Nama Insights

Interactive Brokers Group (IBKR)

Financial Services · Capital Markets · NASDAQ

S&P 500
Interactive Brokers Group (IBKR) is a Financial Services company in the Capital Markets industry. It has a market capitalization of $129.18B and a trailing price-to-earnings ratio of 29.1. Over the most recent reported fiscal year, revenue grew 9.7%. Nama's AI scorecard rates it Buy, 7.0 out of 10. On 12-month momentum it ranks in the rising band of its market.
AI scorecard
Buy · 7.0/10
Positive, at the low end of Buy. As of Nov 7, 2026.
Momentum
Rising · +25.6% over 12 months ex. last
Second-best fifth of its market on the past year's move.
Shariah screen
Not Shariah Compliant
At least one of the three ratios or the industry test failed.
Off its high
-23.2%
How far the last close sits under the highest price of the past five years.
Market cap$129.18B
Trailing P/E29.1
Price / book5.8
Price / sales18.3
FCF yield—
Dividend yield0.8%
Gross margin90.2%
Operating margin86.5%
Net margin10.2%
Revenue growth (YoY)+9.7%
Revenue growth (3-yr annual)+34.6%
EPS growth (YoY)+22.2%
FCF/share growth (YoY)—
Beta1.4
ExchangeNASDAQ
SectorFinancial Services
IndustryCapital Markets

IBKR earnings

Next report: Jan 26, 2027 (Q4 2026, EPS estimate $0.74). Beat the EPS estimate in 2 of 4 recent quarters.

QuarterReportedEPSEstimateSurpriseRevenue
Q3 2026 Oct 15, 2026 $0.67 $0.67 +0.0% —
Q2 2026 Jul 21, 2026 $0.69 $0.64 +7.8% $3.00B
Q1 2026 Apr 21, 2026 $0.60 $0.60 +0.0% $2.65B
Q4 2025 Jan 20, 2026 $0.65 $0.59 +10.2% $2.74B

IBKR analyst price target

Median target $104.30 from 16 analysts, ranging $75.00 – $120.00.

Capital Markets peers

TickerCompanyMarket capP/E
MS Morgan Stanley $283.95B 14.4
GS Goldman Sachs Group $249.73B 12.4
SCHW Charles Schwab $158.22B 14.9
HOOD Robinhood Markets $72.86B 34.7
TW Tradeweb Markets $27.59B 32.4
NMR Nomura $27.53B 10.7
LPLA LPL Financial $23.01B 13.1
CRCL Circle Internet Group $17.41B 37.9
Explore live IBKR data on Nama Insights →

Recent Congressional trades

Interactive Brokers Group trades disclosed by members of the US House and Senate under the STOCK Act. See the full Congress trades board →

Member Chamber Trade Amount Disclosed
Lisa McClain House Sell $1,001 - $15,000 Nov 21, 2025
Lisa McClain House Buy $1,001 - $15,000 Sep 12, 2025
Lisa McClain House Sell $1,001 - $15,000 Aug 13, 2025
Lisa McClain House Buy $1,001 - $15,000 Aug 13, 2025
Morgan McGarvey House Sell $1,001 - $15,000 Dec 10, 2024
Morgan McGarvey House Buy $1,001 - $15,000 Jul 3, 2024

IBKR FAQ

Is IBKR a buy?
Nama's AI scorecard currently rates Interactive Brokers Group Buy (7.0 out of 10), a call computed from its profitability, cash generation, growth, valuation and balance sheet. It is a research reading, not investment advice.
What is IBKR's P/E ratio?
Interactive Brokers Group trades at a trailing price-to-earnings ratio of 29.1.
When does IBKR report earnings?
Interactive Brokers Group's next scheduled report is on Jan 26, 2027. Analysts expect EPS of $0.74.
What is the IBKR price target?
The median analyst price target from 16 analysts is $104.30, with a range of $75.00 – $120.00.
Is IBKR Shariah compliant?
Nama's AAOIFI-style screen reads Interactive Brokers Group as Not Shariah Compliant. At least one of the three ratios or the industry test failed.
Does IBKR pay a dividend?
Yes — Interactive Brokers Group's dividend yield is 0.8%.