What is Zacks Research's Estimate for IBM Q4 Earnings?

International Business Machines Co. (NYSE:IBM - Free Report) - Analysts at Zacks Research cut their Q4 2025 earnings estimates for shares of International Business Machines in a research report issued on Tuesday, March 25th. Zacks Research analyst S. Bose now anticipates that the technology company will post earnings per share of $4.12 for the quarter, down from their prior estimate of $4.14. 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 2026 earnings at $3.97 EPS, FY2026 earnings at $11.30 EPS and FY2027 earnings at $11.88 EPS.

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

Other equities research analysts have also issued reports about the company. BMO Capital Markets upped their price target on International Business Machines from $260.00 to $280.00 and gave the company a "market perform" rating in a research report on Thursday, January 30th. Oppenheimer started coverage on International Business Machines in a report on Tuesday, February 11th. They issued an "outperform" rating and a $320.00 target price for the company. Jefferies Financial Group reduced their price target on International Business Machines from $270.00 to $265.00 and set a "hold" rating on the stock in a report on Monday. The Goldman Sachs Group reissued a "buy" rating on shares of International Business Machines in a report on Wednesday, February 5th. Finally, Morgan Stanley lifted their target price 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. Two equities research analysts have rated the stock with a sell rating, eight have given a hold rating, seven have assigned a buy rating and one has given a strong buy rating to the company's stock. According to MarketBeat, International Business Machines presently has a consensus rating of "Hold" and a consensus target price of $231.13.

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International Business Machines Price Performance

NYSE IBM traded up $1.68 during trading hours on Friday, hitting $250.34. 4,412,708 shares of the company's stock traded hands, compared to its average volume of 4,108,761. 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 50-day moving average is $250.52 and its 200-day moving average is $232.13. International Business Machines has a 52-week low of $162.62 and a 52-week high of $266.45. The company has a market capitalization of $232.13 billion, a PE ratio of 39.05, a PEG ratio of 5.81 and a beta of 0.74.

International Business Machines Dividend Announcement

The firm also recently declared a quarterly dividend, which was paid on Monday, March 10th. Stockholders of record on Monday, February 10th were given a dividend of $1.67 per share. The ex-dividend date was Monday, February 10th. This represents a $6.68 annualized dividend and a dividend yield of 2.67%. International Business Machines's dividend payout ratio is presently 104.21%.

Insider Activity

In other news, SVP Robert David Thomas sold 26,543 shares of the stock in a transaction on 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 sale, the senior vice president now directly owns 45,007 shares in the company, 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 is accessible through the SEC website. Insiders own 0.18% of the company's stock.

Institutional Investors Weigh In On International Business Machines

Several large investors have recently bought and sold shares of IBM. United Bank grew its holdings in International Business Machines by 53.3% during the 3rd quarter. United Bank now owns 5,628 shares of the technology company's stock worth $1,244,000 after acquiring an additional 1,956 shares in the last quarter. Quest Partners LLC lifted its position in shares of International Business Machines by 23,700.0% during the 3rd quarter. Quest Partners LLC now owns 238 shares of the technology company's stock worth $53,000 after purchasing an additional 237 shares during the last quarter. FMR LLC increased its holdings in International Business Machines by 6.0% in the third quarter. FMR LLC now owns 5,195,933 shares of the technology company's stock valued at $1,148,717,000 after buying an additional 294,276 shares during the last quarter. Healthcare of Ontario Pension Plan Trust Fund acquired a new stake in International Business Machines in the third quarter valued at $4,355,000. Finally, Providence Capital Advisors LLC lifted its holdings in International Business Machines by 0.5% during the 3rd quarter. Providence Capital Advisors LLC now owns 17,288 shares of the technology company's stock worth $3,822,000 after buying an additional 84 shares during the last quarter. Hedge funds and other institutional investors own 58.96% of the company's stock.

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.