By GuruFocus News
Publication Date: 2026-10-22 05:57:00
On October 22, 2026, International Business Machines Corp IBM announced a strong 6% revenue increase for Q3 2026, driven by robust growth in Software and Infrastructure segments. The stock currently trades at $251.46 per share.
- IBM offers a dividend yield of 2.54% with a conservative payout ratio of 46%, supported by modest dividend growth of 0.6% over three years, indicating a sustainable and attractive income stream. The GF Value™ of $243.44 suggests the stock is fairly valued, reinforcing dividend safety.
- The company holds a solid GF Score™ of 76 out of 100, reflecting balanced strengths in profitability and valuation metrics.
- Insider activity shows net selling over the past 12 months, with insiders selling $5.8 million worth of shares versus $0.4 million purchased, while 12 GuruFocus-tracked gurus hold IBM stock, with 6 adding and 4 trimming positions recently.
What’s Behind the News?
IBM’s third-quarter 2026 results revealed a 6% revenue increase, surpassing analyst…
