DEFA14A ·Filed Apr 8, 2026

IBM

INTERNATIONAL BUSINESS MACHINES CORP
NEUTRAL
Impact 3/10
Horizonimmediate Processed6mo ago SEC0000051143-26-000031
Proxy solicitation materials
Actionable Insight • Neutral

This is a standard, routine filing. Traders should note the Board's recommendations on the shareholder proposals, but there is no immediate financial impact or trading opportunity. The filing confirms the status quo and does not signal any strategic change.

DirectionNeutral
Confidencehigh
Horizonimmediate
Final — all horizons settled through T+60d
IBM ▲ +26.42% at T+60d
NEUTRAL call ✓ call won +26.42% · α vs SPY +15.92% · entry $236.93 → $299.52
Entry anchored
Apr 8, 04:10 PM ET
via exchange tick
T+1d
-2.60%
call -2.60% · α -2.54%
$230.76
settled 6mo ago
T+5d
+5.94%
call +5.94% · α +2.75%
$251.00
settled 6mo ago
T+20d
-4.72%
call -4.72% · α -12.29%
$225.74
settled 6mo ago
T+60d
+26.42%
call +26.42% · α +15.92%
$299.52
settled 4mo ago

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Executive Summary

IBM's 2026 proxy statement outlines the agenda for its annual shareholder meeting, including the election of directors, ratification of auditors, executive compensation vote, a new long-term performance plan, and responses to four shareholder proposals. The filing is routine and informational, with no material financial data or unexpected events.

Key Facts

  • The filing is a definitive proxy statement (DEFA14A) for IBM's 2026 Annual Meeting of Stockholders.
  • The meeting agenda includes the election of directors, ratification of PricewaterhouseCoopers LLP as auditors, a non-binding advisory vote on executive compensation, a new long-term performance plan, and four shareholder proposals.
  • The Board recommends voting FOR the election of directors, ratification of auditors, the advisory vote on executive compensation, and the new long-term performance plan.
  • The Board recommends voting AGAINST four shareholder proposals requesting changes to director stock ownership guidelines, the right to act by written consent, a report on AI bias, and a report on discrimination in charitable support.
  • The filing is routine and does not contain any material financial data or unexpected events.

Financial Impact

Routine filing with no direct financial impact.

revenueepsdebtdilution

Risk Factors

  • A low level of shareholder activism or dissent could be a risk if the Board's recommendations are not followed, but this is unlikely given the routine nature of the filing.
  • The Board's negative recommendations on the shareholder proposals could lead to some negative sentiment, but this is not expected to impact the stock price.

Market Snapshot

Exchange
NYSE
Sector
Computer & office Equipment

Investment Themes

Industrials & Manufacturing

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
DEFA14A Filing (Primary)0000051143-26-000031
Document: 0000051143-26-000031-index-headers.html0000051143-26-000031
Document: 0000051143-26-000031-index.html0000051143-26-000031
Document: 0000051143-26-000031.txt0000051143-26-000031
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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