Jefferies Financial Group Inc. Trims Holdings in Interactive Brokers Group, Inc. $IBKR

Posted by Stanley Muller on May 27th, 2026

Jefferies Financial Group Inc. decreased its holdings in Interactive Brokers Group, Inc. (NASDAQ:IBKR – Free Report) by 25.9% during the fourth quarter, HoldingsChannel.com reports. The firm owned 41,494 shares of the financial services provider’s stock after selling 14,489 shares during the quarter. Jefferies Financial Group Inc.’s holdings in Interactive Brokers Group were worth $2,668,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors have also bought and sold shares of the business. Vanguard Group Inc. increased its stake in Interactive Brokers Group by 26.4% in the third quarter. Vanguard Group Inc. now owns 52,859,085 shares of the financial services provider’s stock worth $3,637,234,000 after purchasing an additional 11,048,679 shares during the period. State Street Corp increased its stake in Interactive Brokers Group by 23.2% in the third quarter. State Street Corp now owns 18,648,758 shares of the financial services provider’s stock worth $1,283,221,000 after purchasing an additional 3,517,729 shares during the period. Wellington Management Group LLP increased its stake in Interactive Brokers Group by 17.6% in the third quarter. Wellington Management Group LLP now owns 10,901,171 shares of the financial services provider’s stock worth $750,110,000 after purchasing an additional 1,630,620 shares during the period. Orbis Allan Gray Ltd increased its stake in Interactive Brokers Group by 178.8% in the second quarter. Orbis Allan Gray Ltd now owns 9,740,072 shares of the financial services provider’s stock worth $539,697,000 after purchasing an additional 6,246,715 shares during the period. Finally, Bank of America Corp DE increased its stake in shares of Interactive Brokers Group by 225.4% during the second quarter. Bank of America Corp DE now owns 7,594,906 shares of the financial services provider’s stock valued at $420,834,000 after buying an additional 5,260,923 shares during the period. Hedge funds and other institutional investors own 23.80% of the company’s stock.

Insiders Place Their Bets

In related news, Director Lawrence E. Harris sold 26,000 shares of the firm’s stock in a transaction dated Tuesday, April 28th. The stock was sold at an average price of $76.93, for a total transaction of $2,000,180.00. Following the sale, the director owned 173,482 shares of the company’s stock, valued at $13,345,970.26. This trade represents a 13.03% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. 2.80% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

Several brokerages have recently commented on IBKR. Jefferies Financial Group cut their price target on Interactive Brokers Group from $91.00 to $81.00 and set a “buy” rating on the stock in a research note on Monday, April 6th. The Goldman Sachs Group set a $98.00 price target on Interactive Brokers Group in a research note on Friday, May 1st. Piper Sandler raised their price target on Interactive Brokers Group from $80.00 to $88.00 and gave the company an “overweight” rating in a research note on Wednesday, April 22nd. BMO Capital Markets raised their price target on Interactive Brokers Group from $80.00 to $93.00 and gave the company an “outperform” rating in a research note on Wednesday, April 22nd. Finally, Keefe, Bruyette & Woods began coverage on Interactive Brokers Group in a research note on Wednesday, April 8th. They set a “market perform” rating and a $75.00 price target on the stock. Seven analysts have rated the stock with a Buy rating and three have given a Hold rating to the company’s stock. Based on data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $83.25.

Check Out Our Latest Stock Report on IBKR

Interactive Brokers Group Trading Up 1.9%

Shares of Interactive Brokers Group stock opened at $82.89 on Wednesday. The firm has a market cap of $140.61 billion, a P/E ratio of 35.73, a P/E/G ratio of 2.25 and a beta of 1.32. Interactive Brokers Group, Inc. has a 12 month low of $49.15 and a 12 month high of $88.44. The stock’s fifty day moving average price is $76.10 and its 200-day moving average price is $71.70.

Interactive Brokers Group (NASDAQ:IBKR – Get Free Report) last announced its quarterly earnings results on Tuesday, April 21st. The financial services provider reported $0.60 EPS for the quarter, beating the consensus estimate of $0.57 by $0.03. Interactive Brokers Group had a return on equity of 5.19% and a net margin of 9.65%.The firm had revenue of $1.68 billion for the quarter, compared to analyst estimates of $1.69 billion. During the same quarter last year, the firm posted $1.94 earnings per share. The business’s revenue for the quarter was up 17.0% on a year-over-year basis. Analysts forecast that Interactive Brokers Group, Inc. will post 2.46 earnings per share for the current year.

Interactive Brokers Group Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, June 12th. Investors of record on Monday, June 1st will be given a dividend of $0.0875 per share. The ex-dividend date of this dividend is Monday, June 1st. This is an increase from Interactive Brokers Group’s previous quarterly dividend of $0.08. This represents a $0.35 dividend on an annualized basis and a yield of 0.4%. Interactive Brokers Group’s dividend payout ratio is 13.79%.

Interactive Brokers Group Company Profile

(Free Report)

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.