International Business Machines (NYSE:IBM) Upgraded at DZ Bank

DZ Bank upgraded shares of International Business Machines (NYSE:IBM) from a hold rating to a buy rating in a research report released on Friday morning, MarketBeat Ratings reports. They currently have $295.00 price objective on the technology company’s stock.

A number of other brokerages have also recently commented on IBM. Bank of America boosted their price target on International Business Machines from $315.00 to $335.00 and gave the stock a “buy” rating in a research report on Tuesday, January 13th. Erste Group Bank cut International Business Machines from a “buy” rating to a “hold” rating in a research report on Wednesday, February 18th. JPMorgan Chase & Co. dropped 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. Oppenheimer dropped 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. Finally, Morgan Stanley boosted their price target on International Business Machines from $215.00 to $225.00 and gave the stock an “equal weight” rating in a research report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, twelve have issued a Buy rating and six have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, International Business Machines has a consensus rating of “Moderate Buy” and a consensus price target of $300.25.

International Business Machines Stock Performance

International Business Machines stock opened at $231.88 on Friday. The stock’s 50 day simple moving average is $245.87 and its two-hundred day simple moving average is $280.31. The company has a debt-to-equity ratio of 1.75, a quick ratio of 0.76 and a current ratio of 0.80. The stock has a market cap of $217.94 billion, a price-to-earnings ratio of 20.50, a PEG ratio of 2.41 and a beta of 0.69. International Business Machines has a fifty-two week low of $220.72 and a fifty-two week high of $324.90.

International Business Machines (NYSE:IBM) last posted its quarterly earnings data 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. The business 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 was up 9.5% on a year-over-year basis. During the same period in the previous year, the firm posted $1.60 EPS. As a group, analysts expect that International Business Machines will post 12.38 earnings per share for the current fiscal year.

International Business Machines Increases Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, June 10th. Investors of record on Friday, May 8th will be given a $1.69 dividend. This is a boost from International Business Machines’s previous quarterly dividend of $1.68. The ex-dividend date of this dividend is Friday, May 8th. This represents a $6.76 annualized dividend and a yield of 2.9%. International Business Machines’s payout ratio is currently 59.42%.

Insider Activity at International Business Machines

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

Hedge Funds Weigh In On International Business Machines

Hedge funds and other institutional investors have recently added to or reduced their stakes in the business. Mattson Financial Services LLC purchased a new stake in International Business Machines in the 3rd quarter worth about $852,000. Waverton Investment Management Ltd raised its position in International Business Machines by 3.3% in the 3rd quarter. Waverton Investment Management Ltd now owns 993,743 shares of the technology company’s stock worth $280,439,000 after purchasing an additional 32,072 shares during the period. Newbridge Financial Services Group Inc. raised its position in International Business Machines by 30.0% in the 4th quarter. Newbridge Financial Services Group Inc. now owns 13,122 shares of the technology company’s stock worth $3,887,000 after purchasing an additional 3,029 shares during the period. NEOS Investment Management LLC raised its position in International Business Machines by 51.7% in the 3rd quarter. NEOS Investment Management LLC now owns 114,395 shares of the technology company’s stock worth $32,278,000 after purchasing an additional 38,973 shares during the period. Finally, American National Bank & Trust raised its position in International Business Machines by 26.2% in the 3rd quarter. American National Bank & Trust now owns 12,537 shares of the technology company’s stock worth $3,537,000 after purchasing an additional 2,603 shares during the period. 58.96% of the stock is owned by institutional investors.

More International Business Machines News

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

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.