International Business Machines (NYSE:IBM) Director Michael Miebach Acquires 434 Shares

International Business Machines Corporation (NYSE:IBM) Director Michael Miebach acquired 434 shares of the company’s stock in a transaction 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 completion of the purchase, the director directly owned 434 shares of the company’s stock, valued at $101,265.22. This trade represents a ∞ increase in their ownership of the stock. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website.

International Business Machines Trading Up 2.3%

International Business Machines stock traded up $5.42 during midday trading on Thursday, reaching $242.96. The stock had a trading volume of 3,330,298 shares, compared to its average volume of 5,942,983. 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 company has a fifty day moving average of $289.56 and a 200 day moving average of $283.85. International Business Machines Corporation has a 52-week low of $214.50 and a 52-week high of $324.90. The firm has a market cap of $227.10 billion, a price-to-earnings ratio of 21.79, a price-to-earnings-growth ratio of 2.30 and a beta of 0.69.

International Business Machines (NYSE:IBM) last released its quarterly earnings data on Wednesday, January 28th. The technology company reported $4.52 EPS for the quarter, topping the consensus estimate of $4.33 by $0.19. The company had revenue of $19.69 billion for the quarter, compared to the consensus estimate of $19.23 billion. International Business Machines had a return on equity of 38.15% and a net margin of 15.69%.International Business Machines’s quarterly revenue was up 12.2% on a year-over-year basis. During the same period last year, the business posted $3.92 EPS. On average, analysts anticipate that International Business Machines Corporation will post 10.78 earnings per share for the current fiscal year.

International Business Machines Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 10th will be given 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 yield of 2.8%. International Business Machines’s payout ratio is currently 60.27%.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently added to or reduced their stakes in the stock. Foster Group Inc. raised its holdings in International Business Machines by 1.3% in the 4th quarter. Foster Group Inc. now owns 2,507 shares of the technology company’s stock worth $742,000 after purchasing an additional 33 shares during the period. CVA Family Office LLC grew its holdings in shares of International Business Machines by 1.4% in the 4th quarter. CVA Family Office LLC now owns 2,389 shares of the technology company’s stock worth $708,000 after acquiring an additional 33 shares during the last quarter. New Covenant Trust Company N.A. boosted its position in International Business Machines by 3.8% during the fourth quarter. New Covenant Trust Company N.A. now owns 905 shares of the technology company’s stock valued at $264,000 after purchasing an additional 33 shares during the last quarter. McGowan Group Asset Management Inc. increased its position in International Business Machines by 1.2% in the 4th quarter. McGowan Group Asset Management Inc. now owns 2,693 shares of the technology company’s stock worth $798,000 after purchasing an additional 33 shares during the last quarter. Finally, CFS Investment Advisory Services LLC increased its holdings in International Business Machines by 0.4% in the third quarter. CFS Investment Advisory Services LLC now owns 9,359 shares of the technology company’s stock worth $2,878,000 after buying an additional 34 shares during the last quarter. 58.96% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several equities research analysts have commented on IBM shares. Bank of America upped their price objective on International Business Machines from $315.00 to $335.00 and gave the stock a “buy” rating in a research report on Tuesday, January 13th. Morgan Stanley decreased their price objective on shares of International Business Machines from $304.00 to $247.00 and set an “equal weight” rating for the company in a research note on Wednesday. Stifel Nicolaus increased their price target on International Business Machines from $325.00 to $340.00 and gave the company a “buy” rating in a report on Thursday, January 29th. Royal Bank Of Canada set a $361.00 target price on International Business Machines in a research report on Thursday, January 29th. Finally, Weiss Ratings reiterated a “buy (b)” rating on shares of International Business Machines in a report on Thursday, January 22nd. One equities research analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and eight have issued a Hold rating to the stock. According to data from MarketBeat.com, International Business Machines currently has a consensus rating of “Moderate Buy” and a consensus price target of $320.87.

International Business Machines News Roundup

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

• Positive Sentiment: UBS upgraded IBM from “Sell” to “Neutral,” saying the recent selloff improved the stock’s risk/reward; the upgrade helped spark buying interest and was widely cited as a near-term catalyst. UBS upgrades International Business Machines (IBM)
• Positive Sentiment: IBM won a new Department of War/deputy agency contract (ceiling ~$112M) to modernize electronic shelf labels for commissaries — a concrete revenue/contract win that supports IBM’s services and systems-integration momentum. IBM Awarded Defense Commissary Agency Contract to Modernize Electronic Shelf Label System
• Positive Sentiment: Company insiders/directors increased holdings (recent purchases disclosed), a vote of confidence from management-level insiders that often supports investor sentiment after volatile moves. IBM Directors Quietly Boost Their Stakes in a Big-Name Tech Giant
• Positive Sentiment: Several analyst notes and deep-dive pieces argue the sharp selloff was overdone — citing strong Q4 results, record free cash flow, and recent strategic acquisitions that reinforce IBM’s hybrid-cloud and AI positioning, which supports a recovery narrative. IBM’s Steep Drop on AI Fears May Be an Overreaction
• Neutral Sentiment: Morgan Stanley trimmed its price target from $304 to $247 and set an “equal weight” rating — a moderation of expectations that tempers upside but is not a full downgrade; it adds pressure on sentiment while signalling a more cautious outlook. International Business Machines Stock: Price Target Lowered by Morgan Stanley
• Negative Sentiment: AI rival Anthropic’s Claude Code announcement (tools to modernize COBOL) triggered a sharp prior selloff amid fears such tools could disrupt IBM’s legacy modernization services — that narrative remains the principal near-term downside risk for the stock. IBM Is Just AI’s Latest Victim

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.