Research Analysts Issue Forecasts for IBM Q2 Earnings

International Business Machines Co. (NYSE:IBM - Free Report) - Stock analysts at Wedbush boosted their Q2 2025 EPS estimates for shares of International Business Machines in a research report issued on Friday, April 25th. Wedbush analyst D. Ives now expects that the technology company will post earnings of $2.67 per share for the quarter, up from their previous estimate of $2.61. Wedbush currently has a "Outperform" rating and a $300.00 price objective on the stock. The consensus estimate for International Business Machines' current full-year earnings is $10.78 per share. Wedbush also issued estimates for International Business Machines' Q3 2025 earnings at $2.45 EPS, Q4 2025 earnings at $4.16 EPS, FY2025 earnings at $10.90 EPS, Q1 2026 earnings at $1.74 EPS, Q2 2026 earnings at $2.80 EPS, Q3 2026 earnings at $2.79 EPS, Q4 2026 earnings at $4.24 EPS and FY2026 earnings at $11.56 EPS.

International Business Machines (NYSE:IBM - Get Free Report) last posted its quarterly earnings data on Wednesday, April 23rd. The technology company reported $1.60 EPS for the quarter, beating the consensus estimate of $1.42 by $0.18. The business had revenue of $14.54 billion for the quarter, compared to analysts' expectations of $14.41 billion. International Business Machines had a net margin of 9.60% and a return on equity of 38.99%. The firm's revenue was up .5% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.68 EPS.

IBM has been the subject of a number of other research reports. Oppenheimer assumed coverage on shares of International Business Machines in a research note on Tuesday, February 11th. They set an "outperform" rating and a $320.00 target price for the company. BMO Capital Markets restated a "market perform" rating on shares of International Business Machines in a research report on Wednesday, April 23rd. JPMorgan Chase & Co. upped their price objective on International Business Machines from $233.00 to $244.00 and gave the company a "neutral" rating in a research note on Thursday, January 30th. The Goldman Sachs Group reaffirmed a "buy" rating on shares of International Business Machines in a research note on Wednesday, February 5th. Finally, Royal Bank of Canada reissued an "outperform" rating and issued a $276.00 price target on shares of International Business Machines in a research note on Monday, April 14th. Two analysts have rated the stock with a sell rating, eight have given a hold rating, eight have given a buy rating and one has issued a strong buy rating to the stock. Based on data from MarketBeat, the company currently has a consensus rating of "Hold" and an average price target of $242.41.

International Business Machines Stock Up 0.6 %

Shares of NYSE:IBM traded up $1.39 during midday trading on Monday, hitting $240.78. The stock had a trading volume of 1,988,373 shares, compared to its average volume of 4,201,543. The business's 50-day simple moving average is $244.27 and its 200-day simple moving average is $233.97. International Business Machines has a 12 month low of $162.62 and a 12 month high of $266.45. The company has a market cap of $223.27 billion, a P/E ratio of 37.56, a PEG ratio of 5.81 and a beta of 0.67. The company has a quick ratio of 1.00, a current ratio of 1.04 and a debt-to-equity ratio of 1.82.

International Business Machines Increases Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, June 10th. Investors of record on Friday, May 9th will be given a $1.68 dividend. This is an increase from International Business Machines's previous quarterly dividend of $1.67. This represents a $6.72 dividend on an annualized basis and a yield of 2.79%. International Business Machines's payout ratio is presently 114.97%.

Insider Buying and Selling at International Business Machines

In related news, SVP Robert David Thomas sold 26,543 shares of the stock in a transaction dated Monday, March 3rd. The stock was sold at an average price of $253.01, for a total transaction of $6,715,644.43. Following the completion of the sale, the senior vice president now directly owns 45,007 shares in the company, valued at $11,387,221.07. This represents a 37.10 % decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available through this link. Company insiders own 0.18% of the company's stock.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently made changes to their positions in the company. Compass Financial Services Inc bought a new position in International Business Machines in the 4th quarter valued at approximately $26,000. Vision Financial Markets LLC purchased a new position in International Business Machines in the 4th quarter worth approximately $31,000. Avondale Wealth Management increased its holdings in International Business Machines by 56.0% in the 4th quarter. Avondale Wealth Management now owns 156 shares of the technology company's stock valued at $34,000 after acquiring an additional 56 shares during the last quarter. Valued Wealth Advisors LLC grew its holdings in International Business Machines by 134.3% during the 4th quarter. Valued Wealth Advisors LLC now owns 157 shares of the technology company's stock valued at $35,000 after buying an additional 90 shares in the last quarter. Finally, Rialto Wealth Management LLC bought a new position in shares of International Business Machines during the 4th quarter valued at approximately $35,000. Hedge funds and other institutional investors 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.