Great Lakes Advisors LLC Purchases New Position in Interactive Brokers Group, Inc. $IBKR

Posted by Brian Himes on Aug 23rd, 2026

Great Lakes Advisors LLC acquired a new position in Interactive Brokers Group, Inc. (NASDAQ:IBKR – Free Report) in the 2nd quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm acquired 7,466 shares of the financial services provider’s stock, valued at approximately $650,000.

Other hedge funds have also bought and sold shares of the company. Leonteq Securities AG purchased a new stake in Interactive Brokers Group during the 4th quarter worth about $1,746,000. Covenant Asset Management LLC bought a new position in Interactive Brokers Group in the 4th quarter worth about $3,028,000. North Dakota State Investment Board bought a new position in Interactive Brokers Group in the 4th quarter worth about $945,000. Mitsubishi UFJ Asset Management Co. Ltd. grew its holdings in Interactive Brokers Group by 5.0% during the 4th quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 932,381 shares of the financial services provider’s stock valued at $62,684,000 after buying an additional 43,984 shares in the last quarter. Finally, Passumpsic Savings Bank purchased a new position in Interactive Brokers Group during the 4th quarter valued at about $2,011,000. 23.80% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Several equities research analysts have recently weighed in on IBKR shares. BMO Capital Markets reiterated an “outperform” rating and set a $110.00 price target (up from $105.00) on shares of Interactive Brokers Group in a research report on Wednesday, July 22nd. Zacks Research upgraded shares of Interactive Brokers Group from a “hold” rating to a “strong-buy” rating in a research report on Wednesday, July 15th. China Renaissance initiated coverage on shares of Interactive Brokers Group in a research note on Tuesday, July 7th. They set a “hold” rating for the company. Bank of America boosted their price objective on shares of Interactive Brokers Group from $83.00 to $106.00 and gave the company a “buy” rating in a research note on Tuesday, July 14th. Finally, The Goldman Sachs Group set a $98.00 target price on shares of Interactive Brokers Group in a report on Friday, May 1st. Two research analysts have rated the stock with a Strong Buy rating, seven have issued a Buy rating and three have assigned a Hold rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $96.89.

View Our Latest Analysis on Interactive Brokers Group

Interactive Brokers Group Stock Performance

NASDAQ:IBKR opened at $93.87 on Friday. Interactive Brokers Group, Inc. has a 52-week low of $58.95 and a 52-week high of $97.84. The stock has a fifty day moving average of $91.96 and a 200 day moving average of $81.77. The firm has a market capitalization of $159.71 billion, a price-to-earnings ratio of 37.55, a P/E/G ratio of 1.73 and a beta of 1.34.

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

Interactive Brokers Group Announces Dividend

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

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.