RTD Financial Advisors Inc. Boosts Position in International Business Machines Corporation $IBM

RTD Financial Advisors Inc. boosted its stake in shares of International Business Machines Corporation (NYSE:IBM) by 590.2% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,633 shares of the technology company’s stock after buying an additional 5,672 shares during the quarter. International Business Machines makes up 0.2% of RTD Financial Advisors Inc.’s portfolio, making the stock its 20th largest position. RTD Financial Advisors Inc.’s holdings in International Business Machines were worth $1,865,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds have also added to or reduced their stakes in the company. Vanguard Group Inc. raised its stake in shares of International Business Machines by 1.5% during the fourth quarter. Vanguard Group Inc. now owns 97,216,131 shares of the technology company’s stock valued at $28,796,390,000 after acquiring an additional 1,439,824 shares in the last quarter. State Street Corp grew its stake in International Business Machines by 1.0% in the fourth quarter. State Street Corp now owns 54,996,293 shares of the technology company’s stock worth $16,290,452,000 after purchasing an additional 518,321 shares in the last quarter. Geode Capital Management LLC grew its stake in International Business Machines by 1.5% in the fourth quarter. Geode Capital Management LLC now owns 22,605,083 shares of the technology company’s stock worth $6,679,105,000 after purchasing an additional 336,069 shares in the last quarter. Capital World Investors increased its holdings in International Business Machines by 29.2% during the 4th quarter. Capital World Investors now owns 22,021,912 shares of the technology company’s stock worth $6,523,720,000 after purchasing an additional 4,976,756 shares during the period. Finally, Bank of America Corp DE raised its position in International Business Machines by 7.0% during the 1st quarter. Bank of America Corp DE now owns 16,063,653 shares of the technology company’s stock valued at $3,893,669,000 after purchasing an additional 1,049,602 shares in the last quarter. 58.96% of the stock is currently owned by institutional investors.

Key International Business Machines News

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

• Positive Sentiment: IBM signed a multiyear, $240 million agreement with Together AI to build a large-scale AI inference cluster on IBM Cloud using NVIDIA HGX B300 systems and Spectrum-X networking. The platform is expected to be available in the first quarter of 2027 and could strengthen IBM’s position in enterprise AI and the emerging “neocloud” market. Together AI said demand is strong enough that the capacity could sell out before launch. IBM, Together AI ink $240 million deal for Nvidia-powered AI inference cluster
• Positive Sentiment: TD SYNNEX is expanding IBM distribution into 20 additional countries across Europe, Asia-Pacific and Latin America. The broader partner channel may improve IBM’s global reach and support sales of its infrastructure, software and services. TD SYNNEX Expands IBM Distribution to Accelerate Partner-Led Growth Worldwide
• Neutral Sentiment: IBM’s chief executive indicated that quantum computing could begin making a measurable contribution to revenue and earnings later in the decade. The opportunity supports IBM’s long-term technology narrative, but the delayed financial impact limits its importance to current results. This is when IBM’s CEO says quantum computing could start to have a measurable impact on its bottom line
• Negative Sentiment: Commentary remains cautious about whether IBM’s AI investments will generate sufficient returns. The $240 million contract is strategically significant, but analysts and investors may view it as modest relative to the capital being committed across the AI industry and IBM’s overall revenue base. IBM Landed A $240M AI Deal. Is That Enough?
• Negative Sentiment: Two securities law firms announced investigations tied to the reported 25% selloff following management’s preview of weak second-quarter 2026 results. These announcements do not establish wrongdoing, but they add reputational and potential litigation overhang after the sharp decline. IBM $68 Billion Wipeout Amid Z Shortfall Triggers Investigation
• Negative Sentiment: IBM also completed a roughly CAD 997 million bond offering carrying a 4.75% coupon and maturing in 2034. The financing supports liquidity, but adds to leverage and interest expense concerns at a time when investors are focused on improving organic growth.

Wall Street Analyst Weigh In

IBM has been the subject of several research reports. KeyCorp cut International Business Machines to a “sector weight” rating in a report on Tuesday, June 23rd. HSBC set a $175.00 price target on International Business Machines and gave the company a “reduce” rating in a research note on Thursday, July 16th. Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $270.00 price objective on shares of International Business Machines in a research note on Tuesday, July 21st. Robert W. Baird began coverage on shares of International Business Machines in a report on Tuesday, July 21st. They set a “neutral” rating and a $230.00 target price on the stock. Finally, Stifel Nicolaus cut their target price on shares of International Business Machines from $290.00 to $235.00 and set a “buy” rating on the stock in a research report on Monday, July 20th. Fifteen research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat.com, International Business Machines presently has a consensus rating of “Moderate Buy” and a consensus price target of $265.40.

International Business Machines Stock Down 1.0%

NYSE:IBM opened at $235.96 on Thursday. The company’s 50-day simple moving average is $253.69 and its 200-day simple moving average is $253.72. 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 fifty-two week low of $199.19 and a fifty-two week high of $332.46. The stock has a market capitalization of $222.30 billion, a P/E ratio of 20.94, a P/E/G ratio of 2.34 and a beta of 0.70.

International Business Machines (NYSE:IBM) last posted its 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 net margin of 15.52% and a return on equity of 35.65%. International Business Machines’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 company posted $2.80 earnings per share. On average, equities analysts anticipate that International Business Machines Corporation will post 12.33 earnings per share for the current fiscal year.

International Business Machines Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Stockholders of record on Monday, August 10th will be given a dividend of $1.69 per share. The ex-dividend date of this dividend is Monday, August 10th. This represents a $6.76 dividend on an annualized basis and a dividend yield of 2.9%. International Business Machines’s dividend payout ratio is presently 59.98%.

International Business Machines Company Profile

International Business Machines Corporation (IBM) is a global technology and consulting company headquartered in Armonk, New York. Founded in 1911 as the Computing-Tabulating-Recording Company (CTR) and renamed IBM in 1924, the company has evolved from early electromechanical machines to a diversified technology provider serving enterprises and governments worldwide. IBM is publicly traded on the New York Stock Exchange under the ticker symbol IBM.

IBM’s principal businesses encompass cloud computing and software, infrastructure and systems, consulting and technology services, and research and development.