IBKR — Interactive Brokers Group, Inc.

Summary

Table of Contents

Company

Key points:

Data:

{
  "symbol": "IBKR",
  "price": 90.53,
  "marketCap": 155700612193,
  "beta": 1.329,
  "lastDividend": 0.3275,
  "range": "58.95-97.84",
  "change": -1.68,
  "changePercentage": -1.82193,
  "volume": 4382668,
  "averageVolume": 4859821,
  "companyName": "Interactive Brokers Group, Inc.",
  "currency": "USD",
  "cik": "0001381197",
  "isin": "US45841N1072",
  "cusip": "45841N107",
  "exchangeFullName": "NASDAQ Global Select",
  "exchange": "NASDAQ",
  "industry": "Investment - Banking & Investment Services",
  "website": "https://www.interactivebrokers.com",
  "description": "Interactive Brokers Group, Inc. operates as a sophisticated electronic brokerage, serving clients across the United States and globally. This firm manages the trading, clearing, and settlement for a broad spectrum of financial instruments, including equities, options, futures, foreign exchange, bonds, mutual funds, exchange-traded funds (ETFs), precious metals, and digital currencies. Beyond its core brokerage activities, the company provides custodial and administrative account services tailored for various entities such as hedge funds, mutual funds, ETFs, registered investment advisors, proprietary trading desks, introducing brokers, and individual investors. Its suite of services also includes custody solutions, prime brokerage, and financing options like securities lending and margin lending. Interactive Brokers caters to both institutional and individual clientele, utilizing advanced electronic exchanges and market platforms. The company was established in 1977 and maintains its headquarters in Greenwich, Connecticut.",
  "ceo": "Milan Galik",
  "sector": "Financial Services",
  "country": "US",
  "fullTimeEmployees": "3182",
  "phone": "203 618 5800",
  "address": "One Pickwick Plaza",
  "city": "Greenwich",
  "state": "CT",
  "zip": "06830",
  "image": "https://images.financialmodelingprep.com/symbol/IBKR.png",
  "ipoDate": "2007-05-04",
  "defaultImage": false,
  "isEtf": false,
  "isActivelyTrading": true,
  "isAdr": false,
  "isFund": false,
  "sec_filings": [
    {
      "form": "4",
      "date": "2026-07-01",
      "accession": "0001381197-26-000113",
      "description": "4",
      "url": "https://www.sec.gov/Archives/edgar/data/1381197/000138119726000113/xslF345X06/ownership.xml"
    },
    {
      "form": "4",
      "date": "2026-06-02",
      "accession": "0001381197-26-000111",
      "description": "4",
      "url": "https://www.sec.gov/Archives/edgar/data/1381197/000138119726000111/xslF345X06/ownership.xml"
    },
    {
      "form": "4",
      "date": "2026-05-28",
      "accession": "0001381197-26-000108",
      "description": "4",
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    },
    {
      "form": "4",
      "date": "2026-05-28",
      "accession": "0001381197-26-000107",
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    },
    {
      "form": "4",
      "date": "2026-05-28",
      "accession": "0001381197-26-000106",
      "description": "4",
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    {
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      "date": "2026-05-28",
      "accession": "0001381197-26-000105",
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    {
      "form": "4",
      "date": "2026-05-28",
      "accession": "0001381197-26-000104",
      "description": "4",
      "url": "https://www.sec.gov/Archives/edgar/data/1381197/000138119726000104/xslF345X06/ownership.xml"
    },
    {
      "form": "10-Q",
      "date": "2026-05-07",
      "accession": "0001381197-26-000093",
      "description": "10-Q",
      "url": "https://www.sec.gov/Archives/edgar/data/1381197/000138119726000093/ibkr-20260331.htm"
    },
    {
      "form": "4",
      "date": "2026-05-04",
      "accession": "0001381197-26-000088",
      "description": "4",
      "url": "https://www.sec.gov/Archives/edgar/data/1381197/000138119726000088/xslF345X06/ownership.xml"
    },
    {
      "form": "SCHEDULE 13G",
      "date": "2026-04-30",
      "accession": "0002100119-26-000672",
      "description": "",
      "url": "https://www.sec.gov/Archives/edgar/data/1381197/000210011926000672/xslSCHEDULE_13G_X02/primary_doc.xml"
    },
    {
      "form": "8-K",
      "date": "2026-04-29",
      "accession": "0001381197-26-000085",
      "description": "8-K",
      "url": "https://www.sec.gov/Archives/edgar/data/1381197/000138119726000085/ibkr-20260423.htm"
    },
    {
      "form": "4",
      "date": "2026-04-29",
      "accession": "0001381197-26-000086",
      "description": "4",
      "url": "https://www.sec.gov/Archives/edgar/data/1381197/000138119726000086/xslF345X06/ownership.xml"
    },
    {
      "form": "144",
      "date": "2026-04-28",
      "accession": "0001381197-26-000082",
      "description": "",
      "url": "https://www.sec.gov/Archives/edgar/data/1381197/000138119726000082/xsl144X01/primary_doc.xml"
    },
    {
      "form": "8-K",
      "date": "2026-04-21",
      "accession": "0001381197-26-000078",
      "description": "8-K",
      "url": "https://www.sec.gov/Archives/edgar/data/1381197/000138119726000078/ibkr-20260421.htm"
    },
    {
      "form": "4",
      "date": "2026-04-02",
      "accession": "0001381197-26-000074",
      "description": "4",
      "url": "https://www.sec.gov/Archives/edgar/data/1381197/000138119726000074/xslF345X06/ownership.xml"
    }
  ]
}

Price / Quote

Key points:

Data:

{
  "symbol": "IBKR",
  "name": "Interactive Brokers Group, Inc.",
  "price": 90.53,
  "changePercentage": -1.82193,
  "change": -1.68,
  "volume": 4382668,
  "dayLow": 87.87,
  "dayHigh": 92.03,
  "yearHigh": 97.84,
  "yearLow": 58.95,
  "marketCap": 155700612193,
  "priceAvg50": 89.16,
  "priceAvg200": 74.97365,
  "exchange": "NASDAQ",
  "open": 89.48,
  "previousClose": 92.21,
  "timestamp": 1784318401
}

Volume

Key points:

Data:

{
  "volume": 4382668,
  "avgVolume": 4859821,
  "short_ratio": [
    {
      "symbol": "IBKR",
      "file_date": "2026-07-17",
      "date": "20260717",
      "short_volume": 516058,
      "short_exempt_volume": 3175,
      "total_volume": 1977299,
      "short_volume_ratio": 0.261,
      "signal": "Bullish"
    }
  ]
}

Fundamentals

Key points:

Data:

