Shares of International Business Machines Corporation (NYSE:IBM – Get Free Report) rose 1.8% during trading on Thursday . The company traded as high as $220.96 and last traded at $218.4010. Approximately 5,624,401 shares were traded during trading, a decline of 6% from the average daily volume of 5,981,167 shares. The stock had previously closed at $214.64.
Key International Business Machines News
Here are the key news stories impacting International Business Machines this week:
- Positive Sentiment: IBM unveiled new IBM Cloud managed services, including Red Hat AI Inference and OpenShift Virtualization, aimed at speeding AI adoption and securing virtual workloads. The update reinforces IBM’s positioning in enterprise AI and hybrid cloud, which could support future revenue growth. Article: Can IBM’s Advanced AI and Virtualization Offerings Boost Its Shares?
- Positive Sentiment: IBM’s Think 2026 announcements and blockchain-related capabilities are being viewed as further evidence that the company is broadening its AI platform and enterprise software offerings. That could improve investor confidence in IBM’s ability to monetize AI beyond basic infrastructure spending. Article: International Business Machines Corporation (IBM): Using Blockchain to Build Trust In AI
- Neutral Sentiment: A PRNewswire commentary from IBM emphasized a new consulting delivery model built for the AI era, using smaller senior teams to turn AI strategy into execution faster. This is strategically supportive, but it is more of a narrative update than a near-term financial catalyst. Article: A New Way to Make AI Actually Work in the Real World
- Neutral Sentiment: One article framed IBM as a beaten-down stock that may appeal to value investors after falling well below recent highs. That may attract bargain hunters, but it does not change IBM’s fundamentals on its own. Article: Catching Falling Knives: Is It Time to Buy These Beaten-Down Stocks?
- Neutral Sentiment: IBM was included in broader industry and AI-related commentary, including cloud storage market and blockchain/AI themes. These pieces are supportive of IBM’s long-term positioning, but they are not direct earnings or guidance catalysts. Article: Cloud Storage Industry Report 2026-2031
- Negative Sentiment: One report noted that IBM’s price target was lowered by $30, which may have weighed on sentiment and signals some analysts are becoming less optimistic about the stock’s near-term upside. Article: IBM Price Target Lowered by $30
Analysts Set New Price Targets
IBM has been the subject of a number of recent research reports. Erste Group Bank lowered shares of International Business Machines from a “buy” rating to a “hold” rating in a research note on Wednesday, February 18th. Dbs Bank upgraded shares of International Business Machines from a “hold” rating to a “moderate buy” rating in a research note on Monday, January 19th. Wedbush restated an “outperform” rating and set a $320.00 price target on shares of International Business Machines in a research note on Wednesday, May 6th. Royal Bank Of Canada decreased their price target on shares of International Business Machines from $330.00 to $300.00 and set an “outperform” rating for the company in a research note on Wednesday, May 6th. Finally, HSBC upgraded shares of International Business Machines from a “reduce” rating to a “hold” rating and boosted their price target for the company from $218.00 to $231.00 in a research note on Tuesday, April 28th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and seven have assigned a Hold rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $294.41.
International Business Machines Stock Performance
The company has a debt-to-equity ratio of 1.75, a quick ratio of 0.76 and a current ratio of 0.80. The stock has a market cap of $205.27 billion, a P/E ratio of 19.31, a price-to-earnings-growth ratio of 2.27 and a beta of 0.58. The company’s 50 day moving average price is $241.64 and its 200-day moving average price is $276.07.
International Business Machines (NYSE:IBM – Get Free Report) last posted its earnings results on Wednesday, April 22nd. The technology company reported $1.91 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.81 by $0.10. International Business Machines had a net margin of 15.61% and a return on equity of 37.23%. The firm had revenue of $15.92 billion during the quarter, compared to analyst estimates of $15.60 billion. During the same quarter in the prior year, the business posted $1.60 EPS. The business’s revenue was up 9.5% compared to the same quarter last year. Equities analysts forecast that International Business Machines Corporation will post 12.4 EPS for the current fiscal year.
International Business Machines Increases Dividend
The company also recently announced a quarterly dividend, which will be paid on Wednesday, June 10th. Stockholders of record on Friday, May 8th will be paid a $1.69 dividend. This represents a $6.76 annualized dividend and a dividend yield of 3.1%. The ex-dividend date is Friday, May 8th. This is a positive change from International Business Machines’s previous quarterly dividend of $1.68. International Business Machines’s dividend payout ratio (DPR) is currently 59.77%.
Insider Activity
In other news, Director Michael Miebach bought 434 shares of International Business Machines stock in a transaction dated Wednesday, February 25th. The stock was purchased at an average price of $233.33 per share, for a total transaction of $101,265.22. Following the purchase, the director directly owned 434 shares in the company, valued at $101,265.22. The trade was a ∞ increase in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 0.27% of the stock is currently owned by insiders.
Hedge Funds Weigh In On International Business Machines
A number of hedge funds and other institutional investors have recently made changes to their positions in IBM. Norges Bank purchased a new position in shares of International Business Machines in the 4th quarter worth about $2,446,429,000. Capital World Investors boosted its holdings in shares of International Business Machines by 29.2% in the 4th quarter. Capital World Investors now owns 22,021,912 shares of the technology company’s stock worth $6,523,720,000 after buying an additional 4,976,756 shares during the last quarter. Price T Rowe Associates Inc. MD boosted its holdings in shares of International Business Machines by 83.4% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 5,617,117 shares of the technology company’s stock worth $1,663,847,000 after buying an additional 2,553,552 shares during the last quarter. Corient Private Wealth LLC boosted its holdings in shares of International Business Machines by 359.6% in the 4th quarter. Corient Private Wealth LLC now owns 1,896,675 shares of the technology company’s stock worth $561,814,000 after buying an additional 1,484,026 shares during the last quarter. Finally, Vanguard Group Inc. boosted its holdings in shares of International Business Machines by 1.5% in the 4th quarter. Vanguard Group Inc. now owns 97,216,131 shares of the technology company’s stock worth $28,796,390,000 after buying an additional 1,439,824 shares during the last quarter. 58.96% of the stock is owned by hedge funds and other institutional investors.
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.
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