Inceptionr LLC Increases Position in Interactive Brokers Group, Inc. $IBKR

Posted by Brian Himes on Jul 25th, 2026

Inceptionr LLC increased its holdings in Interactive Brokers Group, Inc. (NASDAQ:IBKR – Free Report) by 82.8% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 15,569 shares of the financial services provider’s stock after acquiring an additional 7,053 shares during the quarter. Inceptionr LLC’s holdings in Interactive Brokers Group were worth $1,044,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the business. Norges Bank acquired a new stake in Interactive Brokers Group during the 4th quarter valued at approximately $453,146,000. Orbis Allan Gray Ltd raised its position in shares of 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 valued at $539,697,000 after purchasing an additional 6,246,715 shares in the last quarter. Bank of America Corp DE raised its position in shares of Interactive Brokers Group by 225.4% in the 2nd 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 purchasing an additional 5,260,923 shares in the last quarter. State Street Corp boosted its stake in shares of Interactive Brokers Group by 23.2% during the 3rd quarter. State Street Corp now owns 18,648,758 shares of the financial services provider’s stock valued at $1,283,221,000 after buying an additional 3,517,729 shares during the last quarter. Finally, Invesco Ltd. boosted its stake in shares of Interactive Brokers Group by 44.1% during the 4th quarter. Invesco Ltd. now owns 8,288,379 shares of the financial services provider’s stock valued at $533,026,000 after buying an additional 2,534,772 shares during the last quarter. Hedge funds and other institutional investors own 23.80% of the company’s stock.

Analysts Set New Price Targets

IBKR has been the subject of a number of research analyst reports. Piper Sandler set a $109.00 price target on shares of Interactive Brokers Group in a research note on Wednesday. Wolfe Research started coverage on shares of Interactive Brokers Group in a research note on Monday, June 8th. They set an “outperform” rating and a $101.00 price objective on the stock. Keefe, Bruyette & Woods started coverage on shares of Interactive Brokers Group in a report on Wednesday, April 8th. They set a “market perform” rating and a $75.00 price objective for the company. The Goldman Sachs Group set a $98.00 target price on shares of Interactive Brokers Group in a research report on Friday, May 1st. Finally, BMO Capital Markets restated an “outperform” rating and issued a $110.00 target price (up from $105.00) on shares of Interactive Brokers Group in a research note on Wednesday. Two 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 stock. According to data from MarketBeat, the stock presently has an average rating of “Moderate Buy” and an average price target of $96.89.

View Our Latest Stock Report on IBKR

Insider Activity

In other news, Director Lawrence E. Harris sold 26,000 shares of the firm’s stock in a transaction dated Tuesday, April 28th. The shares were sold at an average price of $76.93, for a total value of $2,000,180.00. Following the transaction, the director directly owned 173,482 shares in the company, valued at approximately $13,345,970.26. This trade represents a 13.03% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Insiders own 2.80% of the company’s stock.

Interactive Brokers Group Trading Down 0.0%

Shares of NASDAQ IBKR opened at $91.74 on Friday. The company has a market capitalization of $155.62 billion, a price-to-earnings ratio of 36.70, a price-to-earnings-growth ratio of 2.02 and a beta of 1.33. Interactive Brokers Group, Inc. has a twelve month low of $58.95 and a twelve month high of $97.84. The business has a 50 day simple moving average of $90.09 and a 200-day simple moving average of $79.44.

Interactive Brokers Group (NASDAQ:IBKR – Get Free Report) last announced its quarterly earnings data on Tuesday, July 21st. The financial services provider reported $0.69 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.64 by $0.05. The firm had revenue of $1.88 billion for the quarter, compared to analysts’ expectations of $1.80 billion. Interactive Brokers Group had a return on equity of 5.37% and a net margin of 9.94%.The firm’s revenue for the quarter was up 28.1% on a year-over-year basis. During the same period last year, the business posted $0.51 earnings per share. As a group, equities analysts predict that Interactive Brokers Group, Inc. will post 2.64 earnings per share for the current year.

Interactive Brokers Group Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, September 14th. Shareholders of record on Tuesday, September 1st will be issued a dividend of $0.0875 per share. This represents a $0.35 dividend on an annualized basis and a dividend yield of 0.4%. The ex-dividend date of this dividend is Tuesday, September 1st. Interactive Brokers Group’s dividend payout ratio is 15.09%.

Interactive Brokers Group 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.