Phoenix Financial Ltd. Purchases 26,417 Shares of Interactive Brokers Group, Inc. $IBKR

Phoenix Financial Ltd. lifted its holdings in Interactive Brokers Group, Inc. (NASDAQ:IBKR) by 119.6% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 48,497 shares of the financial services provider’s stock after buying an additional 26,417 shares during the quarter. Phoenix Financial Ltd.’s holdings in Interactive Brokers Group were worth $3,337,000 as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of IBKR. Huntington National Bank grew its holdings in Interactive Brokers Group by 51.8% in the second quarter. Huntington National Bank now owns 516 shares of the financial services provider’s stock worth $29,000 after purchasing an additional 176 shares during the period. Pullen Investment Management LLC increased its position in Interactive Brokers Group by 1.0% during the 3rd quarter. Pullen Investment Management LLC now owns 19,748 shares of the financial services provider’s stock valued at $1,359,000 after buying an additional 200 shares in the last quarter. World Investment Advisors increased its position in Interactive Brokers Group by 3.0% during the 3rd quarter. World Investment Advisors now owns 6,852 shares of the financial services provider’s stock valued at $471,000 after buying an additional 202 shares in the last quarter. PUREfi Wealth LLC raised its stake in Interactive Brokers Group by 4.7% during the third quarter. PUREfi Wealth LLC now owns 4,554 shares of the financial services provider’s stock valued at $313,000 after buying an additional 206 shares during the last quarter. Finally, CWM LLC boosted its holdings in Interactive Brokers Group by 5.3% in the third quarter. CWM LLC now owns 4,567 shares of the financial services provider’s stock worth $314,000 after acquiring an additional 229 shares in the last quarter. 23.80% of the stock is owned by hedge funds and other institutional investors.

Interactive Brokers Group Trading Up 0.2%

Shares of IBKR stock opened at $75.48 on Wednesday. Interactive Brokers Group, Inc. has a 12-month low of $32.82 and a 12-month high of $78.80. The stock has a market capitalization 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. The firm’s 50 day moving average is $67.41 and its 200 day moving average is $66.30.

Interactive Brokers Group (NASDAQ:IBKR) last issued its quarterly earnings data on Tuesday, January 20th. The financial services provider reported $0.65 earnings per share for the quarter, topping the consensus estimate of $0.50 by $0.15. The firm 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 business’s quarterly revenue was up 18.5% on a year-over-year basis. During the same quarter in the prior year, the business earned $0.51 EPS. As a group, equities analysts predict that Interactive Brokers Group, Inc. will post 7.46 earnings per share for the current year.

Interactive Brokers Group Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, March 13th. Investors of record on Friday, February 27th will be issued a $0.08 dividend. This represents a $0.32 dividend on an annualized basis 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 currently 14.48%.

Insider Transactions at Interactive Brokers Group

In other news, Vice Chairman Earl H. Nemser sold 145,000 shares of Interactive Brokers Group stock in a transaction dated Friday, January 23rd. The stock was sold at an average price of $77.85, for a total transaction of $11,288,250.00. Following the transaction, the insider directly owned 155,000 shares of the company’s stock, valued at $12,066,750. The trade was a 48.33% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Corporate insiders own 2.97% of the company’s stock.

Interactive Brokers Group News Summary

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.

Analyst Ratings Changes

Several equities analysts have recently weighed in on the company. Barclays set a $83.00 price target on Interactive Brokers Group and gave the company an “overweight” rating in a report on Wednesday, January 21st. The Goldman Sachs Group restated a “buy” rating and set a $91.00 price objective on shares of Interactive Brokers Group in a research note on Friday, October 17th. Piper Sandler set a $80.00 target price on shares of Interactive Brokers Group and gave the stock an “overweight” rating in a report on Tuesday, October 14th. Zacks Research upgraded shares of Interactive Brokers Group from a “hold” rating to a “strong-buy” rating in a report on Monday. Finally, CICC Research assumed coverage on shares of Interactive Brokers Group in a report on Monday, October 27th. They issued an “outperform” rating and a $78.00 price objective for the company. One analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and one has issued a Hold rating to the company’s stock. According to MarketBeat.com, the stock currently has a consensus rating of “Buy” and an average target price of $76.39.

Interactive Brokers Group Company 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.