International Business Machines Corporation $IBM Shares Bought by Krilogy Financial LLC

Krilogy Financial LLC raised its stake in shares of International Business Machines Corporation (NYSE:IBM) by 38.9% in the second quarter, according to its most recent 13F filing with the SEC. The fund owned 7,752 shares of the technology company’s stock after buying an additional 2,171 shares during the period. Krilogy Financial LLC’s holdings in International Business Machines were worth $2,180,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also modified their holdings of IBM. Basepoint Wealth LLC purchased a new stake in International Business Machines in the 4th quarter worth approximately $25,000. Joseph Group Capital Management purchased a new position in shares of International Business Machines during the 4th quarter valued at approximately $28,000. Cornerstone Financial Management LLC purchased a new position in shares of International Business Machines during the 4th quarter valued at approximately $28,000. SWAN Capital LLC acquired a new position in shares of International Business Machines in the 3rd quarter valued at $28,000. Finally, Bare Financial Services Inc lifted its stake in shares of International Business Machines by 114.6% in the 2nd quarter. Bare Financial Services Inc now owns 103 shares of the technology company’s stock valued at $29,000 after purchasing an additional 55 shares during the period. Institutional investors and hedge funds own 58.96% of the company’s stock.

International Business Machines News Roundup

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

• Positive Sentiment: IBM unveiled a dual-architecture processor for future IBM Z and LinuxONE systems, developed with Arm. The chip is designed to run IBM and Arm instructions concurrently without emulation, allowing customers to use Arm-native applications alongside traditional mainframe workloads. The move could expand IBM’s addressable software ecosystem, support hybrid-cloud and AI workloads, and encourage future mainframe upgrades. IBM Unveils Next Generation Dual-Architecture Processor for IBM Z and LinuxONE
• Positive Sentiment: Commentary is framing the Arm integration as a potentially important AI and enterprise-computing catalyst. The processor is expected to broaden application choices for regulated customers that value IBM’s security and reliability but want access to modern Arm-based software. The commercial benefit is likely longer term because systems using the new design have not yet generated reported revenue. What Could IBM Gain From Its First Dual Architecture Mainframe Processor?
• Neutral Sentiment: IBM’s quantum-computing advances and role in post-quantum cybersecurity add to its long-term technology narrative. These opportunities could create future consulting, security and infrastructure demand, but current quantum commercialization remains uncertain and is not yet offsetting weaker hardware trends. IBM Just Hit a New Quantum Computing Milestone
• Neutral Sentiment: New AI-powered features for the 2026 US Open, including live updates, serve analysis and conversational fan tools, demonstrate IBM’s AI capabilities and support its sports-technology relationship with the USTA. The announcement is strategically positive but unlikely to materially affect near-term earnings. IBM and the USTA Introduce New AI-Powered Fan Experiences
• Negative Sentiment: Investor concerns remain focused on IBM’s modest revenue growth and sharply weaker mainframe sales. Recent coverage cites roughly 1% year-over-year revenue growth and a 42% decline in mainframe sales, reinforcing doubts about near-term results despite the new processor opportunity. A securities-law firm has also announced an investigation related to the Z product slowdown, adding headline and litigation risk, although no wrongdoing has been established. Investor Reminder Regarding IBM Z Product Slowdown Investigation

International Business Machines Stock Performance

IBM opened at $234.02 on Wednesday. The firm’s fifty day simple moving average is $245.71 and its two-hundred day simple moving average is $249.59. International Business Machines Corporation has a 52-week low of $199.19 and a 52-week high of $332.46. The company has a market cap of $220.47 billion, a price-to-earnings ratio of 20.76, a PEG ratio of 2.27 and a beta of 0.70. The company has a quick ratio of 0.74, a current ratio of 0.79 and a debt-to-equity ratio of 1.63.

International Business Machines (NYSE:IBM) last released its earnings results on Wednesday, July 22nd. The technology company reported $2.93 EPS for the quarter, hitting analysts’ consensus estimates 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 company’s quarterly revenue was up 1.1% on a year-over-year basis. During the same quarter in the previous year, the company earned $2.80 earnings per share. Equities 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 announced 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 annualized dividend and a dividend yield of 2.9%. The ex-dividend date is Monday, August 10th. International Business Machines’s dividend payout ratio (DPR) is 59.98%.

Analyst Upgrades and Downgrades

IBM has been the topic of several analyst reports. KeyCorp lowered shares of International Business Machines to a “sector weight” rating in a research report on Tuesday, June 23rd. Barclays lowered their target price 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. Robert W. Baird assumed coverage on International Business Machines in a research report on Tuesday, July 21st. They set a “neutral” rating and a $230.00 target price on the stock. Stifel Nicolaus cut their price target on International Business Machines from $290.00 to $235.00 and set a “buy” rating for the company in a research note on Monday, July 20th. Finally, Argus reduced their price target on International Business Machines from $360.00 to $280.00 and set a “buy” rating for the company in a report on Thursday, July 16th. Sixteen research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $265.40.

International Business Machines 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.