Van ECK Associates Corp Acquires 42,686 Shares of International Business Machines Corporation $IBM

Van ECK Associates Corp increased its holdings in shares of International Business Machines Corporation (NYSE:IBM) by 38.7% during the second quarter, Holdings Channel.com reports. The firm owned 152,995 shares of the technology company’s stock after buying an additional 42,686 shares during the period. Van ECK Associates Corp’s holdings in International Business Machines were worth $43,024,000 as of its most recent SEC filing.

Several other institutional investors also recently bought and sold shares of the business. BlackRock Inc. purchased a new stake in International Business Machines during the second quarter worth $21,586,659,000. Bank of America Corp DE purchased a new position in shares of International Business Machines in the 2nd quarter valued at $4,214,868,000. Bank of New York Mellon Corp bought a new position in shares of International Business Machines in the 2nd quarter worth $2,606,782,000. Norges Bank bought a new position in shares of International Business Machines in the 4th quarter worth $2,446,429,000. Finally, Legal & General Group Plc purchased a new stake in shares of International Business Machines during the 2nd quarter worth $1,874,733,000. 58.96% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In related news, SVP Robert Thomas sold 25,000 shares of International Business Machines stock in a transaction that occurred 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 sale, the senior vice president directly owned 47,800 shares in the company, valued at $11,009,296. This trade represents a 34.34% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. 0.27% of the stock is owned by company insiders.

Trending Headlines about International Business Machines

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

• Positive Sentiment: Lunar AI partnership with NASA: IBM and NASA released the open-source Lunar Foundation Model, trained on decades of lunar observation data. The model reportedly outperformed widely used mapping methods by up to 23% in identifying features such as ice deposits, craters and volcanic formations. The announcement strengthens IBM’s profile in scientific AI, although near-term revenue is likely limited. IBM and NASA Release Open-Source AI Model to Support Lunar Exploration
• Positive Sentiment: Swiss quantum-computing hub: IBM and Lockheed Martin are establishing a quantum innovation hub at ETH Zurich through Switzerland’s defense-offset program. The Swiss National Supercomputing Centre is expected to host the country’s first IBM Quantum System Two, powered by IBM’s Nighthawk r2 processor and integrated with the Alps supercomputer. The arrangement could provide IBM with a government-supported, multi-year deployment while expanding access to researchers and businesses. Research will focus on quantum sensing, navigation and advanced materials. IBM and Lockheed Martin Announce Swiss Quantum Innovation Hub
• Neutral Sentiment: Analyst coverage continues to frame IBM as a diversified way to gain exposure to enterprise AI, hybrid cloud and quantum computing. However, the announcements are primarily strategic and research-oriented, so their effect on revenue and earnings may take years to materialize.
• Negative Sentiment: IBM recently underperformed the broader market, while a shareholder-rights law firm announced an investigation tied to management’s prior preview of weak second-quarter 2026 results. The investigation is not an allegation of wrongdoing, but it adds headline and legal risk. IBM Shareholder Investigation

International Business Machines Stock Up 3.9%

Shares of IBM stock opened at $243.14 on Friday. The stock’s fifty day moving average price is $236.88 and its 200 day moving average price is $246.36. International Business Machines Corporation has a 1-year low of $199.19 and a 1-year high of $332.46. The company has a market cap of $229.07 billion, a price-to-earnings ratio of 21.57, a price-to-earnings-growth ratio of 2.23 and a beta of 0.71. The company has a debt-to-equity ratio of 1.63, a current ratio of 0.79 and a quick ratio of 0.74.

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

International Business Machines Announces Dividend

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

Wall Street Analysts Forecast Growth

A number of brokerages recently weighed in on IBM. Morgan Stanley dropped their price objective on International Business Machines from $293.00 to $190.00 and set an “equal weight” rating on the stock in a research report on Thursday, July 23rd. Wall Street Zen lowered shares of International Business Machines from a “hold” rating to a “sell” rating in a research report on Saturday. Sanford C. Bernstein restated a “market perform” rating on shares of International Business Machines in a report on Thursday, July 16th. Piper Sandler raised shares of International Business Machines to an “overweight” rating in a research report on Tuesday, June 23rd. Finally, Citigroup reduced their price objective on shares of International Business Machines from $255.00 to $245.00 and set a “buy” rating for the company in a research note on Friday, July 24th. Sixteen investment analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, International Business Machines currently has a consensus rating of “Moderate Buy” and a consensus target price of $265.90.

International Business Machines Company 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.