Stock Analysis
Interactive Brokers Group, Inc. (IBKR) Stock Analysis
Interactive Brokers Group, Inc. (IBKR) stock analysis covering valuation, fundamentals, technical indicators, risk, AIQ Momentum, analyst catalysts, dividends, and the current AIQ Score.
Interactive Brokers Group, Inc. (IBKR) currently has an AIQ Score of 50/100, indicating a neutral setup. Sentiment is the strongest factor at 73/100. Value is the weakest current factor at 24/100. Technical, fundamental, catalyst, dividend, and risk evidence should be read together at the latest market-close snapshot.
IBKR at a Glance
Crawlable current metrics from the latest market-close stock snapshot.
| Metric | Current |
|---|---|
| Price | $85.33 |
| AIQ Score | 50/100 |
| Overall View | Neutral |
| Technical Analysis Consensus | Strong Sell |
| Market Cap | $145.33B |
| P/E Ratio (TTM) | 31.44 |
| Forward P/E | — |
| EPS (quarter ended 2026-09-30) | $0.69 |
| Revenue (quarter ended 2026-09-30) | $3.19B |
| Dividend Yield (TTM) | 0.41% |
| Beta | 1.37 |
| Volume | 4.57M |
| 52-week range | $58.95-$98.75 |
| RSI 14 | 49.02 |
| 50-Day SMA | $89.86 |
| 200-Day SMA | $82.63 |
| Analyst Price Target | $106.44 |
| Next Earnings | Jan 19, 2027 |
IBKRInteractive Brokers Group, Inc.
Financial Services / Investment - Banking & Investment Services
Low Priority
In Line With Peers
Latest quote
- Momentum47
- Value24
- Quality72
- Risk resilience65
- Sentiment73
IBKR Stock Analysis Summary
Interactive Brokers Group, Inc. (IBKR) currently has an AIQ Score of 50/100, indicating a neutral setup. Sentiment is the strongest factor at 73/100. Value is the weakest current factor at 24/100. Technical, fundamental, catalyst, dividend, and risk evidence should be read together at the latest market-close snapshot.
In a neutral regime, IBKR has AIQ Score of 50/100 with Sentiment base of 73/100 and fading Value at 24/100. Wait for component alignment before adding exposure.
Sentiment (73/100) leads while Value (24/100) lags. This cross-factor spread creates entry timing uncertainty.
Financial Services · 2.92% stock move · IBKR classified in Investment - Banking & Investment Services.
Current Evidence
AlgovestIQ Evidence Summary
Current consensus, supporting evidence, recent changes, and what would strengthen or weaken the view.
Is IBKR Bullish or Bearish Right Now?
IBKR currently has a neutral overall setup. Sentiment is the strongest factor at 73/100, while Value is weakest at 24/100. The current evidence suggests a mixed rather than strongly bullish or bearish setup.
- - Quality is supportive at 72/100.
- - Risk Resilience is supportive at 65/100.
- - Analyst target implies +24.74% upside from the latest quote.
- - Value is the current constraint at 24/100.
- - Technical consensus has more sell votes than buy votes (30 vs 6).
Current Consensus
IBKR's Technical Analysis Consensus is currently Strong Sell, with 6 buy, 9 neutral, and 30 sell votes. IBKR's 14-day RSI is 49.02, which places the stock in a neutral momentum range. IBKR's beta is 1.37, indicating greater market sensitivity than the broad market.
What Changed in IBKR?
The largest recent change in IBKR is Momentum moving up by 12.0 points over the available 7-day comparison window. Sentiment remains the strongest visible factor.
What Would Change the IBKR Outlook?
The current neutral outlook could improve if AIQ moves above 70, momentum recovers, earnings revisions strengthen, and price confirms a stronger trend above the 50-day and 200-day moving averages. It would weaken if AIQ falls below 40, price loses long-term moving-average support, analyst expectations deteriorate, or risk evidence worsens.
AIQ > 70, RSI above 55, price above SMA-50/SMA-200, and positive catalyst or estimate-revision evidence.
AIQ below 40, RSI below 45, loss of SMA-200, negative revisions, or rising volatility and drawdown risk.
IBKR Decision Framework
Public evidence layers, setup checks, and risk context for Interactive Brokers Group, Inc..
Interactive Brokers Group, Inc. (IBKR) Stock Analysis
Interactive Brokers Group, Inc. has an AIQ Score of 50/100 in a Neutral regime. Sentiment is strongest at 73/100. Beta is 1.37, above market sensitivity. Review the supporting stock factors together before drawing a conclusion from any single score.
| Evidence Layer | Public Evidence |
|---|---|
| Regime Context | IBKR is in a Neutral AIQ regime with score 50/100. |
| Signal Conflict | The primary conflict is that sentiment leads at 73/100 while value lags at 24/100. |
| Factor Evidence | Momentum 47/100 · Value 24/100 · Quality 72/100 · Risk 65/100 · Sentiment 73/100 |
| Persistence | Current snapshot evidence is shown; historical persistence remains in AIQ Pro. |
Current Setup Checklist
Sentiment is the strongest factor at 73/100.
Momentum is 47/100 and RSI (14) is 49.0.
IBKR is in a Neutral regime at 50/100.
Risk factor is 65/100 with beta 1.37 and annual volatility 39.51%.
Current conflict: sentiment leads at 73/100 while value lags at 24/100.