{
  "symbol": "IBKR",
  "marketCap": 155700612193,
  "enterpriseValueTTM": 129229612193,
  "evToSalesTTM": 12.165076926762685,
  "evToOperatingCashFlowTTM": 7.674878975709704,
  "evToFreeCashFlowTTM": 7.71013735415548,
  "evToEBITDATTM": 13.721555764812063,
  "netDebtToEBITDATTM": -2.8106816733913784,
  "currentRatioTTM": 16927.916666666668,
  "incomeQualityTTM": 3.689307624890447,
  "grahamNumberTTM": 25.639185675705303,
  "grahamNetNetTTM": -156.3043374657374,
  "taxBurdenTTM": 0.20743405275779375,
  "interestBurdenTTM": 0.5370251126851255,
  "workingCapitalTTM": 203123000000,
  "investedCapitalTTM": 203123000000,
  "returnOnAssetsTTM": 0.004745164549323654,
  "operatingReturnOnAssetsTTM": 0.04367886366706241,
  "returnOnTangibleAssetsTTM": 0.004745164549323654,
  "returnOnEquityTTM": 0.1988600986637291,
  "returnOnInvestedCapitalTTM": 0.03842595983419254,
  "returnOnCapitalEmployedTTM": 0.04213278960578229,
  "earningsYieldTTM": 0.025739940346669554,
  "freeCashFlowYieldTTM": 0.10764890236413305,
  "capexToOperatingCashFlowTTM": 0.0045729896662311436,
  "capexToDepreciationTTM": 0.8020833333333334,
  "capexToRevenueTTM": 0.007248423232608491,
  "salesGeneralAndAdministrativeToRevenueTTM": 0.025887225830744612,
  "researchAndDevelopementToRevenueTTM": 0,
  "stockBasedCompensationToRevenueTTM": 0.011296243998870376,
  "intangiblesToTotalAssetsTTM": 0,
  "averageReceivablesTTM": 94326000000,
  "averagePayablesTTM": 160567000000,
  "averageInventoryTTM": 0,
  "daysOfSalesOutstandingTTM": 3177.76428504189,
  "daysOfPayablesOutstandingTTM": 68427.71949828962,
  "daysOfInventoryOutstandingTTM": 0,
  "operatingCycleTTM": 3177.76428504189,
  "cashConversionCycleTTM": -65249.955213247726,
  "freeCashFlowToEquityTTM": 16761000000,
  "freeCashFlowToFirmTTM": 20695671462.829735,
  "tangibleAssetValueTTM": 21260000000,
  "netCurrentAssetValueTTM": 5646000000,
  "grossProfitMarginTTM": 0.917443283441589,
  "ebitMarginTTM": 0.8771533465122847,
  "ebitdaMarginTTM": 0.88656688317801,
  "operatingProfitMarginTTM": 0.8675515391132449,
  "pretaxProfitMarginTTM": 0.47105337475289466,
  "continuousOperationsProfitMarginTTM": 0.42963381342370327,
  "netProfitMarginTTM": 0.09771251059022874,
  "bottomLineProfitMarginTTM": 0.09771251059022874,
  "receivablesTurnoverTTM": 0.11486062755444067,
  "payablesTurnoverTTM": 0.005334095636624618,
  "inventoryTurnoverTTM": 0,
  "fixedAssetTurnoverTTM": 0,
  "assetTurnoverTTM": 0.04856250771432098,
  "quickRatioTTM": 16927.916666666668,
  "solvencyRatioTTM": 0.005762346257259898,
  "cashRatioTTM": 4874.916666666667,
  "priceToEarningsRatioTTM": 38.688034188034194,
  "priceToEarningsGrowthRatioTTM": 1.3882176973353453,
  "forwardPriceToEarningsGrowthRatioTTM": 2.494529787528127,
  "priceToBookRatioTTM": 7.220489486880932,
  "priceToSalesRatioTTM": 14.656934217546832,
  "priceToFreeCashFlowRatioTTM": 9.28945839705268,
  "priceToOperatingCashFlowRatioTTM": 2.3949657788472507,
  "debtToAssetsRatioTTM": 0.14641438360861078,
  "debtToEquityRatioTTM": 5.734646374216652,
  "debtToCapitalRatioTTM": 0.8515141041661127,
  "longTermDebtToCapitalRatioTTM": 0.8514667163107364,
  "financialLeverageRatioTTM": 39.167233661593556,
  "workingCapitalTurnoverRatioTTM": 0.0948748978507348,
  "operatingCashFlowRatioTTM": 1403.1666666666667,
  "operatingCashFlowSalesRatioTTM": 1.5850513037748282,
  "freeCashFlowOperatingCashFlowRatioTTM": 0.9954270103337689,
  "debtServiceCoverageRatioTTM": 2.0753582986592694,
  "interestCoverageRatioTTM": 2.1363004172461753,
  "shortTermOperatingCashFlowCoverageRatioTTM": 1403.1666666666667,
  "operatingCashFlowCoverageRatioTTM": 0.5257274884476083,
  "capitalExpenditureCoverageRatioTTM": 218.67532467532467,
  "dividendPaidAndCapexCoverageRatioTTM": 76.53636363636363,
  "dividendPayoutRatioTTM": 0.13776493256262043,
  "dividendYieldTTM": 0.00361759,
  "revenuePerShareTTM": 23.847885859326375,
  "netIncomePerShareTTM": 2.3302367995839948,
  "interestDebtPerShareTTM": 81.58522713919224,
  "cashPerShareTTM": 131.32612961354923,
  "bookValuePerShareTTM": 47.7272007313639,
  "tangibleBookValuePerShareTTM": 47.7272007313639,
  "shareholdersEquityPerShareTTM": 12.537931142270338,
  "operatingCashFlowPerShareTTM": 37.80012257359856,
  "capexPerShareTTM": 0.1728595699113368,
  "freeCashFlowPerShareTTM": 37.627263003687226,
  "netIncomePerEBTTTM": 0.20743405275779375,
  "ebtPerEbitTTM": 0.54296875,
  "priceToFairValueTTM": 7.220489486880932,
  "debtToMarketCapTTM": 0.05302976713931327,
  "effectiveTaxRateTTM": 0.08792965627498002,
  "enterpriseValueMultipleTTM": 13.721555764812063,
  "dividendPerShareTTM": 0.3275,
  "revenue_history": [
    {
      "date": "2025",
      "revenue": 10232000000
    }
  ],
  "dcf": {
    "symbol": "IBKR",
    "date": "2026-07-18",
    "dcf": 28.37411252380227,
    "Stock Price": 90.53
  },
  "statements": {
    "income": [
      {
        "date": "2025-12-31",
        "symbol": "IBKR",
        "reportedCurrency": "USD",
        "cik": "0001381197",
        "filingDate": "2026-02-27",
        "acceptedDate": "2026-02-27 16:08:27",
        "fiscalYear": "2025",
        "period": "FY",
        "revenue": 10232000000,
        "costOfRevenue": 1046000000,
        "grossProfit": 9186000000,
        "researchAndDevelopmentExpenses": 0,
        "generalAndAdministrativeExpenses": 279000000,
        "sellingAndMarketingExpenses": 0,
        "sellingGeneralAndAdministrativeExpenses": 279000000,
        "otherExpenses": 109000000,
        "operatingExpenses": 388000000,
        "costAndExpenses": 1434000000,
        "netInterestIncome": -46000000,
        "interestIncome": 4173000000,
        "interestExpense": 4219000000,
        "depreciationAndAmortization": 97000000,
        "ebitda": 9087000000,
        "ebit": 8990000000,
        "nonOperatingIncomeExcludingInterest": -192000000,
        "operatingIncome": 8798000000,
        "totalOtherIncomeExpensesNet": -4027000000,
        "incomeBeforeTax": 4771000000,
        "incomeTaxExpense": 414000000,
        "netIncomeFromContinuingOperations": 4357000000,
        "netIncomeFromDiscontinuedOperations": 0,
        "otherAdjustmentsToNetIncome": 0,
        "netIncome": 984000000,
        "netIncomeDeductions": 0,
        "bottomLineNetIncome": 984000000,
        "eps": 2.23,
        "epsDiluted": 2.22,
        "weightedAverageShsOut": 445374664,
        "weightedAverageShsOutDil": 447865539
      }
    ],
    "balance_sheet": [
      {
        "date": "2025-12-31",
        "symbol": "IBKR",
        "reportedCurrency": "USD",
        "cik": "0001381197",
        "filingDate": "2026-02-27",
        "acceptedDate": "2026-02-27 16:08:27",
        "fiscalYear": "2025",
        "period": "FY",
        "cashAndCashEquivalents": 4963000000,
        "shortTermInvestments": 0,
        "cashAndShortTermInvestments": 4963000000,
        "netReceivables": 96166000000,
        "accountsReceivables": 90475000000,
        "otherReceivables": 5691000000,
        "inventory": 0,
        "prepaids": 0,
        "otherCurrentAssets": 76962000000,
        "totalCurrentAssets": 178091000000,
        "propertyPlantEquipmentNet": 0,
        "goodwill": 0,
        "intangibleAssets": 0,
        "goodwillAndIntangibleAssets": 0,
        "longTermInvestments": 23579000000,
        "taxAssets": 0,
        "otherNonCurrentAssets": 1570000000,
        "totalNonCurrentAssets": 25149000000,
        "otherAssets": 0,
        "totalAssets": 203240000000,
        "totalPayables": 156937000000,
        "accountPayables": 156720000000,
        "otherPayables": 217000000,
        "accruedExpenses": 321000000,
        "shortTermDebt": 19000000,
        "capitalLeaseObligationsCurrent": 0,
        "taxPayables": 0,
        "deferredRevenue": 0,
        "otherCurrentLiabilities": 0,
        "totalCurrentLiabilities": 157277000000,
        "longTermDebt": 0,
        "capitalLeaseObligationsNonCurrent": 0,
        "deferredRevenueNonCurrent": 0,
        "deferredTaxLiabilitiesNonCurrent": 0,
        "otherNonCurrentLiabilities": 25491000000,
        "totalNonCurrentLiabilities": 25491000000,
        "otherLiabilities": 0,
        "capitalLeaseObligations": 0,
        "totalLiabilities": 182768000000,
        "treasuryStock": -16000000,
        "preferredStock": 0,
        "commonStock": 1000000,
        "retainedEarnings": 3365000000,
        "additionalPaidInCapital": 1957000000,
        "accumulatedOtherComprehensiveIncomeLoss": 56000000,
        "otherTotalStockholdersEquity": 0,
        "totalStockholdersEquity": 5363000000,
        "totalEquity": 20472000000,
        "minorityInterest": 15109000000,
        "totalLiabilitiesAndTotalEquity": 203240000000,
        "totalInvestments": 23579000000,
        "totalDebt": 19000000,
        "netDebt": -4944000000
      }
    ],
    "cash_flow": [
      {
        "date": "2025-12-31",
        "symbol": "IBKR",
        "reportedCurrency": "USD",
        "cik": "0001381197",
        "filingDate": "2026-02-27",
        "acceptedDate": "2026-02-27 16:08:27",
        "fiscalYear": "2025",
        "period": "FY",
        "netIncome": 4357000000,
        "depreciationAndAmortization": 93000000,
        "deferredIncomeTax": 41000000,
        "stockBasedCompensation": 118000000,
        "changeInWorkingCapital": 11237000000,
        "accountsReceivables": -35856000000,
        "inventory": 0,
        "accountsPayables": 38993000000,
        "otherWorkingCapital": 8100000000,
        "otherNonCashItems": -35000000,
        "netCashProvidedByOperatingActivities": 15811000000,
        "investmentsInPropertyPlantAndEquipment": -67000000,
        "acquisitionsNet": 0,
        "purchasesOfInvestments": -105000000,
        "salesMaturitiesOfInvestments": 0,
        "otherInvestingActivities": 1000000,
        "netCashProvidedByInvestingActivities": -171000000,
        "netDebtIssuance": 5000000,
        "longTermNetDebtIssuance": 0,
        "shortTermNetDebtIssuance": 5000000,
        "netStockIssuance": 11000000,
        "netCommonStockIssuance": 11000000,
        "commonStockIssuance": 95000000,
        "commonStockRepurchased": -84000000,
        "netPreferredStockIssuance": 0,
        "netDividendsPaid": -134000000,
        "commonDividendsPaid": -134000000,
        "preferredDividendsPaid": 0,
        "otherFinancingActivities": -851000000,
        "netCashProvidedByFinancingActivities": -969000000,
        "effectOfForexChangesOnCash": 391000000,
        "netChangeInCash": 15062000000,
        "cashAtEndOfPeriod": 55295000000,
        "cashAtBeginningOfPeriod": 40233000000,
        "operatingCashFlow": 15811000000,
        "capitalExpenditure": -67000000,
        "freeCashFlow": 15744000000,
        "incomeTaxesPaid": 316000000,
        "interestPaid": 4209000000
      }
    ]
  }
}

