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Keefe, Bruyette & Woods cuts Interactive Brokers shares to Market Perform

EditorNatashya Angelica
Published 11/07/2024, 19:50
IBKR
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On Thursday, Keefe, Bruyette & Woods adjusted its stance on shares of Interactive Brokers Group (NASDAQ:IBKR), changing the rating to Market Perform from Outperform. The firm also set a new price target for the brokerage company at $135. The revision follows the anticipation of a shift in monetary policy, with interest rate cuts on the horizon, as indicated by the current futures market.

The decision to downgrade comes after a period of significant growth for Interactive Brokers, with the stock value more than doubling over the past two years and witnessing a roughly 50% increase since the start of the year.

The firm's analyst pointed to expectations of decelerated growth in net interest income (NII) and earnings per share (EPS) over the forthcoming two years, influenced by the likelihood of global central banks initiating interest rate reductions.

Earlier in the week, the same analyst had upgraded Charles Schwab (NYSE:SCHW) Corporation, predicting the financial services company would benefit from a turning point in sweep cash balances. This perspective is maintained despite a cautious approach for the second half of 2024.

The market's anticipation of interest rate cuts, with futures suggesting a roughly 75% probability of a reduction in September, has prompted Keefe, Bruyette & Woods to reassess its recommendations. The firm is adjusting its positions in anticipation of the changing financial landscape, which could impact the performance of companies within its coverage.

Interactive Brokers, known for its electronic brokerage services, has seen robust performance in recent years. Still, the forthcoming economic adjustments, particularly the expected slowdown in interest rates, are likely to temper the rate of growth for the company, as per the firm's analysis. The new price target of $135 reflects this updated outlook.

InvestingPro Insights

As Interactive Brokers Group (NASDAQ:IBKR) navigates the market's anticipation of interest rate cuts, it's essential to consider the company's financial health and growth prospects.

InvestingPro data shows that Interactive Brokers has a market capitalization of $51.18 billion and a P/E ratio of 20.59, which adjusts slightly to 20.78 when considering the last twelve months as of Q1 2024. The company's revenue growth has been impressive, with a 28.41% increase over the last twelve months and a 14.22% increase in the most recent quarter of Q1 2024.

Two InvestingPro Tips that are particularly relevant to the article are that analysts have revised their earnings upwards for the upcoming period, and the company is trading at a low P/E ratio relative to near-term earnings growth.

These insights suggest that despite the expected slowdown in interest rates, Interactive Brokers may still have potential for earnings growth. Moreover, the company has maintained dividend payments for 15 consecutive years, which could be a sign of its financial stability and commitment to shareholder returns.

For readers looking to delve deeper into Interactive Brokers' performance and investment potential, additional InvestingPro Tips are available. There are 9 more tips that can offer further guidance on whether IBKR is a sound investment choice. To explore these insights, visit https://www.investing.com/pro/IBKR and remember to use coupon code PRONEWS24 to get up to 10% off a yearly Pro and a yearly or biyearly Pro+ subscription.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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