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

Shares of International Business Machines Corporation (NYSE:IBM) have earned a consensus rating of “Moderate Buy” from the nineteen research firms that are covering the firm, Marketbeat.com reports. One analyst has rated the stock with a sell recommendation, five have assigned a hold recommendation, twelve have given a buy recommendation and one has given a strong buy recommendation to the company. The average twelve-month price objective among brokerages that have issued a report on the stock in the last year is $330.0667.

Several analysts recently issued reports on IBM shares. UBS Group set a $317.00 price target on shares of International Business Machines in a research report on Thursday. Jefferies Financial Group upped their target price on International Business Machines from $360.00 to $370.00 and gave the stock a “buy” rating in a research note on Thursday. Royal Bank Of Canada set a $361.00 price target on International Business Machines in a research note on Thursday. Evercore ISI boosted their price target on International Business Machines from $330.00 to $345.00 and gave the stock an “outperform” rating in a report on Thursday, January 29th. Finally, Argus set a $360.00 price objective on International Business Machines in a research note on Friday.

International Business Machines Stock Performance

IBM opened at $314.56 on Thursday. The firm has a market cap of $294.03 billion, a P/E ratio of 28.21, a price-to-earnings-growth ratio of 3.08 and a beta of 0.69. The business’s fifty day moving average is $303.05 and its 200-day moving average is $283.38. International Business Machines has a 52-week low of $214.50 and a 52-week high of $324.90. The company has a debt-to-equity ratio of 1.67, a quick ratio of 0.92 and a current ratio of 0.96.

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

International Business Machines Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 10th will be paid a $1.68 dividend. This represents a $6.72 dividend on an annualized basis and a dividend yield of 2.1%. The ex-dividend date is Tuesday, February 10th. International Business Machines’s dividend payout ratio (DPR) is presently 60.27%.

Trending Headlines about International Business Machines

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

• Positive Sentiment: IBM emphasizes enterprise AI and added PepsiCo’s chief to its board, reinforcing strategy and corporate governance as it pushes deeper into high-margin AI services. IBM Deepens Enterprise AI Push As Board Adds PepsiCo Chief
• Positive Sentiment: Markets are rewarding IBM’s recent quarterly beat and “robust” results, which underpin the view that AI-related revenue growth is accelerating. IBM Shares Surge on Robust Quarterly Performance
• Positive Sentiment: Analysts and price targets are trending higher (Stifel raised its target; a separate report noted a $345 target), supporting upside expectations. Why Stifel Says IBM Remains a Top Large-Cap Defensive AI Stock Price Target Raised to $345.00
• Positive Sentiment: High-profile bullish commentary (Jim Cramer and others) frames IBM as an undervalued, large-cap AI play, which can attract retail and momentum flows. Jim Cramer Says “IBM’s the Rare AI Winner…”
• Positive Sentiment: Insider buying (David Farr purchased shares) signals some confidence from within the company’s leadership circle. David Farr Acquires 1,000 Shares
• Neutral Sentiment: QuiverQuant data shows heavy institutional interest and mixed hedge‑fund moves, plus a range of analyst ratings—evidence of active repositioning rather than consensus direction. Quiver Quantitative IBM Data
• Neutral Sentiment: IBM won a UK defence deal to consolidate legacy systems into an AI platform — a meaningful government contract that supports long-term revenue visibility but will play out over time. Zacks: Federal Contracts and Growth
• Neutral Sentiment: Coverage on IBM’s role in quantum computing and ecosystem partnerships highlights longer-term optionality but is not an immediate earnings driver. TipRanks: Quantum Computing News
• Neutral Sentiment: Smaller ecosystem news (e.g., partnerships using IBM-based systems) supports platform adoption but has limited direct impact on IBM’s near-term revenue. Benzinga: Fusemachines Partnership

Insider Transactions at International Business Machines

In related news, Director David N. Farr acquired 1,000 shares of the stock in a transaction that occurred on Friday, January 30th. The stock was acquired at an average cost of $304.00 per share, for a total transaction of $304,000.00. Following the transaction, the director directly owned 9,258 shares in the company, valued at $2,814,432. This trade represents a 12.11% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. 0.18% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On International Business Machines

A number of hedge funds and other institutional investors have recently bought and sold shares of the company. Family CFO Inc acquired a new stake in International Business Machines during the 2nd quarter worth approximately $25,000. Winnow Wealth LLC acquired a new position in International Business Machines during the 2nd quarter worth about $27,000. Mountain Hill Investment Partners Corp. bought a new stake in shares of International Business Machines in the 3rd quarter valued at about $28,000. Joseph Group Capital Management acquired a new stake in shares of International Business Machines in the fourth quarter valued at about $28,000. Finally, SWAN Capital LLC bought a new position in shares of International Business Machines during the third quarter worth about $28,000. Institutional investors own 58.96% of the company’s stock.

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.