Jefferies Financial Group Inc. Takes $49.71 Million Position in International Business Machines Corporation $IBM

Jefferies Financial Group Inc. acquired a new position in International Business Machines Corporation (NYSE:IBM) during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund acquired 176,779 shares of the technology company’s stock, valued at approximately $49,712,000.

Several other large investors have also recently modified their holdings of IBM. BlackRock Inc. acquired a new stake in International Business Machines in the second quarter valued at approximately $21,586,659,000. Bank of America Corp DE purchased a new stake in shares of International Business Machines during the 2nd quarter valued at $4,214,868,000. Bank of New York Mellon Corp purchased a new stake in shares of International Business Machines during the 2nd quarter valued at $2,606,782,000. Norges Bank acquired a new stake in shares of International Business Machines in the 4th quarter worth $2,446,429,000. Finally, Legal & General Group Plc purchased a new position in International Business Machines during the 2nd quarter worth $1,874,733,000. Institutional investors own 58.96% of the company’s stock.

More International Business Machines News

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

• Positive Sentiment: Quantum-computing milestone: IBM, Cleveland Clinic and RIKEN advanced to the finals of the 2026 ACM Gordon Bell Prize after using quantum-centric supercomputing to model a 12,635-atom protein. The recognition supports IBM’s long-term positioning in quantum computing and life-sciences applications. Cleveland Clinic, RIKEN and IBM Team Advance to Finals for 2026 ACM Gordon Bell Prize
• Positive Sentiment: AI and open-source collaboration: LTM is working with IBM and Red Hat on Lightwell, an initiative focused on AI-driven remediation of open-source software. The partnership reinforces IBM’s hybrid-cloud, Red Hat and enterprise-AI ecosystem. LTM Collaborates with IBM and Red Hat on Lightwell
• Positive Sentiment: Institutional demand and contracts: Quiver reported that 1,936 institutional investors increased IBM positions in the latest quarter, versus 1,592 that reduced holdings. JPMorgan, Sixth Street Partners and Wellington made sizable additions. The data also showed approximately $1.1 billion in government award payments over the past year, providing support for IBM’s public-sector business. IBM Stock Data and Institutional Activity
• Neutral Sentiment: Analyst comparison: Zacks said Arista Networks currently has an edge over IBM because of stronger performance, rising estimates and AI-cloud growth, although IBM offers exposure to cloud and AI at a potentially more moderate valuation. Arista vs. IBM
• Negative Sentiment: Insider selling: IBM Senior Vice President Robert David Thomas sold 25,000 shares for an estimated $5.8 million. Quiver also reported that congressional IBM trading included more sales than purchases, though the signal is not directly tied to operating performance. IBM Insider and Congressional Trading Data

Analyst Ratings Changes

A number of research firms have commented on IBM. The Goldman Sachs Group set a $270.00 price target on International Business Machines in a research note on Thursday, July 23rd. JPMorgan Chase & Co. dropped their price target on International Business Machines from $291.00 to $250.00 and set an “overweight” rating on the stock in a research note on Friday, July 17th. Morgan Stanley cut their price objective on shares of International Business Machines from $293.00 to $190.00 and set an “equal weight” rating on the stock in a report on Thursday, July 23rd. Susquehanna increased 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 report on Monday, August 31st. Finally, Wolfe Research cut shares of International Business Machines to a “peer perform” rating in a research note on Tuesday, June 23rd. Sixteen analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, International Business Machines currently has an average rating of “Moderate Buy” and an average target price of $265.90.

International Business Machines Stock Performance

Shares of IBM stock opened at $240.12 on Thursday. The business has a fifty day moving average of $238.89 and a 200 day moving average of $246.54. International Business Machines Corporation has a 1 year low of $199.19 and a 1 year high of $332.46. 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 firm has a market capitalization of $226.22 billion, a price-to-earnings ratio of 21.31, a price-to-earnings-growth ratio of 2.21 and a beta of 0.71.

International Business Machines (NYSE:IBM) last posted 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 business had revenue of $17.16 billion for the quarter, compared to the consensus estimate of $17.46 billion. International Business Machines had a return on equity of 35.65% and a net margin of 15.52%.The company’s quarterly revenue 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, research 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. Investors 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 yield of 2.8%. International Business Machines’s dividend payout ratio is currently 59.98%.

Insider Buying and Selling

In related news, SVP Robert Thomas sold 25,000 shares of the 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 transaction, the senior vice president owned 47,800 shares in the company, valued at approximately $11,009,296. This represents a 34.34% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. 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.