Veratis Advisors Inc. Makes New Investment in International Business Machines Corporation $IBM

Veratis Advisors Inc. acquired a new stake in International Business Machines Corporation (NYSE:IBM) during the second quarter, according to its most recent filing with the SEC. The firm acquired 2,194 shares of the technology company’s stock, valued at approximately $617,000. International Business Machines comprises approximately 0.4% of Veratis Advisors Inc.’s holdings, making the stock its 29th largest holding.

Several other hedge funds and other institutional investors also recently made changes to their positions in IBM. Basepoint Wealth LLC acquired a new position in shares of International Business Machines during the fourth quarter valued at $25,000. Portus Wealth Advisors LLC acquired a new stake in International Business Machines in the first quarter worth about $26,000. Harborfront Financial Group LLC bought a new stake in International Business Machines during the 2nd quarter worth about $27,000. Cornerstone Financial Management LLC bought a new stake in International Business Machines during the 4th quarter worth about $28,000. Finally, Hara Capital LLC acquired a new position in International Business Machines during the 2nd quarter valued at about $28,000. 58.96% of the stock is owned by institutional investors and hedge funds.

International Business Machines News Roundup

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

• Positive Sentiment: IBM, Cleveland Clinic and Japan’s RIKEN advanced to the finals for the 2026 ACM Gordon Bell Prize after using quantum and classical computing to model a 12,635-atom protein. The achievement highlights IBM’s potential in quantum-centric supercomputing and life-sciences research. Cleveland Clinic, RIKEN and IBM Team Advance to Finals for 2026 ACM Gordon Bell Prize
• Positive Sentiment: An Evercore ISI analyst argued that IBM’s quantum-computing initiatives are effectively being valued at little or nothing in the current stock price, suggesting potential upside if the technology advances commercially. Is IBM’s selloff an opportunity? Here’s one case for the beaten-down stock.
• Neutral Sentiment: IBM shares were reported slightly higher ahead of the latest session, but the update offered no new fundamental catalyst. A separate comparison of IBM and Applied Digital focused on financial metrics rather than a specific IBM business development. IBM stock heads into the open after a 0.08 percent gain
• Negative Sentiment: The main pressure remains concern over a slowdown in IBM Z product activity. The resulting selloff prompted a securities-law investigation announcement, reinforcing investor worries about demand and execution in IBM’s core infrastructure business. IBM Shares Fall Following IBM Z Product Slowdown
• Negative Sentiment: Evercore warned that capital moving into anticipated AI initial public offerings could lead investors to sell existing holdings, placing IBM among stocks vulnerable to portfolio rotation. Evercore Warns AI IPOs Could Pressure IBM

International Business Machines Stock Performance

Shares of IBM stock opened at $232.02 on Wednesday. The company has a debt-to-equity ratio of 1.63, a current ratio of 0.79 and a quick ratio of 0.74. The stock has a market cap of $218.59 billion, a PE ratio of 20.59, a price-to-earnings-growth ratio of 2.24 and a beta of 0.71. The stock has a 50-day moving average of $239.81 and a 200-day moving average of $246.65. International Business Machines Corporation has a one year low of $199.19 and a one year 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 earnings per share for the quarter, meeting analysts’ consensus estimates of $2.93. The business had revenue of $17.16 billion for the quarter, compared to the consensus estimate 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 for the quarter was up 1.1% on a year-over-year basis. During the same period last year, the company posted $2.80 EPS. As a group, sell-side analysts expect that International Business Machines Corporation will post 12.33 earnings per share for the current year.

International Business Machines Announces Dividend

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

Analyst Upgrades and Downgrades

Several research analysts have recently issued reports on IBM shares. The Goldman Sachs Group set a $270.00 target price on shares of International Business Machines in a research note on Thursday, July 23rd. Argus cut their price objective on shares of International Business Machines from $360.00 to $280.00 and set a “buy” rating on the stock in a report on Thursday, July 16th. Susquehanna raised their price objective on shares of International Business Machines from $225.00 to $235.00 and gave the company a “neutral” rating in a research note on Monday, August 31st. Craig Hallum started coverage on shares of International Business Machines in a report on Wednesday, August 19th. They set a “buy” rating for the company. Finally, BMO Capital Markets dropped their target price on shares of International Business Machines from $270.00 to $230.00 and set a “market perform” rating for the company in a research report on Thursday, July 23rd. Sixteen research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $265.90.

Insider Buying and Selling at International Business Machines

In other news, SVP Robert Thomas sold 25,000 shares of the business’s stock in a transaction on Wednesday, August 26th. The shares were sold at an average price of $230.32, for a total value of $5,758,000.00. Following the completion of the transaction, the senior vice president owned 47,800 shares of the company’s stock, valued at $11,009,296. The trade was a 34.34% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. 0.27% of the stock is currently owned by corporate insiders.

International Business Machines Profile

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.