International Business Machines Corporation (NYSE:IBM) Receives $293.38 Consensus PT from Brokerages

Shares of International Business Machines Corporation (NYSE:IBM) have received a consensus recommendation of “Moderate Buy” from the seventeen brokerages that are presently covering the company, MarketBeat.com reports. One investment analyst has rated the stock with a sell recommendation, five have issued a hold recommendation, ten have issued a buy recommendation and one has assigned a strong buy recommendation to the company. The average 1-year price target among brokerages that have issued ratings on the stock in the last year is $301.8462.

A number of equities research analysts have recently weighed in on the stock. Jefferies Financial Group upgraded shares of International Business Machines from a “hold” rating to a “buy” rating and boosted their price objective for the stock from $300.00 to $360.00 in a report on Monday. Royal Bank Of Canada lifted their target price on shares of International Business Machines from $300.00 to $350.00 and gave the stock an “outperform” rating in a research report on Monday. Weiss Ratings raised shares of International Business Machines from a “hold (c+)” rating to a “buy (b)” rating in a research note on Saturday, October 25th. BMO Capital Markets upped their price target on shares of International Business Machines from $300.00 to $305.00 and gave the company a “market perform” rating in a research report on Thursday, October 23rd. Finally, Sanford C. Bernstein reiterated a “market perform” rating on shares of International Business Machines in a report on Wednesday, December 10th.

Institutional Trading of International Business Machines

A number of institutional investors have recently made changes to their positions in the stock. Family CFO Inc bought a new stake in International Business Machines in the 2nd quarter worth $25,000. Winnow Wealth LLC bought a new position in shares of International Business Machines during the second quarter valued at about $27,000. Mountain Hill Investment Partners Corp. purchased a new stake in shares of International Business Machines during the third quarter worth about $28,000. SWAN Capital LLC bought a new stake in shares of International Business Machines in the third quarter worth about $28,000. Finally, Silicon Valley Capital Partners grew its stake in shares of International Business Machines by 322.6% in the first quarter. Silicon Valley Capital Partners now owns 131 shares of the technology company’s stock worth $32,000 after purchasing an additional 100 shares during 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: Jefferies upgraded IBM to a buy and raised its price target (reported lift to $360 from $300), citing stronger 2026 AI and cloud growth prospects that underpin the stock’s near-term upside. Jefferies upgrades International Business Machines (IBM)
• Positive Sentiment: Major financial press and analysts describe IBM as an “acceleration story,” repeating the theme that AI/cloud execution is improving and driving multiple upward revisions and bullish forecasts. IBM Stock Is an ‘Acceleration Story,’ Say Analysts. Why Adobe Doesn’t Get the Same Vote of Confidence.
• Positive Sentiment: IBM extended a multi-year renewal as the official AI, cloud and digital transformation partner of The All England Lawn Tennis Club (Wimbledon), a marketing/technology win that showcases IBM’s AI capabilities to a global audience. IBM Announces Long-Term Renewal as the Official AI, Cloud and Digital Transformation Partner for The All England Lawn Tennis Club
• Positive Sentiment: Retail and value-focused outlets (The Motley Fool, Zacks) are flagging IBM as a bargain or resilient name after recent gains, which can attract income and value-oriented buyers. 2 Top Bargain Stocks Ready for Bull Runs
• Neutral Sentiment: Analysis on valuation notes that recent share-price momentum has cooled and IBM’s multiples (P/E elevated vs history) warrant caution; investors should weigh upside from execution against higher valuation. A Look At IBM (IBM) Valuation After Recent Share Price Momentum Cools
• Neutral Sentiment: Options/technical commentators note the upgrade has pushed back bearish technical trends but highlight that a clear breakout requires follow-through volume and earnings cadence. Options Corner: IBM Upgrade Pushes Back Bearish Trends
• Neutral Sentiment: Historical perspective pieces (Lou Gerstner obituary) remind investors of IBM’s long turnaround history but are not direct near-term catalysts. Lou Gerstner (1942-2025): The IBM chief who pulled off the technology world’s biggest turnaround

International Business Machines Price Performance

IBM opened at $302.26 on Friday. The stock has a 50-day moving average price of $303.98 and a 200-day moving average price of $281.69. International Business Machines has a 12-month low of $214.50 and a 12-month high of $324.90. The company has a current ratio of 0.93, a quick ratio of 0.89 and a debt-to-equity ratio of 1.97. The stock has a market capitalization of $282.53 billion, a P/E ratio of 36.16, a PEG ratio of 2.73 and a beta of 0.70.

International Business Machines (NYSE:IBM) last announced its quarterly earnings data on Wednesday, October 22nd. The technology company reported $2.65 earnings per share for the quarter, beating analysts’ consensus estimates of $2.45 by $0.20. The company had revenue of $16.33 billion for the quarter, compared to analysts’ expectations of $16.10 billion. International Business Machines had a return on equity of 37.76% and a net margin of 12.09%.International Business Machines’s revenue for the quarter was up 9.1% compared to the same quarter last year. During the same period last year, the firm posted $2.30 EPS. Equities analysts predict that International Business Machines will post 10.78 earnings per share for the current fiscal year.

International Business Machines Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Wednesday, December 10th. Shareholders of record on Monday, November 10th were paid a $1.68 dividend. This represents a $6.72 dividend on an annualized basis and a yield of 2.2%. The ex-dividend date of this dividend was Monday, November 10th. International Business Machines’s payout ratio is 80.38%.

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.