Interactive Brokers Group (NASDAQ:IBKR) Releases Earnings Results, Beats Expectations By $0.15 EPS

Interactive Brokers Group (NASDAQ:IBKR) issued its quarterly earnings data on Tuesday. The financial services provider reported $0.65 earnings per share for the quarter, beating the consensus estimate of $0.50 by $0.15, FiscalAI reports. The firm had revenue of $1.67 billion for the quarter, compared to the consensus estimate of $1.58 billion. Interactive Brokers Group had a net margin of 10.12% and a return on equity of 5.03%. Interactive Brokers Group’s quarterly revenue was up 18.5% compared to the same quarter last year. During the same period last year, the firm posted $0.51 EPS.

Here are the key takeaways from Interactive Brokers Group’s conference call:

• Interactive Brokers delivered a record year with net revenues over $6 billion and a fifth consecutive quarter of >$1 billion in adjusted pre-tax income, driving a very high pre-tax margin (77% for the year).
• Client growth and activity accelerated — the firm added more than 1 million net new accounts in 2025, client equity rose 37% to $780 billion, and daily customer DARTs reached 4 million (up 30% YoY).
• Product and geographic expansion continued, including GlobalTrader 2.0, AI features (Ask IBKR, AI news summaries, AI investment themes), new market access (Brazil, Taiwan, UAE, Slovenia), stablecoin funding, expanded tax-advantaged accounts, and a global premium card with Carta.
• Management is progressing on an OCC National Trust bank charter with the expectation to be operational by year-end, which would let IBKR custody mutual funds/ETFs and broaden its service offerings.
• Key risks remain — IBKR’s net interest income is sensitive to rate cuts (a 25 bps U.S. rate drop is estimated to reduce annual NII by ~$77 million plus ~$31 million for non‑USD rates), and ForecastX faces regulatory/legal uncertainty (e.g., recent Massachusetts ruling affecting sports contracts).

Interactive Brokers Group Stock Performance

Shares of NASDAQ:IBKR opened at $71.51 on Wednesday. The company has a market capitalization of $121.29 billion, a PE ratio of 34.34, a price-to-earnings-growth ratio of 2.06 and a beta of 1.24. The stock has a fifty day moving average of $66.44 and a 200-day moving average of $65.66. Interactive Brokers Group has a one year low of $32.82 and a one year high of $75.64.

Interactive Brokers Group Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, March 13th. Stockholders of record on Friday, February 27th will be given a dividend of $0.08 per share. This represents a $0.32 dividend on an annualized basis and a dividend yield of 0.4%. The ex-dividend date is Friday, February 27th. Interactive Brokers Group’s dividend payout ratio is 15.38%.

Analyst Upgrades and Downgrades

Several analysts recently commented on IBKR shares. Weiss Ratings restated a “hold (c)” rating on shares of Interactive Brokers Group in a research report on Monday, December 29th. CICC Research initiated coverage on Interactive Brokers Group in a report on Monday, October 27th. They set an “outperform” rating and a $78.00 price target on the stock. Zacks Research cut shares of Interactive Brokers Group from a “strong-buy” rating to a “hold” rating in a research note on Friday, December 26th. The Goldman Sachs Group reissued a “buy” rating and set a $91.00 target price on shares of Interactive Brokers Group in a research note on Friday, October 17th. Finally, Piper Sandler set a $80.00 price objective on shares of Interactive Brokers Group and gave the company an “overweight” rating in a report on Tuesday, October 14th. Eight equities research analysts have rated the stock with a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat.com, Interactive Brokers Group currently has a consensus rating of “Moderate Buy” and an average price target of $75.25.

Insiders Place Their Bets

In related news, Director Jill Bright bought 400 shares of Interactive Brokers Group stock in a transaction dated Thursday, October 23rd. The stock was acquired at an average cost of $65.95 per share, with a total value of $26,380.00. Following the completion of the acquisition, the director directly owned 10,304 shares in the company, valued at approximately $679,548.80. This trade represents a 4.04% increase in their position. The purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this link. Also, Director Lawrence E. Harris sold 10,645 shares of Interactive Brokers Group stock in a transaction dated Wednesday, October 29th. The stock was sold at an average price of $69.00, for a total value of $734,505.00. Following the completion of the transaction, the director directly owned 198,704 shares in the company, valued at $13,710,576. This represents a 5.08% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 55,000 shares of company stock worth $3,767,363 over the last ninety days. 2.97% of the stock is owned by insiders.

