Catalyst Capital Advisors LLC Makes New Investment in Interactive Brokers Group, Inc. $IBKR

Posted by Stanley Muller on Jul 18th, 2026

Catalyst Capital Advisors LLC bought a new position in Interactive Brokers Group, Inc. (NASDAQ:IBKR – Free Report) in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm bought 31,500 shares of the financial services provider’s stock, valued at approximately $2,113,000.

A number of other institutional investors and hedge funds have also modified their holdings of IBKR. State Street Corp raised its position in shares of Interactive Brokers Group by 1.0% during the 4th quarter. State Street Corp now owns 18,836,521 shares of the financial services provider’s stock worth $1,211,377,000 after purchasing an additional 187,763 shares during the last quarter. Cantillon Capital Management LLC raised its holdings in Interactive Brokers Group by 0.8% in the fourth quarter. Cantillon Capital Management LLC now owns 12,759,904 shares of the financial services provider’s stock valued at $820,589,000 after buying an additional 95,878 shares during the period. Wellington Management Group LLP raised its holdings in shares of Interactive Brokers Group by 17.6% during the 3rd quarter. Wellington Management Group LLP now owns 10,901,171 shares of the financial services provider’s stock valued at $750,110,000 after buying an additional 1,630,620 shares during the period. Orbis Allan Gray Ltd lifted its holdings in Interactive Brokers Group by 178.8% in the 2nd quarter. Orbis Allan Gray Ltd now owns 9,740,072 shares of the financial services provider’s stock worth $539,697,000 after buying an additional 6,246,715 shares in the last quarter. Finally, Invesco Ltd. grew its position in shares of Interactive Brokers Group by 44.1% during the fourth quarter. Invesco Ltd. now owns 8,288,379 shares of the financial services provider’s stock worth $533,026,000 after buying an additional 2,534,772 shares in the last quarter. Institutional investors and hedge funds own 23.80% of the company’s stock.

Analysts Set New Price Targets

Several research analysts have commented on IBKR shares. The Goldman Sachs Group set a $98.00 target price on shares of Interactive Brokers Group in a research report on Friday, May 1st. China Renaissance began coverage on Interactive Brokers Group in a report on Tuesday, July 7th. They set a “hold” rating for the company. Barclays raised their target price on Interactive Brokers Group from $93.00 to $108.00 and gave the company an “overweight” rating in a report on Thursday, July 9th. Weiss Ratings upgraded shares of Interactive Brokers Group from a “hold (c)” rating to a “hold (c+)” rating in a research note on Wednesday. Finally, BMO Capital Markets raised their price objective on shares of Interactive Brokers Group from $80.00 to $93.00 and gave the stock an “outperform” rating in a research note on Wednesday, April 22nd. Two research analysts have rated the stock with a Strong Buy rating, seven have given a Buy rating and three have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, Interactive Brokers Group currently has an average rating of “Moderate Buy” and an average target price of $93.89.

Read Our Latest Research Report on Interactive Brokers Group

Interactive Brokers Group Stock Down 1.8%

Shares of IBKR stock opened at $90.53 on Friday. The stock has a 50-day moving average price of $89.43 and a 200 day moving average price of $78.48. Interactive Brokers Group, Inc. has a 12 month low of $58.95 and a 12 month high of $97.84. The firm has a market cap of $153.57 billion, a price-to-earnings ratio of 39.02, a PEG ratio of 2.11 and a beta of 1.33.

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 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 company had revenue of $1.68 billion during the quarter, compared to analysts’ expectations of $1.69 billion. During the same period in the prior year, the business posted $1.94 EPS. Interactive Brokers Group’s revenue was up 17.0% on a year-over-year basis. Sell-side analysts predict that Interactive Brokers Group, Inc. will post 2.55 earnings per share for the current fiscal year.

Interactive Brokers Group Increases Dividend

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

Insider Buying and Selling

In other Interactive Brokers Group news, Director Lawrence E. Harris sold 26,000 shares of the business’s stock in a transaction that occurred on 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 transaction, the director owned 173,482 shares of the company’s stock, valued at $13,345,970.26. The trade was a 13.03% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Insiders own 2.80% of the company’s stock.

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.