8-K ·Filed May 1, 2026

IBM

INTERNATIONAL BUSINESS MACHINES CORP
NEUTRAL
Impact 3/10
Horizondays Processed5mo ago SEC0000051143-26-000043
8-K context-dependent: Items 5.02
Actionable Insight • Neutral

Routine post-meeting filing with no immediate trading signal. Monitor next quarterly earnings for any impact from the new long-term performance plan on compensation expenses.

DirectionNeutral
Confidencehigh
Horizondays
Final — all horizons settled through T+60d
IBM ▼ -1.32% at T+60d
NEUTRAL call ✗ call lost -1.32% · α vs SPY -2.92% · entry $229.48 → $226.44
Entry anchored
May 1, 2026
via day open
T+1d
-0.24%
call -0.24% · α -1.04%
$228.92
settled 6mo ago
T+5d
-2.62%
call -2.62% · α -5.56%
$223.46
settled 5mo ago
T+20d
+39.63%
call +39.63% · α +33.99%
$320.42
settled 5mo ago
T+60d
-1.32%
call -1.32% · α -2.92%
$226.44
settled 3mo ago

Price Chart

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Executive Summary

IBM filed its 8-K reporting the results of its 2026 Annual Meeting, including the election of 13 directors, approval of the 2026 Long-Term Performance Plan (75.8% support), and the defeat of all four stockholder proposals. The board size was reduced to 13 following the departure of director Frederick H. Waddell. No material financial data or unexpected events were disclosed.

Key Facts

  • All 13 director nominees elected with majority support
  • 2026 Long-Term Performance Plan approved by 75.8% of votes cast
  • Say-on-pay passed with 94.2% support
  • Four stockholder proposals all defeated with >95% against
  • Board size decreased from 14 to 13 effective April 28, 2026
  • Frederick H. Waddell did not stand for re-election

Financial Impact

Not specified

Market Snapshot

Exchange
NYSE
Sector
Computer & office Equipment
Analyst Consensus
52% bullish (27 analysts)

Investment Themes

Industrials & Manufacturing

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0000051143-26-000043
Document: ibm-20260428.htm0000051143-26-000043
Document: 0000051143-26-000043-index-headers.html0000051143-26-000043
Document: 0000051143-26-000043-index.html0000051143-26-000043
Document: 0000051143-26-000043.txt0000051143-26-000043
20 reports for IBM
Performance horizon
100% Hit rate 8 of 8 directional calls best @ T+5▲ +5.15%Feb 25, 2026
Filters
Rows
Reports for IBM — sortable, filterable
TypeNow
Aug 26, 2026
7w ago
144
NEUTRAL ★ 3/10
$229.87 $227.06▼ −1.22%▼ −1.45%$232.14 (+0.99%)
Aug 12, 2026
9w ago
Press Release
BEARISH ★ 6/10
$235.98 $234.02▲ +0.83%▼ −1.07%$232.14 (+1.63%)
Aug 11, 2026
9w ago
424B5
NEUTRAL ★ 3/10
$238.42 $239.94▲ +0.64%▲ +1.70%$232.14 (−2.63%)
Aug 6, 2026
10w ago
Press Release
BEARISH ★ 6/10
$237.28 $234.89▲ +1.01%▲ +0.61%$232.14 (+2.17%)
Aug 6, 2026
10w ago
GOVT-CONTRACT
NEUTRAL ★ 2/10
$233.43 $234.71▲ +0.55%▼ −0.05%$232.14 (−0.55%)
Jul 22, 2026
12w ago
8-K
NEUTRAL ★ 5/10
$205.77 $237.04▲ +15.20%▲ +12.30%$232.14 (+12.82%)
Jul 21, 2026
12w ago
Press Release
BEARISH ★ 5/10
$210.50 $232.67▼ −10.53%▼ −7.97%$232.14 (−10.28%)
Jul 20, 2026
12w ago
Press Release
BEARISH ★ 6/10
$213.00 $228.85▼ −7.44%▼ −3.32%$232.14 (−8.99%)
Jul 14, 2026
13w ago
8-K
BEARISH ★ 7/10
$217.07 $238.42▼ −9.84%▼ −7.34%$232.14 (−6.94%)
Jul 8, 2026
14w ago
Press Release
NEUTRAL ★ 2/10
$302.05 $235.92▼ −21.89%▼ −25.17%$232.14 (−23.15%)
Showing 10 of 20

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