International Business Machines 배당 및 자사주 매입
배당 기준 점검 5/6
International Business Machines 수익으로 충분히 충당되는 현재 수익률 2.86% 보유한 배당금 지급 회사입니다. 다음 지급일은 10th September, 2026 이며 배당락일은 다음과 같습니다. 10th August, 2026.
핵심 정보
2.9%
배당 수익률
0.1%
자사주 매입 수익률
| 총 주주 수익률 | 3.0% |
| 미래 배당 수익률 | 2.9% |
| 배당 성장률 | 2.3% |
| 다음 배당 지급일 | 10 Sep 26 |
| 배당락일 | 10 Aug 26 |
| 주당 배당금 | n/a |
| 배당 성향 | 59% |
최근 배당 및 자사주 매입 업데이트
Recent updates
Seeking Alpha • Aug 05
IBM: New And Agile Is Nice, But Don't Underestimate Classic Size And Power
Summary One who appreciates business/market history might recall IBM as a hot MBA destination but also as an a lackluster lumbering overly bureaucratic giant — like many other big caps. Starting in the 1980s and continuing beyond, these business sloths slimmed down and reinvented themselves, thus turning the S&P 500 into the super index we revere today. IBM was among that crowd. But being in a complex tech business, it took IBM longer to reinvent itself. But by now, IBM has become a modern powerhouse. Serving a mainly enterprise clientele via its data-moving prowess, IBM lacks the cool image enjoyed by smaller, newer, hipper AI firms. But don’t underestimate the power IBM can wield. The stock got hammered recently because IBM reported a trivial negative earnings surprise. The issue is transitory, and makes for a nice buying opportunity for IBM stock. Read the full article on Seeking Alpha
내러티브 업데이트 • Jul 29
IBM: Quantum And AI Infrastructure Shift Will Support Long Term Upside
IBM's updated analyst narrative reflects a lower implied price target of about $316 from $375, as analysts factor in reduced revenue growth assumptions, a slightly higher discount rate, and recent cuts to Street price targets following softer software and mainframe trends. These factors are partly offset by a modestly higher profit margin outlook and a lower future P/E multiple.내러티브 업데이트 • Jul 14
IBM: Quantum And AI Infrastructure Roadmap Will Support Long Term Upside Potential
IBM's updated analyst price target has been reset to $375 from $390, reflecting a modest pullback even as analysts highlight support from AI and quantum initiatives, resilient software and infrastructure demand, and mixed views on valuation compared with "synthetic IBM" alternatives. Analyst Commentary Recent Street research on International Business Machines shows a wide range of views, but several bullish analysts have highlighted specific areas where they see IBM executing well and building potential growth drivers in software, infrastructure, and quantum.
내러티브 업데이트 • Jun 30
IBM: AI Infrastructure And Quantum Optionality Will Shape Balanced Future Returns
The updated analyst price target for International Business Machines has been refined lower to about $294 from roughly $302, as analysts factor in slightly slower modeled revenue growth, higher projected profit margins, and a reduced future P/E multiple informed by recent research on AI infrastructure demand, software acceleration, and quantum computing optionality. Analyst Commentary Street research on International Business Machines points to a split view, with several firms leaning more constructive on AI, software and quantum optionality, while others are focusing on execution risks and valuation reset after a strong run.분석 기사 • Jun 22
IBM (IBM) Stock Could Be 2.7% Undervalued After Accenture Outlook Shook IT Services
International Business Machines (IBM) came under pressure after Accenture cut its revenue outlook, which raised fresh questions about IT services demand, AI consulting projects, and how higher interest rates are affecting large technology stocks. See our latest analysis for International Business Machines. For International Business Machines, the recent 5.05% one day share price decline and weaker short term momentum, with a 7 day share price return down 8.5% and year to date share price...내러티브 업데이트 • Jun 16
IBM: Quantum Investments And Federal Support Will Reshape AI Infrastructure Story
Analysts raised their fair value estimate for International Business Machines to $390 from $335, citing higher long-term assumptions for revenue growth, profit margins, and future P/E, in light of recent bullish price target revisions across the Street that focus on IBM's AI, hybrid cloud, and quantum initiatives. Analyst Commentary Recent commentary on International Business Machines centers on how AI infrastructure, hybrid cloud, and quantum efforts feed into valuation, execution, and potential growth.
내러티브 업데이트 • Jun 02
IBM: Quantum And AI Hype Will Outrun Execution And Margin Delivery
Analyst fair value for International Business Machines has been reset from $201.51 to $195.00 as analysts balance recent price target moves around $350 with updated assumptions for discount rate, modestly higher revenue growth, slightly stronger profit margins, and a lower future P/E. Analyst Commentary Recent Street research on International Business Machines highlights a split view.
