International Business Machines (NYSE:IBM) Director David Farr Buys 1,000 Shares of Stock

International Business Machines Corporation (NYSE:IBM) Director David Farr acquired 1,000 shares of the firm’s stock in a transaction that occurred on Friday, January 30th. The stock was bought at an average cost of $304.00 per share, with a total value of $304,000.00. Following the completion of the transaction, the director directly owned 9,258 shares in the company, valued at $2,814,432. The trade was a 12.11% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink.

International Business Machines Trading Down 0.9%

Shares of International Business Machines stock opened at $306.48 on Friday. The firm’s 50 day simple moving average is $302.85 and its two-hundred day simple moving average is $283.14. The firm has a market capitalization of $286.48 billion, a price-to-earnings ratio of 27.49, a PEG ratio of 2.99 and a beta of 0.70. International Business Machines Corporation has a 12-month low of $214.50 and a 12-month high of $324.90. The company has a current ratio of 0.96, a quick ratio of 0.89 and a debt-to-equity ratio of 1.67.

International Business Machines (NYSE:IBM) last announced its quarterly earnings data on Wednesday, January 28th. The technology company reported $4.52 earnings per share for the quarter, beating analysts’ consensus estimates of $4.33 by $0.19. The firm had revenue of $19.69 billion for the quarter, compared to analyst estimates of $19.23 billion. International Business Machines had a net margin of 15.69% and a return on equity of 38.15%. The business’s quarterly revenue was up 12.2% compared to the same quarter last year. During the same period in the previous year, the company earned $3.92 earnings per share. Analysts predict that International Business Machines Corporation will post 10.78 EPS for the current year.

International Business Machines Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 10th will be issued a $1.68 dividend. The ex-dividend date of this dividend is Tuesday, February 10th. This represents a $6.72 dividend on an annualized basis and a dividend yield of 2.2%. International Business Machines’s dividend payout ratio is currently 60.27%.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the company. Family CFO Inc acquired a new position in International Business Machines in the 2nd quarter worth about $25,000. Winnow Wealth LLC acquired a new stake in International Business Machines in the second quarter valued at approximately $27,000. Mountain Hill Investment Partners Corp. purchased a new stake in shares of International Business Machines in the third quarter valued at approximately $28,000. Joseph Group Capital Management acquired a new position in shares of International Business Machines during the 4th quarter worth approximately $28,000. Finally, SWAN Capital LLC acquired a new position in shares of International Business Machines during the 3rd quarter worth approximately $28,000. Hedge funds and other institutional investors own 58.96% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts recently weighed in on IBM shares. Royal Bank Of Canada set a $361.00 price target on shares of International Business Machines in a report on Thursday. Wall Street Zen lowered shares of International Business Machines from a “buy” rating to a “hold” rating in a research note on Sunday, January 11th. Jefferies Financial Group raised their target price on shares of International Business Machines from $360.00 to $370.00 and gave the stock a “buy” rating in a report on Thursday. Sanford C. Bernstein reaffirmed a “market perform” rating on shares of International Business Machines in a report on Wednesday, December 10th. Finally, Argus set a $360.00 price objective on International Business Machines in a research note on Friday. One equities research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, the company has an average rating of “Moderate Buy” and an average price target of $330.07.

International Business Machines News Roundup

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

• Positive Sentiment: Q4 beat and upgraded 2026 revenue outlook — IBM reported better‑than‑expected Q4 EPS and revenue, highlighted strong software and AI (watsonx/Red Hat) momentum, and gave FY‑2026 revenue guidance above Street consensus. These fundamentals are the primary driver of recent upside interest. IBM Q4 Earnings Surpass Estimates
• Positive Sentiment: AI & software growth narrative strengthened — Management said AI‑related revenue and software growth powered the quarter (software +14%, infrastructure +21%), and IBM is positioning with its Confluent acquisition to expand data streaming for AI workloads — a strategic tailwind for valuation. Analysis Of IBM’s Confluent Acquisition
• Positive Sentiment: Analyst upgrades and higher targets — Multiple firms lifted price targets and reiterated buy/outperform views after the quarter (Evercore to $345 outperf; JPMorgan raised its target). Upgrades add buying pressure and validate management’s AI story. Evercore Raises Target JPMorgan Raises IBM Target
• Positive Sentiment: Shareholder returns intact — IBM declared its quarterly dividend ($1.68 per share), supporting income investors and signaling confidence in cash flow. (Ex‑dividend date noted in company disclosures.)
• Positive Sentiment: Board addition brings operating experience — IBM elected Ramon L. Laguarta (former PepsiCo CEO) to the board, adding consumer‑sector and global ops expertise that investors often view as governance strength. IBM Elects Ramon L. Laguarta
• Neutral Sentiment: Large bond sale draws attention to funding and leverage — IBM has launched multi‑part bond offerings (euro and dollar) to fund deals and operations; investors are parsing issuance size, yields and the impact on balance‑sheet leverage. This is a funding update rather than an earnings surprise, so impact is mixed. IBM Bond Sale Puts Fresh Funding And Valuation In Investor Focus
• Negative Sentiment: Bearish/critical takes remain — Some analysts and commentaries highlight risks (execution, macro sensitivity, or areas of weakness) and published critical pieces framing cautionary scenarios that can pressure sentiment after initial euphoria. IBM: Limping Into 2026

International Business Machines Company Profile

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.