International Business Machines (NYSE:IBM) Director David Farr Acquires 1,000 Shares

International Business Machines Corporation (NYSE:IBM) Director David Farr acquired 1,000 shares of the stock in a transaction that occurred on Friday, January 30th. The stock was acquired at an average cost of $304.00 per share, for a total transaction of $304,000.00. Following the completion of the purchase, the director owned 9,258 shares in the company, valued at $2,814,432. The trade was a 12.11% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is accessible through the SEC website.

International Business Machines Price Performance

IBM traded down $2.76 during midday trading on Friday, reaching $306.48. 5,938,007 shares of the company’s stock were exchanged, compared to its average volume of 4,658,533. The business’s 50-day moving average price is $302.67 and its 200 day moving average price is $282.98. The stock has a market capitalization of $286.48 billion, a PE ratio of 27.49, a P/E/G ratio of 2.85 and a beta of 0.70. International Business Machines Corporation has a 1-year low of $214.50 and a 1-year high of $324.90. The company has a debt-to-equity ratio of 1.97, a current ratio of 0.93 and a quick ratio of 0.89.

International Business Machines (NYSE:IBM) last issued 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 firm had revenue of $19.69 billion during the quarter, compared to the consensus estimate of $19.23 billion. International Business Machines had a return on equity of 39.96% and a net margin of 15.69%.The company’s quarterly revenue was up 12.2% compared to the same quarter last year. During the same period in the previous year, the firm posted $3.92 EPS. As a group, equities analysts anticipate that International Business Machines Corporation will post 10.78 EPS for the current fiscal year.

International Business Machines Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Stockholders of record on Tuesday, February 10th will be issued a dividend of $1.68 per share. The ex-dividend date is Tuesday, February 10th. This represents a $6.72 dividend on an annualized basis and a dividend yield of 2.2%. International Business Machines’s payout ratio is 60.27%.

Institutional Inflows and Outflows

Several hedge funds have recently added to or reduced their stakes in IBM. Family CFO Inc purchased a new stake in shares of International Business Machines in the 2nd quarter valued at approximately $25,000. Winnow Wealth LLC bought a new stake in International Business Machines during the second quarter worth approximately $27,000. Joseph Group Capital Management acquired a new position in International Business Machines in the 4th quarter valued at $28,000. Mountain Hill Investment Partners Corp. bought a new position in shares of International Business Machines in the third quarter worth about $28,000. Finally, SWAN Capital LLC bought a new position in International Business Machines in the 3rd quarter worth approximately $28,000. Institutional investors and hedge funds own 58.96% of the company’s stock.

Analyst Ratings Changes

IBM has been the subject of several research reports. Oppenheimer set a $380.00 price objective on shares of International Business Machines and gave the company an “outperform” rating in a research note on Thursday. Wall Street Zen cut shares of International Business Machines from a “buy” rating to a “hold” rating in a research report on Sunday, January 11th. Jefferies Financial Group raised their price target on shares of International Business Machines from $360.00 to $370.00 and gave the stock a “buy” rating in a research report on Thursday. JPMorgan Chase & Co. increased their target price on International Business Machines from $312.00 to $317.00 and gave the stock a “neutral” rating in a report on Thursday. Finally, Dbs Bank raised 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 assigned a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, International Business Machines currently has an average rating of “Moderate Buy” and an average target price of $330.07.

International Business Machines News Roundup

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

• Positive Sentiment: Q4 beat and upgraded 2026 revenue outlook — IBM reported better?than?expected Q4 EPS and revenue, highlighted strong software and AI (watsonx/Red Hat) momentum, and gave FY?2026 revenue guidance above Street consensus. These fundamentals are the primary driver of recent upside interest. IBM Q4 Earnings Surpass Estimates
• Positive Sentiment: AI & software growth narrative strengthened — Management said AI?related revenue and software growth powered the quarter (software +14%, infrastructure +21%), and IBM is positioning with its Confluent acquisition to expand data streaming for AI workloads — a strategic tailwind for valuation. Analysis Of IBM’s Confluent Acquisition
• Positive Sentiment: Analyst upgrades and higher targets — Multiple firms lifted price targets and reiterated buy/outperform views after the quarter (Evercore to $345 outperf; JPMorgan raised its target). Upgrades add buying pressure and validate management’s AI story. Evercore Raises Target JPMorgan Raises IBM Target
• Positive Sentiment: Shareholder returns intact — IBM declared its quarterly dividend ($1.68 per share), supporting income investors and signaling confidence in cash flow. (Ex?dividend date noted in company disclosures.)
• Positive Sentiment: Board addition brings operating experience — IBM elected Ramon L. Laguarta (former PepsiCo CEO) to the board, adding consumer?sector and global ops expertise that investors often view as governance strength. IBM Elects Ramon L. Laguarta
• Neutral Sentiment: Large bond sale draws attention to funding and leverage — IBM has launched multi?part bond offerings (euro and dollar) to fund deals and operations; investors are parsing issuance size, yields and the impact on balance?sheet leverage. This is a funding update rather than an earnings surprise, so impact is mixed. IBM Bond Sale Puts Fresh Funding And Valuation In Investor Focus
• Negative Sentiment: Bearish/critical takes remain — Some analysts and commentaries highlight risks (execution, macro sensitivity, or areas of weakness) and published critical pieces framing cautionary scenarios that can pressure sentiment after initial euphoria. IBM: Limping Into 2026

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.