Skip to main content
Equibles
IBKR logo

IBKR · Interactive Brokers Group, Inc.

Track IBKR — free

Use IBKR with AI

Add company filings, earnings and prices to ChatGPT or Claude, then ask questions in your own chat.

Choose your app for step-by-step connection instructions. Sign in with Equibles when asked; no code or API key is needed.

Claude ChatGPT

After connecting, ask your AI to use Equibles to research IBKR.

Other apps & server URL
https://mcp.equibles.com/mcp
Gemini CLI setup
or ask here

Free, nothing to set up — ALVIS runs on the same tools and cites every figure.

See what you can ask in ChatGPT or Claude

All connection guides →
$81.79 +0.46 (+0.57%) At close · Nov 13
S&P 500 member Russell 1000 member Rebalance outlook locked
Market Cap
$37.06B
Shares
453.10M
Volume · Nov 13 3.43M Avg daily vol (3M) 4.32M

Price & Indicators

Drag to pan · scroll to zoom
Indicators
Price
Panels
Event markers
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$81.79 Open$81.93 Day$80.49–82.09 52W close$61.05–98.19 Avg vol 30d4.8M Short int14.1M · 3.1% of shares · 2.9d Short vol51% Last earningsOct 15, 2026 DataJan 2020–Nov 2026 Filing10-Q · Nov 5

Up next

Next earnings call
Jan 19, 2027 Est · unconfirmed · in 9 wks
Q3 2026 earnings call transcript
call held Oct 15, 2026
Play latest call

Latest documents

2026
Nov 5
Quarterly report 10-Q FY2026 Q3, ended Sep 30
Net revenues rose 16% as net interest income increased 19%

Interactive Brokers Group, Inc. reported net revenues of $1.91 billion, up 16%, and net interest income of $1.15 billion, up 19%. Diluted earnings per share were $0.69, compared with $0.59 in the prior-year quarter.

Revenue $1.91B ▲ 15.6% Net income $1.35B ▲ 13.7% Diluted EPS $0.69 ▲ 16.9%
Read from the MD&A section
4 source passages
Interactive Brokers Group, Inc. (the “Company” or “IBG, Inc.”) is a holding company whose primary asset is its ownership of approximately 26.6% of the membership interests of IBG LLC. Total net revenues, for the current quarter, increased $259 million, or 16%, compared to the prior-year quarter, to $1.91 billion. Net interest income increased 19% to $1.15 billion primarily on higher average customer margin loans and customer credit balances. Diluted earnings per share were $0.69 for the current quarter, compared to diluted earnings per share of $0.59 for the prior-year quarter. Open the document at this passage
Oct 15
Earnings call
Q3 2026 earnings call

Interactive Brokers Group reported record pre-tax profit with a 78% pre-tax margin and raised its annual dividend from 35 cents to 60 cents. Commissions rose 12% to $602 million and net interest income grew 19% year-on-year to over $1.1 billion.

Oct 15
Current report 8-K
Financial results

Interactive Brokers Group reported diluted EPS of $0.69 and net revenues of $1.91 billion for the quarter ended September 30, 2026, and raised its quarterly dividend from $0.0875 to $0.15 per share. Customer accounts grew 35% to 5.58 million and total equity reached $23.3 billion.

Aug 6
Quarterly report 10-Q FY2026 Q2, ended Jun 30
Quarterly report for FY2026 Q2 AI summary on its way
Revenue $1.9B ▲ 28.1% Net income $1.34B ▲ 33.0% Diluted EPS $0.69 ▲ 35.3%
Jul 31
Current report 8-K
Other events AI summary on its way
All documents

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$7.12B
Trailing 12 months
Net income (TTM)
$5.06B
Trailing 12 months
Revenue growth YoY
+15.6%
Year over year
Operating margin
—
Trailing 12 months
P / E (TTM)
31.3
Trailing earnings · reciprocal yield 3.2%
FCF yield
—
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
—
Latest balance sheet
Dividend yield
0.4%
Trailing 12 months
Shares change YoY
+1.7%
Year over year · more shares
Price change (1Y)
+22.0%
Trailing year
Short interest
3.1%
Latest settlement · 2.9 days to cover
View all 125 metrics

