Hedeker Wealth LLC Makes New $1.82 Million Investment in Interactive Brokers Group, Inc. $IBKR

Key Points

• Hedeker Wealth LLC opened a new position in Interactive Brokers (NASDAQ:IBKR) in Q4, buying 28,353 shares worth roughly $1.82 million.
• Interactive Brokers recently beat quarterly estimates with EPS of $0.65 (vs. $0.50 expected) and revenue of $1.64 billion, up 18.5% year-over-year, and trades with a market cap of ~$120.8 billion and a P/E of 32.15.
• Company insiders have sold about 400,000 shares (~$30.7 million) over the past 90 days (including a 60,200-share sale by Vice Chairman Earl H. Nemser), while the firm pays a modest quarterly dividend of $0.08 (annualized yield ~0.4%).

Hedeker Wealth LLC bought a new position in shares of Interactive Brokers Group, Inc. (NASDAQ:IBKR - Free Report) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 28,353 shares of the financial services provider's stock, valued at approximately $1,823,000.

Other hedge funds also recently bought and sold shares of the company. Murphy & Mullick Capital Management Corp purchased a new position in Interactive Brokers Group during the third quarter worth about $27,000. N.E.W. Advisory Services LLC boosted its stake in Interactive Brokers Group by 300.0% during the second quarter. N.E.W. Advisory Services LLC now owns 632 shares of the financial services provider's stock worth $35,000 after buying an additional 474 shares during the period. Blue Trust Inc. boosted its stake in Interactive Brokers Group by 236.0% during the fourth quarter. Blue Trust Inc. now owns 672 shares of the financial services provider's stock worth $43,000 after buying an additional 472 shares during the period. Ramsey Quantitative Systems purchased a new position in Interactive Brokers Group during the second quarter worth about $44,000. Finally, Darwin Wealth Management LLC purchased a new position in Interactive Brokers Group during the second quarter worth about $45,000. Hedge funds and other institutional investors own 23.80% of the company's stock.

Interactive Brokers Group Price Performance

Shares of Interactive Brokers Group stock opened at $71.21 on Monday. Interactive Brokers Group, Inc. has a 52-week low of $38.10 and a 52-week high of $79.18. The company has a 50 day moving average of $70.44 and a 200 day moving average of $69.05. The company has a market capitalization of $120.80 billion, a P/E ratio of 32.15, a P/E/G ratio of 2.00 and a beta of 1.25.

Interactive Brokers Group (NASDAQ:IBKR - Get Free Report) last issued its quarterly earnings results on Tuesday, January 20th. The financial services provider reported $0.65 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.50 by $0.15. Interactive Brokers Group had a net margin of 9.44% and a return on equity of 5.12%. The company had revenue of $1.64 billion during the quarter, compared to the consensus estimate of $1.58 billion. During the same quarter in the previous year, the firm earned $0.51 earnings per share. The firm's quarterly revenue was up 18.5% on a year-over-year basis. As a group, research analysts anticipate that Interactive Brokers Group, Inc. will post 7.46 earnings per share for the current fiscal year.

Interactive Brokers Group Announces Dividend

The business also recently disclosed a quarterly dividend, which was paid on Friday, March 13th. Shareholders of record on Friday, February 27th were issued a dividend of $0.08 per share. The ex-dividend date of this dividend was Friday, February 27th. This represents a $0.32 dividend on an annualized basis and a yield of 0.4%. Interactive Brokers Group's dividend payout ratio (DPR) is presently 14.48%.

Insiders Place Their Bets

In other Interactive Brokers Group news, Vice Chairman Earl H. Nemser sold 60,200 shares of the firm's stock in a transaction that occurred on Tuesday, January 27th. The shares were sold at an average price of $75.30, for a total transaction of $4,533,060.00. The transaction was disclosed in a legal filing with the SEC, which is available at this hyperlink. Insiders have sold a total of 400,000 shares of company stock worth $30,725,122 over the last 90 days. 2.80% of the stock is currently owned by company insiders.

Trending Headlines about Interactive Brokers Group

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

• Positive Sentiment: Measured short interest fell ~15.3% through March to ~10.23M shares (days-to-cover ~2.0), which reduces one source of downward pressure and indicates fewer forced buys on any rally.
• Positive Sentiment: Founder Thomas Peterffy discussed moving into prediction markets on the Odd Lots podcast — a potential new product avenue for the platform that could diversify revenue and client engagement. Interactive Brokers Founder on Entering the Prediction Space
• Positive Sentiment: Options-focused services are generating trade interest: Schaeffer's published a call-trading recommendation on IBKR, signaling retail/options demand that can support near-term upside and liquidity. Why It's Time to Trade Calls on IBKR Stock
• Neutral Sentiment: Keefe, Bruyette & Woods initiated coverage on IBKR — fresh analyst coverage increases visibility and could bring institutional flows, but the note's tone and rating drive the impact. Keefe, Bruyette & Woods Initiates Coverage on Interactive Brokers Group NASDAQ: IBKR
• Neutral Sentiment: Long-form analysis (Seeking Alpha) highlights IBKR as a high-quality, automation-driven business with strong margins but premium valuation — supportive of long-term thesis but argues buying on pullbacks. Interactive Brokers: A Compounding Machine That Deserves To Be Bought Patiently
• Neutral Sentiment: Multiple Zacks/market-alert pieces note elevated investor attention; these drive headlines and retail interest but contain limited fundamental news. Interactive Brokers Group, Inc. (IBKR) Declines More Than Market: Some Information for Investors Interactive Brokers Group, Inc. (IBKR) is Attracting Investor Attention: Here is What You Should Know
• Neutral Sentiment: Site comparisons and reviews (AmericanBankingNews) keep IBKR in the conversation versus peers; useful for longer-term positioning but not an immediate catalyst. Reviewing Interactive Brokers Group NASDAQ: IBKR and LPL Financial NASDAQ: LPLA
• Negative Sentiment: Controversial comments by founder Thomas Peterffy (suggesting legalizing insider trading would make markets fairer) created reputational risk and negative headlines that can sap sentiment and trigger short-term selling. Interactive Brokers Founder Says Legalizing Insider Trading Would Make Markets More Fair

Analyst Upgrades and Downgrades

Several research analysts have weighed in on IBKR shares. Weiss Ratings reaffirmed a "hold (c)" rating on shares of Interactive Brokers Group in a research note on Monday, December 29th. Barclays increased their target price on shares of Interactive Brokers Group from $83.00 to $85.00 and gave the stock an "overweight" rating in a research note on Wednesday, April 8th. Jefferies Financial Group lowered their price objective on shares of Interactive Brokers Group from $91.00 to $81.00 and set a "buy" rating for the company in a research note on Monday, April 6th. Keefe, Bruyette & Woods assumed coverage on shares of Interactive Brokers Group in a research note on Wednesday, April 8th. They issued a "market perform" rating and a $75.00 price objective for the company. Finally, BMO Capital Markets raised their price objective on shares of Interactive Brokers Group from $80.00 to $82.00 and gave the company an "outperform" rating in a research note on Wednesday, January 21st. Eight analysts have rated the stock with a Buy rating and three have issued a Hold rating to the stock. Based on data from MarketBeat.com, the stock has an average rating of "Moderate Buy" and a consensus target price of $76.97.

About Interactive Brokers Group

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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