Federated Hermes Inc. Has $43.11 Million Position in Interactive Brokers Group, Inc. $IBKR

Federated Hermes Inc. decreased its holdings in Interactive Brokers Group, Inc. (NASDAQ:IBKR) by 16.9% in the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 626,514 shares of the financial services provider’s stock after selling 127,599 shares during the quarter. Federated Hermes Inc.’s holdings in Interactive Brokers Group were worth $43,110,000 as of its most recent filing with the SEC.

Several other institutional investors have also made changes to their positions in IBKR. Vanguard Group Inc. raised its position in Interactive Brokers Group by 303.9% in the second quarter. Vanguard Group Inc. now owns 41,810,406 shares of the financial services provider’s stock worth $2,316,715,000 after purchasing an additional 31,458,885 shares in the last quarter. State Street Corp grew its stake in shares of Interactive Brokers Group by 301.3% in the 2nd quarter. State Street Corp now owns 15,131,029 shares of the financial services provider’s stock valued at $838,410,000 after purchasing an additional 11,360,260 shares during the period. Cantillon Capital Management LLC raised its holdings in shares of Interactive Brokers Group by 288.7% in the 2nd quarter. Cantillon Capital Management LLC now owns 12,803,631 shares of the financial services provider’s stock worth $709,449,000 after buying an additional 9,509,805 shares in the last quarter. Greenwich Wealth Management LLC lifted its position in shares of Interactive Brokers Group by 301.6% during the 2nd quarter. Greenwich Wealth Management LLC now owns 10,864,532 shares of the financial services provider’s stock worth $602,004,000 after buying an additional 8,159,175 shares during the period. Finally, JPMorgan Chase & Co. lifted its position in shares of Interactive Brokers Group by 227.7% during the 2nd quarter. JPMorgan Chase & Co. now owns 10,148,398 shares of the financial services provider’s stock worth $562,328,000 after buying an additional 7,051,682 shares during the period. 23.80% of the stock is currently owned by institutional investors and hedge funds.

Analysts Set New Price Targets

Several research analysts have issued reports on IBKR shares. Weiss Ratings reiterated a “hold (c)” rating on shares of Interactive Brokers Group in a research note on Monday, December 29th. BMO Capital Markets upped their target price on shares of Interactive Brokers Group from $80.00 to $82.00 and gave the stock an “outperform” rating in a report on Wednesday, January 21st. The Goldman Sachs Group reiterated a “buy” rating and set a $91.00 target price on shares of Interactive Brokers Group in a research report on Friday, October 17th. Piper Sandler set a $80.00 price target on shares of Interactive Brokers Group and gave the company an “overweight” rating in a report on Tuesday, October 14th. Finally, CICC Research began coverage on shares of Interactive Brokers Group in a research note on Monday, October 27th. They set an “outperform” rating and a $78.00 price objective on the stock. One analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating and one has issued a Hold rating to the company. According to MarketBeat, the company presently has an average rating of “Buy” and a consensus target price of $76.39.

Insider Buying and Selling at Interactive Brokers Group

In related news, Vice Chairman Earl H. Nemser sold 145,000 shares of the business’s stock in a transaction that occurred on Friday, January 23rd. The stock was sold at an average price of $77.85, for a total value of $11,288,250.00. Following the completion of 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 position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. In the last quarter, insiders sold 400,000 shares of company stock worth $30,725,122. Insiders own 2.97% of the company’s stock.

Interactive Brokers Group Price Performance

Shares of Interactive Brokers Group stock opened at $75.66 on Friday. The firm has a 50 day simple moving average of $67.91 and a 200 day simple moving average of $66.43. Interactive Brokers Group, Inc. has a fifty-two week low of $32.82 and a fifty-two week high of $78.80. The firm has a market cap of $128.33 billion, a P/E ratio of 34.16, a P/E/G ratio of 2.11 and a beta of 1.24.

Interactive Brokers Group (NASDAQ:IBKR) last released its earnings results on Tuesday, January 20th. The financial services provider reported $0.65 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.50 by $0.15. The company had revenue of $1.64 billion for 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%. The company’s revenue was up 18.5% compared to the same quarter last year. During the same period in the prior year, the company posted $0.51 EPS. On average, sell-side analysts expect that Interactive Brokers Group, Inc. will post 7.46 EPS for the current year.

Interactive Brokers Group Announces Dividend

The firm also recently declared a quarterly dividend, which will be paid on Friday, March 13th. Stockholders of record on Friday, February 27th will be given a dividend of $0.08 per share. The ex-dividend date of this dividend is Friday, February 27th. This represents a $0.32 dividend on an annualized basis and a dividend yield of 0.4%. Interactive Brokers Group’s dividend payout ratio (DPR) is currently 14.48%.

Key Interactive Brokers Group News

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

• Positive Sentiment: Q4 / recent quarter beat — IBKR reported stronger‑than‑expected revenue and EPS, reinforcing growth in client activity and supporting the stock’s rally. Read More.
• Positive Sentiment: Analyst upgrades and bullish coverage — Zacks upgraded IBKR to a stronger rating (and several firms have increased targets), which can attract fresh buying from momentum and model‑driven funds. Read More.
• Neutral Sentiment: Momentum/attention pieces — Multiple Zacks pieces flag IBKR as “on the move,” which can sustain flows but is not itself a fundamental catalyst. Read More.
• Neutral Sentiment: Earnings transcript and guidance details available — Useful for active investors evaluating client flows, margin trends and forward guidance, though the transcript itself is not an immediate price mover. Read More.
• Negative Sentiment: Large, concentrated insider sales — Vice Chairman Earl Nemser sold multiple blocks across Jan. 22–27 (totaling roughly ~255k shares, ~$19M+), including recent filings showing 60,200 shares sold at ~$75.30; his ownership declined materially. Markets often interpret sizable, non‑plan sales as a bearish signal or at least a source of short‑term selling pressure. Read More.
• Negative Sentiment: Media amplification of insider activity — Several outlets (InsiderTrades, MarketBeat, AmericanBankingNews) are highlighting the sales, which can amplify volatility even if fundamentals remain intact. Read More.

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.