International Business Machines Corporation (NYSE:IBM) Receives Consensus Recommendation of “Moderate Buy” from Analysts

Shares of International Business Machines Corporation (NYSE:IBM) have been assigned an average rating of “Moderate Buy” from the twenty brokerages that are presently covering the firm, Marketbeat reports. Eight research analysts have rated the stock with a hold rating, eleven have given a buy rating and one has issued a strong buy rating on the company. The average 1 year price objective among analysts that have updated their coverage on the stock in the last year is $314.60.

IBM has been the topic of a number of research reports. Erste Group Bank downgraded International Business Machines from a “buy” rating to a “hold” rating in a report on Wednesday, February 18th. Oppenheimer set a $380.00 target price on shares of International Business Machines and gave the stock an “outperform” rating in a research report on Thursday, January 29th. 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. Argus set a $360.00 price target on shares of International Business Machines in a report on Friday, January 30th. Finally, Dbs Bank raised shares of International Business Machines from a “hold” rating to a “moderate buy” rating in a research note on Monday, January 19th.

Insider Activity

In related news, Director Michael Miebach acquired 434 shares of the stock in a transaction dated Wednesday, February 25th. The shares were acquired at an average price of $233.33 per share, with a total value of $101,265.22. Following the acquisition, the director owned 434 shares in the company, valued at approximately $101,265.22. The trade was a ∞ increase in their position. The purchase was disclosed in a legal filing with the SEC, which can be accessed through this link. Also, Director David N. Farr acquired 1,000 shares of the business’s stock in a transaction that occurred on Friday, January 30th. The stock was bought at an average cost of $304.00 per share, for a total transaction of $304,000.00. Following the completion of the purchase, the director directly owned 9,258 shares in the company, valued at $2,814,432. This represents a 12.11% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. In the last quarter, insiders have bought 1,484 shares of company stock valued at $417,157. 0.27% of the stock is currently owned by corporate insiders.

Institutional Trading of International Business Machines

Institutional investors and hedge funds have recently modified their holdings of the company. Family CFO Inc acquired a new position in International Business Machines in the 4th quarter valued at $25,000. Basepoint Wealth LLC acquired a new position in International Business Machines during the 4th quarter worth $25,000. Winnow Wealth LLC bought a new stake in International Business Machines during the second quarter valued at about $27,000. Mountain Hill Investment Partners Corp. acquired a new stake in shares of International Business Machines in the third quarter valued at about $28,000. Finally, Joseph Group Capital Management acquired a new stake in shares of International Business Machines in the fourth quarter valued at about $28,000. 58.96% of the stock is currently owned by institutional investors and hedge funds.

International Business Machines Price Performance

IBM opened at $250.03 on Friday. The stock has a fifty day moving average price of $273.02 and a 200 day moving average price of $284.48. The company has a current ratio of 0.96, a quick ratio of 0.92 and a debt-to-equity ratio of 1.67. International Business Machines has a 1 year low of $214.50 and a 1 year high of $324.90. The stock has a market cap of $234.53 billion, a price-to-earnings ratio of 22.42, a PEG ratio of 2.52 and a beta of 0.73.

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

International Business Machines Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 10th were given a $1.68 dividend. The ex-dividend date of this dividend was Tuesday, February 10th. This represents a $6.72 dividend on an annualized basis and a dividend yield of 2.7%. International Business Machines’s payout ratio is currently 60.27%.

Key International Business Machines News

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

• Positive Sentiment: IBM closed its acquisition of Confluent, adding real‑time data streaming to feed AI models and automation across hybrid environments — a strategic move that strengthens IBM’s AI story and long‑term enterprise positioning. IBM Confluent Deal Puts Real Time Data At Core Of AI Story
• Positive Sentiment: IBM Consulting announced a collaboration with The Hackett Group to accelerate enterprise AI adoption by mapping AI use cases to workflows — an execution‑oriented partnership that could help convert product capability into client revenues. IBM Business Operations and The Hackett Group Collaborate
• Positive Sentiment: Media and analyst attention (including endorsements from figures like Jim Cramer) is highlighting IBM’s fundamentals and enterprise AI/quantum positioning, supporting investor interest in the stock’s longer‑term thesis. Jim Cramer Advises to Step In Due to Fundamentals
• Neutral Sentiment: Longer‑term recognition of IBM research continued as IBM Fellow Charles H. Bennett received the A.M. Turing Award — positive for reputation but limited near‑term financial impact. Charles H. Bennett Receives A.M. Turing Award
• Neutral Sentiment: Recent valuation analyses show mixed momentum: 1‑month and 3‑month returns have lagged despite multi‑year strength, so some investors view the pullback as either a buying opportunity or a sign to wait for clearer earnings execution. A Look At IBM Valuation As Recent Returns Show Mixed Momentum
• Negative Sentiment: Analysts trimmed targets after the Confluent deal: JPMorgan cut its target to $283 (neutral rating) citing balanced risk/reward, and BMO lowered its target to $290 with a market‑perform view — both reduce near‑term upside expectations. JPMorgan Lowers IBM Target after Confluent Deal
• Negative Sentiment: Unusual options activity: traders bought roughly 88,456 put contracts (about a 115% jump vs. average), signaling elevated downside hedging or speculative bearish bets that can amplify intraday selling pressure.

About International Business Machines

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.