Q2 2026 EPS Estimates for International Business Machines Co. (NYSE:IBM) Raised by Zacks Research

International Business Machines Co. (NYSE:IBM) – Equities researchers at Zacks Research upped their Q2 2026 earnings estimates for International Business Machines in a report issued on Monday, October 14th. Zacks Research analyst S. Bose now forecasts that the technology company will post earnings per share of $3.10 for the quarter, up from their prior forecast of $3.06. The consensus estimate for International Business Machines’ current full-year earnings is $10.10 per share. Zacks Research also issued estimates for International Business Machines’ FY2026 earnings at $11.18 EPS.

A number of other research firms have also issued reports on IBM. DZ Bank lowered shares of International Business Machines from a “buy” rating to a “hold” rating and set a $215.00 price target on the stock. in a report on Wednesday, October 2nd. UBS Group boosted their price target on International Business Machines from $130.00 to $145.00 and gave the company a “sell” rating in a research note on Wednesday, September 4th. Stifel Nicolaus increased their target price on shares of International Business Machines from $205.00 to $246.00 and gave the stock a “buy” rating in a research report on Wednesday. Jefferies Financial Group upped their price objective on shares of International Business Machines from $190.00 to $200.00 and gave the stock a “hold” rating in a report on Thursday, July 25th. Finally, Bank of America raised their target price on International Business Machines from $209.00 to $250.00 and gave the company a “buy” rating in a report on Wednesday, October 9th. Three equities research analysts have rated the stock with a sell rating, eight have assigned a hold rating and seven have issued a buy rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $200.82.

International Business Machines Stock Performance

IBM opened at $233.64 on Tuesday. The company has a quick ratio of 1.08, a current ratio of 1.12 and a debt-to-equity ratio of 2.20. International Business Machines has a fifty-two week low of $135.87 and a fifty-two week high of $237.37. The firm has a market cap of $214.62 billion, a PE ratio of 26.46, a P/E/G ratio of 5.21 and a beta of 0.70. The business has a fifty day simple moving average of $210.57 and a 200-day simple moving average of $188.54.

International Business Machines (NYSE:IBM) last issued its quarterly earnings results on Wednesday, July 24th. The technology company reported $2.43 EPS for the quarter, topping the consensus estimate of $2.16 by $0.27. The firm had revenue of $15.77 billion for the quarter, compared to analysts’ expectations of $15.62 billion. International Business Machines had a net margin of 13.52% and a return on equity of 40.59%. International Business Machines’s revenue for the quarter was up 1.9% compared to the same quarter last year. During the same period in the previous year, the business earned $2.18 earnings per share.

International Business Machines Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Tuesday, September 10th. Stockholders of record on Friday, August 9th were paid a $1.67 dividend. The ex-dividend date was Friday, August 9th. This represents a $6.68 annualized dividend and a dividend yield of 2.86%. International Business Machines’s dividend payout ratio is presently 75.65%.

Institutional Trading of International Business Machines

Several large investors have recently added to or reduced their stakes in the company. Syon Capital LLC bought a new position in International Business Machines in the fourth quarter valued at about $220,000. Scarborough Advisors LLC bought a new position in shares of International Business Machines during the fourth quarter worth about $143,000. Creekmur Asset Management LLC acquired a new stake in shares of International Business Machines in the fourth quarter valued at approximately $29,000. Kapitalo Investimentos Ltda lifted its position in International Business Machines by 309.0% during the 4th quarter. Kapitalo Investimentos Ltda now owns 1,452 shares of the technology company’s stock worth $237,000 after buying an additional 1,097 shares in the last quarter. Finally, Arden Trust Co raised its holdings in International Business Machines by 2.8% during the first quarter. Arden Trust Co now owns 1,973 shares of the technology company’s stock worth $377,000 after acquiring an additional 54 shares in the last quarter. 58.96% of the stock is owned by institutional investors.

International Business Machines Company Profile

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.