Technical

Data:

{
  "price": 90.53,
  "rsi": 47.55769706691113,
  "sma50": 89.15999999999998,
  "sma200": 74.97365000000003,
  "adx": 17.9509635905323,
  "high_52w": 97.41,
  "low_52w": 13.16,
  "structure": {
    "ema8": 93.38632563696599,
    "ema21": 92.54101572901807,
    "ema50": 88.79356390164797,
    "ema200": 76.10133905484746,
    "checks": {
      "price_above_all": false,
      "ema_stacked": true,
      "ema21_rising": true,
      "ema50_rising": true,
      "adx_over_30": false,
      "higher_highs_lows": false,
      "near_21ema": false
    },
    "dist_21ema_pct": -2.2,
    "crossover": {
      "fresh_cross": false,
      "pre_compressed": false,
      "held_above_21": false,
      "candles_since": 69,
      "intraday_support": false
    },
    "momentum": {
      "roc10": -0.9,
      "checks": {
        "roc_over_5": false,
        "rsi_in_band": false,
        "macd_expanding": false,
        "top_quartile_3d": false,
        "no_big_down": true,
        "near_high": false
      },
      "volume": {
        "rvol": 0.98,
        "checks": {
          "rvol_over_2": false,
          "up_vol_beats_down": false,
          "obv_new_high": false,
          "surge_day": false,
          "pullback_declining_vol": false,
          "last_up_beats_down": false
        }
      }
    },
    "relative_strength": {
      "sector": "Financial Services",
      "sector_etf": "XLF",
      "checks": {
        "beats_spy_all": false,
        "beats_sector_10d": false,
        "rs_line_at_high": false,
        "sector_top3": true
      }
    },
    "commodity": {},
    "universe": {
      "checks": {
        "price_over_20": true,
        "avg_vol_over_2m": true,
        "mcap_over_1b": true,
        "no_earnings_7d": false,
        "not_lev_etf_spac": true,
        "bidask_spread": null,
        "dollar_vol_over_10m": true
      },
      "avg_dollar_vol": 439959595.13,
      "avg_vol": 4859821
    },
    "options": {
      "checks": {
        "call_vol_2x": false,
        "ivr_under_40": false,
        "iv_contracting": false,
        "oi_calls_above_price": false
      },
      "vals": {
        "call_vol_mult": 0.7,
        "iv_rank": 59.0
      }
    }
  }
}

Analyst Ratings

Key points:

Data:

