Interactive Brokers (IBKR)
Financials · Discount brokerage and electronic trading · NASDAQ
A premier global electronic brokerage platform providing low-cost, high-speed execution for sophisticated traders and institutional clients across worldwide financial markets.
What Interactive Brokers does
Interactive Brokers is a global electronic brokerage firm that provides professional and individual traders with direct access to stocks, options, futures, currencies, bonds, and funds on over 150 markets worldwide. The company operates as a highly automated, low-cost platform, managing the entire trade lifecycle from order routing and execution to clearing and custody. It also generates significant revenue through net interest income on customer segregated cash balances and margin loans.
Themes: electronic brokerage, trading technology, fintech, margin lending, interest rate sensitivity, global capital markets
Fundamentals
- Price$93.87 as of 2026-08-21 close
- Market cap$155.8B as of 2026-08-24
- 1-year return+50.3% 2025-08-21 close $62.47 → 2026-08-21 close $93.87
- P/E138.35 as of 2026-08-24
- Net margin+9.9% as of 2026-08-24
- Gross margin+56.8% as of 2026-08-24
- ROE+20.5% as of 2026-08-24
- Debt / equity7.69 as of 2026-08-24
- Revenue growth (YoY)+15.8% as of 2026-08-24
- Revenue CAGR (3y)+17.5% SEC XBRL
- Beta1.37 as of 2026-08-24
- Last reported earnings2026-07-21 SEC EDGAR Form 8-K (Item 2.02)
Dividend: yield +0.5%; 1-year non-decreasing per-share dividend streak (SEC XBRL).
How IBKR compares in its sector
- price-to-earnings ratiotop 10% 525 covered Financials peers, as of 2026-08-24
- net profit marginmiddle range 538 covered Financials peers, as of 2026-08-24
- operating margintop 10% 534 covered Financials peers, as of 2026-08-24
- gross marginmiddle range 176 covered Financials peers, as of 2026-08-24
- return on equitytop 25% 575 covered Financials peers, as of 2026-08-24
- 3-year revenue CAGRmiddle range 347 covered Financials peers
- indicated dividend yieldbottom 10% 453 covered Financials peers, as of 2026-08-24
Position among covered Financials companies that report each metric (minimum 5 peers). A relative position within our covered catalog — not a valuation, quality, or investment judgment. A higher percentile is simply a higher value (for P/E, more expensive on earnings — never "better"). Informational only.
Top 10 scores & list membership
IBKR is not currently in any published Top 10 list. Its scores are below.
Long-term score
51.8 #426 of 987 scored · #150 of 191 in Financials
Growth 82nd (3-year revenue CAGR 17.5%, revenue growth year over year 15.8%) and profitability 82nd (operating margin 47.3%, return on equity 20.5%); weakest is financial health (5th, debt to equity 7.7).
Short-term score
45.7 #1081 of 1,704 scored · #193 of 277 in Financials
Volume and participation 89th: trading volume is about normal versus its 30-day average; trend 66th: a "golden cross" — its 50-day average is above its 200-day; weakest is catalysts 36th: open-market insider buys in 90 days 4, analysts' average price target is unchanged from the prior reading. Its score is docked 10 points for overextended (RSI above 75 or stochastic above 90).
Scores as of 21 Aug 2026. Each bar is a percentile: how this company ranked against every company the score ranked, 0–100. A list is a published formula and its output, not a recommendation. Method version 2.
Dividend coverage (FY2025)
Covered by reported results. In FY2025, IBKR's dividend was covered by reported results (operating-cash-flow payout 1%). This describes past coverage, not a forecast.
- Earnings payoutnot assessable earnings not reported
- Operating-cash-flow payout1% dividends / operating cash flow — capital spending was not reported, so this does not subtract it
Coverage derived from reported SEC EDGAR XBRL figures for FY2025 (dividends paid vs. net income and free cash flow, same fiscal year). This describes PAST coverage for one fiscal year — it does not predict whether a dividend will be maintained, raised, or cut, and a one-year payout ratio can be distorted by non-recurring items. Informational only — not financial advice.
