Stonebridge Capital Management Inc. Invests $3.63 Million in International Business Machines Corporation $IBM

Stonebridge Capital Management Inc. acquired a new stake in shares of International Business Machines Corporation (NYSE:IBM) during the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 12,900 shares of the technology company’s stock, valued at approximately $3,628,000. International Business Machines accounts for 1.7% of Stonebridge Capital Management Inc.’s investment portfolio, making the stock its 20th largest position.

A number of other large investors have also modified their holdings of IBM. Basepoint Wealth LLC acquired a new stake in International Business Machines during the fourth quarter worth $25,000. Portus Wealth Advisors LLC acquired a new position in shares of International Business Machines in the 1st quarter valued at $26,000. Harborfront Financial Group LLC bought a new position in shares of International Business Machines during the 2nd quarter worth about $27,000. Cornerstone Financial Management LLC acquired a new stake in shares of International Business Machines during the 4th quarter valued at about $28,000. Finally, Hara Capital LLC bought a new stake in International Business Machines in the second quarter valued at about $28,000. 58.96% of the stock is currently owned by institutional investors and hedge funds.

International Business Machines Price Performance

NYSE:IBM opened at $240.12 on Thursday. The company has a quick ratio of 0.74, a current ratio of 0.79 and a debt-to-equity ratio of 1.63. The firm has a market cap of $226.22 billion, a PE ratio of 21.31, a price-to-earnings-growth ratio of 2.21 and a beta of 0.71. International Business Machines Corporation has a 12 month low of $199.19 and a 12 month high of $332.46. The company’s 50-day moving average price is $238.89 and its two-hundred day moving average price is $246.54.

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 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 quarterly revenue was up 1.1% compared to the same quarter last year. During the same quarter in the previous year, the company posted $2.80 earnings per share. On average, equities analysts anticipate that International Business Machines Corporation will post 12.33 EPS for the current fiscal year.

International Business Machines Announces Dividend

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

Analyst Upgrades and Downgrades

A number of research analysts have commented on IBM shares. Robert W. Baird assumed coverage on shares of International Business Machines in a research note on Tuesday, July 21st. They set a “neutral” rating and a $230.00 price target for the company. Jefferies Financial Group lowered their price objective on International Business Machines from $320.00 to $260.00 and set a “buy” rating on the stock in a research note on Tuesday, July 21st. Barclays dropped their target price on International Business Machines from $288.00 to $262.00 and set an “overweight” rating for the company in a report on Thursday, July 23rd. Roth Capital restated a “buy” rating on shares of International Business Machines in a research report on Wednesday, June 3rd. Finally, Argus decreased their price target on International Business Machines from $360.00 to $280.00 and set a “buy” rating on the stock in a research note on Thursday, July 16th. Sixteen equities 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 stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and a consensus target price of $265.90.

Insider Activity at International Business Machines

In other news, SVP Robert Thomas sold 25,000 shares of the firm’s stock in a transaction 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. This trade represents a 34.34% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Insiders own 0.27% of the company’s stock.

Trending Headlines about International Business Machines

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 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.