{
  "estimates": [
    {
      "symbol": "IBKR",
      "date": "2029-12-31",
      "revenueLow": 9872027873,
      "revenueHigh": 10801695052,
      "revenueAvg": 10331233213,
      "ebitdaLow": 7987809420,
      "ebitdaHigh": 8740036252,
      "ebitdaAvg": 8359368819,
      "ebitLow": 7826469936,
      "ebitHigh": 8563503129,
      "ebitAvg": 8190524499,
      "netIncomeLow": 1602888374,
      "netIncomeHigh": 1801892948,
      "netIncomeAvg": 1701185903,
      "sgaExpenseLow": 426159813,
      "sgaExpenseHigh": 466292073,
      "sgaExpenseAvg": 445982980,
      "epsAvg": 3.79843,
      "epsHigh": 4.02329,
      "epsLow": 3.57895,
      "numAnalystsRevenue": 2,
      "numAnalystsEps": 2
    },
    {
      "symbol": "IBKR",
      "date": "2028-12-31",
      "revenueLow": 9380307593,
      "revenueHigh": 9619063864,
      "revenueAvg": 9499685729,
      "ebitdaLow": 7589941025,
      "ebitdaHigh": 7783127229,
      "ebitdaAvg": 7686534128,
      "ebitLow": 7436637772,
      "ebitHigh": 7625921960,
      "ebitAvg": 7531279866,
      "netIncomeLow": 1387541186,
      "netIncomeHigh": 1638529514,
      "netIncomeAvg": 1531889010,
      "sgaExpenseLow": 404933027,
      "sgaExpenseHigh": 415239757,
      "sgaExpenseAvg": 410086392,
      "epsAvg": 3.4613,
      "epsHigh": 3.65853,
      "epsLow": 3.09812,
      "numAnalystsRevenue": 3,
      "numAnalystsEps": 4
    },
    {
      "symbol": "IBKR",
      "date": "2027-12-31",
      "revenueLow": 8033657867,
      "revenueHigh": 8343837708,
      "revenueAvg": 8188747788,
      "ebitdaLow": 6500318761,
      "ebitdaHigh": 6751296319,
      "ebitdaAvg": 6625807540,
      "ebitLow": 6369023931,
      "ebitHigh": 6614932192,
      "ebitAvg": 6491978062,
      "netIncomeLow": 1295975077,
      "netIncomeHigh": 1393175335,
      "netIncomeAvg": 1338958540,
      "sgaExpenseLow": 346800290,
      "sgaExpenseHigh": 360190263,
      "sgaExpenseAvg": 353495276,
      "epsAvg": 3.00735,
      "epsHigh": 3.1107,
      "epsLow": 2.89367,
      "numAnalystsRevenue": 4,
      "numAnalystsEps": 7
    },
    {
      "symbol": "IBKR",
      "date": "2026-12-31",
      "revenueLow": 7116905277,
      "revenueHigh": 7259651228,
      "revenueAvg": 7188278253,
      "ebitdaLow": 5758541583,
      "ebitdaHigh": 5874042417,
      "ebitdaAvg": 5816292000,
      "ebitLow": 5642229328,
      "ebitHigh": 5755397251,
      "ebitAvg": 5698813290,
      "netIncomeLow": 1143181269,
      "netIncomeHigh": 1179762926,
      "netIncomeAvg": 1161472097.5,
      "sgaExpenseLow": 307225532,
      "sgaExpenseHigh": 313387649,
      "sgaExpenseAvg": 310306591,
      "epsAvg": 2.60356,
      "epsHigh": 2.63419,
      "epsLow": 2.55251,
      "numAnalystsRevenue": 4,
      "numAnalystsEps": 6
    }
  ],
  "price_target": {
    "symbol": "IBKR",
    "targetHigh": 108,
    "targetLow": 82,
    "targetConsensus": 98.25,
    "targetMedian": 101.5
  },
  "ratings": {
    "symbol": "IBKR",
    "rating": "B-",
    "overallScore": 3,
    "discountedCashFlowScore": 5,
    "returnOnEquityScore": 5,
    "returnOnAssetsScore": 2,
    "debtToEquityScore": 1,
    "priceToEarningsScore": 1,
    "priceToBookScore": 1
  },
  "grades": [
    {
      "symbol": "IBKR",
      "date": "2026-07-15",
      "gradingCompany": "Piper Sandler",
      "previousGrade": "Overweight",
      "newGrade": "Overweight",
      "action": "maintain"
    },
    {
      "symbol": "IBKR",
      "date": "2026-07-14",
      "gradingCompany": "B of A Securities",
      "previousGrade": "Buy",
      "newGrade": "Buy",
      "action": "maintain"
    },
    {
      "symbol": "IBKR",
      "date": "2026-07-09",
      "gradingCompany": "Barclays",
      "previousGrade": "Overweight",
      "newGrade": "Overweight",
      "action": "maintain"
    },
    {
      "symbol": "IBKR",
      "date": "2026-04-22",
      "gradingCompany": "Goldman Sachs",
      "previousGrade": "Buy",
      "newGrade": "Buy",
      "action": "maintain"
    },
    {
      "symbol": "IBKR",
      "date": "2026-04-22",
      "gradingCompany": "Barclays",
      "previousGrade": "Overweight",
      "newGrade": "Overweight",
      "action": "maintain"
    },
    {
      "symbol": "IBKR",
      "date": "2026-04-22",
      "gradingCompany": "BMO Capital",
      "previousGrade": "Outperform",
      "newGrade": "Outperform",
      "action": "maintain"
    },
    {
      "symbol": "IBKR",
      "date": "2026-04-22",
      "gradingCompany": "Piper Sandler",
      "previousGrade": "Overweight",
      "newGrade": "Overweight",
      "action": "maintain"
    },
    {
      "symbol": "IBKR",
      "date": "2026-04-08",
      "gradingCompany": "Barclays",
      "previousGrade": "Overweight",
      "newGrade": "Overweight",
      "action": "maintain"
    },
    {
      "symbol": "IBKR",
      "date": "2026-04-06",
      "gradingCompany": "Jefferies",
      "previousGrade": "Buy",
      "newGrade": "Buy",
      "action": "maintain"
    },
    {
      "symbol": "IBKR",
      "date": "2026-01-21",
      "gradingCompany": "Barclays",
      "previousGrade": "Overweight",
      "newGrade": "Overweight",
      "action": "maintain"
    },
    {
      "symbol": "IBKR",
      "date": "2026-01-21",
      "gradingCompany": "BMO Capital",
      "previousGrade": "Outperform",
      "newGrade": "Outperform",
      "action": "maintain"
    },
    {
      "symbol": "IBKR",
      "date": "2026-01-08",
      "gradingCompany": "Barclays",
      "previousGrade": "Overweight",
      "newGrade": "Overweight",
      "action": "maintain"
    },
    {
      "symbol": "IBKR",
      "date": "2025-12-12",
      "gradingCompany": "Barclays",
      "previousGrade": "Overweight",
      "newGrade": "Overweight",
      "action": "maintain"
    },
    {
      "symbol": "IBKR",
      "date": "2025-10-17",
      "gradingCompany": "BMO Capital",
      "previousGrade": "Outperform",
      "newGrade": "Outperform",
      "action": "maintain"
    },
    {
      "symbol": "IBKR",
      "date": "2025-10-17",
      "gradingCompany": "Barclays",
      "previousGrade": "Overweight",
      "newGrade": "Overweight",
      "action": "maintain"
    },
    {
      "symbol": "IBKR",
      "date": "2025-10-08",
      "gradingCompany": "Barclays",
      "previousGrade": "Overweight",
      "newGrade": "Overweight",
      "action": "maintain"
    },
    {
      "symbol": "IBKR",
      "date": "2025-07-18",
      "gradingCompany": "Piper Sandler",
      "previousGrade": "Overweight",
      "newGrade": "Overweight",
      "action": "maintain"
    },
    {
      "symbol": "IBKR",
      "date": "2025-07-18",
      "gradingCompany": "Barclays",
      "previousGrade": "Overweight",
      "newGrade": "Overweight",
      "action": "maintain"
    }
  ]
}

News

Data:

