Vertrix Wealth Management LLC Makes New $3.73 Million Investment in International Business Machines Corporation $IBM

Vertrix Wealth Management LLC acquired a new stake in International Business Machines Corporation (NYSE:IBM) during the 1st quarter, according to its most recent filing with the Securities & Exchange Commission. The fund acquired 15,367 shares of the technology company’s stock, valued at approximately $3,725,000.

Several other large investors also recently modified their holdings of IBM. VIRGINIA RETIREMENT SYSTEMS ET Al increased its stake in shares of International Business Machines by 424.6% during the fourth quarter. VIRGINIA RETIREMENT SYSTEMS ET Al now owns 260,740 shares of the technology company’s stock worth $77,234,000 after purchasing an additional 211,040 shares during the period. GLOBALT Investments LLC GA grew its holdings in International Business Machines by 19.1% in the 4th quarter. GLOBALT Investments LLC GA now owns 18,288 shares of the technology company’s stock valued at $5,417,000 after buying an additional 2,930 shares in the last quarter. Newbridge Financial Services Group Inc. increased its position in International Business Machines by 30.0% during the 4th quarter. Newbridge Financial Services Group Inc. now owns 13,122 shares of the technology company’s stock worth $3,887,000 after buying an additional 3,029 shares during the period. Rice Partnership LLC bought a new position in International Business Machines during the 4th quarter worth $3,317,000. Finally, Sage Investment Advisers LLC acquired a new stake in shares of International Business Machines during the fourth quarter worth $4,101,000. 58.96% of the stock is owned by institutional investors.

International Business Machines Price Performance

IBM stock opened at $286.16 on Thursday. The company’s 50-day moving average price is $255.59 and its two-hundred day moving average price is $266.34. The firm has a market cap of $268.96 billion, a P/E ratio of 25.30, a P/E/G ratio of 2.91 and a beta of 0.68. The company has a quick ratio of 0.76, a current ratio of 0.80 and a debt-to-equity ratio of 1.75. International Business Machines Corporation has a 12 month low of $212.34 and a 12 month high of $332.46.

International Business Machines (NYSE:IBM) last issued its quarterly earnings results on Wednesday, April 22nd. The technology company reported $1.91 earnings per share for the quarter, topping analysts’ consensus estimates of $1.81 by $0.10. The company had revenue of $15.92 billion during the quarter, compared to the consensus estimate of $15.60 billion. International Business Machines had a net margin of 15.61% and a return on equity of 37.23%. The firm’s quarterly revenue was up 9.5% on a year-over-year basis. During the same quarter in the prior year, the firm posted $1.60 EPS. On average, analysts anticipate that International Business Machines Corporation will post 12.4 earnings per share for the current fiscal year.

International Business Machines Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Wednesday, June 10th. Investors of record on Friday, May 8th were given a dividend of $1.69 per share. The ex-dividend date was Friday, May 8th. This represents a $6.76 annualized dividend and a dividend yield of 2.4%. This is an increase from International Business Machines’s previous quarterly dividend of $1.68. International Business Machines’s dividend payout ratio is currently 59.77%.

Analyst Upgrades and Downgrades

IBM has been the topic of several research reports. DZ Bank upgraded shares of International Business Machines from a “hold” rating to a “buy” rating and set a $295.00 price target on the stock in a research note on Friday, April 24th. Piper Sandler raised shares of International Business Machines to an “overweight” rating in a report on Tuesday, June 23rd. Royal Bank Of Canada restated an “outperform” rating on shares of International Business Machines in a research report on Tuesday, June 23rd. HSBC raised shares of International Business Machines from a “reduce” rating to a “hold” rating and raised their target price for the stock from $218.00 to $231.00 in a report on Tuesday, April 28th. Finally, Morgan Stanley upgraded International Business Machines from an “equal weight” rating to an “overweight” rating in a research note on Tuesday, June 23rd. One equities research analyst has rated the stock with a Strong Buy rating, sixteen have given a Buy rating and nine have given a Hold rating to the stock. Based on data from MarketBeat, International Business Machines currently has a consensus rating of “Moderate Buy” and an average target price of $306.76.

International Business Machines News Roundup

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

• Positive Sentiment: IBM appointed Stagwell as its lead creative partner to refresh its global brand and campaign strategy, a move tied to IBM’s push around AI, hybrid cloud, and quantum offerings. IBM (IBM) Picks Stagwell To Rework Its Global Brand Playbook
• Positive Sentiment: IBM continues to draw investor attention after unveiling its 0.7-nanometer “nanostack” chip breakthrough, reinforcing the company’s position in next-generation computing infrastructure. International Business Machines (IBM) Is Up 10.2% After Unveiling 0.7 nm Nanostack Chip Breakthrough
• Positive Sentiment: Analysts and commentary pieces continue to highlight IBM as a potential earnings beat candidate, pointing to its history of topping estimates and supporting expectations for the upcoming quarter. Will IBM (IBM) Beat Estimates Again in Its Next Earnings Report?
• Positive Sentiment: IBM is also being mentioned as a beneficiary of growing enterprise AI demand and broader interest in quantum computing, which could support long-term revenue growth. IBM (IBM) Stock Gains Momentum on Quantum Computing Edge and Growing AI Demand
• Neutral Sentiment: IBM was referenced in a report about companies rehiring workers after AI-driven layoffs proved less effective than expected; this is more of a broader industry note than a direct IBM-specific catalyst. Companies rehire workers laid off for AI as automation falls short
• Neutral Sentiment: IBM is also mentioned in coverage around climate risk management market growth and a rival stablecoin network, but these items appear secondary and less likely to move the stock on their own. Climate Risk Management Market to Surge from $8.59B in 2026 to $19.08B by 2031 Circle Stock Sinks After Visa, Others Announce Rival Stablecoin Network
• Negative Sentiment: One commentary piece noted IBM is down significantly from earlier levels, suggesting some investors still see valuation or momentum risks despite the recent rebound. IBM, Verizon, Corning And A Health Care Stock On CNBC’s ‘Final Trades’

About International Business Machines

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.