Interactive Brokers Group, Inc. $IBKR Stock Purchased by Vontobel Holding Ltd.

Vontobel Holding Ltd. boosted its position in Interactive Brokers Group, Inc. (NASDAQ:IBKR) by 1,240.2% in the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 405,261 shares of the financial services provider’s stock after purchasing an additional 375,022 shares during the period. Vontobel Holding Ltd.’s holdings in Interactive Brokers Group were worth $34,617,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Bessemer Group Inc. raised its stake in shares of Interactive Brokers Group by 156.0% in the 1st quarter. Bessemer Group Inc. now owns 3,922,736 shares of the financial services provider’s stock worth $263,097,000 after buying an additional 2,390,247 shares in the last quarter. Bank of New York Mellon Corp bought a new position in Interactive Brokers Group during the second quarter valued at about $210,639,000. Amundi grew its holdings in Interactive Brokers Group by 62.4% during the first quarter. Amundi now owns 2,433,236 shares of the financial services provider’s stock worth $163,197,000 after acquiring an additional 934,843 shares during the period. Progeny 3 Inc. grew its holdings in Interactive Brokers Group by 3.1% during the first quarter. Progeny 3 Inc. now owns 2,195,640 shares of the financial services provider’s stock worth $147,262,000 after acquiring an additional 65,880 shares during the period. Finally, KBC Group NV raised its position in Interactive Brokers Group by 0.4% in the first quarter. KBC Group NV now owns 2,115,438 shares of the financial services provider’s stock worth $141,883,000 after acquiring an additional 8,844 shares in the last quarter. 23.80% of the stock is owned by institutional investors.

Interactive Brokers Group News Roundup

Here are the key news stories impacting Interactive Brokers Group this week:

• Positive Sentiment: Analyst and rating support: Barclays raised its price target to $117 from $115, while Zacks upgraded IBKR to Rank #1, or “Strong Buy,” citing improving earnings prospects. Evercore ISI also initiated coverage with an Outperform rating. Barclays price target article
• Positive Sentiment: Revenue and customer growth remained healthy: Third-quarter adjusted net revenue rose 15.6% year over year to approximately $1.87 billion, supported by higher net interest income, commissions and customer growth. Commissions increased 12% to about $602 million, while management highlighted continued expansion in global market access, institutional services and AI-powered trading tools. Interactive Brokers revenue growth article
• Positive Sentiment: Dividend increased substantially: Interactive Brokers declared a quarterly dividend of $0.15 per share, up 71.4% from $0.0875, payable December 14 to shareholders of record December 1. The new annualized payout is $0.60 per share. Interactive Brokers dividend announcement
• Neutral Sentiment: Results matched expectations: Adjusted diluted earnings were $0.67 per share versus consensus of $0.67, while adjusted revenue of $1.87 billion was slightly above the $1.86 billion estimate. Earnings improved from $0.57 per share a year earlier, but the limited upside likely contributed to the muted market reaction. Interactive Brokers third-quarter results
• Negative Sentiment: Valuation and interest-rate risks remain: Investors remain sensitive to IBKR’s elevated valuation and exposure to interest rates. A 25-basis-point decline in U.S. rates could reduce annual net interest income by roughly $83 million, while moderating trading activity and lower commission rates could pressure future growth. Interactive Brokers valuation analysis

Interactive Brokers Group Stock Performance

IBKR traded down $3.34 during trading on Friday, reaching $82.69. The company had a trading volume of 7,263,067 shares, compared to its average volume of 3,882,338. The firm’s 50-day simple moving average is $90.32 and its 200 day simple moving average is $87.12. The company has a market cap of $140.69 billion, a price-to-earnings ratio of 31.80, a PEG ratio of 1.53 and a beta of 1.37. Interactive Brokers Group, Inc. has a 12-month low of $58.95 and a 12-month high of $98.75.

Interactive Brokers Group (NASDAQ:IBKR) last posted its quarterly earnings data on Thursday, October 15th. The financial services provider reported $0.67 EPS for the quarter, meeting analysts’ consensus estimates of $0.67. Interactive Brokers Group had a net margin of 10.03% and a return on equity of 5.50%. The company had revenue of $1.87 billion during the quarter, compared to analyst estimates of $1.86 billion. During the same period in the prior year, the firm earned $0.57 earnings per share. The business’s quarterly revenue was up 15.6% on a year-over-year basis. On average, sell-side analysts expect that Interactive Brokers Group, Inc. will post 2.70 EPS for the current year.

Interactive Brokers Group Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Monday, December 14th. Stockholders of record on Tuesday, December 1st will be issued a dividend of $0.15 per share. This is an increase from Interactive Brokers Group’s previous quarterly dividend of $0.0875. This represents a $0.60 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date is Tuesday, December 1st. Interactive Brokers Group’s dividend payout ratio (DPR) is presently 14.00%.

Analyst Ratings Changes

A number of equities research analysts have weighed in on the stock. Seaport Research Partners raised shares of Interactive Brokers Group to a “buy” rating in a report on Monday, October 12th. The Goldman Sachs Group reaffirmed a “buy” rating and issued a $111.00 price objective on shares of Interactive Brokers Group in a research note on Thursday, October 1st. Evercore began coverage on shares of Interactive Brokers Group in a report on Monday, October 12th. They issued an “outperform” rating and a $100.00 target price on the stock. Capital One Financial set a $105.00 target price on shares of Interactive Brokers Group in a research note on Tuesday, October 6th. Finally, Jefferies Financial Group increased their target price on shares of Interactive Brokers Group from $102.00 to $108.00 and gave the company a “buy” rating in a research note on Wednesday, July 22nd. One research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and six have assigned a Hold rating to the company. Based on data from MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $103.12.

Interactive Brokers Group Profile

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.