[
  {
    "title": "Interactive Brokers (IBKR) Upgraded to Strong Buy: Here's What You Should Know",
    "url": "https://www.zacks.com/stock/news/2955048/interactive-brokers-ibkr-upgraded-to-strong-buy-here-s-what-you-should-know?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|yseop_template_12_zacks_rank_upgrade-2955048",
    "source": "Zacks Investment Research",
    "date": "2026-07-16 13:01:08",
    "summary": "Interactive Brokers (IBKR) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #1 (Strong Buy)."
  },
  {
    "title": "Volatility, Increased Client Activity to Support IBKR's Q2 Earnings",
    "url": "https://www.zacks.com/stock/news/2955065/volatility-increased-client-activity-to-support-ibkr-s-q2-earnings?cid=CS-STOCKNEWSAPI-FT-analyst_blog|earnings_preview-2955065",
    "source": "Zacks Investment Research",
    "date": "2026-07-16 12:06:17",
    "summary": "Interactive Brokers' Q2 results may reflect the benefits of higher client trading, rising accounts and stronger net interest income."
  },
  {
    "title": "Interactive Brokers Group, Inc. (IBKR) is Attracting Investor Attention: Here is What You Should Know",
    "url": "https://www.zacks.com/stock/news/2954585/interactive-brokers-group-inc-ibkr-is-attracting-investor-attention-here-is-what-you-should-know?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|most_searched_stocks_v1-2954585",
    "source": "Zacks Investment Research",
    "date": "2026-07-16 10:37:01",
    "summary": "Interactive Brokers (IBKR) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock."
  },
  {
    "title": "New Strong Buy Stocks for July 16th",
    "url": "https://www.zacks.com/commentary/2953659/new-strong-buy-stocks-for-july-16th?cid=CS-STOCKNEWSAPI-FT-zacks_1_rank_additions-2953659",
    "source": "Zacks Investment Research",
    "date": "2026-07-16 05:50:14",
    "summary": "XPRO, NBR, TROW, IBKR and TREX have been added to the Zacks Rank #1 (Strong Buy) List on July 16, 2026."
  },
  {
    "title": "Is Interactive Brokers Group (IBKR) One of the Top Wonderful Stocks to Buy Now?",
    "url": "https://finance.yahoo.com/markets/stocks/articles/interactive-brokers-group-ibkr-one-083410410.html",
    "source": "Yahoo! Finance",
    "date": "2026-07-15T08:34:10Z",
    "summary": "Interactive Brokers Group, Inc. (NASDAQ:IBKR) is one of the top wonderful stocks to buy now. Barclays lifted the price target on Interactive Brokers Group, Inc. (NASDAQ:IBKR) to $108 from $93 on July 9 and maintained an Overweight rating on the shares. For additional reference, I"
  },
  {
    "title": "Interactive Brokers Group, Inc. (IBKR) Is Up 3.02% in One Week: What You Should Know",
    "url": "https://www.zacks.com/stock/news/2954224/interactive-brokers-group-inc-ibkr-is-up-3-02-in-one-week-what-you-should-know?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|yseop_template_10-2954224",
    "source": "Zacks Investment Research",
    "date": "2026-07-15 13:01:12",
    "summary": "Does Interactive Brokers Group, Inc. (IBKR) have what it takes to be a top stock pick for momentum investors? Let's find out."
  },
  {
    "title": "Here's Why Interactive Brokers Group, Inc. (IBKR) is a Strong Growth Stock",
    "url": "https://www.zacks.com/stock/news/2953901/here-s-why-interactive-brokers-group-inc-ibkr-is-a-strong-growth-stock?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|zacks_education_growth_score-2953901",
    "source": "Zacks Investment Research",
    "date": "2026-07-15 10:46:07",
    "summary": "Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service."
  },
  {
    "title": "Interactive Brokers: Resilient Revenue Growth And Expanding Profits Make A Compelling Buy",
    "url": "https://seekingalpha.com/article/4922090-interactive-brokers-stock-resilient-revenue-growth-expanding-profits-compelling-buy",
    "source": "Seeking Alpha",
    "date": "2026-07-14 20:49:06",
    "summary": "Interactive Brokers Group is upgraded to a buy rating, driven by robust growth in net interest income and commissions. IBKR's net interest income rose 17% YoY to $904 million in Q1, outperforming despite rate cuts, with client accounts up 34%. Commission revenue reached a record "
  },
  {
    "title": "Interactive Brokers Group, Inc. (IBKR) Beats Stock Market Upswing: What Investors Need to Know",
    "url": "https://www.zacks.com/stock/news/2953550/interactive-brokers-group-inc-ibkr-beats-stock-market-upswing-what-investors-need-to-know?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|yseop_template_6v2-2953550",
    "source": "Zacks Investment Research",
    "date": "2026-07-14 19:01:09",
    "summary": "In the latest trading session, Interactive Brokers Group, Inc. (IBKR) closed at $95.61, marking a +2.19% move from the previous day."
  },
  {
    "title": "Interactive Brokers Builds Out One of the Most Comprehensive and Low-Cost Solutions for Accessing Cryptocurrency Available",
    "url": "https://www.gurufocus.com/news/8958033/interactive-brokers-builds-out-one-of-the-most-comprehensive-and-lowcost-solutions-for-accessing-cryptocurrency-available",
    "source": "GuruFocus",
    "date": "2026-07-14 11:00:00",
    "summary": "[url=\"]Interactive Brokers[/url] (Nasdaq: IBKR), an automated global broker, today announced the addition of nine new tokens for trading through zerohash and t"
  },
  {
    "title": "Why Interactive Brokers Stock Zoomed 35.3% Higher In The First Half of 2026",
    "url": "https://www.fool.com/investing/2026/07/11/why-interactive-brokers-stock-zoomed-353-higher-in/?source=iedfolrf0000001",
    "source": "The Motley Fool",
    "date": "2026-07-12T01:16:44Z",
    "summary": "Interactive Brokers (IBKR) stock surged 35.3% in the first half of 2026, driven by strong customer account growth (31% increase to 4.75 million), revenue expansion, and expansion into new markets like South Korea. The company maintains exceptional profitability with a 77% pre-tax"
  },
  {
    "title": "The Bull Case For Interactive Brokers Group (IBKR) Could Change Following Expanded Korean Access Via Nextrade",
    "url": "https://finance.yahoo.com/markets/stocks/articles/bull-case-interactive-brokers-group-051227336.html",
    "source": "Yahoo! Finance",
    "date": "2026-07-09T05:12:27Z",
    "summary": "* Interactive Brokers recently expanded access to Korean equities for clients outside Korea by adding South Korea's first Alternative Trading System, Nextrade, which offers roughly 650 KOSPI and KOSDAQ securities, extended 8:00 AM-8:00 PM KST trading hours, and IB SmartRouting ac"
  },
  {
    "title": "Goldman Sachs vs. Interactive Brokers: Which Financial Stock Is a Better Buy in 2026?",
    "url": "https://www.fool.com/coverage/better-buy/2026/07/08/goldman-sachs-vs-interactive-brokers-which-financial-stock-is-a-better-buy-in-2026/?source=iedfolrf0000001",
    "source": "The Motley Fool",
    "date": "2026-07-08T12:07:03Z",
    "summary": "Goldman Sachs and Interactive Brokers represent two different approaches to financial services. Goldman Sachs dominates institutional finance with $3.6 trillion in assets under supervision and a 29.5% net margin, but carries significant debt (4.9x debt-to-equity) and negative fre"
  },
  {
    "title": "Prediction: This Under-the-Radar Growth Stock Is Going to Soar After July 21",
    "url": "https://finance.yahoo.com/markets/stocks/articles/prediction-under-radar-growth-stock-092000021.html",
    "source": "Yahoo! Finance",
    "date": "2026-07-08T09:20:00Z",
    "summary": "The stock market experienced a bout of volatility in June as investors navigated the fragile ceasefire between the U.S. and Iran, which had oil markets on edge. Plus, semiconductor giant Micron Technology released its latest quarterly operating results last month, which gave inve"
  },
  {
    "title": "Interactive Brokers Group, Inc. (IBKR) Dips More Than Broader Market: What You Should Know",
    "url": "https://www.zacks.com/stock/news/2949805/interactive-brokers-group-inc-ibkr-dips-more-than-broader-market-what-you-should-know?cid=CS-STOCKNEWSAPI-FT-tale_of_the_tape|yseop_template_6v2-2949805",
    "source": "Zacks Investment Research",
    "date": "2026-07-07 19:01:13",
    "summary": "Interactive Brokers Group, Inc. (IBKR) closed at $94.57 in the latest trading session, marking a -1.48% move from the prior day."
  },
  {
    "title": "Polymarket\u2019s World Cup Bets Hit $3.9 Billion. Now Trump and Zuckerberg Want A Piece.",
    "url": "https://247wallst.com/investing/2026/07/07/polymarkets-world-cup-bets-hit-3-9-billion-now-trump-and-zuckerberg-want-a-piece/",
    "source": "247 Wallst",
    "date": "2026-07-07 15:58:59",
    "summary": "Prediction markets just had their coming-out party, and the numbers are staggering. $3,996,191,303 has traded on the \"World Cup Winner\" market as of July 6, 2026, per Polymarket, a single contract that has quietly surpassed the platform's 2024 US presidential contract (~$4 billio"
  },
  {
    "title": "Brokerages Accelerate Rollout of AI Trading Tools as Automated Investing Expands",
    "url": "https://finance.yahoo.com/technology/ai/articles/brokerages-accelerate-rollout-ai-trading-140623312.html",
    "source": "Yahoo! Finance",
    "date": "2026-07-05T14:06:23Z",
    "summary": "Brokerage firms are rapidly introducing artificial intelligence-powered trading capabilities, with new offerings ranging from fully autonomous trading agents to AI assistants that require investor approval, according to a recent Jefferies industry overview.\n\nEarlier this month, C"
  },
  {
    "title": "Is Oppenheimer Holdings Inc. (OPY) A Good Stock To Buy Now?",
    "url": "https://finance.yahoo.com/markets/stocks/articles/oppenheimer-holdings-inc-opy-good-182517913.html",
    "source": "Yahoo! Finance",
    "date": "2026-07-03T18:25:17Z",
    "summary": "Is OPY a good stock to buy? We came across a bullish thesis on Oppenheimer Holdings Inc. on TradersPro's Substack. In this article, we will summarize the bulls' thesis on OPY. Oppenheimer Holdings Inc.'s share was trading at $111.84 as of July 1st. OPY's trailing P/E was 13.33 ac"
  },
  {
    "title": "Is It Worth Investing in Interactive Brokers (IBKR) Based on Wall Street's Bullish Views?",
    "url": "https://www.zacks.com/stock/news/2947658/is-it-worth-investing-in-interactive-brokers-ibkr-based-on-wall-street-s-bullish-views?cid=CS-STOCKNEWSAPI-FT-fundamental_analysis|average_broker_rating-2947658",
    "source": "Zacks Investment Research",
    "date": "2026-07-03 10:31:07",
    "summary": "When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?"
  },
  {
    "title": "Interactive Brokers' June 2026 Client DARTs Rise on Trading Momentum",
    "url": "https://www.zacks.com/stock/news/2947250/interactive-brokers-june-2026-client-darts-rise-on-trading-momentum?cid=CS-STOCKNEWSAPI-FT-analyst_blog|company_news_finance_sector-2947250",
    "source": "Zacks Investment Research",
    "date": "2026-07-02 12:36:12",
    "summary": "IBKR's June client DARTs jump 53% year over year as customer accounts climb and trading activity stays strong across key metrics."
  },
  {
    "title": "Why Interactive Brokers Group Stockholders Won big on Wednesday",
    "url": "https://www.fool.com/investing/2026/07/01/why-interactive-brokers-group-stockholders-won-big/?source=iedfolrf0000001",
    "source": "The Motley Fool",
    "date": "2026-07-01T23:09:50Z",
    "summary": "Interactive Brokers Group (IBKR) stock surged 7.16% on Wednesday following strong June operational metrics. Daily average revenue trades (DARTs) rose 53% year-over-year to 5.27 million, customer accounts grew 34% year-over-year to 5.19 million, and client equity reached $930 bill"
  },
  {
    "title": "Interactive Brokers Group (IBKR) Surged on Account Growth and Improved Trading Volume",
    "url": "https://finance.yahoo.com/markets/stocks/articles/interactive-brokers-group-ibkr-surged-140943640.html",
    "source": "Yahoo! Finance",
    "date": "2026-06-30T14:09:43Z",
    "summary": "TimesSquare Capital Management, an equity investment management company, released its \"U.S. Mid Cap Growth Strategy\" first-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Strategy fell 7.72% (net) in the quarter compared to -6.35% for the Russell Mi"
  },
  {
    "title": "Interactive Brokers Is a Sneaky Way to Profit From High Interest Rates",
    "url": "https://finance.yahoo.com/markets/stocks/articles/interactive-brokers-sneaky-way-profit-140400619.html",
    "source": "Yahoo! Finance",
    "date": "2026-06-26T14:04:00Z",
    "summary": "Last week, Federal Reserve Chairman Kevin Warsh held his first Federal Open Market Committee (FOMC) meeting, making statements strongly suggesting a \"higher for longer\" interest rate policy, including possible rate hikes down the road.\n\nFor stock market investors, this could be c"
  },
  {
    "title": "Cboe Launches S&P 500 Prediction Market",
    "url": "https://finance.yahoo.com/markets/options/articles/cboe-launches-p-500-prediction-161500319.html",
    "source": "Yahoo! Finance",
    "date": "2026-06-24T16:15:00Z",
    "summary": "Cboe Global Markets (BATS: $CBOE) has launched a prediction market tied to the performance of the benchmark S&P 500 stock index.\n\nCboe is an American financial exchange operator and runs the largest exchange for trading options contracts.\n\nThe company has launched a new platform "
  },
  {
    "title": "'Winners win' -- Josh Brown on three winning Best Stocks to keep riding",
    "url": "https://www.cnbc.com/2026/06/22/winners-win-josh-brown-on-three-winning-best-stocks-to-keep-riding.html",
    "source": "CNBC",
    "date": "2026-06-22T14:58:43Z",
    "summary": "(This is The Best Stocks in the Market , brought to you by Josh Brown and Sean Russo of Ritholtz Wealth Management.) Josh -- Today, we're bringing you up to speed on three names we've been talking about all year. New stops and set-ups for traders and investors who took our calls "
  }
]

