Market Cap
$38.7B
IBKR
Interactive Brokers Group, Inc.
$88.37 ▲ +2.98%
Prev close $85.81Market cap$38.7B
ConsensusStrong Buy
12-mo target$105.66 (+19.6%)
▲ Bullish
Analyst conviction 8/10
36 New Institutional Positions14 Institutional Exits Traditional Finance
Snapshot
The big-picture read on IBKR right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (81%)
Inst. Holders
50 funds
Inst. Value
$24.0B
Inst. Activity
36 buys / 14 sells
Insider Activity
$18.0K buy / $0.00 sell
Insider Net $
$18.0K
Social Sentiment
40° Cool
SEC Reports
3
Congressional
1 trades
Price chart 30d -0.8%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 22, 2026 short_volume
Short Volume: IBKR — 55.9% short (0.8M / 1.5M)
Short: 835,104 | Exempt: 3,586 | TRF Vol: 1,495,047 | Short Ratio: 55.9% | Off-exchange volume (dark
Sep 1, 2026 Insider
Conkling Lori A bought 25 shares
Director @ $94.53 ($2.4K)
Aug 3, 2026 Insider
Jul 31, 2026 SEC Conkling Lori A bought 25 shares
Director @ $87.03 ($2.2K)
Interactive Brokers filed a Prospectus Supplement to take down 2,499,567 shares of common stock off its shelf registrati
8-K — Impact 2/10
Interactive Brokers Group filed an automatic shelf registration statement (S-3ASR) on July 31, 2026, registering an inde
S-3ASR — Impact 2/10
Jul 31, 2026 Insider
Nemser Earl H was granted 803,568 shares
Vice Chairman @ $87.99 ($70.7M)
Jun 30, 2026 Inst.
VANGUARD PORTFOLIO MANAGEMENT LLC — TRIM
8,724,292 shares ($759.4M)
Jun 30, 2026 Inst.
KAYNE ANDERSON RUDNICK INVESTMENT — TRIM
6,365,531 shares ($554.1M)
Analyst ratings buy % -13.8%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
81% rate it Buy or better · 21 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Oct 2, 2026 | Wells Fargo | INITIATE | Overweight | 54% |
| Sep 2, 2026 | Goldman Sachs | MAINTAIN | Buy | 54% |
| Aug 27, 2026 | Raymond James | INITIATE | Market Perform | 54% |
| Jul 22, 2026 | BMO Capital | MAINTAIN | Outperform | 53% |
| Jul 22, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jul 15, 2026 | Piper Sandler | MAINTAIN | Overweight | 54% |
| Jul 14, 2026 | B of A Securities | MAINTAIN | Buy | 54% |
| Jul 9, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Apr 22, 2026 | Goldman Sachs | MAINTAIN | Buy | 54% |
| Apr 22, 2026 | BMO Capital | MAINTAIN | Outperform | 53% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 6 | 11 | 4 | 0 | 0 | 81% | |
| Aug 1, 2026 | 6 | 11 | 3 | 0 | 0 | 85% | |
| Jul 1, 2026 | 6 | 11 | 2 | 0 | 0 | 89% | |
| Jun 1, 2026 | 5 | 10 | 2 | 0 | 0 | 88% | |
| May 1, 2026 | 5 | 10 | 2 | 0 | 0 | 88% | |
| Apr 1, 2026 | 5 | 10 | 1 | 0 | 0 | 94% | |
| Mar 1, 2026 | 5 | 10 | 1 | 0 | 0 | 94% | |
| Feb 1, 2026 | 5 | 10 | 1 | 0 | 0 | 94% |
Price targets
Where 13 covering analysts think IBKR trades over the next 12 months.
$105.66 +19.6% upside Buy
Current$88.35 Low$70.00 Median$109.00 High$121.00 13 analysts
$70.00$121.00
Analyst rating Buy· 1.9/5 as of Oct 2, 2026
Social media sentiment mood +0.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
40°
Cool
BearishNeutralBullish
Recent posts
An intuitive way to price an option
▲ 1 · 💬 4· ⚡ 0.8
Why Backtest on "on market open" show drastic difference from actual trades made at market open
▲ 1 · 💬 1· ⚡ 0.5
$300k -> $780k in 47 days (then blew it)
▲ 1 · 💬 5· ⚡ 0.5
Which brokerage is good for international traders and has a dependable API for third party devs?
▲ 1 · 💬 0· ⚡ 0.5
Fees, liquidation and margin for options conversion during acquisition?
