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IBKR
Stock ticker: NASDAQ
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IBKR stock forecast, quote, news & analysis

Interactive Brokers is a large, automated retail and institutional brokerage that boasted nearly $780 billion in customer equity at the end of 2025... Show more

IBKR
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A.I.Advisor
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A.I.Advisor
Sep 21, 2026

Interactive Brokers (IBKR) Stock Analysis: Record Client Growth Meets a Cooling Rate Environment

Key Takeaways

  • IBKR shares traded near $90.69 as of the latest session, roughly 3.4% below the $93.87 close recorded 30 days earlier—a modest pullback after a strong run earlier in 2026.
  • Second-quarter 2026 results set records across commissions, net interest income, net revenue, accounts, client equity, and daily average revenue trades (DARTs).
  • Customer accounts grew 34% year over year to 5.19 million, while client equity climbed 40% to $930.3 billion.
  • Pretax margin held at 77%, the seventh consecutive quarter above 70%, underscoring the firm's technology-driven operating leverage.
  • Key watch items include interest-rate sensitivity, continued account growth, and adoption of newer AI, crypto, and prediction-market products.

Current Market Snapshot

Interactive Brokers Group has been one of the stronger performers among electronic brokers through 2026, but recent weeks have seen the stock consolidate. After rallying earlier in the year, shares were trading near $90.69 as of the latest session, about 3.4% below the $93.87 closing level recorded roughly 30 days earlier. The move reflects normal profit-taking and rate-sensitive rotation rather than any change in the company's underlying growth trajectory. Broader financial-sector sentiment has been shaped by shifting expectations around Federal Reserve policy, which directly influences the net interest income that has become Interactive Brokers' largest revenue line.

Interactive Brokers (IBKR) Business Overview and Competitive Position

Interactive Brokers is a global automated electronic broker providing trade execution and custody of securities, commodities, foreign exchange, and prediction markets on more than 170 market centers across numerous countries and currencies from a single unified platform. It serves individual investors, hedge funds, proprietary trading groups, financial advisors, and introducing brokers. Four decades of investment in automation allow the company to deliver low-cost execution and a broad product set while keeping expenses contained.

The firm competes with diversified brokers such as Charles Schwab (SCHW) and digital-first platforms like Robinhood (HOOD), but differentiates itself through global multi-asset access, competitive margin rates, and a technology-led cost structure. Commission revenue and net interest income are its two principal revenue engines, supported by growing account balances and rising trading volumes.

Recent Developments Driving IBKR

Second-quarter results, reported in late July, anchored investor sentiment. Commission revenue rose 30% year over year to $673 million, while net interest income increased 23% to $1.06 billion. Customer accounts grew 34% to 5.19 million, client equity climbed 40% to $930.3 billion, and total customer DARTs increased 36% to 4.82 million. Customer margin loans jumped 67% to $108.5 billion, reflecting greater client risk appetite.

On the product side, the company became the first e-broker to offer trading in Korea, broadened cryptocurrency access across Europe, and launched IBKR Connector in partnership with Anthropic, OpenAI, and xAI, allowing clients to connect AI chatbots directly to their accounts. It also received preliminary conditional approval from the OCC for a national trust bank charter. August metrics sustained the momentum, with client DARTs up 23% year over year and net new accounts up 49%.

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2026 Outlook and What Investors Should Watch

Net interest income remains the central swing factor. Management has indicated that a 25-basis-point move in the federal funds rate would shift annual net interest income by roughly $81 million, so the path of central-bank policy will matter as much as trading volumes. Investors should also track monthly DARTs and account-addition figures, which have continued to grow at double-digit year-over-year rates, as well as adoption of newer offerings such as prediction markets, crypto, and AI-connected tools. Competitive pressure from peers, regulatory changes including SEC transaction fees, and currency effects from the firm's GLOBAL diversification strategy are additional variables worth monitoring.

Disclaimer

The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.

Disclaimers and Limitations

A.I.Advisor
a Summary for IBKR with price predictions
Sep 29, 2026

IBKR in +5.46% Uptrend, advancing for three consecutive days on September 21, 2026

Moving higher for three straight days is viewed as a bullish sign. Keep an eye on this stock for future growth. Considering data from situations where IBKR advanced for three days, in 260 of 331 cases, the price rose further within the following month. The odds of a continued upward trend are 79%.

Price Prediction Chart

Technical Analysis (Indicators)

Bullish Trend Analysis

The Stochastic Oscillator is in the oversold zone. Keep an eye out for a move up in the foreseeable future.

