Analysts Set International Business Machines Corporation (NYSE:IBM) Target Price at $330.07

International Business Machines Corporation (NYSE:IBM) has earned an average rating of “Moderate Buy” from the twenty brokerages that are covering the firm, Marketbeat reports. Eight investment analysts have rated the stock with a hold rating, eleven have issued a buy rating and one has issued a strong buy rating on the company. The average 12 month price objective among analysts that have issued ratings on the stock in the last year is $320.8667.

Several analysts recently issued reports on the stock. Jefferies Financial Group reaffirmed a “buy” rating on shares of International Business Machines in a report on Monday. Evercore upped their target price on shares of International Business Machines from $330.00 to $345.00 and gave the company an “outperform” rating in a research note on Thursday, January 29th. Argus set a $360.00 price objective on International Business Machines in a research note on Friday, January 30th. Dbs Bank raised International Business Machines from a “hold” rating to a “moderate buy” rating in a report on Monday, January 19th. Finally, Oppenheimer set a $380.00 target price on International Business Machines and gave the stock an “outperform” rating in a research report on Thursday, January 29th.

International Business Machines Trading Up 3.7%

NYSE:IBM opened at $237.75 on Monday. International Business Machines has a one year low of $214.50 and a one year high of $324.90. The business’s 50-day simple moving average is $289.56 and its 200 day simple moving average is $283.85. The company has a debt-to-equity ratio of 1.67, a quick ratio of 0.92 and a current ratio of 0.96. The stock has a market cap of $222.24 billion, a price-to-earnings ratio of 21.32, a price-to-earnings-growth ratio of 2.30 and a beta of 0.69.

International Business Machines (NYSE:IBM) last posted its quarterly earnings data on Wednesday, January 28th. The technology company reported $4.52 earnings per share (EPS) for the quarter, topping the consensus estimate of $4.33 by $0.19. The company had revenue of $19.69 billion for the quarter, compared to the consensus estimate of $19.23 billion. International Business Machines had a return on equity of 38.15% and a net margin of 15.69%.International Business Machines’s revenue for the quarter was up 12.2% compared to the same quarter last year. During the same period in the previous year, the business earned $3.92 EPS. As a group, sell-side analysts predict that International Business Machines will post 10.78 earnings per share for the current fiscal year.

International Business Machines Announces Dividend

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Tuesday, February 10th will be paid a dividend of $1.68 per share. The ex-dividend date is Tuesday, February 10th. This represents a $6.72 annualized dividend and a yield of 2.8%. International Business Machines’s payout ratio is presently 60.27%.

Trending Headlines about International Business Machines

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

• Positive Sentiment: Analysts defend stock and upgrade stance — UBS moved IBM to Neutral from Sell, and other firms (Wedbush, Evercore/Jefferies) have called the recent drop overdone, framing the pullback as a buying opportunity. This reduced downside pressure and supported the rebound. IBM no longer a Sell, says UBS as analysts upgrade stock
• Positive Sentiment: New government contract — IBM won a DoW Defense Commissary Agency contract (ceiling $112M) to modernize electronic shelf labels, which is a tangible revenue/contract win in infrastructure and services. IBM Awarded Defense Commissary Agency Contract
• Positive Sentiment: Insider purchases — Two board directors disclosed open-market buys (Michael Miebach: 434 shares; Michelle J. Howard: 50 shares). Director buying often signals management/board confidence and can reassure investors. SEC filing — Miebach purchase SEC filing — Howard purchase
• Neutral Sentiment: Mixed analyst price-target moves — Morgan Stanley cut its price target to $247 with an “equal weight” rating, reflecting more cautious near-term sentiment even as some firms raise targets. This creates mixed signals for investors. Morgan Stanley price target change
• Neutral Sentiment: Market narrative vs fundamentals — Several outlets argue the Feb. 23 selloff was an overreaction given IBM’s recent beat on Q4 results, strong free cash flow and product/AI positioning; but the debate keeps volatility elevated. IBM’s Steep Drop on AI Fears May Be an Overreaction
• Negative Sentiment: AI disruption fear remains a headline risk — Anthropic’s Claude Code announcement sparked a sharp 13% one-day decline by suggesting automation of COBOL modernization, which pressured IBM’s legacy mainframe/consulting revenue narrative and triggered sector contagion. That perceived threat still hangs over sentiment. IBM posts steepest daily drop after Anthropic Claude Code

Insider Activity

In other International Business Machines news, Director David N. Farr purchased 1,000 shares of the firm’s stock in a transaction dated Friday, January 30th. The stock was acquired at an average cost of $304.00 per share, with a total value of $304,000.00. Following the acquisition, the director owned 9,258 shares of the company’s stock, valued at approximately $2,814,432. This represents a 12.11% increase in their position. The purchase was disclosed in a filing with the SEC, which is accessible through this link. Also, Director Michael Miebach acquired 434 shares of the company’s stock in a transaction that occurred on Wednesday, February 25th. The shares were acquired at an average price of $233.33 per share, for a total transaction of $101,265.22. Following the purchase, the director owned 434 shares of the company’s stock, valued at $101,265.22. This trade represents a ∞ increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders bought a total of 1,484 shares of company stock valued at $417,157 over the last ninety days. Company insiders own 0.18% of the company’s stock.

Institutional Inflows and Outflows

A number of institutional investors have recently added to or reduced their stakes in IBM. Mattson Financial Services LLC acquired a new stake in shares of International Business Machines during the third quarter worth $852,000. Vise Technologies Inc. acquired a new position in shares of International Business Machines in the 2nd quarter valued at $16,565,000. Vanguard Group Inc. increased its stake in International Business Machines by 2.1% in the 2nd quarter. Vanguard Group Inc. now owns 95,051,475 shares of the technology company’s stock worth $28,019,274,000 after purchasing an additional 1,913,708 shares in the last quarter. Thames Capital Management LLC acquired a new stake in International Business Machines during the 2nd quarter worth about $2,710,000. Finally, Twin Capital Management Inc. lifted its stake in International Business Machines by 147.6% during the second quarter. Twin Capital Management Inc. now owns 19,932 shares of the technology company’s stock valued at $5,876,000 after buying an additional 11,882 shares in the last quarter. 58.96% of the stock is currently owned by institutional investors.

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.