JARISLOWSKY FRASER Ltd Has $256.29 Million Stock Position in Interactive Brokers Group, Inc. $IBKR

JARISLOWSKY FRASER Ltd reduced its stake in shares of Interactive Brokers Group, Inc. (NASDAQ:IBKR) by 11.7% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 3,724,608 shares of the financial services provider’s stock after selling 492,093 shares during the quarter. Interactive Brokers Group accounts for approximately 1.4% of JARISLOWSKY FRASER Ltd’s holdings, making the stock its 25th biggest position. JARISLOWSKY FRASER Ltd’s holdings in Interactive Brokers Group were worth $256,290,000 as of its most recent SEC filing.

A number of other hedge funds have also recently bought and sold shares of the stock. ORG Partners LLC raised its position in shares of Interactive Brokers Group by 312.9% during the second quarter. ORG Partners LLC now owns 479 shares of the financial services provider’s stock valued at $27,000 after buying an additional 363 shares during the last quarter. Huntington National Bank increased its stake in Interactive Brokers Group by 51.8% during the second quarter. Huntington National Bank now owns 516 shares of the financial services provider’s stock valued at $29,000 after acquiring an additional 176 shares during the period. Contravisory Investment Management Inc. raised its holdings in Interactive Brokers Group by 300.0% in the 2nd quarter. Contravisory Investment Management Inc. now owns 564 shares of the financial services provider’s stock valued at $31,000 after acquiring an additional 423 shares in the last quarter. Private Wealth Asset Management LLC raised its holdings in Interactive Brokers Group by 300.0% in the 2nd quarter. Private Wealth Asset Management LLC now owns 580 shares of the financial services provider’s stock valued at $32,000 after acquiring an additional 435 shares in the last quarter. Finally, LFA Lugano Financial Advisors SA bought a new stake in shares of Interactive Brokers Group in the 2nd quarter worth approximately $32,000. 23.80% of the stock is owned by institutional investors.

Insider Activity at Interactive Brokers Group

In other Interactive Brokers Group news, Director Jill Bright acquired 400 shares of the business’s stock in a transaction on Thursday, October 23rd. The stock was purchased at an average price of $65.95 per share, for a total transaction of $26,380.00. Following the transaction, the director owned 10,304 shares in the company, valued at $679,548.80. This trade represents a 4.04% increase in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, Director Lawrence E. Harris sold 22,000 shares of the stock in a transaction on Thursday, October 23rd. The stock was sold at an average price of $67.63, for a total value of $1,487,860.00. Following the sale, the director owned 231,704 shares in the company, valued at $15,670,141.52. The trade was a 8.67% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 55,000 shares of company stock worth $3,767,363 over the last three months. 2.97% of the stock is owned by company insiders.

Key Headlines Impacting Interactive Brokers Group

Here are the key news stories impacting Interactive Brokers Group this week:

• Positive Sentiment: Company monthly metrics: December client assets remained large and jumped year-over-year, with ending client equity reported at $779.9 billion (up ~37% YoY). Daily Average Revenue Trades (DARTs) were 3.384 million (+4% YoY), showing continued trading activity despite a month-over-month decline. These figures support asset base growth and recurring revenue potential. Interactive Brokers Group Reports Brokerage Metrics and Other Financial Information for December 2025
• Positive Sentiment: Client performance highlight: IBKR reported that its individual and hedge fund clients, on average, outperformed the S&P 500 in 2025 — a potential marketing/retention tailwind that can help attract new accounts and increase flows. Interactive Brokers’ Individual and Hedge Fund Clients Outperformed the S&P 500 on Average in 2025
• Neutral Sentiment: Management views / market outlook: Chief strategist Steve Sosnick discussed themes and risks he’s watching for 2026 in a TV interview; useful for sentiment/context but not a direct near-term financial driver. Interactive Brokers’ Sosnick on the key developments he’s watching in 2026
• Negative Sentiment: Zacks Research trimmed multiple near-term EPS forecasts and maintains a “Hold” stance — cuts to Q4 2025, Q1 2026, Q1 2027 and FY2025/ FY2026 estimates were published. Analyst downgrades or estimate cuts can pressure sentiment and cap near-term upside despite strong asset numbers. Interactive Brokers Group, Inc. (IBKR) Sees a More Significant Dip Than Broader Market: Some Facts to Know

Analyst Upgrades and Downgrades

IBKR has been the topic of a number of research reports. Barclays restated an “overweight” rating and set a $81.00 price objective (up from $80.00) on shares of Interactive Brokers Group in a research report on Friday, December 12th. Weiss Ratings restated a “hold (c)” rating on shares of Interactive Brokers Group in a research note on Monday. BMO Capital Markets raised their price objective on shares of Interactive Brokers Group from $82.00 to $84.00 and gave the stock an “outperform” rating in a report on Friday, October 17th. Zacks Research lowered shares of Interactive Brokers Group from a “strong-buy” rating to a “hold” rating in a research report on Friday, December 26th. Finally, The Goldman Sachs Group reissued a “buy” rating and issued a $91.00 target price on shares of Interactive Brokers Group in a research note on Friday, October 17th. Eight analysts have rated the stock with a Buy rating and three have issued a Hold rating to the company’s stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $72.19.

Interactive Brokers Group Price Performance

Interactive Brokers Group stock opened at $67.23 on Friday. The firm has a market capitalization of $114.03 billion, a P/E ratio of 32.28, a P/E/G ratio of 1.82 and a beta of 1.24. The stock has a fifty day moving average price of $66.10 and a two-hundred day moving average price of $64.02. Interactive Brokers Group, Inc. has a 52-week low of $32.82 and a 52-week high of $73.35.

Interactive Brokers Group (NASDAQ:IBKR) last posted its earnings results on Thursday, October 16th. The financial services provider reported $0.57 earnings per share for the quarter, topping the consensus estimate of $0.49 by $0.08. The business had revenue of $1.61 billion for the quarter, compared to analyst estimates of $1.47 billion. Interactive Brokers Group had a net margin of 10.12% and a return on equity of 5.03%. The firm’s quarterly revenue was up 21.2% compared to the same quarter last year. During the same quarter in the prior year, the firm earned $1.61 EPS. On average, equities research analysts predict that Interactive Brokers Group, Inc. will post 7.46 EPS for the current fiscal year.

Interactive Brokers Group Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, December 12th. Stockholders of record on Monday, December 1st were paid a $0.08 dividend. The ex-dividend date was Monday, December 1st. This represents a $0.32 dividend on an annualized basis and a dividend yield of 0.5%. Interactive Brokers Group’s payout ratio is 15.38%.

Interactive Brokers Group Profile

Interactive Brokers Group, Inc (NASDAQ: IBKR) is a global electronic brokerage holding company that provides trading, clearing and custody services to retail traders, institutional investors, proprietary trading groups and financial advisors. The firm offers direct access to a wide range of asset classes, including equities, options, futures, foreign exchange, bonds and exchange-traded funds across many international markets. Interactive Brokers emphasizes electronic order execution, automated trading and low transaction costs as core differentiators for its clients.

Its product suite centers on advanced trading platforms and infrastructure.