Congress Asset Management Co. Decreases Stock Holdings in Interactive Brokers Group, Inc. $IBKR

Posted by Brenda Bartman on Oct 6th, 2026

Congress Asset Management Co. cut its holdings in Interactive Brokers Group, Inc. (NASDAQ:IBKR – Free Report) by 1.7% during the third quarter, Holdings Channel reports. The firm owned 1,502,435 shares of the financial services provider’s stock after selling 25,304 shares during the quarter. Congress Asset Management Co.’s holdings in Interactive Brokers Group were worth $128,338,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the business. Vise Technologies Inc. lifted its position in Interactive Brokers Group by 151.8% during the fourth quarter. Vise Technologies Inc. now owns 24,209 shares of the financial services provider’s stock valued at $1,557,000 after purchasing an additional 14,593 shares during the last quarter. Nykredit A S bought a new stake in shares of Interactive Brokers Group in the 2nd quarter worth about $15,348,000. Cetera Investment Advisers raised its position in shares of Interactive Brokers Group by 30.1% during the 1st quarter. Cetera Investment Advisers now owns 209,311 shares of the financial services provider’s stock valued at $14,038,000 after buying an additional 48,443 shares in the last quarter. AXQ Capital LP raised its position in shares of Interactive Brokers Group by 69.6% during the 2nd quarter. AXQ Capital LP now owns 45,065 shares of the financial services provider’s stock valued at $3,922,000 after buying an additional 18,499 shares in the last quarter. Finally, TD Waterhouse Canada Inc. lifted its holdings in shares of Interactive Brokers Group by 79.4% in the 2nd quarter. TD Waterhouse Canada Inc. now owns 516,646 shares of the financial services provider’s stock valued at $48,185,000 after acquiring an additional 228,716 shares during the last quarter. 23.80% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

Several research analysts recently commented on IBKR shares. Bank of America reiterated a “buy” rating and issued a $116.00 price target (up from $114.00) on shares of Interactive Brokers Group in a research report on Monday. Wolfe Research assumed coverage on Interactive Brokers Group in a research note on Monday, June 8th. They issued an “outperform” rating and a $101.00 price objective for the company. BMO Capital Markets lowered their price objective on Interactive Brokers Group from $110.00 to $105.00 and set an “outperform” rating for the company in a research note on Tuesday. UBS Group cut Interactive Brokers Group from a “buy” rating to a “neutral” rating and lifted their target price for the stock from $50.00 to $102.00 in a report on Tuesday, September 1st. Finally, Zacks Research downgraded Interactive Brokers Group from a “strong-buy” rating to a “hold” rating in a research report on Thursday, September 24th. One investment analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating and six have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Interactive Brokers Group has a consensus rating of “Moderate Buy” and an average price target of $99.92.

Check Out Our Latest Stock Analysis on Interactive Brokers Group

Interactive Brokers Group Stock Performance

Interactive Brokers Group stock traded up $1.53 during mid-day trading on Tuesday, hitting $90.58. The company’s stock had a trading volume of 3,416,277 shares, compared to its average volume of 4,720,490. The company has a 50 day moving average of $90.60 and a 200-day moving average of $86.00. The stock has a market cap of $154.11 billion, a PE ratio of 36.23, a P/E/G ratio of 1.63 and a beta of 1.37. Interactive Brokers Group, Inc. has a one year low of $58.95 and a one year high of $98.75.

Interactive Brokers Group (NASDAQ:IBKR – Get Free Report) last released 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 quarter last year, the firm posted $0.51 earnings per share. The business’s revenue was up 28.1% compared to the same quarter last year. On average, equities research analysts forecast that Interactive Brokers Group, Inc. will post 2.69 EPS for the current fiscal year.

Interactive Brokers Group Announces Dividend

The business also recently declared a quarterly dividend, which was paid on Monday, September 14th. Stockholders of record on Tuesday, September 1st were issued a $0.0875 dividend. The ex-dividend date was Tuesday, September 1st. This represents a $0.35 dividend on an annualized basis and a dividend yield of 0.4%. Interactive Brokers Group’s dividend payout ratio is presently 14.00%.

Interactive Brokers Group Company Profile

(Free Report)

Interactive Brokers Group, Inc is a global electronic brokerage company that provides trading, investment and custody services to individual investors, financial advisors, hedge funds, proprietary trading firms, family offices and other institutional clients. The company offers access to a broad range of markets and financial instruments, including stocks, options, futures, currencies, bonds, exchange-traded funds and mutual funds.

Interactive Brokers provides its services through digital platforms such as Trader Workstation, IBKR Mobile and Client Portal, along with application programming interfaces for clients seeking automated or integrated trading capabilities.