Key Points
- Director David Farr purchased 1,000 shares of IBM at $304.00 each (about $304,000), increasing his stake to 9,258 shares; the transaction was disclosed in an SEC filing.
- IBM beat Q4 estimates with $4.52 EPS (vs. $4.33 expected) and $19.69B revenue, citing strong software and AI momentum (software +14%, infrastructure +21%) and raising its FY‑2026 revenue outlook.
- The company declared a quarterly dividend of $1.68 (annualized $6.72, ~2.2% yield), while analysts have mostly raised price targets and the stock carries a consensus rating of "Moderate Buy" (average target ≈ $330).
International Business Machines Corporation (NYSE:IBM - Get Free Report) Director David Farr acquired 1,000 shares of the firm's stock in a transaction on Friday, January 30th. The shares were bought at an average cost of $304.00 per share, for a total transaction of $304,000.00. Following the completion of the acquisition, the director owned 9,258 shares of the company's stock, valued at approximately $2,814,432. This represents a 12.11% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at the SEC website.
International Business Machines Stock Down 0.9%
IBM stock opened at $306.48 on Friday. International Business Machines Corporation has a 52 week low of $214.50 and a 52 week high of $324.90. The company has a quick ratio of 0.89, a current ratio of 0.96 and a debt-to-equity ratio of 1.67. The firm has a 50-day simple moving average of $302.85 and a 200-day simple moving average of $283.14. The stock has a market capitalization of $286.48 billion, a P/E ratio of 27.49, a P/E/G ratio of 2.99 and a beta of 0.70.
International Business Machines (NYSE:IBM - Get Free Report) last issued its quarterly 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. 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 analyst estimates of $19.23 billion. During the same period last year, the company posted $3.92 EPS. International Business Machines's quarterly revenue was up 12.2% compared to the same quarter last year. Equities analysts forecast that International Business Machines Corporation will post 10.78 earnings per share for the current fiscal year.
International Business Machines Announces Dividend
The company 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. The ex-dividend date of this dividend is Tuesday, February 10th. This represents a $6.72 dividend on an annualized basis and a dividend yield of 2.2%. International Business Machines's payout ratio is currently 60.27%.
Wall Street Analysts Forecast Growth
A number of equities research analysts have recently issued reports on the stock. Bank of America upped their target price on shares of International Business Machines from $315.00 to $335.00 and gave the stock a "buy" rating in a report on Tuesday, January 13th. Argus set a $360.00 price target on shares of International Business Machines in a research report on Friday. Evercore ISI increased their price objective on shares of International Business Machines from $330.00 to $345.00 and gave the company an "outperform" rating in a report on Thursday. JPMorgan Chase & Co. raised their target price on shares of International Business Machines from $312.00 to $317.00 and gave the stock a "neutral" rating in a research note on Thursday. Finally, Stifel Nicolaus upped their price target on International Business Machines from $325.00 to $340.00 and gave the company a "buy" rating in a research report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the stock presently has an average rating of "Moderate Buy" and an average target price of $330.07.
Check Out Our Latest Stock Report on International Business Machines
International Business Machines News Roundup
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
Hedge Funds Weigh In On International Business Machines
Several institutional investors and hedge funds have recently bought and sold shares of the company. Family CFO Inc purchased a new stake in shares of International Business Machines during the 2nd quarter valued at approximately $25,000. Winnow Wealth LLC acquired a new stake in International Business Machines during the second quarter worth $27,000. Joseph Group Capital Management purchased a new stake in International Business Machines in the fourth quarter valued at $28,000. Mountain Hill Investment Partners Corp. purchased a new stake in International Business Machines in the third quarter valued at $28,000. Finally, SWAN Capital LLC acquired a new position in shares of International Business Machines in the 3rd quarter valued at $28,000. 58.96% of the stock is currently owned by institutional investors and hedge funds.
International Business Machines Company Profile
(
Get Free Report)
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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