내러티브 업데이트 • May 28
This news is strategically bullish but financially asymmetric
Below is a structured investment-style analysis (in English) of how this news could affect IBM’s future earnings and valuation , incorporating both the quantum foundry (Anderon) and the Abertis consulting deal. IBM: Impact Analysis on Earnings & Valuation 1.내러티브 업데이트 • May 21
Software now ~45% of revenue
I have instructed Copiot to make this update using the data published today by IBM: Think 2026: true McKinsey / PE-grade Investment Committee pack , adding the pieces that actually drive decisions: valuation, IRR framing, comparables, and a crisp IC decision page. IBM – Investment Committee Pack (PE / McKinsey Grade) 1.내러티브 업데이트 • May 18
IBM: Hybrid Cloud And AI Momentum Will Support Rebalanced Risk Profile
IBM's updated analyst price target of $335, down from $390, reflects a mix of reduced fair value and revenue growth assumptions, along with slightly lower discount rate and future P/E expectations, as analysts weigh recent target cuts against more balanced risk/reward views and valuation upgrades. Analyst Commentary Recent research on International Business Machines points to a split view, with several firms revising price targets lower while others highlight more balanced risk/reward and pockets of support for the stock.새로운 내러티브 • May 12
IBM has transitioned from a traditional IT services provider into a hybrid cloud and AI platform leader
Below is a sell‑side / investment banking–style Investment Memorandum (IM) on International Business Machines Corporation (IBM) , structured as it would appear in a professional transaction or equity capital markets context. Investment Memorandum International Business Machines Corporation (NYSE: IBM) 1.내러티브 업데이트 • Apr 30
IBM: Slowing Mainframe And Consulting Momentum Will Pressure AI Expectations
The analyst price target for International Business Machines has been reset lower to reflect a fair value move from about $223.21 to $201.51. Analysts factor in recent price target cuts, slightly softer modeled revenue growth and margins, and a more moderate future P/E, alongside several rating upgrades that cite more balanced risk and reasonable valuation.내러티브 업데이트 • Apr 15
IBM: Hybrid Cloud And AI Will Offset Mainframe And Consulting Concerns
Analysts have trimmed their average price target for International Business Machines by a mid double digit dollar amount, reflecting a mix of reduced expectations for mainframe and consulting momentum, alongside continued interest in IBM's hybrid cloud and AI opportunities. Analyst Commentary Recent Street research on International Business Machines shows a mix of reduced price targets alongside pockets of more constructive commentary, especially around hybrid cloud, AI and mainframe resilience.내러티브 업데이트 • Apr 01
IBM: Hybrid Cloud And AI Platforms Will Reshape Mainframe Reliance
Analysts have trimmed their average price targets on IBM by a wide range, including cuts of $34 and $60 alongside multiple earlier increases of $5 to $52, while keeping fair value at $390.0. They are weighing slower mainframe and consulting trends against broader hybrid cloud and AI opportunities, as well as a slightly lower assumed discount rate and P/E multiple in current models. Analyst Commentary Recent research on International Business Machines shows a mix of caution on mainframe and consulting trends alongside clear pockets of optimism around hybrid cloud, AI and the company’s broader software franchise.내러티브 업데이트 • Mar 18
IBM: Hybrid Cloud And AI Execution Will Drive Repricing Potential
Analysts have kept the average price target for International Business Machines steady at $390.00. Recent research points to a more balanced risk/reward profile, as AI related competitive concerns around the Z mainframe platform and slower expectations for mainframe and consulting growth are weighed against ongoing interest in IBM's hybrid cloud, AI, automation and data offerings.내러티브 업데이트 • Mar 04
IBM: Mainframe And Consulting Execution Will Shape AI Upside And Downside
The analyst price target for International Business Machines has been reduced by about $9 to reflect a slightly higher discount rate and only modest adjustments to long term growth and margin assumptions, as analysts balance recent upgrades and target increases with concerns about slower mainframe and consulting momentum. Analyst Commentary Recent research on International Business Machines reflects a mixed backdrop, with some firms turning more constructive after earlier target hikes and a sharp 2026 share price pullback, and others flagging execution and growth risks around key businesses such as mainframe infrastructure and consulting.내러티브 업데이트 • Feb 17
IBM: Execution Risks Around Confluent Integration Will Define Future Downside
Analysts have raised their price targets on International Business Machines, supporting a fair value increase from $198.00 to approximately $232.21. They attribute this change to updated assumptions regarding revenue growth, margins, and future P/E multiples.내러티브 업데이트 • Feb 03
IBM: Broad Price Reset Will Highlight Confluent Deal And AI Initiatives
The analyst price target for International Business Machines has been raised from US$350 to US$390, reflecting updated assumptions around discount rates, margins and future P/E, alongside a broad wave of recent price target increases from multiple research firms. Analyst Commentary Bullish analysts have been lifting their price targets on International Business Machines in quick succession, with several moves clustered around the same dates.내러티브 업데이트 • Jan 20
