
Insider and congress filings
International Business Machines Corporation (IBM)
NYSE · Technology · 345 insider transactions · 260 congress trades · last filed 18 days agoS&P 500
About International Business Machines Corporation
from the company's filings and listing, as of Oct 26, 2026- Exchange
- NYSE
- Sector
- Technology
- Industry
- Information Technology Services
- Chief executive
- Arvind Krishna
- Employees
- 264,300
- Listed since
- Sep 24, 1915
- Market value
- $239.6B
- Price to earnings (12 mo)
- 21.3
- Net income per share, as reported (12 mo)
- $11.83
- Dividend yield
- 2.66%
Company news
3 articles · newest first| Headline | Source | Date |
|---|---|---|
| IBM advances to Stage C of DARPA's Quantum Benchmarking InitiativeStage C is the third phase of DARPA's evaluation of approaches to building a fault-tolerant quantum computer. | Company release | Oct 7, 2026 |
| IBM teams up with SAP to help businesses modernize operationsSecond Nature Brands extended and strengthened its common enterprise platform following its Voortman acquisition, IBM said. | Company release | Oct 7, 2026 |
| IBM introduces self-hosted deployment for IBM BobThe option lets organizations run AI software development in on-premises, private-cloud, sovereign-cloud and air-gapped environments they control. | Company release | Oct 1, 2026 |
Written by GetSignal with AI from the company's own SEC filings and press releases; each article links to its source. Not investment advice. Company news from every company we cover
Earnings
6 reported quarters · next on Jan 27, 2027| Quarter | EPS | EPS expected | Revenue | Revenue expected | Result |
|---|---|---|---|---|---|
| Q3 FY2026reported Oct 21, 2026 | $2.95 | $2.85 | $17.1B | $16.8B | EPS beatRevenue beat |
| Q2 FY2026reported Jul 22, 2026 | $2.93 | $2.95 | $17.2B | $17.5B | EPS in lineRevenue miss |
| Q1 FY2026reported Apr 22, 2026 | $1.91 | $1.81 | $15.9B | $15.6B | EPS beatRevenue beat |
| Q4 FY2025reported Jan 28, 2026 | $4.52 | $4.31 | $19.7B | $19.2B | EPS beatRevenue beat |
| Q3 FY2025reported Oct 22, 2025 | $2.65 | $2.45 | $16.3B | $16.1B | EPS beatRevenue in line |
| Q2 FY2025reported Jul 23, 2025 | $2.80 | $2.65 | $17.0B | $16.6B | EPS beatRevenue beat |
Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.
Institutional holders
13F positions as of Jun 30, 2026| Holder | Value | Shares | Shares vs prior qtr | % of shares out |
|---|---|---|---|---|
| BlackRock, Inc. | $21.6B | 76,763,481 | -1.0% | 8.17% |
| Vanguard Capital Management LLC | $17.3B | 61,385,366 | +0.9% | 6.53% |
| State Street Corp | $15.8B | 56,045,055 | +2.7% | 5.97% |
| Vanguard Portfolio Management LLC | $8.0B | 28,348,295 | +2.5% | 3.02% |
| Geode Capital Management, LLC | $6.6B | 23,448,500 | +1.6% | 2.49% |
| Morgan Stanley | $4.9B | 17,459,828 | -11.1% | 1.86% |
| Capital World Investors | $4.6B | 16,207,905 | -5.0% | 1.72% |
| Bank of America Corp | $4.2B | 14,988,328 | -6.7% | 1.59% |
| JPMorgan Chase & Co. | $3.5B | 12,445,411 | -32.9% | 1.32% |
| Northern Trust Corp | $2.9B | 10,227,731 | -0.7% | 1.09% |
| Bank of New York Mellon Corp | $2.6B | 9,269,877 | +29.3% | 0.99% |
| Norges Bank | $2.4B | 8,416,339 | New | 0.90% |
A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. New: not in this holder's prior 13F as reported; a change of filer ID can also show as new. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.
