SecBot

SecBot
NYSE· Computer & office Equipment· Inc. NY· CIK 0000051143

IBM

INTERNATIONAL BUSINESS MACHINES CORP
$232.14 ▼ -0.85%
Prev close $234.12
Market cap$220.6B
ConsensusHold
12-mo target$242.65 (+4.5%)
▲ Neutral
Analyst conviction 5/10
Insider Buying Cluster (2 insiders)High Impact Filing (7/10)Congressional Activity (4) Industrials & Manufacturing
Snapshot
The big-picture read on IBM right now — valuation, ownership and activity at a glance.
Market Cap
$220.6B
Cap Size
Mega Cap
Analyst Consensus
Buy (52%)
Inst. Holders
19 funds
Inst. Value
$704.3M
Inst. Activity
2 buys / 0 sells
Insider Activity
$0.00 buy / $5.8M sell
Insider Net $
-$5.8M
Social Sentiment
56° Neutral
SEC Reports
20
Congressional
20 trades
Price chart 30d -2.4%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Oct 21, 2026 earnings_calendar
IBM Q3 2026 Earnings After Market Close — 2026-10-21
Sep 30, 2026 Insider
ZOLLAR ALFRED W was granted 415 shares
Director @ $219.93 ($91.3K)
Sep 30, 2026 Insider
FARR DAVID N was granted 268 shares
Director @ $219.93 ($58.9K)
Sep 30, 2026 Insider
VOSER PETER R. was granted 455 shares
Director @ $219.93 ($100.1K)
Sep 30, 2026 Inst.
Assenagon Asset Management S.A. — DOUBLED
664,709 shares ($146.2M)
Sep 30, 2026 Inst.
MATHER GROUP, LLC. — ADD
11,443 shares ($2.5M)
Sep 30, 2026 Event
NovaCloud Licensing, LLC v. International Business Machines Corp.
Court ruling (txed) — Docket: 2:25-cv-00700
Aug 26, 2026 SEC
IBM CCO Robert Thomas (via his revocable trust) filed a Form 144 to sell 25,000 shares of common stock, valued at approx
144 — Impact 3/10
Analyst ratings buy % +8.3%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Hold 52% rate it Buy or better · 31 analysts
Strong Buy 8 26% Buy 8 26% Hold 13 42% Sell 2 6% Strong Sell 0 0%
Recent analyst actions
DateFirmActionRatingFirm rating
Oct 15, 2026Morgan StanleyMAINTAINEqual-Weight 55%
Oct 13, 2026RBC CapitalREITERATEOutperform 55%
Oct 9, 2026Truist SecuritiesINITIATEHold 55%
Aug 31, 2026SusquehannaMAINTAINNeutral 56%
Jul 24, 2026CitigroupMAINTAINBuy 55%
Jul 24, 2026SusquehannaMAINTAINNeutral 56%
Jul 23, 2026Morgan StanleyMAINTAINEqual-Weight 55%
Jul 23, 2026BMO CapitalMAINTAINMarket Perform 53%
Jul 23, 2026RBC CapitalREITERATEOutperform 55%
Jul 23, 2026BarclaysMAINTAINOverweight 54%
Monthly consensus history
PeriodStr. BuyBuyHoldSellStr. SellBuy %Distribution
Sep 1, 202688132052%
Aug 1, 202689122055%
Jul 1, 202691091066%
Jun 1, 202698101061%
May 1, 202697111057%
Apr 1, 202677112052%
Mar 1, 202677112052%
Feb 1, 202677103052%
Price targets
Where 23 covering analysts think IBM trades over the next 12 months.
$242.65 +4.5% upside Hold
Current$232.14 Low$174.00 Median$240.00 High$297.00 23 analysts
$174.00$297.00
Analyst rating Buy· 2.3/5 as of Oct 19, 2026
Social media sentiment mood -20.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
56°
Neutral
BearishNeutralBullish
32 mentions 13 bullish 9 bearish 10 neutral
Recent posts
stocks Bearish 22d ago
IBM stock what the hell is going on?
