We just received data on a new analyst forecast for $IBM. Morgan Stanley gave a rating of 'Equal-Weight' for $IBM.
$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:
- B of A Securities issued a "Buy" rating on 07/24/2025
- UBS issued a "Sell" rating on 07/24/2025
- RBC Capital issued a "Outperform" rating on 07/17/2025
- 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:
- 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
- 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
- Wamsi Mohan from B of A Securities set a target price of $310.0 on 07/24/2025
- 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
$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 1,538 institutional investors add shares of $IBM stock to their portfolio, and 1,396 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.
This article is not financial advice. See Quiver Quantitative's disclaimers for more information.