Tracked fund managers holding IBM
2 managers| Manager | Value | Shares | Share of book |
|---|---|---|---|
| Adage Capital Partners | $252.6M | 898,190 | 0.4% |
| Walleye Capital | $84.4M | 300,154 | 0.3% |
2 of the 97 fund managers we track list IBM shares among the largest positions in their latest 13F, filed for Q2 2026. A manager can hold it further down the book too, so this is a floor, not a count. Share of book is the position against the manager's whole disclosed 13F value.
Open-market insider trades
3 filings shown · newest filing first| Insider | Action | Shares | Price | Value | Trade date | Delay (business days) |
|---|---|---|---|---|---|---|
| Robert David ThomasSenior Vice President | Sold | 25,000 | $230.32 | $5.8M | Aug 26, 2026filed Aug 28, 2026 | 2d |
| Michael MiebachDirector | Bought | 434 | $233.33 | $101K | Feb 25, 2026filed Feb 25, 2026 | 0d |
| Michelle J. HowardDirector | Bought | 50 | $237.83 | $12K | Feb 25, 2026filed Feb 25, 2026 | 0d |
One row is one filing, newest filing first. A filing that reported its trade in several tranches is summed, priced at the weighted average, and marked with its line count. The delay counts business days from the trade to the filing, the unit of Form 4's two business day deadline: weekends and federal holidays are skipped. How the filing itself works is explained in our guide to Form 4.
Other Form 4 activity (20)
| Insider | Event | Shares | Date |
|---|---|---|---|
| Frederick William McNabb IIIDirector | Stock award | 415 | Sep 30, 2026 |
| Andrew N. LiverisDirector | Stock award | 444 | Sep 30, 2026 |
| Michelle J. HowardDirector | Stock award | 291 | Sep 30, 2026 |
| Alex GorskyDirector | Stock award | 489 | Sep 30, 2026 |
| Ramon LaguartaDirector | Stock award | 415 | Sep 30, 2026 |
| Peter R. VoserDirector | Stock award | 455 | Sep 30, 2026 |
| Martha E. PollackDirector | Stock award | 268 | Sep 30, 2026 |
| Michael MiebachDirector | Stock award | 415 | Sep 30, 2026 |
| David N. FarrDirector | Stock award | 268 | Sep 30, 2026 |
| Alfred W. ZollarDirector | Stock award | 415 | Sep 30, 2026 |
| Marianne Catherine BrownDirector | Stock award | 415 | Sep 30, 2026 |
| Thomas BuberlDirector | Stock award | 444 | Sep 30, 2026 |
| Arvind KrishnaChairman, President & CEO | Discretionary transaction | 8,376 | Aug 27, 2026 |
| Marianne Catherine BrownDirector | Stock award | 325 | Jun 30, 2026 |
| Thomas BuberlDirector | Stock award | 341 | Jun 30, 2026 |
| David N. FarrDirector | Stock award | 209 | Jun 30, 2026 |
| Alex GorskyDirector | Stock award | 383 | Jun 30, 2026 |
| Michelle J. HowardDirector | Stock award | 228 | Jun 30, 2026 |
| Andrew N. LiverisDirector | Stock award | 347 | Jun 30, 2026 |
| Frederick William McNabb IIIDirector | Stock award | 325 | Jun 30, 2026 |
Awards, option exercises, shares withheld to cover tax and gifts all file on the same form as a purchase or a sale. None of them is a decision to trade, so they sit here rather than beside the ones that are.
