Zacks Research Has Positive Outlook of IBM FY2025 Earnings

International Business Machines Co. (NYSE:IBM - Free Report) - Analysts at Zacks Research upped their FY2025 earnings estimates for shares of International Business Machines in a report issued on Tuesday, February 18th. Zacks Research analyst S. Bose now expects that the technology company will post earnings per share of $10.40 for the year, up from their previous forecast of $10.37. 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 $4.11 EPS, Q4 2026 earnings at $3.97 EPS and FY2026 earnings at $11.27 EPS.

Other equities analysts also recently issued reports about the stock. JPMorgan Chase & Co. raised their price objective on shares of International Business Machines from $233.00 to $244.00 and gave the stock a "neutral" rating in a report on Thursday, January 30th. BMO Capital Markets raised their price objective on shares of International Business Machines from $260.00 to $280.00 and gave the stock a "market perform" rating in a report on Thursday, January 30th. The Goldman Sachs Group reaffirmed a "buy" rating on shares of International Business Machines in a report on Wednesday, February 5th. Oppenheimer began coverage on shares of International Business Machines in a report on Tuesday, February 11th. They set an "outperform" rating and a $320.00 price objective for the company. Finally, Royal Bank of Canada reissued an "outperform" rating and set a $250.00 price target on shares of International Business Machines in a report on Monday, January 27th. Two equities research analysts have rated the stock with a sell rating, seven have assigned a hold rating and eight have issued a buy rating to the company's stock. According to data from MarketBeat, International Business Machines currently has a consensus rating of "Hold" and an average target price of $231.44.

International Business Machines Price Performance

Shares of NYSE:IBM traded down $2.97 during midday trading on Friday, reaching $261.77. 5,665,344 shares of the company's stock were exchanged, compared to its average volume of 5,259,826. The company's 50 day simple moving average is $235.27 and its two-hundred day simple moving average is $221.81. The firm has a market capitalization of $242.05 billion, a PE ratio of 40.84, a price-to-earnings-growth ratio of 5.81 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. The company has a debt-to-equity ratio of 1.82, a quick ratio of 1.00 and a current ratio of 1.04.

International Business Machines (NYSE:IBM - Get Free Report) last posted its quarterly 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%.

Institutional Investors Weigh In On International Business Machines

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. McAdam LLC grew its position in shares of International Business Machines by 1.5% during the 3rd quarter. McAdam LLC now owns 3,570 shares of the technology company's stock worth $789,000 after buying an additional 52 shares during the period. Axecap Investments LLC acquired a new position in International Business Machines during the third quarter valued at approximately $1,096,000. International Assets Investment Management LLC grew its holdings in International Business Machines by 20,324.5% during the third quarter. International Assets Investment Management LLC now owns 2,715,636 shares of the technology company's stock valued at $600,373,000 after purchasing an additional 2,702,340 shares during the period. Brighton Jones LLC grew its holdings in International Business Machines by 5.2% during the third quarter. Brighton Jones LLC now owns 18,688 shares of the technology company's stock valued at $4,132,000 after purchasing an additional 922 shares during the period. Finally, Great Lakes Retirement Inc. grew its holdings in International Business Machines by 4,676.6% during the third quarter. Great Lakes Retirement Inc. now owns 11,034 shares of the technology company's stock valued at $2,439,000 after purchasing an additional 10,803 shares during the period. Institutional investors and hedge funds own 58.96% of the company's stock.

International Business Machines Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Monday, March 10th. Shareholders of record on Monday, February 10th will be given a $1.67 dividend. This represents a $6.68 annualized dividend and a yield of 2.55%. The ex-dividend date of this dividend is Monday, February 10th. International Business Machines's payout ratio is presently 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.