International Business Machines (NYSE:IBM) Stock Price Up 1.1% – Here’s What Happened

International Business Machines Corporation (NYSE:IBM)’s stock price shot up 1.1% during mid-day trading on Wednesday . The stock traded as high as $225.00 and last traded at $224.7120. 4,860,751 shares changed hands during mid-day trading, a decline of 19% from the average session volume of 5,973,443 shares. The stock had previously closed at $222.33.

More International Business Machines News

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

• Positive Sentiment: IBM expanded its AI cybersecurity offering with autonomous security features, enterprise threat detection tools, and Red Hat integration, which could strengthen its software and security revenue growth. IBM Brings Its Most Advanced AI-Powered Security Portfolio to Clients, and is Strengthened by Ongoing Project Glasswing Work
• Positive Sentiment: IBM announced a partnership with Anthropic on Project Glasswing, targeting secure open-source software and critical infrastructure, which may improve IBM’s credibility in AI safety and enterprise security. IBM Expands AI Security With Anthropic Partnership And Open Source Focus
• Positive Sentiment: IBM’s earnings call highlighted AI-driven growth momentum, reinforcing the view that the company’s AI strategy is supporting the business outlook. IBM Earnings Call Highlights AI-Driven Growth Momentum
• Neutral Sentiment: IBM launched its 2026 Sports Tech Startup Challenge at Web Summit Vancouver, a strategic innovation initiative that is unlikely to have an immediate material impact on earnings. The Dealmaking 3: IBM’s AI Sports Challenge, Athletes for Hope & The $192B Sports Tech Boom
• Negative Sentiment: Despite the AI news, IBM has been under pressure recently due to weak technical momentum and broader market volatility, and some commentary notes the stock has fallen sharply this year. IBM Stock Leads Mega-Cap Stock Decliners as Market Volatility Triggers Steep Selloff. That Doesn’t Tell You the Whole Story.

Analyst Ratings Changes

Several brokerages have recently issued reports on IBM. Erste Group Bank downgraded International Business Machines from a “buy” rating to a “hold” rating in a research report on Wednesday, February 18th. Oppenheimer lowered their price target on International Business Machines from $380.00 to $320.00 and set an “outperform” rating on the stock in a research report on Thursday, April 16th. Citigroup began coverage on International Business Machines in a research report on Friday, April 10th. They issued a “buy” rating and a $285.00 price target on the stock. JPMorgan Chase & Co. lowered their price target on International Business Machines from $317.00 to $283.00 and set a “neutral” rating on the stock in a research report on Wednesday, March 18th. Finally, Weiss Ratings cut shares of International Business Machines from a “buy (b)” rating to a “buy (b-)” rating in a research note on Monday, May 4th. One equities research analyst has rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and seven have given a Hold rating to the company. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $294.41.

International Business Machines Trading Up 1.1%

The company has a debt-to-equity ratio of 1.75, a current ratio of 0.80 and a quick ratio of 0.76. The company’s 50 day moving average is $239.09 and its two-hundred day moving average is $273.55. The firm has a market cap of $211.20 billion, a P/E ratio of 19.87, a PEG ratio of 2.31 and a beta of 0.58.

International Business Machines (NYSE:IBM) last released its earnings results on Wednesday, April 22nd. The technology company reported $1.91 earnings per share for the quarter, beating the consensus estimate of $1.81 by $0.10. International Business Machines had a net margin of 15.61% and a return on equity of 37.23%. The business had revenue of $15.92 billion during the quarter, compared to analysts’ expectations of $15.60 billion. During the same quarter last year, the company earned $1.60 earnings per share. The firm’s revenue was up 9.5% on a year-over-year basis. On average, sell-side analysts predict that International Business Machines Corporation will post 12.4 earnings per share for the current year.

International Business Machines Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, June 10th. Investors of record on Friday, May 8th will be paid a $1.69 dividend. The ex-dividend date is Friday, May 8th. This is a boost from International Business Machines’s previous quarterly dividend of $1.68. This represents a $6.76 annualized dividend and a dividend yield of 3.0%. International Business Machines’s dividend payout ratio is 59.77%.

Insider Buying and Selling

In other International Business Machines news, Director Michael Miebach purchased 434 shares of the business’s stock in a transaction on Wednesday, February 25th. The stock was purchased at an average price of $233.33 per share, for a total transaction of $101,265.22. Following the completion of the purchase, the director directly owned 434 shares in the company, valued at approximately $101,265.22. This trade represents a ∞ increase in their ownership of the stock. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. 0.27% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Family CFO Inc bought a new position in International Business Machines during the fourth quarter worth about $25,000. Basepoint Wealth LLC bought a new position in International Business Machines during the fourth quarter worth about $25,000. Portus Wealth Advisors LLC bought a new position in International Business Machines during the first quarter worth about $26,000. Joseph Group Capital Management bought a new position in International Business Machines during the fourth quarter worth about $28,000. Finally, Cornerstone Financial Management LLC bought a new position in International Business Machines during the fourth quarter worth about $28,000. 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.