Congress trades in IBM
20 disclosures of 260 on record · median 25d of the 45 allowedSince the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 24, 2026), not the member's result. Not investment advice.
| Member | Type | Action | Amount disclosed | Stock since the trade | Trade date | Disclosed | Delay |
|---|---|---|---|---|---|---|---|
| Maria Elvira Salazar | Stock | Sale | $1,001 - $15,000 | +8.0%After the saleS&P 500 -1.3% · +9.3 pts vs S&P 500 | Sep 4, 2026 | Oct 7, 2026 | 33d |
| Lloyd Doggett | Stock | Purchase | $1,001 - $15,000 | +8.4%S&P 500 +0.3% · +8.1 pts vs S&P 500 | Sep 10, 2026 | Oct 5, 2026 | 25d |
| Gilbert Ray Cisneros, Jr. | Stock | Purchase | $1,001 - $15,000 | +9.0%S&P 500 -1.0% · +10.0 pts vs S&P 500 | Aug 18, 2026 | Sep 10, 2026 | 23d |
| Maria Elvira Salazar | Stock | Sale | $1,001 - $15,000 | +9.8%After the saleS&P 500 -0.5% · +10.2 pts vs S&P 500 | Aug 24, 2026 | Sep 9, 2026 | 16d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +12.0%After the saleS&P 500 +0.3% · +11.7 pts vs S&P 500 | Aug 3, 2026 | Sep 4, 2026 | 32d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +7.3%After the saleS&P 500 -1.7% · +9.0 pts vs S&P 500 | Aug 10, 2026 | Sep 4, 2026 | 25d |
| Gilbert Ray Cisneros, Jr.Filed late | Stock | Sale | $1,001 - $15,000 | +19.2%After the saleS&P 500 +2.3% · +17.0 pts vs S&P 500 | Jul 17, 2026 | Sep 4, 2026 | 49d |
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | +20.1%After the saleS&P 500 +0.7% · +19.4 pts vs S&P 500 | Jul 15, 2026 | Aug 10, 2026 | 26d |
| Josh GottheimerJoint | Stock | Sale | $1,001 - $15,000 | +15.8%After the saleS&P 500 +1.2% · +14.5 pts vs S&P 500 | Jul 16, 2026 | Aug 10, 2026 | 25d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -17.2%S&P 500 +1.7% · -18.8 pts vs S&P 500 | Jul 7, 2026 | Aug 7, 2026 | 31d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | +19.0%S&P 500 +2.4% · +16.6 pts vs S&P 500 | Jul 20, 2026 | Aug 7, 2026 | 18d |
| Alan ArmstrongSelf | Stock | Purchase | $1,001 - $15,000 | +7.3%S&P 500 +19.8% · -12.5 pts vs S&P 500 | Mar 27, 2026 | Jul 21, 2026 | 116d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -9.8%S&P 500 +1.7% · -11.5 pts vs S&P 500 | Jun 30, 2026 | Jul 6, 2026 | 6d |
| Lloyd Doggett | Stock | Purchase | $1,001 - $15,000 | -6.9%S&P 500 +4.7% · -11.6 pts vs S&P 500 | Jun 10, 2026 | Jul 6, 2026 | 26d |
| Matthew Van Epps | Stock | Sale | $1,001 - $15,000 | -6.4%After the saleS&P 500 +1.3% · -7.6 pts vs S&P 500 | Jun 16, 2026 | Jun 17, 2026 | 1d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +15.6%After the saleS&P 500 +2.8% · +12.8 pts vs S&P 500 | May 15, 2026 | Jun 9, 2026 | 25d |
| Ro Khanna | Stock | Sale | $1,001 - $15,000 | +9.2%After the saleS&P 500 +5.4% · +3.8 pts vs S&P 500 | May 1, 2026 | Jun 9, 2026 | 39d |
| Ro Khanna | Stock | Purchase | $1,001 - $15,000 | -0.6%S&P 500 +1.3% · -1.9 pts vs S&P 500 | May 27, 2026 | Jun 9, 2026 | 13d |
| Gilbert Ray Cisneros, Jr. | Stock | Sale | $15,001 - $50,000 | +15.6%After the saleS&P 500 +2.8% · +12.8 pts vs S&P 500 | May 15, 2026 | Jun 8, 2026 | 24d |
| Maria Elvira Salazar | Stock | Purchase | $15,001 - $50,000 | +0.2%S&P 500 +2.3% · -2.1 pts vs S&P 500 | May 21, 2026 | Jun 8, 2026 | 18d |
Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.
A delay above 45 days is the gap between the dates on the report; we mark a filing late only after checking it.