How Interactive Brokers looks technically
Interactive Brokers (IBKR) is trading 21.3% above its 200-day average, the long-term trend line — a longer-term uptrend. Its 50-day average crossed above its 200-day average about 640 trading days ago — a "golden cross", a bullish long-term signal. There is no clear trend right now — the price is choppy (ADX, a 0–100 trend-strength gauge, is 9, below the 25 that marks a real trend). Momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 56, neither overbought (above 70) nor oversold (below 30). MACD, a trend-momentum gauge, turned bullish about 8 trading days ago (its momentum flipped positive). It made a new 20-day low about 12 trading days ago. It is 4.0% below its all-time high. Day-to-day price swings are unusually narrow versus its own recent history — a "Bollinger squeeze" (in the tightest 10% of the past ~6 months), which often precedes a bigger move.
Trend
8
| Distance from the 200-day | it is trading 21.3% above its 200-day average, the long-term trend line — a longer-term uptrend | +21.3% |
|---|---|---|
| 50-day moving average | its average price over the last 50 trading days — a short-term trend line — is $91.69 | $91.69 |
| 200-day moving average | its average price over the last 200 trading days — the long-term trend line — is $77.39 | $77.39 |
| Swing structure | each recent peak has been lower than the one before it and each dip deeper — the pattern chart-watchers call a downtrend, which describes where price has already been and not where it goes next | lower highs and lower lows |
| Last swing turn | its last significant turn was a swing low 14 calendar days ago — the swings before that are what the structure reading is measured on | 14 sessions |
| Wave structure | its recent swings can be read as a completed three-part downward correction — a pullback in the A-B-C shape Elliott-wave chartists use; the labelling fails if price closes below 85.37. It is the only labelling that fits, though not with textbook proportions, and it describes the swings already printed, not what comes next. | possible three-wave downward correction, complete (atypical proportions) |
| Since the 50/200 cross | its 50-day average crossed above its 200-day average about 640 trading days ago — a "golden cross", a bullish long-term signal | 640 sessions |
| Trend strength (14-day ADX) | there is no clear trend right now — the price is choppy (ADX, a 0–100 trend-strength gauge, is 9, below the 25 that marks a real trend) | 8.8 |
Momentum
3
| 14-day RSI | momentum is neutral — its 14-day RSI (a 0–100 momentum gauge) is 56, neither overbought (above 70) nor oversold (below 30) | 56.4 |
|---|---|---|
| Position in its 14-day range | it is trading near the top of its 14-day range ($85.37 to $94.60) — its "stochastic" reading is 92 out of 100, where 0 would mean closing exactly at the 14-session low and 100 exactly at the high. This measures WHERE the price sits inside its recent range, which is a different question from the RSI beside it: RSI is a momentum gauge, measuring how FAST the price has been moving, so a stock can drift quietly to the bottom of its range with an ordinary RSI, or fall sharply and still sit in the middle. It has been climbing within that range over the last few sessions. | 92.1 |
| Since the MACD crossed zero | MACD, a trend-momentum gauge, turned bullish about 8 trading days ago (its momentum flipped positive) | 8 sessions |
Range
12
| 52-week high | its highest closing price over the past year (about 252 trading days) was $97.83 | $97.83 |
|---|---|---|
| From the 52-week high | it is 4.0% below its 52-week high (its highest price of the past year) | -4.0% |
| Above the 52-week low | it is 58.7% above its 52-week low (its lowest price of the past year) | +58.7% |
| Below the 52-week high | it is 4.0% below its highest point of the past year | 4.0% |
| Since a 20-day breakout | it made a new 20-day low about 12 trading days ago | 12 sessions |
| Since a 55-day breakout | it made a new 55-day high about 28 trading days ago | 28 sessions |
| All-time high | its highest closing price on record is $97.83 (set on 2026-06-22) | $97.83 |
| Given back of the 52-week move | over the past year its closes ranged ($60.16 to $97.41), and it has given back only a small part of its rise from last year’s low — 10% of it. Chart-watchers call 61.8%-65% given back the "golden pocket" — for this company that is $73.20 to $74.39. It is watched widely enough that orders cluster there, which is the honest reason it matters; it is not a forecast. | 9.5% |
| From the all-time high | it is 4.0% below its all-time high | -4.0% |
| Nearest price level | it is trading 4.2% below a resistance level at $97.80 — a price it turned at twice since 2026-06-22, most recently on 2026-07-15. Since 2024-08-21 it has 13 such levels below the current price and 1 above. Levels like these describe where the price has reversed or paused before; they are not a forecast of where it will go. | +4.2% |
| All-time low | its lowest closing price on record is $3.17 (set on 2009-03-06) | $3.17 |
| Above the all-time low | it is 2861.2% above its all-time low | +2,861% |
Volatility
5
| Band width vs its own 6 months | day-to-day price swings are unusually narrow versus its own recent history — a "Bollinger squeeze" (in the tightest 10% of the past ~6 months), which often precedes a bigger move | 10th percentile |
