Interactive Brokers Group, Inc. Website

Interactive Brokers Group, Inc.

NasdaqGS-IBKR

Company Overview

Interactive Brokers Group, Inc. operates as an automated electronic broker in the United States and internationally. The company engages in the execution, clearance, and settlement of trades in stocks, options, futures, foreign exchange instruments, bonds, mutual funds, exchange traded funds (ETFs), precious metals, and cryptocurrencies. It also offers custody and service accounts for hedge and mutual funds, ETFs, registered investment advisors, proprietary trading groups, introducing brokers, and individual investors. In addition, the company provides custody, prime brokerage, securities, and margin lending services. It serves institutional and individual customers through electronic exchanges and market centers. Interactive Brokers Group, Inc. was founded in 1977 and is headquartered in Greenwich, Connecticut.

  • Name

    Interactive Brokers Group, Inc.

  • CEO

    —

  • Website

    www.interactivebrokers.com

  • Sector

    Capital Markets

  • Year Founded

    1977

Company Statistics

Profile

  • Market Cap

    —

  • EV

    —

  • Shares Out

    —

  • Revenue

    —

  • Employees

    —

Margins

  • Gross

    —

  • EBITDA

    —

  • Operating

    —

  • Pre-Tax

    —

  • Net

    —

  • FCF

    —

Returns (5Yr Avg)

  • ROA

    —

  • ROTA

    —

  • ROE

    —

  • ROCE

    —

  • ROIC

    —

Valuation (TTM)

  • P/E

    —

  • P/B

    —

  • EV/Sales

    —

  • EV/EBITDA

    —

  • P/FCF

    —

  • EV/Gross Profit

    —

Valuation (NTM)

  • Price Target

    —

  • P/E

    —

  • PEG

    —

  • EV/Sales

    —

  • EV/EBITDA

    —

  • P/FCF

    —

Financial Health

  • Cash

    —

  • Net Debt

    —

  • Debt/Equity

    —

  • EBIT/Interest

    —

Growth (CAGR)

  • Rev 3Yr

    —

  • Rev 5Yr

    —

  • Rev 10Yr

    —

  • Dil EPS 3Yr

    —

  • Dil EPS 5Yr

    —

  • Dil EPS 10Yr

    —

  • Rev Fwd 2Yr

    —

  • EBITDA Fwd 2Yr

    —

  • EPS Fwd 2Yr

    —

  • EPS LT Growth Est

    —

Dividends

  • Yield

    —

  • Payout

    —

  • DPS

    —

  • DPS Growth 3Yr

    —

  • DPS Growth 5Yr

    —

  • DPS Growth 10Yr

    —

  • DPS Growth Fwd 2Yr

    —

Bulls Say

  • An extended period of heightened equity market volatility and higher interest rates than experienced over the past decade could benefit Interactive Brokers' profitable hedge fund clientele.

  • ForecastEx provides option value, particularly if prediction markets prove better than expert forecasts or provide utility as a hedging instrument.

  • Ongoing growth in retail trading could favor firms like Interactive Brokers that specialize in the tools of the trade: cheap margin lending, investor education, and competitive cash yields.

Bears Say

  • Migration of passive institutional order flow toward dark pools and ATS's could result in wider bid-ask spreads and increasing challenges sourcing liquidity for brokerage firms.

  • Without a full-service platform, the firm risks asset attrition if rivals like Schwab and Fidelity improve their margin rates, trading capabilities, and global investing tools.

  • Geopolitical fragmentation and commensurately lower interest in US risk assets would disproportionately affect Interactive Brokers relative to its peers, given that half of its client equity resides outside the US.

Source: Morningstar Analysis - Oct 17, 2025

What's happening

Nov 12, 2025 - Dec 12, 2025

Interactive Brokers Faces Challenges Amid Mixed Trading Metrics and Competitive Pressures

  • Daily Average Revenue Trades (DARTs) showed a year-over-year increase but declined month-over-month.
  • Strategic initiatives, including AI innovations and global market access enhancements, were overshadowed by bearish sentiment.
  • Negative commentary regarding price movements raised concerns about competitive positioning within the brokerage landscape.

Over the past month, Interactive Brokers Group Inc. (IBKR) experienced a decline of 5.9%. This performance significantly underperformed the S&P 500, which returned 0.7%, resulting in an underperformance of -6.6% relative to this benchmark index. The financial sector also faced challenges during this period, with IBKR lagging behind by 9.1%.

On December 1st, IBKR reported its November trading metrics that revealed mixed results impacting market perception negatively. While Daily Average Revenue Trades (DARTs) increased by 29% year-over-year, they fell short with a month-over-month decrease of 4%. Client equity grew to $769.7 billion but reflected a slight decline from October figures as well. These disappointing metrics contributed to bearish sentiment surrounding the stock as investors reacted to signs of slowing momentum in trading activity.

Mid-November brought negative commentary regarding IBKR's price movements and competitive positioning within the brokerage landscape; an Elliott Wave analysis suggested potential short-term pullbacks for IBKR's stock price target at $165, further fueling concerns among traders about future performance amid broader market dynamics.

Despite these challenges, there were moments of optimism during this period; on December 10th, positive developments related to AI-driven innovations and expansion into prediction markets emerged as factors supporting bullish sentiment towards IBKR’s growth trajectory moving forward. Additionally, an announcement regarding integrating Taipei Exchange into its platform showcased efforts aimed at enhancing global market access while diversifying investment opportunities in emerging markets.

Overall performance remained subdued throughout this one-month timeframe due primarily to prevailing bearish trends driven by disappointing trading metrics and competitive pressures within the industry landscape. Interactive Brokers Group Inc underperformed the Financials (XLF) sector by -9.1%.

NasdaqGS:IBKR