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

International Business Machines Corporation (NYSE:IBM) has earned a consensus rating of “Moderate Buy” from the twenty ratings firms that are covering the stock, MarketBeat.com reports. Eight research analysts have rated the stock with a hold rating, eleven have assigned a buy rating and one has issued a strong buy rating on the company. The average 1-year target price among analysts that have issued a report on the stock in the last year is $298.8125.

Several analysts have recently weighed in on IBM shares. Argus set a $360.00 target price on shares of International Business Machines in a research report on Friday, January 30th. BMO Capital Markets decreased their target price on shares of International Business Machines from $350.00 to $290.00 and set a “market perform” rating on the stock in a research report on Thursday, March 19th. Wedbush reiterated an “outperform” rating and set a $340.00 target price on shares of International Business Machines in a research report on Friday. Erste Group Bank lowered shares of International Business Machines from a “buy” rating to a “hold” rating in a research report on Wednesday, February 18th. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of International Business Machines in a research report on Thursday, January 22nd.

Insiders Place Their Bets

In other news, Director Michael Miebach purchased 434 shares of International Business Machines stock in a transaction on Wednesday, February 25th. The shares were purchased at an average cost of $233.33 per share, for a total transaction of $101,265.22. Following the completion of the transaction, the director directly owned 434 shares in the company, valued at approximately $101,265.22. This represents a ∞ increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director David N. Farr purchased 1,000 shares of International Business Machines stock in a transaction on Friday, January 30th. The stock was purchased at an average price of $304.00 per share, for a total transaction of $304,000.00. Following the completion of the transaction, the director owned 9,258 shares of the company’s stock, valued at approximately $2,814,432. This represents a 12.11% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. Over the last three months, insiders have acquired 1,484 shares of company stock valued at $417,157. Company insiders own 0.27% of the company’s stock.

Institutional Trading of International Business Machines

Several hedge funds have recently modified their holdings of IBM. Norges Bank acquired a new stake in International Business Machines during the 4th quarter valued at $2,446,429,000. Capital World Investors increased its holdings in International Business Machines by 29.2% during the 4th quarter. Capital World Investors now owns 22,021,912 shares of the technology company’s stock valued at $6,523,720,000 after purchasing an additional 4,976,756 shares in the last quarter. Price T Rowe Associates Inc. MD increased its holdings in International Business Machines by 83.4% during the 4th quarter. Price T Rowe Associates Inc. MD now owns 5,617,117 shares of the technology company’s stock valued at $1,663,847,000 after purchasing an additional 2,553,552 shares in the last quarter. Corient Private Wealth LLC increased its holdings in International Business Machines by 359.6% during the 4th quarter. Corient Private Wealth LLC now owns 1,896,675 shares of the technology company’s stock valued at $561,814,000 after purchasing an additional 1,484,026 shares in the last quarter. Finally, Vanguard Group Inc. increased its holdings in International Business Machines by 1.5% during the 4th quarter. Vanguard Group Inc. now owns 97,216,131 shares of the technology company’s stock valued at $28,796,390,000 after purchasing an additional 1,439,824 shares in the last quarter. Institutional investors and hedge funds own 58.96% of the company’s stock.

International Business Machines Trading Up 0.0%

Shares of IBM opened at $253.56 on Tuesday. International Business Machines has a 12-month low of $220.72 and a 12-month high of $324.90. The company has a quick ratio of 0.92, a current ratio of 0.96 and a debt-to-equity ratio of 1.67. The firm has a market capitalization of $237.85 billion, a price-to-earnings ratio of 22.74, a P/E/G ratio of 2.65 and a beta of 0.69. The stock’s 50-day moving average price is $248.17 and its 200 day moving average price is $281.65.

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, beating the consensus estimate of $4.33 by $0.19. International Business Machines had a net margin of 15.69% and a return on equity of 38.15%. The business had revenue of $19.69 billion for the quarter, compared to analyst estimates of $19.23 billion. During the same period in the previous year, the business earned $3.92 EPS. The firm’s revenue was up 12.2% on a year-over-year basis. As a group, research analysts predict that International Business Machines will post 12.35 earnings per share for the current year.

International Business Machines Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 10th were issued a dividend of $1.68 per share. 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 dividend payout ratio (DPR) is presently 60.27%.

More International Business Machines News

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

• Positive Sentiment: Major sell‑side bullishness: Evercore ISI added IBM to “Tactical Outperform” and reiterated a $345 price target, calling for a Q1 beat and higher 2026 revenue guidance — a clear near‑term positive for sentiment and target‑driven inflows. IBM Earnings On Deck Amid AI Software Risk Debate. Here’s What Wall Street Is Saying.
• Positive Sentiment: Analysts expect Q1 strength led by software: Jefferies sees steady overall growth with upside coming from the software segment (watsonx.ai, sovereign offerings), implying IBM could beat consensus software revenue forecasts. IBM seen reporting steady first quarter growth, software segment offers upside: Jefferies
• Positive Sentiment: AI + quantum narrative ratcheting up upside potential: Zacks highlights IBM among two AI‑quantum hyperscalers with analysts modeling 20%+ (up to ~38%) price upside as hyperscalers invest heavily in next‑gen infrastructure. This reinforces market enthusiasm for IBM’s strategic positioning. Top 2 AI-Quantum Hyperscalers to Watch in April With 20%+ Price Upside
• Positive Sentiment: New research and tech differentiation: IBM researchers published a promising AI training advancement (“mid‑training” step) that could improve model effectiveness — a product/tech edge that supports longer‑term revenue potential in AI software and services. IBM Reveals the Missing Step That Will Make AI Smarter
• Positive Sentiment: Multiple analysts flag Q1 beat potential from consulting and software tailwinds (AI, automation, defense IT deals, watsonx.ai deployments) — these topline drivers increase the odds of upside to estimates and guide revisions. Will Modest Consulting Revenue Improvement Aid IBM’s Q1 Earnings?
• Neutral Sentiment: CEO messaging signals urgency: CEO Arvind Krishna publicly warned that the bigger risk is “falling behind” in AI/quantum — a strategic push that’s positive for execution emphasis but doesn’t guarantee immediate financial impact. IBM CEO sends blunt message on AI and quantum computing
• Neutral Sentiment: Market calendar: IBM is squarely in the “earnings week” spotlight — heightened attention can amplify moves on beats/misses but is neutral until actual results and guidance are released. Earnings week ahead: TSLA, IBM, T, INTC, GE, BA, UNH, NOW, PM, CMCSA, and more
• Negative Sentiment: Lingering skepticism from last quarter: some investors punished IBM after the prior quarter’s reception; that caution could amplify downside on any Q1 miss or conservative guidance. Also note IBM remains below its 200‑day moving average, which can weigh on technical sentiment. Jim Cramer Says “You Like Quantum? IBM”

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.