▲ 1 · 💬 0· ⚡ 0.2
investing Bearish 23d 14h ago
I think I finally understand why I lost so much money in stocks
▲ 1 · 💬 7· ⚡ 0.5
investing Neutral 1mo ago
IBM, Google, INFQ ,QNT, where should i go all in?
▲ 1 · 💬 1· ⚡ 0.5
wallstreetbets Bullish 1mo ago
Anyone buying these stocks?
▲ 1 · 💬 0· ⚡ 0.5
stocks Neutral 1mo ago
CQTM? Quantum Computing ETF thoughts?
▲ 1 · 💬 4· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
20 SEC filing reports analyzed · 3 bullish, 5 bearish, 0 mixed, 12 neutral · avg impact 4.1/10.
NEUTRAL1443/10
IBM CCO Robert Thomas (via his revocable trust) filed a Form 144 to sell 25,000 shares of common sto
Aug 26, 2026
BEARISHPRESS-RELEASE6/10
Hagens Berman Sobol Shapiro LLP announced an investigation into IBM for potential securities law vio
Aug 12, 2026
NEUTRAL424B53/10
IBM is issuing C$2.75 billion in senior unsecured notes across two tranches: C$1.75 billion of 4.100
Aug 11, 2026
NEUTRALGOVT-CONTRACT2/10
IBM received a $63.7M contract modification from the Department of Homeland Security to exercise opt
Aug 8, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Oct 21, 2026
earnings_calendar
IBM Q3 2026 Earnings After Market Close — 2026-10-21
Oct 1, 2026
other
IBM Elects Frank Baker to its Board of Directors
ARMONK, N.Y., Oct. 1, 2026 /PRNewswire/ -- The IBM (NYSE: IBM) board of directors has elected Frank Baker to the board, effective October 1, 2026. Fra
Oct 1, 2026
earnings
International Business Machines Corporation (IBM) $68 Billion Wipeout Amid Z Shortfall Triggers Investigation - HBSS
SAN FRANCISCO, Oct. 1, 2026 /PRNewswire/ -- National shareholder rights firm Hagens Berman is investigating potential violations of U.S. securities la
Oct 1, 2026
other
IBM Introduces Self-Hosted Deployment for IBM Bob to Help Enterprises Advance AI Sovereignty and Governance
Enterprises can now benefit from AI-powered software development and modernization without moving sensitive code, data, or workflows outside their con
Sep 30, 2026
short_volume
Short Volume: IBM — 56.9% short (0.9M / 1.5M)
Short: 880,261 | Exempt: 2,830 | TRF Vol: 1,548,148 | Short Ratio: 56.9% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
PeriodEPS Est.RangeGrowth30d RevUp/DnRevenue#
Current Q$2.87$2.75–$3.128.4%-0.6%0↑ 3↓$16.8B20
Next Q$4.61$4.41–$4.772.0%+0.2%3↑ 0↓$20.5B19
Current FY$12.31$12.08–$12.636.2%-0.1%1↑ 1↓$70.4B24
Next FY$13.15$12.30–$13.866.8%-0.1%1↑ 0↓$73.1B24
Current-quarter EPS estimate — revision history
WhenEPS estimateChange vs now
Current$2.872—
7d ago$2.864+0.008
30d ago$2.888-0.016
60d ago$2.888-0.016
90d ago$2.832+0.040
Institutional ownership
Which big funds own IBM (from quarterly 13F filings) and who is adding or trimming.
19 institutional holders with $704.3M total value (3,275,286 shares) as of 2026-Q3. Top holders: Assenagon, WEALTH, FORT. Net buying activity: 2 institutions added/increased vs 0 reduced.
