DAVID N FARR, a director at $IBM, bought 1,000 shares of the company on 01-30-2026 for an estimated $304,000. This trade was reported by Quiver Quantitative using data from a recent SEC filing. This increased their holdings of this class of stock by approximately 12.1%. Following this trade, they now own 9,258 shares of this class of $IBM stock.
$IBM Insider Trading Activity
$IBM insiders have traded $IBM stock on the open market 1 times in the past 6 months. Of those trades, 1 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
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$IBM Hedge Fund Activity
We have seen 1,669 institutional investors add shares of $IBM stock to their portfolio, and 1,385 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.
$IBM Revenue
$IBM had revenues of $19.7B in Q4 2025. This is an increase of 12.15% from the same period in the prior year.
You can track IBM financials on Quiver Quantitative's IBM stock page.
$IBM 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.
$IBM 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, check out Quiver Quantitative's $IBM forecast page.
$IBM 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:
- Matthew Swanson from RBC Capital set a target price of $361.0 on 01/29/2026
- Amit Daryanani from Evercore ISI Group set a target price of $345.0 on 01/29/2026
- Dan Ives from Wedbush set a target price of $340.0 on 01/29/2026
- David Grossman from Stifel set a target price of $340.0 on 01/29/2026
- Brian Essex from JP Morgan set a target price of $317.0 on 01/29/2026
- David Vogt from UBS set a target price of $236.0 on 01/29/2026
- Brent Thill from Jefferies set a target price of $370.0 on 01/29/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information.
