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IBKR · Interactive Brokers Group, Inc.

Track IBKR — free
$85.42 -0.76 (-0.88%) At close · Sep 30
Market Cap
$40.43B
Shares
453.08M
Volume · Sep 30 4.05M Avg daily vol (3M) 4.21M

Price & Indicators

Drag to pan · scroll to zoom
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$85.42 Open$86.63 Day$85.39–86.93 52W close$61.05–98.19 Avg vol 30d3.9M Short int12.4M · 2.7% float · 3.5d Short vol49% Last earningsJul 21, 2026 DataJan 2020–Sep 2026 Filing10-Q · Aug 6

Up next

Next earnings call
Oct 20, 2026 Est · unconfirmed · in 3 wks
filed Aug 6, 2026
call held Jul 21, 2026

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
—
Trailing 12 months
Net income (TTM)
—
Trailing 12 months
Revenue growth YoY
—
Year over year
Operating margin
—
Trailing 12 months
P / E (TTM)
—
Trailing earnings
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
—
Year over year · more shares
Price change (1Y)
+25.3%
Trailing year
Short interest
2.7%
Latest settlement · 3.5 days to cover
View all 115 metrics

Equibles Rating

blended score · not investment advice
Overall
Buy
SellHoldBuy
Technical Neutral Momentum Strong Sentiment Neutral Fundamentals Strong Quant / Vol Moderate
Market backdrop VIX 16.3 · calm Equity put/call 0.53
Technical
price trend
Neutral
50 / 200-day cross No cross
Price vs 200-day avg +5%
above
Price vs 50-day avg −6%
below
RSI (14) 39
neutral
MACD trend Negative
52-week position 66%
mid-range
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Strong
1-month return −6%
trailing
6-month return +19%
trailing
YTD return +33%
this year
Relative strength +7%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $91 › 200d $81 — 50d above 200d
Institutional flow Accumulating
+11% holders QoQ · +196 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
2.74% of float · ▲ +20.4% MoM · 3.5 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
1,123 holders — near 3-yr high, broad support
Squeeze score 51
elevated · 0–100
Fundamentals
Strong
Revenue growth +9%
Y/Y
EPS growth +28%
Y/Y
Valuation P/E 35.6
rich
Quant / Vol
risk profile
Moderate
Volatility 40%
annualized · 1-yr
Max drawdown −19%
past year
ATR 3.2%
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.

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%

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

Technicals

trend & momentum for long-term holders Neutral
2 · 4 · 1
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+5% Bullish
Price vs 50-day avg
−6% Bearish
RSI (14)
39 Neutral
MACD trend
Negative Bearish
52-week position
66% Neutral
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Bullish · 2 of 6
Trend (MA cross) No cross
50d $91 › 200d $81 — 50d above 200d
Institutional flow Accumulating
+11% holders QoQ · +196 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
2.74% of float · ▲ +20.4% MoM · 3.5 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
1,123 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $61 Now $85 · 66% Range high $98
vs 200-day avg +5% vs 50-day avg -6%

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

Key metrics

Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.

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
$40.43B +32.8% +9.0% 35.6 2.7%
MS
Morgan Stanley
$308.32B +5.9% +5.5% 15.9 0.9%
GS
Goldman Sachs Group Inc
$272.38B +2.4% +8.9% 14.4 2.4%
SCHW
Schwab Charles Corp
$171.26B -2.2% +22.0% 18.0 1.1%
HOOD
Robinhood Markets, Inc.
$107.35B -0.5% +51.6% 52.8 4.0%

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
1,123
% held
87.2%
Net QoQ
+7.8M sh
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
749
View
Short & Settlement
Short Interest Rising
Shares short
12.4M
Days to cover
3.5d
Change
+2.1M sh
View
Short Volume
Short vol %
49%
As of
Sep 30, 2026
Short Total
View
Fails to Deliver
FTD shares
1.2K
Value
$109.6K
As of
Sep 10, 2026
View
Off-Exchange
Off-exchange %
43.0%
Week of
Aug 24, 2026
Off-exch Lit
View
Smart Money
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
Aug 6, 2026
This year
12
View
Proposed Sales
Value
$2.0M
Shares
26.0K
Filed
Apr 28, 2026
View
Earnings & Events
Earnings Calls
Last call
Jul 21, 2026
View

Performance

5D 20D 120D MTD YTD
IBKR -6.7% -5.5% +18.8% -12.2% +32.8%
SPY -0.7% +0.1% +12.2% -0.6% +11.8%
vs SPY -6.0% -5.6% +6.6% -11.6% +21.0%

Capital returns

Latest dividend
$0.088 / share · ex Sep 1, 2026
Raised 10%
Paid (TTM)
$0.336 / share · 4 payouts
Dividend yield (TTM, derived)
0.39%
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) 24 filings 18 filers Visit website Investor relations