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IBKR

Interactive Brokers Group, Inc.
$93.40 -1.17 (-1.24%) At close · Jul 8
Market Cap
$42.71B
Shares
445,484,764

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$93.40 Open$92.81 Day$92.19–94.11 52W$56.13–97.84 Avg vol 30d5.3M Short int14.2M · 3.2% float · 2.9d Short vol23% Last earningsApr 21, 2026 DataJan 2020–Jul 2026 Filing10-Q · May 7
Equibles Rating blended score · not investment advice
Overall
Buy
SellHoldBuy
Technical Buy Momentum Very Strong Sentiment Neutral Fundamentals Strong Quant / Vol High
Market backdrop VIX 16.9 · calm Equity put/call 0.86
Technical
price trend
Buy
50 / 200-day cross No cross
Price vs 200-day avg +26%
above
Price vs 50-day avg +7%
above
RSI (14) 56
neutral
MACD trend Negative
52-week position 89%
near high
Momentum
relative strength
Very Strong
1-month return +7%
trailing
6-month return +32%
trailing
YTD return +45%
this year
Relative strength +25%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $87 › 200d $74 — 50d above 200d
Institutional flow Accumulating
30 of 1,000 funds reported for Jun 30 · net +49.8K sh shares · +5 new
Insider flow Distributing
Net -$2.0M over 90 days · 50% sells
Short interest Rising
3.18% of float · ▲ +6.3% MoM · 2.9 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
1,000 holders — near 3-yr high, broad support
Squeeze score 57
elevated · 0–100
Fundamentals
Strong
Revenue growth +9%
Y/Y
EPS growth +28%
Y/Y
Valuation P/E 41.2
rich
Balance sheet $5.0B
net cash
Quant / Vol
risk profile
High
Volatility 38%
annualized · 1-yr
Max drawdown −19%
past year
ATR 4.2%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Up next
Next earnings call
Jul 22, 2026 Est · unconfirmed · in 2 wks
FQ3-26 quarter ends
~Sep 30, 2026 Est
filed May 7, 2026
AI Brief

TL;DR.

Bullish
    Bearish

      AI-generated from the earnings call and 8-K · may contain errors · not investment advice

      Technicals

      trend & momentum for long-term holders Buy
      1 · 2 · 3
      50 / 200-day cross
      No cross Neutral
      Price vs 200-day avg
      +26% Bullish
      Price vs 50-day avg
      +7% Bullish
      RSI (14)
      56 Neutral
      MACD trend
      Negative Bearish
      52-week position
      89% Bullish
      Market signals — smart money & positioning
      Mixed
      Trend (MA cross) No cross
      50d $87 › 200d $74 — 50d above 200d
      Institutional flow Accumulating
      30 of 1,000 funds reported for Jun 30 · net +49.8K sh shares · +5 new
      Insider flow Distributing
      Net -$2.0M over 90 days · 50% sells
      Short interest Rising
      3.18% of float · ▲ +6.3% MoM · 2.9 days cover
      Volume signal Normal
      Volume near normal
      Institution breadth Multi-yr high
      1,000 holders — near 3-yr high, broad support
      Price context
      position in its 52-week range
      52-wk low $56 Now $93 · 89% 52-wk high $98
      vs 200-day avg +26% vs 50-day avg +7%

      Illustrative technical + ownership context — a signal mix, not investment advice.

      Key metrics

      the company's own KPIs, from its earnings releases, calls, and filings
      Metric Latest Period YoY
      Customer accounts 4.75M 1Q2026
      client equity $789B Q1 2026 call
      clients' uninvested cash balances $169B Q1 2026 call
      commission per cleared commissionable order $2.69 Q1 2026 call
      compensation expense to adjusted net revenues ratio non-GAAP 10% Q1 2026 call
      futures contract volumes growth 20% Q1 2026 call
      gross transactional profit margin 87% Q1 2026 call
      headcount 3,232 Q1 2026 call
      NIM table net interest income $953M Q1 2026 call
      options contract volumes growth 16% Q1 2026 call
      overnight trading volumes 8.1M Q1 2026 call
      stock share volumes growth 25% Q1 2026 call
      total customer DARTs 4.4M Q1 2026 call
      Adjusted EPS non-GAAP $0.65 Q4 2025
      Adjusted income before income taxes non-GAAP 1.33B Q4 2025
      Customer margin loans 90.2B Q4 2025

      Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file

      Versus peers

      Capital Markets — same industry group
      Open screener →
      Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
      IBKR
      Interactive Brokers Group, Inc.
      this stock
      $42.71B +45.4% +30.6% 41.2 3.2%
      MS
      Morgan Stanley
      $343.96B +23.5% +5.5% 19.8 1.1%
      GS
      Goldman Sachs Group Inc
      $303.75B +17.8% 18.8 2.3%
      SCHW
      Schwab Charles Corp
      $176.87B +2.1% -9.3% 20.2 1.3%
      HOOD
      Robinhood Markets, Inc.
      $102.23B +0.4% +51.6% 55.1 4.1%

      Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

      At a glance

      key data from every section
      Ownership
      Institutional Holders Accumulating
      Holders
      1,005
      % held
      83.5%
      Reported
      30 of 1,000
      Top holder
      BlackRock, Inc.
      Held Float
      View
      Held by Funds
      Fund positions
      703
      View
      Short & Settlement
      Short Interest Rising
      Shares short
      14.2M
      Days to cover
      2.9d
      Change
      +840.1K sh
      View
      Short Volume
      Short vol %
      23%
      As of
      Jul 8, 2026
      Short Total
      View
      Fails to Deliver
      FTD shares
      688
      Value
      $61.1K
      As of
      Jun 12, 2026
      View
      Off-Exchange
      Off-exchange %
      29.4%
      Week of
      Jun 15, 2026
      Off-exch Lit
      View
      Smart Money
      Insider Trades Net selling
      Net (90d)
      -$2.0M
      Buyers / Sellers
      1 / 1
      Buyers Sellers
      View
      Congressional Trades Sell
      Member
      Lisa McClain
      Amount
      $1.0K–$15.0K
      Traded
      Oct 14, 2025
      View
      Financials
      Financials
      Revenue (FY)
      $2.4B
      Net income (FY)
      $44.5M
      EPS diluted
      $2.22
      View
      Buybacks
      Authorized
      shares 8.0M
      View
      Filings
      SEC Filings
      Latest
      10-Q
      Filed
      May 7, 2026
      This year
      7
      View
      Proposed Sales
      Value
      $2.0M
      Shares
      26.0K
      Filed
      Apr 28, 2026
      View
      Earnings & Events
      Earnings Calls
      Last call
      Apr 21, 2026
      View

      Performance

      5D 20D 120D MTD YTD
      IBKR +7.3% +6.9% +32.5% +7.3% +45.4%
      SPY -0.2% +0.8% +7.4% -0.2% +9.3%
      vs SPY +7.5% +6.1% +25.0% +7.5% +36.1%

      Capital returns

      Latest dividend
      $0.088 / share · ex Jun 1, 2026
      Raised 10%
      Paid (TTM)
      $0.328 / share · 4 payouts
      Dividend yield (TTM, derived)
      0.35%
      Buyback program · as of Sep 26, 2008
      Authorized
      shares 8.00M
      Spent (derived)
      Remaining

      Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

      Key facts CIK 1381197 CUSIP 45841N107 13F (30d) 37 filings 33 filers Visit website Investor relations