Calendar / Earnings

Key points:

Data:

[
  {
    "symbol": "IBKR",
    "date": "2026-07-21",
    "epsActual": null,
    "epsEstimated": 0.64,
    "revenueActual": null,
    "revenueEstimated": 1797700000,
    "lastUpdated": "2026-07-18"
  },
  {
    "symbol": "IBKR",
    "date": "2026-04-21",
    "epsActual": 0.6,
    "epsEstimated": 0.57,
    "revenueActual": 1680000000,
    "revenueEstimated": 1685123000,
    "lastUpdated": "2026-07-18"
  },
  {
    "symbol": "IBKR",
    "date": "2026-01-20",
    "epsActual": 0.65,
    "epsEstimated": 0.595,
    "revenueActual": 1643000000,
    "revenueEstimated": 1638848000,
    "lastUpdated": "2026-04-20"
  },
  {
    "symbol": "IBKR",
    "date": "2025-10-16",
    "epsActual": 0.57,
    "epsEstimated": 0.542,
    "revenueActual": 1570000000,
    "revenueEstimated": 1526741100,
    "lastUpdated": "2026-03-24"
  }
]

Short & Liquidity

Data:

{
  "borrow": [
    {
      "date": "2026-07-17",
      "fee_pct": 0.25,
      "available": 4600000,
      "rebate_pct": 3.37,
      "high_fee": 0.25,
      "low_fee": 0.25,
      "utilization_signal": "Low"
    },
    {
      "date": "2026-07-16",
      "fee_pct": 0.25,
      "available": 4700000,
      "rebate_pct": 3.38,
      "high_fee": 0.25,
      "low_fee": 0.25,
      "utilization_signal": "Low"
    },
    {
      "date": "2026-07-15",
      "fee_pct": 0.25,
      "available": 4700000,
      "rebate_pct": 3.38,
      "high_fee": 0.25,
      "low_fee": 0.25,
      "utilization_signal": "Low"
    },
    {
      "date": "2026-07-14",
      "fee_pct": 0.25,
      "available": 4500000,
      "rebate_pct": 3.37,
      "high_fee": 0.25,
      "low_fee": 0.25,
      "utilization_signal": "Low"
    },
    {
      "date": "2026-07-13",
      "fee_pct": 0.25,
      "available": 5100000,
      "rebate_pct": 3.37,
      "high_fee": 0.25,
      "low_fee": 0.25,
      "utilization_signal": "Low"
    }
  ],
  "short_interest": [
    {
      "symbol": "IBKR",
      "file_date": "",
      "error": "Symbol not found in FINRA biweekly file",
      "days_to_cover": null
    }
  ],
  "ftd": {
    "symbol": "IBKR",
    "periods": [
      {
        "file_period": "202603a",
        "settlement_date": "20260313",
        "quantity_fails": 714,
        "price": 66.92
      },
      {
        "file_period": "202603b",
        "settlement_date": "20260331",
        "quantity_fails": 2420,
        "price": 63.69
      },
      {
        "file_period": "202604a",
        "settlement_date": "20260414",
        "quantity_fails": 1,
        "price": 74.55
      },
      {
        "file_period": "202604b",
        "settlement_date": "20260429",
        "quantity_fails": 4,
        "price": 77.49
      },
      {
        "file_period": "202606a",
        "settlement_date": "20260612",
        "quantity_fails": 688,
        "price": 88.83
      },
      {
        "file_period": "202606b",
        "settlement_date": "20260630",
        "quantity_fails": 9750,
        "price": 88.2
      }
    ],
    "trend": "rising",
    "trend_description": "FTD quantity increasing \u2014 settlement pressure building, potential squeeze precursor"
  }
}

Whales & Insiders

Key points:

Data:

