International Business Machines (NYSE:IBM) Upgraded at UBS Group

UBS Group upgraded shares of International Business Machines (NYSE:IBM) from a sell rating to a neutral rating in a research report released on Wednesday morning, Marketbeat reports. UBS Group currently has $236.00 price target on the technology company’s stock.

Other equities research analysts have also issued reports about the company. Dbs Bank raised International Business Machines from a “hold” rating to a “moderate buy” rating in a research report on Monday, January 19th. Oppenheimer set a $380.00 price objective on shares of International Business Machines and gave the company an “outperform” rating in a research note on Thursday, January 29th. DZ Bank raised shares of International Business Machines to a “hold” rating in a research report on Wednesday, February 11th. Bank of America upped their price target on shares of International Business Machines from $315.00 to $335.00 and gave the company a “buy” rating in a research report on Tuesday, January 13th. Finally, Stifel Nicolaus lifted their price objective on shares of International Business Machines from $325.00 to $340.00 and gave the stock a “buy” rating in a research report on Thursday, January 29th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and eight have given a Hold rating to the stock. Based on data from MarketBeat, International Business Machines presently has a consensus rating of “Moderate Buy” and a consensus price target of $320.87.

International Business Machines Stock Down 0.9%

IBM stock opened at $239.78 on Wednesday. The firm has a market cap of $224.92 billion, a PE ratio of 21.51, a P/E/G ratio of 2.43 and a beta of 0.69. International Business Machines has a 12 month low of $214.50 and a 12 month high of $324.90. The company has a debt-to-equity ratio of 1.67, a current ratio of 0.96 and a quick ratio of 0.92. The firm has a 50 day simple moving average of $287.17 and a 200 day simple moving average of $283.58.

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

International Business Machines Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 10th will be paid a dividend of $1.68 per share. 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 2.8%. International Business Machines’s dividend payout ratio (DPR) is 60.27%.

Insiders Place Their Bets

In other news, 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 acquired at an average cost of $304.00 per share, for a total transaction of $304,000.00. Following the completion of the acquisition, the director owned 9,258 shares in the company, valued at approximately $2,814,432. The trade was a 12.11% increase in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, Director Michael Miebach acquired 434 shares of International Business Machines stock in a transaction that occurred on Wednesday, February 25th. The shares were purchased at an average cost of $233.33 per share, with a total value of $101,265.22. Following the transaction, the director owned 434 shares of the company’s stock, valued at approximately $101,265.22. The trade was a ∞ increase in their position. The SEC filing for this purchase provides additional information. Insiders bought 1,484 shares of company stock worth $417,157 over the last ninety days. 0.18% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On International Business Machines

Several hedge funds and other institutional investors have recently added to or reduced their stakes in IBM. Family CFO Inc bought a new position in shares of International Business Machines during the 4th quarter valued at $25,000. Basepoint Wealth LLC acquired a new position in International Business Machines during the fourth quarter worth $25,000. Winnow Wealth LLC bought a new position 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 worth about $28,000. Finally, Joseph Group Capital Management bought a new stake in shares of International Business Machines during the 4th quarter worth about $28,000. Institutional investors own 58.96% of the company’s stock.

Key Stories Impacting International Business Machines

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

• Positive Sentiment: UBS upgraded IBM (from Sell to Neutral), which helped spark buying interest and provided a near‑term catalyst by arguing the recent selloff improved the stock’s risk/reward. UBS upgrades International Business Machines (IBM)
• Positive Sentiment: IBM won a government/defense-related contract (up to ~$112M) to modernize commissary pricing systems — a concrete services booking that supports revenue visibility in consulting/integration work. Can IBM’s New Defense Contract Win Boost Top-Line Growth?
• Positive Sentiment: Company insiders (directors) made small share purchases, which investors often view as a vote of confidence after recent price weakness. International Business Machines (NYSE:IBM) Director Michelle Howard Buys 50 Shares
• Positive Sentiment: Several analysts and deep-dive pieces argue the earlier AI-driven selloff was overdone given IBM’s solid Q4 results, cash flow and strategic positioning in hybrid cloud/AI — supporting a recovery narrative. IBM’s Steep Drop on AI Fears May Be an Overreaction
• Neutral Sentiment: Morgan Stanley trimmed its price target to $247 and moved to an “equal weight” stance — this tempers upside expectations and can cap near‑term momentum without being a full downgrade. Morgan Stanley Lowers International Business Machines (NYSE:IBM) Price Target to $247.00
• Neutral Sentiment: IBM’s security research (2026 X‑Force Threat Intelligence Index) highlights rising ransomware and cyber threats — a mixed signal: higher market risk overall but potential tailwinds for IBM’s security services. Ransomware Surges 49% as AI Makes Cyberattacks Faster and Easier, IBM Says
• Negative Sentiment: Anthropic’s new COBOL/legacy modernization tools (Claude Code) triggered the earlier steep selloff amid fears these AI tools could erode IBM’s services revenue from legacy modernization — this remains the primary near‑term downside risk. IBM Is Just AI’s Latest Victim
• Negative Sentiment: High‑profile commentary (e.g., Jim Cramer) highlighted the abrupt drop after Anthropic’s announcement, amplifying short‑term fear and volatility even though some analysts call the reaction overblown. Jim Cramer on International Business Machines

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.