Capstone Wealth Management Group Inc. Invests $621,000 in International Business Machines Corporation $IBM

Capstone Wealth Management Group Inc. bought a new position in shares of International Business Machines Corporation (NYSE:IBM) during the 2nd quarter, HoldingsChannel.com reports. The fund bought 2,208 shares of the technology company’s stock, valued at approximately $621,000.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Norges Bank purchased a new position in International Business Machines during the 4th quarter worth approximately $2,446,429,000. Capital World Investors lifted its stake in International Business Machines by 29.2% during the 4th quarter. Capital World Investors now owns 22,021,912 shares of the technology company’s stock valued at $6,523,720,000 after acquiring an additional 4,976,756 shares during the period. Ascentis Wealth Management LLC boosted its holdings in shares of International Business Machines by 27,169.6% in the 2nd quarter. Ascentis Wealth Management LLC now owns 3,224,635 shares of the technology company’s stock valued at $906,800,000 after acquiring an additional 3,212,810 shares during the last quarter. Price T Rowe Associates Inc. MD boosted its holdings in shares of International Business Machines by 83.4% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 5,617,117 shares of the technology company’s stock valued at $1,663,847,000 after acquiring an additional 2,553,552 shares during the last quarter. Finally, Corient Private Wealth LLC increased its stake in shares of International Business Machines by 359.6% in the fourth quarter. Corient Private Wealth LLC now owns 1,896,675 shares of the technology company’s stock worth $561,814,000 after acquiring an additional 1,484,026 shares during the period. Hedge funds and other institutional investors own 58.96% of the company’s stock.

Key International Business Machines News

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 Trading Up 1.3%

Shares of IBM stock opened at $234.02 on Wednesday. The company has a current ratio of 0.79, a quick ratio of 0.74 and a debt-to-equity ratio of 1.63. International Business Machines Corporation has a twelve month low of $199.19 and a twelve month high of $332.46. The company’s 50-day moving average price is $245.71 and its 200-day moving average price is $249.59. The stock 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.

International Business Machines (NYSE:IBM) last released its quarterly earnings data on Wednesday, July 22nd. The technology company reported $2.93 earnings per share (EPS) for the quarter, hitting the consensus estimate of $2.93. International Business Machines had a net margin of 15.52% and a return on equity of 35.65%. The firm had revenue of $17.16 billion during the quarter, compared to analysts’ expectations of $17.46 billion. During the same period last year, the business earned $2.80 earnings per share. International Business Machines’s revenue was up 1.1% compared to the same quarter last year. As a group, equities analysts predict that International Business Machines Corporation will post 12.33 earnings per share for the current year.

International Business Machines Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Monday, August 10th will be given a dividend of $1.69 per share. This represents a $6.76 annualized dividend and a dividend yield of 2.9%. The ex-dividend date of this dividend is Monday, August 10th. International Business Machines’s payout ratio is presently 59.98%.

Analysts Set New Price Targets

IBM has been the subject of a number of research reports. Stifel Nicolaus decreased their target price on shares of International Business Machines from $290.00 to $235.00 and set a “buy” rating for the company in a research report on Monday, July 20th. Sanford C. Bernstein reaffirmed a “market perform” rating on shares of International Business Machines in a research report on Thursday, July 16th. 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. Morgan Stanley lowered their target price on International Business Machines from $293.00 to $190.00 and set an “equal weight” rating on the stock in a research note on Thursday, July 23rd. Finally, Jefferies Financial Group dropped their target price on International Business Machines from $320.00 to $260.00 and set a “buy” rating on the stock in a report on Tuesday, July 21st. Sixteen research 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, the stock presently has an average rating of “Moderate Buy” and a consensus price target 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.