We estimate that the CEO of INTERNATIONAL BUSINESS MACHINES CORP ($IBM), A. Krishna, received a compensation of $37,989,685 in 2025. This is an increase of 33.81% from an estimated $25,143,682 in 2024.
These estimates are based on a new DEF14A filing, filed with the SEC on March 10, 2026. Note that parsing errors may occur.
You can track $IBM on Quiver Quantitative's $IBM stock dashboard.
$IBM Stock Insider Trading Activity
$IBM Stock 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.
$IBM Stock Government Contracts
We have seen $1,117,044,337 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).: $134,175,841
- BENEFITS TRANSFORMATION PLATFORM: $132,052,045
- 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
- 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.
$IBM Stock 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 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 GILBERT RAY CISNEROS, JR. has traded it 3 times. They made 2 purchases worth up to $30,000 on 12/19, 11/12 and 1 sale worth up to $15,000 on 02/10.
- 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.
- 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.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
$IBM Stock Hedge Fund Activity
We have seen 1,672 institutional investors add shares of $IBM Stock stock to their portfolio, and 1,529 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
- GQG PARTNERS LLC removed 4,692,192 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $1,323,948,894
- 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
- PITCAIRN CO removed 1,674,105 shares (-99.8%) from their portfolio in Q3 2025, for an estimated $472,365,466
- 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
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$IBM Stock 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 Stock, check out Quiver Quantitative's $IBM forecast page.
$IBM Stock 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:
- David Vogt from UBS set a target price of $236.0 on 02/25/2026
- Dan Ives from Wedbush set a target price of $340.0 on 02/25/2026
- Erik Woodring from Morgan Stanley set a target price of $247.0 on 02/25/2026
- David Grossman from Stifel set a target price of $340.0 on 01/29/2026
- Amit Daryanani from Evercore ISI Group set a target price of $345.0 on 01/29/2026
- Brent Thill from Jefferies set a target price of $370.0 on 01/29/2026
- Brian Essex from JP Morgan set a target price of $317.0 on 01/29/2026
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.
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