|---|---|---|
| Typical daily range | in a typical session it travels about $3.18 between its high and its low — about 3.4% of its price. That is its "average true range" over the last 14 sessions, which also counts the distance from the previous close, so a day that opens well away from yesterday counts as the large move it was | $3.18 |
| Bollinger bands (20-day, ±2σ) | most of its recent trading has stayed between about $85.68 and $94.49 — the "Bollinger bands", a range drawn two standard deviations either side of its 20-day average price, which widens when the stock gets more volatile and narrows when it settles | $85.68 – $90.08 – $94.49 |
| Typical daily range (% of price) | its price moves about 3.4% in a typical session — about typical for the companies we cover. This is the average gap between a session's high and low over the last 14 sessions, counting overnight moves, expressed against the current price so it can be compared with companies trading at any price | 3.4% |
| Stretch from the 200-day average | it is trading 5.2 daily ranges above its 200-day average price (21.3% above it in plain percentage terms) — a way of asking how far it has stretched from its own average in units of how far it normally moves in a day, so a calm company and a jumpy one can be compared on the same scale | 5.2 daily ranges above its 200-day average |
Volume
1
| Volume vs its 30-day average | trading volume is about normal versus its 30-day average | 1.33× |
|---|
Analyst
2
| Change in the average price target | analysts' average price target is unchanged from the prior reading | 0.0% |
|---|---|---|
| Change in the consensus rating | not available for this company yet | n/a |
Candlestick patterns
1
| Since a bullish engulfing | 5 sessions ago it opened below the previous session's close and finished above that session's open — a "bullish engulfing" pair, where one up day more than undid the down day before it | 5 sessions ago |
|---|
Price gaps
2
| Gap at the open | it opened on 2026-08-21 1.1% above the previous session's close — an overnight gap, the part of the move that happened while the market was shut, and had not traded back through that level by the close | +1.1% |
|---|---|---|
| Gap filled | a 2.3% gap up opened on 2026-07-30 has been "filled" 14 sessions ago — price traded back through the level the gap left behind, and it took 2 sessions to close | 14 sessions ago |
Price streaks
1
| Closing streak | it closed higher in its latest session, after a session that did not close higher — a single up day rather than a run | 1 session up |
|---|
Relative strength
4
| vs market, 1 month | over the past 1 month this stock lagged the market by 2.9 percentage points (the stock lost 0.6% while the market gained 2.3%) | -2.9% |
|---|---|---|
| vs market, 3 months | over the past 3 months this stock beat the market by 8.9 percentage points (the stock gained 12.0% while the market gained 3.1%) | +8.9% |
| vs market, 6 months | over the past 6 months this stock beat the market by 15.1 percentage points (the stock gained 26.2% while the market gained 11.1%) | +15.1% |
| vs market, 12 months | over the past 12 months this stock beat the market by 29.8 percentage points (the stock gained 50.3% while the market gained 20.5%) | +29.8% |
Signal agreement
2
| Bullish technical signals | 5 of the 9 technical signals we can compute for it are currently in a bullish state: a "golden cross" — its 50-day average is above its 200-day, trading above its 200-day average, MACD momentum is positive, outperforming the market over 6 months, trading above the Ichimoku cloud — these describe past price behaviour, not a forecast | 5 of 9 |
|---|---|---|
| Bearish technical signals | 1 of the 9 technical signals we can compute for it is currently in a bearish state: near the top of its 14-day range (overbought) — these describe past price behaviour, not a forecast | 1 of 9 |
Trend (Ichimoku cloud)
1
| Vs the Ichimoku cloud | trading 1.4% above the Ichimoku cloud — a band drawn from where its own highs and lows sat up to 2026-07-16 and projected forward over today's price, the side traders read as an established uptrend, with the band below acting as the level that would have to give way. The band itself is moderate, spanning 6.2% of the share price. | +1.4% |
|---|
Volume-weighted price
2
| Vs this year’s average price paid | the price is 17% above the average price paid so far this year, so the typical buyer over that stretch is showing a gain. That average is $80.31 — a volume-weighted average of daily closes over 157 sessions, not a true tick-by-tick VWAP. | +16.9% |
|---|---|---|
| Vs the average paid since it last reported | the price is 4% above the average price paid since it last reported on 2026-07-21 (its 8-K), so the typical buyer over that stretch is showing a gain. That average is $90.25 — a volume-weighted average of daily closes over 24 sessions, not a true tick-by-tick VWAP. | +4.0% |
Price levels it has turned at before
IBKR last closed at $93.87 on 2026-08-21. Since 2024-08-21 it has turned at 13 prices below its last close and 1 above; the 3 nearest below and the nearest above are listed, nearest first.
