Representative Julie Johnson Trades IBM Shares Ahead of Earnings

Representative Julie Johnson (D-Texas) has recently disclosed the sale of shares in several companies, including International Business Machines Corporation (NYSE: IBM), as part of a series of transactions made on August 14, 2025. According to a filing submitted on September 11, 2025, Johnson sold shares valued between $1,001 and $15,000 in IBM from her “CHASE BROKERAGE ACCOUNT (3935).”

In addition to IBM, Johnson executed multiple trades on the same day, selling similar amounts of shares in McDonald’s Corporation (NYSE: MCD), Eli Lilly and Company (NYSE: LLY), Arthur J. Gallagher & Co. (NYSE: AJG), Parker-Hannifin Corporation (NYSE: PH), Charles Schwab Corporation (NYSE: SCHW), Fidelity National Information Services (NYSE: FIS), ConocoPhillips (NYSE: COP), Home Depot Inc. (NYSE: HD), Dover Corporation (NYSE: DOV), and UnitedHealth Group Incorporated (NYSE: UNH).

IBM’s Recent Financial Performance

On September 8, 2025, IBM shares opened at $265.09. The company has recently reported encouraging financial metrics, including a 50-day moving average of $255.14 and a 200-day moving average of $257.11. IBM’s market capitalization stands at $246.38 billion, with a price-to-earnings ratio of 43.03 and a PEG ratio of 3.99. The stock has fluctuated between a 52-week low of $203.51 and a high of $296.16.

In its latest quarterly earnings report released on July 23, 2025, IBM reported earnings per share (EPS) of $2.80, exceeding analysts’ expectations of $2.65. The company generated $16.98 billion in revenue, surpassing the forecasted $16.58 billion. This marks a 7.7% increase in revenue compared to the same quarter in the previous year. IBM has provided guidance for fiscal year 2025, with analysts projecting an average EPS of $10.78.

Dividend and Investment Activity

On September 10, 2025, IBM paid a quarterly dividend of $1.68 per share to shareholders on record as of August 8. This dividend represents an annualized yield of 2.5%. The company has a dividend payout ratio of 109.09%, indicating that it is returning a significant portion of its earnings to shareholders.

Recent trading activity in IBM stock reflects significant interest from institutional investors. For instance, Vanguard Group Inc. increased its holdings by 2.1% during the second quarter, now owning approximately 95 million shares valued at around $28 billion. Similarly, State Street Corp and Geode Capital Management LLC also expanded their positions in the company.

Wall Street analysts have varied opinions on IBM’s stock performance. Recent ratings include a “market perform” rating from Sanford C. Bernstein and a price target of $280. Wedbush raised its target from $300 to $325, while Royal Bank of Canada set a new target of $315. Overall, analysts have assigned the stock a consensus rating of “Hold” with an average target price of $275.

About Representative Julie Johnson

Julie Johnson serves as a member of the U.S. House of Representatives, representing Texas’ 32nd Congressional District since assuming office on January 3, 2025. Johnson, who holds a B.A. in history and government from the University of Texas at Austin and a J.D. from the University of Houston Law Center, has a professional background as an attorney.

As Johnson continues her tenure in Congress, her recent financial transactions reflect a proactive approach to managing her investment portfolio amid a dynamic market environment.