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Overview
Smart money at a glance
Filings to Sep 28, 2026Net selling: insiders sold $5.8M and bought $0 on the open market in 90 days (SEC Form 4). Congress: both buying and selling, $54K to $285K in total in 180 days.
- Company insidersSEC Form 4, last 90 days
- -$5.8M netNet selling
- CongressSTOCK Act, last 180 days
- $54K to $285K tradedMixed
- Big fundsSEC 13F, quarter ended Jun 30, 2026
- 5 added, 3 cutMore adding
Key stats
Fundamentals Sep 27- Open
- $226.15
- 52-wk high
- $330.09
- High
- $228.99
- 52-wk low
- $197.77
- Low
- $225.19
- Prev close
- $225.51
- Mkt cap
- $212.46B
- P/E
- 20.1x
- Volume
- 4.15M
- Fwd P/E
- 17.4x
- Beta
- 0.71
- Div yield
- 2.96%
- P/S
- 3.1x
- P/B
- 6.3x
- Profit margin
- +15.5%
- Op margin
- +16.6%
- ROE
- +34.5%
What do analysts expect?
Analyst target and ratings are on paid plans
See the 12-month consensus target and the buy/hold/sell rating split.
Unlock the full resultsQuestions about IBM filings
Are insiders buying or selling International Business Machines (IBM) stock?
Net selling: insiders sold $5.8M and bought $0 of IBM stock on the open market in the 90 days to Sep 28, 2026, according to SEC Form 4 filings. The largest was Thomas, Robert David (Senior Vice President), who sold $5.8M. The latest filing was on Aug 28, 2026.
Which members of Congress have traded IBM recently?
Rep. Maria Elvira Salazar (R) sold $1K to $15K on Aug 24, 2026, disclosed 16 days later. Rep. Maria Elvira Salazar (R) sold $1K to $15K on Aug 24, 2026, disclosed 16 days later. Rep. Gilbert Cisneros (D) bought $1K to $15K on Aug 18, 2026, disclosed 23 days later. Rep. Gilbert Cisneros (D) sold $1K to $15K on Jul 17, 2026, disclosed 49 days later. In total, 5 members disclosed 12 IBM trades with trade dates in the last 180 days, filed a median 21 days after trading.
How current is this IBM smart-money data?
This summary uses filings available on Sep 28, 2026. Insiders must report trades to the SEC within 2 business days, members of Congress have up to 45 days to disclose a trade, and funds file 13F holdings up to 45 days after each quarter ends, so the latest moves may not be public yet.
Smart money
8 funds hold a position and insiders have been net selling.
What funds are doing
Buys/Adds (3)
- SU
Susquehanna
$176.6M
added
- CI
Citadel
$123.9M
added
- MI
Millennium
$98.8M
added
What insiders are doing
Sells (1)
- TR
Thomas Robert David
$5.8M
sold
What Congress is doing
Buys (1)
Sells (2)
How top traders are positioned
Activist stakes, short interest & more
Earnings
Earnings landed in line with what analysts expected.
Earnings per share
$2.93 expected
Revenue
No comparable estimate
Reports Oct 21, 2026, in 23 days
Estimates as of Sep 28, 2026
EPS expected
$2.78 to $3.12
Revenue expected
18 analysts
Last 30 days
Analysts cutting estimates
What the company said
Financials
What it sold, what it cost, what was left.
| USD | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|
| What came in | ||||
| Revenue | $16.33B | $19.69B | $15.92B | $17.16B |
| Cost of what it sold | $6.74B | $7.76B | $6.97B | $7.25B |
| Gross profit | $9.59B | $11.93B | $8.95B | $9.91B |
| What it spent | ||||
| Research and development | $2.08B | $2.19B | $2.17B | $2.31B |
| Sales and admin | $4.48B | $4.56B | $5.09B | $4.98B |
| Other operating costs | $371.0M | $332.0M | $328.0M | — |
| Total operating expenses | $6.93B | $7.08B | $7.59B | $7.29B |
| What was left | ||||
| Operating profit | $2.66B | $4.85B | $1.36B | $2.62B |
| Interest on debt | $492.0M | $478.0M | $473.0M | $486.0M |
| Profit before tax | $2.43B | $4.14B | $1.39B | $2.48B |
| Tax | $686.0M | -$1.44B | $172.0M | $313.0M |
| Net profit | $1.74B | $5.60B | $1.22B | $2.17B |
| EBITDA | $4.21B | $5.92B | $3.13B | $2.96B |
Technicals
Price structure
This stock is under pressure.
Trend
Under pressure
0 / 100
RSI 14
20D volatility
52-week range
20D support
20D resistance
Returns
Price vs moving averages
Volume pace
News
What the news says
Coverage leans bullish
Tone of tracked coverage
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NeutralSep 24IBM (IBM) Registers a Bigger Fall Than the Market: Important Facts to Note
Leans bearishSep 24CFOs need realistic AI time-to-value expectations: Gartner
NeutralSep 24
Macro
32 macro signals shaping IBM right now
Unlock sector rotation, regime shifts, and macro event windows tied to this stock.
Unlock the full results