Zacks Research Analysts Boost Earnings Estimates for IBM

International Business Machines Co. (NYSE:IBM - Free Report) - Research analysts at Zacks Research boosted their Q2 2025 earnings per share estimates for International Business Machines in a report issued on Tuesday, March 25th. Zacks Research analyst S. Bose now anticipates that the technology company will post earnings per share of $2.60 for the quarter, up from their prior estimate of $2.55. 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' FY2025 earnings at $10.51 EPS and Q2 2026 earnings at $2.99 EPS.

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

Several other equities analysts have also issued reports on the stock. Sanford C. Bernstein boosted their target price on shares of International Business Machines from $210.00 to $215.00 and gave the company a "market perform" rating in a report on Friday, January 3rd. Erste Group Bank raised shares of International Business Machines from a "hold" rating to a "strong-buy" rating in a research note on Monday, March 17th. Morgan Stanley increased their price target on International Business Machines from $217.00 to $228.00 and gave the stock an "equal weight" rating in a report on Thursday, January 30th. The Goldman Sachs Group restated a "buy" rating on shares of International Business Machines in a research note on Wednesday, February 5th. Finally, StockNews.com cut shares of International Business Machines from a "buy" rating to a "hold" rating in a report on Saturday, March 15th. Two research analysts have rated the stock with a sell rating, eight have given a hold rating, seven have given a buy rating and one has assigned a strong buy rating to the stock. Based on data from MarketBeat.com, the stock presently has an average rating of "Hold" and a consensus price target of $231.44.

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International Business Machines Trading Down 1.0 %

NYSE:IBM traded down $2.38 on Thursday, reaching $243.83. 3,125,152 shares of the stock traded hands, compared to its average volume of 4,089,823. The firm has a market capitalization of $226.10 billion, a price-to-earnings ratio of 38.04, a price-to-earnings-growth ratio of 5.81 and a beta of 0.74. International Business Machines has a 1-year low of $162.62 and a 1-year high of $266.45. The company has a current ratio of 1.04, a quick ratio of 1.00 and a debt-to-equity ratio of 1.82. The company's 50 day moving average is $249.51 and its 200-day moving average is $231.47.

International Business Machines Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, March 10th. Stockholders of record on Monday, February 10th were paid a $1.67 dividend. This represents a $6.68 annualized dividend and a dividend yield of 2.74%. The ex-dividend date was Monday, February 10th. International Business Machines's dividend payout ratio is currently 104.21%.

Insiders Place Their Bets

In other news, SVP Robert David Thomas sold 26,543 shares of International Business Machines 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 transaction, 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 position. The sale was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. 0.18% of the stock is owned by insiders.

Hedge Funds Weigh In On International Business Machines

Hedge funds have recently modified their holdings of the stock. Milestone Asset Management Group LLC acquired a new stake in shares of International Business Machines during the 4th quarter worth approximately $368,000. Wellington Management Group LLP raised its position in International Business Machines by 1.4% during the fourth quarter. Wellington Management Group LLP now owns 231,021 shares of the technology company's stock worth $50,785,000 after acquiring an additional 3,206 shares during the period. Mascagni Wealth Management Inc. acquired a new stake in shares of International Business Machines in the fourth quarter valued at about $43,000. DSG Capital Advisors LLC purchased a new stake in International Business Machines during the 4th quarter worth approximately $372,000. Finally, Triton Wealth Management PLLC increased its position in shares of International Business Machines by 23.0% during the fourth quarter. Triton Wealth Management PLLC now owns 1,274 shares of the technology company's stock worth $271,000 after purchasing an additional 238 shares in the last quarter. Institutional investors and hedge funds own 58.96% of the company's stock.

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.