IBKR Research Cluster
Ticker-specific paths for valuation, technical analysis, catalysts, dividends, financials, risk, and news.
IBKR Fundamentals
IBKR valuation, profitability, growth, margins, balance-sheet strength, and free cash flow.
IBKR Technical Analysis
IBKR technical setup based on RSI, MACD, moving averages, AIQ Momentum, volume, trend, volatility, and pivots.
IBKR Stock Catalysts
Track IBKR earnings, analyst ratings, price targets, estimate revisions, stock news, and upcoming events.
IBKR Dividend Analysis
IBKR dividend yield, annual dividend, payout ratio, payment history, and income reliability context.
IBKR Financial Data
IBKR revenue, earnings, income statement, balance sheet, cash flow, valuation ratios, and stock metrics.
IBKR Risk Analysis
IBKR volatility, beta, drawdown, Sharpe ratio, VaR, and downside resilience.
IBKR Stock News
IBKR stock news, market tone, recent headlines, and catalyst context.
IBKR vs Regional Banks Peers
Current peer cohort: IBKR · IBOC · INDB · JJSF · L. Compare AIQ, factor scores, Sharpe ratio and 1-year volatility in one indexable view.
| Peer | AIQ | Value | Momentum | Risk | Sharpe | 1Y Volatility | Compare |
|---|---|---|---|---|---|---|---|
| IBKR Current stock | 50/100 | 24/100 | 47/100 | 65/100 | 0.71 | 39.51% | Current |
| IBOC International Bancshares | 51/100 | 48/100 | 25/100 | 67/100 | -0.13 | 21.03% | IBKR vs IBOC |
| INDB Independent Bank Group | 62/100 | 51/100 | 72/100 | 59/100 | 0.71 | 21.86% | IBKR vs INDB |
| JJSF J&J Snack Foods | 52/100 | 47/100 | 57/100 | 64/100 | -0.32 | 34.40% | IBKR vs JJSF |
| L Loews Corporation | 63/100 | 57/100 | 81/100 | 62/100 | 0.58 | 15.97% | IBKR vs L |
Peer cohort is resolved dynamically from the AlgovestIQ universe taxonomy and Compare relationship graph. Data as of Oct 21, 2026.
About the AIQ Score
Methodology for the current stock evidence.
The AlgovestIQ AIQ Score combines multiple dimensions of stock evidence, including momentum, valuation exposure, quality, risk resilience, sentiment context, and timing signals. It is a descriptive research score, not a guarantee of future performance or a personalized recommendation.
View AIQ methodologyFactor Diagnostics
A compact bridge from the AIQ score to the evidence tabs.
Open the return calculator with stock context while purchase price, shares, dates and fees remain user inputs.
AIQ Component Profile
Compare the five component scores on one consistent 0–100 scale.
Review earnings timing, revisions, news pressure, and prior event reactions in one place.
Open catalysts4 recent quarterly periods are available for review.
Checked Oct 21, 2026
Explore factor drivers, conflicts, persistence, and scenario sensitivity in the advanced workspace.
Fundamentals Verdict
Current snapshot fields are separate from reported-quarter statement tables.
Latest period Sep 30, 2026.
Market Confirmation
Technicals are summarized first, with the indicator library behind it.
Risk Alignment
Higher resilience is stronger; exposure metrics stay separate.
Continue Researching IBKR
Open the detailed evidence pages and workflows behind the stock overview read.
Premium Feature
Full AIQ Analysis
AIQ Intelligence
AIQ Pro for IBKR
Scenario Analysis
AIQ Scenario Builder
Portfolio Implication
Related Links
IBKR Stock FAQ
What is IBKR stock price today?
Interactive Brokers Group, Inc.'s current stock price is $85.33. Use the live quote with AIQ Score, news, and risk context rather than treating price alone as a decision signal.
Is IBKR bullish or bearish right now?
IBKR's bullish or bearish read depends on the current AIQ Score, factor alignment, technical analysis consensus, valuation, risk, and catalyst evidence. A mixed setup should be treated differently from a broad confirmation across those signals.
What is IBKR's market cap?
IBKR's market cap is $145.33B based on the latest completed market-close snapshot from Oct 21, 2026. Use it with P/E ratio, revenue, and growth metrics to frame company size, valuation, and peer comparisons.
What is IBKR's current P/E ratio?
IBKR's current P/E ratio is 31.44 based on the latest completed market-close snapshot from Oct 21, 2026. Read it with revenue growth, margins, EPS, cash flow, and peer valuation rather than using P/E alone.
What is IBKR's RSI?
IBKR's 14-day RSI is 49.02 based on the latest completed market-close snapshot from Oct 21, 2026. RSI should be interpreted with MACD, moving averages, volume, volatility, and price trend.
Is IBKR above its 50-day and 200-day moving averages?
IBKR is -5.04% from its 50-day SMA and 3.27% from its 200-day SMA based on the latest completed market-close snapshot from Oct 21, 2026. Moving-average position should be read with momentum and broader AIQ evidence.
When is IBKR's next earnings date?
IBKR's next earnings date is currently listed as Jan 19, 2027. Earnings can reset revenue, EPS, price target, analyst rating, and catalyst expectations.
Does IBKR pay a dividend?
IBKR's dividend yield is 0.41% based on the latest completed market-close snapshot from Oct 21, 2026. Dividend yield should be read with payout ratio, free cash flow, growth, and balance-sheet strength.