Public Employees Retirement System of Ohio Takes Position in International Business Machines Corporation $IBM

Public Employees Retirement System of Ohio acquired a new stake in shares of International Business Machines Corporation (NYSE:IBM) during the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm acquired 362,957 shares of the technology company’s stock, valued at approximately $102,067,000.

Several other hedge funds and other institutional investors have also bought and sold shares of the company. Basepoint Wealth LLC purchased a new position in shares of International Business Machines during the fourth quarter worth approximately $25,000. Portus Wealth Advisors LLC purchased a new stake in shares of International Business Machines in the 1st quarter valued at $26,000. Harborfront Financial Group LLC purchased a new stake in shares of International Business Machines in the 2nd quarter valued at $27,000. Cornerstone Financial Management LLC bought a new position in shares of International Business Machines during the 4th quarter valued at $28,000. Finally, Hara Capital LLC purchased a new position in International Business Machines in the 2nd quarter worth $28,000. Hedge funds and other institutional investors own 58.96% of the company’s stock.

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 value of $5,758,000.00. Following the completion of the transaction, the senior vice president directly 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 document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Company insiders own 0.27% of the company’s stock.

Analyst Upgrades and Downgrades

IBM has been the subject of several recent research reports. Craig Hallum started coverage on shares of International Business Machines in a research note on Wednesday, August 19th. They issued a “buy” rating for the company. Weiss Ratings cut International Business Machines from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Wednesday, June 24th. Citigroup lowered their target price on International Business Machines from $255.00 to $245.00 and set a “buy” rating for the company in a research note on Friday, July 24th. Roth Capital restated a “buy” rating on shares of International Business Machines in a research report on Wednesday, June 3rd. Finally, Royal Bank Of Canada reaffirmed an “outperform” rating and issued a $270.00 price target on shares of International Business Machines in a research note on Tuesday, July 21st. Sixteen investment 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. According to MarketBeat, International Business Machines has a consensus rating of “Moderate Buy” and an average target price 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 Trading Up 3.5%

NYSE IBM opened at $240.12 on Thursday. International Business Machines Corporation has a fifty-two week low of $199.19 and a fifty-two week high of $332.46. 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 50 day simple moving average of $238.89 and a two-hundred day simple moving average of $246.54. The stock has a market cap of $226.22 billion, a P/E 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 earnings results on Wednesday, July 22nd. The technology company reported $2.93 earnings per share (EPS) for the quarter, meeting the consensus estimate of $2.93. The firm had revenue of $17.16 billion for the quarter, compared to analysts’ expectations of $17.46 billion. International Business Machines had a return on equity of 35.65% and a net margin of 15.52%.The business’s revenue was up 1.1% compared to the same quarter last year. During the same period in the previous year, the firm earned $2.80 earnings per share. On average, analysts forecast that International Business Machines Corporation will post 12.33 earnings per share for the current year.

International Business Machines Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Monday, August 10th will be given a dividend of $1.69 per share. This represents a $6.76 dividend on an annualized basis and a yield of 2.8%. The ex-dividend date of this dividend is Monday, August 10th. International Business Machines’s payout ratio is presently 59.98%.

International Business Machines Company 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.