International Business Machines Corporation (NYSE:IBM – Free Report) – Investment analysts at Erste Group Bank dropped their FY2027 EPS estimates for International Business Machines in a research note issued to investors on Tuesday, March 24th. Erste Group Bank analyst H. Engel now expects that the technology company will post earnings per share of $13.35 for the year, down from their previous estimate of $13.38. Erste Group Bank currently has a “Hold” rating on the stock. The consensus estimate for International Business Machines’ current full-year earnings is $10.78 per share.
IBM has been the subject of a number of other reports. Oppenheimer set a $380.00 target price on International Business Machines and gave the company an “outperform” rating in a report on Thursday, January 29th. Wedbush restated an “outperform” rating and set a $340.00 price target on shares of International Business Machines in a report on Tuesday, February 24th. Royal Bank Of Canada set a $361.00 price target on International Business Machines in a research report on Thursday, January 29th. Evercore lifted their price objective on International Business Machines from $330.00 to $345.00 and gave the company an “outperform” rating in a research note on Thursday, January 29th. Finally, Stifel Nicolaus boosted their price objective on International Business Machines from $325.00 to $340.00 and gave the stock a “buy” rating in a research report on Thursday, January 29th. One analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and eight have given a Hold rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $314.60.
International Business Machines Stock Performance
NYSE:IBM opened at $236.36 on Thursday. International Business Machines has a 52 week low of $214.50 and a 52 week high of $324.90. The company has a fifty day simple moving average of $265.48 and a two-hundred day simple moving average of $284.30. 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 market cap of $221.71 billion, a price-to-earnings ratio of 21.20, a price-to-earnings-growth ratio of 2.42 and a beta of 0.73.
International Business Machines (NYSE:IBM – Get Free Report) last announced its earnings results 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 firm had revenue of $19.69 billion for the quarter, compared to the consensus estimate of $19.23 billion. During the same period in the prior year, the firm earned $3.92 EPS. The firm’s revenue for the quarter was up 12.2% on a year-over-year basis.
International Business Machines Announces Dividend
The firm also recently declared a quarterly dividend, which was paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 10th were paid a $1.68 dividend. The ex-dividend date was Tuesday, February 10th. This represents a $6.72 dividend on an annualized basis and a yield of 2.8%. International Business Machines’s dividend payout ratio (DPR) is currently 60.27%.
Insider Transactions at International Business Machines
In other International Business Machines news, Director Michael Miebach bought 434 shares of the business’s stock in a transaction dated Wednesday, February 25th. The shares were acquired at an average price of $233.33 per share, with a total value of $101,265.22. Following the transaction, the director owned 434 shares of the company’s stock, valued at approximately $101,265.22. The trade was a ∞ increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, Director David N. Farr bought 1,000 shares of the firm’s stock in a transaction that occurred on Friday, January 30th. The shares were acquired at an average price of $304.00 per share, with a total value of $304,000.00. Following the purchase, the director owned 9,258 shares of the company’s stock, valued at $2,814,432. The trade was a 12.11% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. Insiders have acquired a total of 1,484 shares of company stock valued at $417,157 over the last ninety days. 0.27% of the stock is owned by company insiders.
Institutional Trading of International Business Machines
A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. Brighton Jones LLC grew its position in shares of International Business Machines by 12.4% in the 4th quarter. Brighton Jones LLC now owns 21,011 shares of the technology company’s stock valued at $4,619,000 after buying an additional 2,323 shares during the last quarter. Sivia Capital Partners LLC lifted its position in International Business Machines by 10.6% in the second quarter. Sivia Capital Partners LLC now owns 1,938 shares of the technology company’s stock valued at $571,000 after acquiring an additional 186 shares during the last quarter. Associated Banc Corp boosted its stake in International Business Machines by 1.5% in the second quarter. Associated Banc Corp now owns 16,251 shares of the technology company’s stock valued at $4,790,000 after acquiring an additional 244 shares in the last quarter. Richmond Investment Services LLC acquired a new position in International Business Machines in the second quarter valued at $351,000. Finally, Country Trust Bank grew its holdings in shares of International Business Machines by 22.2% during the second quarter. Country Trust Bank now owns 3,314 shares of the technology company’s stock worth $977,000 after purchasing an additional 601 shares during the last quarter. Institutional investors and hedge funds own 58.96% of the company’s stock.
Key International Business Machines News
Here are the key news stories impacting International Business Machines this week:
- Positive Sentiment: Quantum computing milestone may boost long‑term optionality: IBM reported that its quantum computer accurately simulated real magnetic materials (results match national lab data), a technical breakthrough that reinforces IBM’s leadership in quantum‑enabled R&D and potential future revenue streams. IBM Quantum Computer Accurately Simulates Real Magnetic Materials, Reproducing National Laboratory Data
- Positive Sentiment: Watsonx voice AI and agent enhancements could accelerate enterprise adoption: IBM partnered with ElevenLabs to add advanced, multilingual voice capabilities to watsonx Orchestrate and expanded security integrations with CrowdStrike, strengthening product differentiation for AI agents in regulated enterprises. IBM Expands watsonx Capability With Voice AI: Can it Fuel User Growth?
- Positive Sentiment: Open‑source and partner ecosystem moves support platform strategy: IBM contributed the llm-d project to CNCF and was highlighted as a Cloudera partner, signaling commitment to open infrastructure and channel reach that can help enterprise LLM adoption. IBM Pushes Open-Source AI Infrastructure with New llm-d Project
- Neutral Sentiment: Analysts expect continued earnings growth into Q1: Street models see low double‑digit EPS growth for FY2026 Q1, which supports expectations for continued margin expansion if execution holds. What to Expect From International Business Machines Q1 2026 Earnings Report
- Neutral Sentiment: Investor education and narrative pieces revisit IBM’s cloud/AI/consulting mix—useful context but less likely to move price immediately. What does IBM do? Inside its AI, cloud & consulting business
- Negative Sentiment: Workforce reshaping creates short‑term execution and sentiment risk: reports outline simultaneous job cuts and targeted hiring, which can cause investor concern about near‑term disruption and restructuring costs. IBM workforce changes 2026 explained: Why is IBM cutting jobs while planning to hire more?
- Negative Sentiment: Small analyst EPS downgrade and valuation pressure: Erste Group trimmed its FY2027 EPS estimate slightly and maintains a Hold, adding modest near‑term downward pressure when combined with the stock trading below its 50‑ and 200‑day averages. International Business Machines Stock Down 2.2%
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.
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