Mitsubishi UFJ Trust & Banking Corp cut its holdings in Interactive Brokers Group, Inc. (NASDAQ:IBKR – Free Report) by 5.3% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 183,577 shares of the financial services provider’s stock after selling 10,264 shares during the quarter. Mitsubishi UFJ Trust & Banking Corp’s holdings in Interactive Brokers Group were worth $12,632,000 at the end of the most recent quarter.
A number of other hedge funds also recently bought and sold shares of the business. ORG Partners LLC grew its stake in shares of Interactive Brokers Group by 312.9% in the 2nd quarter. ORG Partners LLC now owns 479 shares of the financial services provider’s stock worth $27,000 after buying an additional 363 shares in the last quarter. Huntington National Bank lifted its holdings in shares of Interactive Brokers Group by 51.8% in the 2nd 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 last quarter. Private Wealth Asset Management LLC grew its position in Interactive Brokers Group by 300.0% in the second quarter. Private Wealth Asset Management LLC now owns 580 shares of the financial services provider’s stock worth $32,000 after acquiring an additional 435 shares in the last quarter. LFA Lugano Financial Advisors SA purchased a new position in Interactive Brokers Group in the second quarter worth about $32,000. Finally, N.E.W. Advisory Services LLC increased its stake in Interactive Brokers Group by 300.0% during the second quarter. N.E.W. Advisory Services LLC now owns 632 shares of the financial services provider’s stock worth $35,000 after acquiring an additional 474 shares during the last quarter. Hedge funds and other institutional investors own 23.80% of the company’s stock.
Analysts Set New Price Targets
Several research firms have recently issued reports on IBKR. Piper Sandler set a $80.00 price objective on Interactive Brokers Group and gave the company an “overweight” rating in a research note on Tuesday, October 14th. BMO Capital Markets raised their price target on Interactive Brokers Group from $80.00 to $82.00 and gave the stock an “outperform” rating in a research report on Wednesday, January 21st. Barclays set a $83.00 price objective on shares of Interactive Brokers Group and gave the company an “overweight” rating in a research report on Wednesday, January 21st. Weiss Ratings restated a “hold (c)” rating on shares of Interactive Brokers Group in a report on Monday, December 29th. Finally, Zacks Research downgraded shares of Interactive Brokers Group from a “strong-buy” rating to a “hold” rating in a report on Friday, December 26th. Seven equities research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company. According to data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and a consensus price target of $76.39.
Interactive Brokers Group Trading Up 0.2%
Shares of Interactive Brokers Group stock opened at $75.48 on Wednesday. The stock’s fifty day moving average price is $67.41 and its 200-day moving average price is $66.30. The firm has a market cap of $128.02 billion, a P/E ratio of 34.08, a P/E/G ratio of 2.11 and a beta of 1.24. Interactive Brokers Group, Inc. has a 12 month low of $32.82 and a 12 month high of $78.80.
Interactive Brokers Group (NASDAQ:IBKR – Get Free Report) last issued its earnings results on Tuesday, January 20th. The financial services provider reported $0.65 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.50 by $0.15. The company had revenue of $1.64 billion for the quarter, compared to analysts’ expectations of $1.58 billion. Interactive Brokers Group had a net margin of 9.44% and a return on equity of 5.12%. The firm’s quarterly revenue was up 18.5% on a year-over-year basis. During the same period in the prior year, the business earned $0.51 EPS. Analysts forecast that Interactive Brokers Group, Inc. will post 7.46 earnings per share for the current year.
Interactive Brokers Group Announces Dividend
The firm also recently disclosed a quarterly dividend, which will be paid on Friday, March 13th. Investors of record on Friday, February 27th will be issued a dividend of $0.08 per share. This represents a $0.32 annualized dividend and a yield of 0.4%. The ex-dividend date of this dividend is Friday, February 27th. Interactive Brokers Group’s dividend payout ratio (DPR) is presently 14.48%.
Insider Transactions at Interactive Brokers Group
In related news, Vice Chairman Earl H. Nemser sold 145,000 shares of the business’s stock in a transaction that occurred on Friday, January 23rd. The shares were sold at an average price of $77.85, for a total value of $11,288,250.00. Following the completion of the transaction, the insider owned 155,000 shares of the company’s stock, valued at $12,066,750. The trade was a 48.33% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at the SEC website. 2.97% of the stock is currently owned by insiders.
More Interactive Brokers Group News
Here are the key news stories impacting Interactive Brokers Group this week:
- Positive Sentiment: Earnings beat and rising estimates — IBKR reported an EPS and revenue beat for the latest quarter with revenue up ~18.5% year‑over‑year; analysts have raised near‑term earnings estimates, supporting upside momentum. Read More.
- Positive Sentiment: Momentum & buy‑side attention — Zacks added IBKR to its Rank #1 (Strong Buy) momentum list and to new Strong Buy lists, signaling bullish momentum from quant/analyst screens. Upgrades and higher targets from brokers have reinforced demand. Read More.
- Positive Sentiment: Fundamentals: customer growth and engagement — Coverage from The Motley Fool highlights IBKR’s ongoing account additions and higher client engagement, a bullish signal for recurring revenue and trading volumes. Read More.
- Neutral Sentiment: Earnings call transcript posted — the Q4 / FY2026 call transcript is available for investors who want management commentary, guidance and detail on margin and client metrics. Read the full transcript for nuance on outlook and capital deployment. Read More.
- Neutral Sentiment: Dividend & yield context — IBKR declared a quarterly dividend (small yield ~0.4%); while not a major driver, it supports shareholder returns and can be a modest positive for income investors. Read More.
- Negative Sentiment: Large insider sales by Vice Chairman Earl Nemser — Nemser sold large blocks on Jan. 22–23 (reported sales of 100,000 and 145,000 shares at ~$76–$78, totaling roughly $19M). Market commentary notes these were not under a 10b5‑1 plan, which can be interpreted as a discretionary (bearish) signal, though motives can vary. Read More.
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.
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