International Business Machines Corporation $IBM Shares Bought by Northwestern Mutual Wealth Management Co.

Northwestern Mutual Wealth Management Co. raised its holdings in shares of International Business Machines Corporation (NYSE:IBM) by 11.8% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 230,347 shares of the technology company’s stock after purchasing an additional 24,265 shares during the period. Northwestern Mutual Wealth Management Co.’s holdings in International Business Machines were worth $64,776,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Basepoint Wealth LLC acquired a new position in International Business Machines during the 4th quarter valued at about $25,000. Cornerstone Financial Management LLC purchased a new stake in International Business Machines in the fourth quarter valued at about $28,000. Harborfront Financial Group LLC acquired a new stake in International Business Machines in the second quarter worth about $27,000. Hara Capital LLC acquired a new stake in International Business Machines in the second quarter worth about $28,000. Finally, SWAN Capital LLC purchased a new stake in shares of International Business Machines during the third quarter worth about $28,000. Hedge funds and other institutional investors own 58.96% of the company’s stock.

Insider Activity at International Business Machines

In other news, SVP Robert Thomas sold 25,000 shares of the company’s stock in a transaction on 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 sale, the senior vice president directly owned 47,800 shares of the company’s stock, valued at $11,009,296. This represents a 34.34% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. 0.27% of the stock is owned by company insiders.

International Business Machines Stock Up 3.9%

Shares of IBM stock opened at $243.14 on Friday. International Business Machines Corporation has a fifty-two week low of $199.19 and a fifty-two week high of $332.46. The firm has a market capitalization of $229.07 billion, a PE ratio of 21.57, a P/E/G ratio of 2.23 and a beta of 0.71. 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’s 50-day simple moving average is $236.88 and its 200-day simple moving average is $246.36.

International Business Machines (NYSE:IBM) last released its earnings results on Wednesday, July 22nd. The technology company reported $2.93 EPS for the quarter, hitting analysts’ consensus estimates 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 return on equity of 35.65% and a net margin of 15.52%.The company’s revenue was up 1.1% compared to the same quarter last year. During the same quarter in the previous year, the company posted $2.80 earnings per share. Equities analysts expect that International Business Machines Corporation will post 12.33 earnings per share for the current year.

International Business Machines Announces Dividend

The firm also recently disclosed 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 2.8%. The ex-dividend date was Monday, August 10th. International Business Machines’s payout ratio is presently 59.98%.

Analyst Upgrades and Downgrades

Several equities analysts have recently issued reports on IBM shares. Stifel Nicolaus cut their price objective on shares of International Business Machines from $290.00 to $235.00 and set a “buy” rating on the stock in a report on Monday, July 20th. Susquehanna lifted their target price on shares of International Business Machines from $225.00 to $235.00 and gave the stock a “neutral” rating in a research note on Monday, August 31st. JPMorgan Chase & Co. dropped their target price on shares of International Business Machines from $291.00 to $250.00 and set an “overweight” rating on the stock in a research report on Friday, July 17th. The Goldman Sachs Group set a $270.00 price target on shares of International Business Machines in a research note on Thursday, July 23rd. Finally, Piper Sandler raised shares of International Business Machines to an “overweight” rating in a report on Tuesday, June 23rd. Sixteen equities research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, International Business Machines presently has a consensus rating of “Moderate Buy” and a consensus target price of $265.90.

International Business Machines News Roundup

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

• Positive Sentiment: Lunar AI partnership with NASA: IBM and NASA released the open-source Lunar Foundation Model, trained on decades of lunar observation data. The model reportedly outperformed widely used mapping methods by up to 23% in identifying features such as ice deposits, craters and volcanic formations. The announcement strengthens IBM’s profile in scientific AI, although near-term revenue is likely limited. IBM and NASA Release Open-Source AI Model to Support Lunar Exploration
• Positive Sentiment: Swiss quantum-computing hub: IBM and Lockheed Martin are establishing a quantum innovation hub at ETH Zurich through Switzerland’s defense-offset program. The Swiss National Supercomputing Centre is expected to host the country’s first IBM Quantum System Two, powered by IBM’s Nighthawk r2 processor and integrated with the Alps supercomputer. The arrangement could provide IBM with a government-supported, multi-year deployment while expanding access to researchers and businesses. Research will focus on quantum sensing, navigation and advanced materials. IBM and Lockheed Martin Announce Swiss Quantum Innovation Hub
• Neutral Sentiment: Analyst coverage continues to frame IBM as a diversified way to gain exposure to enterprise AI, hybrid cloud and quantum computing. However, the announcements are primarily strategic and research-oriented, so their effect on revenue and earnings may take years to materialize.
• Negative Sentiment: IBM recently underperformed the broader market, while a shareholder-rights law firm announced an investigation tied to management’s prior preview of weak second-quarter 2026 results. The investigation is not an allegation of wrongdoing, but it adds headline and legal risk. IBM Shareholder Investigation

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.