IBKR
stock Financial Services Capital MarketsOverall Healthy · 81%
- Fundamentals Strong
- Trajectory Climbing
- Leadership Stable
A read across fundamentals, recent price & growth trajectory, and leadership stability. For fun and reading at a glance, not investment advice.
What the indicators say
Bullish 5 of 5 trend signals bullishRSI 60 — firm momentum, not yet overbought.
A mechanical reading of the chart’s indicators — not investment advice.
Key statsas of Jun 3
- Open
- $87.15
- -1.77%
- Close
- $87.15
- -1.77%
- Current
- $87.15
- Prev close
- $88.72
- Today
- 5.15M
- 3-mo avg
- 4.96M
Earningscalendar synced from Yahoo 57d ago
- Most recent
- Apr 2191 days ago
- Next expected
- Jul 147 days ago
Recent earnings dates
- Apr 21 91 days ago
- Jan 20 182 days ago
- Oct 16, 2025 278 days ago
- Jul 17, 2025 369 days ago
Past earnings dates come from IBKR’s 8-K item 2.02 filings; the next date is Yahoo’s when available, otherwise estimated from the recent reporting cadence.
Fundamentalssynced from SEC 51d ago
Across the nine graded ratios (FY2025 balance-sheet figures, P/E on TTM through Mar 2026 earnings, against the latest price), IBKR’s fundamentals read as strong overall.
At 37.4x, investors are paying up; a fair amount of future growth is already in the price.
Share price divided by earnings per share: what you pay for each $1 of yearly profit. Roughly 15 to 25 is typical, above 40 is richly priced, and negative means the company is losing money.
This company pays no dividend, common for firms reinvesting their profits back into growth.
The yearly dividend as a percent of the share price: the cash income each share pays out. Around 2 to 6% is healthy; above roughly 8% often signals the payout may be cut.
A 178.6% margin is strong; the company keeps a healthy slice of every revenue dollar.
The share of revenue left as profit once every cost is paid. Above 15% is strong; below 5% leaves little cushion against a bad year.
A 81.2% return on equity is strong; the company compounds owners' capital well.
Profit earned on each dollar of shareholder equity: how well the company compounds its owners' capital. Above 15% is strong.
A 2.1% return on assets is reasonable for a company of this kind.
Profit earned on each dollar of assets: how efficiently the whole asset base is used. Above 8% is strong.
At 34.08, the company leans heavily on borrowing, which adds risk if results weaken.
Total liabilities divided by shareholder equity: how heavily the company leans on borrowing. Below 1 is conservative; above 2 is highly leveraged.
This company does not report a current-assets breakdown, so the ratio cannot be computed.
Current assets divided by current liabilities: whether short-term resources cover short-term bills. Above 1.5 is comfortable; below 1 is tight.
Revenue grew 23.4% from the prior year: strong top-line expansion.
Change in annual revenue from the prior fiscal year: whether the top line is expanding. Above 10% is strong growth; below 0 means revenue is shrinking.
Net income grew 27.9% from the prior year: strong profit expansion.
Change in annual net income from the prior fiscal year: whether profit is expanding. Above 10% is strong; below 0 means profit is falling.
Financialssynced from SEC 51d ago
| FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|---|
| Revenue | $1.6B | $1.5B | $1.6B | $2.0B | $2.4B |
| Net income | $1.6B | $1.8B | $2.8B | $3.4B | $4.4B |
| Diluted EPS | $3.24 | $3.75 | $1.42 | $1.73 | $2.22 |
| Dividend / share | $0.10 | $0.10 | $0.03 | — | — |
| Total assets | $109.1B | $115.1B | $128.3B | $150.1B | $203.2B |
| Total liabilities | $98.9B | $103.5B | $114.2B | $133.5B | $182.8B |
| Shareholder equity | $10.2B | $11.6B | $14.1B | $4.3B | $5.4B |
| Q2-2024 | Q3-2024 | Q4-2024 | Q1-2025 | Q2-2025 | Q3-2025 | Q4-2025 | Q1-2026 | |
|---|---|---|---|---|---|---|---|---|
| Revenue | $474.0M | $507.0M | $558.0M | $592.0M | $578.0M | $603.0M | $667.0M | $699.0M |
| Net income | $809.0M | $834.0M | $969.0M | $964.0M | $1.0B | $1.2B | $1.2B | $1.2B |
| Diluted EPS | $0.41 | $0.42 | $-0.71 | $0.48 | $0.51 | $0.59 | $0.64 | $0.59 |
| Dividend / share | $0.03 | $0.03 | — | $0.06 | $0.06 | $0.06 | — | $0.08 |
Leadershipsynced from SEC 56d ago
- Galik Milan Chief Executive Officer · Director
- Brody Paul Jonathan Chief Financial Officer · Director
- Nemser Earl H Vice Chairman · Director
- Conkling Lori A Director
- Harris Lawrence E Director
- Peterffy William Director
Officers and board are drawn from IBKR’s recent SEC ownership filings (Forms 3, 4 and 5).
Recent leadership changes
Notable recent eventspast year
- Apr 8 +6.2% one-day move
- Mar 31 +5.3% one-day move
- Feb 9 +5.1% one-day move
- Feb 6 +7.3% one-day move
- Feb 5 −5.4% one-day move
- Jan 21 +6.0% one-day move
- Jan 5 +6.5% one-day move
- Dec 31, 2025 FY2025 net income +28% YoY
- Nov 13, 2025 −7.8% one-day move
- Sep 5, 2025 −6.4% one-day move
Large daily moves, new 6-month lows, year-over-year fundamentals swings, and reported leadership changes — pulled from the data this app already holds, never investment advice.
Dividendssynced from Yahoo 52d ago
- 2025 total
- $0.30
- 2026 so far
- $0.081 payment
- 2026 projected
- $0.32+5.8% vs 2025
Projection scales IBKR’s declared payments so far this year up to the inferred cadence, then compares to last year’s total. Between payouts it is an estimate, not a guarantee.
Payment history
- Feb 27 $0.08
- Dec 1, 2025 $0.08
- Aug 29, 2025 $0.08
- May 30, 2025 $0.08
- Feb 28, 2025 $0.06
- Nov 29, 2024 $0.06
- Aug 30, 2024 $0.06
- May 31, 2024 $0.06
- Feb 29, 2024 $0.03
- Nov 30, 2023 $0.03
- Aug 31, 2023 $0.03
- May 31, 2023 $0.03
- Feb 28, 2023 $0.03
- Nov 30, 2022 $0.03
- Aug 31, 2022 $0.03
- May 31, 2022 $0.03
- Feb 28, 2022 $0.03
- Nov 30, 2021 $0.03
- Aug 31, 2021 $0.03
Recent SEC filingssynced from SEC 51d ago
- 10-Q Quarterly report
- 8-K Current report
- 8-K Current report
- 10-K/A Annual report (amended)
- DEF 14A Proxy statement
- 10-K Annual report
- 8-K Current report
- 10-Q Quarterly report
- 8-K Current report
- 10-Q Quarterly report
- 8-K Current report
- 8-K Current report
- 10-Q Quarterly report
- 8-K Current report
- 8-K Current report
- DEF 14A Proxy statement
- 10-K/A Annual report (amended)
- 10-K Annual report