International Business Machines (NYSE:IBM) Price Target Raised to $345.00

International Business Machines (NYSE:IBM) had its price objective upped by Evercore ISI from $330.00 to $345.00 in a research note published on Thursday, MarketBeat.com reports. They currently have an outperform rating on the technology company’s stock.

IBM has been the subject of a number of other research reports. BMO Capital Markets reiterated a “market perform” rating and issued a $350.00 target price on shares of International Business Machines in a report on Thursday. Sanford C. Bernstein reiterated a “market perform” rating on shares of International Business Machines in a research note on Wednesday, December 10th. JPMorgan Chase & Co. increased their price target on shares of International Business Machines from $290.00 to $312.00 and gave the company a “neutral” rating in a research report on Wednesday, January 21st. Stifel Nicolaus upped their target price on International Business Machines from $295.00 to $325.00 and gave the company a “buy” rating in a research report on Tuesday, December 9th. Finally, Erste Group Bank raised shares of International Business Machines from a “hold” rating to a “buy” rating in a report on Friday, December 5th. One equities research 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 given a Sell rating to the company’s stock. According to data from MarketBeat, International Business Machines presently has an average rating of “Moderate Buy” and a consensus price target of $330.07.

International Business Machines Stock Down 0.9%

IBM opened at $306.48 on Thursday. 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 has a twelve month low of $214.50 and a twelve month high of $324.90. The stock has a market capitalization 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 firm has a 50 day moving average price of $302.85 and a 200-day moving average price of $283.15.

International Business Machines (NYSE:IBM) last announced its earnings results on Wednesday, January 28th. The technology company reported $4.52 EPS for the quarter, topping analysts’ consensus estimates of $4.33 by $0.19. International Business Machines had a return on equity of 38.15% and a net margin of 15.69%.The company had revenue of $19.69 billion for the quarter, compared to analysts’ expectations of $19.23 billion. During the same period last year, the firm earned $3.92 EPS. International Business Machines’s revenue for the quarter was up 12.2% compared to the same quarter last year. Equities research analysts forecast that International Business Machines will post 10.78 earnings per share for the current year.

International Business Machines Dividend Announcement

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

Insider Buying and Selling at International Business Machines

In related news, Director David N. Farr acquired 1,000 shares of the stock in a transaction dated Friday, January 30th. The stock was acquired at an average cost of $304.00 per share, with a total value of $304,000.00. Following the completion of the transaction, the director owned 9,258 shares in the company, valued at $2,814,432. This represents a 12.11% increase in their position. The purchase was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Company insiders own 0.18% of the company’s stock.

Institutional Investors Weigh In On International Business Machines

A number of institutional investors and hedge funds have recently bought and sold shares of the stock. Norges Bank bought a new position in shares of International Business Machines in the second quarter valued at approximately $2,011,122,000. Capital World Investors increased its position in shares of International Business Machines by 13.9% in the third quarter. Capital World Investors now owns 17,045,156 shares of the technology company’s stock worth $4,809,461,000 after acquiring an additional 2,077,506 shares in the last quarter. Vanguard Group Inc. boosted its position in International Business Machines by 2.1% during the 2nd quarter. Vanguard Group Inc. now owns 95,051,475 shares of the technology company’s stock worth $28,019,274,000 after acquiring an additional 1,913,708 shares during the period. Laurel Wealth Advisors LLC increased its position in International Business Machines by 27,928.2% in the 2nd quarter. Laurel Wealth Advisors LLC now owns 1,903,116 shares of the technology company’s stock worth $561,001,000 after purchasing an additional 1,896,326 shares during the last quarter. Finally, First Trust Advisors LP boosted its holdings in International Business Machines by 39.6% in the third quarter. First Trust Advisors LP now owns 3,052,880 shares of the technology company’s stock worth $861,401,000 after purchasing an additional 865,253 shares in the last quarter. Hedge funds and other institutional investors own 58.96% of the company’s stock.

More International Business Machines News

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

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.