International Business Machines Stock Pays Out $76 Bil – Investors Take Note

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IBM: International Business Machines logo
IBM
International Business Machines

In the last decade, International Business Machines (IBM) stock has returned a notable $76 Bil back to its shareholders through cold, hard cash via dividends and buybacks. Let’s look at some numbers and compare how this payout power stacks up against the market’s biggest capital-return machines.

As it turns out, IBM stock has returned the 28th highest amount to shareholders in history.

  IBM S&P Median
Dividends $58 Bil $4.4 Bil
Share Repurchase $18 Bil $5.6 Bil
Total Returned $76 Bil $9.2 Bil
Total Returned as % of Current Market Cap 27.1% 25.9%

Why should you care? Because dividends and share repurchases represent direct, tangible returns of capital to shareholders. They also signal management’s confidence in the company’s financial health and ability to generate sustainable cash flows. And there are more stocks like that. Here is a list of the top 10 companies ranked by total capital returned to shareholders via dividends and stock repurchases.

Love the IBM stock? Great. But don’t get too attached. Stocks crash. High Quality Portfolio lets you navigate that risk.

Relevant Articles
  1. Buy or Sell International Business Machines Stock?
  2. Is Gartner a Better Buy Than International Business Machines?
  3. What’s Next For IBM Stock?
  4. IBM Earnings Preview: How To Position For Upcoming Results
  5. IBM Soars 16% In A Single Month: How Does It Compare With Others?
  6. A Decade of Rewards: IBM Returns $77 Bil to Investors

Top 10 Stocks By Total Shareholder Return

  Total Money Returned As % Of Current Market Cap via Dividends via Share Repurchases
AAPL $847 Bil 21.1% $141 Bil $706 Bil
MSFT $364 Bil 9.5% $165 Bil $199 Bil
GOOGL $343 Bil 10.2% $12 Bil $331 Bil
XOM $212 Bil 42.9% $145 Bil $67 Bil
WFC $208 Bil 73.9% $59 Bil $150 Bil
META $178 Bil 11.3% $7.7 Bil $171 Bil
JPM $174 Bil 20.2% $0.0 $174 Bil
ORCL $161 Bil 22.9% $34 Bil $126 Bil
JNJ $157 Bil 34.8% $104 Bil $52 Bil
CVX $153 Bil 57.9% $97 Bil $55 Bil

For full ranking, visit Buybacks & Dividends Ranking

What do you notice here? The total capital returned to shareholders as a % of the current market cap appears inversely proportional to growth prospects for reinvestments. Stocks like Meta (META) and Microsoft (MSFT) are growing much faster, in a more predictable way, compared to the others, but they have returned a much lower fraction of their market cap to shareholders.

That’s the flip side to high capital returns. Sure, they are attractive, but you have to ask yourself the question: Am I sacrificing growth and sound fundamentals? With that in mind, let’s look at some numbers for IBM. (see Buy or Sell International Business Machines Stock for more details)

International Business Machines Fundamentals

  • Revenue Growth: 4.5% LTM and 2.6% last 3-year average.
  • Cash Generation: Nearly 18.1% free cash flow margin and 17.7% operating margin LTM.
  • Recent Revenue Shocks: The minimum annual revenue growth in the last 3 years for IBM was 1.1%.
  • Valuation: International Business Machines stock trades at a P/E multiple of 35.5

  IBM S&P Median
Sector Information Technology
Industry IT Consulting & Other Services
PE Ratio 35.5 23.7

   
LTM* Revenue Growth 4.5% 5.6%
3Y Average Annual Revenue Growth 2.6% 5.3%
Min Annual Revenue Growth Last 3Y 1.1% -0.0%

   
LTM* Operating Margin 17.7% 18.8%
3Y Average Operating Margin 16.4% 18.2%
LTM* Free Cash Flow Margin 18.1% 13.4%

*LTM: Last Twelve Months

That’s a good overview, but evaluating a stock from an investment perspective involves much more. That is exactly what Trefis High Quality Portfolio does. It is designed to reduce stock-specific risk while giving upside exposure.

IBM Historical Risk

IBM isn’t immune to big drops. It fell about 40% during the Dot-Com Bubble and nearly 44% in the Global Financial Crisis. The 2018 Correction and Covid sell-off hit it for roughly 36% and 39%, respectively. Even the recent inflation shock caused a smaller but still noticeable 18% dip. Solid track records don’t prevent dents when markets turn tough.

But the risk is not limited to major market crashes. Stocks fall even when markets are good – think events like earnings, business updates, and outlook changes. Read IBM Dip Buyer Analyses to see how the stock has recovered from sharp dips in the past.

The Trefis High Quality (HQ) Portfolio, with a collection of 30 stocks, has a track record of comfortably outperforming its benchmark that includes all 3 – the S&P 500, S&P mid-cap, and Russell 2000 indices. Why is that? As a group, HQ Portfolio stocks provided better returns with less risk versus the benchmark index; less of a roller-coaster ride, as evident in HQ Portfolio performance metrics.