Zacks Research Analysts Boost Earnings Estimates for IBM

International Business Machines Co. (NYSE:IBM) – Equities research analysts at Zacks Research upped their Q2 2025 earnings per share estimates for International Business Machines in a note issued to investors on Wednesday, February 26th. Zacks Research analyst S. Bose now forecasts that the technology company will earn $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.

Several other research firms have also issued reports on IBM. Sanford C. Bernstein upped their price objective 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. JPMorgan Chase & Co. increased their price objective on International Business Machines from $233.00 to $244.00 and gave the stock a “neutral” rating in a research report on Thursday, January 30th. Morgan Stanley lifted their price target on shares of International Business Machines from $217.00 to $228.00 and gave the company an “equal weight” rating in a research report on Thursday, January 30th. Jefferies Financial Group raised their target price on shares of International Business Machines from $245.00 to $270.00 and gave the company a “hold” rating in a report on Thursday, January 30th. Finally, StockNews.com downgraded shares of International Business Machines from a “buy” rating to a “hold” rating in a report on Thursday. Two analysts have rated the stock with a sell rating, eight have issued a hold rating and seven have issued a buy rating to the company’s stock. Based on data from MarketBeat, International Business Machines currently has a consensus rating of “Hold” and a consensus target price of $231.44.

International Business Machines Stock Down 1.0 %

International Business Machines stock opened at $253.24 on Friday. International Business Machines has a fifty-two week low of $162.62 and a fifty-two week high of $265.72. The firm has a market capitalization of $234.16 billion, a PE ratio of 39.51, a P/E/G ratio of 5.81 and a beta of 0.76. The company’s 50-day moving average is $237.78 and its 200-day moving average is $223.69. The company has a debt-to-equity ratio of 1.82, a current ratio of 1.04 and a quick ratio of 1.00.

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

Hedge Funds Weigh In On International Business Machines

Several institutional investors have recently modified their holdings of the company. Pettinga Financial Advisors LLC purchased a new position in shares of International Business Machines during the third quarter valued at approximately $221,000. Valmark Advisers Inc. raised its stake in shares of International Business Machines by 6.8% in the third quarter. Valmark Advisers Inc. now owns 4,651 shares of the technology company’s stock worth $1,028,000 after purchasing an additional 297 shares during the last quarter. Cornerstone Wealth Group LLC lifted its holdings in shares of International Business Machines by 2.2% during the third quarter. Cornerstone Wealth Group LLC now owns 3,674 shares of the technology company’s stock valued at $812,000 after purchasing an additional 80 shares in the last quarter. Goldstone Financial Group LLC bought a new stake in International Business Machines in the 3rd quarter worth about $535,000. Finally, Catalyst Financial Partners LLC raised its position in International Business Machines by 5.0% in the 3rd quarter. Catalyst Financial Partners LLC now owns 4,548 shares of the technology company’s stock worth $1,005,000 after buying an additional 215 shares during the last quarter. 58.96% of the stock is currently owned by institutional investors.

International Business Machines Dividend Announcement

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