International Business Machines (NYSE:IBM) Director Buys $304,000.00 in Stock

International Business Machines Corporation (NYSE:IBM) Director David Farr bought 1,000 shares of International Business Machines stock in a transaction that occurred on Friday, January 30th. The stock was bought at an average price of $304.00 per share, with a total value of $304,000.00. Following the purchase, the director owned 9,258 shares of the company’s stock, valued at $2,814,432. This trade represents a 12.11% increase in their position. The acquisition was disclosed in a legal filing with the SEC, which is available through this hyperlink.

International Business Machines Stock Performance

Shares of IBM stock traded down $2.76 during mid-day trading on Friday, reaching $306.48. The stock had a trading volume of 5,938,007 shares, compared to its average volume of 4,658,533. International Business Machines Corporation has a one year low of $214.50 and a one year high of $324.90. The firm has a market cap of $286.48 billion, a PE ratio of 27.49, a P/E/G ratio of 2.85 and a beta of 0.70. The firm’s 50 day simple moving average is $302.67 and its 200 day simple moving average is $282.98. The company has a quick ratio of 0.89, a current ratio of 0.93 and a debt-to-equity ratio of 1.97.

International Business Machines (NYSE:IBM) last issued its earnings results on Wednesday, January 28th. The technology company reported $4.52 EPS for the quarter, beating analysts’ consensus estimates of $4.33 by $0.19. The business had revenue of $19.69 billion during the quarter, compared to analyst estimates of $19.23 billion. International Business Machines had a return on equity of 39.96% and a net margin of 15.69%.International Business Machines’s revenue was up 12.2% on a year-over-year basis. During the same period in the prior year, the company posted $3.92 earnings per share. On average, analysts forecast that International Business Machines Corporation will post 10.78 EPS for the current year.

International Business Machines Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Tuesday, March 10th. Investors of record on Tuesday, February 10th will be given a dividend of $1.68 per share. The ex-dividend date is Tuesday, February 10th. This represents a $6.72 annualized dividend and a yield of 2.2%. International Business Machines’s dividend payout ratio is 60.27%.

Trending Headlines about International Business Machines

Here are the key news stories impacting International Business Machines this week:

• Positive Sentiment: Q4 beat and upgraded 2026 revenue outlook — IBM reported better‑than‑expected Q4 EPS and revenue, highlighted strong software and AI (watsonx/Red Hat) momentum, and gave FY‑2026 revenue guidance above Street consensus. These fundamentals are the primary driver of recent upside interest. IBM Q4 Earnings Surpass Estimates
• Positive Sentiment: AI & software growth narrative strengthened — Management said AI‑related revenue and software growth powered the quarter (software +14%, infrastructure +21%), and IBM is positioning with its Confluent acquisition to expand data streaming for AI workloads — a strategic tailwind for valuation. Analysis Of IBM’s Confluent Acquisition
• Positive Sentiment: Analyst upgrades and higher targets — Multiple firms lifted price targets and reiterated buy/outperform views after the quarter (Evercore to $345 outperf; JPMorgan raised its target). Upgrades add buying pressure and validate management’s AI story. Evercore Raises Target JPMorgan Raises IBM Target
• Positive Sentiment: Shareholder returns intact — IBM declared its quarterly dividend ($1.68 per share), supporting income investors and signaling confidence in cash flow. (Ex‑dividend date noted in company disclosures.)
• Positive Sentiment: Board addition brings operating experience — IBM elected Ramon L. Laguarta (former PepsiCo CEO) to the board, adding consumer‑sector and global ops expertise that investors often view as governance strength. IBM Elects Ramon L. Laguarta
• Neutral Sentiment: Large bond sale draws attention to funding and leverage — IBM has launched multi‑part bond offerings (euro and dollar) to fund deals and operations; investors are parsing issuance size, yields and the impact on balance‑sheet leverage. This is a funding update rather than an earnings surprise, so impact is mixed. IBM Bond Sale Puts Fresh Funding And Valuation In Investor Focus
• Negative Sentiment: Bearish/critical takes remain — Some analysts and commentaries highlight risks (execution, macro sensitivity, or areas of weakness) and published critical pieces framing cautionary scenarios that can pressure sentiment after initial euphoria. IBM: Limping Into 2026

Institutional Trading of International Business Machines

A number of hedge funds and other institutional investors have recently bought and sold shares of IBM. Family CFO Inc bought a new stake in shares of International Business Machines in the 2nd quarter worth $25,000. Winnow Wealth LLC purchased a new position in International Business Machines during the second quarter valued at approximately $27,000. Mountain Hill Investment Partners Corp. bought a new stake in shares of International Business Machines during the 3rd quarter valued at about $28,000. Joseph Group Capital Management bought a new stake in shares of International Business Machines during the 4th quarter worth $28,000. Finally, SWAN Capital LLC purchased a new stake in International Business Machines in the third quarter worth approximately $28,000. Institutional investors own 58.96% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts have recently issued reports on IBM shares. Wall Street Zen downgraded shares of International Business Machines from a “buy” rating to a “hold” rating in a research report on Sunday, January 11th. Wedbush upped their price target on shares of International Business Machines from $325.00 to $340.00 and gave the company an “outperform” rating in a research note on Thursday. Dbs Bank raised shares of International Business Machines from a “hold” rating to a “moderate buy” rating in a research report on Monday, January 19th. Jefferies Financial Group increased their price objective on shares of International Business Machines from $360.00 to $370.00 and gave the stock a “buy” rating in a research note on Thursday. Finally, Argus set a $360.00 price target on shares of International Business Machines in a report on Friday. One analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating, five have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $330.07.

International Business Machines Company Profile

International Business Machines Corporation (IBM) is a global technology and consulting company headquartered in Armonk, New York. Founded in 1911 as the Computing-Tabulating-Recording Company (CTR) and renamed IBM in 1924, the company has evolved from early electromechanical machines to a diversified technology provider serving enterprises and governments worldwide. IBM is publicly traded on the New York Stock Exchange under the ticker symbol IBM.

IBM’s principal businesses encompass cloud computing and software, infrastructure and systems, consulting and technology services, and research and development.