Pilgrim Partners Asia Pte Ltd Buys Shares of 140,400 Interactive Brokers Group, Inc. $IBKR

Pilgrim Partners Asia Pte Ltd purchased a new position in Interactive Brokers Group, Inc. (NASDAQ:IBKR) during the third quarter, according to its most recent Form 13F filing with the SEC. The fund purchased 140,400 shares of the financial services provider’s stock, valued at approximately $9,661,000. Interactive Brokers Group makes up about 4.3% of Pilgrim Partners Asia Pte Ltd’s investment portfolio, making the stock its 6th biggest holding.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Sumitomo Mitsui DS Asset Management Company Ltd lifted its position in Interactive Brokers Group by 45.4% in the 3rd quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 323,662 shares of the financial services provider’s stock valued at $22,271,000 after acquiring an additional 101,136 shares in the last quarter. Rakuten Investment Management Inc. bought a new stake in shares of Interactive Brokers Group in the 3rd quarter worth $898,000. Quinn Opportunity Partners LLC raised its stake in shares of Interactive Brokers Group by 158.0% in the second quarter. Quinn Opportunity Partners LLC now owns 311,000 shares of the financial services provider’s stock worth $17,233,000 after purchasing an additional 190,452 shares during the last quarter. American Century Companies Inc. lifted its holdings in shares of Interactive Brokers Group by 290.7% during the second quarter. American Century Companies Inc. now owns 5,602,511 shares of the financial services provider’s stock valued at $310,435,000 after purchasing an additional 4,168,530 shares in the last quarter. Finally, Mitsubishi UFJ Asset Management Co. Ltd. boosted its position in shares of Interactive Brokers Group by 335.1% during the second quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 374,008 shares of the financial services provider’s stock valued at $20,724,000 after buying an additional 288,055 shares during the last quarter. Institutional investors own 23.80% of the company’s stock.

Insider Buying and Selling

In other news, Director Lawrence E. Harris sold 10,645 shares of Interactive Brokers Group stock in a transaction that occurred on Wednesday, October 29th. The shares were sold at an average price of $69.00, for a total transaction of $734,505.00. Following the sale, the director owned 198,704 shares in the company, valued at $13,710,576. This trade represents a 5.08% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, Vice Chairman Earl H. Nemser sold 145,000 shares of the business’s stock in a transaction on 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 completion of the transaction, the insider directly owned 155,000 shares in the company, valued at $12,066,750. This trade represents a 48.33% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 255,645 shares of company stock valued at $19,703,755. Insiders own 2.97% of the company’s stock.

Interactive Brokers Group Trading Down 2.9%

Shares of NASDAQ:IBKR opened at $75.35 on Tuesday. Interactive Brokers Group, Inc. has a 12-month low of $32.82 and a 12-month high of $78.80. The company has a market cap of $127.80 billion, a PE ratio of 34.02, a price-to-earnings-growth ratio of 2.17 and a beta of 1.24. The stock has a 50 day moving average of $67.17 and a 200 day moving average of $66.18.

Interactive Brokers Group (NASDAQ:IBKR) last announced its quarterly earnings data on Tuesday, January 20th. The financial services provider reported $0.65 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.50 by $0.15. The firm had revenue of $1.64 billion during 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 company’s revenue for the quarter was up 18.5% compared to the same quarter last year. During the same period in the prior year, the company posted $0.51 earnings per share. Equities research analysts predict that Interactive Brokers Group, Inc. will post 7.46 earnings per share for the current fiscal year.

Interactive Brokers Group Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, March 13th. Shareholders of record on Friday, February 27th will be paid a $0.08 dividend. This represents a $0.32 annualized dividend and a yield of 0.4%. The ex-dividend date is Friday, February 27th. Interactive Brokers Group’s dividend payout ratio is presently 14.48%.

Key Stories Impacting Interactive Brokers Group

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

• Positive Sentiment: Analysts are revising estimates higher and highlighting momentum for IBKR, supporting upside potential from earnings-beat momentum. Read More.
• Positive Sentiment: IBKR was added to Zacks’ Rank #1 (Strong Buy) momentum lists, a short-term bullish signal that can attract momentum flows. Read More.
• Positive Sentiment: Positive press highlights IBKR’s customer growth and engagement, reinforcing the company narrative of durable revenue and account additions. Read More.
• Neutral Sentiment: Recent analyst notes show generally constructive price targets (consensus ~$76.39) and several Overweight/Outperform views, but ratings are mixed enough to be a moderating factor. Read More.
• Positive Sentiment: Company fundamentals remain solid: last quarter’s EPS beat, double‑digit revenue growth and a small dividend were reiterated — supports medium-term bull case. Read More.
• Negative Sentiment: Vice Chairman Earl Nemser sold large stakes (~245k shares across Jan. 22–23, ≈$19M), with at least some sales made outside 10b5-1 plans; discretionary insider selling is a near-term bearish signal that likely pressured the stock. Read More.
• Negative Sentiment: Market summaries flagged the insider disposals as discretionary (not necessarily related to company fundamentals), increasing uncertainty around near-term sentiment. Read More.

Analyst Upgrades and Downgrades

Several equities research analysts recently commented on IBKR shares. Weiss Ratings reiterated a “hold (c)” rating on shares of Interactive Brokers Group in a report on Monday, December 29th. CICC Research assumed coverage on shares of Interactive Brokers Group in a research note on Monday, October 27th. They issued an “outperform” rating and a $78.00 price target for the company. Zacks Research cut shares of Interactive Brokers Group from a “strong-buy” rating to a “hold” rating in a report on Friday, December 26th. Barclays set a $83.00 target price on shares of Interactive Brokers Group and gave the company an “overweight” rating in a research note on Wednesday, January 21st. Finally, Piper Sandler set a $80.00 price target on Interactive Brokers Group and gave the stock an “overweight” rating in a research note on Tuesday, October 14th. Seven research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus 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.