Stock analysis, trade plans, and proprietary indicators by Trend Edge.
About Interactive Brokers Group Inc
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, precious metals, and cryptocurrencies; and the company provides custody, prime brokerage, securities, and margin lending services. Read full Trend Edge analysis →
Sector: Financial Services
Industry: Capital Markets
Exchange: NASDAQ
IPO Date: May 4, 2007
Headquarters: One Pickwick Plaza, Greenwich, CT, United States, 06830
Founder-Led: Yes — Thomas Peterffy (Founder, Chairman of the Board of Directors)
Key Metrics
Current Price
$83.11
Market Cap
$142.52B
Float
433.1M
Shares Outstanding
445.5M
P/E (Forward)
33.56
P/E (TTM)
35.98
Price/Sales (TTM)
22.11
vs. Analyst Target
+3.5% to analyst PT
Profit Margin
16.11%
Operating Margin (TTM)
76.81%
Revenue (TTM)
$6.45B
Earnings Growth (YoY)
22.90%
Dividend Rate
0.3%
Analyst Target Price
$86.00 (9 analysts)
Financial History
Annual Revenue & Earnings History
Year
Revenue
Net Income
Gross Profit
EBITDA
2020
$2.42B
$195M
$1.80B
$1.59B
2021
$2.94B
$308M
$2.08B
$533M
2022
$4.19B
$380M
$3.41B
$3.11B
2023
$7.79B
$600M
$6.87B
$6.60B
2024
$9.32B
$755M
$8.29B
$7.99B
2025
$10.23B
$984M
$9.19B
$9.09B
Recent Quarterly Revenue & Net Income
Quarter
Revenue
Net Income
Jun 2025
$2.47B
$224M
Sep 2025
$2.70B
$263M
Dec 2025
$2.75B
$284M
Mar 2026
$2.70B
$267M
Ownership & Float
Insider Ownership
2.8%
Institutional Ownership
89.7%
Short Float
2.5%
% of All Funds Holding
11.34%
Number of Funds Holding
932
Current Moving Averages
Trend Edge tracks near-term, medium-term, cyclical, and secular moving averages across weekly and monthly timeframes to identify trend structure at every horizon.
Timeframe
SMA
Value
Trend Context
Weekly
10-Week SMA
$77.78
Near-term / short-term trend
Weekly
40-Week SMA
$70.46
Medium-term trend
Weekly
80-Week SMA
$60.75
Cyclical trend (business cycle)
Weekly
200-Week SMA
$38.59
Secular trend (multi-year)
Monthly
10-Month SMA
$70.65
Near-term monthly trend
Monthly
20-Month SMA
$59.99
Medium-term monthly trend
Monthly
40-Month SMA
$42.32
Secular monthly trend
Volume Shelves — Support & Resistance
Trend Edge identifies volume shelves: price zones where historically elevated trading volume
creates structural support or resistance. A volume shelf forms when a disproportionate share of cumulative
volume was transacted at a specific price level, making it a high-conviction anchor for future price reactions.
Price Level
Type
Volume Ratio
Age
$38.20
support
1.12x
17 months ago
$34.80
support
1.06x
18 months ago
Historical Earnings Reactions (77 events)
Timeframe
Avg Return
Median
Win Rate
Best
Worst
Gap
-1.41%
-1.60%
32.47%
10.01%
-16.28%
1 Day
-0.89%
-0.92%
38.96%
11.69%
-19.16%
1 Week
-0.81%
-2.14%
37.66%
21.07%
-18.15%
2 Weeks
0.50%
0.52%
53.25%
27.84%
-14.72%
1 Month
1.28%
1.25%
60.53%
22.29%
-22.56%
Next earnings: July 16, 2026 (47 days away)
Seasonality & Day-of-Week Patterns
Monthly Seasonality
Month
Avg Return
Win Rate
Samples
Jan
-0.4%
63.2%
19
Feb
3.5%
63.2%
19
Mar
-1.8%
42.1%
19
Apr
2.4%
57.9%
19
May
1.6%
55.6%
18
Jun
0.4%
52.6%
19
Jul
1.0%
36.8%
19
Aug
1.9%
63.2%
19
Sep
0.8%
52.6%
19
Oct
3.1%
63.2%
19
Nov
4.7%
73.7%
19
Dec
0.7%
52.6%
19
Day-of-Week Tendencies
Day
Avg Return
Win Rate
Samples
Monday
-0.01%
51.1%
900
Tuesday
0.16%
51.3%
986
Wednesday
0.13%
50.7%
983
Thursday
-0.00%
50.9%
964
Friday
0.08%
51.7%
961
Top Institutional Holders
Institutional holder breakdown coming soon.
Total institutional ownership: 89.7%
Insider Transactions — Smart Summary
Total insider ownership: 2.8%
Founder-led management: Thomas Peterffy (Founder, Chairman of the Board of Directors)
Trend Edge's AI Consult feature delivers a comprehensive, multi-layer trade plan for Interactive Brokers Group Inc
(IBKR) powered by Claude Opus — Anthropic's most capable AI model.
The analysis covers five layers:
technical analysis (near-term, medium-term, cyclical, and secular trend, momentum,
volume shelf support and resistance, breakout and breakdown signals),
qualitative analysis (business model, competitive moat, sector dynamics),
insider sentiment (buy and sell signals from executive and director transactions),
share stats analysis (institutional accumulation, fund positioning, short float squeeze potential), and
fundamental analysis (valuation, revenue growth, profit margin, earnings quality).
AI Consult synthesizes all five layers into a single bullish or bearish thesis with explicit entry, exit,
stop loss, and take profit levels — giving you a complete, AI-powered trade plan with defined risk/reward.
Whether you are building a long position, initiating a short, or looking for a reversal setup,
AI Consult identifies the highest-probability signal from the current trend.