Switch to:

Latest Guru Trades with IBM

(List those with share number changes of more than 20%, or impact to portfolio more than 0.1%)

GuruDate Trades Impact to Portfolio Price Range * (?) Current Price Change from Average Current Shares
Warren Buffett 2014-06-30 Add 2.66%0.31%$180.37 - $197.77 $ 194.193%70173978
Joel Greenblatt 2014-06-30 Add 712.29%0.29%$180.37 - $197.77 $ 194.193%146846
Ray Dalio 2014-06-30 Add 55.18%0.1%$180.37 - $197.77 $ 194.193%209520
James Barrow 2014-06-30 Reduce -60.76%0.1%$180.37 - $197.77 $ 194.193%242484
David Dreman 2014-06-30 Reduce -25.5%0.06%$180.37 - $197.77 $ 194.193%11540
Arnold Van Den Berg 2014-03-31 Add 4152.09%1.07%$172.84 - $195.04 $ 194.196%69054
John Hussman 2014-03-31 Sold Out 0.8%$172.84 - $195.04 $ 194.196%0
Tom Gayner 2014-03-31 Sold Out 0.14%$172.84 - $195.04 $ 194.196%0
David Dreman 2014-03-31 Add 60.77%0.09%$172.84 - $195.04 $ 194.196%15489
John Hussman 2013-12-31 Add 5900%0.79%$172.8 - $186.97 $ 194.198%60000
Ray Dalio 2013-12-31 Add 36.31%0.07%$172.8 - $186.97 $ 194.198%167820
David Dreman 2013-12-31 Reduce -22.18%0.05%$172.8 - $186.97 $ 194.198%9634
PRIMECAP Management 2013-12-31 Sold Out 0.05%$172.8 - $186.97 $ 194.198%0
Ronald Muhlenkamp 2013-12-31 Add 25.65%0.04%$172.8 - $186.97 $ 194.198%6050
Arnold Van Den Berg 2013-12-31 New Buy0.03%$172.8 - $186.97 $ 194.198%1624
Joel Greenblatt 2013-12-31 Add 31.02%0.02%$172.8 - $186.97 $ 194.198%21369
Tom Gayner 2013-12-31 Add 20.4%0.02%$172.8 - $186.97 $ 194.198%24200
John Keeley 2013-12-31 Sold Out $172.8 - $186.97 $ 194.198%0
David Dreman 2013-09-30 New Buy0.21%$182.16 - $197.99 $ 194.192%12380
Ray Dalio 2013-09-30 Add 282.12%0.14%$182.16 - $197.99 $ 194.192%123120
James Barrow 2013-09-30 Reduce -32.94%0.12%$182.16 - $197.99 $ 194.192%748291
John Hussman 2013-09-30 New Buy0.01%$182.16 - $197.99 $ 194.192%1000
John Keeley 2013-09-30 New Buy$182.16 - $197.99 $ 194.192%1380
Premium More recent guru trades are included for Premium Members only!!
» Interactive Charts

Peter Lynch Chart ( What is Peter Lynch Charts )

Guru Investment Theses on International Business Machines Corp

Diamond Hill Capital Comments on International Business Machines Corp - Jul 25, 2014

Shares of diversified information technology company International Business Machines Corp. (IBM) declined during the quarter as investors continued to worry about the company’s ability to grow revenue, particularly in China and other emerging markets. We continue to have a favorable view of the company’s long-term competitive position.

From Diamond Hill Capital (Trades, Portfolio)'s Select Fund Second Quarter 2014 Commentary.

Check out Diamond Hill Capital latest stock trades

Hotchkis & Wiley Comments on IBM - Mar 20, 2014

We took a new position in IBM (IBM) (1.5%)*, which we believe is a well-positioned, diversified technology company with a strong balance sheet, prudent capital allocation, and an attractive valuation.



From Hotchkis & Wiley's fourth quarter 2013 manager commentary.



