Vest Financial LLC Has $6.86 Million Position in Interactive Brokers Group, Inc. $IBKR

Vest Financial LLC raised its position in Interactive Brokers Group, Inc. (NASDAQ:IBKR) by 53.8% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 99,729 shares of the financial services provider’s stock after purchasing an additional 34,867 shares during the period. Vest Financial LLC’s holdings in Interactive Brokers Group were worth $6,862,000 as of its most recent filing with the SEC.

A number of other hedge funds and other institutional investors also recently made changes to their positions in the company. AQR Capital Management LLC increased its position in shares of Interactive Brokers Group by 24.7% in the 1st quarter. AQR Capital Management LLC now owns 13,704 shares of the financial services provider’s stock valued at $2,269,000 after buying an additional 2,713 shares in the last quarter. Parallel Advisors LLC grew its stake in Interactive Brokers Group by 285.0% in the second quarter. Parallel Advisors LLC now owns 1,332 shares of the financial services provider’s stock valued at $74,000 after acquiring an additional 986 shares during the period. Farther Finance Advisors LLC grew its stake in Interactive Brokers Group by 1,093.9% in the second quarter. Farther Finance Advisors LLC now owns 7,378 shares of the financial services provider’s stock valued at $409,000 after acquiring an additional 6,760 shares during the period. Park Avenue Securities LLC bought a new stake in shares of Interactive Brokers Group in the second quarter worth about $416,000. Finally, GAMMA Investing LLC raised its position in shares of Interactive Brokers Group by 297.8% during the second quarter. GAMMA Investing LLC now owns 10,183 shares of the financial services provider’s stock worth $564,000 after purchasing an additional 7,623 shares during the period. 23.80% of the stock is owned by institutional investors.

Insider Transactions at Interactive Brokers Group

In related news, Director Lawrence E. Harris sold 10,645 shares of the stock in a transaction that occurred on Wednesday, October 29th. The stock was sold at an average price of $69.00, for a total transaction of $734,505.00. Following the completion of the transaction, the director directly owned 198,704 shares of the company’s stock, valued at approximately $13,710,576. This represents a 5.08% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Insiders sold a total of 33,000 shares of company stock worth $2,279,503 in the last 90 days. Corporate insiders own 2.97% of the company’s stock.

Wall Street Analysts Forecast Growth

Several equities analysts recently issued reports on IBKR shares. The Goldman Sachs Group reiterated a “buy” rating and issued a $91.00 price objective on shares of Interactive Brokers Group in a research report on Friday, October 17th. Barclays set a $83.00 price target on shares of Interactive Brokers Group and gave the company an “overweight” rating in a report on Wednesday. BMO Capital Markets raised their price objective on shares of Interactive Brokers Group from $80.00 to $82.00 and gave the stock an “outperform” rating in a report on Wednesday. CICC Research initiated coverage on shares of Interactive Brokers Group in a research note on Monday, October 27th. They issued an “outperform” rating and a $78.00 target price for the company. Finally, Weiss Ratings reiterated a “hold (c)” rating on shares of Interactive Brokers Group in a report on Monday, December 29th. Eight investment analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average target price of $75.13.

Interactive Brokers Group Stock Up 6.0%

Shares of IBKR stock opened at $75.80 on Thursday. Interactive Brokers Group, Inc. has a 12 month low of $32.82 and a 12 month high of $76.97. The company’s fifty day simple moving average is $66.50 and its 200-day simple moving average is $65.73. The firm has a market cap of $128.57 billion, a PE ratio of 34.22, a P/E/G ratio of 2.00 and a beta of 1.24.

Interactive Brokers Group (NASDAQ:IBKR) last released its earnings results on Tuesday, January 20th. The financial services provider reported $0.65 earnings per share for the quarter, beating analysts’ consensus estimates of $0.50 by $0.15. Interactive Brokers Group had a net margin of 9.44% and a return on equity of 5.26%. The business had revenue of $1.67 billion during the quarter, compared to the consensus estimate of $1.58 billion. During the same quarter last year, the firm earned $0.51 earnings per share. The firm’s revenue for the quarter was up 18.5% compared to the same quarter last year. On average, equities analysts predict that Interactive Brokers Group, Inc. will post 7.46 earnings per share for the current fiscal year.

Interactive Brokers Group Dividend Announcement

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 given a $0.08 dividend. The ex-dividend date of this dividend is Friday, February 27th. This represents a $0.32 dividend on an annualized basis and a dividend yield of 0.4%. Interactive Brokers Group’s payout ratio is currently 15.38%.

Interactive Brokers Group News Roundup

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

• Positive Sentiment: Q4 results beat expectations — adjusted EPS ~$0.65 vs. street ~0.50 and net/adjusted revenue roughly $1.67B, with revenue up ~18.5% year-over-year and rising trading activity. Management highlighted record customer growth and higher daily average revenue trades, which supports forward earnings leverage. Business Wire: 4Q2025 Results Zacks: Q4 Earnings Beat
• Positive Sentiment: Customer growth acceleration — the company added ~1 million new accounts, underscoring distribution and long‑term recurring revenue potential as new clients scale trading and margin activity. Blockonomi: 1 Million New Accounts
• Positive Sentiment: Analyst upgrades and higher price targets — several brokers raised forecasts after the print (BMO bumped its PT to $82 with an outperform). Upgrades/raises increase buy‑side conviction and can drive short‑term flows. Benzinga: Analysts Boost Forecasts The Fly: BMO Raises PT
• Neutral Sentiment: Quarterly dividend announced ($0.08 per share; ex-dividend Feb 27) — a modest yield that signals capital return but is unlikely to be a major driver. Business Wire: Dividend Notice
• Negative Sentiment: Mixed near-term reception and macro headwinds — some outlets reported an initial post‑earnings slip in extended trading and broader “risk‑off” market moves pressured financial names; that can cap upside despite the beat. Investing.com: Shares Edge Lower After Beat Zacks: Market Risk‑Off

About Interactive Brokers Group

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.