Empowered Funds LLC Has $2.06 Million Stock Holdings in Interactive Brokers Group, Inc. $IBKR

Posted by Stanley Muller on Aug 7th, 2026

Empowered Funds LLC trimmed its stake in shares of Interactive Brokers Group, Inc. (NASDAQ:IBKR – Free Report) by 76.2% in the 1st quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 30,726 shares of the financial services provider’s stock after selling 98,197 shares during the period. Empowered Funds LLC’s holdings in Interactive Brokers Group were worth $2,061,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of the stock. HM Payson & Co. lifted its stake in Interactive Brokers Group by 5.8% during the fourth quarter. HM Payson & Co. now owns 2,411 shares of the financial services provider’s stock valued at $155,000 after buying an additional 133 shares in the last quarter. Ashton Thomas Private Wealth LLC raised its holdings in shares of Interactive Brokers Group by 1.3% during the fourth quarter. Ashton Thomas Private Wealth LLC now owns 11,483 shares of the financial services provider’s stock valued at $738,000 after acquiring an additional 143 shares during the period. Gamco Investors INC. ET AL lifted its position in shares of Interactive Brokers Group by 0.9% in the 1st quarter. Gamco Investors INC. ET AL now owns 17,475 shares of the financial services provider’s stock valued at $1,172,000 after acquiring an additional 150 shares in the last quarter. S&CO Inc. lifted its position in shares of Interactive Brokers Group by 0.3% in the 4th quarter. S&CO Inc. now owns 63,080 shares of the financial services provider’s stock valued at $4,056,000 after acquiring an additional 160 shares in the last quarter. Finally, Forefront Wealth Partners LLC boosted its stake in Interactive Brokers Group by 2.1% in the 4th quarter. Forefront Wealth Partners LLC now owns 8,175 shares of the financial services provider’s stock worth $526,000 after purchasing an additional 169 shares during the period. Hedge funds and other institutional investors own 23.80% of the company’s stock.

Analyst Ratings Changes

Several analysts have issued reports on the stock. BMO Capital Markets reissued an “outperform” rating and set a $110.00 target price (up from $105.00) on shares of Interactive Brokers Group in a research note on Wednesday, July 22nd. The Goldman Sachs Group set a $98.00 price target on Interactive Brokers Group in a research report on Friday, May 1st. Zacks Research raised Interactive Brokers Group from a “hold” rating to a “strong-buy” rating in a research note on Wednesday, July 15th. Piper Sandler set a $109.00 price objective on Interactive Brokers Group in a research report on Wednesday, July 22nd. Finally, Bank of America lifted their target price on Interactive Brokers Group from $83.00 to $106.00 and gave the company a “buy” rating in a research note on Tuesday, July 14th. Two analysts have rated the stock with a Strong Buy rating, seven have given a Buy rating and three have issued a Hold rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $96.89.

View Our Latest Research Report on IBKR

Interactive Brokers Group Price Performance

IBKR opened at $86.02 on Friday. The company has a market capitalization of $145.92 billion, a PE ratio of 34.41, a price-to-earnings-growth ratio of 1.64 and a beta of 1.34. The business has a 50-day moving average of $91.14 and a 200-day moving average of $80.58. Interactive Brokers Group, Inc. has a fifty-two week low of $58.95 and a fifty-two week high of $97.84.

Interactive Brokers Group (NASDAQ:IBKR – Get Free Report) last posted its earnings results on Tuesday, July 21st. The financial services provider reported $0.69 EPS for the quarter, topping the consensus estimate of $0.64 by $0.05. The company had revenue of $1.88 billion during the quarter, compared to the consensus estimate of $1.80 billion. Interactive Brokers Group had a net margin of 9.94% and a return on equity of 5.37%. The company’s revenue for the quarter was up 28.1% compared to the same quarter last year. During the same period in the previous year, the firm posted $0.51 earnings per share. On average, equities research analysts expect that Interactive Brokers Group, Inc. will post 2.69 earnings per share for the current fiscal year.

Interactive Brokers Group Dividend Announcement

The business also recently announced a quarterly dividend, which will be paid on Monday, September 14th. Shareholders of record on Tuesday, September 1st will be given a dividend of $0.0875 per share. The ex-dividend date of this dividend is Tuesday, September 1st. This represents a $0.35 dividend on an annualized basis and a yield of 0.4%. Interactive Brokers Group’s dividend payout ratio is presently 14.00%.

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.