$IBM

International Business Machines Corporation · NYSE · Technology

234.89+0.18 (+0.08%)
Market cap
221.30B
Volume
3.06M
P/E
20.88
Day range
231.68 – 236.17
52w range
199.19 – 332.46
Analyst target
245.35

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$IBM +0.08% at 234.89
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Company summary

International Business Machines Corporation, together with its subsidiaries, provides integrated solutions and services in the Americas, Europe, the Middle East, Africa, and the Asia Pacific. It operates through Software, Consulting, Infrastructure, and Financing segments. The Software segment offers hybrid cloud and AI platforms that allow clients to realize their digital and AI transformations across the applications, data, and environments in which they operate. The Consulting segment delivers strategy and technology services and intelligent operations, providing business transformation, technology implementation, managed services, application modernization, and AI-powered solutions. The Infrastructure segment provides on-premises and cloud-based server, and storage solutions, as well as life-cycle services for hybrid cloud infrastructure deployment. The Financing segment offers client and commercial financing, and facilitates IBM clients' acquisition of hardware, software, and services. It operates a data streaming platform. The company has strategic partnerships with various companies, including hyperscalers, service providers, global system integrators, and software and hardware vendors that include Adobe, Amazon Web Services, Microsoft, Oracle, Salesforce, Samsung Electronics and SAP, and others. It also has a strategic collaboration with Arm Holdings plc for the development of new dual-architecture hardware that helps enterprises run future AI and data intensive workloads; strategic partnership with three.ws to advance ai-powered 3d agent technology; and collaboration with Lightwell to help strengthen open source software supply chain. Additionally, it offers operational resilience, logistics, and future-ready technology to the UK Ministry of Defence through Team ORION. The company was formerly known as Computing-Tabulating-Recording Co. and changed its name to International Business Machines Corporation in 1924. International Business Machines Corporation was incorporated in 1911 and is headquartered in Armonk, New York.

Industry: Information Technology ServicesEmployees: 264,300HQ: United StatesWebsite

Institutional ownership

Institutions hold 66.76% · insiders 0.10% · 4,508 institutions

HolderSharesValue% heldReported
Blackrock Inc.76.76M$18.03B8.15%2026-06-30
Vanguard Capital Management LLC61.39M$14.42B6.52%2026-06-30
State Street Corporation56.05M$13.16B5.95%2026-06-30
Vanguard Portfolio Management LLC28.35M$6.66B3.01%2026-06-30
Geode Capital Management, LLC23.45M$5.51B2.49%2026-06-30
Morgan Stanley17.46M$4.10B1.85%2026-06-30
Capital World Investors16.21M$3.81B1.72%2026-06-30
Bank of America Corporation14.99M$3.52B1.59%2026-06-30
JPMORGAN CHASE & CO12.45M$2.92B1.32%2026-06-30
Northern Trust Corporation10.23M$2.40B1.09%2026-06-30

Hedge fund & billionaire activity

Insider transactions

InsiderRoleTransactionSharesDate
THOMAS ROBERT DAVIDOfficerSale at price 230.32 per share.25.0K2026-08-26
ROBINSON ANNEOfficer7.3K2026-07-01
FEHRING NICOLAS A.OfficerStock Gift at price 0.00 per share.400.002026-06-04
HOWARD MICHELLE J.DirectorPurchase at price 237.83 per share.50.002026-02-25
MIEBACH MICHAELDirectorPurchase at price 233.33 per share.434.002026-02-25
FEHRING NICOLAS A.Officer1.6K2026-02-20
THOMAS ROBERT DAVIDOfficer8.4K2026-02-20
LAMOREAUX NICKLE JACLYNOfficer4.4K2026-02-20
KRISHNA ARVINDChief Executive Officer16.9K2026-02-20
COHN GARY DOfficer7.6K2026-02-20
KAVANAUGH JAMES J.Chief Financial Officer9.8K2026-02-20
FEHRING NICOLAS A.Officer696.002026-02-18

Analyst ratings

Consensus score 2.20 (1 = strong buy, 5 = sell) · mean target 245.35

  • SusquehannaNeutralmain2026-08-31
  • CitigroupBuymain2026-07-24
  • SusquehannaNeutralmain2026-07-24
  • Morgan StanleyEqual-Weightmain2026-07-23
  • BMO CapitalMarket Performmain2026-07-23
  • RBC CapitalOutperformreit2026-07-23
  • BarclaysOverweightmain2026-07-23
  • BairdNeutralinit2026-07-22
  • BarclaysOverweightmain2026-07-21
  • JefferiesBuymain2026-07-21

