Ticker: IBKR

Interactive Brokers

Finance Financials Investment - Banking & Investment Services
Price 91.06
Reco Hold Potential 54 Risk 61 Updated 2026-09-11

Forecast impact

negative
Target +26.4% target fill 79.1%
Reaction D5 -1.36% · D10 pending market trust
Impact Potential -4 · Risk +3 valid until 2026-10-01

Track in portfolio

Price chart

AI recommendation Analyst forecast Calendar event Positive signal Negative signal Neutral / update Hold / informational B My buy S My sell
Description

Company and Business Model

Interactive Brokers is a financial services company that provides brokerage services to individual and institutional clients. Its core products include trading and investment services across various asset classes, including stocks, options, futures, and forex. The company operates primarily in the brokerage segment, generating revenue through commissions, interest on margin loans, and fees for various services. Interactive Brokers is known for its low-cost trading model and advanced trading technology, catering to active traders and investors.

Investment Profile

The investment profile of Interactive Brokers is more aligned with growth investors, given its focus on expanding its client base and enhancing trading technology. The company offers a modest dividend yield, appealing to those seeking some income, but its primary strength lies in capital appreciation potential. Investors may find it suitable for a medium to long-term horizon, with moderate liquidity reflecting its established market position.

Fundamental metrics (experimental) Updated: 2026-09-11
EPS (TTM) — earnings per share for the last 12 months, $
2.34
Revenue QoQ — quarter-over-quarter revenue growth
-1.7%
EPS surprise
5.3%
20d volatility
2.6%
Dividend yield
0.4%
last ex-date
2026-06-01
AI recommendation changes
Date Before After Reason
2026-09-04 Sell Hold Mixed performance; cautious outlook amid market volatility.
2026-09-02 Buy Sell Weak momentum and fundamentals raise significant risk concerns.
2026-08-23 Hold Buy Strong momentum and solid EPS surprise support growth outlook.
Analyst forecasts
Date Analyst Action Target Price Then
2026-09-01 Goldman Sachs Target Lowered 114 → 113 90.39
2026-09-01 UBS Update — → 102 97.29
2026-07-22 BMO Capital Target Raised 105 → 110 92.84
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