares of IBM. Basepoint Wealth LLC purchased a new stake in shares of International Business Machines in the fourth quarter valued at about $25,000. Joseph Group Capital Management bought a new position in shares of International Business Machines during the fourth quarter valued at about $28,000. Cornerstone Financial Management LLC purchased a new position in International Business Machines during the fourth quarter worth about $28,000. SWAN Capital LLC purchased a new position in International Business Machines during the third quarter worth about $28,000. Finally, LFA Lugano Financial Advisors SA bought a new stake in International Business Machines in the 4th quarter worth about $31,000. Institutional investors own 58.96% of the company’s stock.

International Business Machines Trading Up 0.2%

Shares of International Business Machines stock opened at $234.79 on Monday. The company has a debt-to-equity ratio of 1.63, a quick ratio of 0.74 and a current ratio of 0.79. The stock has a market capitalization of $221.20 billion, a P/E ratio of 20.83, a P/E/G ratio of 2.30 and a beta of 0.70. International Business Machines Corporation has a 52-week low of $199.19 and a 52-week high of $332.46. The stock’s 50-day simple moving average is $251.38 and its 200 day simple moving average is $252.89.

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 the consensus estimate of $2.93. The firm 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 company’s revenue was up 1.1% on a year-over-year basis. During the same quarter last year, the company earned $2.80 earnings per share. As a group, research analysts anticipate that International Business Machines Corporation will post 12.33 EPS 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 issued a dividend of $1.69 per share. The ex-dividend date of this dividend is Monday, August 10th. This represents a $6.76 dividend on an annualized basis and a yield of 2.9%. International Business Machines’s payout ratio is presently 59.98%.

Analysts Set New Price Targets

Several equities research analysts have commented on IBM shares. Morgan Stanley decreased their price objective on shares of International Business Machines from $293.00 to $190.00 and set an “equal weight” rating for the company in a research note on Thursday, July 23rd. The Goldman Sachs Group set a $270.00 target price on International Business Machines in a report on Thursday, July 23rd. KeyCorp downgraded International Business Machines to a “sector weight” rating in a research report on Tuesday, June 23rd. Robert W. Baird started coverage on International Business Machines in a research report on Tuesday, July 21st. They set a “neutral” rating and a $230.00 price target for the company. Finally, BMO Capital Markets cut their price objective on International Business Machines from $270.00 to $230.00 and set a “market perform” rating on the stock in a research report on Thursday, July 23rd. Fifteen research 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 company has an average rating of “Moderate Buy” and an average price target of $265.40.

International Business Machines News Summary

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

• Positive Sentiment: IBM’s strategic partnership with OpenAI will embed OpenAI models and tools, including GPT-5.6, into IBM Consulting’s enterprise AI platform. IBM also plans to establish a dedicated OpenAI Practice and train thousands of consultants and engineers, potentially strengthening its position in regulated industries such as finance, government, telecommunications and retail. IBM partners with OpenAI to bolster enterprise AI push
• Positive Sentiment: IBM’s $240 million, multi-year agreement with Together AI will build an NVIDIA-powered AI inference cluster on IBM Cloud. Strong anticipated demand could support growth in IBM’s cloud infrastructure and high-performance AI workloads. Can IBM’s Together AI Cloud Deal Boost Its Growth Prospects?
• Positive Sentiment: IBM-reported research indicates that 85% of organizations planned to increase security spending by May, up from 64% during the prior period, as companies respond to frontier-AI cyber threats. This could benefit IBM’s cybersecurity, consulting and AI automation businesses. Frontier AI Threats Drive Companies to Boost Security Budgets
• Neutral Sentiment: Some coverage characterizes IBM as a relatively attractive technology investment because of its steadier earnings outlook, valuation and dividend, while other commentary highlights longer-term opportunities in quantum computing. These factors may provide support but are unlikely to resolve near-term growth concerns. AST SpaceMobile vs. IBM: Which Tech Stock is the Better Buy Now?
• Negative Sentiment: IBM’s shares have declined even after the OpenAI announcement, suggesting investors want evidence that the alliance can accelerate sales and profits. The partnership’s costs, implementation timeline and ability to convert consulting demand into recurring revenue remain key uncertainties. IBM Stock Drops Despite Major OpenAI Partnership
• Negative Sentiment: Bleichmar Fonti & Auld LLP announced an investigation into potential securities fraud following IBM’s significant stock decline. The announcement is primarily an attorney solicitation and does not establish wrongdoing, but it adds headline and litigation risk. IBM securities fraud investigation reminder

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.