Interactive Brokers Group (NASDAQ:IBKR) Reaches New 12-Month High Following Analyst Upgrade

Shares of Interactive Brokers Group, Inc. (NASDAQ:IBKR) reached a new 52-week high during mid-day trading on Tuesday after Zacks Research upgraded the stock from a hold rating to a strong-buy rating. The stock traded as high as $78.80 and last traded at $75.35, with a volume of 6288202 shares trading hands. The stock had previously closed at $77.58.

Other research analysts also recently issued reports about the stock. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Interactive Brokers Group in a research report on Monday, December 29th. The Goldman Sachs Group restated a “buy” rating and issued a $91.00 price objective on shares of Interactive Brokers Group in a research note on Friday, October 17th. Barclays set a $83.00 price objective on Interactive Brokers Group and gave the stock an “overweight” rating in a report on Wednesday, January 21st. BMO Capital Markets boosted their target price on Interactive Brokers Group from $80.00 to $82.00 and gave the company an “outperform” rating in a report on Wednesday, January 21st. Finally, CICC Research initiated coverage on Interactive Brokers Group in a research report on Monday, October 27th. They issued an “outperform” rating and a $78.00 target price for the company. One equities research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and one has given a Hold rating to the company’s stock. According to data from MarketBeat, Interactive Brokers Group presently has an average rating of “Buy” and a consensus price target of $76.39.

Insider Buying and Selling

In other Interactive Brokers Group news, Vice Chairman Earl H. Nemser sold 145,000 shares of Interactive Brokers Group stock in a transaction on Friday, January 23rd. The shares were sold at an average price of $77.85, for a total value of $11,288,250.00. Following the transaction, the insider directly owned 155,000 shares in the company, valued at approximately $12,066,750. The trade was a 48.33% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Insiders have sold 400,000 shares of company stock valued at $30,725,122 in the last quarter. Insiders own 2.97% of the company’s stock.

Key Headlines Impacting Interactive Brokers Group

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

• Positive Sentiment: Q1 / recent quarter beat — Interactive Brokers reported stronger-than-expected results (EPS and revenue growth, continued account and volume strength), reinforcing the company’s growth story and supporting valuation. Earnings Call Transcript
• Positive Sentiment: Analyst upgrades and bullish coverage — Zacks recently upgraded IBKR to a stronger rating and multiple firms (BMO, Barclays, Piper Sandler cited in coverage) have raised targets or maintained Overweight/Outperform views, which can attract buying interest. Zacks Coverage
• Neutral Sentiment: Market attention / momentum screens — Several Zacks pieces flag IBKR as “on the move” and attracting investor attention, which can sustain flows but is not a fundamental catalyst by itself. Momentum Article
• Neutral Sentiment: Earnings call transcript available — The call transcript provides detail on guidance, client flows and margins; useful for active investors digging into drivers but not an immediate price mover by itself. Earnings Call Transcript
• Negative Sentiment: Large insider sales by Vice Chairman Earl Nemser — Nemser sold multiple blocks (about 100,000 shares on Jan. 22; 94,800 on Jan. 26 at ~$76.19; and 60,200 on Jan. 27 at ~$75.30), totaling roughly ~255,000 shares (~$19M+). Several reports note these sales were discretionary (not clearly under a 10b5‑1 plan), and his ownership fell materially, which markets often view as a bearish signal. SEC Filing MarketBeat Insider Coverage
• Negative Sentiment: Insider headlines amplify short‑term volatility — Multiple media pieces (InsiderTrades, AmericanBankingNews, MarketBeat) are highlighting the sales; that publicity can pressure shares in the near term even if fundamentals remain intact. InsiderTrades Alert

Institutional Trading of Interactive Brokers Group

Hedge funds have recently added to or reduced their stakes in the stock. AQR Capital Management LLC increased its holdings in shares of Interactive Brokers Group by 24.7% in the first quarter. AQR Capital Management LLC now owns 13,704 shares of the financial services provider’s stock valued at $2,269,000 after purchasing an additional 2,713 shares during the period. State of Alaska Department of Revenue grew its position in Interactive Brokers Group by 284.3% in the 2nd quarter. State of Alaska Department of Revenue now owns 49,024 shares of the financial services provider’s stock valued at $2,716,000 after buying an additional 36,268 shares during the last quarter. ORG Partners LLC increased its stake in Interactive Brokers Group by 312.9% in the 2nd quarter. ORG Partners LLC now owns 479 shares of the financial services provider’s stock valued at $27,000 after buying an additional 363 shares during the period. Signaturefd LLC increased its stake in Interactive Brokers Group by 300.0% in the 2nd quarter. Signaturefd LLC now owns 3,416 shares of the financial services provider’s stock valued at $189,000 after buying an additional 2,562 shares during the period. Finally, V Square Quantitative Management LLC purchased a new position in Interactive Brokers Group during the 2nd quarter worth $127,000. 23.80% of the stock is owned by institutional investors and hedge funds.

Interactive Brokers Group Stock Performance

The company has a market cap of $127.97 billion, a PE ratio of 34.06, a P/E/G ratio of 2.11 and a beta of 1.24. The stock’s 50-day simple moving average is $67.63 and its 200 day simple moving average is $66.36.

Interactive Brokers Group (NASDAQ:IBKR) last issued its quarterly earnings results 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 business had revenue of $1.64 billion for the quarter, compared to analyst estimates of $1.58 billion. Interactive Brokers Group had a net margin of 9.44% and a return on equity of 5.12%. The business’s revenue was up 18.5% compared to the same quarter last year. During the same period in the previous year, the business posted $0.51 earnings per share. On average, sell-side analysts predict that Interactive Brokers Group, Inc. will post 7.46 EPS for the current fiscal year.

Interactive Brokers Group Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Friday, March 13th. Stockholders of record on Friday, February 27th will be paid a dividend of $0.08 per share. This represents a $0.32 dividend on an annualized basis and a dividend yield of 0.4%. The ex-dividend date of this dividend is Friday, February 27th. Interactive Brokers Group’s dividend 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.