$IBM stock rose 17% this week, according to our price data from Polygon.
It has been the 25th most-searched ticker on Quiver Quantitative over the last week, out of 50 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 3 times in the past 6 months. Of those trades, 3 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
- MICHAEL MIEBACH purchased 434 shares for an estimated $101,263
- MICHELLE J HOWARD purchased 50 shares for an estimated $11,891
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$IBM Hedge Fund Activity
We have seen 1,657 institutional investors add shares of $IBM stock to their portfolio, and 1,742 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CAPITAL WORLD INVESTORS removed 4,959,459 shares (-22.5%) from their portfolio in Q1 2026, for an estimated $1,183,748,471
- MORGAN STANLEY added 4,771,145 shares (+32.1%) to their portfolio in Q1 2026, for an estimated $1,138,800,744
- JPMORGAN CHASE & CO removed 1,548,522 shares (-9.2%) from their portfolio in Q4 2025, for an estimated $458,687,701
- VANGUARD GROUP INC added 1,439,824 shares (+1.5%) to their portfolio in Q4 2025, for an estimated $426,490,267
- NORGES BANK added 1,436,651 shares (+21.1%) to their portfolio in Q4 2025, for an estimated $425,550,392
- FMR LLC removed 1,407,234 shares (-21.2%) from their portfolio in Q1 2026, for an estimated $335,885,647
- CORIENT PRIVATE WEALTH LLC removed 1,392,450 shares (-73.4%) from their portfolio in Q1 2026, for an estimated $332,356,928
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$IBM Government Contracts
We have seen $911,977,098 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:
- NAVY ENTERPRISE RESOURCE PLANNING (ERP) TECHNICAL SUPPORT SERVICES (NETSS).: $88,626,197
- 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...: $74,925,613
- DEVELOPMENT, SECURITY, AND OPERATIONS (DEVSECOPS) SERVICES TO SUPPORT UNITED STATES CITIZENSHIP AND IMMIGRA...: $59,168,005
- CDS BRIDGE CONTRACT POP 09/08/2023 - 09/07/2025: $43,422,228
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard. You can access data on government contracts through the Quiver Quantitative API government contracts endpoint.
$IBM Congressional Stock Trading
Members of Congress have traded $IBM stock 15 times in the past 6 months. Of those trades, 7 have been purchases and 8 have been sales.
Here’s a breakdown of recent trading of $IBM stock by members of Congress over the last 6 months:
- REPRESENTATIVE JOSH GOTTHEIMER sold up to $15,000 on 04/24.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 4 times. They made 2 purchases worth up to $65,000 on 04/14, 12/19 and 2 sales worth up to $65,000 on 03/13, 02/10.
- REPRESENTATIVE LLOYD DOGGETT has traded it 2 times. They made 2 purchases worth up to $30,000 on 03/10, 12/12 and 0 sales.
- REPRESENTATIVE DAVID TAYLOR has traded it 4 times. They made 2 purchases worth up to $65,000 on 01/08 and 2 sales worth up to $65,000 on 02/26.
- REPRESENTATIVE JONATHAN L. JACKSON has traded it 2 times. They made 0 purchases and 2 sales worth up to $115,000 on 02/17.
- REPRESENTATIVE JULIA LETLOW purchased up to $15,000 on 02/02.
- REPRESENTATIVE JULIE JOHNSON sold up to $15,000 on 12/18.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
$IBM Analyst Ratings
Wall Street analysts have issued reports on $IBM in the last several months. We have seen 4 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
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 13 analysts offer price targets for $IBM in the last 6 months, with a median target of $300.0.
Here are some recent targets:
- Dan Ives from Wedbush set a target price of $320.0 on 05/29/2026
- Matthew Swanson from RBC Capital set a target price of $300.0 on 05/06/2026
- Abhishek Shukla from HSBC set a target price of $231.0 on 04/28/2026
- Erik Woodring from Morgan Stanley set a target price of $225.0 on 04/23/2026
- Keith Bachman from BMO Capital set a target price of $270.0 on 04/23/2026
- Amit Daryanani from Evercore ISI Group set a target price of $310.0 on 04/23/2026
- Brent Thill from Jefferies set a target price of $320.0 on 04/20/2026
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.