Earnings

Next report: 2026-10-21

QuarterEPS actualEPS estimateSurprise
3Q20252.652.450.20
4Q20254.524.290.23
1Q20261.911.810.10
2Q20262.932.93-0.00

SEC filings

  • 8-KCorporate Changes & Voting Matters2026-08-14Open
  • S-8 POSOffering Registrations2026-07-29Open
  • 10-QPeriodic Financial Reports2026-07-23Open
  • 8-KCorporate Changes & Voting Matters2026-07-22Open
  • 8-KCorporate Changes & Voting Matters2026-07-14Open
  • 11-KAnnual report of employee stock purchase2026-06-26Open
  • 8-KCorporate Changes & Voting Matters2026-06-23Open
  • SDSpecialized Disclosure Report filed pursuant to Section 1502 of the Dodd-Frank Wall Street Reform and Consumer Protection Act relating to the use of conflict minerals (Rule 13p-1)2026-06-01Open
  • 8-KCorporate Changes & Voting Matters2026-05-28Open
  • 8-KCorporate Changes & Voting Matters2026-05-01Open

Latest IBM news

  • OpenAI, Anthropic IPOs Could Spark a Selloff in These Struggling Stocks — IBM, Tesla, AppLovin Among Names at Risk

    The upcoming initial public offerings (IPOs) of OpenAI and Anthropic may exacerbate the woes of already struggling stocks post-Labor Day, said strategists at Evercore ISI, spearheaded by Julian Emanuel. Evercore sees further upside for AI stocks but warns that upcoming...

    Mon, 07 Sep 2026 12:49:38 +0000

  • Arista Networks vs. IBM: Comparing Quarterly Revenue Trends Between These Artificial Intelligence Giants

    Arista has posted eight straight quarters of revenue gains, while IBM swings between peaks and valleys.

    Sun, 06 Sep 2026 19:32:16 +0000

  • Why IBM, Microsoft Back Move for Quantum Policy Czar

    A new bill aims to secure U.S. supply chains and elevate the Commerce Department to lead national quantum policy.

    Fri, 04 Sep 2026 20:21:00 +0000

  • Should You Worry That IBM Has Gone Quiet On Its AI Total?

    International Business Machines (IBM) used to hand investors a single number that made its AI push easy to check: the running dollar value of the generative-AI work it had won. That number is missing from the July 2026 call, though generative AI still turns up in the Consulting numbers. Where the figure went, and what management counts instead, is the more useful question.

    Fri, 04 Sep 2026 17:37:30 +0000

  • 2 Services Stocks to Research Further and 1 Facing Challenges

    Business services providers thrive by solving complex operational challenges for their clients, allowing them to focus on their secret sauce. Furthermore, the demand for their offerings is rising as more clients outsource non-core functions, a trend that has enabled the industry to return 19.8% over the past six months. At the same time, the S&P 500 was up 11.7%.

    Fri, 04 Sep 2026 13:10:10 +0000

  • The Dealmaking 3: Athletes Unlimited Retreats, NFL Kills the Pro Bowl, AI Takes Over the US Open

    This week of The Dealmaking 3 with “The Sports Professor” Rick Horrow features Athletes Unlimited pausing its professional volleyball and basketball leagues to focus on capital raising, the NFL ending the Pro Bowl game after 75 years after ratings fall to 2 million viewers, and International Business Machines Corporation (NYSE: IBM) and the USTA partnering for […] The post The Dealmaking 3: Athletes Unlimited Retreats, NFL Kills the Pro Bowl, AI Takes Over the US Open appeared first on CorpGov.

    Thu, 03 Sep 2026 22:27:39 +0000

  • IBM (IBM) Beats Stock Market Upswing: What Investors Need to Know

    The latest trading day saw IBM (IBM) settling at $234.31, representing a +1.13% change from its previous close.

    Thu, 03 Sep 2026 21:45:04 +0000

  • IBM (IBM) Stock Could Be Below Fair Value Despite Cautious Broader Checks

    International Business Machines stock has more than doubled over the past five years, yet current checks still point to a market price that sits below an intrinsic value estimate based on a Discounted Cash Flow (DCF) approach and below fair value on earnings and cash flow multiples. International Business Machines has returned 111.8% over 5 years, which puts recent short term weakness into context for long term holders. Growing AI and quantum related activity, including higher margin...

    Thu, 03 Sep 2026 19:06:41 +0000

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