International Business Machines Corporation $IBM Shares Bought by Cantor Fitzgerald Investment Advisors L.P.

Cantor Fitzgerald Investment Advisors L.P. boosted its stake in shares of International Business Machines Corporation (NYSE:IBM) by 93.1% in the third quarter, HoldingsChannel reports. The firm owned 80,802 shares of the technology company’s stock after purchasing an additional 38,962 shares during the quarter. International Business Machines makes up approximately 1.0% of Cantor Fitzgerald Investment Advisors L.P.’s holdings, making the stock its 28th largest holding. Cantor Fitzgerald Investment Advisors L.P.’s holdings in International Business Machines were worth $17,771,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in IBM. Harborfront Financial Group LLC bought a new position in International Business Machines in the 2nd quarter worth about $27,000. Hara Capital LLC acquired a new stake in International Business Machines in the second quarter worth about $28,000. Bare Financial Services Inc raised its position in shares of International Business Machines by 114.6% during the 2nd quarter. Bare Financial Services Inc now owns 103 shares of the technology company’s stock worth $29,000 after buying an additional 55 shares in the last quarter. Portus Wealth Advisors LLC acquired a new position in shares of International Business Machines during the first quarter valued at approximately $26,000. Finally, Caitlin John LLC acquired a new position in shares of International Business Machines during the 2nd quarter valued at $35,000. 58.96% of the stock is owned by institutional investors and hedge funds.

Insiders Place Their Bets

In related news, SVP Robert Thomas sold 25,000 shares of the business’s stock in a transaction that occurred on Wednesday, August 26th. The stock was 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 approximately $11,009,296. The trade was a 34.34% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 0.27% of the stock is currently owned by company insiders.

Wall Street Analyst Weigh In

A number of research firms recently issued reports on IBM. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $270.00 target price on shares of International Business Machines in a report on Tuesday. JPMorgan Chase & Co. cut their price target on shares of International Business Machines from $291.00 to $250.00 and set an “overweight” rating for the company in a report on Friday, July 17th. HSBC reduced their price objective on shares of International Business Machines from $175.00 to $174.00 in a research report on Friday, July 24th. Barclays lowered their price objective on shares of International Business Machines from $288.00 to $262.00 and set an “overweight” rating on the stock in a research note on Thursday, July 23rd. Finally, The Goldman Sachs Group set a $270.00 target price on shares of International Business Machines and gave the company a “buy” rating in a research note on Thursday, July 23rd. Nineteen equities research analysts have rated the stock with a Buy rating, twelve have given a Hold rating and two have assigned a Sell rating to the company. According to data from MarketBeat, International Business Machines has a consensus rating of “Moderate Buy” and a consensus price target of $254.96.

Trending Headlines about International Business Machines

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

• Positive Sentiment: Potential earnings beat: Bank of America expects IBM to modestly exceed third-quarter estimates, while maintaining its 2026 outlook. The bank reiterated a “buy” rating and $280 price target, citing higher-margin software growth, improving profitability and strong free cash flow. IBM poised for modest third-quarter beat, says Bank of America
• Positive Sentiment: Analyst support: Morgan Stanley raised its IBM price target from $190 to $238, although it retained an “equal weight” rating. Royal Bank of Canada also reaffirmed its “outperform” rating, providing additional support ahead of earnings.
• Positive Sentiment: Semiconductor research collaboration: IBM and Siemens are working together to advance IBM’s nanostack transistor architecture. Siemens will contribute electronic-design automation, process simulation and manufacturing expertise, potentially strengthening IBM’s long-term semiconductor and technology prospects. IBM and Siemens Collaborate on Research to Advance Nanostack Architecture
• Neutral Sentiment: AI governance demand: IBM reported that 80% of surveyed EMEA executives had escalated an AI-related incident to their board or C-suite. The findings highlight a growing need for AI governance, cybersecurity and compliance services, but also show that many organizations are not yet prepared for autonomous AI agents. IBM Study on AI Incidents and Governance
• Negative Sentiment: Dividend and balance-sheet concerns: IBM’s century-long record of annual dividend increases is being tested by token-sized raises, rising debt and concerns that shareholder payouts could compete with funding for AI investments. IBM Dividend and Debt Concerns
• Negative Sentiment: Cash-flow quality and execution risks: Analysts note that much of IBM’s first-half operating-cash-flow improvement came from movements in financing receivables rather than clearly sustainable growth. Investors also remain focused on competition, margin pressure and whether AI and hybrid-cloud expansion can justify IBM’s premium valuation.

International Business Machines Price Performance

IBM stock opened at $234.04 on Friday. International Business Machines Corporation has a one year low of $199.19 and a one year high of $332.46. The firm has a 50-day moving average of $232.08 and a two-hundred day moving average of $243.66. The company has a current ratio of 0.79, a quick ratio of 0.74 and a debt-to-equity ratio of 1.63. The firm has a market capitalization of $220.50 billion, a PE ratio of 20.77, a P/E/G ratio of 2.17 and a beta of 0.73.

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

International Business Machines Dividend Announcement

The business also recently announced a quarterly dividend, which was paid on Thursday, September 10th. Shareholders of record on Monday, August 10th were issued a dividend of $1.69 per share. This represents a $6.76 annualized dividend and a yield of 2.9%. The ex-dividend date was Monday, August 10th. International Business Machines’s dividend payout ratio (DPR) is 59.98%.

About International Business Machines

International Business Machines Corporation (NYSE:IBM), commonly known as IBM, is a global technology company that provides hybrid cloud, artificial intelligence, software, consulting and infrastructure solutions. Its offerings help businesses and government organizations manage data, modernize applications, automate processes and improve cybersecurity.

IBM’s portfolio includes the Red Hat hybrid cloud platform, the watsonx suite of artificial intelligence and data tools, consulting services, and enterprise software for areas such as automation, application management, security and asset management.