International Business Machines (NYSE:IBM) Price Target Raised to $225.00

International Business Machines (NYSE:IBM) had its price target increased by Morgan Stanley from $215.00 to $225.00 in a research note released on Thursday morning, Marketbeat Ratings reports. Morgan Stanley currently has an equal weight rating on the technology company’s stock.

A number of other research firms also recently weighed in on IBM. JPMorgan Chase & Co. reduced their price target on shares of International Business Machines from $317.00 to $283.00 and set a “neutral” rating on the stock in a research note on Wednesday, March 18th. Royal Bank Of Canada dropped their price objective on shares of International Business Machines from $361.00 to $330.00 and set an “outperform” rating for the company in a research note on Friday, April 17th. Wedbush restated an “outperform” rating and issued a $340.00 target price on shares of International Business Machines in a research report on Friday, April 17th. BMO Capital Markets decreased their target price on shares of International Business Machines from $350.00 to $290.00 and set a “market perform” rating on the stock in a research note on Thursday, March 19th. Finally, Dbs Bank upgraded shares of International Business Machines from a “hold” rating to a “moderate buy” rating in a report on Monday, January 19th. One investment analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and six have issued a Hold rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average target price of $300.25.

International Business Machines Price Performance

Shares of IBM stock opened at $231.88 on Thursday. The company has a quick ratio of 0.92, a current ratio of 0.80 and a debt-to-equity ratio of 1.75. International Business Machines has a twelve month low of $220.72 and a twelve month high of $324.90. The company has a market cap of $217.51 billion, a P/E ratio of 20.50, a P/E/G ratio of 2.42 and a beta of 0.69. The business has a fifty day simple moving average of $245.87 and a 200 day simple moving average of $280.37.

International Business Machines (NYSE:IBM) last released its earnings results on Wednesday, April 22nd. The technology company reported $1.91 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $1.81 by $0.10. The firm had revenue of $15.92 billion for the quarter, compared to analysts’ expectations of $15.60 billion. International Business Machines had a return on equity of 37.23% and a net margin of 15.61%.The business’s revenue for the quarter was up 9.5% on a year-over-year basis. During the same quarter in the previous year, the business posted $1.60 earnings per share. On average, sell-side analysts forecast that International Business Machines will post 12.33 EPS for the current fiscal year.

International Business Machines Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, June 10th. Stockholders of record on Friday, May 8th will be paid a $1.69 dividend. The ex-dividend date of this dividend is Friday, May 8th. This is a positive change from International Business Machines’s previous quarterly dividend of $1.68. This represents a $6.76 annualized dividend and a dividend yield of 2.9%. International Business Machines’s payout ratio is currently 60.27%.

Insider Transactions at International Business Machines

In other news, Director Michael Miebach bought 434 shares of the firm’s stock in a transaction on Wednesday, February 25th. The stock was acquired at an average price of $233.33 per share, with a total value of $101,265.22. Following the transaction, the director owned 434 shares of the company’s stock, valued at $101,265.22. This trade represents a ∞ increase in their position. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is available at the SEC website. Also, Director David N. Farr purchased 1,000 shares of the stock in a transaction on Friday, January 30th. The shares were purchased at an average price of $304.00 per share, with a total value of $304,000.00. Following the acquisition, the director owned 9,258 shares in the company, valued at approximately $2,814,432. The trade was a 12.11% increase in their position. The SEC filing for this purchase provides additional information. Insiders have bought 1,484 shares of company stock valued at $417,157 over the last 90 days. 0.27% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On International Business Machines

Large investors have recently modified their holdings of the company. Family CFO Inc bought a new stake in International Business Machines during the fourth quarter valued at $25,000. Basepoint Wealth LLC bought a new position in shares of International Business Machines in the 4th quarter worth about $25,000. Portus Wealth Advisors LLC bought a new position in shares of International Business Machines in the 1st quarter worth about $26,000. Mountain Hill Investment Partners Corp. acquired a new position in shares of International Business Machines in the 3rd quarter valued at about $28,000. Finally, Joseph Group Capital Management bought a new stake in shares of International Business Machines during the 4th quarter valued at about $28,000. 58.96% of the stock is currently owned by institutional investors and hedge funds.

Key Headlines Impacting International Business Machines

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

• Positive Sentiment: DZ Bank upgraded IBM to Buy with a $295 price target, giving bullish analyst support and a clear catalyst for buyers. DZ Bank Upgrades IBM to Buy With a $295 Price Target
• Positive Sentiment: IBM unveiled a new AI model aimed at better understanding fusion plasma — a positive long-term innovation narrative that supports IBM’s AI/technology credentials beyond near-term software metrics. IBM’s New AI Model Could Help Unlock Fusion Power
• Positive Sentiment: IBM raised its quarterly dividend to $1.69 (31st consecutive annual raise), which supports income-focused investor demand. What IBM’s Q1 Beat and 31st Dividend Hike Mean
• Neutral Sentiment: IBM beat Q1 revenue and EPS estimates (revenue ~$15.9B, EPS $1.91) but management largely reiterated full‑year guidance — the beat removes one concern but the unchanged outlook limits upside momentum. IBM Q1 Deep Dive
• Neutral Sentiment: Broader market and sector context (software volatility, geopolitical oil/Strait of Hormuz risks) are contributing background noise that can amplify short-term swings but aren’t IBM‑specific fundamentals. US software stocks slide as IBM, ServiceNow results reignite AI disruption fears
• Negative Sentiment: Investors punished the stock after earnings because software growth was viewed as underwhelming versus AI hype; this sparked a sharp post‑earnings selloff (double‑digit moves intraday in recent sessions). IBM slides 8% as investors digest Q1 beat
• Negative Sentiment: Some analysts trimmed targets or expressed concern about near‑term AI monetization, including a recent target cut that helped fuel selling pressure. Stock Down After Analyst Target Cut

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.