Franklin Street Advisors Inc. NC Buys 12,540 Shares of International Business Machines Corporation $IBM

Franklin Street Advisors Inc. NC lifted its stake in shares of International Business Machines Corporation (NYSE:IBM) by 33.2% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 50,293 shares of the technology company’s stock after buying an additional 12,540 shares during the period. Franklin Street Advisors Inc. NC’s holdings in International Business Machines were worth $14,143,000 at the end of the most recent quarter.

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

International Business Machines Stock Performance

NYSE IBM opened at $237.08 on Monday. International Business Machines Corporation has a 52-week low of $199.19 and a 52-week high of $332.46. The company has a 50-day simple moving average of $258.59 and a 200 day simple moving average of $254.94. 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 company has a market capitalization of $223.36 billion, a PE ratio of 21.04, a price-to-earnings-growth ratio of 2.33 and a beta of 0.70.

International Business Machines (NYSE:IBM) last released its earnings results on Wednesday, July 22nd. The technology company reported $2.93 earnings per share for the quarter, meeting analysts’ consensus estimates of $2.93. International Business Machines had a net margin of 15.52% and a return on equity of 35.65%. 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 company earned $2.80 earnings per share. The company’s quarterly revenue was up 1.1% on a year-over-year basis. On average, research analysts predict that International Business Machines Corporation will post 12.33 EPS for the current year.

International Business Machines Announces Dividend

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 issued a $1.69 dividend. This represents a $6.76 dividend on an annualized basis and a dividend yield of 2.9%. The ex-dividend date of this dividend is Monday, August 10th. International Business Machines’s payout ratio is 59.98%.

Key Headlines Impacting International Business Machines

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

• Positive Sentiment: IBM previewed Apptio AI Value & ROI, a tool designed to track AI spending—including token costs—and connect it with business outcomes. The offering could help enterprises justify AI investments and strengthen IBM’s position in AI governance and FinOps software. IBM previews Apptio AI Value & ROI to track AI spend and results
• Positive Sentiment: IBM’s Maximo Application Suite as a Service received FedRAMP Moderate authorization, allowing U.S. federal agencies to use its cloud-based asset-management tools in regulated environments. The approval may expand IBM’s government-cloud opportunity and provide a credibility boost for its software business. IBM Secures FedRAMP Moderate Authorization For Maximo
• Neutral Sentiment: Recent commentary describes IBM as a high-risk, mixed setup: software growth is strong, but declining mainframe sales and the aftermath of the earnings-related selloff could limit the rebound. Investors are weighing whether the recovery reflects value or unresolved operational risk. IBM’s Post-Collapse Rebound: A Complex Risk Reward Profile
• Negative Sentiment: Hagens Berman, Bleichmar Fonti & Auld, and Pomerantz announced investigations related to IBM’s reported financial disclosures and the severe post-earnings decline. These announcements do not establish wrongdoing, but they add legal uncertainty, reputational risk and potential shareholder-claim exposure. IBM Securities Fraud Investigation is Ongoing Pomerantz IBM investor investigation
• Negative Sentiment: Kyndryl reported ongoing IBM-related revenue declines, underscoring potential headwinds in legacy infrastructure and services. That weakness contrasts with IBM’s software momentum and may reinforce concerns about the company’s transition away from older businesses. Kyndryl earnings call highlights

Analysts Set New Price Targets

IBM has been the topic of several analyst reports. Barclays cut their price target on shares of International Business Machines from $288.00 to $262.00 and set an “overweight” rating on the stock in a report on Thursday, July 23rd. DZ Bank raised shares of International Business Machines from a “hold” rating to a “buy” rating and set a $295.00 target price on the stock in a research report on Friday, April 24th. Needham & Company LLC initiated coverage on International Business Machines in a research note on Wednesday, June 3rd. They issued a “buy” rating on the stock. KeyCorp lowered International Business Machines to a “sector weight” rating in a report on Tuesday, June 23rd. Finally, Sanford C. Bernstein reaffirmed a “market perform” rating on shares of International Business Machines in a research report on Thursday, July 16th. Fifteen research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $265.40.

International Business Machines Company 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.