International Business Machines Corporation $IBM Position Raised by Onyx Bridge Wealth Group LLC

Onyx Bridge Wealth Group LLC increased its holdings in shares of International Business Machines Corporation (NYSE:IBM) by 59.9% in the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 12,920 shares of the technology company’s stock after purchasing an additional 4,841 shares during the quarter. Onyx Bridge Wealth Group LLC’s holdings in International Business Machines were worth $2,842,000 as of its most recent SEC filing.

Several other large investors have also recently bought and sold shares of IBM. Harborfront Financial Group LLC acquired a new stake in shares of International Business Machines in the 2nd quarter valued at approximately $27,000. Hara Capital LLC acquired a new position in International Business Machines in the 2nd quarter valued at about $28,000. Bare Financial Services Inc grew its position in shares of International Business Machines by 114.6% in the second quarter. Bare Financial Services Inc now owns 103 shares of the technology company’s stock valued at $29,000 after purchasing an additional 55 shares during the last quarter. Portus Wealth Advisors LLC acquired a new position in International Business Machines in the 1st quarter valued at $26,000. Finally, Caitlin John LLC acquired a new position in shares of International Business Machines in the second quarter valued at about $35,000. 58.96% of the stock is owned by institutional investors and hedge funds.

Insider Buying and Selling at International Business Machines

In related news, SVP Robert Thomas sold 25,000 shares of International Business Machines stock in a transaction that occurred 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 owned 47,800 shares of the company’s stock, valued at $11,009,296. The trade was a 34.34% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. 0.27% of the stock is owned by corporate insiders.

Key Headlines Impacting International Business Machines

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

• Positive Sentiment: Bank of America expects IBM to deliver a modest third-quarter earnings beat while maintaining its 2026 outlook. The bank reiterated its Buy rating and $280 price target, citing higher-margin software, improving profitability and strong free cash flow. IBM poised for modest third-quarter beat, says Bank of America
• Positive Sentiment: Analysts expect software revenue to benefit from AI innovation, strategic partnerships and expanding enterprise-cloud capabilities. Consulting revenue is also projected to show modest growth, supported by technology demand, AI partnerships and cybersecurity-related expansion. IBM software revenue earnings preview
• Positive Sentiment: IBM and Siemens are collaborating on IBM’s nanostack transistor architecture, combining IBM semiconductor research with Siemens’ design-automation and manufacturing software. The initiative reinforces IBM’s long-term investment in advanced chips and computing technology. Siemens joins IBM nanostack research effort
• Neutral Sentiment: IBM reports third-quarter results next week, and options traders are pricing in a potential move of roughly 8% after the release. The elevated implied volatility signals substantial uncertainty rather than a clearly bullish or bearish expectation. IBM options market expects major post-earnings move
• Neutral Sentiment: Morgan Stanley raised its IBM price target to $238 but maintained an Equal Weight rating, implying limited near-term upside at the referenced price. RBC separately reaffirmed its Outperform rating. RBC reaffirms IBM Outperform rating
• Negative Sentiment: Investor concerns remain about IBM’s valuation, rising debt and limited dividend growth. Commentary noted that the company’s long record of annual dividend increases has recently involved only small raises, potentially constraining its appeal to income-focused investors while it funds AI initiatives. IBM dividend and debt concerns

Wall Street Analyst Weigh In

A number of equities analysts have commented on the company. JPMorgan Chase & Co. lowered their price objective on International Business Machines from $291.00 to $250.00 and set an “overweight” rating on the stock in a research note on Friday, July 17th. Barclays lowered their price objective on shares of International Business Machines from $288.00 to $262.00 and set an “overweight” rating for the company in a research report on Thursday, July 23rd. Bank of America lowered their target price on International Business Machines from $330.00 to $280.00 and set a “buy” rating for the company in a report on Wednesday, July 15th. Daiwa Securities Group decreased their price target on shares of International Business Machines from $247.00 to $217.00 and set a “neutral” rating for the company in a research report on Wednesday, July 29th. Finally, Piper Sandler upgraded International Business Machines to an “overweight” rating in a research report on Tuesday, June 23rd. Nineteen analysts have rated the stock with a Buy rating, twelve have issued a Hold rating and two have issued a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $254.96.

International Business Machines Price Performance

Shares of NYSE IBM opened at $232.58 on Friday. The firm’s 50-day moving average price is $231.99 and its 200-day moving average price is $243.58. International Business Machines Corporation has a 1-year low of $199.19 and a 1-year high of $332.46. 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 $219.12 billion, a P/E ratio of 20.64, a P/E/G ratio of 2.21 and a beta of 0.73.

International Business Machines (NYSE:IBM) last announced its quarterly earnings results on Wednesday, July 22nd. The technology company reported $2.93 earnings per share (EPS) for the quarter, hitting the consensus estimate of $2.93. International Business Machines had a return on equity of 35.65% and a net margin of 15.52%. The business had revenue of $17.16 billion for the quarter, compared to analyst estimates of $17.46 billion. During the same quarter in the prior year, the company earned $2.80 earnings per share. The company’s quarterly revenue was up 1.1% on a year-over-year basis. Equities research analysts anticipate that International Business Machines Corporation will post 12.34 earnings per share for the current fiscal year.

International Business Machines Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Thursday, September 10th. Investors of record on Monday, August 10th were given a $1.69 dividend. The ex-dividend date of this dividend was Monday, August 10th. This represents a $6.76 annualized dividend and a yield of 2.9%. International Business Machines’s dividend payout ratio (DPR) is presently 59.98%.

About International Business Machines

International Business Machines Corporation (NYSE:IBM), commonly known as IBM, is a global technology and consulting company that helps organizations modernize their information technology and business operations. Its offerings include hybrid cloud solutions, artificial intelligence software and services, enterprise software, IT infrastructure, cybersecurity, data analytics, and technology consulting.

IBM provides products and services to businesses, governments, and other institutions across industries and regions worldwide.