---
title: "Successful Portfolios LLC Invests $1.43 Million in Interactive Brokers Group, Inc. $IBKR"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/282442187.md"
description: "Successful Portfolios LLC has invested $1.43 million in Interactive Brokers Group, acquiring 20,300 shares during Q4. Other institutional investors, including Vanguard and Bank of America, have also increased their stakes in the company. Interactive Brokers reported a quarterly EPS of $0.65, exceeding estimates, with revenue up 18.5% year-over-year. The company recently declared a quarterly dividend of $0.08, yielding 0.4%. Analysts have mixed ratings, with Jefferies maintaining a \"buy\" rating but lowering the target price from $91 to $81."
datetime: "2026-04-12T10:14:12.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/282442187.md)
  - [en](https://longbridge.com/en/news/282442187.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/282442187.md)
---

# Successful Portfolios LLC Invests $1.43 Million in Interactive Brokers Group, Inc. $IBKR

Successful Portfolios LLC acquired a new position in Interactive Brokers Group, Inc. (NASDAQ:IBKR - Free Report) during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 20,300 shares of the financial services provider's stock, valued at approximately $1,431,000.

-   MarketBeat Week in Review – 03/16 - 03/20

Several other hedge funds have also recently bought and sold shares of IBKR. Vanguard Group Inc. increased its stake in shares of Interactive Brokers Group by 26.4% in the third quarter. Vanguard Group Inc. now owns 52,859,085 shares of the financial services provider's stock valued at $3,637,234,000 after purchasing an additional 11,048,679 shares during the period. Orbis Allan Gray Ltd boosted its position in shares of Interactive Brokers Group by 178.8% during the second quarter. Orbis Allan Gray Ltd now owns 9,740,072 shares of the financial services provider's stock worth $539,697,000 after buying an additional 6,246,715 shares during the period. Bank of America Corp DE boosted its position in shares of Interactive Brokers Group by 225.4% during the second quarter. Bank of America Corp DE now owns 7,594,906 shares of the financial services provider's stock worth $420,834,000 after buying an additional 5,260,923 shares during the period. State Street Corp grew its holdings in Interactive Brokers Group by 23.2% in the 3rd quarter. State Street Corp now owns 18,648,758 shares of the financial services provider's stock worth $1,283,221,000 after buying an additional 3,517,729 shares in the last quarter. Finally, Bamco Inc. NY grew its holdings in Interactive Brokers Group by 359.4% in the 2nd quarter. Bamco Inc. NY now owns 4,198,424 shares of the financial services provider's stock worth $232,635,000 after buying an additional 3,284,457 shares in the last quarter. 23.80% of the stock is currently owned by institutional investors.

## Insider Buying and Selling at Interactive Brokers Group

In related news, Vice Chairman Earl H. Nemser sold 60,200 shares of the firm's stock in a transaction dated Tuesday, January 27th. The stock was sold at an average price of $75.30, for a total transaction of $4,533,060.00. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this link. Insiders sold a total of 400,000 shares of company stock valued at $30,725,122 in the last ninety days. Corporate insiders own 2.80% of the company's stock.

## Interactive Brokers Group Price Performance

-   Can Interactive Brokers Repeat Another Big Year?

NASDAQ IBKR opened at $71.21 on Friday. Interactive Brokers Group, Inc. has a 12 month low of $38.10 and a 12 month high of $79.18. The firm has a market capitalization of $120.80 billion, a PE ratio of 32.15, a P/E/G ratio of 2.00 and a beta of 1.25. The company's 50 day simple moving average is $70.44 and its 200 day simple moving average is $69.02.

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

## Interactive Brokers Group Dividend Announcement

-   3 Under-the-Radar GARP Stocks That Could Beat Big Tech

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

## Wall Street Analysts Forecast Growth

Several analysts have weighed in on the company. Jefferies Financial Group cut their target price on Interactive Brokers Group from $91.00 to $81.00 and set a "buy" rating on the stock in a research note on Monday, April 6th. Zacks Research cut Interactive Brokers Group from a "strong-buy" rating to a "hold" rating in a research note on Tuesday, February 24th. Weiss Ratings reissued a "hold (c)" rating on shares of Interactive Brokers Group in a report on Monday, December 29th. BMO Capital Markets lifted 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. Finally, 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 report on Wednesday. Eight investment analysts have rated the stock with a Buy rating and three have assigned a Hold rating to the stock. According to MarketBeat.com, the stock currently has an average rating of "Moderate Buy" and a consensus price target of $76.97.

**Get Our Latest Stock Analysis on IBKR**

## Key Stories Impacting 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

## Interactive Brokers Group Company Profile

(Free Report)

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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_This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com._

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