Check out Hotchkis & Wiley latest stock trades

Top Ranked Articles about International Business Machines Corp

Diamond Hill Capital Comments on International Business Machines Corp
Shares of diversified information technology company International Business Machines Corp. (IBM) declined during the quarter as investors continued to worry about the company’s ability to grow revenue, particularly in China and other emerging markets. We continue to have a favorable view of the company’s long-term competitive position. Read more...
Guru Stocks at 52-Week Lows: CHL, IBM, PTR, T, KO
According to GuruFocus list of 52-week lows, these Guru stocks have reached their 52-week lows. Read more...
Guru Stocks at 52-Week Lows: CHL, IBM, PTR, T, PM
According to GuruFocus list of 52-week lows, these Guru stocks have reached their 52-week lows. Read more...
Guru Stocks at 52-Week Lows: IBM, T, TLK, LLY, GLD
According to GuruFocus list of 52-week lows, these Guru stocks have reached their 52-week lows. Read more...
Gurus Buy AT&T Near 52-Week Low, More Stocks in Review
The GuruFocus special feature 52-week low screener reveals that AT&T Inc. (T), International Business Machines Corp. (IBM) and Telekomunikasi Indonesia (TLK) are currently trading near a 52-week low and the gurus are buying. First in review is AT&T Inc. (T) reporting third quarter 2013 financial results with consolidated revenue of $32.2 billion, up by 2.2% over the same quarter a year ago. Earnings of $0.72 per diluted share, compared to $0.63 in the same quarter a year ago, mark a 14.3% increase. AT&T has over 2 million new wireless and wireline high speed broadband connections, and reports that its wireless revenue has increased 5.1% over the same quarter of 2012. Read more...
Guru Stocks at 52-Week Lows: IBM, TLK, GLD, SO, KMP
According to GuruFocus list of 52-week lows , these Guru stocks have reached their 52-week lows. Read more...
Guru Stocks at 52-Week Lows: IBM, SO, DE, EXC, KOF
According to GuruFocus list of 52-week lows , these Guru stocks have reached their 52-week lows. Read more...
Guru Stocks at 52-Week Lows: IBM, EXC, BSMX, ISRG, DO
According to GuruFocus list of 52-week lows, these Guru stocks have reached their 52-week lows. Read more...
IBM Shares Sink 6% to Warren Buffett’s Average Purchase Price
Even a long-term investor hopes for at least some movement in a stock after two years. But there is little appearing in Warren Buffett’s IBM (IBM), whose shares declined 6% yesterday to a new 52-week low of $172.57 after a disappointing earnings report. They are also brushing Buffett’s average purchase price of $172.80, when he bought it around a record high. This means investors can buy IBM for very close to what he paid for his stake over the first quarter of 2011 through the first quarter of 2013, if he made the right choice investing in the company. Read more...
Guru Stocks at 52-Week Lows: IBM, T, SO, DE, CCL
According to GuruFocus list of 52-week lows, these Guru stocks have reached their 52-week lows. Read more...
» More Articles for IBM

Ratios

vs
industry
vs
history
P/E(ttm) 13.30
IBM's P/E(ttm) is ranked higher than
83% of the 1878 Companies
in the Global Computer Systems industry.

( Industry Median: 19.10 vs. IBM: 13.30 )
IBM' s 10-Year P/E(ttm) Range
Min: 8.86   Max: 31.11
Current: 13.3

8.86
31.11
P/B 12.17
IBM's P/B is ranked lower than
75% of the 2456 Companies
in the Global Computer Systems industry.

( Industry Median: 1.53 vs. IBM: 12.17 )
IBM' s 10-Year P/B Range
Min: 3.34   Max: 12.73
Current: 12.17

3.34
12.73
P/S 2.13
IBM's P/S is ranked lower than
55% of the 2549 Companies
in the Global Computer Systems industry.

( Industry Median: 0.93 vs. IBM: 2.13 )
IBM' s 10-Year P/S Range
Min: 1   Max: 2.38
Current: 2.13

1
2.38
PFCF 16.74
IBM's PFCF is ranked higher than
68% of the 1374 Companies
in the Global Computer Systems industry.

( Industry Median: 17.22 vs. IBM: 16.74 )
IBM' s 10-Year PFCF Range
Min: 5.9   Max: 20.32
Current: 16.74

5.9
20.32
EV-to-EBIT 12.76
IBM's EV-to-EBIT is ranked higher than
72% of the 1894 Companies
in the Global Computer Systems industry.

( Industry Median: 14.40 vs. IBM: 12.76 )
IBM' s 10-Year EV-to-EBIT Range
Min: 3.1   Max: 20.2
Current: 12.76

3.1
20.2
PEG 1.93
IBM's PEG is ranked higher than
90% of the 2696 Companies
in the Global Computer Systems industry.

( Industry Median: 9999.00 vs. IBM: 1.93 )
IBM' s 10-Year PEG Range
Min: 0.64   Max: 24.53
Current: 1.93

0.64
24.53
Shiller P/E 15.06
IBM's Shiller P/E is ranked higher than
83% of the 994 Companies
in the Global Computer Systems industry.

( Industry Median: 24.83 vs. IBM: 15.06 )
IBM' s 10-Year Shiller P/E Range
Min: 12.56   Max: 25.97
Current: 15.06

12.56
25.97
Current Ratio 1.17
IBM's Current Ratio is ranked lower than
66% of the 2131 Companies
in the Global Computer Systems industry.

