$760,000 of INTERNATIONAL BUSINESS MACHINES CORPORATION (IBM) lobbying was just disclosed, from Q3 of 2025, in a new Lobbying Disclosure Act filing.
This included lobbying on issues like:
"Legislative & Regulatory Issues Related to Budget & Appropriations Matters: FY2026 appropriations provisions relating to technology modernization and quantum computing. Legislative & Regulatory Issues Related to Technology Policy: Artificial Intelligence, cloud computing, encryption policy including post quantum cryptography, quantum computing, and federal agency IT modernization; H.R. 2683, Remote Access Security Act; National Quantum Initiative Reauthorization Act; S. 579, Department of Energy Quantum Leadership Act of 2025; reauthorization of the Cybersecurity Information Sharing Act; implementation and issues related to Public Law no. 117-167, CHIPS and Science Act; NIST AI Risk Management Framework; NIST Cybersecurity Framework Version 2.0 Semiconductor Manufacturing Profile; Interim Final Rule on Framework for Artificial Intelligence Diffusion. Legislative & Regulatory Issues Related to Labor, Workplace & Benefits Policy: Antitrust policy; 2023 merger guidelines; Final Rule on Premerger Notification, Reporting and Waiting Period Requirements. Legislative & Regulatory Issues Related to Domestic and International Tax: Tax provisions within the H.R.1, One Big Beautiful Bill Act. U.S. Treasury guidelines and related regulations on OECD, Addressing Tax Challenges of Digitalization, and BEPS 2.0. Legislative & Regulatory Issues Related to International Trade: Provisions related to tariffs and digital trade. Legislative & Regulatory Issues Related to copyright/patent/trademark: Artificial intelligence and intellectual property; H.R. 2794, S. 1367, NO FAKES Act. Legislative & Regulatory Issues Related to Defense Matters: National Defense Authorization Act for Fiscal Year 2026 provisions relating to right to repair."
You can find more data on corporate lobbying on Quiver Quantitative.
IBM Congressional Stock Trading
Members of Congress have traded $IBM stock 10 times in the past 6 months. Of those trades, 4 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 JULIE JOHNSON sold up to $15,000 on 08/14.
- REPRESENTATIVE JONATHAN L. JACKSON has traded it 3 times. They made 2 purchases worth up to $150,000 on 06/03, 05/14 and 1 sale worth up to $15,000 on 08/13.
- REPRESENTATIVE JOSH GOTTHEIMER has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 08/12, 07/25.
- REPRESENTATIVE LISA C. MCCLAIN has traded it 2 times. They made 1 purchase worth up to $15,000 on 06/17 and 1 sale worth up to $15,000 on 07/16.
- REPRESENTATIVE LLOYD DOGGETT purchased up to $15,000 on 06/10.
- REPRESENTATIVE JEFFERSON SHREVE sold up to $50,000 on 05/12.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
IBM Hedge Fund Activity
We have seen 1,550 institutional investors add shares of IBM stock to their portfolio, and 1,401 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- VICTORY CAPITAL MANAGEMENT INC added 3,221,753 shares (+1062.2%) to their portfolio in Q2 2025, for an estimated $949,708,349
- AMUNDI removed 2,285,726 shares (-36.1%) from their portfolio in Q2 2025, for an estimated $673,786,310
- BLACKROCK, INC. removed 2,049,008 shares (-2.6%) from their portfolio in Q2 2025, for an estimated $604,006,578
- VANGUARD GROUP INC added 1,913,708 shares (+2.1%) to their portfolio in Q2 2025, for an estimated $564,122,844
- PITCAIRN CO added 1,672,948 shares (+34009.9%) to their portfolio in Q2 2025, for an estimated $493,151,611
- JPMORGAN CHASE & CO added 1,644,995 shares (+7.9%) to their portfolio in Q2 2025, for an estimated $484,911,626
- BNP PARIBAS FINANCIAL MARKETS removed 1,617,111 shares (-58.8%) from their portfolio in Q2 2025, for an estimated $476,691,980
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
IBM 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:
- RBC Capital issued a "Outperform" rating on 10/16/2025
- B of A Securities issued a "Buy" rating on 07/24/2025
- UBS issued a "Sell" rating on 07/24/2025
- Stifel issued a "Buy" rating on 07/16/2025
- Goldman Sachs issued a "Buy" rating on 07/02/2025
- Wedbush issued a "Outperform" rating on 06/20/2025
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 10 analysts offer price targets for $IBM in the last 6 months, with a median target of $305.0.
Here are some recent targets:
- Matthew Swanson from RBC Capital set a target price of $315.0 on 10/16/2025
- Erik Woodring from Morgan Stanley set a target price of $256.0 on 10/15/2025
- Toni Sacconaghi from Bernstein set a target price of $280.0 on 09/16/2025
- Wamsi Mohan from B of A Securities set a target price of $310.0 on 07/24/2025
- David Vogt from UBS set a target price of $200.0 on 07/24/2025
- Brian Essex from JP Morgan set a target price of $290.0 on 07/24/2025
- Keith Bachman from BMO Capital set a target price of $300.0 on 07/18/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information.