Bearish Trend Analysis

The Momentum Indicator moved below the 0 level on September 25, 2026. You may want to consider selling the stock, shorting the stock, or exploring put options on IBKR as a result. In 45 of 83 cases where the Momentum Indicator fell below 0, the stock fell further within the subsequent month. The odds of a continued downward trend are 54%.

The Moving Average Convergence Divergence Histogram (MACD) for IBKR turned negative on September 25, 2026. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 46 similar instances when the indicator turned negative. In 27 of the 46 cases the stock turned lower in the days that followed. This puts the odds of success at 59%.

IBKR moved below its 50-day moving average on September 24, 2026 date and that indicates a change from an upward trend to a downward trend.

The 10-day moving average for IBKR crossed bearishly below the 50-day moving average on September 14, 2026. This indicates that the trend has shifted lower and could be considered a sell signal. In 8 of 11 past instances when the 10-day crossed below the 50-day, the stock continued to move higher over the following month. The odds of a continued downward trend are 73%.

Following a 3-day decline, the stock is projected to fall further. Considering past instances where IBKR declined for three days, the price rose further in 50 of 62 cases within the following month. The odds of a continued downward trend are 55%.

IBKR broke above its upper Bollinger Band on August 25, 2026. This could be a sign that the stock is set to drop as the stock moves back below the upper band and toward the middle band. You may want to consider selling the stock or exploring put options.

The Aroon Indicator for IBKR entered a downward trend on September 25, 2026. This could indicate a strong downward move is ahead for the stock. Traders may want to consider selling the stock or buying put options.

Fundamental Analysis (Ratings)

The Tickeron Profit vs. Risk Rating rating for this company is 7 (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 86, placing this stock better than average.

The Tickeron PE Growth Rating for this company is 42 (best 1 - 100 worst), pointing to consistent earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.

The Tickeron Price Growth Rating for this company is 45 (best 1 - 100 worst), indicating steady price growth. IBKR’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.

The Tickeron SMR rating for this company is 45 (best 1 - 100 worst), indicating strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.

The Tickeron Seasonality Score of 85 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.

The Tickeron Valuation Rating of 93 (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (6.684) is normal, around the industry mean (4.351). P/E Ratio (34.556) is within average values for comparable stocks, (30.023). Projected Growth (PEG Ratio) (1.406) is also within normal values, averaging (0.809). Dividend Yield (0.004) settles around the average of (0.016) among similar stocks. P/S Ratio (3.498) is also within normal values, averaging (16.763).

A.I.Advisor
published Dividends

IBKR paid dividends on September 14, 2026

Interactive Brokers Group Inc IBKR Stock Dividends
А dividend of $0.09 per share was paid with a record date of September 14, 2026, and an ex-dividend date of September 01, 2026. Read more...
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Morgan Stanley (NYSE:MS), Goldman Sachs Group (NYSE:GS), Charles Schwab Corp (The) (NYSE:SCHW), Gold.com Inc. (NYSE:GOLD).

Industry description

These banks specialize in underwriting (helping companies with debt financing or equity issuances), IPOs, facilitating mergers and other corporate reorganizations and acting as a broker or financial advisor for institutions. They might also trade securities on their own accounts. Investment banks potentially thrive on expanding its network of clients, since that could help them increase profits. Goldman Sachs, Morgan Stanley and CME Group Inc are some of the largest investment banking companies.

Market Cap

The average market capitalization across the Investment Banks/Brokers Industry is 12.69B. The market cap for tickers in the group ranges from 590 to 304.12B. MS holds the highest valuation in this group at 304.12B. The lowest valued company is FSSLD at 590.

High and low price notable news

The average weekly price growth across all stocks in the Investment Banks/Brokers Industry was -5%. For the same Industry, the average monthly price growth was -2%, and the average quarterly price growth was 10%. CD experienced the highest price growth at 28%, while AXG experienced the biggest fall at -92%.

Volume

The average weekly volume growth across all stocks in the Investment Banks/Brokers Industry was -10%. For the same stocks of the Industry, the average monthly volume growth was -33% and the average quarterly volume growth was -28%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 66
P/E Growth Rating: 63
Price Growth Rating: 57
SMR Rating: 74
Profit Risk Rating: 85
Seasonality Score: -1 (-100 ... +100)
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published General Information

General Information

a holding company through its subsidiaries provides brokerage and investment services

Industry InvestmentBanksBrokers

Industry
Investment Banks Or Brokers
Address
One Pickwick Plaza
Phone
+1 203 618-5800
Employees
3182
Web
https://www.interactivebrokers.com
Interactive Brokers (IBKR) Stock Analysis: Record Client Growth Meets a Cooling Rate Environment