( Industry Median: 1.93 vs. IBM: 1.17 )
IBM' s 10-Year Current Ratio Range
Min: 0.88   Max: 1.47
Current: 1.17

0.88
1.47
Quick Ratio 1.11
IBM's Quick Ratio is ranked lower than
53% of the 2131 Companies
in the Global Computer Systems industry.

( Industry Median: 1.43 vs. IBM: 1.11 )
IBM' s 10-Year Quick Ratio Range
Min: 0.82   Max: 1.29
Current: 1.11

0.82
1.29

Dividend & Buy Back

vs
industry
vs
history
Dividend Yield 2.11
IBM's Dividend Yield is ranked higher than
62% of the 1706 Companies
in the Global Computer Systems industry.

( Industry Median: 1.66 vs. IBM: 2.11 )
IBM' s 10-Year Dividend Yield Range
Min: 0.63   Max: 2.4
Current: 2.11

0.63
2.4
Dividend Payout 0.25
IBM's Dividend Payout is ranked higher than
79% of the 1312 Companies
in the Global Computer Systems industry.

( Industry Median: 0.31 vs. IBM: 0.25 )
IBM' s 10-Year Dividend Payout Range
Min: 0.08   Max: 44
Current: 0.25

0.08
44
Dividend growth (3y) 14.00
IBM's Dividend growth (3y) is ranked higher than
84% of the 855 Companies
in the Global Computer Systems industry.

( Industry Median: -0.10 vs. IBM: 14.00 )
IBM' s 10-Year Dividend growth (3y) Range
Min: 7.3   Max: 34.6
Current: 14

7.3
34.6
Yield on cost (5-Year) 4.15
IBM's Yield on cost (5-Year) is ranked higher than
78% of the 1761 Companies
in the Global Computer Systems industry.

( Industry Median: 1.85 vs. IBM: 4.15 )
IBM' s 10-Year Yield on cost (5-Year) Range
Min: 1.25   Max: 4.74
Current: 4.15

1.25
4.74
Share Buyback Rate 5.00
IBM's Share Buyback Rate is ranked higher than
93% of the 1362 Companies
in the Global Computer Systems industry.

( Industry Median: -0.80 vs. IBM: 5.00 )
IBM' s 10-Year Share Buyback Rate Range
Min: 79.5   Max: -11.3
Current: 5

Valuation & Return

vs
industry
vs
history
Price/DCF (Projected) 1.08
IBM's Price/DCF (Projected) is ranked higher than
72% of the 1179 Companies
in the Global Computer Systems industry.

( Industry Median: 1.23 vs. IBM: 1.08 )
IBM' s 10-Year Price/DCF (Projected) Range
Min: 0.7   Max: 6.08
Current: 1.08

0.7
6.08
Price/Median PS Value 1.21
IBM's Price/Median PS Value is ranked higher than
60% of the 2475 Companies
in the Global Computer Systems industry.

( Industry Median: 1.14 vs. IBM: 1.21 )
IBM' s 10-Year Price/Median PS Value Range
Min: 0.37   Max: 1.68
Current: 1.21

0.37
1.68
Price/Peter Lynch Fair Value 2.40
IBM's Price/Peter Lynch Fair Value is ranked higher than
61% of the 500 Companies
in the Global Computer Systems industry.

( Industry Median: 1.25 vs. IBM: 2.40 )
IBM' s 10-Year Price/Peter Lynch Fair Value Range
Min: 0.66   Max: 4.58
Current: 2.4

0.66
4.58
Earnings Yield (Greenblatt) 7.80
IBM's Earnings Yield (Greenblatt) is ranked higher than
74% of the 2266 Companies
in the Global Computer Systems industry.

( Industry Median: 6.50 vs. IBM: 7.80 )
IBM' s 10-Year Earnings Yield (Greenblatt) Range
Min: 4.9   Max: 32
Current: 7.8

4.9
32
Forward Rate of Return (Yacktman) 11.32
IBM's Forward Rate of Return (Yacktman) is ranked higher than
83% of the 1652 Companies
in the Global Computer Systems industry.

( Industry Median: 3.02 vs. IBM: 11.32 )
IBM' s 10-Year Forward Rate of Return (Yacktman) Range
Min: -6.4   Max: 23.6
Current: 11.32

