Evergreen Capital Management LLC Buys 9,824 Shares of Interactive Brokers Group, Inc. $IBKR

Evergreen Capital Management LLC grew its stake in shares of Interactive Brokers Group, Inc. (NASDAQ:IBKR) by 128.2% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 17,490 shares of the financial services provider’s stock after buying an additional 9,824 shares during the period. Evergreen Capital Management LLC’s holdings in Interactive Brokers Group were worth $1,125,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds have also recently modified their holdings of IBKR. Murphy & Mullick Capital Management Corp bought a new stake in shares of Interactive Brokers Group during the third quarter valued at approximately $27,000. Blue Trust Inc. raised its position in shares of Interactive Brokers Group by 236.0% during the fourth quarter. Blue Trust Inc. now owns 672 shares of the financial services provider’s stock valued at $43,000 after buying an additional 472 shares during the last quarter. Ramsey Quantitative Systems bought a new stake in Interactive Brokers Group in the second quarter worth $44,000. Darwin Wealth Management LLC bought a new stake in Interactive Brokers Group in the second quarter worth $45,000. Finally, Close Asset Management Ltd bought a new stake in Interactive Brokers Group in the third quarter worth $60,000. Institutional investors own 23.80% of the company’s stock.

Interactive Brokers Group Stock Performance

Shares of IBKR opened at $75.90 on Friday. The company’s fifty day moving average is $71.13 and its 200 day moving average is $69.68. Interactive Brokers Group, Inc. has a fifty-two week low of $40.58 and a fifty-two week high of $82.88. The stock has a market capitalization of $128.75 billion, a PE ratio of 32.72, a P/E/G ratio of 2.15 and a beta of 1.25.

Interactive Brokers Group (NASDAQ:IBKR) last posted its quarterly earnings data on Tuesday, April 21st. The financial services provider reported $0.60 EPS for the quarter, topping the consensus estimate of $0.57 by $0.03. The company had revenue of $1.68 billion during the quarter, compared to analyst estimates of $1.69 billion. Interactive Brokers Group had a net margin of 9.65% and a return on equity of 5.19%. Interactive Brokers Group’s quarterly revenue was up 17.0% compared to the same quarter last year. During the same period in the previous year, the firm earned $1.94 earnings per share. As a group, research analysts forecast that Interactive Brokers Group, Inc. will post 2.46 earnings per share for the current year.

Interactive Brokers Group Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Friday, June 12th. Shareholders of record on Monday, June 1st will be paid a dividend of $0.0875 per share. The ex-dividend date of this dividend is Monday, June 1st. This is a positive change from Interactive Brokers Group’s previous quarterly dividend of $0.08. This represents a $0.35 annualized dividend and a yield of 0.5%. Interactive Brokers Group’s payout ratio is presently 14.48%.

Interactive Brokers Group News Summary

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

• Positive Sentiment: Board raised the quarterly dividend 9.4% to $0.0875 per share (annualized yield ~0.4%), signaling confidence in cash flow and returning capital to shareholders. 3 Stocks That Declared Dividend Hikes Amid High Geopolitical Tensions
• Positive Sentiment: Management reported strong customer and trading metrics — record revenues, surging accounts and DARTs — supporting longer-term growth despite near-term margin pressure. Interactive Brokers Group Inc (IBKR) Q1 2026 Earnings Call Highlights: Record Revenues and …
• Positive Sentiment: Several brokers raised price targets and/or resumed coverage (Goldman Sachs bumped its target to $98 and reiterated a buy; BMO, Barclays and Piper Sandler also raised targets), providing analyst-driven upside potential. Benzinga coverage of analyst price-target changes
• Positive Sentiment: Retail/investor expansion: company reported ~32% year-over-year jump in retail and institutional accounts in Q1, indicating durable customer acquisition and scale benefits. Individual-investor ranks are burgeoning
• Neutral Sentiment: Full Q1 commentary and transcripts are available (useful for detail on margin drivers, expenses and product trends). Investors can read the call transcripts for management tone. IBKR Q1 2026 Earnings Call Transcript
• Neutral Sentiment: Research coverage: Keefe Bruyette has resumed coverage, which may increase analyst attention but doesn’t by itself move fundamentals. Keefe Bruyette Resumes Coverage of Interactive Brokers (IBKR)
• Negative Sentiment: Near-term headwinds: Q1 revenue slightly missed consensus and operating expenses rose year-over-year, which pressured margins and led to an immediate post-earnings selloff. This explains the downward price reaction despite some beat elements (EPS nuance). IBKR Lags on Q1 Earnings as Expenses Rise Y/Y, Announces Dividend Hike Interactive Brokers Shares Fall After Q1 Revenue Miss

Wall Street Analysts Forecast Growth

Several equities research analysts recently weighed in on IBKR shares. The Goldman Sachs Group boosted their price target on shares of Interactive Brokers Group from $89.00 to $98.00 and gave the stock a “buy” rating in a research report on Wednesday. Zacks Research cut shares of Interactive Brokers Group from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, February 24th. BMO Capital Markets boosted their price target on shares of Interactive Brokers Group from $80.00 to $93.00 and gave the stock an “outperform” rating in a research report on Wednesday. Jefferies Financial Group reduced their price target on shares of Interactive Brokers Group from $91.00 to $81.00 and set a “buy” rating on the stock in a research report on Monday, April 6th. Finally, Barclays boosted their price target on shares of Interactive Brokers Group from $85.00 to $93.00 and gave the stock an “overweight” rating in a research report on Wednesday. Seven 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.com, the company presently has an average rating of “Moderate Buy” and a consensus target price of $83.25.

Insider Buying and Selling

In other Interactive Brokers Group news, Vice Chairman Earl H. Nemser sold 94,800 shares of Interactive Brokers Group stock in a transaction on Monday, January 26th. The shares were sold at an average price of $76.19, for a total transaction of $7,222,812.00. Following the completion of the transaction, the insider directly owned 60,200 shares of the company’s stock, valued at $4,586,638. The trade was a 61.16% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. 2.80% of the stock is owned by insiders.

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.