Interactive Brokers Group, Inc. $IBKR Stock Bought by B. Riley Wealth Advisors Inc.

Key Points

• B. Riley Wealth Advisors increased its Interactive Brokers stake by 416% in the third quarter, bringing its holdings to 14,442 shares valued at approximately $1.23 million. Institutional investors and hedge funds collectively own 23.8% of IBKR.
• Interactive Brokers reported quarterly earnings of $0.67 per share, matching estimates, while revenue rose 15.6% year over year to $1.87 billion and slightly exceeded expectations.
• Analysts maintain a generally positive outlook, with the stock receiving a “Moderate Buy” consensus rating and an average price target of $103.18, compared with a recent trading price of $86.03.

B. Riley Wealth Advisors Inc. lifted its stake in shares of Interactive Brokers Group, Inc. (NASDAQ:IBKR - Free Report) by 416.0% during the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 14,442 shares of the financial services provider's stock after purchasing an additional 11,643 shares during the quarter. B. Riley Wealth Advisors Inc.'s holdings in Interactive Brokers Group were worth $1,234,000 at the end of the most recent reporting period.

Several other large investors also recently made changes to their positions in the company. Bamco Inc. NY increased its holdings in shares of Interactive Brokers Group by 0.7% during the fourth quarter. Bamco Inc. NY now owns 4,643,376 shares of the financial services provider's stock valued at $298,616,000 after acquiring an additional 33,608 shares in the last quarter. Bessemer Group Inc. raised its position in shares of Interactive Brokers Group by 156.0% during the first quarter. Bessemer Group Inc. now owns 3,922,736 shares of the financial services provider's stock worth $263,097,000 after purchasing an additional 2,390,247 shares during the period. Amundi raised its position in shares of 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 purchasing an additional 934,843 shares during the period. Bank of New York Mellon Corp bought a new position in shares of Interactive Brokers Group in the 2nd quarter worth $210,639,000. Finally, Progeny 3 Inc. lifted its holdings in shares of Interactive Brokers Group by 3.1% in the 1st quarter. Progeny 3 Inc. now owns 2,195,640 shares of the financial services provider's stock worth $147,262,000 after purchasing an additional 65,880 shares in the last quarter. 23.80% of the stock is currently owned by institutional investors and hedge funds.

Interactive Brokers Group Trading Up 2.2%

NASDAQ IBKR opened at $86.03 on Friday. The firm has a market capitalization of $146.37 billion, a P/E ratio of 34.41, a PEG ratio of 1.49 and a beta of 1.37. The business has a fifty day simple moving average of $90.43 and a 200 day simple moving average of $87.16. 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 - Get Free Report) last issued its quarterly earnings data on Thursday, October 15th. The financial services provider reported $0.67 earnings per share for the quarter, meeting the consensus estimate of $0.67. The business had revenue of $1.87 billion for the quarter, compared to analysts' expectations of $1.86 billion. Interactive Brokers Group had a return on equity of 5.37% and a net margin of 9.94%. The business's revenue was up 15.6% on a year-over-year basis. During the same period last year, the business earned $0.57 EPS. As a group, sell-side analysts predict that Interactive Brokers Group, Inc. will post 2.69 EPS for the current fiscal year.

Interactive Brokers Group Announces Dividend

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

Analysts Set New Price Targets

Several analysts recently issued reports on IBKR shares. Rothschild & Co Redburn lifted their price target on shares of Interactive Brokers Group from $94.00 to $95.00 and gave the company a "buy" rating in a research report on Monday, September 21st. Barclays restated an "overweight" rating and set a $115.00 price objective (up from $114.00) on shares of Interactive Brokers Group in a report on Wednesday, October 7th. China Renaissance started coverage on shares of Interactive Brokers Group in a report on Tuesday, July 7th. They set a "hold" rating and a $99.90 price objective on the stock. Zacks Research lowered shares of Interactive Brokers Group from a "strong-buy" rating to a "hold" rating in a research note on Thursday, September 24th. Finally, Piper Sandler set a $109.00 price objective on shares of Interactive Brokers Group and gave the company an "overweight" rating in a research note on Wednesday, July 22nd. One investment analyst has rated the stock with a Strong Buy rating, eleven have issued a Buy rating and six have assigned a Hold rating to the stock. Based on data from MarketBeat, the company has an average rating of "Moderate Buy" and an average target price of $103.18.

Key Interactive Brokers Group News

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

• Positive Sentiment: Adjusted diluted earnings per share rose to $0.67 from $0.57 a year earlier, while adjusted net revenue increased 15.6% to $1.87 billion. Adjusted EPS matched consensus and revenue modestly exceeded the $1.86 billion estimate. Interactive Brokers Group Announces 3Q2026 Results
• Positive Sentiment: Interactive Brokers declared approximately a 71% increase in its quarterly cash dividend, with the next payment scheduled for December 14, 2026. The increase signals confidence in cash generation and improves the stock’s income appeal. Interactive Brokers Raises Dividend About 71% as Third-Quarter Profit Climbs
• Positive Sentiment: Evercore ISI initiated coverage with an Outperform rating, adding a new bullish analyst view that could support investor sentiment. Evercore ISI initiates coverage
• Neutral Sentiment: Management’s earnings call is likely to remain important for investors assessing customer growth, trading activity, net interest income and product expansion, including cryptocurrency staking and AI-enabled tools. Q3 2026 Earnings Call Transcript
• Negative Sentiment: The earnings reaction was restrained because adjusted EPS only met expectations, and trading-related revenue reportedly missed estimates. Reports said the shares initially declined despite the revenue beat and dividend increase. Interactive Brokers trades lower despite Q3 results

About Interactive Brokers Group

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.

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