International Business Machines (NYSE:IBM) Given New $290.00 Price Target at BMO Capital Markets

International Business Machines (NYSE:IBM) had its price target cut by BMO Capital Markets from $350.00 to $290.00 in a report published on Thursday,Benzinga reports. They currently have a market perform rating on the technology company’s stock.

Other analysts also recently issued reports about the company. Argus set a $360.00 target price on International Business Machines in a research note on Friday, January 30th. Evercore increased their target price on International Business Machines from $330.00 to $345.00 and gave the stock an “outperform” rating in a report on Thursday, January 29th. JPMorgan Chase & Co. reduced their price target on shares of International Business Machines from $317.00 to $283.00 and set a “neutral” rating for the company in a research report on Wednesday. Stifel Nicolaus upped their price objective on shares of International Business Machines from $325.00 to $340.00 and gave the stock a “buy” rating in a report on Thursday, January 29th. Finally, Dbs Bank raised shares of International Business Machines from a “hold” rating to a “moderate buy” rating in a research note on Monday, January 19th. One equities research analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and eight have issued a Hold rating to the company. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $314.60.

International Business Machines Stock Performance

NYSE:IBM opened at $250.03 on Thursday. The stock’s 50-day simple moving average is $273.02 and its 200 day simple moving average is $284.48. International Business Machines has a twelve month low of $214.50 and a twelve month high of $324.90. The company has a quick ratio of 0.92, a current ratio of 0.96 and a debt-to-equity ratio of 1.67. The firm has a market capitalization of $234.53 billion, a PE ratio of 22.42, a price-to-earnings-growth ratio of 2.52 and a beta of 0.73.

International Business Machines (NYSE:IBM) last posted its 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. 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 in the previous year, the firm posted $3.92 EPS. The company’s revenue for the quarter was up 12.2% compared to the same quarter last year. On average, analysts anticipate that International Business Machines will post 10.78 EPS for the current fiscal year.

International Business Machines Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 10th were paid a $1.68 dividend. The ex-dividend date was Tuesday, February 10th. This represents a $6.72 annualized dividend and a dividend yield of 2.7%. International Business Machines’s dividend payout ratio is presently 60.27%.

Insider Activity

In other news, Director Michael Miebach purchased 434 shares of the business’s stock in a transaction that occurred on Wednesday, February 25th. The shares were acquired at an average cost of $233.33 per share, for a total transaction of $101,265.22. Following the completion of the acquisition, the director owned 434 shares in the company, valued at $101,265.22. This trade represents a ∞ increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director David N. Farr acquired 1,000 shares of International Business Machines stock in a transaction on Friday, January 30th. The stock was purchased at an average cost of $304.00 per share, with a total value of $304,000.00. Following the completion of the transaction, the director directly owned 9,258 shares in the company, valued at $2,814,432. This represents a 12.11% increase in their position. The disclosure for this purchase is available in the SEC filing. In the last quarter, insiders bought 1,484 shares of company stock valued at $417,157. 0.27% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On International Business Machines

Several institutional investors have recently modified their holdings of the business. CVA Family Office LLC lifted its holdings in International Business Machines by 1.4% during the fourth quarter. CVA Family Office LLC now owns 2,389 shares of the technology company’s stock worth $708,000 after acquiring an additional 33 shares during the period. Foster Group Inc. grew its stake in International Business Machines by 1.3% in the 4th quarter. Foster Group Inc. now owns 2,507 shares of the technology company’s stock valued at $742,000 after purchasing an additional 33 shares during the period. New Covenant Trust Company N.A. increased its position in shares of International Business Machines by 3.8% during the 4th quarter. New Covenant Trust Company N.A. now owns 905 shares of the technology company’s stock valued at $264,000 after purchasing an additional 33 shares during the last quarter. McGowan Group Asset Management Inc. raised its stake in shares of International Business Machines by 1.2% during the 4th quarter. McGowan Group Asset Management Inc. now owns 2,693 shares of the technology company’s stock worth $798,000 after purchasing an additional 33 shares during the period. Finally, CFS Investment Advisory Services LLC boosted its holdings in shares of International Business Machines by 0.4% in the 3rd quarter. CFS Investment Advisory Services LLC now owns 9,359 shares of the technology company’s stock worth $2,878,000 after buying an additional 34 shares during the last quarter. 58.96% of the stock is owned by institutional investors.

Key Stories Impacting International Business Machines

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

• Positive Sentiment: IBM closed its acquisition of Confluent, adding real‑time data streaming to feed AI models and automation across hybrid environments — a strategic move that strengthens IBM’s AI story and long‑term enterprise positioning. IBM Confluent Deal Puts Real Time Data At Core Of AI Story
• Positive Sentiment: IBM Consulting announced a collaboration with The Hackett Group to accelerate enterprise AI adoption by mapping AI use cases to workflows — an execution‑oriented partnership that could help convert product capability into client revenues. IBM Business Operations and The Hackett Group Collaborate
• Positive Sentiment: Media and analyst attention (including endorsements from figures like Jim Cramer) is highlighting IBM’s fundamentals and enterprise AI/quantum positioning, supporting investor interest in the stock’s longer‑term thesis. Jim Cramer Advises to Step In Due to Fundamentals
• Neutral Sentiment: Longer‑term recognition of IBM research continued as IBM Fellow Charles H. Bennett received the A.M. Turing Award — positive for reputation but limited near‑term financial impact. Charles H. Bennett Receives A.M. Turing Award
• Neutral Sentiment: Recent valuation analyses show mixed momentum: 1‑month and 3‑month returns have lagged despite multi‑year strength, so some investors view the pullback as either a buying opportunity or a sign to wait for clearer earnings execution. A Look At IBM Valuation As Recent Returns Show Mixed Momentum
• Negative Sentiment: Analysts trimmed targets after the Confluent deal: JPMorgan cut its target to $283 (neutral rating) citing balanced risk/reward, and BMO lowered its target to $290 with a market‑perform view — both reduce near‑term upside expectations. JPMorgan Lowers IBM Target after Confluent Deal
• Negative Sentiment: Unusual options activity: traders bought roughly 88,456 put contracts (about a 115% jump vs. average), signaling elevated downside hedging or speculative bearish bets that can amplify intraday selling pressure.

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.