INTERNATIONAL BUSINESS MACHINES ($IBM) posted quarterly earnings results for Q1 2026 on Wednesday, April 22nd. The company reported earnings of $1.91 per share, beating estimates of $1.82 by $0.09. The company also reported revenue of $15,917,000,000, beating estimates of $15,765,533,460 by $151,466,540.
Stock price change since market close: -7.03%
You can see Quiver Quantitative's $IBM stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
INTERNATIONAL BUSINESS MACHINES Insider Trading Activity
INTERNATIONAL BUSINESS MACHINES 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.
INTERNATIONAL BUSINESS MACHINES Hedge Fund Activity
We have seen 1,629 institutional investors add shares of INTERNATIONAL BUSINESS MACHINES stock to their portfolio, and 1,494 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 19,784,058 shares (-73.1%) from their portfolio in Q4 2025, for an estimated $5,860,235,820
- CAPITAL WORLD INVESTORS added 4,976,756 shares (+29.2%) to their portfolio in Q4 2025, for an estimated $1,474,164,894
- PRICE T ROWE ASSOCIATES INC /MD/ added 2,553,552 shares (+83.4%) to their portfolio in Q4 2025, for an estimated $756,387,637
- JPMORGAN CHASE & CO removed 1,548,522 shares (-9.2%) from their portfolio in Q4 2025, for an estimated $458,687,701
- CORIENT PRIVATE WEALTH LLC added 1,484,026 shares (+359.6%) to their portfolio in Q4 2025, for an estimated $439,583,341
- 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
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
INTERNATIONAL BUSINESS MACHINES Government Contracts
We have seen $1,056,571,235 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).: $133,100,327
- BENEFITS TRANSFORMATION PLATFORM: $123,332,321
- 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
To track government contracts to publicy traded companies, check out Quiver Quantitative's government contracts dashboard.
INTERNATIONAL BUSINESS MACHINES Congressional Stock Trading
Members of Congress have traded $IBM stock 17 times in the past 6 months. Of those trades, 8 have been purchases and 9 have been sales.
Here’s a breakdown of recent trading of $IBM stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 4 times. They made 2 purchases worth up to $30,000 on 12/19, 11/12 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 has traded it 2 times. They made 2 purchases worth up to $30,000 on 02/02, 10/22 and 0 sales.
- REPRESENTATIVE JULIE JOHNSON has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 12/18, 11/13.
- SENATOR SHELLEY MOORE CAPITO sold up to $50,000 on 10/29.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
INTERNATIONAL BUSINESS MACHINES Analyst Ratings
Wall Street analysts have issued reports on $IBM in the last several months. We have seen 5 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
To track analyst ratings and price targets for INTERNATIONAL BUSINESS MACHINES, check out Quiver Quantitative's $IBM forecast page.
INTERNATIONAL BUSINESS MACHINES 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 $320.0.
Here are some recent targets:
- Brent Thill from Jefferies set a target price of $320.0 on 04/20/2026
- Daniel Ives from Wedbush set a target price of $340.0 on 04/17/2026
- Matthew Swanson from RBC Capital set a target price of $330.0 on 04/17/2026
- Param Singh from Oppenheimer set a target price of $320.0 on 04/16/2026
- David Grossman from Stifel set a target price of $290.0 on 04/08/2026
- Keith Bachman from BMO Capital set a target price of $290.0 on 03/19/2026
- Brian Essex from JP Morgan set a target price of $283.0 on 03/18/2026
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.
Check out the Quiver Quantitative API to build on top of data on congressional stock trading, insider transactions, hedge fund moves, and more.