Quarterly results

Revenue Net income Net loss
▲21.8% $1.39B $969.00M '24 Q4* ▲18.6% $1.43B $964.00M '25 Q1 ▲20.3% $1.48B $1.01B '25 Q2 ▲21.2% $1.66B $1.19B '25 Q3 ▲18.5% $1.64B $1.20B '25 Q4* ▲17% $1.67B $1.17B '26 Q1 ▲28.1% $1.90B $1.34B '26 Q2 LATEST ▲15.6% $1.91B $1.35B '26 Q3

* Q4 derived as the full year minus Q1 to Q3.

AI Brief

Q3 FY26 earnings call · Oct 15, 2026
Q3 FY26

TL;DR. Interactive Brokers reported record pre-tax profit and an 18% YoY rise in DARTs on 35% customer-account growth, while raising its quarterly dividend from $0.0875 to $0.15; however, stock share volumes fell 24% YoY and average DARTs per account dropped 14% as overall trading activity moderated sequentially.

Bullish
  • + Net interest income grew 19% YoY to over $1.1 billion on higher balances
  • + Total DARTs up 18% YoY to 4.27 million with commissions up 12% to $602 million
  • + Pretax profit was a record at a 78% pre-tax margin, the eighth consecutive quarter above 70%
  • + Overnight trading volumes grew from 3.5M to over 10M trades YoY
Bearish
  • − Stock share volumes fell 24% YoY and 16% sequentially
  • − Other income declined 18% YoY to $70M due to lower investment gains

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

Equibles Rating

blended score · not investment advice
Overall
Neutral
SellHoldBuy
Technical Buy Momentum Strong Sentiment Neutral Fundamentals Strong Quant / Vol High
Market backdrop VIX 19.3 · elevated Equity put/call 0.63
Technical
price trend
Buy
50 / 200-day cross No cross
Price vs 200-day avg −2%
below
Price vs 50-day avg −4%
below
RSI (14) 51
neutral
MACD trend Positive
52-week position 56%
mid-range
Momentum
relative strength
Strong
1-month return −1%
trailing
6-month return −1%
trailing
YTD return +27%
this year
Relative strength −2%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $85 › 200d $83 — 50d above 200d
Institutional flow Accumulating
997 of 1,128 funds reported for Sep 30 · net +9.3M sh shares · +91 new
Insider flow Distributing
Net -$2.1M over 90 days · 100% sells
Short interest Rising
3.10% of shares out · ▲ +7.8% MoM · 2.9 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
1,128 holders — near 3-yr high, broad support
Squeeze score 48
elevated · 0–100
Fundamentals
Strong
Revenue growth +9%
Y/Y
EPS growth +28%
Y/Y
Valuation P/E 31.3
rich
Quant / Vol
risk profile
High
Volatility 40%
annualized · 1-yr
Max drawdown −26%
past year
ATR 4.1%
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.

Guidance & track record

Latest guidance · from the Earnings Call filed Oct 19, 2021
next 25 basis point increase
Additional annual net interest income from the next 25 basis poi $107M
by the end of the year
Gross revenue from servicing Futu and Tiger $75M
going forward indefinitely
Account growth 30%
Previous outlook earlier release · from the Earnings Call filed Jul 20, 2021

Still-open targets the latest release did not restate under the same label.

Additional net interest income · over the next four quarters $99M
Yearly run rate net interest income · yearly run rate $102M
Account growth rate · going forward 30%

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Buy
0 · 5 · 1
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
−2% Neutral
Price vs 50-day avg
−4% Neutral
RSI (14)
51 Neutral
MACD trend
Positive Bullish
52-week position
56% Neutral
Market signals — smart money & positioning
Mixed
Trend (MA cross) No cross
50d $85 › 200d $83 — 50d above 200d
Institutional flow Accumulating
997 of 1,128 funds reported for Sep 30 · net +9.3M sh shares · +91 new
Insider flow Distributing
Net -$2.1M over 90 days · 100% sells
Short interest Rising
3.10% of shares out · ▲ +7.8% MoM · 2.9 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
1,128 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $61 Now $82 · 56% Range high $98
vs 200-day avg -2% vs 50-day avg -4%