{
  "insider": [
    {
      "symbol": "IBKR",
      "filingDate": "2026-07-01",
      "transactionDate": "2026-07-01",
      "reportingCik": "0002067952",
      "companyCik": "0001381197",
      "transactionType": "P-Purchase",
      "securitiesOwned": 2509,
      "reportingName": "Conkling Lori A",
      "typeOfOwner": "director",
      "acquisitionOrDisposition": "A",
      "directOrIndirect": "D",
      "formType": "4",
      "securitiesTransacted": 25,
      "price": 88.03,
      "securityName": "Class A common stock",
      "url": "https://www.sec.gov/Archives/edgar/data/1381197/000138119726000113/0001381197-26-000113-index.htm"
    },
    {
      "symbol": "IBKR",
      "filingDate": "2026-06-02",
      "transactionDate": "2026-06-01",
      "reportingCik": "0002067952",
      "companyCik": "0001381197",
      "transactionType": "P-Purchase",
      "securitiesOwned": 2484,
      "reportingName": "Conkling Lori A",
      "typeOfOwner": "director",
      "acquisitionOrDisposition": "A",
      "directOrIndirect": "D",
      "formType": "4",
      "securitiesTransacted": 25,
      "price": 86.1,
      "securityName": "Class A common stock",
      "url": "https://www.sec.gov/Archives/edgar/data/1381197/000138119726000111/0001381197-26-000111-index.htm"
    },
    {
      "symbol": "IBKR",
      "filingDate": "2026-05-28",
      "transactionDate": "2026-05-08",
      "reportingCik": "0001391403",
      "companyCik": "0001381197",
      "transactionType": "F-InKind",
      "securitiesOwned": 2856806,
      "reportingName": "Brody Paul Jonathan",
      "typeOfOwner": "director, officer: Chief Financial Officer",
      "acquisitionOrDisposition": "D",
      "directOrIndirect": "D",
      "formType": "4",
      "securitiesTransacted": 82920,
      "price": 84.42,
      "securityName": "Class A common stock",
      "url": "https://www.sec.gov/Archives/edgar/data/1381197/000138119726000108/0001381197-26-000108-index.htm"
    },
    {
      "symbol": "IBKR",
      "filingDate": "2026-05-28",
      "transactionDate": "2026-05-08",
      "reportingCik": "0001665345",
      "companyCik": "0001381197",
      "transactionType": "F-InKind",
      "securitiesOwned": 145071,
      "reportingName": "Mendonca Denis",
      "typeOfOwner": "officer: Chief Accounting Officer",
      "acquisitionOrDisposition": "D",
      "directOrIndirect": "D",
      "formType": "4",
      "securitiesTransacted": 11157,
      "price": 84.42,
      "securityName": "Class A common stock",
      "url": "https://www.sec.gov/Archives/edgar/data/1381197/000138119726000107/0001381197-26-000107-index.htm"
    },
    {
      "symbol": "IBKR",
      "filingDate": "2026-05-28",
      "transactionDate": "2026-05-08",
      "reportingCik": "0001391404",
      "companyCik": "0001381197",
      "transactionType": "F-InKind",
      "securitiesOwned": 3215389,
      "reportingName": "Galik Milan",
      "typeOfOwner": "director, officer: Chief Executive Officer",
      "acquisitionOrDisposition": "D",
      "directOrIndirect": "D",
      "formType": "4",
      "securitiesTransacted": 255039,
      "price": 84.42,
      "securityName": "Class A common stock",
      "url": "https://www.sec.gov/Archives/edgar/data/1381197/000138119726000106/0001381197-26-000106-index.htm"
    },
    {
      "symbol": "IBKR",
      "filingDate": "2026-05-28",
      "transactionDate": "2026-05-08",
      "reportingCik": "0001391401",
      "companyCik": "0001381197",
      "transactionType": "F-InKind",
      "securitiesOwned": 251518,
      "reportingName": "Frank Thomas AJ",
      "typeOfOwner": "officer: Executive Vice President",
      "acquisitionOrDisposition": "D",
      "directOrIndirect": "D",
      "formType": "4",
      "securitiesTransacted": 31730,
      "price": 84.42,
      "securityName": "Class A common stock",
      "url": "https://www.sec.gov/Archives/edgar/data/1381197/000138119726000105/0001381197-26-000105-index.htm"
    },
    {
      "symbol": "IBKR",
      "filingDate": "2026-05-28",
      "transactionDate": "2026-05-08",
      "reportingCik": "0001391400",
      "companyCik": "0001381197",
      "transactionType": "F-InKind",
      "securitiesOwned": 429344,
      "reportingName": "Nemser Earl H",
      "typeOfOwner": "director, officer: Vice Chairman",
      "acquisitionOrDisposition": "D",
      "directOrIndirect": "D",
      "formType": "4",
      "securitiesTransacted": 22486,
      "price": 84.42,
      "securityName": "Class A common stock",
      "url": "https://www.sec.gov/Archives/edgar/data/1381197/000138119726000104/0001381197-26-000104-index.htm"
    },
    {
      "symbol": "IBKR",
      "filingDate": "2026-05-04",
      "transactionDate": "2026-05-01",
      "reportingCik": "0002067952",
      "companyCik": "0001381197",
      "transactionType": "P-Purchase",
      "securitiesOwned": 2459,
      "reportingName": "Conkling Lori A",
      "typeOfOwner": "director",
      "acquisitionOrDisposition": "A",
      "directOrIndirect": "D",
      "formType": "4",
      "securitiesTransacted": 25,
      "price": 79.64,
      "securityName": "Class A common stock",
      "url": "https://www.sec.gov/Archives/edgar/data/1381197/000138119726000088/0001381197-26-000088-index.htm"
    }
  ],
  "congress": [
    "status",
    "endpoint",
    "provided",
    "message",
    {
      "symbol": "IBKR",
      "senateID": "K000389",
      "disclosureDate": "2026-05-13",
      "transactionDate": "2026-04-13",
      "firstName": "Ro",
      "lastName": "Khanna",
      "office": "Ro Khanna",
      "district": "CA17",
      "owner": "Spouse",
      "assetDescription": "Interactive Brokers Group Inc",
      "assetType": "Stock",
      "type": "Purchase",
      "amount": "$1,001 - $15,000",
      "capitalGainsOver200USD": "False",
      "comment": "",
      "link": "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2026/9115822.pdf"
    },
    {
      "symbol": "IBKR",
      "senateID": "M001136",
      "disclosureDate": "2025-09-15",
      "transactionDate": "2025-08-13",
      "firstName": "Lisa",
      "lastName": "McClain",
      "office": "Lisa McClain",
      "district": "MI09",
      "owner": "Spouse",
      "assetDescription": "Interactive Brokers Group Inc",
      "assetType": "Stock",
      "type": "Purchase",
      "amount": "$1,001 - $15,000",
      "capitalGainsOver200USD": "False",
      "comment": "",
      "link": "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20030932.pdf"
    },
    {
      "symbol": "IBKR",
      "senateID": "M001136",
      "disclosureDate": "2025-08-13",
      "transactionDate": "2025-06-24",
      "firstName": "Lisa",
      "lastName": "McClain",
      "office": "Lisa McClain",
      "district": "MI09",
      "owner": "Spouse",
      "assetDescription": "Interactive Brokers Group, Inc. - Class A Common Stock",
      "assetType": "Stock",
      "type": "Sale (Full)",
      "amount": "$1,001 - $15,000",
      "capitalGainsOver200USD": "False",
      "comment": "",
      "link": "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20030891.pdf"
    },
    {
      "symbol": "IBKR",
      "senateID": "M001136",
      "disclosureDate": "2025-08-13",
      "transactionDate": "2025-06-17",
      "firstName": "Lisa",
      "lastName": "McClain",
      "office": "Lisa McClain",
      "district": "MI09",
      "owner": "Spouse",
      "assetDescription": "Interactive Brokers Group, Inc. - Class A Common Stock",
      "assetType": "Stock",
      "type": "Purchase",
      "amount": "$1,001 - $15,000",
      "capitalGainsOver200USD": "False",
      "comment": "",
      "link": "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2025/20030891.pdf"
    },
    {
      "symbol": "IBKR",
      "senateID": "M001220",
      "disclosureDate": "2024-12-11",
      "transactionDate": "2024-11-13",
      "firstName": "Morgan",
      "lastName": "McGarvey",
      "office": "Morgan McGarvey",
      "district": "KY03",
      "owner": "Spouse",
      "assetDescription": "Interactive Brokers Group Inc",
      "assetType": "Stock",
      "type": "Sale",
      "amount": "$1,001 - $15,000",
      "capitalGainsOver200USD": "False",
      "comment": "",
      "link": "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20026360.pdf"
    },
    {
      "symbol": "IBKR",
      "senateID": "M001220",
      "disclosureDate": "2024-07-03",
      "transactionDate": "2024-06-06",
      "firstName": "Morgan",
      "lastName": "McGarvey",
      "office": "Morgan McGarvey",
      "district": "KY03",
      "owner": "Spouse",
      "assetDescription": "Interactive Brokers Group, Inc. - Class A Common Stock",
      "assetType": "Stock",
      "type": "Purchase",
      "amount": "$1,001 - $15,000",
      "capitalGainsOver200USD": "False",
      "comment": "",
      "link": "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2024/20025388.pdf"
    },
    {
      "symbol": "IBKR",
      "senateID": "K000389",
      "disclosureDate": "2023-06-12",
      "transactionDate": "2023-05-23",
      "firstName": "Ro",
      "lastName": "Khanna",
      "office": "Ro Khanna",
      "district": "CA17",
      "owner": "",
      "assetDescription": "Interactive Brokers Group Inc",
      "assetType": "Stock",
      "type": "Sale",
      "amount": "$1,001 - $15,000",
      "capitalGainsOver200USD": "False",
      "comment": "",
      "link": "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2023/8219783.pdf"
    },
    {
      "symbol": "IBKR",
      "senateID": "K000389",
      "disclosureDate": "2022-06-10",
      "transactionDate": "2022-05-05",
      "firstName": "Ro",
      "lastName": "Khanna",
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      "district": "CA17",
      "owner": "Spouse",
      "assetDescription": "Interactive Brokers Group Inc",
      "assetType": "Stock",
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      "amount": "$1,001 - $15,000",
      "capitalGainsOver200USD": "False",
      "comment": "",
      "link": "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/8218940.pdf"
    },
    {
      "symbol": "IBKR",
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      "firstName": "Ro",
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      "assetDescription": "Interactive Brokers Group Inc",
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      "capitalGainsOver200USD": "False",
      "comment": "",
      "link": "https://disclosures-clerk.house.gov/public_disc/ptr-pdfs/2022/8218940.pdf"
    }
  ],
  "dark_pool": [
    {
      "ticker": "IBKR",
      "executed_at": "2026-07-17T20:00:22.383000Z",
      "size": 9714.0,
      "price": 90.53,
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      "volume": 9714.0,
      "trade_code": " "
    },
    {
      "ticker": "IBKR",
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      "ticker": "IBKR",
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    {
      "ticker": "IBKR",
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    {
      "ticker": "IBKR",
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    {
      "ticker": "IBKR",
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  ],
  "ats": {
    "symbol": "IBKR",
    "date": "20260717",
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    "total_volume": 1977299,
    "ats_ratio": 0.0,
    "ats_pct": 0.0,
    "signal": "Low",
    "history": [
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        "date": "20260716",
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  },
  "polygon_dp": {
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    "days": [
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        "date": "2026-07-17",
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        "vwap": 90.45,
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        "vwap_discount_pct": -0.09
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    "avg_vwap_discount_pct": -0.1,
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    "put_call_ratio": "0.82445008460236886633",
    "iv_rank": "58.5423",
    "implied_move_perc": "0.091000",
    "gex_ratio": "0.73392481558885803206",
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    "gex_date": "2026-07-17"
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      "expires": "2026-07-24",
      "open_interest": 26,
      "option_type": "call",
      "delta": 0.486191555953313,
      "ask_volume": 19,
      "last_price": "2.80",
      "implied_volatility": "0.613958866659795",
      "gamma": 0.0588044602860102,
      "avg_price": "3.0385321100917431192660550458",
      "bid_volume": 90,
      "nbbo_ask": "3.10",
      "strike": "91",
      "option_symbol": "IBKR260724C00091000",
      "total_premium": "33120.00",
      "iv": 0.540871481489099,
      "volume": 109,
      "nbbo_bid": "2.00"
    },
    {
      "underlying_symbol": "IBKR",
      "expires": "2026-07-24",
      "open_interest": 241,
      "option_type": "put",
      "delta": -0.0820190809751221,
      "ask_volume": 18,
      "last_price": "0.29",
      "implied_volatility": "0.648844608905079",
      "gamma": 0.0182481634459248,
      "avg_price": "0.3495744680851063829787234044",
      "bid_volume": 74,
      "nbbo_ask": "0.60",
      "strike": "80",
      "option_symbol": "IBKR260724P00080000",
      "total_premium": "3286.00",
      "iv": 0.662244052308114,
      "volume": 94,
      "nbbo_bid": "0.10"
    },
    {
      "underlying_symbol": "IBKR",
      "expires": "2026-07-17",
      "open_interest": 631,
      "option_type": "put",
      "delta": -0.336882788043606,
      "ask_volume": 16,
      "last_price": "0.17",
      "implied_volatility": "1.596077588280206",
      "gamma": 0.273742766209533,
      "avg_price": "1.1398888888888888888888888887",
      "bid_volume": 69,
      "nbbo_ask": "0.55",
      "strike": "90",
      "option_symbol": "IBKR260717P00090000",
      "total_premium": "10259.00",
      "iv": 10.1084202305944,
      "volume": 90,
      "nbbo_bid": "0.05"
    },
    {
      "underlying_symbol": "IBKR",
      "expires": "2026-07-17",
      "open_interest": 980,
      "option_type": "call",
      "delta": 0.606427940706211,
      "ask_volume": 4,
      "last_price": "0.89",
      "implied_volatility": "4.322651923026264",
      "gamma": 0.180048379745747,
      "avg_price": "1.0624096385542168674698795182",
      "bid_volume": 78,
      "nbbo_ask": "2.60",
      "strike": "90",
      "option_symbol": "IBKR260717C00090000",
      "total_premium": "8818.00",
      "iv": 16.191571262588,
      "volume": 83,
      "nbbo_bid": "0"
    }
  ]
}

