AXQ Capital LP Buys 18,499 Shares of Interactive Brokers Group, Inc. $IBKR

Key Points

• AXQ Capital increased its Interactive Brokers position by 69.6% in the second quarter, buying 18,499 shares for a total holding of 45,065 shares valued at approximately $3.92 million. Institutional investors collectively own 23.8% of IBKR.
• Interactive Brokers reported quarterly EPS of $0.69, beating estimates of $0.64, while revenue rose 28.1% year over year to $1.88 billion. August client DARTs also increased 23% year over year, indicating strong trading activity.
• Analyst sentiment remains constructive but mixed, with the stock carrying a “Moderate Buy” consensus and an average price target of $98.90. The company also declared a quarterly dividend of $0.0875 per share, equal to a 0.4% annualized yield.

AXQ Capital LP increased its position in shares of Interactive Brokers Group, Inc. (NASDAQ:IBKR - Free Report) by 69.6% in the second quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 45,065 shares of the financial services provider's stock after purchasing an additional 18,499 shares during the quarter. AXQ Capital LP's holdings in Interactive Brokers Group were worth $3,922,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in the company. State Street Corp increased its stake in shares of Interactive Brokers Group by 1.0% in the 4th quarter. State Street Corp now owns 18,836,521 shares of the financial services provider's stock valued at $1,211,377,000 after buying an additional 187,763 shares during the period. Cantillon Capital Management LLC raised its holdings in Interactive Brokers Group by 0.8% during the 4th quarter. Cantillon Capital Management LLC now owns 12,759,904 shares of the financial services provider's stock worth $820,589,000 after buying an additional 95,878 shares during the period. Wellington Management Group LLP lifted its stake in Interactive Brokers Group by 17.6% in the third quarter. Wellington Management Group LLP now owns 10,901,171 shares of the financial services provider's stock valued at $750,110,000 after buying an additional 1,630,620 shares in the last quarter. Orbis Allan Gray Ltd boosted its holdings in shares of Interactive Brokers Group by 178.8% in the second quarter. Orbis Allan Gray Ltd now owns 9,740,072 shares of the financial services provider's stock valued at $539,697,000 after buying an additional 6,246,715 shares during the period. Finally, Invesco Ltd. increased its position in shares of Interactive Brokers Group by 44.1% during the fourth quarter. Invesco Ltd. now owns 8,288,379 shares of the financial services provider's stock worth $533,026,000 after acquiring an additional 2,534,772 shares in the last quarter. 23.80% of the stock is owned by institutional investors.

Key Interactive Brokers Group News

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

• Positive Sentiment: Strong Buy ranking and rising EPS estimates: Zacks highlighted IBKR among stocks with improving earnings outlooks. The company currently carries a Zacks Rank #1 (Strong Buy), suggesting analysts have been raising earnings expectations. Bullish EPS Revisions Back IBKR, SNDK, and ROKU
• Positive Sentiment: Trading activity remains strong: August client daily average revenue trades (DARTs) rose 23% year over year, supported by client growth and market volatility. Higher activity can lift commission and transaction-related revenue. IBKR Sees 23% Year-over-Year Rise in Client DARTs in August 2026
• Positive Sentiment: Favorable brokerage-sector momentum: IBKR advanced alongside Robinhood and Webull as bullish analyst actions toward online brokers improved sentiment across the group. Robinhood, Webull and Interactive Brokers Market Rally
• Neutral Sentiment: Analyst consensus is constructive but mixed: IBKR has an average “Moderate Buy” recommendation. UBS initiated coverage with a “Neutral” rating and a $102 price target, indicating some upside but limited conviction. Other reports also describe analysts’ views as conflicted. Interactive Brokers Receives Moderate Buy Recommendation

Interactive Brokers Group Stock Performance

IBKR stock opened at $92.95 on Friday. The company's 50-day simple moving average is $91.98 and its 200 day simple moving average is $83.07. Interactive Brokers Group, Inc. has a 52 week low of $58.95 and a 52 week high of $98.75. The company has a market capitalization of $158.15 billion, a PE ratio of 37.18, a price-to-earnings-growth ratio of 1.65 and a beta of 1.35.

Interactive Brokers Group (NASDAQ:IBKR - Get Free Report) last issued its quarterly earnings data on Tuesday, July 21st. The financial services provider reported $0.69 earnings per share for the quarter, topping the consensus estimate of $0.64 by $0.05. The business had revenue of $1.88 billion during the quarter, compared to analysts' expectations of $1.80 billion. Interactive Brokers Group had a net margin of 9.94% and a return on equity of 5.37%. The business's revenue was up 28.1% on a year-over-year basis. During the same quarter in the previous year, the company earned $0.51 EPS. On average, analysts forecast that Interactive Brokers Group, Inc. will post 2.68 EPS for the current year.

Interactive Brokers Group Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Monday, September 14th. Investors 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 annualized dividend and a yield of 0.4%. Interactive Brokers Group's dividend payout ratio is currently 14.00%.

Analysts Set New Price Targets

Several equities analysts have recently weighed in on IBKR shares. Zacks Research upgraded Interactive Brokers Group from a "hold" rating to a "strong-buy" rating in a report on Wednesday, July 15th. UBS Group cut Interactive Brokers Group from a "buy" rating to a "neutral" rating and upped their price objective for the stock from $50.00 to $102.00 in a research note on Tuesday. Raymond James Financial began coverage on shares of Interactive Brokers Group in a research report on Wednesday, August 26th. They issued a "market perform" rating for the company. Weiss Ratings upgraded shares of Interactive Brokers Group from a "hold (c)" rating to a "hold (c+)" rating in a research note on Wednesday, July 15th. Finally, BMO Capital Markets restated an "outperform" rating and issued a $110.00 price objective (up from $105.00) on shares of Interactive Brokers Group in a research note on Wednesday, July 22nd. Two research analysts have rated the stock with a Strong Buy rating, seven have issued a Buy rating and five have issued a Hold rating to the stock. According to data from MarketBeat.com, Interactive Brokers Group has an average rating of "Moderate Buy" and an average price target of $98.90.

Interactive Brokers Group Profile

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.

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