Dbs Bank upgraded shares of International Business Machines (NYSE:IBM – Free Report) from a hold rating to a moderate buy rating in a research note released on Monday,Zacks.com reports.
IBM has been the subject of a number of other reports. Weiss Ratings raised shares of International Business Machines from a “hold (c+)” rating to a “buy (b)” rating in a research report on Saturday, October 25th. Royal Bank Of Canada boosted their target price on International Business Machines from $300.00 to $350.00 and gave the stock an “outperform” rating in a report on Monday, January 5th. Sanford C. Bernstein reaffirmed a “market perform” rating on shares of International Business Machines in a research report on Wednesday, December 10th. UBS Group reiterated a “sell” rating on shares of International Business Machines in a research note on Tuesday, December 9th. Finally, Erste Group Bank raised International Business Machines from a “hold” rating to a “buy” rating in a report on Friday, December 5th. One research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, five have given a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $303.38.
Get Our Latest Stock Analysis on International Business Machines
International Business Machines Price Performance
International Business Machines (NYSE:IBM – Get Free Report) last released its earnings results on Wednesday, October 22nd. The technology company reported $2.65 earnings per share for the quarter, topping the consensus estimate of $2.45 by $0.20. The business had revenue of $16.33 billion for the quarter, compared to the consensus estimate of $16.10 billion. International Business Machines had a net margin of 12.09% and a return on equity of 37.76%. The firm’s quarterly revenue was up 9.1% compared to the same quarter last year. During the same period last year, the firm posted $2.30 earnings per share. On average, analysts forecast that International Business Machines will post 10.78 earnings per share for the current year.
International Business Machines Dividend Announcement
The business also recently disclosed a quarterly dividend, which was paid on Wednesday, December 10th. Stockholders of record on Monday, November 10th were paid a $1.68 dividend. This represents a $6.72 annualized dividend and a dividend yield of 2.2%. The ex-dividend date was Monday, November 10th. International Business Machines’s dividend payout ratio is currently 80.38%.
Institutional Trading of International Business Machines
Several institutional investors have recently bought and sold shares of IBM. ASL Financial LLC bought a new position in International Business Machines during the 4th quarter valued at about $451,000. Essex LLC increased its stake in shares of International Business Machines by 0.5% in the 4th quarter. Essex LLC now owns 9,501 shares of the technology company’s stock valued at $2,814,000 after buying an additional 44 shares during the period. Wealth Management Associates Inc. raised its holdings in International Business Machines by 7.7% during the 4th quarter. Wealth Management Associates Inc. now owns 5,975 shares of the technology company’s stock worth $1,770,000 after purchasing an additional 426 shares during the last quarter. Partners Wealth Management LLC lifted its holdings in International Business Machines by 3.5% in the fourth quarter. Partners Wealth Management LLC now owns 1,474 shares of the technology company’s stock valued at $437,000 after buying an additional 50 shares during the period. Finally, Aspire Capital Advisors LLC lifted its stake in shares of International Business Machines by 17.4% in the 4th quarter. Aspire Capital Advisors LLC now owns 1,045 shares of the technology company’s stock valued at $310,000 after purchasing an additional 155 shares during the period. Institutional investors and hedge funds own 58.96% of the company’s stock.
More International Business Machines News
Here are the key news stories impacting International Business Machines this week:
- Positive Sentiment: IBM launched “Enterprise Advantage,” a new asset-based consulting service to help clients build, govern and operate internal AI platforms at scale — a direct revenue play into the growing demand for enterprise AI services. IBM Launches Enterprise Advantage Service
- Positive Sentiment: IBM and telecom operator e& announced deployment of enterprise-grade agentic AI (watsonx Orchestrate) for governance and compliance — a high-profile Davos announcement that signals large-customer adoption of IBM’s stack. e& and IBM Unveil Enterprise-Grade Agentic AI
- Positive Sentiment: Analysis highlights that IBM’s Infrastructure segment profit surged ~53%, driven by AI, hybrid cloud and mainframe demand — evidence of improving enterprise spending and higher-margin mix. Can IBM’s Focus on the Infrastructure Segment Aid the Stock?
- Positive Sentiment: BofA raised its price target to $335 while keeping a Buy rating, citing strong free cash flow and a shift to higher‑margin software despite some near-term margin pressure — an influential analyst upgrade that supports investor appetite. BofA lifts IBM target, sees strong cash flow despite near-term margin pressure
- Positive Sentiment: IBM’s own Institute for Business Value study projects AI will shift from efficiency to revenue generation by 2030, reinforcing the narrative of long-term demand for IBM’s AI and hybrid-cloud offerings. IBM Study: AI Poised to Drive Smarter Business Growth Through 2030
- Positive Sentiment: High-profile media/analyst endorsements — including Jim Cramer and a Motley Fool piece naming IBM as an attractive tech pick — add positive sentiment and may attract retail interest. Jim Cramer on International Business Machines
- Neutral Sentiment: Unrelated political trading notes referenced historical trades in IBM stock by a public official; no clear near-term impact on IBM fundamentals. Net Worth Update: Representative Judy Chu
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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