Proficio Capital Partners LLC Invests $4.15 Million in International Business Machines Corporation $IBM

Proficio Capital Partners LLC acquired a new stake in International Business Machines Corporation (NYSE:IBM) during the second quarter, according to its most recent disclosure with the SEC. The institutional investor acquired 14,758 shares of the technology company’s stock, valued at approximately $4,150,000.

Other large investors also recently modified their holdings of the company. Basepoint Wealth LLC bought a new stake in International Business Machines during the fourth quarter valued at $25,000. Cornerstone Financial Management LLC acquired a new stake in International Business Machines during the 4th quarter worth about $28,000. Harborfront Financial Group LLC bought a new position in shares of International Business Machines in the 2nd quarter worth about $27,000. Hara Capital LLC bought a new position in shares of International Business Machines in the 2nd quarter worth about $28,000. Finally, SWAN Capital LLC acquired a new position in shares of International Business Machines in the 3rd quarter valued at about $28,000. 58.96% of the stock is currently owned by institutional investors and hedge funds.

International Business Machines Stock Up 3.5%

Shares of NYSE:IBM opened at $240.12 on Thursday. The business’s 50 day simple moving average is $238.89 and its two-hundred day simple moving average is $246.54. The firm has a market cap of $226.22 billion, a P/E ratio of 21.31, a PEG ratio of 2.21 and a beta of 0.71. The company has a debt-to-equity ratio of 1.63, a quick ratio of 0.74 and a current ratio of 0.79. International Business Machines Corporation has a 52-week low of $199.19 and a 52-week high of $332.46.

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

International Business Machines Announces Dividend

The firm also recently declared 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 of this dividend is 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%.

Insider Buying and Selling

In other International Business Machines news, SVP Robert Thomas sold 25,000 shares of the company’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 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 ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this hyperlink. Company insiders own 0.27% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities research analysts recently commented on the company. The Goldman Sachs Group set a $270.00 target price on International Business Machines in a research report on Thursday, July 23rd. Craig Hallum began coverage on International Business Machines in a research note on Wednesday, August 19th. They issued a “buy” rating on the stock. Royal Bank Of Canada restated an “outperform” rating and set a $270.00 price target on shares of International Business Machines in a report on Tuesday, July 21st. KeyCorp downgraded shares of International Business Machines to a “sector weight” rating in a research report on Tuesday, June 23rd. Finally, Needham & Company LLC initiated coverage on shares of International Business Machines in a research report on Wednesday, June 3rd. They set a “buy” rating for the company. Sixteen research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $265.90.

International Business Machines News Summary

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

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.