David Farr Acquires 1,000 Shares of International Business Machines (NYSE:IBM) Stock

International Business Machines Corporation (NYSE:IBM) Director David Farr bought 1,000 shares of the firm’s stock in a transaction that occurred on Friday, January 30th. The stock was acquired at an average price of $304.00 per share, for a total transaction of $304,000.00. Following the transaction, the director 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 purchase was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website.

International Business Machines Stock Performance

NYSE IBM opened at $306.48 on Friday. The company has a 50-day simple moving average of $302.85 and a two-hundred day simple moving average of $283.15. International Business Machines Corporation has a 12-month low of $214.50 and a 12-month high of $324.90. The firm has a market cap of $286.48 billion, a price-to-earnings ratio of 27.49, a PEG ratio of 2.99 and a beta of 0.70. The company has a quick ratio of 0.89, a current ratio of 0.96 and a debt-to-equity ratio of 1.67.

International Business Machines (NYSE:IBM) last released its earnings results on Wednesday, January 28th. The technology company reported $4.52 earnings per share for the quarter, beating analysts’ consensus estimates of $4.33 by $0.19. The company had revenue of $19.69 billion during the quarter, compared to analyst estimates 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 revenue for the quarter was up 12.2% on a year-over-year basis. During the same quarter in the previous year, the company posted $3.92 EPS. On average, equities analysts forecast that International Business Machines Corporation will post 10.78 EPS for the current year.

International Business Machines Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Tuesday, February 10th will be paid a $1.68 dividend. This represents a $6.72 annualized dividend and a dividend yield of 2.2%. The ex-dividend date of this dividend is Tuesday, February 10th. International Business Machines’s payout ratio is presently 60.27%.

Analyst Ratings Changes

A number of equities analysts have issued reports on IBM shares. Erste Group Bank upgraded shares of International Business Machines from a “hold” rating to a “buy” rating in a research report on Friday, December 5th. Wall Street Zen downgraded International Business Machines from a “buy” rating to a “hold” rating in a report on Sunday, January 11th. BMO Capital Markets reiterated a “market perform” rating and issued a $350.00 price objective on shares of International Business Machines in a report on Thursday. Argus set a $360.00 price objective on International Business Machines in a research report on Friday. Finally, Evercore ISI upped their target price on International Business Machines from $330.00 to $345.00 and gave the company an “outperform” rating in a report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, five have given a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $330.07.

Trending Headlines about International Business Machines

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

• Positive Sentiment: Q4 beat and upgraded 2026 revenue outlook — IBM reported better‑than‑expected Q4 EPS and revenue, highlighted strong software and AI (watsonx/Red Hat) momentum, and gave FY‑2026 revenue guidance above Street consensus. These fundamentals are the primary driver of recent upside interest. IBM Q4 Earnings Surpass Estimates
• Positive Sentiment: AI & software growth narrative strengthened — Management said AI‑related revenue and software growth powered the quarter (software +14%, infrastructure +21%), and IBM is positioning with its Confluent acquisition to expand data streaming for AI workloads — a strategic tailwind for valuation. Analysis Of IBM’s Confluent Acquisition
• Positive Sentiment: Analyst upgrades and higher targets — Multiple firms lifted price targets and reiterated buy/outperform views after the quarter (Evercore to $345 outperf; JPMorgan raised its target). Upgrades add buying pressure and validate management’s AI story. Evercore Raises Target JPMorgan Raises IBM Target
• Positive Sentiment: Shareholder returns intact — IBM declared its quarterly dividend ($1.68 per share), supporting income investors and signaling confidence in cash flow. (Ex‑dividend date noted in company disclosures.)
• Positive Sentiment: Board addition brings operating experience — IBM elected Ramon L. Laguarta (former PepsiCo CEO) to the board, adding consumer‑sector and global ops expertise that investors often view as governance strength. IBM Elects Ramon L. Laguarta
• Neutral Sentiment: Large bond sale draws attention to funding and leverage — IBM has launched multi‑part bond offerings (euro and dollar) to fund deals and operations; investors are parsing issuance size, yields and the impact on balance‑sheet leverage. This is a funding update rather than an earnings surprise, so impact is mixed. IBM Bond Sale Puts Fresh Funding And Valuation In Investor Focus
• Negative Sentiment: Bearish/critical takes remain — Some analysts and commentaries highlight risks (execution, macro sensitivity, or areas of weakness) and published critical pieces framing cautionary scenarios that can pressure sentiment after initial euphoria. IBM: Limping Into 2026

Institutional Trading of International Business Machines

Hedge funds and other institutional investors have recently made changes to their positions in the stock. Brighton Jones LLC lifted its stake in International Business Machines by 12.4% during the 4th quarter. Brighton Jones LLC now owns 21,011 shares of the technology company’s stock valued at $4,619,000 after acquiring an additional 2,323 shares during the period. Trinity Legacy Partners LLC purchased a new position in shares of International Business Machines during the second quarter valued at approximately $203,000. Sivia Capital Partners LLC lifted its position in International Business Machines by 10.6% during the second quarter. Sivia Capital Partners LLC now owns 1,938 shares of the technology company’s stock valued at $571,000 after purchasing an additional 186 shares during the period. Impact Capital Partners LLC lifted its position in International Business Machines by 12.1% during the second quarter. Impact Capital Partners LLC now owns 1,227 shares of the technology company’s stock valued at $362,000 after purchasing an additional 132 shares during the period. Finally, SOA Wealth Advisors LLC. grew its position in International Business Machines by 17.6% in the 2nd quarter. SOA Wealth Advisors LLC. now owns 3,526 shares of the technology company’s stock worth $1,039,000 after purchasing an additional 527 shares during the period. Hedge funds and other 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.