CIBC Asset Management Inc Raises Holdings in Interactive Brokers Group, Inc. $IBKR

CIBC Asset Management Inc increased its position in Interactive Brokers Group, Inc. (NASDAQ:IBKR) by 304.5% in the 3rd quarter, according to its most recent filing with the SEC. The fund owned 55,415 shares of the financial services provider’s stock after purchasing an additional 41,715 shares during the period. CIBC Asset Management Inc’s holdings in Interactive Brokers Group were worth $3,813,000 at the end of the most recent quarter.

Other hedge funds have also recently added to or reduced their stakes in the company. AQR Capital Management LLC lifted its stake in 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 buying an additional 2,713 shares during the last quarter. Park Avenue Securities LLC purchased a new stake in Interactive Brokers Group in the 2nd quarter valued at $416,000. State of Alaska Department of Revenue boosted its stake in Interactive Brokers Group by 284.3% during the 2nd quarter. State of Alaska Department of Revenue now owns 49,024 shares of the financial services provider’s stock worth $2,716,000 after purchasing an additional 36,268 shares during the period. ORG Partners LLC boosted its stake in Interactive Brokers Group by 312.9% during the 2nd quarter. ORG Partners LLC now owns 479 shares of the financial services provider’s stock worth $27,000 after purchasing an additional 363 shares during the period. Finally, Signaturefd LLC grew its position in Interactive Brokers Group by 300.0% during the 2nd quarter. Signaturefd LLC now owns 3,416 shares of the financial services provider’s stock worth $189,000 after purchasing an additional 2,562 shares during the last quarter. Hedge funds and other institutional investors own 23.80% of the company’s stock.

Interactive Brokers Group Stock Up 0.2%

Shares of IBKR opened at $75.48 on Wednesday. Interactive Brokers Group, Inc. has a 52-week low of $32.82 and a 52-week high of $78.80. The company has a 50-day simple moving average of $67.41 and a 200-day simple moving average of $66.30. The company has a market capitalization of $128.02 billion, a PE ratio of 34.08, a P/E/G ratio of 2.11 and a beta of 1.24.

Interactive Brokers Group (NASDAQ:IBKR) last issued its earnings results on Tuesday, January 20th. The financial services provider reported $0.65 earnings per share for the quarter, topping the consensus estimate 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 company had revenue of $1.64 billion for the quarter, compared to analyst estimates of $1.58 billion. During the same period in the prior year, the business posted $0.51 earnings per share. The firm’s revenue for the quarter was up 18.5% compared to the same quarter last year. On average, research analysts anticipate that Interactive Brokers Group, Inc. will post 7.46 EPS for the current year.

Interactive Brokers Group Dividend Announcement

The company also recently disclosed a quarterly dividend, which will be paid on Friday, March 13th. Investors of record on Friday, February 27th will be paid a $0.08 dividend. This represents a $0.32 annualized dividend and a yield of 0.4%. The ex-dividend date of this dividend is Friday, February 27th. Interactive Brokers Group’s dividend payout ratio (DPR) is presently 14.48%.

Key Headlines Impacting Interactive Brokers Group

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

• Positive Sentiment: Earnings beat and rising estimates — IBKR reported an EPS and revenue beat for the latest quarter with revenue up ~18.5% year‑over‑year; analysts have raised near‑term earnings estimates, supporting upside momentum. Read More.
• Positive Sentiment: Momentum & buy‑side attention — Zacks added IBKR to its Rank #1 (Strong Buy) momentum list and to new Strong Buy lists, signaling bullish momentum from quant/analyst screens. Upgrades and higher targets from brokers have reinforced demand. Read More.
• Positive Sentiment: Fundamentals: customer growth and engagement — Coverage from The Motley Fool highlights IBKR’s ongoing account additions and higher client engagement, a bullish signal for recurring revenue and trading volumes. Read More.
• Neutral Sentiment: Earnings call transcript posted — the Q4 / FY2026 call transcript is available for investors who want management commentary, guidance and detail on margin and client metrics. Read the full transcript for nuance on outlook and capital deployment. Read More.
• Neutral Sentiment: Dividend & yield context — IBKR declared a quarterly dividend (small yield ~0.4%); while not a major driver, it supports shareholder returns and can be a modest positive for income investors. Read More.
• Negative Sentiment: Large insider sales by Vice Chairman Earl Nemser — Nemser sold large blocks on Jan. 22–23 (reported sales of 100,000 and 145,000 shares at ~$76–$78, totaling roughly $19M). Market commentary notes these were not under a 10b5‑1 plan, which can be interpreted as a discretionary (bearish) signal, though motives can vary. Read More.

Insider Transactions at Interactive Brokers Group

In other Interactive Brokers Group news, Vice Chairman Earl H. Nemser sold 145,000 shares of the business’s stock in a transaction on Friday, January 23rd. The stock was sold at an average price of $77.85, for a total transaction of $11,288,250.00. Following the sale, 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 Securities & Exchange Commission, which can be accessed through this link. Corporate insiders own 2.97% of the company’s stock.

Wall Street Analyst Weigh In

IBKR has been the subject of a number of research reports. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Interactive Brokers Group in a report on Monday, December 29th. The Goldman Sachs Group reaffirmed a “buy” rating and set a $91.00 price objective on shares of Interactive Brokers Group in a research report on Friday, October 17th. 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. Piper Sandler set a $80.00 price target on Interactive Brokers Group and gave the stock an “overweight” rating in a research note on Tuesday, October 14th. Finally, 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. Seven research analysts have rated the stock with a Buy rating and two have issued 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.

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.