| Level | Side | Distance | Evidence |
|---|---|---|---|
| $97.80 | Resistance | 4.2% above the last close | turned there twice · 2026-06-22 to 2026-07-15 |
| $88.16 | Support | 6.1% below the last close | turned there twice · 2026-05-14 to 2026-07-17 |
| $85.88 | Support | 8.5% below the last close | turned there three times · 2026-06-30 to 2026-08-07 |
| $79.03 | Support | 15.8% below the last close | turned there three times · 2026-01-26 to 2026-05-28 |
A level is a price this company reversed or paused at more than once — they describe past behaviour, not a forecast of where the price will go.
Wave structure
Its recent swings can be read as a three-part downward correction — the A-B-C shape chartists use for a pullback — now complete.
This labelling fails — stops being a possible reading at all — if it closes below $85.37.
It is the only labelling that fits these swings, though its proportions are not the textbook ones.
This labelling was already in place when we began recording count changes on 2026-08-13, so how long it has stood is not something we can say yet.
Read from daily closes as of 2026-08-21.
An Elliott-wave count describes the swings already printed and the level that would disprove it. It is not a forecast, a target, or advice.
Screens: Trading above the 200-day moving average · in a Bollinger Band volatility squeeze · trendless / choppy (low ADX) · Near the all-time high · beating the market · At the top of its 14-day range (stochastic above 80) | Learn: moving average · golden cross · adx · rsi · macd · breakout · all time high · bollinger bands
Based on daily closing prices as of 2026-08-21. Describes past price behavior only — informational, not financial advice.
Analyst consensus
- Mean price target$106.13 range $70.00 – $121.00; median $109.50
Analyst estimates, as of 2026-08-21. These are third-party analyst opinions and price targets, aggregated — not a recommendation, prediction, or advice from stocks-llm. Informational only.
Analyst EPS estimate for IBKR
- Consensus EPS estimate$0.6958 next reporting period, as of 2026-08-21
Change over time is not available yet: it needs two readings of the same reporting period at least 30 days apart, and we have been recording these estimates since 2026-08-04. An estimate for a DIFFERENT quarter is not a revision, so a reading from before the last report is never compared with one after it.
The consensus estimate for the next reporting period, and how it has moved between readings of that SAME period. A change is measured only between readings estimating one period — when a company reports, the consensus moves to the next quarter and the two numbers are not comparable. Informational only, not a forecast and not advice.
Key risks (from latest filing)
["Exposure to significant credit risk from customer margin account defaults during market volatility.","Substantial dependency on net interest income which fluctuates with central bank interest rate policies.","High regulatory and compliance risks across multiple international jurisdictions."]
Insider activity (SEC Form 4)
3 open-market purchases and 0 open-market sales by insiders in the last 90 days.
- Last 30 days1 buy ($2176) · 0 sells — 1 buying insider
- Last 90 days3 buys ($6529) · 0 sells — 1 buying insider
- Last 180 days6 buys ($11960) · 1 sell ($2M) — 1 buying, 1 selling insiders
Activity heuristic: net buying (a transparent product heuristic from the counts above, not a prediction or advice)
Most recent open-market transaction: 2026-08-03. As of 2026-08-25.
View full insider trading history → View SEC Form 3/4/5 filingsAsk about IBKR's insider activity →
Only open-market purchases (SEC code P) and sales (code S) are counted here. Option exercises, vesting/awards, gifts, and shares withheld for taxes are excluded — they are compensation or mechanical, not open-market conviction. Sales may be planned and non-discretionary (e.g. a Rule 10b5-1 plan) and are not necessarily bearish; open-market buying is not a recommendation to buy. Informational only — not financial advice.
Congressional trading disclosures
U.S. House members publicly disclose their own, their spouse's, and dependent children's stock transactions under the STOCK Act. We hold 4 matched disclosures for IBKR from U.S. House Clerk Periodic Transaction Report filings.
Congressional trading disclosures →Institutional ownership (13F)
7 institutional 13F filers reported holding IBKR as of 2026-03-31 (quarter-end position, filed within 45 days).