"Not captured" means the band or the transaction type on the original report is missing from our data.
"Dates conflict" marks a row whose disclosure is dated before its trade on the record we hold. Both dates are printed as filed, and no since-the-trade figure is computed from them.
Every Congress trade in IBM, filterable by party, chamber, type and account.
Members of Congress reporting a position
23 members · estimate, as of Oct 25, 202623 members report a position (estimated). The largest estimated position is in the $1,000,001 - $5,000,000 band.
| Member | Party, chamber | Estimated position | Share of their portfolio |
|---|---|---|---|
| Lloyd Doggett | Democrat · House | $1,000,001 - $5,000,000 | 16.8% |
| Steve Cohen | Democrat · House | $250,001 - $500,000 | 10.1% |
| Thom Tillis | Republican · Senate | $100,001 - $250,000 | 10.1% |
| J. French Hill | Republican · House | $100,001 - $250,000 | 0.9% |
| Kelly Morrison | Democrat · House | $100,001 - $250,000 | 1.1% |
| Gary C. Peters | Democrat · Senate | $15,001 - $50,000 | 1.0% |
| Harriet M. Hageman | Republican · House | $15,001 - $50,000 | 1.1% |
| Robert Bresnahan | Republican · House | $15,001 - $50,000 | 0.3% |
| Maria Elvira Salazar | Republican · House | $15,001 - $50,000 | 1.4% |
| Debbie Dingell | Democrat · House | $15,001 - $50,000 | 0.4% |
| Jamie Raskin | Democrat · House | $15,001 - $50,000 | 0.5% |
| Katherine M. Clark | Democrat · House | $15,001 - $50,000 | 0.4% |
| Lois Frankel | Democrat · House | $15,001 - $50,000 | 10.6% |
| Patrick Ryan | Democrat · House | $15,001 - $50,000 | 3.8% |
| Julia Letlow | Republican · House | $1,001 - $15,000 | 1.3% |
| Shelley Moore Capito | Republican · Senate | $1,001 - $15,000 | 0.4% |
| Adam Smith | Democrat · House | $1,001 - $15,000 | 100.0% |
| Dwight Evans | Democrat · House | $1,001 - $15,000 | 4.3% |
| Lucy McBath | Democrat · House | $1,001 - $15,000 | 0.1% |
| Michael A. Rulli | Republican · House | $1,001 - $15,000 | 0.7% |
| Pete Sessions | Republican · House | $1,001 - $15,000 | 0.2% |
| Robert B. Aderholt | Republican · House | $1,001 - $15,000 | 0.8% |
| Thomas H. Kean, Jr. | Republican · House | $1,001 - $15,000 | 0.2% |
Estimate, as of Oct 25, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.
Questions
Are insiders buying or selling IBM?
Across the 3 most recent open-market filings shown here, 2 were purchases and 1 was a sale.
Which members of Congress have traded IBM?
Maria Elvira Salazar, Lloyd Doggett, Gilbert Ray Cisneros, Jr., Ro Khanna, Josh Gottheimer, Alan Armstrong and others disclosed IBM transactions in the filings shown here.
Which members of Congress hold IBM?
23 members of Congress report a position in IBM in the estimate we hold as of Oct 25, 2026. The two largest estimated positions belong to Lloyd Doggett and Steve Cohen; Thom Tillis holds one of the next largest, in the $100,001 - $250,000 band. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.
Is IBM in the S&P 500 or the Nasdaq 100?
International Business Machines Corporation is a current member of the S&P 500, per the membership list we hold as of Oct 26, 2026. Current members of either index get a page here whatever their filing history.
How quickly are IBM trades disclosed?
Insider filings on this page reached the public a median of 0 business days after the transaction (weekends and federal holidays skipped), against the two business days Form 4 allows. Congressional disclosures took a median of 25 days, against the 45 the STOCK Act allows.
How to read a Form 4
A DECISION THE INSIDER MADE
COMPENSATION PLUMBING
Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.
Data as of Oct 26, 2026.
