INTERNATIONAL BUSINESS MACHINES ($IBM) posted quarterly earnings results on Wednesday, July 23rd. The company reported earnings of $2.80 per share, beating estimates of $2.67 by $0.13. The company also reported revenue of $16,977,000,000, beating estimates of $16,752,532,407 by $224,467,593.
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 1 times in the past 6 months. Of those trades, 0 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $IBM stock by insiders over the last 6 months:
- ROBERT DAVID THOMAS (Senior Vice President) sold 26,543 shares for an estimated $6,715,639
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
INTERNATIONAL BUSINESS MACHINES Hedge Fund Activity
We have seen 1,510 institutional investors add shares of INTERNATIONAL BUSINESS MACHINES stock to their portfolio, and 1,382 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- JPMORGAN CHASE & CO added 7,568,066 shares (+57.5%) to their portfolio in Q1 2025, for an estimated $1,881,875,291
- GAMMA INVESTING LLC removed 4,380,126 shares (-99.6%) from their portfolio in Q2 2025, for an estimated $1,291,173,542
- GQG PARTNERS LLC added 4,182,647 shares (+inf%) to their portfolio in Q1 2025, for an estimated $1,040,057,003
- CAPITAL WORLD INVESTORS added 3,544,033 shares (+29.6%) to their portfolio in Q1 2025, for an estimated $881,259,245
- MORGAN STANLEY added 2,486,922 shares (+17.8%) to their portfolio in Q1 2025, for an estimated $618,398,024
- CASTLEKEEP INVESTMENT ADVISORS LLC removed 1,371,064 shares (-99.6%) from their portfolio in Q1 2025, for an estimated $340,928,774
- VANGUARD GROUP INC added 1,298,515 shares (+1.4%) to their portfolio in Q1 2025, for an estimated $322,888,739
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
INTERNATIONAL BUSINESS MACHINES Government Contracts
We have seen $1,207,329,535 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: $146,872,181
- E-GOV TRAVEL SERVICE, NEXT GENERATION (ETSNEXT) TRAVEL AND EXPENSE (T&E) TECHNOLOGY MANAGED SERVICE: $120,222,950
- NAVY ENTERPRISE RESOURCE PLANNING (ERP) TECHNICAL SUPPORT SERVICES (NETSS).: $103,436,733
- SUSTAINMENT, ENHANCEMENT AND TRANSITION SUPPORT OF VAS ENTERPRISE CORE HR SOLUTION - HRSMART. THE CONTRACT...: $79,250,649
- CDS BRIDGE CONTRACT POP 09/08/2023 - 09/07/2025: $65,873,350
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 10 times in the past 6 months. Of those trades, 9 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $IBM stock by members of Congress over the last 6 months:
- REPRESENTATIVE LLOYD DOGGETT has traded it 2 times. They made 2 purchases worth up to $30,000 on 06/10, 03/10 and 0 sales.
- REPRESENTATIVE JONATHAN L. JACKSON has traded it 2 times. They made 2 purchases worth up to $150,000 on 06/03, 05/14 and 0 sales.
- REPRESENTATIVE JEFFERSON SHREVE sold up to $50,000 on 05/12.
- REPRESENTATIVE DWIGHT EVANS purchased up to $15,000 on 04/03.
- REPRESENTATIVE ROBERT BRESNAHAN has traded it 3 times. They made 3 purchases worth up to $45,000 on 03/26, 03/11, 03/10 and 0 sales.
- REPRESENTATIVE JOSH GOTTHEIMER purchased up to $15,000 on 03/10.
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:
- RBC Capital issued a "Outperform" rating on 07/17/2025
- Stifel issued a "Buy" rating on 07/16/2025
- UBS issued a "Sell" rating on 07/09/2025
- Goldman Sachs issued a "Buy" rating on 07/02/2025
- Wedbush issued a "Outperform" rating on 06/20/2025
- B of A Securities issued a "Buy" rating on 06/18/2025
- Oppenheimer issued a "Outperform" rating on 02/11/2025
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 $305.0.
Here are some recent targets:
- Keith Bachman from BMO Capital set a target price of $300.0 on 07/18/2025
- Matthew Swanson from RBC Capital set a target price of $315.0 on 07/17/2025
- David Grossman from Stifel set a target price of $310.0 on 07/16/2025
- David Vogt from UBS set a target price of $195.0 on 07/09/2025
- James Schneider from Goldman Sachs set a target price of $310.0 on 07/02/2025
- Daniel Ives from Wedbush set a target price of $325.0 on 06/20/2025
- Wamsi Mohan from B of A Securities set a target price of $320.0 on 06/18/2025
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.
