International Business Machines (IBM) – Investment Analysts’ Weekly Ratings Updates

Several analysts have recently updated their ratings and price targets for International Business Machines (NYSE: IBM):

• 10/29/2026 – International Business Machines was downgraded by Weiss Ratings from “buy (b-)” to “hold (c+)”.
• 10/24/2026 – International Business Machines was upgraded by Wall Street Zen from “sell” to “hold”.
• 10/22/2026 – International Business Machines had its price target raised by BMO Capital Markets from $230.00 to $265.00. They now have a “market perform” rating on the stock.
• 10/22/2026 – International Business Machines was given a new $260.00 price target by Truist Financial.
• 10/22/2026 – International Business Machines had its “buy” rating reaffirmed by The Goldman Sachs Group. They now have a $300.00 price target on the stock.
• 10/22/2026 – International Business Machines had its price target raised by UBS Group from $236.00 to $243.00. They now have a “neutral” rating on the stock.
• 10/22/2026 – International Business Machines had its price target raised by Morgan Stanley from $238.00 to $240.00. They now have an “equal weight” rating on the stock.
• 10/22/2026 – International Business Machines had its price target raised by Barclays from $262.00 to $277.00. They now have an “overweight” rating on the stock.
• 10/22/2026 – International Business Machines had its price target raised by Citigroup from $245.00 to $280.00. They now have a “buy” rating on the stock.
• 10/22/2026 – International Business Machines had its price target raised by Jefferies Financial Group from $270.00 to $280.00. They now have a “buy” rating on the stock.
• 10/22/2026 – International Business Machines had its “outperform” rating reaffirmed by Royal Bank Of Canada. They now have a $270.00 price target on the stock.
• 10/22/2026 – International Business Machines had its price target raised by JPMorgan Chase & Co. from $250.00 to $269.00. They now have an “overweight” rating on the stock.
• 10/22/2026 – International Business Machines had its price target raised by Stifel Nicolaus from $235.00 to $260.00. They now have a “buy” rating on the stock.
• 10/22/2026 – International Business Machines had its price target raised by Robert W. Baird from $230.00 to $260.00. They now have a “neutral” rating on the stock.
• 10/21/2026 – International Business Machines had its price target raised by Susquehanna from $235.00 to $256.00. They now have a “neutral” rating on the stock.
• 10/15/2026 – International Business Machines had its price target raised by Morgan Stanley from $190.00 to $238.00. They now have an “equal weight” rating on the stock.
• 10/14/2026 – International Business Machines was upgraded by Weiss Ratings from “hold (c+)” to “buy (b-)”.
• 10/13/2026 – International Business Machines had its “neutral” rating reaffirmed by UBS Group.
• 10/13/2026 – International Business Machines had its “outperform” rating reaffirmed by Royal Bank Of Canada. They now have a $270.00 price target on the stock.
• 10/9/2026 – International Business Machines is now covered by Truist Financial. They set a “hold” rating and a $240.00 price target on the stock.
• 10/5/2026 – International Business Machines is now covered by Yorkville Ives. They set an “outperform” rating and a $275.00 price target on the stock.
• 9/29/2026 – International Business Machines was downgraded by Weiss Ratings from “buy (b-)” to “hold (c+)”.
• 9/12/2026 – International Business Machines was downgraded by Wall Street Zen from “hold” to “sell”.
• 9/11/2026 – International Business Machines was upgraded by Weiss Ratings from “hold (c+)” to “buy (b-)”.

International Business Machines Trading Up 1.9%

Shares of NYSE IBM traded up $4.71 during mid-day trading on Wednesday, hitting $254.75. 1,438,624 shares of the company traded hands, compared to its average volume of 7,342,085. International Business Machines Corporation has a 1 year low of $199.19 and a 1 year high of $332.46. The stock has a market capitalization of $240.77 billion, a price-to-earnings ratio of 21.72, a PEG ratio of 2.49 and a beta of 0.78. The company has a quick ratio of 0.80, a current ratio of 0.85 and a debt-to-equity ratio of 1.57. The business has a 50 day moving average of $235.88 and a two-hundred day moving average of $249.39.

International Business Machines (NYSE:IBM) last issued its quarterly earnings results on Wednesday, October 21st. The technology company reported $2.95 earnings per share for the quarter, topping analysts’ consensus estimates of $2.85 by $0.10. The firm had revenue of $17.10 billion for the quarter, compared to analysts’ expectations of $16.82 billion. International Business Machines had a return on equity of 34.37% and a net margin of 15.99%. International Business Machines’s revenue was up 4.7% on a year-over-year basis. During the same quarter last year, the business posted $2.65 EPS. On average, sell-side analysts anticipate that International Business Machines Corporation will post 12.41 earnings per share for the current fiscal year.

International Business Machines Dividend Announcement

The company also recently announced a quarterly dividend, which will be paid on Thursday, December 10th. Shareholders of record on Tuesday, November 10th will be issued a $1.69 dividend. This represents a $6.76 annualized dividend and a dividend yield of 2.7%. The ex-dividend date is Tuesday, November 10th. International Business Machines’s dividend payout ratio (DPR) is presently 57.63%.

Insider Buying and Selling at International Business Machines

In other news, SVP Robert Thomas sold 25,000 shares of International Business Machines stock in a transaction that occurred on Wednesday, August 26th. The shares were sold at an average price of $230.32, for a total value of $5,758,000.00. Following the transaction, the senior vice president directly owned 47,800 shares of the company’s stock, valued at $11,009,296. This trade represents a 34.34% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. 0.27% of the stock is currently owned by company insiders.

International Business Machines Corporation (NYSE:IBM), commonly known as IBM, is a global technology and consulting company that helps organizations modernize their information technology and business operations. Its offerings include hybrid cloud solutions, artificial intelligence software and services, enterprise software, IT infrastructure, cybersecurity, data analytics, and technology consulting.

IBM provides products and services to businesses, governments, and other institutions across industries and regions worldwide.