Market Environment

Key points:

Data:

{
  "vix": 16.5,
  "sp500": 7572.4,
  "fed_funds": 3.64,
  "yield_curve_10y2y": 0.42,
  "hy_spread": 2.72,
  "treasury": {
    "date": "2026-07-17",
    "month1": 3.73,
    "month2": 3.8,
    "month3": 3.85,
    "month6": 3.96,
    "year1": 4.01,
    "year2": 4.18,
    "year3": 4.21,
    "year5": 4.28,
    "year7": 4.4,
    "year10": 4.55,
    "year20": 5.07,
    "year30": 5.06
  },
  "events": []
}

Intraday Patterns

Data:

{
  "days": 38,
  "patterns": [
    {
      "name": "VWAP Touch",
      "count": 38,
      "pct": 100
    },
    {
      "name": "9 EMA Touch",
      "count": 38,
      "pct": 100
    },
    {
      "name": "21 EMA Touch",
      "count": 38,
      "pct": 100
    },
    {
      "name": "Woodie Pivot Touch",
      "count": 37,
      "pct": 97
    },
    {
      "name": "ORB Breakout",
      "count": 36,
      "pct": 95
    },
    {
      "name": "PDH/PDL Touch",
      "count": 32,
      "pct": 84
    },
    {
      "name": "Open Retracement",
      "count": 29,
      "pct": 76
    },
    {
      "name": "Gap Fill",
      "count": 19,
      "pct": 50
    },
    {
      "name": "Darvas Box",
      "count": 13,
      "pct": 34
    },
    {
      "name": "High Vol Open",
      "count": 10,
      "pct": 26
    },
    {
      "name": "Power Hour",
      "count": 5,
      "pct": 13
    }
  ]
}