Universal Beteiligungs und Servicegesellschaft mbH grew its holdings in Interactive Brokers Group, Inc. (NASDAQ:IBKR – Free Report) by 21.3% during the third quarter, HoldingsChannel.com reports. The firm owned 347,622 shares of the financial services provider’s stock after acquiring an additional 61,152 shares during the quarter. Universal Beteiligungs und Servicegesellschaft mbH’s holdings in Interactive Brokers Group were worth $23,920,000 at the end of the most recent quarter.
A number of other large investors have also recently made changes to their positions in IBKR. Sumitomo Mitsui DS Asset Management Company Ltd grew its stake in Interactive Brokers Group by 45.4% in 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. Quinn Opportunity Partners LLC grew its position in shares of 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 in the last quarter. American Century Companies Inc. grew its position in shares of 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 in the last quarter. Mitsubishi UFJ Asset Management Co. Ltd. increased its stake 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 period. Finally, TD Asset Management Inc raised its holdings in shares of Interactive Brokers Group by 312.8% in the second quarter. TD Asset Management Inc now owns 104,644 shares of the financial services provider’s stock valued at $5,798,000 after acquiring an additional 79,294 shares in the last quarter. 23.80% of the stock is owned by hedge funds and other institutional investors.
Analysts Set New Price Targets
Several research analysts have issued reports on the stock. 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. BMO Capital Markets increased their price objective on shares of Interactive Brokers Group from $80.00 to $82.00 and gave the company an “outperform” rating in a research note on Wednesday. Zacks Research downgraded shares of Interactive Brokers Group from a “strong-buy” rating to a “hold” rating in a research note on Friday, December 26th. Weiss Ratings restated a “hold (c)” rating on shares of Interactive Brokers Group in a report on Monday, December 29th. Finally, CICC Research initiated coverage on Interactive Brokers Group in a report on Monday, October 27th. They issued an “outperform” rating and a $78.00 price target on the stock. Eight research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. According to MarketBeat, Interactive Brokers Group presently has a consensus rating of “Moderate Buy” and an average price target of $75.13.
Interactive Brokers Group Stock Up 1.6%
NASDAQ IBKR opened at $77.02 on Friday. Interactive Brokers Group, Inc. has a 52 week low of $32.82 and a 52 week high of $77.77. The company has a 50 day moving average price of $66.70 and a 200 day moving average price of $65.81. The firm has a market cap of $130.64 billion, a PE ratio of 34.77, a price-to-earnings-growth ratio of 2.06 and a beta of 1.24.
Interactive Brokers Group (NASDAQ:IBKR – Get Free Report) last announced its earnings results on Tuesday, January 20th. The financial services provider reported $0.65 earnings per share for the quarter, beating the consensus estimate of $0.50 by $0.15. The company had revenue of $1.67 billion during the quarter, compared to the consensus estimate of $1.58 billion. Interactive Brokers Group had a net margin of 9.44% and a return on equity of 5.12%. Interactive Brokers Group’s revenue was up 18.5% compared to the same quarter last year. During the same period last year, the firm earned $0.51 earnings per share. On average, equities research analysts anticipate 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 announced a quarterly dividend, which will be paid on Friday, March 13th. Investors of record on Friday, February 27th will be paid a dividend of $0.08 per share. 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 payout ratio is 15.38%.
Key Stories Impacting Interactive Brokers Group
Here are the key news stories impacting Interactive Brokers Group this week:
- Positive Sentiment: Q4 earnings described as a “blowout” and an upgrade to the stock’s price target helped push shares toward record levels. Interactive Brokers soars to all-time high
- Positive Sentiment: Report notes roughly 1 million new accounts and sharply higher client activity, supporting revenue growth and DA/DRT metrics that drive recurring fees and commissions. 1M new accounts pour in
- Positive Sentiment: Company beat Q4 EPS and revenue expectations, with year-over-year revenue growth and expense declines boosting profitability and daily average revenue trades. Zacks: Q4 earnings beat
- Positive Sentiment: Several sell-side analysts raised forecasts and price targets after the quarter, citing stronger-than-expected results and account growth. Analysts boost forecasts
- Positive Sentiment: BMO Capital Markets moved its price target higher and kept an outperform rating, adding institutional momentum to the bullish story. BMO raises PT
- Positive Sentiment: Management commentary from the earnings call reinforced strength in client flows, revenue drivers, and cost control — supporting forward expectations. Earnings call transcript
- Neutral Sentiment: The company declared a small quarterly dividend (0.08 per share; ~0.4% yield), a modest shareholder-friendly move but not material to total return.
- Neutral Sentiment: Coverage pieces note Wall Street optimism and a “moderate buy” consensus; these help sentiment but are incremental versus the earnings print. Wall Street bulls: should you buy?
- Negative Sentiment: Some market coverage noted investors “shrugged off” the beat in certain sessions, and there was intraday selling pressure at points despite the strong fundamentals. Markets shrug off quarterly beat
- Neutral Sentiment: Media summaries and highlights from Yahoo/Seeking Alpha amplify the results and call out “record growth” metrics, reinforcing the same signals to investors. Earnings highlights
Insider Transactions at Interactive Brokers Group
In related news, Director Lawrence E. Harris sold 10,645 shares of the company’s stock in a transaction dated Wednesday, October 29th. The stock was sold at an average price of $69.00, for a total transaction of $734,505.00. Following the transaction, the director directly owned 198,704 shares of the company’s stock, valued at $13,710,576. This represents a 5.08% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at this link. Over the last quarter, insiders sold 25,000 shares of company stock worth $1,731,503. Corporate insiders own 2.97% of the company’s stock.
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.
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