CWA Asset Management Group LLC Has $8.97 Million Holdings in Interactive Brokers Group, Inc. $IBKR

CWA Asset Management Group LLC boosted its holdings in shares of Interactive Brokers Group, Inc. (NASDAQ:IBKR) by 41.5% during the 3rd quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 130,292 shares of the financial services provider’s stock after buying an additional 38,181 shares during the quarter. CWA Asset Management Group LLC’s holdings in Interactive Brokers Group were worth $8,965,000 at the end of the most recent quarter.

Several other large investors also recently made changes to their positions in IBKR. Advisors Asset Management Inc. raised its stake in shares of Interactive Brokers Group by 13.0% in the 1st quarter. Advisors Asset Management Inc. now owns 5,281 shares of the financial services provider’s stock valued at $874,000 after acquiring an additional 608 shares in the last quarter. AQR Capital Management LLC grew its holdings in Interactive Brokers Group by 24.7% during 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 last quarter. Nissay Asset Management Corp Japan ADV bought a new position in shares of Interactive Brokers Group in the first quarter valued at approximately $2,162,000. Scientech Research LLC raised its position in shares of Interactive Brokers Group by 26.1% in the first quarter. Scientech Research LLC now owns 12,399 shares of the financial services provider’s stock valued at $2,053,000 after purchasing an additional 2,564 shares during the period. Finally, UniSuper Management Pty Ltd acquired a new stake in shares of Interactive Brokers Group in the first quarter worth $364,000. Institutional investors own 23.80% of the company’s stock.

Insider Buying and Selling at Interactive Brokers Group

In other Interactive Brokers Group news, Director Jill Bright acquired 400 shares of the company’s stock in a transaction dated Thursday, October 23rd. The stock was bought at an average price of $65.95 per share, for a total transaction of $26,380.00. Following the purchase, the director owned 10,304 shares in the company, valued at $679,548.80. This represents a 4.04% increase in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, Director Lawrence E. Harris sold 10,645 shares of the firm’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. The trade was a 5.08% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders sold a total of 55,000 shares of company stock worth $3,767,363 in the last three months. Insiders own 2.97% of the company’s stock.

Interactive Brokers Group Stock Up 4.5%

IBKR stock opened at $67.23 on Monday. Interactive Brokers Group, Inc. has a twelve month low of $32.82 and a twelve month high of $73.35. The company has a market cap of $114.03 billion, a PE ratio of 32.28, a price-to-earnings-growth ratio of 1.90 and a beta of 1.24. The business’s 50-day simple moving average is $66.10 and its 200 day simple moving average is $64.18.

Interactive Brokers Group (NASDAQ:IBKR) last posted its quarterly earnings results on Thursday, October 16th. The financial services provider reported $0.57 EPS for the quarter, beating the consensus estimate of $0.49 by $0.08. Interactive Brokers Group had a return on equity of 5.03% and a net margin of 10.12%.The firm had revenue of $1.61 billion during the quarter, compared to analysts’ expectations of $1.47 billion. During the same quarter in the prior year, the firm posted $1.61 EPS. The company’s revenue for the quarter was up 21.2% on a year-over-year basis. On average, equities research analysts anticipate that Interactive Brokers Group, Inc. will post 7.46 EPS for the current year.

Interactive Brokers Group Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Friday, December 12th. Investors of record on Monday, December 1st were given a $0.08 dividend. This represents a $0.32 annualized dividend and a yield of 0.5%. The ex-dividend date of this dividend was Monday, December 1st. Interactive Brokers Group’s dividend payout ratio (DPR) is 15.38%.

Interactive Brokers Group News Summary

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

• Positive Sentiment: Company monthly metrics: December client assets remained large and jumped year-over-year, with ending client equity reported at $779.9 billion (up ~37% YoY). Daily Average Revenue Trades (DARTs) were 3.384 million (+4% YoY), showing continued trading activity despite a month-over-month decline. These figures support asset base growth and recurring revenue potential. Interactive Brokers Group Reports Brokerage Metrics and Other Financial Information for December 2025
• Positive Sentiment: Client performance highlight: IBKR reported that its individual and hedge fund clients, on average, outperformed the S&P 500 in 2025 — a potential marketing/retention tailwind that can help attract new accounts and increase flows. Interactive Brokers’ Individual and Hedge Fund Clients Outperformed the S&P 500 on Average in 2025
• Neutral Sentiment: Management views / market outlook: Chief strategist Steve Sosnick discussed themes and risks he’s watching for 2026 in a TV interview; useful for sentiment/context but not a direct near-term financial driver. Interactive Brokers’ Sosnick on the key developments he’s watching in 2026
• Negative Sentiment: Zacks Research trimmed multiple near-term EPS forecasts and maintains a “Hold” stance — cuts to Q4 2025, Q1 2026, Q1 2027 and FY2025/ FY2026 estimates were published. Analyst downgrades or estimate cuts can pressure sentiment and cap near-term upside despite strong asset numbers. Interactive Brokers Group, Inc. (IBKR) Sees a More Significant Dip Than Broader Market: Some Facts to Know

Analyst Upgrades and Downgrades

A number of research firms recently issued reports on IBKR. The Goldman Sachs Group reiterated a “buy” rating and issued a $91.00 target price on shares of Interactive Brokers Group in a research note on Friday, October 17th. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Interactive Brokers Group in a research report on Monday, December 29th. BMO Capital Markets lifted their price objective on Interactive Brokers Group from $82.00 to $84.00 and gave the stock an “outperform” rating in a research note on Friday, October 17th. Zacks Research downgraded Interactive Brokers Group from a “strong-buy” rating to a “hold” rating in a research note on Friday, December 26th. Finally, CICC Research assumed coverage on Interactive Brokers Group in a report on Monday, October 27th. They issued an “outperform” rating and a $78.00 target price on the stock. Eight equities research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company. Based on data from MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average price target of $72.19.

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.