- Distinct 13F filers 7
- Reported shares held 66,808,265
- Reported value $4,480,830,357
reported quarterly holdings change (2025-12-31 → 2026-03-31): 1 new, 2 increased, 4 decreased, 0 exited. Change counts cover only managers that filed 13F reports in BOTH quarters, derived between two quarter-end snapshots — not same-day trades; a single manager is never said to have "bought" or "sold".
Institutional holdings are quarter-end long positions reported on SEC Form 13F-HR, filed up to 45 days after the quarter ends — they are delayed, are not real-time trades, exclude short positions and most non-US securities, and are not investment advice. Any increase/decrease is a reported change between two quarterly snapshots, not a same-day purchase or sale. These are quarter-end snapshots from the 13F filings on SEC EDGAR, filed within 45 days — not real-time, and any change is a difference between two quarterly reports, not a same-day trade. Informational only — not financial advice.
Short interest (FINRA)
IBKR had 9,250,070 shares of reported short interest as of the 2026-07-31 FINRA settlement date (delayed, bi-monthly; not real-time).
Short interest as a percent of shares outstanding is not shown for IBKR because we do not hold a verified share count to divide it by. The reported figures above are unaffected.
- Reported short interest (shares) 9,250,070
- Prior settlement (shares) 9,176,448
- Reported change 0.8%
- Days to cover (reported) 1.97
Reported to FINRA as of the 2026-07-31 settlement date. Short interest is reported to FINRA and published on a delayed, bi-monthly schedule (as of a settlement date, disseminated roughly eight business days later) — it is NOT real-time, does not cover every venue or all US trading, and is not a short-squeeze prediction or investment advice. Days-to-cover is the value FINRA reports; percent of float is not shown because the source file carries no share-count denominator — where a percent appears it is of shares OUTSTANDING, the larger base, and is therefore a floor on percent of float. Informational only — not financial advice.
Competitors & peers
- Charles Schwab (SCHW)
- Robinhood Markets (HOOD)
- E*TRADE (MS)
- TD Ameritrade (SCHW)
- IG Group (IGG.L)
- TradeStation (Monex Group)
AI-enriched competitor set. Linked names are companies covered by stocks-llm; other named peers are shown for reference only.
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Frequently asked questions
What does Interactive Brokers (IBKR) do?
Interactive Brokers is a global electronic brokerage firm that provides professional and individual traders with direct access to stocks, options, futures, currencies, bonds, and funds on over 150 markets worldwide. The company operates as a highly automated, low-cost platform, managing the entire trade lifecycle from order routing and execution to clearing and custody. It also generates significant revenue through net interest income on customer segregated cash balances and margin loans.
What sector is Interactive Brokers (IBKR) in?
Interactive Brokers (IBKR) is classified in the Financials sector. Its industry is Discount brokerage and electronic trading. It trades on NASDAQ.
Does IBKR pay a dividend?
Yes — Interactive Brokers (IBKR) pays a dividend, with an indicated yield of about 0.49% and 1-year non-decreasing per-share dividend streak (SEC EDGAR XBRL) (market data, as of 2026-08-24). Informational only — not financial advice.
Who are Interactive Brokers's (IBKR) competitors?
Notable peers of Interactive Brokers (IBKR) include Charles Schwab, Robinhood Markets, E*TRADE, TD Ameritrade and IG Group. This peer set is informational only — not financial advice.
Has there been recent Congressional stock trading in IBKR?
Yes — we hold 4 matched STOCK Act disclosures for IBKR from U.S. House Clerk Periodic Transaction Report filings. These are legally-required disclosures (often filed 30–45 days after the trade), may belong to a U.S. House member, their spouse, or a dependent child, and are not an indicator of company performance or investment advice.
Is Interactive Brokers (IBKR) overbought or oversold right now?
Interactive Brokers (IBKR) is currently neither overbought nor oversold — its 14-day RSI (a 0–100 momentum gauge) is 56, in the neutral middle (as of 2026-08-21). RSI describes recent price momentum, not a forecast — informational only, not financial advice.
Where does stocks-llm's data on IBKR come from?
Fundamentals and prices come from market data, as of 2026-08-24; company filings and profile facts come from SEC EDGAR. All figures are delayed daily-close data shown with their as-of date — informational only, not financial advice.
Fundamentals: market data, as of 2026-08-24. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-08-21.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & market data, shown with their as-of date.