Magnolia Capital Advisors LLC Invests $1.01 Million in International Business Machines Corporation $IBM

Magnolia Capital Advisors LLC acquired a new stake in International Business Machines Corporation (NYSE:IBM) during the 2nd quarter, Holdings Channel.com reports. The firm acquired 3,590 shares of the technology company’s stock, valued at approximately $1,010,000.

A number of other institutional investors have also recently bought and sold shares of the business. Basepoint Wealth LLC bought a new stake in International Business Machines in the fourth quarter valued at about $25,000. Portus Wealth Advisors LLC bought a new position in International Business Machines during the first quarter worth about $26,000. Harborfront Financial Group LLC acquired a new position in shares of International Business Machines during the 2nd quarter worth about $27,000. Cornerstone Financial Management LLC acquired a new position in shares of International Business Machines during the 4th quarter worth about $28,000. Finally, Hara Capital LLC bought a new stake in shares of International Business Machines in the 2nd quarter valued at about $28,000. Institutional investors and hedge funds own 58.96% of the company’s stock.

International Business Machines Stock Performance

Shares of NYSE IBM opened at $240.12 on Thursday. The stock has a 50 day moving average price of $238.89 and a 200 day moving average price of $246.54. International Business Machines Corporation has a 52 week low of $199.19 and a 52 week high of $332.46. 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 has a market capitalization of $226.22 billion, a PE ratio of 21.31, a price-to-earnings-growth ratio of 2.21 and a beta of 0.71.

International Business Machines (NYSE:IBM) last released its 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. The business 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 revenue was up 1.1% on a year-over-year basis. During the same period last year, the business earned $2.80 earnings per share. Analysts predict that International Business Machines Corporation will post 12.33 earnings per share for the current fiscal year.

International Business Machines Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Monday, August 10th will be given a $1.69 dividend. This represents a $6.76 dividend on an annualized basis and a dividend yield of 2.8%. The ex-dividend date of this dividend is Monday, August 10th. International Business Machines’s dividend payout ratio (DPR) is presently 59.98%.

More International Business Machines News

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

• Positive Sentiment: Quantum-computing milestone: IBM, Cleveland Clinic and RIKEN advanced to the finals of the 2026 ACM Gordon Bell Prize after using quantum-centric supercomputing to model a 12,635-atom protein. The recognition supports IBM’s long-term positioning in quantum computing and life-sciences applications. Cleveland Clinic, RIKEN and IBM Team Advance to Finals for 2026 ACM Gordon Bell Prize
• Positive Sentiment: AI and open-source collaboration: LTM is working with IBM and Red Hat on Lightwell, an initiative focused on AI-driven remediation of open-source software. The partnership reinforces IBM’s hybrid-cloud, Red Hat and enterprise-AI ecosystem. LTM Collaborates with IBM and Red Hat on Lightwell
• Positive Sentiment: Institutional demand and contracts: Quiver reported that 1,936 institutional investors increased IBM positions in the latest quarter, versus 1,592 that reduced holdings. JPMorgan, Sixth Street Partners and Wellington made sizable additions. The data also showed approximately $1.1 billion in government award payments over the past year, providing support for IBM’s public-sector business. IBM Stock Data and Institutional Activity
• Neutral Sentiment: Analyst comparison: Zacks said Arista Networks currently has an edge over IBM because of stronger performance, rising estimates and AI-cloud growth, although IBM offers exposure to cloud and AI at a potentially more moderate valuation. Arista vs. IBM
• Negative Sentiment: Insider selling: IBM Senior Vice President Robert David Thomas sold 25,000 shares for an estimated $5.8 million. Quiver also reported that congressional IBM trading included more sales than purchases, though the signal is not directly tied to operating performance. IBM Insider and Congressional Trading Data

Insider Activity at International Business Machines

In other news, SVP Robert Thomas sold 25,000 shares of International Business Machines stock in a transaction that occurred on Wednesday, August 26th. The stock was sold at an average price of $230.32, for a total transaction of $5,758,000.00. Following the completion of the transaction, the senior vice president directly owned 47,800 shares in the company, valued at approximately $11,009,296. The trade was a 34.34% decrease in their position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this link. Corporate insiders own 0.27% of the company’s stock.

Wall Street Analyst Weigh In

Several research firms recently weighed in on IBM. Weiss Ratings lowered shares of International Business Machines from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Wednesday, June 24th. Robert W. Baird began coverage on shares of International Business Machines in a research note on Tuesday, July 21st. They issued a “neutral” rating and a $230.00 target price for the company. Needham & Company LLC assumed coverage on shares of International Business Machines in a report on Wednesday, June 3rd. They issued a “buy” rating on the stock. Wall Street Zen raised shares of International Business Machines from a “sell” rating to a “hold” rating in a research report on Saturday, August 29th. Finally, Stifel Nicolaus decreased their price target on shares of International Business Machines from $290.00 to $235.00 and set a “buy” rating for the company in a report on Monday, July 20th. Sixteen analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $265.90.

About International Business Machines

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.