-6.4
23.6

Business Description

Industry: Computer Hardware » Computer Systems
Compare:AAPL, HPQ, DELL, LNVGY, NIPNF » details
Traded in other countries:IBM.UK, IBMC.Belgium, IBMA.Netherlands, IBM.Germany
International Business Machines Corp was incorporated in the State of New York on June 16, 1911. The company creates business value for clients and solves business problems through integrated solutions that leverage information technology and knowledge of business processes. Its solutions create value by reducing a client's operational costs or by enabling new capabilities that generate revenue. These solutions draw from an industry portfolio of consulting, delivery and implementation services, enterprise software, systems and financing. The company's operations consist of five business segments namely Global Technology Services and Global Business Services, which the company collectively calls Global Services, and Software, Systems and Technology and Global Financing. Global Services is a component of the company's strategy of providing IT infrastructure and business insight and solutions to clients. While solutions include industry's IBM software and systems, other suppliers' products are also used if a client solution requires it. Within Global Services, there are two reportable segments namely Global Technology Services and Global Business Services. Global Technology Services (GTS) provides IT infrastructure and business process services, creating business value for clients through technology and IP, Global Business Services (GBS) delivers predictable business outcomes to the company's clients across two primary business areas namely Consulting and Application Management Services. The role of GBS is to drive initiatives that integrate IBM content and solutions and drive the progress of the company's four growth initiatives. Software consists mainly of middleware and operating systems software. Middleware software enables clients to integrate systems, processes and applications across a standard software platform to improve their business results, solve critical problems and gain competitive advantage within their industries. IBM middleware is designed on open standards, making it easier to integrate disparate business applications, developed by different methods and implemented at different times. Operating systems are the software engines that run computers. Systems and Technology (STG) provides clients with business solutions requiring advanced computing power and storage capabilities. Approximately half of Systems and Technology's server and storage sales transactions are through the company's business partners; with the balance direct to end-user clients. In addition, Systems and Technology provides semiconductor technology, products and packaging solutions for IBM's own advanced technology needs and for external clients. Global Financing facilitates clients' acquisition of IBM systems, software and services. Global Financing invests in financing assets, leverages with debt and manages the associated risks with the objective of generating consistently strong returns on equity. The Company has global presence, operating in
» More Articles for IBM

Headlines

Articles On GuruFocus.com
Quickly Gain A Wealth Of Information From The GuruFocus Summary Page (Using Apple As An Example) Sep 17 2014 
IBM Takes a Giant Leap to Promote Big Data Analysis Sep 17 2014 
The Buyback Annoyance Sep 15 2014 
Is Alibaba’s IPO Going To Create A New History? Sep 11 2014 
BIG DATA can get Really Big Sep 11 2014 
How to Walk on the CLOUD? Sep 10 2014 
2 Big Fat Lies Value Investors Like to Tell Themselves Sep 08 2014 
This Technology Company Will Allow Investors to Benefit From Storage Developments Aug 27 2014 
I Think Juniper Still Has Plenty of Room Aug 27 2014 
Apple, Inc (AAPL) - Stock Analysis Aug 27 2014 

More From Our Partners
Weekly Highlights: iPhone 6 Released, Larry Ellison Stepped Down, Microsoft Bought Mojang And More Sep 20 2014 - BENZINGA

More From Other Websites
Alibaba's IPO debut roars, shares soar 38% Sep 20 2014
Alibaba surges in Wall Street debut Sep 20 2014
Alibaba makes Wall Street debut Sep 19 2014
Alibaba's IPO By The Numbers: Bigger Than Google, Facebook, And Twitter Combined Sep 19 2014
Oracle's dual CEOs Sep 19 2014
Ellison's departure 'disruption': Sonnenfeld Sep 19 2014
Larry Ellison guided Oracle through major shifts in IT Sep 18 2014
Oracle realignment should encourage investors: Pro Sep 18 2014
Oracle adds Front Porch Digital to its long list of acquisitions Sep 18 2014
Must-know: What can you expect from Oracle’s 1Q15 earnings? Sep 18 2014
4 stocks, 4 Trades: Visa, Kohl's & more Sep 18 2014
The best companies for working mothers Sep 18 2014
IBM cuts worker pay in exchange for mandatory training Sep 18 2014
India ADRs Rally: China To Invest $20 Billion Sep 18 2014
AT&T Teams with IBM Cloud to Extend Highly Secure Private Network to Clients Sep 18 2014
Software privacy competition Sep 18 2014
Microsoft Hikes Dividend, Adds Board Members Sep 17 2014
EXCLUSIVE: How Former IBM Exec Mychelle Mollot Will Help Klipfolio Sep 17 2014
Building the next generation of smart cities Sep 17 2014
International Business Machines Corp. Stock Working To Break To The Upside And Prove Bears Wrong Sep 17 2014

Personalized Checklist








Within your circle of competence?
Macro economic environment favorable?
High quality business?
Enough margin of safety with stocks?
Gurus are buying?
Insiders are buying?
Management capable and shareholder friendly?
Catalyst for stock price to appreciate?
Your level of confidence with the research?

Get WordPress Plugins for easy affiliate links on Stock Tickers and Guru Names | Earn affiliate commissions by embedding GuruFocus Charts
GuruFocus Affiliate Program: Earn up to $400 per referral. ( Learn More)
Free 7-day Trial
FEEDBACK