Illustrative 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
Adjusted diluted EPS non-GAAP $1.96 Nine Months Ended September 30, 2026 —
Adjusted income before income taxes non-GAAP $4.2B Nine Months Ended September 30, 2026 —
Adjusted net income available for common stockholders non-GAAP $883M Nine Months Ended September 30, 2026 —
Adjusted net revenues non-GAAP $5.44B Nine Months Ended September 30, 2026 —
Customer accounts 5.58M 3Q2026 —
Customer credits 186.2B 3Q2026 —
Customer margin loans 105.2B 3Q2026 —
Diluted weighted average common shares outstanding 450,818,725 Nine Months Ended September 30, 2026 —
Net interest income $3.24B Nine Months Ended September 30, 2026 —
Average commission per commissionable order for cleared customers $2.64 the three months ended June 30, 2026 filing —
Average number of employees 3,249 the three months ended June 30, 2026 filing —
Average securities borrowed balances $8.9B the three months ended June 30, 2026 filing —
Average securities loaned balances $33.2B the three months ended June 30, 2026 filing —
Customer average daily trading volume in equities 14% the three months ended June 30, 2026 filing —
Customer average daily trading volume in futures 2% the three months ended June 30, 2026 filing —
Customer average daily trading volume in options 17% the three months ended June 30, 2026 filing —
Net interest income related to securities lending activities (estimated) $343M the three months ended June 30, 2026 filing —

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
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
IBKR
Interactive Brokers Group, Inc.
this stock
$37.06B +27.2% +9.0% 31.3 3.1%
MS
Morgan Stanley
 $297.99B +7.4% +5.5% 15.1 1.0%
GS
Goldman Sachs Group Inc
 $264.37B +4.3% +8.9% 13.2 2.2%
SCHW
Schwab Charles Corp
 $160.48B -6.9% +22.0% 15.9 1.1%
HOOD
Robinhood Markets, Inc.
 $70.11B -31.2% +51.6% 36.1 3.9%

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
1,156
% held
89.3%
Reported
997 of 1,128
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
759
View
Short & Settlement
Short Interest Rising
Shares short
14.1M
Days to cover
2.9d
Change
+1.0M sh
View
Short Volume
Short vol %
51%
As of
Nov 13, 2026
Short Total
View
Fails to Deliver
FTD shares
1.8K
Value
$151.4K
As of
Oct 9, 2026
View
Off-Exchange
Off-exchange %
42.7%
Week of
Oct 5, 2026
Off-exch Lit
View
Smart Money
Insider Trades Net selling
Net (90d)
-$2.1M
Buyers / Sellers
0 / 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
Nov 5, 2026
This year
18

Interactive Brokers Group, Inc. reported net revenues of $1.91 billion, up 16%, and net interest income of $1.15 billion, up 19%. Diluted earnings per share were $0.69, compared with $0.59 in the prior-year quarter.

View
Proposed Sales
Value
$2.0M
Shares
26.0K
Filed
Apr 28, 2026
View
Earnings & Events
Webcasts
Last webcast
Oct 15, 2026
View
Investor Relations
Latest news
Interactive Brokers Introduces Au…
Published
Oct 21, 2026
View

Performance

5D 20D 120D MTD YTD
IBKR +7.9% -1.1% -1.3% +6.4% +27.2%
SPY +2.6% -1.2% +0.5% -0.2% +10.6%
vs SPY +5.3% +0.1% -1.8% +6.5% +16.6%

Capital returns

Latest dividend
$0.088 / share · ex Sep 1, 2026
Declared · upcoming
$0.15 / share · ex Dec 1, 2026
Raised 10%
Paid (TTM)
$0.336 / share · 4 payouts
Dividend yield (TTM, derived)
0.41%
Full dividend history
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) 897 filings 828 filers Visit website Investor relations