Zacks Research Analysts Lift Earnings Estimates for IBM

International Business Machines Co. (NYSE:IBM) – Equities research analysts at Zacks Research lifted their Q2 2025 earnings per share estimates for shares of International Business Machines in a report issued on Wednesday, February 26th. Zacks Research analyst S. Bose now forecasts that the technology company will post earnings of $2.55 per share for the quarter, up from their previous estimate of $2.49. 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’ Q4 2025 earnings at $4.14 EPS, FY2025 earnings at $10.48 EPS, Q4 2026 earnings at $4.01 EPS, FY2026 earnings at $11.32 EPS and FY2027 earnings at $11.92 EPS.

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

Several other research firms have also recently commented on IBM. StockNews.com cut International Business Machines from a “buy” rating to a “hold” rating in a research note on Thursday. UBS Group raised their target price on International Business Machines from $150.00 to $160.00 and gave the company a “sell” rating in a report on Tuesday, January 14th. Royal Bank of Canada restated an “outperform” rating and issued a $250.00 target price on shares of International Business Machines in a report on Monday, January 27th. Oppenheimer assumed coverage on International Business Machines in a report on Tuesday, February 11th. They set an “outperform” rating and a $320.00 price target on the stock. Finally, Sanford C. Bernstein boosted their target price on International Business Machines from $210.00 to $215.00 and gave the company a “market perform” rating in a research note on Friday, January 3rd. Two analysts have rated the stock with a sell rating, eight have assigned a hold rating and seven have issued a buy rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus target price of $231.44.

International Business Machines Price Performance

Shares of IBM opened at $252.63 on Friday. International Business Machines has a 1 year low of $162.62 and a 1 year high of $265.72. The company has a debt-to-equity ratio of 1.82, a current ratio of 1.04 and a quick ratio of 1.00. The company has a market capitalization of $234.25 billion, a price-to-earnings ratio of 39.41, a price-to-earnings-growth ratio of 5.81 and a beta of 0.76. The business has a 50-day moving average of $238.37 and a 200-day moving average of $224.13.

Institutional Trading of International Business Machines

A number of hedge funds have recently bought and sold shares of IBM. JBR Co Financial Management Inc grew its position in International Business Machines by 0.6% during the 4th quarter. JBR Co Financial Management Inc now owns 6,390 shares of the technology company’s stock worth $1,405,000 after purchasing an additional 40 shares during the period. Wealth Dimensions Group Ltd. lifted its stake in International Business Machines by 1.0% in the 4th quarter. Wealth Dimensions Group Ltd. now owns 3,972 shares of the technology company’s stock valued at $873,000 after buying an additional 40 shares in the last quarter. Schechter Investment Advisors LLC lifted its stake in International Business Machines by 0.7% in the 4th quarter. Schechter Investment Advisors LLC now owns 6,351 shares of the technology company’s stock valued at $1,396,000 after buying an additional 43 shares in the last quarter. Titleist Asset Management LLC lifted its stake in International Business Machines by 3.1% in the 4th quarter. Titleist Asset Management LLC now owns 1,431 shares of the technology company’s stock worth $315,000 after purchasing an additional 43 shares in the last quarter. Finally, Callan Capital LLC lifted its stake in International Business Machines by 2.4% in the 4th quarter. Callan Capital LLC now owns 1,870 shares of the technology company’s stock worth $411,000 after purchasing an additional 44 shares in the last quarter. Hedge funds and other institutional investors own 58.96% of the company’s stock.

International Business Machines Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, March 10th. Shareholders of record on Monday, February 10th will be issued a dividend of $1.67 per share. The ex-dividend date of this dividend is Monday, February 10th. This represents a $6.68 dividend on an annualized basis and a yield of 2.64%. International Business Machines’s dividend 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.