IBKR · Interactive Brokers Group, Inc.
Price & Indicators
Raw chart and full-history price indicators begin at the captured split on Jun 18, 2025; bars on opposite sides are not compared.
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Strong BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
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| Adjusted diluted EPS non-GAAP | $0.69 | 2Q2026 | — |
| Adjusted income before income taxes non-GAAP | $1.44B | 2Q2026 | — |
GAAP → non-GAAP reconciliationGAAP Income before income taxes - GAAP 1.46B
-21M Currency diversification strategy, net
+8M Mark-to-market on investments
= Adjusted income before income taxes 1.44B
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| Adjusted net income available for common stockholders non-GAAP | $310M | 2Q2026 | — |
GAAP → non-GAAP reconciliationGAAP Net income available for common stockholders - GAAP 312M
-6M Currency diversification strategy, net
+2M Mark-to-market on investments
+1M Income tax effect of above adjustments
= Adjusted net income available for common stockholders 310M
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| Adjusted net revenues non-GAAP | $1.88B | 2Q2026 | — |
GAAP → non-GAAP reconciliationGAAP Net revenues - GAAP 1.9B
-21M Currency diversification strategy, net
+8M Mark-to-market on investments
= Adjusted net revenues 1.88B
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| Adjusted pre-tax profit margin non-GAAP | 77% | 2Q2026 | — |
| Cleared Avg. DARTs per Account (Annualized) | 207 | 2Q2026 | — |
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| Commission per Cleared Commissionable Order | $2.64 | 2Q2026 | — |
| Customer accounts | 5.19M | 2Q2026 | — |
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| Customer credits | 182.4B | 2Q2026 | — |
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| Customer equity | 930.3B | 2Q2026 | — |
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| Customer margin loans | 108.5B | 2Q2026 | — |
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| Net interest margin | 1.93% | 2Q2026 | — |
| Pretax profit margin | 77% | 2Q2026 | — |
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| Total Customer DARTs | 4.82M | 2Q2026 | — |
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Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Capital Markets — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
IBKR
this stock
Interactive Brokers Group, Inc.
|
$43.74B | +50.1% | +9.0% | 38.5 | 1.8% |
|
MS
Morgan Stanley
|
$334.75B | +21.0% | +5.5% | 17.2 | 0.9% |
|
GS
Goldman Sachs Group Inc
|
$303.07B | +18.4% | +8.9% | 16.1 | 2.1% |
|
SCHW
Schwab Charles Corp
|
$189.17B | +8.1% | +22.0% | 19.9 | 1.0% |
|
HOOD
Robinhood Markets, Inc.
|
$98.68B | -3.0% | +51.6% | 48.6 | 3.7% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
Raw-price comparisons begin at the captured split on Jun 18, 2025; windows that need an earlier baseline remain unavailable.
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| IBKR | +7.5% | +6.7% | +44.8% | +9.7% | +50.1% |
| SPY | +1.1% | +4.0% | +14.7% | +3.2% | +13.1% |
| vs SPY | +6.4% | +2.7% | +30.1% | +6.5% | +37.1% |
Capital returns
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.