$IBM stock has now fallen 6% today, according to our price data from Polygon. There has been approximately $1,057,155,354 of trading volume.
It has been the 152nd most-searched ticker on Quiver Quantitative over the last day, out of 10,526 total tickers searched.
Here is what we see in our data on $IBM (you can track the company live on Quiver's $IBM stock page):
$IBM Insider Trading Activity
$IBM insiders have traded $IBM stock on the open market 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $IBM stock by insiders over the last 6 months:
- DAVID N FARR purchased 1,000 shares for an estimated $304,000
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$IBM Hedge Fund Activity
We have seen 1,696 institutional investors add shares of $IBM stock to their portfolio, and 1,420 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO removed 5,618,915 shares (-25.1%) from their portfolio in Q3 2025, for an estimated $1,585,433,056
- CAPITAL WORLD INVESTORS added 4,976,756 shares (+29.2%) to their portfolio in Q4 2025, for an estimated $1,474,164,894
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 4,692,937 shares (+53.1%) to their portfolio in Q3 2025, for an estimated $1,324,159,103
- GQG PARTNERS LLC removed 4,692,192 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $1,323,948,894
- PITCAIRN CO removed 1,674,105 shares (-99.8%) from their portfolio in Q3 2025, for an estimated $472,365,466
- FMR LLC added 1,447,299 shares (+28.9%) to their portfolio in Q3 2025, for an estimated $408,369,885
- VANGUARD GROUP INC added 1,439,824 shares (+1.5%) to their portfolio in Q4 2025, for an estimated $426,490,267
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$IBM Government Contracts
We have seen $1,153,198,879 of award payments to $IBM over the last year.
Here are some of the awards which we have have seen pay out the most over the last year:
- BENEFITS TRANSFORMATION PLATFORM: $135,258,149
- NAVY ENTERPRISE RESOURCE PLANNING (ERP) TECHNICAL SUPPORT SERVICES (NETSS).: $121,015,589
- ORDER FOR Z17 CLINS OFF THE IBM CONTRACT: $77,398,572
- SUSTAINMENT, ENHANCEMENT AND TRANSITION SUPPORT OF VAS ENTERPRISE CORE HR SOLUTION - HRSMART. THE CONTRACT...: $74,437,373
- CDS BRIDGE CONTRACT POP 09/08/2023 - 09/07/2025: $63,780,665
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
$IBM Congressional Stock Trading
Members of Congress have traded $IBM stock 11 times in the past 6 months. Of those trades, 6 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $IBM stock by members of Congress over the last 6 months:
- REPRESENTATIVE DAVID TAYLOR has traded it 2 times. They made 2 purchases worth up to $65,000 on 01/08 and 0 sales.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 2 purchases worth up to $30,000 on 12/19, 11/12 and 0 sales.
- REPRESENTATIVE JULIE JOHNSON has traded it 3 times. They made 0 purchases and 3 sales worth up to $45,000 on 12/18, 11/13, 08/14.
- REPRESENTATIVE LLOYD DOGGETT purchased up to $15,000 on 12/12.
- SENATOR SHELLEY MOORE CAPITO sold up to $50,000 on 10/29.
- REPRESENTATIVE JULIA LETLOW purchased up to $15,000 on 10/22.
- REPRESENTATIVE JONATHAN L. JACKSON sold up to $15,000 on 08/13.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$IBM Analyst Ratings
Wall Street analysts have issued reports on $IBM in the last several months. We have seen 6 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Jefferies issued a "Buy" rating on 01/29/2026
- UBS issued a "Sell" rating on 01/29/2026
- Evercore ISI Group issued a "Outperform" rating on 01/20/2026
- RBC Capital issued a "Outperform" rating on 01/05/2026
- Stifel issued a "Buy" rating on 12/09/2025
- Oppenheimer issued a "Outperform" rating on 11/21/2025
- B of A Securities issued a "Buy" rating on 10/23/2025
To track analyst ratings and price targets for $IBM, check out Quiver Quantitative's $IBM forecast page.
$IBM Price Targets
Multiple analysts have issued price targets for $IBM recently. We have seen 12 analysts offer price targets for $IBM in the last 6 months, with a median target of $337.5.
Here are some recent targets:
- Brian Essex from JP Morgan set a target price of $317.0 on 01/29/2026
- David Vogt from UBS set a target price of $236.0 on 01/29/2026
- Brent Thill from Jefferies set a target price of $370.0 on 01/29/2026
- Dan Ives from Wedbush set a target price of $340.0 on 01/29/2026
- David Grossman from Stifel set a target price of $340.0 on 01/29/2026
- Matthew Swanson from RBC Capital set a target price of $361.0 on 01/29/2026
- Amit Daryanani from Evercore ISI Group set a target price of $345.0 on 01/29/2026
You can track data on $IBM on Quiver Quantitative.
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
