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

International Business Machines Corporation (NYSE:IBM) has received a consensus recommendation of “Moderate Buy” from the twenty-one brokerages that are currently covering the firm, MarketBeat reports. Eight investment analysts have rated the stock with a hold rating, twelve have assigned a buy rating and one has issued a strong buy rating on the company. The average 1-year price objective among analysts that have issued ratings on the stock in the last year is $299.1667.

Several equities analysts have weighed in on IBM shares. Oppenheimer reduced their price objective on International Business Machines from $380.00 to $320.00 and set an “outperform” rating for the company in a report on Thursday, April 16th. Morgan Stanley increased their price objective on International Business Machines from $215.00 to $225.00 and gave the company an “equal weight” rating in a report on Thursday, April 23rd. Erste Group Bank lowered International Business Machines from a “buy” rating to a “hold” rating in a report on Wednesday, February 18th. JPMorgan Chase & Co. reduced their price objective on International Business Machines from $317.00 to $283.00 and set a “neutral” rating for the company in a report on Wednesday, March 18th. Finally, Citigroup reissued a “buy” rating on shares of International Business Machines in a report on Tuesday.

International Business Machines Stock Performance

IBM stock opened at $329.72 on Wednesday. The firm has a market cap of $309.90 billion, a PE ratio of 29.15, a P/E/G ratio of 3.32 and a beta of 0.67. The company has a quick ratio of 0.76, a current ratio of 0.80 and a debt-to-equity ratio of 1.75. The business has a 50 day moving average of $241.55 and a 200-day moving average of $270.75. International Business Machines has a 12-month low of $212.34 and a 12-month high of $332.46.

International Business Machines (NYSE:IBM) last released its earnings results on Wednesday, April 22nd. The technology company reported $1.91 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.81 by $0.10. The company had revenue of $15.92 billion during the quarter, compared to analyst estimates of $15.60 billion. International Business Machines had a return on equity of 37.23% and a net margin of 15.61%.During the same period in the prior year, the company posted $1.60 earnings per share. International Business Machines’s quarterly revenue was up 9.5% on a year-over-year basis. As a group, sell-side analysts expect that International Business Machines will post 12.4 earnings per share for the current year.

International Business Machines Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, June 10th. Shareholders of record on Friday, May 8th will be issued a dividend of $1.69 per share. This represents a $6.76 annualized dividend and a yield of 2.1%. This is a positive change from International Business Machines’s previous quarterly dividend of $1.68. The ex-dividend date of this dividend is Friday, May 8th. International Business Machines’s dividend payout ratio is currently 59.77%.

Hedge Funds Weigh In On International Business Machines

Institutional investors and hedge funds have recently bought and sold shares of the company. Norges Bank purchased a new stake in shares of International Business Machines during the fourth quarter worth $2,446,429,000. Capital World Investors lifted its position in shares of International Business Machines by 29.2% during the fourth quarter. Capital World Investors now owns 22,021,912 shares of the technology company’s stock worth $6,523,720,000 after acquiring an additional 4,976,756 shares in the last quarter. Price T Rowe Associates Inc. MD lifted its position in shares of International Business Machines by 83.4% during the fourth 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 acquiring an additional 2,553,552 shares in the last quarter. Corient Private Wealth LLC lifted its position in shares of International Business Machines by 359.6% during the fourth quarter. Corient Private Wealth LLC now owns 1,896,675 shares of the technology company’s stock worth $561,814,000 after acquiring an additional 1,484,026 shares in the last quarter. Finally, Vanguard Group Inc. lifted its position in shares of International Business Machines by 1.5% during the fourth quarter. Vanguard Group Inc. now owns 97,216,131 shares of the technology company’s stock worth $28,796,390,000 after acquiring an additional 1,439,824 shares in the last quarter. 58.96% of the stock is owned by institutional investors.

International Business Machines News Roundup

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

• Positive Sentiment: IBM’s $10 billion quantum-computing investment plan boosted investor enthusiasm by signaling a long-term push to lead in fault-tolerant quantum systems. IBM Commits More Than $10 Billion to Quantum Computing
• Positive Sentiment: Barclays initiated coverage with an Overweight rating and a $350 price target, while Wedbush also raised its target, suggesting Wall Street sees more upside despite the run-up. Wedbush lifts IBM price target as AI transformation fears give way to execution confidence
• Positive Sentiment: Coverage highlighting IBM as a top quantum-computing beneficiary in 2026 added to momentum, with investors viewing IBM as a potential leader in the sector. Why IBM Could Be One of the Biggest Quantum Computing Winners in 2026
• Neutral Sentiment: Recent articles also pointed to IBM’s stock being expensive after the rally, with some analysts flagging overvaluation risk as expectations rose quickly. IBM Stock Surges on Trump Video, $10B Quantum Bet: Analysts Flag Overvaluation Risk
• Neutral Sentiment: IBM also benefited from broader AI/software optimism after Nvidia-related commentary eased fears that AI would displace enterprise software vendors, supporting the stock’s move. Arm, IBM and Hewlett Packard soar as Nvidia chip ‘reinvention’ extends software rally

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.