International Business Machines Corporation (NYSE:IBM) Given Consensus Recommendation of “Moderate Buy” by Analysts

Shares of International Business Machines Corporation (NYSE:IBM) have received an average recommendation of “Moderate Buy” from the twenty-seven analysts that are currently covering the firm, Marketbeat.com reports. One investment analyst has rated the stock with a sell recommendation, eleven have assigned a hold recommendation and fifteen have given a buy recommendation to the company. The average 1 year target price among brokerages that have covered the stock in the last year is $265.40.

A number of equities research analysts have recently weighed in on the company. Oppenheimer lowered International Business Machines from an “outperform” rating to a “market perform” rating in a research note on Wednesday, July 15th. Robert W. Baird began coverage on shares of International Business Machines in a research note on Tuesday, July 21st. They issued a “neutral” rating and a $230.00 target price for the company. KeyCorp downgraded shares of International Business Machines to a “sector weight” rating in a research report on Tuesday, June 23rd. Bank of America upped their price target on shares of International Business Machines from $315.00 to $330.00 and gave the company a “buy” rating in a research note on Monday, July 6th. Finally, DZ Bank raised shares of International Business Machines from a “hold” rating to a “buy” rating and set a $295.00 price target for the company in a report on Friday, April 24th.

International Business Machines Stock Down 0.4%

Shares of IBM stock opened at $226.64 on Thursday. International Business Machines has a 1-year low of $199.19 and a 1-year high of $332.46. The stock’s fifty day moving average price is $262.92 and its 200 day moving average price is $258.62. The company has a debt-to-equity ratio of 1.63, a current ratio of 0.79 and a quick ratio of 0.74. The company has a market cap of $213.52 billion, a price-to-earnings ratio of 20.11, a price-to-earnings-growth ratio of 2.23 and a beta of 0.68.

International Business Machines (NYSE:IBM) last released its quarterly earnings results on Wednesday, July 22nd. The technology company reported $2.93 EPS for the quarter, meeting analysts’ consensus estimates of $2.93. International Business Machines had a return on equity of 35.65% and a net margin of 15.52%.The company had revenue of $17.16 billion during the quarter, compared to analysts’ expectations of $17.46 billion. During the same period last year, the business posted $2.80 earnings per share. The firm’s revenue was up 1.1% compared to the same quarter last year. On average, research analysts expect that International Business Machines will post 12.34 earnings per share for the current fiscal year.

International Business Machines Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Thursday, September 10th. Investors of record on Monday, August 10th will be given a $1.69 dividend. This represents a $6.76 annualized dividend and a dividend yield of 3.0%. The ex-dividend date of this dividend is Monday, August 10th. International Business Machines’s dividend payout ratio is presently 59.98%.

Trending Headlines about International Business Machines

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

• Positive Sentiment: IBM’s second-quarter results were viewed as better than the headline revenue miss suggested. Earnings per share matched the $2.93 consensus estimate, revenue increased 1.1% year over year, and investors noted encouraging trends in margins, cash generation and the company’s recurring software and consulting businesses. IBM Stock: 3 Reasons Q2 Earnings Weren’t as Bad as Investors Feared
• Positive Sentiment: A native Resecurity integration with IBM QRadar SIEM expands the platform’s threat-intelligence ecosystem. The development supports IBM’s positioning as a hub for AI-ready cybersecurity data and could benefit demand for automated defenses as AI-enabled attacks increase. Is IBM Quietly Turning QRadar Into the Core of Its AI Security Investment Story?
• Positive Sentiment: IBM’s latest data-breach report highlights a growing cybersecurity market: one in four malicious breaches is now AI-enabled, with average costs of about $6 million. Rising breach severity may strengthen the business case for IBM’s security and consulting offerings. IBM Study: One in Four Malicious Breaches are AI-Enabled
• Neutral Sentiment: IBM’s sale of nearly 1,000 blockchain patents to Circle monetizes non-core intellectual property and allows greater focus on AI and quantum computing, although it also underscores the company’s retreat from blockchain-related initiatives. Circle Acquires IBM’s Entire Blockchain Patent Portfolio
• Negative Sentiment: Analysts at Erste Group reduced their IBM EPS estimates modestly for fiscal 2026 and 2027. The revisions reinforce concerns that slowing growth, particularly in IBM Z, could limit earnings momentum.
• Negative Sentiment: Several law firms have announced investigations into potential securities-law violations tied to IBM’s disclosures about new business deals and the IBM Z outlook. These announcements are allegations, not findings, but add headline and litigation risk after the sharp selloff. IBM Securities Fraud Investigation

Institutional Trading of International Business Machines

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the company. Basepoint Wealth LLC acquired a new stake in shares of International Business Machines during the fourth quarter worth about $25,000. Family CFO Inc acquired a new position in International Business Machines in the 4th quarter worth approximately $25,000. Joseph Group Capital Management acquired a new position in International Business Machines in the 4th quarter worth approximately $28,000. Cornerstone Financial Management LLC purchased a new position in International Business Machines during the 4th quarter worth approximately $28,000. Finally, SWAN Capital LLC acquired a new stake in International Business Machines during the 3rd quarter valued at approximately $28,000. Institutional investors and hedge funds own 58.96% of the company’s stock.

About International Business Machines

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.