Interactive Brokers (IBKR)
Automated global broker for multi-asset execution, clearing, custody and margin lending.
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Provides automated execution, clearing, custody, prime brokerage, and margin and securities lending to individual and institutional customers worldwide. Revenue comes mainly from interest earned on customer cash and margin loans and from trading commissions, supported by a proprietary platform spanning many markets and asset classes.
Executes, clears and settles trades for individual investors, advisers, hedge and mutual funds, proprietary trading firms and introducing brokers through a single global brokerage segment. Trader Workstation, IBKR Desktop, mobile apps and APIs provide access to stocks, options, futures, forex, bonds, funds, precious metals, cryptocurrencies and forecast contracts across more than 170 electronic exchanges and market centers.
Earns primarily from net interest on customer cash and margin loans and from trading commissions, while also providing custody, prime brokerage and securities lending. Proprietary order routing, clearing and real-time risk systems automate the trade lifecycle and support low transaction and financing costs across U.S. and international markets. Results depend on interest rates and customer trading activity; operations depend on reliable electronic market access, clearing relationships and licenses across heavily regulated jurisdictions.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 1, 2026 | Goldman Sachs | Reiterate | Rating: —Target: $98 | Target: $113 |
| Sep 1, 2026 | UBS | Downgrade | Target: — | Target: $102 |
| Aug 26, 2026 | Raymond James | Initiate | Rating: — | |
| Jul 22, 2026 | BMO Capital | Reiterate | Rating: —Target: $82 | Target: $110 |
| Jul 22, 2026 | Piper Sandler | Target | Target: $105 | Target: $109 |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $107.23B · Total debt $45.42B · Total assets $247.31B · Shareholders' equity $5.90B
- Revenue
- $2.95B
- Operating income
- $2.55B
- Net income
- $312.0M
HistoryDividendAnnual yield
| Institutions | 87.86% | 391.40M shares | |
|---|---|---|---|
| 1,164 holders · as of Jun 30, 2026 | |||
| Insiders | 1.08% | 4.80M shares | |
| 10 holders · as of Sep 2, 2026 | |||
| Other | 11.06% | 49.29M shares | |
| remainder | |||
445.48M company shares as of Sep 6, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 7.44% | 33.13M | as of Jun 30, 2026 |
Vanguard Capital Management LLCInstitution | 6.36% | 28.35M | as of Jun 30, 2026 |
State Street CorpInstitution | 4.36% | 19.44M | as of Jun 30, 2026 |
FMR LLCInstitution | 2.66% | 11.83M | as of Jun 30, 2026 |
Geode Capital Management, LLCInstitution | 2.39% | 10.64M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 1, 2026 | Lori A. Conkling | director | +25 | $94.53 |
| Aug 3, 2026 | Lori A. Conkling | director | +25 | $87.03 |
| Jul 1, 2026 | Lori A. Conkling | director | +25 | $88.03 |
| Jun 1, 2026 | Lori A. Conkling | director | +25 | $86.10 |
| May 1, 2026 | Lori A. Conkling | director | +25 | $79.64 |
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Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Interactive Brokers | $90.03 | −3.41% | $161.07B | 37.3 | 30.7 | 14.5 | +31.9% |
| Charles Schwab | $100.27 | −6.19% | $185.88B | 19.4 | 13.9 | 6.2 | +20.9% |
| Robinhood Markets | $123.28 | −0.02% | $110.86B | 54.3 | 50.7 | 22.5 | +32.3% |
| Futu (ADR) | $115.02 | +0.85% | $15.92B | 11.3 | 10.6 | 4.8 | +35.7% |
| StoneX Group | $65.80 | −2.50% | $8.02B | 11.7 | 15.8 | 0.1 | +43.3% |
| Tiger Brokers (ADR) | $4.85 | −0.76% | $873.8M | 8.1 | 6.1 | 1.3 | +31.4% |
| Median | 11.7 | 13.9 | 4.8 | +32.3% |