UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC Increases Stock Position in International Business Machines Corporation $IBM

UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its position in International Business Machines Corporation (NYSE:IBM) by 0.7% during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 7,621,512 shares of the technology company’s stock after acquiring an additional 53,388 shares during the quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC’s holdings in International Business Machines were worth $2,143,245,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently modified their holdings of the company. Basepoint Wealth LLC bought a new position in International Business Machines during the 4th quarter valued at approximately $25,000. Cornerstone Financial Management LLC purchased a new stake in International Business Machines in the 4th quarter worth approximately $28,000. Harborfront Financial Group LLC bought a new stake in shares of International Business Machines in the 2nd quarter worth approximately $27,000. Hara Capital LLC purchased a new position in shares of International Business Machines during the second quarter valued at approximately $28,000. Finally, SWAN Capital LLC purchased a new position in shares of International Business Machines during the third quarter valued at approximately $28,000. 58.96% of the stock is owned by institutional investors.

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 transaction of $5,758,000.00. Following the completion of the sale, 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 legal filing with the SEC, which is available at this link. 0.27% of the stock is owned by corporate insiders.

International Business Machines Stock Up 3.9%

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

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 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 net margin of 15.52% and a return on equity of 35.65%. The business’s revenue for the quarter was up 1.1% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $2.80 EPS. As a group, sell-side analysts predict that International Business Machines Corporation will post 12.33 EPS for the current year.

International Business Machines Announces Dividend

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

Analyst Upgrades and Downgrades

Several research firms have recently commented on IBM. Wedbush set a $350.00 target price on shares of International Business Machines in a research report on Tuesday, June 2nd. The Goldman Sachs Group set a $270.00 target price on International Business Machines in a research note on Thursday, July 23rd. Susquehanna upped their price target on shares of International Business Machines from $225.00 to $235.00 and gave the stock a “neutral” rating in a research note on Monday, August 31st. Wall Street Zen downgraded shares of International Business Machines from a “hold” rating to a “sell” rating in a research report on Saturday. Finally, Craig Hallum began coverage on shares of International Business Machines in a report on Wednesday, August 19th. They issued a “buy” rating for the company. Sixteen analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $265.90.

Key Headlines Impacting 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

About International Business Machines

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.