International Business Machines Corporation $IBM Shares Bought by Paragon Private Wealth Management LLC

Paragon Private Wealth Management LLC raised its holdings in International Business Machines Corporation (NYSE:IBM) by 29.9% in the first quarter, HoldingsChannel reports. The institutional investor owned 11,781 shares of the technology company’s stock after acquiring an additional 2,713 shares during the quarter. International Business Machines makes up about 0.9% of Paragon Private Wealth Management LLC’s holdings, making the stock its 23rd largest holding. Paragon Private Wealth Management LLC’s holdings in International Business Machines were worth $2,855,000 as of its most recent filing with the SEC.

Several other institutional investors have also added to or reduced their stakes in IBM. Basepoint Wealth LLC purchased a new position in shares of International Business Machines in the 4th quarter valued at approximately $25,000. Family CFO Inc acquired a new stake in International Business Machines in the 4th quarter worth approximately $25,000. Joseph Group Capital Management purchased a new stake in International Business Machines during the 4th quarter worth approximately $28,000. Cornerstone Financial Management LLC acquired a new position in International Business Machines during the 4th quarter valued at approximately $28,000. Finally, SWAN Capital LLC acquired a new position in International Business Machines during the 3rd quarter valued at approximately $28,000. 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’s second-quarter results were viewed as better than the headline revenue miss suggested. Earnings per share matched the $2.93 consensus estimate, revenue increased 1.1% year over year, and investors noted encouraging trends in margins, cash generation and the company’s recurring software and consulting businesses. IBM Stock: 3 Reasons Q2 Earnings Weren’t as Bad as Investors Feared
• Positive Sentiment: A native Resecurity integration with IBM QRadar SIEM expands the platform’s threat-intelligence ecosystem. The development supports IBM’s positioning as a hub for AI-ready cybersecurity data and could benefit demand for automated defenses as AI-enabled attacks increase. Is IBM Quietly Turning QRadar Into the Core of Its AI Security Investment Story?
• Positive Sentiment: IBM’s latest data-breach report highlights a growing cybersecurity market: one in four malicious breaches is now AI-enabled, with average costs of about $6 million. Rising breach severity may strengthen the business case for IBM’s security and consulting offerings. IBM Study: One in Four Malicious Breaches are AI-Enabled
• Neutral Sentiment: IBM’s sale of nearly 1,000 blockchain patents to Circle monetizes non-core intellectual property and allows greater focus on AI and quantum computing, although it also underscores the company’s retreat from blockchain-related initiatives. Circle Acquires IBM’s Entire Blockchain Patent Portfolio
• Negative Sentiment: Analysts at Erste Group reduced their IBM EPS estimates modestly for fiscal 2026 and 2027. The revisions reinforce concerns that slowing growth, particularly in IBM Z, could limit earnings momentum.
• Negative Sentiment: Several law firms have announced investigations into potential securities-law violations tied to IBM’s disclosures about new business deals and the IBM Z outlook. These announcements are allegations, not findings, but add headline and litigation risk after the sharp selloff. IBM Securities Fraud Investigation

Analyst Upgrades and Downgrades

Several equities research analysts have recently commented on IBM shares. Morgan Stanley lowered their price objective on shares of International Business Machines from $293.00 to $190.00 and set an “equal weight” rating for the company in a research note on Thursday, July 23rd. HSBC set a $175.00 target price on International Business Machines and gave the stock a “reduce” rating in a research note on Thursday, July 16th. Robert W. Baird began coverage on International Business Machines in a research report on Tuesday, July 21st. They set a “neutral” rating and a $230.00 price target for the company. Royal Bank Of Canada reissued an “outperform” rating and issued a $270.00 price objective on shares of International Business Machines in a report on Tuesday, July 21st. Finally, Oppenheimer cut International Business Machines from an “outperform” rating to a “market perform” rating in a research note on Wednesday, July 15th. Fifteen research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $265.40.

International Business Machines Trading Down 0.4%

IBM stock opened at $226.64 on Thursday. International Business Machines Corporation has a 52-week low of $199.19 and a 52-week high of $332.46. 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 market cap of $213.52 billion, a P/E ratio of 20.11, a PEG ratio of 2.23 and a beta of 0.68. The company’s 50-day simple moving average is $262.92 and its 200-day simple moving average is $258.62.

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 the consensus estimate of $2.93. The firm had revenue of $17.16 billion during the quarter, compared to analyst estimates of $17.46 billion. International Business Machines had a return on equity of 35.65% and a net margin of 15.52%.International Business Machines’s revenue for the quarter was up 1.1% compared to the same quarter last year. During the same quarter in the previous year, the business earned $2.80 EPS. As a group, equities analysts forecast that International Business Machines Corporation will post 12.34 EPS for the current fiscal year.

International Business Machines Announces Dividend

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. The ex-dividend date is Monday, August 10th. This represents a $6.76 dividend on an annualized basis and a dividend yield of 3.0%. International Business Machines’s payout ratio is 59.98%.

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.