International Business Machines (NYSE:IBM) Director Acquires $11,891.50 in Stock

International Business Machines Corporation (NYSE:IBM) Director Michelle Howard bought 50 shares of the firm’s stock in a transaction dated Wednesday, February 25th. The stock was acquired at an average cost of $237.83 per share, with a total value of $11,891.50. Following the transaction, the director owned 194 shares of the company’s stock, valued at $46,139.02. This trade represents a 34.72% increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which can be accessed through this hyperlink.

International Business Machines Stock Up 3.7%

Shares of IBM stock traded up $8.43 on Wednesday, reaching $237.75. 8,560,548 shares of the company’s stock traded hands, compared to its average volume of 6,019,047. The business’s 50 day moving average price is $290.87 and its two-hundred day moving average price is $284.17. The company has a market capitalization of $222.24 billion, a P/E ratio of 21.32, a price-to-earnings-growth ratio of 2.24 and a beta of 0.69. The company has a debt-to-equity ratio of 1.67, a quick ratio of 0.92 and a current ratio of 0.96. International Business Machines Corporation has a 12-month low of $214.50 and a 12-month high of $324.90.

International Business Machines (NYSE:IBM) last released its earnings results on Wednesday, January 28th. The technology company reported $4.52 earnings per share for the quarter, beating the consensus estimate of $4.33 by $0.19. The company had revenue of $19.69 billion for the quarter, compared to analysts’ expectations of $19.23 billion. International Business Machines had a return on equity of 38.15% and a net margin of 15.69%.The business’s revenue for the quarter was up 12.2% on a year-over-year basis. During the same quarter in the previous year, the business posted $3.92 EPS. On average, equities analysts forecast that International Business Machines Corporation will post 10.78 earnings per share 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. Stockholders of record on Tuesday, February 10th will be issued a dividend of $1.68 per share. This represents a $6.72 annualized dividend and a dividend yield of 2.8%. The ex-dividend date is Tuesday, February 10th. International Business Machines’s payout ratio is currently 60.27%.

Trending Headlines about International Business Machines

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

• Positive Sentiment: IBM won a new government contract — a potential multi-year revenue stream worth up to $112M to modernize electronic shelf labels for the Defense Commissary Agency, reinforcing recurring infrastructure and services revenue. IBM Awarded Defense Commissary Agency Contract
• Positive Sentiment: Directors bought shares on Feb. 25 — Michael Miebach purchased 434 shares (SEC filing) and director Michelle J. Howard acquired 50 shares, signaling insider confidence after the recent volatility. Miebach SEC Filing Howard SEC Filing
• Positive Sentiment: Several analysts and outlets are calling the steep selloff an overreaction and pitching a buy-the-dip case, pointing to strong Q4 results, record free cash flow and durable mainframe/moat characteristics. That defense has helped stabilize the stock. IBM’s Steep Drop on AI Fears May Be an Overreaction
• Neutral Sentiment: UBS moved IBM from “Sell” to “Neutral” — the change reduces immediate sell-side pressure but is not a bullish upgrade; UBS kept a cautious price target near current levels. IBM no longer a Sell, says UBS as analysts upgrade stock
• Neutral Sentiment: High volatility and heavy volume remain in play — the earlier, rapid re-pricing has created deep analyst divergence and larger-than-normal trading ranges, which can amplify both rebounds and pullbacks. Are the Best Days Over for IBM Stock?
• Negative Sentiment: AI startup Anthropic’s Claude Code announcement triggered fears it could automate COBOL modernization — a perceived threat to IBM’s legacy mainframe/consulting revenue — which caused a sharp, multi-day selloff (the original catalyst for the recent 13% single-day plunge). That narrative still clouds sentiment. IBM posts steepest daily drop after Anthropic says AI can modernize COBOL
• Negative Sentiment: Morgan Stanley trimmed its price target (and reiterates an “equal weight” stance), reflecting lower upside from prior levels and contributing to mixed analyst signals. Morgan Stanley cuts price target

Institutional Inflows and Outflows

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

Wall Street Analyst Weigh In

A number of analysts recently issued reports on IBM shares. Jefferies Financial Group reissued a “buy” rating on shares of International Business Machines in a research report on Monday. JPMorgan Chase & Co. lifted their price target on International Business Machines from $312.00 to $317.00 and gave the company a “neutral” rating in a report on Thursday, January 29th. Bank of America raised their price objective on shares of International Business Machines from $315.00 to $335.00 and gave the company a “buy” rating in a research report on Tuesday, January 13th. Sanford C. Bernstein reiterated a “market perform” rating on shares of International Business Machines in a research note on Wednesday, December 10th. Finally, Evercore increased their price target on shares of International Business Machines from $330.00 to $345.00 and gave the stock an “outperform” rating in a research note on Thursday, January 29th. One investment analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and eight have issued a Hold rating to the stock. According to data from MarketBeat.com, International Business Machines currently has an average rating of “Moderate Buy” and an average price target of $320.87.

About International Business Machines

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.