Vertrix Wealth Management LLC Reduces Stock Holdings in International Business Machines Corporation $IBM

Vertrix Wealth Management LLC trimmed its position in shares of International Business Machines Corporation (NYSE:IBM) by 14.1% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 13,194 shares of the technology company’s stock after selling 2,173 shares during the period. Vertrix Wealth Management LLC’s holdings in International Business Machines were worth $3,710,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other large investors have also bought and sold shares of the company. Allied Private Wealth LLC bought a new stake in shares of International Business Machines in the second quarter valued at $278,000. Aletheian Wealth Advisors LLC bought a new position in shares of International Business Machines during the 2nd quarter worth $223,000. Jacobs & Co. CA grew its stake in shares of International Business Machines by 0.5% during the 2nd quarter. Jacobs & Co. CA now owns 64,514 shares of the technology company’s stock worth $18,142,000 after acquiring an additional 299 shares during the period. Sax Wealth Advisors LLC increased its holdings in International Business Machines by 24.9% in the 2nd quarter. Sax Wealth Advisors LLC now owns 8,550 shares of the technology company’s stock worth $2,404,000 after acquiring an additional 1,702 shares during the last quarter. Finally, Everpar Advisors LLC raised its stake in International Business Machines by 9.7% in the 2nd quarter. Everpar Advisors LLC now owns 2,566 shares of the technology company’s stock valued at $722,000 after acquiring an additional 227 shares during the period. 58.96% of the stock is owned by hedge funds and other institutional investors.

International Business Machines News Summary

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

International Business Machines Stock Down 0.1%

Shares of NYSE IBM opened at $237.08 on Monday. The company has a quick ratio of 0.74, a current ratio of 0.79 and a debt-to-equity ratio of 1.63. The company has a market cap of $223.36 billion, a P/E ratio of 21.04, a P/E/G ratio of 2.33 and a beta of 0.70. International Business Machines Corporation has a 52 week low of $199.19 and a 52 week high of $332.46. The business has a 50-day simple moving average of $258.59 and a two-hundred day simple moving average of $254.94.

International Business Machines (NYSE:IBM) last announced its quarterly earnings results on Wednesday, July 22nd. The technology company reported $2.93 earnings per share 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 firm had revenue of $17.16 billion for the quarter, compared to analysts’ expectations of $17.46 billion. During the same period in the prior year, the business posted $2.80 earnings per share. The company’s revenue was up 1.1% on a year-over-year basis. Research analysts anticipate that International Business Machines Corporation will post 12.33 earnings per share for the current fiscal year.

International Business Machines Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Monday, August 10th will be paid a dividend of $1.69 per share. The ex-dividend date of this dividend is Monday, August 10th. This represents a $6.76 annualized dividend and a yield of 2.9%. International Business Machines’s payout ratio is currently 59.98%.

Wall Street Analyst Weigh In

Several equities research analysts have commented on IBM shares. Bank of America upped their price objective on shares of International Business Machines from $315.00 to $330.00 and gave the company a “buy” rating in a report on Monday, July 6th. KeyCorp downgraded shares of International Business Machines to a “sector weight” rating in a research note on Tuesday, June 23rd. Roth Capital reissued a “buy” rating on shares of International Business Machines in a research report on Wednesday, June 3rd. Barclays dropped 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 research note on Thursday, July 23rd. Finally, Argus cut their price objective on shares of International Business Machines from $360.00 to $280.00 and set a “buy” rating for the company in a report on Thursday, July 16th. Fifteen equities research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, International Business Machines currently has a consensus rating of “Moderate Buy” and an average 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.