Redwood Investment Management LLC Takes Position in International Business Machines Corporation $IBM

Redwood Investment Management LLC purchased a new stake in International Business Machines Corporation (NYSE:IBM) in the second quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 5,671 shares of the technology company’s stock, valued at approximately $1,595,000.

Several other large investors also recently added to or reduced their stakes in the stock. Basepoint Wealth LLC bought a new stake in shares of International Business Machines in the 4th quarter valued at approximately $25,000. Portus Wealth Advisors LLC bought a new position in shares of International Business Machines during the 1st quarter valued at approximately $26,000. Harborfront Financial Group LLC bought a new position in shares of International Business Machines during the 2nd quarter valued at approximately $27,000. Cornerstone Financial Management LLC purchased a new stake in International Business Machines during the 4th quarter valued at $28,000. Finally, Hara Capital LLC bought a new stake in International Business Machines in the second quarter worth $28,000. 58.96% of the stock is owned by institutional investors.

International Business Machines Stock Performance

IBM stock opened at $240.12 on Thursday. International Business Machines Corporation has a twelve month low of $199.19 and a twelve month high of $332.46. The firm has a market cap of $226.22 billion, a price-to-earnings ratio of 21.31, a PEG ratio of 2.21 and a beta of 0.71. The business’s fifty day simple moving average is $238.89 and its two-hundred day simple moving average is $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.

International Business Machines (NYSE:IBM) last issued its earnings results on Wednesday, July 22nd. The technology company reported $2.93 earnings per share (EPS) for the quarter, meeting analysts’ consensus estimates of $2.93. The firm had revenue of $17.16 billion during the quarter, compared to analyst estimates of $17.46 billion. International Business Machines had a net margin of 15.52% and a return on equity of 35.65%. The business’s revenue was up 1.1% on a year-over-year basis. During the same period in the previous year, the firm earned $2.80 earnings per share. Analysts predict that International Business Machines Corporation will post 12.33 earnings per share for the current year.

International Business Machines Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Monday, August 10th will be given a $1.69 dividend. This represents a $6.76 annualized dividend and a yield of 2.8%. The ex-dividend date of this dividend is Monday, August 10th. International Business Machines’s payout ratio is 59.98%.

Wall Street Analyst Weigh In

Several research analysts have commented on IBM shares. Roth Capital reaffirmed a “buy” rating on shares of International Business Machines in a research note on Wednesday, June 3rd. Royal Bank Of Canada restated an “outperform” rating and issued a $270.00 target price on shares of International Business Machines in a report on Tuesday, July 21st. Bank of America lifted their price target on shares of International Business Machines from $315.00 to $330.00 and gave the stock a “buy” rating in a research note on Monday, July 6th. HSBC set a $175.00 price target on shares of International Business Machines and gave the company a “reduce” rating in a report on Thursday, July 16th. Finally, Craig Hallum initiated coverage on shares of International Business Machines in a research report on Wednesday, August 19th. They issued a “buy” rating on the stock. Sixteen analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus target price of $265.90.

Key Headlines Impacting International Business Machines

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 Transactions at International Business Machines

In other International Business Machines news, SVP Robert Thomas sold 25,000 shares of the company’s stock in a transaction dated Wednesday, August 26th. The shares were sold at an average price of $230.32, for a total value of $5,758,000.00. Following the transaction, the senior vice president directly owned 47,800 shares in the company, valued at $11,009,296. This represents a 34.34% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.27% of the stock is currently owned by company insiders.

International Business Machines Company 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.