Interactive Brokers Group, Inc. $IBKR Shares Bought by Capital Impact Advisors LLC

Posted by George Bondi on Jun 18th, 2026

Capital Impact Advisors LLC raised its holdings in Interactive Brokers Group, Inc. (NASDAQ:IBKR – Free Report) by 173.7% during the fourth quarter, Holdings Channel reports. The institutional investor owned 493,957 shares of the financial services provider’s stock after buying an additional 313,461 shares during the period. Interactive Brokers Group makes up about 2.5% of Capital Impact Advisors LLC’s holdings, making the stock its 21st largest position. Capital Impact Advisors LLC’s holdings in Interactive Brokers Group were worth $31,766,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Citigroup Inc. lifted its stake in Interactive Brokers Group by 61.8% during the third quarter. Citigroup Inc. now owns 2,432,598 shares of the financial services provider’s stock worth $167,387,000 after purchasing an additional 928,978 shares during the last quarter. Crocodile Capital Partners GmbH purchased a new stake in Interactive Brokers Group during the fourth quarter worth approximately $12,041,000. Covenant Asset Management LLC purchased a new stake in Interactive Brokers Group during the fourth quarter worth approximately $3,028,000. OFI Invest Asset Management purchased a new stake in Interactive Brokers Group during the fourth quarter worth approximately $22,356,000. Finally, New Millennium Group LLC lifted its stake in Interactive Brokers Group by 3,128.5% during the third quarter. New Millennium Group LLC now owns 88,462 shares of the financial services provider’s stock worth $6,087,000 after purchasing an additional 85,722 shares during the last quarter. 23.80% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

Several research firms recently weighed in on IBKR. The Goldman Sachs Group set a $98.00 target price on Interactive Brokers Group in a research note on Friday, May 1st. Piper Sandler boosted their target price on Interactive Brokers Group from $80.00 to $88.00 and gave the stock an “overweight” rating in a research note on Wednesday, April 22nd. Barclays lifted their target price on Interactive Brokers Group from $85.00 to $93.00 and gave the stock an “overweight” rating in a research report on Wednesday, April 22nd. BMO Capital Markets lifted their target price on Interactive Brokers Group from $80.00 to $93.00 and gave the stock an “outperform” rating in a research report on Wednesday, April 22nd. Finally, Jefferies Financial Group cut their target price on 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. One equities research analyst has rated the stock with a Strong Buy rating, seven have issued a Buy rating and three have given a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $85.22.

Read Our Latest Research Report on IBKR

Insider Transactions at Interactive Brokers Group

In related news, Director Lawrence E. Harris sold 26,000 shares of the business’s stock in a transaction dated Tuesday, April 28th. The stock was sold at an average price of $76.93, for a total value of $2,000,180.00. Following the transaction, the director owned 173,482 shares in the company, valued at $13,345,970.26. The trade was a 13.03% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at the SEC website. 2.80% of the stock is owned by company insiders.

Interactive Brokers Group Stock Performance

IBKR opened at $95.09 on Thursday. The business’s 50-day simple moving average is $82.75 and its 200-day simple moving average is $74.17. Interactive Brokers Group, Inc. has a one year low of $49.30 and a one year high of $96.75. The stock has a market capitalization of $161.31 billion, a P/E ratio of 40.99, a price-to-earnings-growth ratio of 2.57 and a beta of 1.32.

Interactive Brokers Group (NASDAQ:IBKR – Get Free Report) last posted its earnings results on Tuesday, April 21st. The financial services provider reported $0.60 EPS for the quarter, topping analysts’ consensus estimates 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 business had revenue of $1.68 billion for the quarter, compared to analysts’ expectations of $1.69 billion. During the same quarter in the previous year, the firm earned $1.94 earnings per share. The business’s revenue was up 17.0% compared to the same quarter last year. On average, equities research analysts forecast that Interactive Brokers Group, Inc. will post 2.46 EPS for the current fiscal year.

Interactive Brokers Group Increases Dividend

The business also recently declared a quarterly dividend, which was paid on Friday, June 12th. Investors of record on Monday, June 1st were given a $0.0875 dividend. This is a boost from Interactive Brokers Group’s previous quarterly dividend of $0.08. The ex-dividend date was Monday, June 1st. This represents a $0.35 annualized dividend and a yield of 0.4%. Interactive Brokers Group’s payout ratio is presently 15.09%.

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.