Robeco Institutional Asset Management B.V. Acquires 283,474 Shares of Interactive Brokers Group, Inc. $IBKR

Key Points

• Robeco Institutional Asset Management raised its stake in Interactive Brokers by 25.7%, buying 283,474 shares to hold 1,385,951 shares worth about $89.13 million (roughly 0.08% of the company).
• Company insiders have been net sellers, disposing of about 400,000 shares (~$30.7 million) in the past 90 days, including Vice Chairman Earl H. Nemser's sale of 60,200 shares for $4.53 million.
• Interactive Brokers beat Q4 expectations with $0.65 EPS vs. $0.50 est and $1.64B revenue (+18.5% YoY), and analysts hold a consensus "Moderate Buy" with an average price target of $76.97.

Robeco Institutional Asset Management B.V. lifted its holdings in shares of Interactive Brokers Group, Inc. (NASDAQ:IBKR - Free Report) by 25.7% during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,385,951 shares of the financial services provider's stock after purchasing an additional 283,474 shares during the period. Robeco Institutional Asset Management B.V. owned about 0.08% of Interactive Brokers Group worth $89,131,000 at the end of the most recent reporting period.

Other hedge funds also recently made changes to their positions in the company. Successful Portfolios LLC bought a new stake in Interactive Brokers Group in the 4th quarter valued at about $1,431,000. Coerente Capital Management bought a new stake in shares of Interactive Brokers Group during the fourth quarter valued at about $1,147,000. Ritholtz Wealth Management increased its position in shares of Interactive Brokers Group by 5.5% during the fourth quarter. Ritholtz Wealth Management now owns 8,746 shares of the financial services provider's stock valued at $562,000 after buying an additional 453 shares during the period. Eagle Strategies LLC increased its position in shares of Interactive Brokers Group by 2.5% during the fourth quarter. Eagle Strategies LLC now owns 26,679 shares of the financial services provider's stock valued at $1,716,000 after buying an additional 660 shares during the period. Finally, Massachusetts Financial Services Co. MA increased its position in shares of Interactive Brokers Group by 747.6% during the fourth quarter. Massachusetts Financial Services Co. MA now owns 489,748 shares of the financial services provider's stock valued at $31,496,000 after buying an additional 431,970 shares during the period. 23.80% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

Several research analysts recently weighed in on the stock. Zacks Research cut shares of Interactive Brokers Group from a "strong-buy" rating to a "hold" rating in a research report on Tuesday, February 24th. Keefe, Bruyette & Woods assumed coverage on shares of Interactive Brokers Group in a research report on Wednesday, April 8th. They issued a "market perform" rating and a $75.00 price objective on the stock. BMO Capital Markets upped their price objective on shares of Interactive Brokers Group from $80.00 to $82.00 and gave the stock an "outperform" rating in a research report on Wednesday, January 21st. Barclays upped their price objective on shares of Interactive Brokers Group from $83.00 to $85.00 and gave the stock an "overweight" rating in a research report on Wednesday, April 8th. Finally, Jefferies Financial Group decreased their price objective on shares of Interactive Brokers Group from $91.00 to $81.00 and set a "buy" rating on the stock in a research report on Monday, April 6th. Eight research analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the company's stock. According to data from MarketBeat, Interactive Brokers Group has a consensus rating of "Moderate Buy" and a consensus price target of $76.97.

Insider Transactions at Interactive Brokers Group

In other Interactive Brokers Group news, Vice Chairman Earl H. Nemser sold 60,200 shares of the company's stock in a transaction that occurred on Tuesday, January 27th. The stock was sold at an average price of $75.30, for a total value of $4,533,060.00. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Insiders sold a total of 400,000 shares of company stock valued at $30,725,122 over the last ninety days. 2.80% of the stock is owned by corporate insiders.

Interactive Brokers Group Price Performance

Shares of IBKR opened at $71.21 on Monday. The firm has a market cap 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. The stock has a 50 day simple moving average of $70.44 and a two-hundred day simple moving average of $69.05. Interactive Brokers Group, Inc. has a 1 year low of $38.10 and a 1 year high of $79.18.

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

Interactive Brokers Group Dividend Announcement

The company also recently announced a quarterly dividend, which was paid on Friday, March 13th. Shareholders of record on Friday, February 27th were paid a $0.08 dividend. The ex-dividend date of this dividend was Friday, February 27th. This represents a $0.32 annualized dividend and a yield of 0.4%. Interactive Brokers Group's dividend payout ratio is currently 14.48%.

More Interactive Brokers Group News

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

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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