3,590 Shares in International Business Machines Corporation $IBM Acquired by Magnolia Capital Advisors LLC

Posted by Brenda Bartman on Sep 10th, 2026

Magnolia Capital Advisors LLC bought a new position in shares of International Business Machines Corporation (NYSE:IBM – Free Report) in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm bought 3,590 shares of the technology company’s stock, valued at approximately $1,010,000.

Several other hedge funds have also recently added to or reduced their stakes in the business. VIRGINIA RETIREMENT SYSTEMS ET Al grew its position in International Business Machines by 424.6% during the fourth quarter. VIRGINIA RETIREMENT SYSTEMS ET Al now owns 260,740 shares of the technology company’s stock valued at $77,234,000 after purchasing an additional 211,040 shares in the last quarter. Assetmark Inc. boosted its position in International Business Machines by 24.8% during the first quarter. Assetmark Inc. now owns 64,458 shares of the technology company’s stock valued at $15,624,000 after purchasing an additional 12,791 shares during the last quarter. GLOBALT Investments LLC GA grew its stake in International Business Machines by 19.1% in the fourth quarter. GLOBALT Investments LLC GA now owns 18,288 shares of the technology company’s stock valued at $5,417,000 after purchasing an additional 2,930 shares in the last quarter. Rice Partnership LLC bought a new stake in shares of International Business Machines in the 4th quarter valued at approximately $3,317,000. Finally, Sage Investment Advisers LLC bought a new stake in shares of International Business Machines in the 4th quarter valued at approximately $4,101,000. Institutional investors and hedge funds own 58.96% of the company’s stock.

International Business Machines News Roundup

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

Analyst Upgrades and Downgrades

IBM has been the topic of several analyst reports. Needham & Company LLC initiated coverage on shares of International Business Machines in a research note on Wednesday, June 3rd. They set a “buy” rating on the stock. Susquehanna boosted their target price on International Business Machines from $225.00 to $235.00 and gave the stock a “neutral” rating in a report on Monday, August 31st. Stifel Nicolaus lowered their price target on International Business Machines from $290.00 to $235.00 and set a “buy” rating on the stock in a report on Monday, July 20th. Bank of America raised their target price on shares of International Business Machines from $315.00 to $330.00 and gave the company a “buy” rating in a research note on Monday, July 6th. Finally, JPMorgan Chase & Co. dropped their target price on shares of International Business Machines from $291.00 to $250.00 and set an “overweight” rating on the stock in a report on Friday, July 17th. Sixteen research analysts have rated the stock with a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and a consensus price target of $265.90.

Check Out Our Latest Research Report on IBM

Insider Buying and Selling

In other news, SVP Robert Thomas sold 25,000 shares of the firm’s stock in a transaction that occurred on Wednesday, August 26th. The shares were sold at an average price of $230.32, for a total transaction of $5,758,000.00. Following the completion of the sale, the senior vice president owned 47,800 shares of the company’s stock, valued at approximately $11,009,296. This trade represents a 34.34% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is accessible through this link. 0.27% of the stock is currently owned by company insiders.

International Business Machines Price Performance

International Business Machines stock opened at $240.12 on Thursday. The business has a 50 day simple moving average of $238.89 and a 200 day simple moving average of $246.54. The company has a debt-to-equity ratio of 1.63, a current ratio of 0.79 and a quick ratio of 0.74. The company has a market capitalization 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 one year low of $199.19 and a one year high of $332.46.

International Business Machines (NYSE:IBM – Get Free Report) last announced its quarterly earnings results on Wednesday, July 22nd. The technology company reported $2.93 earnings per share for the quarter, meeting analysts’ consensus estimates 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 prior year, the business posted $2.80 earnings per share. On average, sell-side analysts forecast that International Business Machines Corporation will post 12.33 EPS for the current fiscal year.

International Business Machines Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Thursday, September 10th. Shareholders of record on Monday, August 10th will be given a $1.69 dividend. The ex-dividend date 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 59.98%.

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.