Key Points
- Director Michael Miebach purchased 434 shares of IBM at an average price of $233.33 on Feb. 25, a transaction valued at about $101,265 disclosed in an SEC filing.
- IBM topped expectations in its latest quarter with Q4 EPS $4.52 vs. $4.33 and revenue of $19.69B (up 12.2% YoY), and analysts carry a consensus "Moderate Buy" rating with a target near $320.87.
- The company announced a quarterly dividend of $1.68 (annualized $6.72) for roughly a 2.8% yield, and shares recently traded around $242.96 within a one‑year range of $214.50–$324.90.
International Business Machines Corporation (NYSE:IBM - Get Free Report) Director Michelle Howard purchased 50 shares of the company's stock in a transaction that occurred on Wednesday, February 25th. The shares were purchased at an average price of $237.83 per share, for a total transaction of $11,891.50. Following the purchase, the director directly owned 194 shares in the company, valued at $46,139.02. The trade was a 34.72% increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink.
International Business Machines Stock Performance
Shares of IBM stock traded up $4.15 during trading hours on Thursday, hitting $241.69. The stock had a trading volume of 3,895,179 shares, compared to its average volume of 5,956,742. The company has a debt-to-equity ratio of 1.67, a current ratio of 0.96 and a quick ratio of 0.92. The firm has a market capitalization of $225.91 billion, a PE ratio of 21.67, a PEG ratio of 2.30 and a beta of 0.69. The stock's 50 day moving average is $289.56 and its 200 day moving average is $283.85. International Business Machines Corporation has a twelve month low of $214.50 and a twelve month high of $324.90.
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, topping analysts' consensus estimates of $4.33 by $0.19. The firm had revenue of $19.69 billion during the quarter, compared to analysts' expectations of $19.23 billion. International Business Machines had a net margin of 15.69% and a return on equity of 38.15%. International Business Machines's quarterly revenue was up 12.2% compared to the same quarter last year. During the same quarter in the prior year, the business earned $3.92 EPS. As a group, research analysts forecast that International Business Machines Corporation will post 10.78 earnings per share for the current fiscal year.
International Business Machines Dividend Announcement
The business also recently announced 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. 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 2.8%. International Business Machines's payout ratio is presently 60.27%.
More International Business Machines News
Here are the key news stories impacting International Business Machines this week:
- Positive Sentiment: UBS upgraded IBM from "Sell" to "Neutral," saying the recent selloff improved the stock's risk/reward; the upgrade helped spark buying interest and was widely cited as a near-term catalyst. UBS upgrades International Business Machines (IBM)
- Positive Sentiment: IBM won a new Department of War/deputy agency contract (ceiling ~$112M) to modernize electronic shelf labels for commissaries — a concrete revenue/contract win that supports IBM's services and systems-integration momentum. IBM Awarded Defense Commissary Agency Contract to Modernize Electronic Shelf Label System
- Positive Sentiment: Company insiders/directors increased holdings (recent purchases disclosed), a vote of confidence from management-level insiders that often supports investor sentiment after volatile moves. IBM Directors Quietly Boost Their Stakes in a Big-Name Tech Giant
- Positive Sentiment: Several analyst notes and deep-dive pieces argue the sharp selloff was overdone — citing strong Q4 results, record free cash flow, and recent strategic acquisitions that reinforce IBM's hybrid-cloud and AI positioning, which supports a recovery narrative. IBM’s Steep Drop on AI Fears May Be an Overreaction
- Neutral Sentiment: Morgan Stanley trimmed its price target from $304 to $247 and set an "equal weight" rating — a moderation of expectations that tempers upside but is not a full downgrade; it adds pressure on sentiment while signalling a more cautious outlook. International Business Machines Stock: Price Target Lowered by Morgan Stanley
- Negative Sentiment: AI rival Anthropic's Claude Code announcement (tools to modernize COBOL) triggered a sharp prior selloff amid fears such tools could disrupt IBM's legacy modernization services — that narrative remains the principal near-term downside risk for the stock. IBM Is Just AI's Latest Victim
Hedge Funds Weigh In On International Business Machines
Several hedge funds and other institutional investors have recently bought and sold shares of IBM. Basepoint Wealth LLC acquired a new position in shares of International Business Machines during the 4th quarter worth $25,000. Family CFO Inc purchased a new position in International Business Machines during the 4th quarter valued at about $25,000. Winnow Wealth LLC acquired a new position in International Business Machines during the second quarter worth about $27,000. Joseph Group Capital Management purchased a new stake in shares of International Business Machines in the fourth quarter valued at about $28,000. Finally, Cornerstone Financial Management LLC acquired a new stake in shares of International Business Machines in the fourth quarter valued at approximately $28,000. 58.96% of the stock is owned by institutional investors and hedge funds.
Wall Street Analyst Weigh In
IBM has been the subject of several recent analyst reports. Wedbush restated an "outperform" rating and issued a $340.00 target price on shares of International Business Machines in a research note on Tuesday. Erste Group Bank cut shares of International Business Machines from a "buy" rating to a "hold" rating in a report on Wednesday, February 18th. Argus set a $360.00 price objective on International Business Machines in a report on Friday, January 30th. JPMorgan Chase & Co. boosted their target price on International Business Machines from $312.00 to $317.00 and gave the stock a "neutral" rating in a research report on Thursday, January 29th. Finally, Weiss Ratings restated a "buy (b)" rating on shares of International Business Machines in a research note on Thursday, January 22nd. One analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and eight have assigned a Hold rating to the company. Based on data from MarketBeat, International Business Machines currently has a consensus rating of "Moderate Buy" and an average target price of $320.87.
Check Out Our Latest Stock Analysis on International Business Machines
About International Business Machines
(
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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