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International Business Machines Corp Stock: price and insider trades · United States
No insider purchase over the last 90 days. The latest was filed 25 Feb 2026.
International Business Machines Corp: what insiders have been doing
Every trade that managers of International Business Machines Corp disclose to SEC (Form 4) is tracked on this page. The company sits in the Technology sector. 11 insiders have disclosed 30 filings since 18 October 2025.
On the market, 3 insiders bought (3 purchases totalling €350k) while 1 insider sold (1 sale totalling €4.9M). On balance, insiders were net sellers of €4.6M. Unlike grants, an open-market purchase is paid for by the insider, at the market price. Those buying include 3 senior executives. At €4.9M, the sale published on 28 August 2026 by Thomas Robert David is the largest of the period (0.0026% of market cap).
The data flag 2 purchases as part of a group of insiders buying within 30 days of each other. Purchases made close together by different insiders form what is called a cluster. The clock since the last published purchase (25 February 2026) now reads 235 days. Between a trade and the moment it shows up on SEC (Form 4), the median delay is 1 day. The legal deadline for a Form 4 is two business days after the transaction.
For context, the typical company on the same exchange (median of 5,458 companies) published 22 filings over the same period, against 30 filings here. The full history, which starts in 2016, counts 7 purchases against 53 sales. The 10-K for the year ended 31 December 2025 shows 67.53 bn USD of revenue and 10.59 bn USD of net income and a dividend of 6.71 USD per share.
In the same sector, recent insider purchases at Gitlab Inc. and Baozun Inc. also feature in our signals. Source: insider filings from SEC (Form 4). Past trades are no guide to future returns.
Insider Decl.
243
Thresholds
n/a
Buy Volume
€957,183
7 ops. · all time
Sell Volume
€17M
53 ops. · all time
Who traded when
BuySaleFarr David N2 buys
Robert David Thomas2 sales
Michael Miebach1 buy
Michelle J. Howard1 buy
Nickle Jaclyn Lamoreaux1 sale
Zollar Alfred W1 buy
Since the insiders bought
- -4.1%Entry US$242.01 · Close 16 Oct 2026 US$232.14
- -4.1%Entry US$242.01 · Close 16 Oct 2026 US$232.14
- -26.2%Entry US$314.73 · Close 16 Oct 2026 US$232.14
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
Analyst consensus: bullish or bearish?
Analysts rate International Business Machines Corp Buy (bullish), based on 23 analysts. Average price target: US$242.65.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 6,978 of 24,148 companies
62.1
score / 100
Value54
Quality71
FCF yld5.2%
Earn yld4.8%
EV/EBITDA16.5x
ROE34%
Gross mgn58%
Net mgn16%
Debt/EBITDA3.7x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2025FY ended December 2025 · cache
US$234.12
Analyst consensus
23 analystsBuy
US$174.00Target US$242.65(+4%)US$297.00
Income statement
RevenueUS$67.5B
Gross profitUS$39.3B58% margin
EBITDAUS$17.3B26% margin
Net incomeUS$10.6B15.5% margin
Valuation
PER (trailing)20.8x
PER (forward)17.8x
P/Book6.4x
Beta0.72
Balance sheet & cash
Market capUS$220.6B
Total debtUS$64.6B
Free Cash FlowUS$11.5B
Debt / Equity189%
Profitability & ownership
ROE34.5%
ROA5.3%
% insiders0.1%
% institutions66.5%
Last declaration on 28 August 2026
Declarations243 total
25,000 shares@ US$230.32350.0026% mcap100.0% of flowCommon StockSEC:0002005007-26-000005:0
25,000 shares@ US$230.32350.0026% mcap100.0% of flowCommonSEC144:0001969223-26-000960
400 shares0Common StockSEC:0001875415-26-000005:0
434 shares@ US$233.3261100.0% of flowCommon StockSEC:0001771933-26-000002:0
Canonical exit: 26 May 2026 (T+90)
50 shares@ US$237.8293100.0% of flowCommon StockSEC:0001769389-26-000002:0
Canonical exit: 26 May 2026 (T+90)
2,631 shares0Common StockSEC:0002005007-26-000003:0
5,166 shares0Common StockSEC:0001629898-26-000003:0
396 shares0Common StockSEC:0001875415-26-000003:0
1,053 shares0Common StockSEC:0001837510-26-000003:0
2,725 shares0Common StockSEC:0001366945-26-000003:0
3,380 shares0Common StockSEC:0001433640-26-000003:0
1,722 shares0Common StockSEC:0002026599-26-000002:0
2,549 shares0Common StockSEC:0002005007-26-000002:0
696 shares0Common StockSEC:0001875415-26-000002:0
1,586 shares0Common StockSEC:0001837510-26-000002:0
5,664 shares0Common StockSEC:0001629898-26-000002:0
2,719 shares0Common StockSEC:0001433640-26-000002:0
2,322 shares0Common StockSEC:0001366945-26-000002:0
6,318 shares0Common StockSEC:0002026599-26-000001:0
42,247 shares0Common StockSEC:0002005007-26-000001:0
83,028 shares0Common StockSEC:0001629898-26-000001:0
4,070 shares0Common StockSEC:0001875415-26-000001:0
23,566 shares0Common StockSEC:0001837510-26-000001:0
48,474 shares0Common StockSEC:0001433640-26-000001:0
35,410 shares0Common StockSEC:0001366945-26-000001:0
25 of 243 declarations
About International Business Machines Corp
International Business Machines Corp. (IBM) is a long-established enterprise technology company listed on the NYSE under the ticker IBM in the United States. Founded in 1911 as the Computing-Tabulating-Recording Company and renamed IBM in 1924, the group built its legacy in large-scale computing and has since evolved toward software, consulting, and hybrid infrastructure. Its headquarters are in Armonk, New York.
For investors, IBM is best viewed as a B2B technology platform serving large corporations and public-sector clients rather than a consumer-facing software vendor. The company currently reports four main segments: Software, Consulting, Infrastructure, and Financing. Software is the most strategically important area, spanning hybrid cloud, automation, security, databases, and enterprise AI. Consulting supports digital transformation, application modernization, and systems integration. Infrastructure includes IBM Z mainframes, servers, storage, and related offerings, while Financing helps customers acquire IBM products and services.
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IBM’s competitive position is built on several strengths: a very large installed base, deep expertise in mission-critical environments, long-standing leadership in mainframe computing, and the ability to combine software, services, and hardware in integrated enterprise solutions. The company also differentiates itself through its hybrid cloud strategy, anchored by Red Hat, and through its AI initiatives under the watsonx brand. This positioning targets organizations that need to deploy AI at scale while maintaining governance, security, and sovereignty controls.
Geographically, IBM has a global footprint, with operations across the Americas, Europe/Middle East/Africa, and Asia-Pacific. This broad reach gives the company exposure to multiple end markets and reduces reliance on any single region.
Recent developments have reinforced IBM’s strategic shift toward enterprise AI and hybrid cloud. In early 2026, IBM highlighted solid growth in software and infrastructure revenues, alongside continued margin and free cash flow momentum. At Think 2026, the company unveiled new capabilities around watsonx Orchestrate, IBM Concert, and real-time data services, further extending its enterprise AI operating model. IBM also said it completed its acquisition of Confluent in 2026, strengthening its real-time data streaming capabilities for AI and agents. Overall, IBM remains a mature technology franchise with a mix of recurring software revenue, consulting scale, and mainframe resilience, while increasingly leveraging AI and hybrid cloud as its next growth vectors.
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