International Business Machines Corporation $IBM Shares Acquired by Seaview Investment Managers LLC

Posted by Francis Steltz on Aug 15th, 2026

Seaview Investment Managers LLC increased its position in shares of International Business Machines Corporation (NYSE:IBM – Free Report) by 9.1% in the 2nd quarter, HoldingsChannel reports. The firm owned 34,761 shares of the technology company’s stock after purchasing an additional 2,895 shares during the period. International Business Machines comprises approximately 2.9% of Seaview Investment Managers LLC’s holdings, making the stock its 15th largest position. Seaview Investment Managers LLC’s holdings in International Business Machines were worth $9,775,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds have also recently added to or reduced their stakes in IBM. BAM Wealth Management LLC boosted its holdings in International Business Machines by 41.1% in the 2nd quarter. BAM Wealth Management LLC now owns 1,254 shares of the technology company’s stock valued at $353,000 after purchasing an additional 365 shares in the last quarter. Smith Thornton Advisors LLC increased its position in International Business Machines by 13.4% during the 2nd quarter. Smith Thornton Advisors LLC now owns 5,810 shares of the technology company’s stock worth $1,686,000 after purchasing an additional 686 shares during the period. Trust Asset Management LLC raised its stake in shares of International Business Machines by 1.1% during the 2nd quarter. Trust Asset Management LLC now owns 10,363 shares of the technology company’s stock worth $2,914,000 after buying an additional 110 shares in the last quarter. Sompo Asset Management Co. Ltd. lifted its holdings in shares of International Business Machines by 7.8% in the 2nd quarter. Sompo Asset Management Co. Ltd. now owns 3,750 shares of the technology company’s stock valued at $1,055,000 after buying an additional 270 shares during the period. Finally, CWA Asset Management Group LLC lifted its holdings in shares of International Business Machines by 9.9% in the 2nd quarter. CWA Asset Management Group LLC now owns 17,005 shares of the technology company’s stock valued at $4,782,000 after buying an additional 1,538 shares during the period. Institutional investors and hedge funds own 58.96% of the company’s stock.

Analyst Ratings Changes

A number of research analysts recently weighed in on IBM shares. Piper Sandler raised International Business Machines to an “overweight” rating in a report on Tuesday, June 23rd. Royal Bank Of Canada reissued an “outperform” rating and issued a $270.00 target price on shares of International Business Machines in a report on Tuesday, July 21st. JPMorgan Chase & Co. decreased 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 research report on Friday, July 17th. Citigroup lowered their price target 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. Finally, Bank of America increased their price target on shares of International Business Machines from $315.00 to $330.00 and gave the company a “buy” rating in a report on Monday, July 6th. Fifteen investment analysts have rated the stock with a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and an average target price of $265.40.

Read Our Latest Stock Report on International Business Machines

International Business Machines Stock Down 1.0%

IBM opened at $234.79 on Friday. The business’s fifty day moving average is $251.38 and its two-hundred day moving average is $253.20. The company has a debt-to-equity ratio of 1.63, a quick ratio of 0.74 and a current ratio of 0.79. The company has a market cap of $221.21 billion, a price-to-earnings ratio of 20.83, a PEG ratio of 2.33 and a beta of 0.70. 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 posted its earnings results on Wednesday, July 22nd. The technology company reported $2.93 earnings per share for the quarter, meeting 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 company 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. International Business Machines’s revenue was up 1.1% compared to the same quarter last year. Analysts anticipate that International Business Machines Corporation will post 12.33 EPS for the current fiscal year.

International Business Machines Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Monday, August 10th will be paid a $1.69 dividend. This represents a $6.76 dividend on an annualized basis and a yield of 2.9%. The ex-dividend date of this dividend is Monday, August 10th. International Business Machines’s dividend payout ratio is presently 59.98%.

Key Stories Impacting International Business Machines

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

Positive Sentiment: IBM’s strategic partnership with OpenAI will embed OpenAI models and tools, including GPT-5.6, into IBM Consulting’s enterprise AI platform. IBM also plans to establish a dedicated OpenAI Practice and train thousands of consultants and engineers, potentially strengthening its position in regulated industries such as finance, government, telecommunications and retail. IBM partners with OpenAI to bolster enterprise AI push
Positive Sentiment: IBM’s $240 million, multi-year agreement with Together AI will build an NVIDIA-powered AI inference cluster on IBM Cloud. Strong anticipated demand could support growth in IBM’s cloud infrastructure and high-performance AI workloads. Can IBM’s Together AI Cloud Deal Boost Its Growth Prospects?
Positive Sentiment: IBM-reported research indicates that 85% of organizations planned to increase security spending by May, up from 64% during the prior period, as companies respond to frontier-AI cyber threats. This could benefit IBM’s cybersecurity, consulting and AI automation businesses. Frontier AI Threats Drive Companies to Boost Security Budgets
Neutral Sentiment: Some coverage characterizes IBM as a relatively attractive technology investment because of its steadier earnings outlook, valuation and dividend, while other commentary highlights longer-term opportunities in quantum computing. These factors may provide support but are unlikely to resolve near-term growth concerns. AST SpaceMobile vs. IBM: Which Tech Stock is the Better Buy Now?
Negative Sentiment: IBM’s shares have declined even after the OpenAI announcement, suggesting investors want evidence that the alliance can accelerate sales and profits. The partnership’s costs, implementation timeline and ability to convert consulting demand into recurring revenue remain key uncertainties. IBM Stock Drops Despite Major OpenAI Partnership
Negative Sentiment: Bleichmar Fonti & Auld LLP announced an investigation into potential securities fraud following IBM’s significant stock decline. The announcement is primarily an attorney solicitation and does not establish wrongdoing, but it adds headline and litigation risk. IBM securities fraud investigation reminder

International Business Machines 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.