Interactive Brokers Group, Inc. Class A (IBKR)

In the past six months, IBKR was admitted into the S&P 500 index, contributing to its surging profits and valuation. The stock ended 2025 with a 45% gain and surged an additional 20% in early 2026. Interactive Brokers reported its fourth-quarter 2025 adjusted earnings per share of $0.65, surpassing estimates, with revenue of $1.64 billion, representing an 18.5% year-over-year increase. This was driven by increased revenues, a decline in expenses, growth in customer accounts, and a rise in daily average revenue trades (DARTs). In January 2026, the company reported increases in DARTs, client accounts, and ending client equity. The stock reached a new 52-week high of $78.80 on January 27, 2026. Analysts generally maintain a "Moderate Buy" consensus rating with an average target price of $76.39.

Specific demand seasonality for Interactive Brokers' products and services is not explicitly detailed, but the company's business is linked to broader stock market behavior and investor activity, which can exhibit seasonal trends. General market seasonality concepts can influence overall trading volumes and demand for brokerage services. Interactive Brokers' monthly metrics, such as Daily Average Revenue Trades (DARTs), show fluctuations that can be indicative of seasonal demand, with January 2026 seeing an increase in DARTs compared to December and year-over-year.

Interactive Brokers Group, Inc. (IBKR) is an automated global electronic broker specializing in executing and clearing trades across various financial instruments, including stocks, options, futures, forex, bonds, mutual funds, ETFs, precious metals, and forecast contracts. It offers IBKR Pro, IBKR Lite, and the IBKR Universal Account through platforms like IBKR Desktop, IBKR Trader Workstation, IBKR Mobile, and IBKR Client Portal. The company also provides custody, prime brokerage, securities, and margin lending services.

Interactive Brokers Group, Inc. has a significant global presence, operating in 36 countries and supporting 28 currencies. It executes and processes trades on over 160 electronic exchanges and market centers worldwide. Its headquarters are in Greenwich, Connecticut, USA, with additional offices in major financial centers globally. More than half of its customers reside outside the United States, spanning approximately 200 countries.

In the past year, Interactive Brokers Group, Inc. experienced positive operational growth and market performance. There were no specific negative events or controversies reported that significantly impacted the company's brand reputation during this period. The company's admission to the S&P 500 and its consistent strong financial results and client growth indicate a generally positive perception within the market.

The ownership structure of Interactive Brokers Group, Inc. includes institutional, retail, and individual investors. Approximately 45.33% of the company's stock is owned by Institutional Investors, 2.12% by Insiders, and 52.55% by Public Companies and Individual Investors. Major institutional shareholders include Vanguard Group Inc., BlackRock, Inc., and State Street Corp. Thomas Peterffy, the founder and chairman, holds a substantial portion of the company through IBG Holdings LLC.