Hedge Funds Weigh In On Interactive Brokers Group

Several institutional investors and hedge funds have recently bought and sold shares of IBKR. Lazard Asset Management LLC grew its position in Interactive Brokers Group by 186,885.7% during the second quarter. Lazard Asset Management LLC now owns 13,089 shares of the financial services provider’s stock valued at $725,000 after purchasing an additional 13,082 shares in the last quarter. Rafferty Asset Management LLC lifted its position in Interactive Brokers Group by 298.1% in the 2nd quarter. Rafferty Asset Management LLC now owns 10,268 shares of the financial services provider’s stock worth $569,000 after buying an additional 7,689 shares in the last quarter. Advisory Services Network LLC boosted its stake in shares of Interactive Brokers Group by 619.6% during the 2nd quarter. Advisory Services Network LLC now owns 10,844 shares of the financial services provider’s stock valued at $601,000 after buying an additional 9,337 shares during the period. United Capital Financial Advisors LLC grew its holdings in shares of Interactive Brokers Group by 44.8% during the 3rd quarter. United Capital Financial Advisors LLC now owns 7,520 shares of the financial services provider’s stock valued at $517,000 after acquiring an additional 2,328 shares in the last quarter. Finally, MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. grew its holdings in shares of Interactive Brokers Group by 614.5% during the 2nd quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 7,752 shares of the financial services provider’s stock valued at $428,000 after acquiring an additional 6,667 shares in the last quarter. Hedge funds and other institutional investors own 23.80% of the company’s stock.

Key Interactive Brokers Group News

Here are the key news stories impacting Interactive Brokers Group this week:

• Positive Sentiment: Q4 beat on both top and bottom lines — adjusted EPS $0.65 (vs. $0.50 est) and revenue ~$1.67B (vs. $1.58B est); strong year‑over‑year revenue growth of ~18.5% supports the company’s operating momentum. MarketBeat Q4 Results
• Positive Sentiment: Management described record growth in the earnings call and prepared commentary/transcript is available for details on client activity and product trends that underpinned the quarter. Yahoo Finance Earnings Highlights
• Positive Sentiment: Board declared a quarterly cash dividend of $0.08 per share (ex‑dividend Feb 27; pay Mar 13), a modest yield but supportive of shareholder returns.
• Neutral Sentiment: Analysts maintain a constructive view — the consensus is an average “Moderate Buy,” which suggests room for upside if growth continues. Analyst Recommendations
• Neutral Sentiment: Full earnings call transcript and CEO commentary are available for investors who want granular color on client flows, margin drivers and any forward commentary. Earnings Call Transcript
• Negative Sentiment: Despite the beat, shares edged lower as markets “shrugged off” the print — likely due to profit‑taking and investors wanting confirmation of sustainability/guidance rather than a one‑quarter beat. Investing.com: Shares Edge Lower
• Negative Sentiment: Broader market risk‑off pressure (macro headlines, Davos/Trump coverage) weighed on financials and tech, amplifying IBKR’s post‑earnings weakness even though fundamentals beat expectations. Zacks: Markets Turn Risk‑Off

About Interactive Brokers Group

Interactive Brokers Group, Inc (NASDAQ: IBKR) is a global electronic brokerage holding company that provides trading, clearing and custody services to retail traders, institutional investors, proprietary trading groups and financial advisors. The firm offers direct access to a wide range of asset classes, including equities, options, futures, foreign exchange, bonds and exchange-traded funds across many international markets. Interactive Brokers emphasizes electronic order execution, automated trading and low transaction costs as core differentiators for its clients.

Its product suite centers on advanced trading platforms and infrastructure.