IBM: Quantum And Software Execution Will Drive Returns Through Workforce Shift
Analysts have nudged their fair value estimate for International Business Machines higher to about $302 from roughly $294, citing updated long term assumptions on revenue growth, profitability, and future P/E multiples that reflect recent price target moves and emerging views on quantum computing and software performance. Analyst Commentary Recent Street research on International Business Machines highlights a split view, with some analysts leaning into upside tied to quantum computing and recent acquisitions, while others focus on execution risks in core software and the timeline needed to support higher valuation multiples.내러티브 업데이트 • Jan 06
IBM: Quantum Potential And Software Execution Will Shape Returns Through Workforce Shift
Analysts made only a modest adjustment to their price targets on International Business Machines, balancing mixed views on near term software momentum with the longer term potential in areas such as quantum computing and higher margin revenue streams. Analyst Commentary Recent research paints a mixed picture for International Business Machines, with some analysts more focused on long term optionality in quantum and others keying in on near term software execution and valuation.내러티브 업데이트 • Dec 17
IBM: Quantum Optionality And Software Execution Will Drive Returns Amid Workforce Shift
Analysts have nudged their fair value estimate for International Business Machines slightly higher, lifting the price target by about $3 to reflect steady core software execution, improving long term quantum revenue optionality, and modestly richer earnings multiples, despite only incremental changes to growth and margin assumptions. Analyst Commentary Recent Street research presents a mixed but generally constructive view on IBM, with several bullish analysts lifting price targets on the back of solid execution in software, consulting, and emerging quantum capabilities, while more cautious voices point to valuation and growth hurdles that still need to be cleared.내러티브 업데이트 • Dec 03
IBM: Quantum And Software Execution Will Shape Returns Amid Workforce Shift
Analysts have nudged their fair value estimate for International Business Machines slightly higher to about $291 per share, reflecting modestly faster projected revenue growth, a small expansion in profit margins, and increasing conviction in IBM's long term quantum computing and software execution potential despite mixed near term business trends. Analyst Commentary Street research around IBM highlights a nuanced backdrop in which near term fundamental questions, particularly in core software, coexist with rising confidence in the longer term quantum and automation opportunity set.내러티브 업데이트 • Nov 18
IBM: Prospects Will Depend On Execution In Quantum And Software Amid Restructuring
The average analyst price target for International Business Machines has been adjusted slightly upward. This change reflects a combination of improved software performance, solid consulting and margin results, and a more optimistic view of IBM's long-term prospects in quantum computing and automation technologies.내러티브 업데이트 • Nov 04
IBM: Quantum Leadership And Software Execution Will Shape Performance Amid Key Challenges
The consensus analyst price target for International Business Machines has decreased slightly by $0.61. Analysts point to moderating software growth and persistent challenges in key segments, despite continued leadership in quantum computing.내러티브 업데이트 • Oct 21
Analysts Raise IBM Price Target Citing Software Growth and Quantum Computing Leadership Amid Mixed Outlook
Analysts have raised their fair value estimate for International Business Machines from $281.32 to $287.70 per share. This change reflects expectations for stronger organic software growth and IBM's ongoing leadership in quantum computing, despite concerns about valuation and industry-average revenue growth.지급의 안정성과 성장
배당 데이터 가져오는 중
안정적인 배당: IBM 의 주당 배당금은 지난 10 년 동안 안정적이었습니다.
배당금 증가: IBM 의 배당금 지급은 지난 10 년 동안 증가했습니다.
배당 수익률 vs 시장
| International Business Machines 배당 수익률 vs 시장 |
|---|
| 구분 | 배당 수익률 |
|---|---|
| 회사 (IBM) | 2.9% |
| 시장 하위 25% (US) | 1.3% |
| 시장 상위 25% (US) | 4.0% |
| 업계 평균 (IT) | 3.1% |
| 분석가 예측 (IBM) (최대 3년) | 2.9% |
주목할만한 배당금: IBM 의 배당금( 2.86% )은 US 시장에서 배당금 지급자의 하위 25%( 1.31% )보다 높습니다.
고배당: IBM 의 배당금( 2.86% )은 US 시장에서 배당금 지급자의 상위 25%( 4.01% )와 비교해 낮습니다.
주주 대상 이익 배당
수익 보장: 합리적인 지급 비율 ( 58.9% )을 통해 IBM 의 배당금 지급은 수익으로 충당됩니다.
주주 현금 배당
현금 흐름 범위: 합리적으로 낮은 현금 지급 비율 ( 48.5% )로 IBM 의 배당금 지급은 현금 흐름으로 잘 충당됩니다.
높은 배당을 제공하는 우량 기업 찾기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/08/10 03:53 |
| 종가 | 2026/08/10 00:00 |
| 수익 | 2026/06/30 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
|
|
| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
|
* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.
산업 및 섹터 지표
산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.
분석가 소스
International Business Machines Corporation는 52명의 분석가가 다루고 있습니다. 이 중 23명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| James Kelleher | Argus Research Company |
| Robert Oliver | Baird |
| Benjamin Reitzes | Barclays |