Sage Capital Advisors llc Acquires New Holdings in International Business Machines Corporation $IBM

Posted by George Bondi on Aug 11th, 2026

Sage Capital Advisors llc bought a new position in shares of International Business Machines Corporation (NYSE:IBM – Free Report) during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 19,081 shares of the technology company’s stock, valued at approximately $5,366,000.

Other large investors have also recently bought and sold shares of the company. Basepoint Wealth LLC bought a new position in shares of International Business Machines in the fourth quarter worth $25,000. Family CFO Inc bought a new stake in International Business Machines during the fourth quarter valued at $25,000. Joseph Group Capital Management purchased a new position in International Business Machines during the fourth quarter worth about $28,000. Cornerstone Financial Management LLC purchased a new position in International Business Machines during the fourth quarter worth about $28,000. Finally, SWAN Capital LLC bought a new position in International Business Machines in the 3rd quarter worth about $28,000. 58.96% of the stock is owned by institutional investors.

International Business Machines Price Performance

Shares of International Business Machines stock opened at $235.76 on Tuesday. 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 52-week low of $199.19 and a 52-week high of $332.46. The company has a fifty day moving average of $256.92 and a 200-day moving average of $254.55. The stock has a market capitalization of $222.12 billion, a price-to-earnings ratio of 20.92, a price-to-earnings-growth ratio of 2.33 and a beta of 0.70.

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

International Business Machines Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Monday, August 10th will be issued a dividend of $1.69 per share. The ex-dividend date is Monday, August 10th. This represents a $6.76 annualized dividend and a yield of 2.9%. International Business Machines’s dividend payout ratio is currently 59.98%.

International Business Machines News Summary

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

Positive Sentiment: IBM’s return to Canada’s bond market after 14 years demonstrates continued access to international financing and places the company amid strong demand for “Maple” bonds from foreign issuers. The move could help diversify funding sources, although additional borrowing may also increase leverage. IBM Returns to Canada’s Bond Market After 14 Years as Other Tech Giants Rush In
Positive Sentiment: IBM’s CEO indicated that quantum computing could begin making a measurable contribution to revenue and profit in the coming years. That outlook reinforces quantum computing as a potentially significant long-term growth opportunity, though it is unlikely to materially change near-term results. This Is When IBM’s CEO Says Quantum Computing Could Start to Have a Measurable Impact on Its Bottom Line
Neutral Sentiment: The U.S. administration’s reported $2 billion quantum-computing initiative could expand industry investment and validate IBM’s technology focus, but it also highlights an ambitious competitive race with uncertain commercialization timelines. Inside the Trump administration’s $2 billion push to build the world’s first useful quantum computer
Negative Sentiment: IBM’s shares went ex-dividend on August 10 for a $1.69-per-share cash payment scheduled for September 10. The mechanical ex-dividend adjustment can weigh on the stock even though it does not represent a deterioration in the company’s operations. International Business Machines Corp’s Dividend Analysis
Negative Sentiment: Broadcom is expanding security capabilities in VMware Cloud Foundation, intensifying competition with IBM in enterprise infrastructure and cloud-related markets. Stronger rival offerings could pressure IBM’s growth prospects and pricing power. Broadcom Boosts VCF Security: Can it Fend Off Nutanix and IBM?
Negative Sentiment: Erste Group Bank expressed a negative outlook on IBM’s fiscal 2026 earnings, adding to concerns about limited near-term earnings momentum. Erste Group Bank Has Negative Outlook of IBM FY2026 Earnings
Negative Sentiment: A law firm announced a securities-fraud investigation following IBM’s major stock decline. The announcement is not proof of wrongdoing, but it may add legal and reputational overhang. IBM Securities Fraud Investigation

Analyst Ratings Changes

IBM has been the topic of several recent analyst reports. Needham & Company LLC began coverage on International Business Machines in a report on Wednesday, June 3rd. They issued a “buy” rating on the stock. Roth Capital restated a “buy” rating on shares of International Business Machines in a research report on Wednesday, June 3rd. Citigroup lowered their target price on shares of International Business Machines from $255.00 to $245.00 and set a “buy” rating on the stock in a research note on Friday, July 24th. The Goldman Sachs Group set a $270.00 target price on shares of International Business Machines in a research report on Thursday, July 23rd. Finally, BMO Capital Markets cut their price target on shares of International Business Machines from $270.00 to $230.00 and set a “market perform” rating for the company in a research note on Thursday, July 23rd. Fifteen equities research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $265.40.

View Our Latest Stock Report on IBM

International Business Machines Company Profile

(Free Report)

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.