Zacks Research Issues Pessimistic Forecast for IBM Earnings

International Business Machines Co. (NYSE:IBM) – Research analysts at Zacks Research lowered their Q1 2025 EPS estimates for shares of International Business Machines in a report released on Tuesday, February 18th. Zacks Research analyst S. Bose now expects that the technology company will post earnings per share of $1.40 for the quarter, down from their prior forecast of $1.57. The consensus estimate for International Business Machines’ current full-year earnings is $10.77 per share. Zacks Research also issued estimates for International Business Machines’ Q2 2025 earnings at $2.49 EPS, Q3 2025 earnings at $2.39 EPS, Q1 2026 earnings at $1.71 EPS, Q2 2026 earnings at $2.96 EPS, Q3 2026 earnings at $2.63 EPS and FY2027 earnings at $11.85 EPS.

International Business Machines (NYSE:IBM) last posted its earnings results on Wednesday, January 29th. The technology company reported $3.92 EPS for the quarter, beating 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%.

IBM has been the subject of a number of other research reports. Oppenheimer initiated coverage on shares of International Business Machines in a research note on Tuesday, February 11th. They set an “outperform” rating and a $320.00 price target for the company. Morgan Stanley increased their price target on shares of International Business Machines from $217.00 to $228.00 and gave the stock an “equal weight” rating in a research note on Thursday, January 30th. 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. Sanford C. Bernstein increased their price target on shares of International Business Machines from $210.00 to $215.00 and gave the stock a “market perform” rating in a research note on Friday, January 3rd. Finally, UBS Group increased their price target on shares of International Business Machines from $150.00 to $160.00 and gave the stock a “sell” rating in a research note on Tuesday, January 14th. Two equities research analysts have rated the stock with a sell rating, seven have given a hold rating and eight have given a buy rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus target price of $231.44.

International Business Machines Trading Up 0.2 %

NYSE IBM opened at $264.85 on Thursday. 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 firm’s fifty day moving average price is $234.65 and its 200 day moving average price is $221.26. The company has a market capitalization of $244.89 billion, a price-to-earnings ratio of 41.32, a price-to-earnings-growth ratio of 5.77 and a beta of 0.76. International Business Machines has a 12 month low of $162.62 and a 12 month high of $265.72.

Institutional Trading of International Business Machines

Hedge funds and other institutional investors have recently made changes to their positions in the stock. Compass Financial Services Inc acquired a new stake in shares of International Business Machines in the fourth quarter valued at about $26,000. Hazlett Burt & Watson Inc. increased its holdings in International Business Machines by 1,054.5% during the 3rd quarter. Hazlett Burt & Watson Inc. now owns 127 shares of the technology company’s stock valued at $29,000 after acquiring an additional 116 shares in the last quarter. Hara Capital LLC purchased a new position in International Business Machines during the 3rd quarter valued at about $29,000. Vision Financial Markets LLC purchased a new position in International Business Machines during the 4th quarter valued at about $31,000. Finally, Avondale Wealth Management increased its holdings in International Business Machines by 56.0% during the 4th quarter. Avondale Wealth Management now owns 156 shares of the technology company’s stock valued at $34,000 after acquiring an additional 56 shares in the last quarter. Institutional investors and hedge funds own 58.96% of the company’s stock.

International Business Machines Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Monday, March 10th. Investors of record on Monday, February 10th will be paid a $1.67 dividend. This represents a $6.68 annualized dividend and a dividend yield of 2.52%. The ex-dividend date is Monday, February 10th. International Business Machines’s dividend payout ratio (DPR) is 104.21%.

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.