Top holders — 2026-Q3
FundSharesValue% TrackedLast move
Assenagon Asset Management S.A.664,709$146.2M20.8%DOUBLED +611.9%
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC717,954$141.2M20.0%—
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/314,143$69.1M9.8%—
Czech National Bank270,698$59.5M8.5%—
FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND261,191$57.4M8.2%—
IFM Investors Pty Ltd220,344$48.5M6.9%—
Vontobel Holding Ltd.187,594$41.3M5.9%—
DAVENPORT & Co LLC173,361$38.1M5.4%—
Concurrent Investment Advisors, LLC132,869$29.2M4.1%—
TD Waterhouse Canada Inc.112,555$25.4M3.6%—
Recent position changes
FundActionPrevCurrentChangeValue
Assenagon Asset Management S.A.DOUBLED93,377664,709+611.9%$146.2M
MATHER GROUP, LLC.ADD7,26311,443+57.6%$2.5M
JPMORGAN CHASE & COTRIM18,544,69412,445,411-32.9%$3.5B
Bank of New York Mellon CorpADD7,170,7039,269,877+29.3%$2.6B
NORGES BANKNEW—8,416,339—$2.4B
FMR LLCADD5,245,6907,433,148+41.7%$2.1B
WELLINGTON MANAGEMENT GROUP LLPDOUBLED265,9986,549,393+2362.2%$1.8B
PeakShares LLCADD4,5165,897+30.6%$1.7B
VICTORY CAPITAL MANAGEMENT INCTRIM3,017,3482,212,859-26.7%$622.3M
BNP PARIBAS FINANCIAL MARKETSADD1,315,9791,746,207+32.7%$491.1M
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
18 insiders, 50 transactions. Net -$5.8M — $0.00 bought, $5.8M sold.
DateInsiderTitleTypeSharesPriceValue
Sep 30, 2026ZOLLAR ALFRED WDirectorAWARD415$219.93$91.3K
Sep 30, 2026FARR DAVID NDirectorAWARD268$219.93$58.9K
Sep 30, 2026VOSER PETER R.DirectorAWARD455$219.93$100.1K
Sep 30, 2026Buberl ThomasDirectorAWARD444$219.93$97.6K
Sep 30, 2026Miebach MichaelDirectorAWARD415$219.93$91.3K
Sep 30, 2026Brown Marianne CatherineDirectorAWARD415$219.93$91.3K
Sep 30, 2026Pollack Martha EDirectorAWARD268$219.93$58.9K
Sep 30, 2026HOWARD MICHELLE JDirectorAWARD291$219.93$64.0K
Sep 30, 2026MCNABB FREDERICK WILLIAM IIIDirectorAWARD415$219.93$91.3K
Sep 30, 2026Laguarta RamonDirectorAWARD415$219.93$91.3K
Congressional trades
IBM trades disclosed by members of Congress, with disclosure delay.
9 members · 7 buys / 13 sells
DateMemberPartyChamberTypeAmountAssetDisclosed
Aug 24, 2026Maria Elvira SalazarRHOUSESELL$1,001 - $15,000International Business Machines CorpSep 10, 2026(18d)
Aug 24, 2026Maria Elvira SalazarRHOUSESELL$1,001 - $15,000International Business Machines CorpSep 10, 2026(18d)
Aug 18, 2026Gilbert CisnerosDHOUSEBUY$1,001 - $15,000International Business Machines CorpSep 11, 2026(25d)
Aug 10, 2026Ro KhannaDHOUSESELL$1,001 - $15,000International Business Machines CorpSep 7, 2026(29d)
Jul 17, 2026Gilbert CisnerosDHOUSESELL$1,001 - $15,000International Business Machines CorpSep 7, 2026(53d)
Jul 16, 2026Josh GottheimerDHOUSESELL$1,001 - $15,000International Business Machines CorpAug 11, 2026(27d)
Jul 15, 2026Josh GottheimerDHOUSESELL$1,001 - $15,000International Business Machines CorpAug 11, 2026(28d)
Jul 7, 2026Ro KhannaDHOUSEBUY$1,001 - $15,000International Business Machines CorpAug 12, 2026(37d)
Jun 16, 2026Matt Van EppsRHOUSESELL$1,001 - $15,000International Business Machines CorpJun 17, 2026(2d)
Jun 16, 2026Gilbert CisnerosDHOUSEBUY$15,001 - $50,000International Business Machines CorpJul 3, 2026(18d)
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for IBM.
Shares short
24,164,783
Settlement Sep 30, 2026
Change vs prior
+7.7%
Semi-monthly cycle
Days to cover
4.1
At avg daily volume
Of shares outstanding
≈2.6%
Estimate — not % of float
All IBM filing & press-release reports (20)