Oregon Public Employees Retirement Fund Buys 8,558 Shares of International Business Machines Corporation $IBM

Oregon Public Employees Retirement Fund raised its stake in International Business Machines Corporation (NYSE:IBM) by 8.0% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 115,552 shares of the technology company’s stock after acquiring an additional 8,558 shares during the period. Oregon Public Employees Retirement Fund’s holdings in International Business Machines were worth $32,494,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Clear Point Advisors Inc. purchased a new position in shares of International Business Machines in the 2nd quarter worth about $221,000. Kovack Advisors Inc. grew its position in International Business Machines by 9.1% during the 2nd quarter. Kovack Advisors Inc. now owns 15,217 shares of the technology company’s stock valued at $4,351,000 after purchasing an additional 1,265 shares during the last quarter. Axxcess Wealth Management LLC increased its stake in International Business Machines by 17.8% during the 2nd quarter. Axxcess Wealth Management LLC now owns 52,210 shares of the technology company’s stock valued at $14,682,000 after purchasing an additional 7,902 shares in the last quarter. Argyle Capital Management LLC increased its stake in International Business Machines by 0.7% during the 2nd quarter. Argyle Capital Management LLC now owns 24,314 shares of the technology company’s stock valued at $6,837,000 after purchasing an additional 179 shares in the last quarter. Finally, Verity & Verity LLC raised its holdings in International Business Machines by 3.0% in the second quarter. Verity & Verity LLC now owns 69,451 shares of the technology company’s stock worth $19,530,000 after buying an additional 2,045 shares during the last quarter. 58.96% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

IBM has been the topic of several analyst reports. Royal Bank Of Canada reiterated an “outperform” rating and issued a $270.00 target price on shares of International Business Machines in a research note on Tuesday, July 21st. KeyCorp downgraded shares of International Business Machines to a “sector weight” rating in a research report on Tuesday, June 23rd. Needham & Company LLC started coverage on shares of International Business Machines in a report on Wednesday, June 3rd. They issued a “buy” rating for the company. The Goldman Sachs Group set a $270.00 price objective on International Business Machines in a research report on Thursday, July 23rd. Finally, Bank of America increased their target price on International Business Machines from $315.00 to $330.00 and gave the company a “buy” rating in a research note on Monday, July 6th. Sixteen research 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 MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $265.40.

International Business Machines Stock Performance

Shares of NYSE IBM opened at $238.55 on Friday. The firm’s 50-day moving average price is $244.85 and its 200-day moving average price is $248.74. 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 $224.75 billion, a PE ratio of 21.17, a PEG ratio of 2.26 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.

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

International Business Machines Dividend Announcement

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

Key Stories Impacting International Business Machines

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

• Positive Sentiment: IBM’s expanded collaboration with Arm Holdings supports its infrastructure ambitions. The companies introduced a dual-architecture mainframe processor capable of running IBM and Arm instructions on the same core, while Arm also cited substantial AI-chip demand. The development could strengthen IBM’s mainframe business and improve its positioning in AI workloads. Here Is How to Play IBM Stock After Its Arm and IBM Z Breakthrough
• Positive Sentiment: Broader enthusiasm for AI technology appears to be lifting IBM alongside its company-specific initiatives, including the OpenAI partnership for IBM Consulting Advantage. Investors are also revisiting IBM’s outlook for 4%–5% constant-currency revenue growth in 2026 and approximately $1 billion of year-over-year free-cash-flow growth. Why International Business Machines (IBM) Stock Is Up Today
• Positive Sentiment: IBM completed its acquisition of HRL Laboratories, adding expertise in quantum computing, sensing, advanced communications, materials and manufacturing. The transaction reinforces IBM’s long-term quantum and advanced-technology roadmap, though near-term financial benefits are uncertain. IBM Completes Acquisition of HRL Laboratories to Accelerate the Future of Quantum
• Neutral Sentiment: Analyst targets remain well above the current trading range, with Quiver reporting a six-month median target of $315. However, institutional positioning was mixed, with several large investors adding shares while others reduced holdings. Why International Business Machines (IBM) Stock Is Up Today
• Negative Sentiment: BTIG reportedly questioned the investment significance of IBM’s quantum milestone, tempering enthusiasm over the technology’s commercial potential and contributing to volatility. Separately, a law firm announced a securities-fraud investigation following IBM’s prior stock decline, creating an additional headline and litigation risk. IBM Stock Falls as BTIG Pours Cold Water on Quantum Computing Milestone

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.