▲ 1 · 💬 0· ⚡ 0.5
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
3 SEC filing reports analyzed · 0 bullish, 0 bearish, 1 mixed, 2 neutral · avg impact 3.0/10.
NEUTRAL8-K2/10
Interactive Brokers filed a Prospectus Supplement to take down 2,499,567 shares of common stock off
Jul 31, 2026
NEUTRALS-3ASR2/10
Interactive Brokers Group filed an automatic shelf registration statement (S-3ASR) on July 31, 2026,
Jul 31, 2026
MIXED8-K5/10
Interactive Brokers reported Q1 2026 GAAP diluted EPS of $0.59 and revenue of $1.67 billion, missing
Apr 21, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 22, 2026
short_volume
Short Volume: IBKR — 55.9% short (0.8M / 1.5M)
Short: 835,104 | Exempt: 3,586 | TRF Vol: 1,495,047 | Short Ratio: 55.9% | Off-exchange volume (dark pool + OTC)
Sep 21, 2026
short_volume
Short Volume: IBKR — 58.6% short (0.7M / 1.2M)
Short: 685,140 | Exempt: 945 | TRF Vol: 1,168,858 | Short Ratio: 58.6% | Off-exchange volume (dark pool + OTC)
Sep 18, 2026
short_volume
Short Volume: IBKR — 59.3% short (0.7M / 1.2M)
Short: 699,869 | Exempt: 596 | TRF Vol: 1,179,229 | Short Ratio: 59.3% | Off-exchange volume (dark pool + OTC)
Sep 15, 2026
short_volume
Short Volume: IBKR — 63.7% short (1.0M / 1.6M)
Short: 1,042,107 | Exempt: 12,159 | TRF Vol: 1,635,738 | Short Ratio: 63.7% | Off-exchange volume (dark pool + OTC)
Sep 15, 2026
short_interest_report
Short Interest: IBKR up 20% to 12.4M shares
Settlement 2026-09-15 | Days to cover: 3.48 | ≈2.74% of shares outstanding (est.)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $0.69 | $0.64–$0.72 | 20.6% | -0.2% | 0↑ 1↓ | $1.9B | 9 |
| Next Q | $0.74 | $0.68–$0.78 | 13.3% | +0.5% | 0↑ 1↓ | $2.0B | 9 |
| Current FY | $2.70 | $2.59–$2.76 | 23.5% | +0.0% | 0↑ 2↓ | $7.4B | 12 |
| Next FY | $3.20 | $2.98–$3.43 | 18.3% | +0.7% | 0↑ 2↓ | $8.7B | 13 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $0.687 | — |
| 7d ago | $0.688 | -0.000 |
| 30d ago | $0.689 | -0.001 |
| 60d ago | $0.702 | -0.015 |
| 90d ago | $0.633 | +0.054 |
Institutional ownership
Which big funds own IBKR (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $24.0B total value (276,004,755 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 36 institutions added/increased vs 14 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 33,129,663 | $2.9B | 12.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 28,349,920 | $2.5B | 10.3% | — |
| STATE STREET CORP | 19,437,767 | $1.7B | 7.0% | — |
| FMR LLC | 11,828,151 | $1.0B | 4.3% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 10,641,906 | $925.5M | 3.9% | — |
| Invesco Ltd. | 9,708,980 | $845.1M | 3.5% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 8,724,292 | $759.4M | 3.2% | TRIM -41.8% |
| TWO SIGMA INVESTMENTS, LP | 8,340,400 | $725.9M | 3.0% | — |
| WELLINGTON MANAGEMENT GROUP LLP | 7,382,141 | $642.5M | 2.7% | — |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 6,365,531 | $554.1M | 2.3% | TRIM -36.4% |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| VANGUARD PORTFOLIO MANAGEMENT LLC | TRIM | 14,984,545 | 8,724,292 | -41.8% | $759.4M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | TRIM | 10,016,215 | 6,365,531 | -36.4% | $554.1M |
| NORGES BANK | NEW | — | 6,334,173 | — | $551.3M |
| Ninety One UK Ltd | NEW | — | 5,258,689 | — | $457.7M |
| VIKING GLOBAL INVESTORS LP | DOUBLED | 1,394,329 | 4,830,748 | +246.5% | $420.5M |
| GOLDMAN SACHS GROUP INC | ADD | 3,221,545 | 4,156,847 | +29.0% | $361.8M |
| Egerton Capital (UK) LLP | TRIM | 6,275,179 | 4,129,416 | -34.2% | $359.4M |
| TD ASSET MANAGEMENT INC | ADD | 2,468,900 | 3,651,927 | +47.9% | $317.9M |
| UBS Group AG | ADD | 2,263,352 | 3,406,122 | +50.5% | $296.5M |
| JANE STREET GROUP, LLC | ADD | 1,767,778 | 3,350,116 | +89.5% | $291.6M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
6 insiders, 14 transactions. Net $18.0K — $18.0K bought, $0.00 sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 1, 2026 | Conkling Lori A | Director | BUY | 25 | $94.53 | $2.4K |
| Aug 3, 2026 | Conkling Lori A | Director | BUY | 25 | $87.03 | $2.2K |
| Jul 31, 2026 | Nemser Earl H | Vice Chairman | AWARD | 803,568 | $87.99 | $70.7M |
| Jul 1, 2026 | Conkling Lori A | Director | BUY | 25 | $88.03 | $2.2K |
| Jun 1, 2026 | Conkling Lori A | Director | BUY | 25 | $86.10 | $2.2K |
| May 8, 2026 | Frank Thomas AJ | Executive Vice President | TAX W/H | 31,730 | $84.42 | $2.7M |
| May 8, 2026 | Brody Paul Jonathan | Chief Financial Officer | TAX W/H | 82,920 | $84.42 | $7.0M |
| May 8, 2026 | Mendonca Denis | Chief Accounting Officer | TAX W/H | 11,157 | $84.42 | $941.9K |
| May 8, 2026 | Galik Milan | Chief Executive Officer | TAX W/H | 255,039 | $84.42 | $21.5M |
| May 8, 2026 | Nemser Earl H | Vice Chairman | TAX W/H | 22,486 | $84.42 | $1.9M |
Congressional trades
IBKR trades disclosed by members of Congress, with disclosure delay.
1 members · 1 buys / 0 sells
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Apr 13, 2026 | Ro Khanna | D | HOUSE | BUY | $1,001 - $15,000 | Interactive Brokers Group Inc | May 13, 2026(31d) |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for IBKR.
Shares short
12,396,995
Settlement Sep 15, 2026
Change vs prior
+20.4%
Semi-monthly cycle
Days to cover
3.5
At avg daily volume
Of shares outstanding
≈2.7%
Estimate — not % of float
All IBKR filing & press-release reports (3)
- 8-K reportJul 31, 2026
- S-3ASR reportJul 31, 2026
- 8-K reportApr 21, 2026