UniSuper Management Pty Ltd lifted its position in Interactive Brokers Group, Inc. (NASDAQ:IBKR – Free Report) by 588.2% during the third quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The fund owned 52,300 shares of the financial services provider’s stock after buying an additional 44,700 shares during the period. UniSuper Management Pty Ltd’s holdings in Interactive Brokers Group were worth $3,599,000 as of its most recent SEC filing.
Several other large investors have also recently modified their holdings of the company. Sumitomo Mitsui DS Asset Management Company Ltd increased its position in shares of Interactive Brokers Group by 45.4% during the third quarter. Sumitomo Mitsui DS Asset Management Company Ltd now owns 323,662 shares of the financial services provider’s stock worth $22,271,000 after purchasing an additional 101,136 shares in the last quarter. Rakuten Investment Management Inc. acquired a new stake in shares of Interactive Brokers Group in the 3rd quarter worth $898,000. Quinn Opportunity Partners LLC grew its stake in Interactive Brokers Group by 158.0% during the 2nd quarter. Quinn Opportunity Partners LLC now owns 311,000 shares of the financial services provider’s stock worth $17,233,000 after buying an additional 190,452 shares during the last quarter. American Century Companies Inc. grew its stake in Interactive Brokers Group by 290.7% during the 2nd quarter. American Century Companies Inc. now owns 5,602,511 shares of the financial services provider’s stock worth $310,435,000 after buying an additional 4,168,530 shares during the last quarter. Finally, Mitsubishi UFJ Asset Management Co. Ltd. increased its position in Interactive Brokers Group by 335.1% during the 2nd 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 in the last quarter. Institutional investors own 23.80% 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 solid growth — IBKR reported a January quarter beat (EPS $0.65 vs. $0.50 est.) and revenue of $1.64B (up ~18.5% YoY), showing continued customer and volume growth that supports revenue momentum. MarketBeat Earnings & Profile
- Positive Sentiment: Analyst/estimate momentum — Zacks and other outlets have raised earnings estimates and added IBKR to momentum/strong-buy lists (Zacks Rank #1), signaling rising short-term analyst optimism which can support higher price targets. Zacks: Earnings Estimates Rising
- Neutral Sentiment: Dividend and valuation context — IBKR pays a small quarterly dividend (annualized ~$0.32; ~0.4% yield) and trades at a high P/E (~34). Analyst consensus is a “Moderate Buy” with a consensus target near $76, close to current levels, suggesting limited near-term upside from price-target convergence. MarketBeat: Dividend & Analyst Snapshot
- Negative Sentiment: Large insider selling — Vice Chairman Earl Nemser sold about 245,000 shares across Jan. 22–23 (~$19M at ~\$77/share), reducing his stake materially and the sales were not reported as formulaic 10b5‑1 plan transactions. Discretionary insider sales often weigh on sentiment and likely contributed to the intraday weakness. InsiderTrades: Nemser Sales
Insider Transactions at Interactive Brokers Group
Analysts Set New Price Targets
IBKR has been the subject of several recent analyst reports. 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 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. Piper Sandler set a $80.00 price target on shares of Interactive Brokers Group and gave the company an “overweight” rating in a research note on Tuesday, October 14th. The Goldman Sachs Group reiterated a “buy” rating and set a $91.00 price objective on shares of Interactive Brokers Group in a research note on Friday, October 17th. Finally, CICC Research began coverage on Interactive Brokers Group in a research report on Monday, October 27th. They issued an “outperform” rating and a $78.00 target price on the stock. Seven research analysts have rated the stock with a Buy rating and two have assigned a Hold rating to the stock. Based on data from MarketBeat, Interactive Brokers Group has an average rating of “Moderate Buy” and a consensus target price of $76.39.
Check Out Our Latest Stock Report on Interactive Brokers Group
Interactive Brokers Group Trading Down 2.9%
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 firm has a 50 day moving average of $67.17 and a two-hundred day moving average of $66.18. The firm has a market capitalization of $127.80 billion, a PE ratio of 34.02, a P/E/G ratio of 2.17 and a beta of 1.24.
Interactive Brokers Group (NASDAQ:IBKR – Get Free Report) last released its quarterly earnings data on Tuesday, January 20th. The financial services provider reported $0.65 earnings per share for the quarter, topping 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 5.12%. The firm had revenue of $1.64 billion for the quarter, compared to analyst estimates of $1.58 billion. During the same quarter in the prior year, the business earned $0.51 earnings per share. The business’s quarterly revenue was up 18.5% compared to the same quarter last year. As a group, analysts predict that Interactive Brokers Group, Inc. will post 7.46 EPS for the current fiscal year.
Interactive Brokers Group Announces Dividend
The business also recently disclosed a quarterly dividend, which will be paid on Friday, March 13th. Stockholders of record on Friday, February 27th will be issued a $0.08 dividend. This represents a $0.32 annualized dividend and a dividend yield of 0.4%. The ex-dividend date of this dividend is Friday, February 27th. Interactive Brokers Group’s payout ratio is 14.48%.
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.
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