Zacks Research Issues Positive Outlook for IBM Earnings

International Business Machines Co. (NYSE:IBM) – Equities researchers at Zacks Research increased their Q2 2025 earnings estimates for International Business Machines in a research note issued to investors on Tuesday, March 25th. Zacks Research analyst S. Bose now expects that the technology company will earn $2.60 per share for the quarter, up from their previous estimate of $2.55. The consensus estimate for International Business Machines’ current full-year earnings is $10.78 per share. Zacks Research also issued estimates for International Business Machines’ FY2025 earnings at $10.51 EPS and Q2 2026 earnings at $2.99 EPS.

International Business Machines (NYSE:IBM) last issued its earnings results on Wednesday, January 29th. The technology company reported $3.92 EPS for the quarter, topping analysts’ consensus estimates of $3.77 by $0.15. International Business Machines had a net margin of 9.60% and a return on equity of 38.99%.

A number of other equities analysts also recently issued reports on the stock. BMO Capital Markets increased their price target on shares of International Business Machines from $260.00 to $280.00 and gave the stock a “market perform” rating in a research note on Thursday, January 30th. StockNews.com cut shares of International Business Machines from a “buy” rating to a “hold” rating in a research note on Saturday, March 15th. Sanford C. Bernstein lifted their target price on International Business Machines from $210.00 to $215.00 and gave the stock a “market perform” rating in a report on Friday, January 3rd. Erste Group Bank raised shares of International Business Machines from a “hold” rating to a “strong-buy” rating in a report on Monday, March 17th. Finally, JPMorgan Chase & Co. increased their price objective on shares of International Business Machines from $233.00 to $244.00 and gave the company a “neutral” rating in a research report on Thursday, January 30th. Two analysts have rated the stock with a sell rating, eight have assigned a hold rating, seven have assigned a buy rating and one has given a strong buy rating to the company’s stock. Based on data from MarketBeat, the company presently has an average rating of “Hold” and a consensus target price of $231.44.

International Business Machines Stock Performance

Shares of NYSE:IBM opened at $246.30 on Thursday. The company has a current ratio of 1.04, a quick ratio of 1.00 and a debt-to-equity ratio of 1.82. The company has a market cap of $228.38 billion, a price-to-earnings ratio of 38.42, a price-to-earnings-growth ratio of 5.81 and a beta of 0.74. International Business Machines has a 12 month low of $162.62 and a 12 month high of $266.45. The company has a 50-day moving average price of $249.12 and a 200-day moving average price of $231.01.

Institutional Investors Weigh In On International Business Machines

A number of large investors have recently made changes to their positions in the stock. Compass Financial Services Inc purchased a new stake in International Business Machines during the 4th quarter valued at about $26,000. Vision Financial Markets LLC purchased a new stake in International Business Machines in the fourth quarter valued at approximately $31,000. Avondale Wealth Management increased its holdings in International Business Machines by 56.0% in the 4th quarter. Avondale Wealth Management now owns 156 shares of the technology company’s stock worth $34,000 after buying an additional 56 shares during the period. Valued Wealth Advisors LLC raised its position in International Business Machines by 134.3% during the 4th quarter. Valued Wealth Advisors LLC now owns 157 shares of the technology company’s stock worth $35,000 after buying an additional 90 shares during the last quarter. Finally, Rialto Wealth Management LLC acquired a new stake in International Business Machines during the 4th quarter valued at approximately $35,000. 58.96% of the stock is owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other International Business Machines news, SVP Robert David Thomas sold 26,543 shares of the firm’s stock in a transaction dated Monday, March 3rd. The stock was sold at an average price of $253.01, for a total value of $6,715,644.43. Following the completion of the sale, the senior vice president now owns 45,007 shares of the company’s stock, valued at approximately $11,387,221.07. This trade represents a 37.10 % decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 0.18% of the stock is currently owned by company insiders.

International Business Machines Dividend Announcement

The company also recently disclosed a quarterly dividend, which was paid on Monday, March 10th. Stockholders of record on Monday, February 10th were given a $1.67 dividend. This represents a $6.68 dividend on an annualized basis and a dividend yield of 2.71%. The ex-dividend date was Monday, February 10th. International Business Machines’s payout ratio is currently 104.21%.

About International Business Machines

International Business Machines Corporation, together with its subsidiaries, provides integrated solutions and services worldwide. The company operates through Software, Consulting, Infrastructure, and Financing segments. The Software segment offers a hybrid cloud and AI platforms that allows clients to realize their digital and AI transformations across the applications, data, and environments in which they operate.