Interactive Brokers Group, Inc. $IBKR Stock: Triasima Portfolio Management inc. Reduces Holdings

Triasima Portfolio Management inc. lessened its stake in Interactive Brokers Group, Inc. (NASDAQ:IBKR) by 15.1% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 87,214 shares of the financial services provider’s stock after selling 15,470 shares during the period. Interactive Brokers Group comprises approximately 1.0% of Triasima Portfolio Management inc.’s portfolio, making the stock its 27th largest position. Triasima Portfolio Management inc.’s holdings in Interactive Brokers Group were worth $7,450,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Reflection Asset Management purchased a new position in shares of Interactive Brokers Group during the fourth quarter worth $26,000. Tobam acquired a new stake in shares of Interactive Brokers Group in the fourth quarter valued at $30,000. SHP Wealth Management acquired a new stake in shares of Interactive Brokers Group in the fourth quarter valued at $31,000. Wealth Enhancement Trust Services Inc. raised its holdings in shares of Interactive Brokers Group by 1,217.2% in the 3rd quarter. Wealth Enhancement Trust Services Inc. now owns 382 shares of the financial services provider’s stock valued at $33,000 after buying an additional 353 shares during the period. Finally, Annis Gardner Whiting Capital Advisors LLC raised its holdings in shares of Interactive Brokers Group by 584.6% in the 1st quarter. Annis Gardner Whiting Capital Advisors LLC now owns 534 shares of the financial services provider’s stock valued at $36,000 after buying an additional 456 shares during the period. Hedge funds and other institutional investors own 23.80% of the company’s stock.

Analysts Set New Price Targets

IBKR has been the topic of several research reports. Jefferies Financial Group increased their target price on Interactive Brokers Group from $102.00 to $108.00 and gave the stock a “buy” rating in a research note on Wednesday, July 22nd. Piper Sandler set a $109.00 target price on Interactive Brokers Group and gave the company an “overweight” rating in a report on Wednesday, July 22nd. Keefe, Bruyette & Woods reaffirmed a “market perform” rating on shares of Interactive Brokers Group in a research report on Wednesday, September 2nd. Barclays reaffirmed an “overweight” rating and issued a $115.00 target price (up from $114.00) on shares of Interactive Brokers Group in a research report on Wednesday, October 7th. Finally, BMO Capital Markets cut their price target on shares of Interactive Brokers Group from $110.00 to $105.00 and set an “outperform” rating on the stock in a research note on Tuesday, October 6th. One investment analyst has rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and six have assigned a Hold rating to the stock. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average price target of $103.18.

Interactive Brokers Group News Summary

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

• Positive Sentiment: Adjusted diluted earnings per share rose to $0.67 from $0.57 a year earlier, while adjusted net revenue increased 15.6% to $1.87 billion. Adjusted EPS matched consensus and revenue modestly exceeded the $1.86 billion estimate. Interactive Brokers Group Announces 3Q2026 Results
• Positive Sentiment: Interactive Brokers declared approximately a 71% increase in its quarterly cash dividend, with the next payment scheduled for December 14, 2026. The increase signals confidence in cash generation and improves the stock’s income appeal. Interactive Brokers Raises Dividend About 71% as Third-Quarter Profit Climbs
• Positive Sentiment: Evercore ISI initiated coverage with an Outperform rating, adding a new bullish analyst view that could support investor sentiment. Evercore ISI initiates coverage
• Neutral Sentiment: Management’s earnings call is likely to remain important for investors assessing customer growth, trading activity, net interest income and product expansion, including cryptocurrency staking and AI-enabled tools. Q3 2026 Earnings Call Transcript
• Negative Sentiment: The earnings reaction was restrained because adjusted EPS only met expectations, and trading-related revenue reportedly missed estimates. Reports said the shares initially declined despite the revenue beat and dividend increase. Interactive Brokers trades lower despite Q3 results

Interactive Brokers Group Stock Up 2.2%

Shares of IBKR opened at $86.03 on Friday. Interactive Brokers Group, Inc. has a fifty-two week low of $58.95 and a fifty-two week high of $98.75. The firm’s 50 day moving average price is $90.43 and its 200 day moving average price is $87.16. The company has a market cap of $146.37 billion, a P/E ratio of 34.41, a PEG ratio of 1.49 and a beta of 1.37.

Interactive Brokers Group (NASDAQ:IBKR) last released its earnings results on Thursday, October 15th. The financial services provider reported $0.67 earnings per share (EPS) for the quarter, hitting analysts’ consensus estimates of $0.67. Interactive Brokers Group had a net margin of 9.94% and a return on equity of 5.37%. The company had revenue of $1.87 billion for the quarter, compared to analyst estimates of $1.86 billion. During the same period in the prior year, the business earned $0.57 EPS. The firm’s quarterly revenue was up 15.6% on a year-over-year basis. Research analysts forecast that Interactive Brokers Group, Inc. will post 2.69 earnings per share for the current year.

Interactive Brokers Group Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Monday, September 14th. Stockholders of record on Tuesday, September 1st were given a dividend of $0.0875 per share. The ex-dividend date of this dividend was Tuesday, September 1st. This represents a $0.35 dividend on an annualized basis and a dividend yield of 0.4%. Interactive Brokers Group’s dividend payout ratio is currently 14.00%.

Interactive Brokers Group Profile

Interactive Brokers Group, Inc is a global electronic brokerage company that provides trading, investment and custody services to individual investors, financial advisors, hedge funds, proprietary trading firms, family offices and other institutional clients. The company offers access to a broad range of markets and financial instruments, including stocks, options, futures, currencies, bonds, exchange-traded funds and mutual funds.

Interactive Brokers provides its services through digital platforms such as Trader Workstation, IBKR Mobile and Client Portal, along with application programming interfaces for clients seeking automated or integrated trading capabilities.