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

Shares of International Business Machines Corporation (NYSE:IBM) have been given an average rating of “Moderate Buy” by the twenty-three analysts that are covering the firm, Marketbeat reports. Eight equities research analysts have rated the stock with a hold rating, fourteen have given a buy rating and one has given a strong buy rating to the company. The average 12-month price target among brokers that have issued a report on the stock in the last year is $304.1667.

A number of analysts recently commented on the company. Morgan Stanley lifted their price objective on International Business Machines from $215.00 to $225.00 and gave the stock an “equal weight” rating in a research report on Thursday, April 23rd. Roth Mkm reiterated a “buy” rating on shares of International Business Machines in a research report on Wednesday, June 3rd. Weiss Ratings cut International Business Machines from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Thursday, May 21st. Needham & Company LLC assumed coverage on International Business Machines in a research report on Wednesday, June 3rd. They set a “buy” rating for the company. Finally, Erste Group Bank cut International Business Machines from a “buy” rating to a “hold” rating in a research report on Wednesday, February 18th.

International Business Machines Trading Down 1.3%

International Business Machines stock opened at $277.22 on Wednesday. The stock has a market cap of $260.55 billion, a PE ratio of 24.51, a P/E/G ratio of 2.91 and a beta of 0.67. The stock has a 50-day moving average price of $248.08 and a 200 day moving average price of $270.61. International Business Machines has a 52 week low of $212.34 and a 52 week high of $332.46. The company has a current ratio of 0.80, a quick ratio of 0.76 and a debt-to-equity ratio of 1.75.

International Business Machines (NYSE:IBM) last posted its quarterly earnings data on Wednesday, April 22nd. The technology company reported $1.91 EPS for the quarter, topping analysts’ consensus estimates of $1.81 by $0.10. The firm had revenue of $15.92 billion during the quarter, compared to analysts’ expectations of $15.60 billion. International Business Machines had a return on equity of 37.23% and a net margin of 15.61%.The firm’s quarterly revenue was up 9.5% compared to the same quarter last year. During the same quarter last year, the business posted $1.60 EPS. Equities research analysts predict that International Business Machines will post 12.4 earnings per share for the current fiscal year.

International Business Machines Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, June 10th. Shareholders of record on Friday, May 8th will be issued a $1.69 dividend. This is a positive change from International Business Machines’s previous quarterly dividend of $1.68. The ex-dividend date is Friday, May 8th. This represents a $6.76 annualized dividend and a yield of 2.4%. International Business Machines’s dividend payout ratio (DPR) is presently 59.77%.

Institutional Trading of International Business Machines

Several hedge funds and other institutional investors have recently added to or reduced their stakes in IBM. Norges Bank purchased a new stake in International Business Machines in the 4th quarter valued at about $2,446,429,000. Capital World Investors grew its holdings in 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 valued at $6,523,720,000 after buying an additional 4,976,756 shares during the period. Price T Rowe Associates Inc. MD grew its holdings in 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 valued at $1,663,847,000 after buying an additional 2,553,552 shares during the period. Corient Private Wealth LLC grew its holdings in 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 valued at $561,814,000 after buying an additional 1,484,026 shares during the period. Finally, Vanguard Group Inc. grew its holdings in 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 valued at $28,796,390,000 after buying an additional 1,439,824 shares during the period. Hedge funds and other institutional investors 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 expanded its collaboration with JA Worldwide through IBM SkillsBuild, aiming to deliver AI and digital-skills training to up to one million high-school students. The move supports IBM’s broader AI education push and strengthens its brand in enterprise and workforce training. Article Title
• Positive Sentiment: Multiple recent articles highlighted IBM’s $10 billion commitment to quantum computing and CEO Arvind Krishna’s upbeat comments on quantum advantage, AI adoption, and profit strategy. These developments reinforce the bull case that IBM is building a meaningful long-term growth engine beyond traditional IT services. Article Title
• Positive Sentiment: IBM also received favorable commentary from Wall Street watchers, with articles calling it a buy for long-term investors and noting that some market participants prefer IBM’s more established quantum strategy over smaller rivals. That kind of sentiment can help support the stock. Article Title
• Neutral Sentiment: IBM and Google Cloud announced a new consulting practice combining IBM Consulting Advantage with Gemini Enterprise AI to speed AI adoption and systems modernization. The partnership is strategically positive, but its near-term financial impact is still unclear. Article Title
• Negative Sentiment: Some coverage emphasized IBM’s recent share weakness and suggested investors are waiting for a better entry point after the quantum-computing announcement. That indicates the market may be cautious about whether IBM’s large AI and quantum investments will translate into faster earnings growth soon enough. Article Title
• Negative Sentiment: Several pieces also flagged enterprise AI governance and oversight concerns, arguing that CIOs still struggle with budget control, security incidents, and governance gaps. For IBM, these concerns could temper enthusiasm around its AI-related products and consulting growth. Article Title

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.