Inside the research
Interactive Brokers Group, Inc.
IBKR Research profile · latest available data
Price overview
$89.24
▼ -0.58 (-0.6%)
| 52w hi | $98.10 |
|---|---|
| 52w lo | $60.79 |
| Vol | 2.89M |
| As of | 25 Sep 2026 |
The Verdict
Our score +0.21
| Short | +0.26 |
|---|---|
| Medium | +0.22 |
| Long | +0.08 |
computed 2026-09-27
Key fundamentals
Interactive Brokers Group, Inc.
Financial Services · Capital Markets
| Market cap | $152.05B |
|---|---|
| Enterprise value | -$28.30B |
| Trailing P/E | 35.41x |
| Forward P/E | 27.92x |
| P / S (ttm) | 22.25x |
| Profit margin | 16.5% |
| Return on equity | 24.0% |
| Revenue growth | +26.3% |
| Earnings growth | +35.3% |
| Debt / equity | 205.75 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.21 | |
| Sector | +0.02 | |
| Technical | +0.17 | |
| Earnings | +0.00 | |
| Sentiment | +0.00 |
macro × 1.00 · 2026-09-27
Business overview
Interactive Brokers Group, Inc. operates as an automated electronic broker in the United States and internationally. The company engages in the execution, clearance, and settlement of trades in stocks, options, futures, foreign exchange instruments, bonds, precious metals, and cryptocurrencies; and the company provides custody, prime brokerage, securities, and margin lending services. It also offers custody and service accounts for hedge and mutual funds, ETFs, registered investment advisors, proprietary trading groups, introducing brokers, and individual investors. In addition, the company provides trading platforms, including IBKR Trader Workstation, IBKR Desktop, IBKR Mobile, and IBKR Client Portal platform, as well as IBKR GlobalTrader mobile application, and IBKR APIs, builds custom trading applications and automates any part of the trading process. Further, it offers IBKR Pro, IBKR Lite, IBKR Universal Account, insured bank deposit sweep program, investors' marketplace, mutual fund marketplace, bond marketplace, forecast and event contracts, fractional trading, no transaction fee program for exchange-traded funds, overnight trading hours, and karta visa infinite charge card. It serves institutional and individual customers through electronic exchanges and market centers. Interactive Brokers Group, Inc. was founded in 1977 and is headquartered in Greenwich, Connecticut.
Risk Metrics
| Beta vs SPX | 1.75 |
|---|---|
| Corr SPX | 0.67 |
| Annual vol | 42.2% |
| Annual ret | +58.3% |
| Sharpe | 1.38 |
| Max DD | -38.7% |
Window: 504 trading days (504 obs)
Analyst Coverage
| Mean PT | $86.00 |
|---|---|
| High / Low | $99.00 / $64.00 |
| Median | $89.00 |
| Analysts | 10 |
| Strong Buy | 2 | |
|---|---|---|
| Buy | 6 | |
| Hold | 1 | |
| Sell | 0 | |
| Strong Sell | 1 |
Recent rating actions
| 2026-04-22 | Piper Sandler | → Overweight |
| 2026-04-22 | Goldman Sachs | → Buy |
| 2026-04-22 | BMO Capital | → Outperform |
| 2026-04-22 | Barclays | → Overweight |
| 2026-04-08 | Barclays | → Overweight |
| 2026-04-06 | Jefferies | → Buy |
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-07-31 | Other Material Event, Exhibits | read |
| 2026-07-31 | Other Material Event, Exhibits | read |
| 2026-07-21 | Earnings Release, Exhibits | read |
| 2026-04-29 | Shareholder Vote, Exhibits | read |
| 2026-04-21 | Earnings Release, Exhibits | read |
| 2026-01-20 | Earnings Release, Exhibits | read |
| 2025-10-16 | Earnings Release, Exhibits | read |
| 2025-07-30 | Other Material Event | read |
| 2025-07-17 | Earnings Release, Exhibits | read |
| 2025-04-23 | Shareholder Vote | read |
| 2025-04-15 | Earnings Release, Other Material Event… | read |
| 2025-01-21 | Earnings Release, Exhibits | read |
Insider Trades
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 2026-08-03 | Conkling Lori A | Director | Buy | 25 | $2.18K |
| 2026-07-31 | Nemser Earl H | Director, Officer, Vice C | Grant | 803.57K | $70.71M |
| 2026-07-01 | Conkling Lori A | Director | Buy | 25 | $2.20K |
| 2026-06-01 | Conkling Lori A | Director | Buy | 25 | $2.15K |
| 2026-05-08 | Brody Paul Jonathan | Director, Officer, Chief | Withheld for tax | 82.92K | $7.00M |
| 2026-05-08 | Frank Thomas AJ | Officer, Executive Vice P | Withheld for tax | 31.73K | $2.68M |
| 2026-05-08 | Mendonca Denis | Officer, Chief Accounting | Withheld for tax | 11.16K | $941.87K |
| 2026-05-08 | Galik Milan | Director, Officer, Chief | Withheld for tax | 255.04K | $21.53M |
| 2026-05-08 | Nemser Earl H | Director, Officer, Vice C | Withheld for tax | 22.49K | $1.90M |
| 2026-05-01 | Conkling Lori A | Director | Buy | 25 | $1.99K |
Flow & Concentration
| Insider 180d net | -$1.99M |
|---|---|
| Insider buys / sells | 5 / 1 |
| Insider bias | Neutral |
| 13F holders | 0 |
| Top-5 share | 0.0% |
| HHI | 0 (—) |
Connections
Parents: CLUB
Dividends
| Yield (TTM) | 0.18% |
|---|---|
| $ / share (TTM) | $0.16 |
| 5y CAGR | +24.8% |
Annual dividend per share
| 2021 | $0.10 |
|---|---|
| 2022 | $0.10 |
| 2023 | $0.10 |
| 2024 | $0.21 |
| 2025 | $0.30 |
| 2026 | $0.08 |
SEC Filings
The Long Run
FY 2010–2025 · 16 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $1.98B | -0.7% | |
| Net income | $41.78M | -23.4% | |
| Cash from ops | $4.54B | +8.6% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $90.00 | $90.57 | $88.53 | $89.24 | 2.89M |
| Sep 24 | $90.53 | $91.19 | $89.10 | $89.82 | 3.98M |
| Sep 23 | $91.36 | $93.53 | $90.92 | $91.56 | 3.96M |
| Sep 22 | $92.85 | $93.20 | $89.71 | $91.88 | 4.06M |
| Sep 21 | $92.50 | $93.94 | $91.58 | $93.21 | 3.47M |
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