Amalgamated Bank Decreases Stake in Interactive Brokers Group, Inc. $IBKR

Amalgamated Bank decreased its holdings in Interactive Brokers Group, Inc. (NASDAQ:IBKR) by 57.5% during the 3rd quarter, according to its most recent disclosure with the SEC. The firm owned 84,672 shares of the financial services provider’s stock after selling 114,674 shares during the period. Amalgamated Bank’s holdings in Interactive Brokers Group were worth $5,826,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of the business. ORG Partners LLC boosted its stake in shares of Interactive Brokers Group by 312.9% during 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 last quarter. Huntington National Bank boosted its stake in Interactive Brokers Group by 51.8% during the 2nd quarter. Huntington National Bank now owns 516 shares of the financial services provider’s stock valued at $29,000 after acquiring an additional 176 shares during the last quarter. Private Wealth Asset Management LLC grew its holdings in Interactive Brokers Group by 300.0% during the 2nd quarter. Private Wealth Asset Management LLC now owns 580 shares of the financial services provider’s stock worth $32,000 after acquiring an additional 435 shares in the last quarter. LFA Lugano Financial Advisors SA bought a new stake in shares of Interactive Brokers Group in the 2nd quarter worth about $32,000. Finally, N.E.W. Advisory Services LLC increased its position in shares of Interactive Brokers Group by 300.0% in the 2nd quarter. N.E.W. Advisory Services LLC now owns 632 shares of the financial services provider’s stock worth $35,000 after purchasing an additional 474 shares during the last quarter. 23.80% of the stock is owned by institutional investors and hedge funds.

Analysts Set New Price Targets

IBKR has been the topic of several research analyst reports. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Interactive Brokers Group in a research report on Monday, December 29th. Piper Sandler set a $80.00 target price on Interactive Brokers Group and gave the stock an “overweight” rating in a report on Tuesday, October 14th. CICC Research started 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. Barclays set a $82.00 price target on Interactive Brokers Group and gave the company an “overweight” rating in a report on Thursday, January 8th. Finally, The Goldman Sachs Group restated a “buy” rating and set a $91.00 price objective on shares of Interactive Brokers Group in a research note on Friday, October 17th. Eight equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $75.25.

Interactive Brokers Group Stock Performance

IBKR stock opened at $71.51 on Wednesday. Interactive Brokers Group, Inc. has a 1 year low of $32.82 and a 1 year high of $75.64. The stock has a market capitalization of $121.29 billion, a price-to-earnings ratio of 34.34, a PEG ratio of 2.06 and a beta of 1.24. The stock’s fifty day moving average is $66.44 and its two-hundred day moving average is $65.66.

Interactive Brokers Group (NASDAQ:IBKR) last released its quarterly earnings data on Tuesday, January 20th. The financial services provider reported $0.65 earnings per share for the quarter, topping analysts’ consensus estimates of $0.50 by $0.15. The business had revenue of $1.67 billion for the quarter, compared to analysts’ expectations of $1.58 billion. Interactive Brokers Group had a net margin of 10.12% and a return on equity of 5.03%. The company’s revenue for the quarter was up 18.5% compared to the same quarter last year. During the same quarter last year, the company earned $0.51 EPS. As a group, analysts predict that Interactive Brokers Group, Inc. will post 7.46 EPS for the current fiscal year.

Interactive Brokers Group Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Friday, March 13th. Shareholders of record on Friday, February 27th will be paid a $0.08 dividend. The ex-dividend date is Friday, February 27th. This represents a $0.32 annualized dividend and a dividend yield of 0.4%. Interactive Brokers Group’s dividend payout ratio (DPR) is presently 15.38%.

Insider Buying and Selling

In related news, Director Lawrence E. Harris sold 10,645 shares of the firm’s stock in a transaction that occurred on Wednesday, October 29th. The stock was sold at an average price of $69.00, for a total value of $734,505.00. Following the sale, the director directly owned 198,704 shares in the company, valued at $13,710,576. This trade represents a 5.08% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Jill Bright bought 400 shares of the stock in a transaction that occurred on Thursday, October 23rd. The stock was acquired at an average price of $65.95 per share, for a total transaction of $26,380.00. Following the completion of the transaction, the director owned 10,304 shares in the company, valued at $679,548.80. This trade represents a 4.04% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. In the last ninety days, insiders have sold 55,000 shares of company stock worth $3,767,363. Corporate insiders own 2.97% of the company’s stock.

Trending Headlines about Interactive Brokers Group

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

• Positive Sentiment: Q4 results beat expectations — adjusted EPS ~$0.65 vs. consensus $0.50 and revenue roughly $1.67B (≈+18.5% YoY), indicating healthy top-line growth and improved profitability. Interactive Brokers Group Inc (IBKR) Q4 2025 Earnings Call Highlights: Record Growth and …
• Positive Sentiment: Company commentary and investor call details reinforce operational momentum; CEO remarks in media interviews framed results positively ahead of the call. Interactive Brokers CEO Thomas Peterffy talks quarterly results ahead of investors call
• Neutral Sentiment: Full earnings transcript and press release provide detail for models and guidance parsing, but contain no material surprise beyond the beats — useful for analysts updating forecasts. Interactive Brokers Group, Inc. (IBKR) Q4 2025 Earnings Call Transcript
• Neutral Sentiment: Formal press release shows adjusted vs. reported EPS and revenue reconciliation (minor accounting distinctions); useful for modeling but not a market mover on its own. Interactive Brokers Group Announces 4Q2025 Results
• Negative Sentiment: Broader market risk-off (reported ahead of/around Davos headlines) drove heavy selling pressure across financials and tech, which likely amplified IBKR’s decline despite the beat. Markets Switch to “Risk-Off” Ahead of Trump at Davos
• Negative Sentiment: Shares are trading at elevated multiples (P/E and PEG) after multi‑year gains, prompting some investors to take profits; valuation concerns are highlighted in recent analyst commentary. Assessing Interactive Brokers Group (IBKR) Valuation After Strong Multi‑Year Shareholder Returns
• Negative Sentiment: Volume spiked well above average on the move, suggesting conviction behind the sell-off rather than a muted reaction; that can accelerate short-term price weakness. Interactive Brokers Q4 results & conference call (MarketBeat)

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.