International Business Machines Corporation $IBM Shares Purchased by Modern Wealth Management LLC

Modern Wealth Management LLC lifted its stake in International Business Machines Corporation (NYSE:IBMFree Report) by 18.1% in the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 23,176 shares of the technology company’s stock after purchasing an additional 3,545 shares during the quarter. Modern Wealth Management LLC’s holdings in International Business Machines were worth $5,635,000 as of its most recent SEC filing.

Several other large investors also recently bought and sold shares of IBM. Vanguard Group Inc. raised its holdings in shares of International Business Machines by 1.5% in the fourth quarter. Vanguard Group Inc. now owns 97,216,131 shares of the technology company’s stock worth $28,796,390,000 after buying an additional 1,439,824 shares during the last quarter. State Street Corp grew its holdings in shares of International Business Machines by 1.0% during the fourth quarter. State Street Corp now owns 54,996,293 shares of the technology company’s stock valued at $16,290,452,000 after buying an additional 518,321 shares during the last quarter. Geode Capital Management LLC increased its position in shares of International Business Machines by 1.5% in the 4th quarter. Geode Capital Management LLC now owns 22,605,083 shares of the technology company’s stock valued at $6,679,105,000 after acquiring an additional 336,069 shares during the period. Capital World Investors increased its position in shares of International Business Machines by 29.2% in the 4th quarter. Capital World Investors now owns 22,021,912 shares of the technology company’s stock valued at $6,523,720,000 after acquiring an additional 4,976,756 shares during the period. Finally, Norges Bank purchased a new position in International Business Machines in the 4th quarter worth $2,446,429,000. Hedge funds and other institutional investors own 58.96% of the company’s stock.

International Business Machines Price Performance

Shares of IBM opened at $214.16 on Friday. The business’s 50-day moving average is $262.92 and its two-hundred day moving average is $260.50. The company has a market capitalization of $201.28 billion, a P/E ratio of 19.00, a P/E/G ratio of 2.24 and a beta of 0.68. International Business Machines Corporation has a fifty-two week low of $199.19 and a fifty-two week high of $332.46. The company has a debt-to-equity ratio of 1.63, a quick ratio of 0.76 and a current ratio of 0.79.

International Business Machines (NYSE:IBMGet Free Report) last issued its quarterly earnings data 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 business had revenue of $17.16 billion during the quarter, compared to analysts’ expectations of $17.46 billion. During the same quarter in the previous year, the firm posted $2.80 EPS. The company’s revenue for the quarter was up 1.1% on a year-over-year basis. Research analysts predict that International Business Machines Corporation will post 12.15 earnings per share for the current year.

International Business Machines Dividend Announcement

The business also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Monday, August 10th will be given a dividend of $1.69 per share. This represents a $6.76 annualized dividend and a yield of 3.2%. The ex-dividend date is Monday, August 10th. International Business Machines’s dividend payout ratio (DPR) is currently 59.98%.

Trending Headlines about International Business Machines

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

  • Positive Sentiment: Unusual options activity showed strong bullish interest, with traders buying 108,601 call options on IBM, about 35% above normal call volume. This suggests some investors are betting on a rebound.
  • Positive Sentiment: Citigroup lowered its price target to $245 from $255 but kept a Buy rating, implying meaningful upside from current levels and signaling that some analysts still see value in the shares.
  • Positive Sentiment: IBM announced a dividend of $1.69 per share, reinforcing its appeal to income-focused investors at a time when the stock has been under pressure.
  • Neutral Sentiment: Recent commentary has turned split: some analysts and strategists view the post-earnings decline as a potential long-term opportunity, while others say IBM may be stuck in a holding pattern until growth reaccelerates. IBM: The Historic Stock Rout Is A Generational Opportunity
  • Neutral Sentiment: IBM is still getting support from its long-term quantum computing strategy, including the announced acquisition of HRL Laboratories, which expands its quantum R&D capabilities. That could help sentiment, but the benefit is longer term rather than immediate.
  • Negative Sentiment: The main reason the stock fell sharply is IBM’s Q2 report and lowered 2026 outlook: revenue missed expectations, mainframe sales weakened, and management cut full-year constant-currency revenue growth guidance after customers shifted spending toward AI infrastructure.
  • Negative Sentiment: Shortly after the earnings slump, law firms announced securities-fraud investigations tied to IBM’s disclosures about the mainframe slowdown, adding legal overhang and uncertainty for shareholders.

Analysts Set New Price Targets

A number of analysts have commented on IBM shares. HSBC set a $175.00 price target on International Business Machines and gave the company a “reduce” rating in a research note on Thursday, July 16th. Sanford C. Bernstein restated a “market perform” rating on shares of International Business Machines in a research note on Thursday, July 16th. The Goldman Sachs Group set a $270.00 target price on International Business Machines in a report on Thursday. Roth Capital reiterated a “buy” rating on shares of International Business Machines in a report on Wednesday, June 3rd. Finally, Needham & Company LLC initiated coverage on shares of International Business Machines in a research report on Wednesday, June 3rd. They set a “buy” rating for the company. Fifteen research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat.com, International Business Machines currently has an average rating of “Moderate Buy” and an average target price of $265.40.

View Our Latest Research Report on International Business Machines

International Business Machines Profile

(Free Report)

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.

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Institutional Ownership by Quarter for International Business Machines (NYSE:IBM)

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