International Business Machines Corporation $IBM Shares Acquired by Van Den Berg Management I Inc.

by · The Markets Daily

Van Den Berg Management I Inc. increased its position in shares of International Business Machines Corporation (NYSE:IBM – Free Report) by 7.5% during the 2nd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 39,723 shares of the technology company’s stock after buying an additional 2,781 shares during the period. International Business Machines comprises approximately 2.4% of Van Den Berg Management I Inc.’s holdings, making the stock its 14th biggest holding. Van Den Berg Management I Inc.’s holdings in International Business Machines were worth $11,171,000 at the end of the most recent quarter.

A number of other institutional investors have also recently added to or reduced their stakes in the company. BlackRock Inc. acquired a new stake in shares of International Business Machines during the second quarter valued at about $21,586,659,000. State Street Corp lifted its stake in shares of 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 acquiring an additional 518,321 shares in the last quarter. Geode Capital Management LLC lifted its stake in shares of 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 acquiring an additional 336,069 shares in the last quarter. Capital World Investors boosted its holdings in International Business Machines by 29.2% in the fourth quarter. Capital World Investors now owns 22,021,912 shares of the technology company’s stock valued at $6,523,720,000 after purchasing an additional 4,976,756 shares during the last quarter. Finally, Bank of America Corp DE grew its stake 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. Institutional investors and hedge funds own 58.96% of the company’s stock.

Key Headlines Impacting International Business Machines

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

  • Positive Sentiment: Lunar AI partnership with NASA: IBM and NASA released the open-source Lunar Foundation Model, trained on decades of lunar observation data. The model reportedly outperformed widely used mapping methods by up to 23% in identifying features such as ice deposits, craters and volcanic formations. The announcement strengthens IBM’s profile in scientific AI, although near-term revenue is likely limited. IBM and NASA Release Open-Source AI Model to Support Lunar Exploration
  • Positive Sentiment: Swiss quantum-computing hub: IBM and Lockheed Martin are establishing a quantum innovation hub at ETH Zurich through Switzerland’s defense-offset program. The Swiss National Supercomputing Centre is expected to host the country’s first IBM Quantum System Two, powered by IBM’s Nighthawk r2 processor and integrated with the Alps supercomputer. The arrangement could provide IBM with a government-supported, multi-year deployment while expanding access to researchers and businesses. Research will focus on quantum sensing, navigation and advanced materials. IBM and Lockheed Martin Announce Swiss Quantum Innovation Hub
  • Neutral Sentiment: Analyst coverage continues to frame IBM as a diversified way to gain exposure to enterprise AI, hybrid cloud and quantum computing. However, the announcements are primarily strategic and research-oriented, so their effect on revenue and earnings may take years to materialize.
  • Negative Sentiment: IBM recently underperformed the broader market, while a shareholder-rights law firm announced an investigation tied to management’s prior preview of weak second-quarter 2026 results. The investigation is not an allegation of wrongdoing, but it adds headline and legal risk. IBM Shareholder Investigation

International Business Machines Stock Up 3.9%

Shares of International Business Machines stock opened at $243.14 on Friday. The business has a 50-day moving average price of $236.88 and a 200 day moving average price of $246.36. International Business Machines Corporation has a fifty-two week low of $199.19 and a fifty-two week high of $332.46. The firm has a market cap of $229.07 billion, a P/E ratio of 21.57, a P/E/G ratio of 2.23 and a beta of 0.71. The company has a quick ratio of 0.74, a current ratio of 0.79 and a debt-to-equity ratio of 1.63.

International Business Machines (NYSE:IBM – Get Free Report) last released its earnings results on Wednesday, July 22nd. The technology company reported $2.93 EPS for the quarter, hitting analysts’ consensus estimates of $2.93. The company had revenue of $17.16 billion for the quarter, compared to the consensus estimate of $17.46 billion. International Business Machines had a return on equity of 35.65% and a net margin of 15.52%.International Business Machines’s quarterly revenue was up 1.1% compared to the same quarter last year. During the same quarter last year, the business posted $2.80 EPS. On average, sell-side analysts forecast that International Business Machines Corporation will post 12.33 earnings per share for the current fiscal year.

International Business Machines Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, September 10th. Investors of record on Monday, August 10th were given a dividend of $1.69 per share. This represents a $6.76 annualized dividend and a dividend yield of 2.8%. The ex-dividend date of this dividend was Monday, August 10th. International Business Machines’s dividend payout ratio is currently 59.98%.

Insider Transactions at International Business Machines

In related 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 transaction of $5,758,000.00. Following the transaction, the senior vice president directly owned 47,800 shares in the company, valued at $11,009,296. This trade represents a 34.34% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. 0.27% of the stock is owned by company insiders.

Analyst Ratings Changes

Several research firms have issued reports on IBM. Roth Capital restated a “buy” rating on shares of International Business Machines in a report on Wednesday, June 3rd. Royal Bank Of Canada reiterated an “outperform” rating and set a $270.00 target price on shares of International Business Machines in a research note on Tuesday, July 21st. Stifel Nicolaus decreased their price target on shares of International Business Machines from $290.00 to $235.00 and set a “buy” rating for the company in a research report on Monday, July 20th. Argus dropped their price target on shares of International Business Machines from $360.00 to $280.00 and set a “buy” rating for the company in a research note on Thursday, July 16th. Finally, Wolfe Research cut shares of International Business Machines to a “peer perform” rating in a report on Tuesday, June 23rd. Sixteen investment analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $265.90.

Read Our Latest Research Report on International Business Machines

International Business Machines Company Profile

(Free Report)

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.

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