INTERNATIONAL BUSINESS MACHINES ($IBM) posted quarterly earnings results for Q4 2025 on Wednesday, January 28th. The company reported earnings of $4.52 per share, beating estimates of $4.36 by $0.16. The company also reported revenue of $19,686,000,000, beating estimates of $19,418,617,610 by $267,382,390.
Stock price change since market close: +8.13%
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 Hedge Fund Activity
We have seen 1,677 institutional investors add shares of INTERNATIONAL BUSINESS MACHINES stock to their portfolio, and 1,368 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
- 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
- CAPITAL WORLD INVESTORS added 2,077,506 shares (+13.9%) to their portfolio in Q3 2025, for an estimated $586,189,092
- PITCAIRN CO removed 1,674,105 shares (-99.8%) from their portfolio in Q3 2025, for an estimated $472,365,466
- BANK JULIUS BAER & CO. LTD, ZURICH added 1,619,753 shares (+10086.9%) to their portfolio in Q3 2025, for an estimated $457,029,506
- FMR LLC added 1,447,299 shares (+28.9%) to their portfolio in Q3 2025, for an estimated $408,369,885
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
INTERNATIONAL BUSINESS MACHINES Government Contracts
We have seen $1,140,431,841 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.
INTERNATIONAL BUSINESS MACHINES Congressional Stock Trading
Members of Congress have traded $IBM stock 12 times in the past 6 months. Of those trades, 6 have been purchases and 6 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.
- REPRESENTATIVE JOSH GOTTHEIMER sold up to $15,000 on 08/12.
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 6 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Evercore ISI Group issued a "Outperform" rating on 01/20/2026
- Jefferies issued a "Buy" rating on 01/05/2026
- 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
- UBS issued a "Sell" rating on 10/23/2025
- B of A Securities issued a "Buy" rating on 10/23/2025
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 11 analysts offer price targets for $IBM in the last 6 months, with a median target of $325.0.
Here are some recent targets:
- Brian Essex from JP Morgan set a target price of $312.0 on 01/21/2026
- Amit Daryanani from Evercore ISI Group set a target price of $330.0 on 01/20/2026
- Wamsi Mohan from B of A Securities set a target price of $335.0 on 01/13/2026
- Matthew Swanson from RBC Capital set a target price of $350.0 on 01/05/2026
- Brent Thill from Jefferies set a target price of $360.0 on 01/05/2026
- David Grossman from Stifel set a target price of $325.0 on 12/09/2025
- Param Singh from Oppenheimer set a target price of $360.0 on 11/21/2025
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.
