International Business Machines Corporation $IBM Shares Bought by Marshall Financial Group LLC

Marshall Financial Group LLC grew its position in International Business Machines Corporation (NYSE:IBM) by 842.0% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 9,156 shares of the technology company’s stock after acquiring an additional 8,184 shares during the quarter. Marshall Financial Group LLC’s holdings in International Business Machines were worth $2,575,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors and hedge funds have also made changes to their positions in IBM. Basepoint Wealth LLC acquired a new position in International Business Machines in the fourth quarter worth $25,000. Portus Wealth Advisors LLC acquired a new stake in shares of International Business Machines during the first quarter worth $26,000. Joseph Group Capital Management bought a new position in shares of International Business Machines in the 4th quarter worth about $28,000. Cornerstone Financial Management LLC bought a new position in shares of International Business Machines in the 4th quarter worth about $28,000. Finally, SWAN Capital LLC acquired a new position in shares of International Business Machines in the 3rd quarter valued at about $28,000. 58.96% of the stock is owned by institutional investors and hedge funds.

International Business Machines Trading Up 1.7%

International Business Machines stock opened at $232.74 on Wednesday. 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 firm has a 50-day moving average price of $249.44 and a two-hundred day moving average price of $252.00. The firm has a market capitalization of $219.27 billion, a price-to-earnings ratio of 20.65, a PEG ratio of 2.30 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 announced its quarterly earnings results on Wednesday, July 22nd. The technology company reported $2.93 EPS for the quarter, meeting the consensus estimate of $2.93. The company had revenue of $17.16 billion for 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%. International Business Machines’s revenue was up 1.1% compared to the same quarter last year. During the same quarter last year, the business earned $2.80 earnings per share. Sell-side analysts expect that International Business Machines Corporation will post 12.33 earnings per share for the current year.

International Business Machines Dividend Announcement

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

Key Headlines Impacting International Business Machines

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

• Positive Sentiment: Maximo gains credibility with enterprise customers. New Verdantix research commissioned by Cohesive found that IBM Maximo users demonstrate higher maintenance maturity than industry peers, supporting demand for IBM’s asset-management and industrial software offerings. New Verdantix Research Finds IBM Maximo Users Demonstrate Higher Maintenance Maturity Than Industry Peers
• Positive Sentiment: Government and distribution expansion broaden IBM’s software opportunity. Maximo Government SaaS received FedRAMP Moderate authorization, potentially making it easier for U.S. agencies to adopt the platform. Separately, Arrow Electronics expanded its IBM distribution agreement to seven additional European countries. IBM Secures FedRAMP Moderate Authorization For Maximo Government SaaS Arrow Electronics adds seven countries to distribution coverage with IBM
• Positive Sentiment: AI remains a potential growth driver. Coverage highlights IBM’s positioning in the enterprise AI race, while industry research forecasts rapid expansion in agentic AI spending. IBM’s software and consulting exposure could benefit if companies increase spending on AI automation and workflow tools. IBM Makes Surprise Move in Nvidia AI Race
• Neutral Sentiment: Investor positioning is mixed. Quiver data showed more institutions added IBM shares than reduced positions in the latest quarter, and two company insiders made purchases. Analysts’ reported median price target of $310 is well above the recent trading range, although these signals are not guarantees of future performance.
• Negative Sentiment: Mainframe weakness is weighing on sentiment. Recent analysis points to a poor IBM Z/mainframe quarter, with investors concerned that product-cycle headwinds could offset software gains. The company’s latest reported revenue also came in below consensus despite earnings meeting expectations. IBM: Big Blue Sees Red Hat; Mainframe Headwinds, Software Tailwinds
• Negative Sentiment: A securities-fraud investigation adds risk. Bleichmar Fonti & Auld announced an investigation related to the IBM Z slowdown and the stock’s prior decline. The announcement is an allegation and does not establish wrongdoing, but it adds uncertainty and may pressure the shares. IBM Securities Fraud Investigation Initiated After IBM Z Product Slowdown and 25% Stock Drop

Analyst Ratings Changes

Several equities research analysts recently weighed in on the stock. JPMorgan Chase & Co. dropped their price objective on shares of International Business Machines from $291.00 to $250.00 and set an “overweight” rating on the stock in a research note on Friday, July 17th. Sanford C. Bernstein restated a “market perform” rating on shares of International Business Machines in a research note on Thursday, July 16th. Susquehanna dropped their price target on International Business Machines from $303.00 to $225.00 and set a “neutral” rating on the stock in a research report on Friday, July 24th. Stifel Nicolaus cut their price target on International Business Machines from $290.00 to $235.00 and set a “buy” rating on the stock in a report on Monday, July 20th. Finally, The Goldman Sachs Group set a $270.00 price objective on International Business Machines in a research report on Thursday, July 23rd. Fifteen 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. Based on data from MarketBeat, International Business Machines currently has a consensus rating of “Moderate Buy” and a consensus 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.