Indicators
Indicators
Value
Direction
MACD(12,26,9)
-0.221
Sell
RSI(14)
38.855
Neutral
STOCH(KDJ)(9,3,3)
23.721
Sell
ATR(14)
2.623
Low Volatility
CCI(14)
-170.655
Sell
Williams %R
97.309
Oversold
TRIX(12,20)
-0.345
Sell
StochRSI(14)
0.000
Sell
Interactive Brokers Group Inc
IBKR64.200USD
-2.000-3.02%
Close 03/27, 16:00（ET）Quotes delayed by 15 min
2.93BMarket Cap
28.77P/E TTM
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison
TradingKey Stock Score of Interactive Brokers Group Inc
Currency: USD Updated: 2026-03-27Key Insights
Interactive Brokers Group Inc's fundamentals are relatively very healthy, with an industry-leading ESG disclosure.and its growth potential is high.Its valuation is considered fairly valued, ranking 16 out of 117 in the Investment Banking & Investment Services industry.Institutional ownership is very high.Over the past month, multiple analysts have rated it as Buy, with the highest price target at 79.78.In the medium term, the stock price is expected to remain stable.Despite a weak stock market performance over the past month, the company shows strong fundamentals and technicals.The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.
Interactive Brokers Group Inc's Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Score Analysis
Current score
Previous score
Media Coverage
Last 24 hours
Coverage Level
Very Low
Very High
Positive+
Interactive Brokers Group Inc Highlights
StrengthsRisks
Interactive Brokers Group, Inc. is an automated global electronic broker. The Company custodies and services accounts for hedge and mutual funds, exchange-traded funds (ETFs), registered investment advisors, proprietary trading groups, introducing brokers and individual investors. It specializes in routing orders and executing and processing trades in stocks, options, futures, foreign exchange instruments (forex), bonds, mutual funds, ETFs, precious metals, and forecast contracts on more than 160 electronic exchanges and market centers in 36 countries and 28 currencies around the world. In addition, its customers can use its trading platform to trade certain cryptocurrencies through third-party cryptocurrency service providers that execute, clear and custody the cryptocurrencies. Its trading platforms include IBKR Desktop, IBKR Trader Workstation, IBKR Mobile, IBKR Client Portal and others. Its key product offerings include IBKR Pro, IBKR Lite, and IBKR Universal Account.
High Growth
The company's revenue has grown steadily over the past 3 years, averaging 35.37% year-on-year.
High Profit Growth
The company's net income leads the industry, with the latest annual income totaling USD 10.00B.
High Dividend
The company is a high dividend payer, with the latest dividend payout ratio of 12.19%.
Stable Dividend
The company has regularly paid dividends over the past 5 years, with the latest dividend payout ratio of 12.19%.
Undervalued
The company’s latest PB is 5.33, at a low 3-year percentile range.
Institutional Selling
The latest institutional holdings are 394.25M shares, decreasing 5.01% quarter-over-quarter.
Held by CI Select Canadian Equity Fund
Star Investor CI Select Canadian Equity Fund holds 3.90K shares of this stock.
Higher Market Activity
The company has more investor interest, with a 20-day turnover ratio of 3.83.
Analyst Rating
Based on
10
analysts
Buy
Current Rating
79.778
Target Price
+20.66%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Financial Health
Currency: USD Updated: 2026-03-27The current financial score of Interactive Brokers Group Inc is 8.79, ranking 13 out of 117 in the Investment Banking & Investment Services industry. Its financial status is robust, and its operating efficiency is high. Its latest quarterly revenue reached 2.66B, representing a year-over-year increase of 14.18%, while its net profit experienced a year-over-year increase of 30.88%.
Score
Financials
8.03
Key Metrics
Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
Relevant data have not been disclosed by the company yet.
Quality of Earnings
7.57
Operational Efficiency
8.93
Growth Potential
10.00
Shareholder Returns
9.45
Interactive Brokers Group Inc's Company Valuation
Currency: USD Updated: 2026-03-27The current valuation score of Interactive Brokers Group Inc is 6.72, ranking 70 out of 117 in the Investment Banking & Investment Services industry. Its current P/E ratio is 28.77, which is 368.95% below the recent high of 134.91 and 3.82% above the recent low of 27.67.
Score
Valuation Dimensions
P/E
P/B
P/S
P/CF
Industry Ranking 16/117
Relevant data have not been disclosed by the company yet.
Earnings Forecast
Currency: USD Updated: 2026-03-27The current earnings forecast score of Interactive Brokers Group Inc is 8.60, ranking 9 out of 117 in the Investment Banking & Investment Services industry. The average price target is 79.00, with a high of 85.00 and a low of 50.00.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Analyst Rating
Based on
10
analysts
Buy
Current Rating
79.778
Target Price
+20.66%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell
Peer Comparison
26
Total
10
Median
10
Average
Company name
Ratings
Analysts
Interactive Brokers Group Inc
IBKR
10
Morgan Stanley
MS
25
Citigroup Inc
C
24
Goldman Sachs Group Inc
GS
24
Charles Schwab Corp
SCHW
21
LPL Financial Holdings Inc
LPLA
15
1
2
3
4
5
Financial Forecasting
EPS
Revenue
Net Profit
EBIT
Relevant data have not been disclosed by the company yet.
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Price Momentum
Currency: USD Updated: 2026-03-27The current price momentum score of Interactive Brokers Group Inc is 6.47, ranking 96 out of 117 in the Investment Banking & Investment Services industry. Currently, the stock price is trading between the resistance level at 70.56 and the support level at 60.66, making it suitable for range-bound swing trading.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Indicators
The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.
This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.
Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.
Moving Average
Indicators
Value
Direction
MA5
66.608
Sell
MA10
67.156
Sell
MA20
67.701
Sell
MA50
71.738
Sell
MA100
69.204
Sell
MA200
66.064
Sell
Institutional Confidence
Currency: USD Updated: 2026-03-27The current institutional shareholding score of Interactive Brokers Group Inc is 7.00, ranking 33 out of 117 in the Investment Banking & Investment Services industry. The latest institutional shareholding proportion is 88.52%, representing a quarter-over-quarter decrease of 0.34%. The largest institutional shareholder is The Vanguard, holding a total of 52.06M shares, representing 11.68% of shares outstanding, with 23.49% increase in holdings.
Score
Institutional Shareholding
Relevant data have not been disclosed by the company yet.
Shareholder Activity
Name
Shares Held
Chg %
BlackRock Institutional Trust Company, N.A.
State Street Investment Management (US)
Cantillon Capital Management LLC
Kayne Anderson Rudnick Investment Management, LLC
Geode Capital Management, L.L.C.
Orbis Investment Management Ltd.
Greenwich Wealth Management LLC
Wellington Management Company, LLP
Two Sigma Investments, LP
1
2
Risk Assessment
Currency: USD Updated: 2026-03-27The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Investment Banking & Investment Services domestic-focused industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The current risk assessment score of Interactive Brokers Group Inc is 7.04, ranking 70 out of 117 in the Investment Banking & Investment Services industry. The company's beta value is 1.26. This indicates that the stock tends to outperform the index during upward trending markets but experiences larger declines during downward trending markets. Interactive Brokers Group Inc’s latest ESG disclosure leads the Investment Banking & Investment Services industry, indicating outstanding, compliant performance across environmental management, social responsibility, and governance, which may help mitigate overall risk.
Score
Beta vs S&P 500 index
1.26
VaR
+3.31%
240-Day Maximum Drawdown
+18.13%
240-Day Volatility
+41.64%
Return
Best Daily Return
60 days
+7.34%
120 days
+7.34%
5 years
+16.12%
Worst Daily Return
60 days
-5.38%
120 days
-7.79%
5 years
-13.01%
Sharpe Ratio
60 days
+0.04
120 days
-0.33
5 years
+1.03
Risk Assessment
Maximum Drawdown
240 days
+18.13%
3 years
+38.74%
5 years
+38.74%
Return-to-Drawdown Ratio
240 days
+2.75
3 years
+2.06
5 years
+1.51
Skewness
240 days
-0.23
3 years
+0.08
5 years
+0.08
Volatility
Realised Volatility
240 days
+41.64%
5 years
+34.95%
Standardised True Range
240 days
+3.41%
5 years
+1.55%
Downside Risk-Adjusted Return
120 days
-53.30%
240 days
-53.30%
Maximum Daily Upside Volatility
60 days
+36.33%
Maximum Daily Downside Volatility
60 days
+33.02%
Liquidity
Average Turnover Rate
60 days
+5.91%
120 days
+3.86%
5 years
--
Turnover Deviation
20 days
+383.32%
60 days
+232.08%
120 days
+116.82%
Peer Comparison
Investment Banking & Investment Services
Interactive Brokers Group Inc
IBKR
7.62 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
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VIRT
8.45 /10
Score
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Bank of New York Mellon Corp
BK
8.36 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
State Street Corp
STT
8.36 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Ameriprise Financial Inc
AMP
8.06 /10
Score
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Valuation Dimensions
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Citigroup Inc
C
8.01 /10
Score
Financial Health
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