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Interactive Brokers (IBKR)

Interactive Brokers Group affiliates provide automated trade execution and custody of securities, commodities and foreign exchange around the clock on over 135 markets in numerous countries and currencies, from a single IBKR Integrated Investment Account to clients worldwide. The company services individual investors, hedge funds, proprietary trading groups, financial advisors and introducing brokers. Interactive Brokers Group's four decades of focus on technology and automation has enabled them to equip clients with a uniquely sophisticated platform to manage their investment portfolios. The company strives to provide clients with advantageous execution prices and trading, risk and portfolio management tools, research facilities and investment products, all at low or no cost, positioning them to achieve superior returns on investments.

Company profile

Ticker
IBKR
Exchange
NASDAQ
Website
www.interactivebrokers.com
CEO
Milan Galik
Employees
Incorporated
Delaware
Location
Connecticut
Fiscal year end
Dec 31
Sector
Finance and Insurance > Investment Banking and Securities Dealing
Industry (SIC)
Security Brokers, Dealers & Flotation Companies
Goldman Sachs • Morgan Stanley • Nomura • Blackrock • Navient • Charles Schwab • Jefferies • Raymond James Financial • TD Ameritrade Holding • Jones Financial Companies LLLP ...
SEC CIK
0001381197
Corporate docs
Subsidiaries
IBG LLC • IB Exchange Corp. • Interactive Brokers Ireland Limited • Interactive Brokers Central Europe • Interactive Brokers Software Services (India) Private Limited • Interactive Brokers Singapore Pte. Ltd. • (1)IBG LLC • (2)IBG LLC • (3)IBG LLC • Interactive Brokers Canada Inc. ...

IBKR stock data

News

From Benzinga Pro
Intuit And 4 Other Stocks Insiders Are Selling
28 Jun 22
US stock futures traded higher this morning on Tuesday after recording a decline in the previous session. Investors, meanwhile, focused on some notable insider trades.
Online Brokers UP Fintech, Futu Stumble on Weak Stock Markets
13 Jun 22
Key Takeaways: UP Fintech and Futu reported sharp first-quarter revenue declines as weak stock markets caused trading commissions to slide Futu reined in spending during the period, while UP Fintech’s spending rose on aggressive hiring for its global expansion By Doug Young
Pfizer And 3 Other Stocks Insiders Are Selling
9 Jun 22
US stock futures traded mixed this morning on Thursday. Investors, meanwhile, focused on some notable insider trades.
OSL Digital Securities and Interactive Brokers Sign Agreement for OSL to Provide Exclusive Virtual Asset Services for Interactive Brokers in Hong Kong
9 Jun 22
Top News In Fintech And Beyond For June 8, 2022
7 Jun 22

Press releases

From Benzinga Pro
OSL Digital Securities and Interactive Brokers Sign Agreement, OSL to Provide Exclusive Virtual Asset Services for Interactive Brokers in Hong Kong
9 Jun 22
HONG KONG, June 9, 2022 /PRNewswire/ -- OSL Digital Securities, the world's first Type 1 and 7 Securities and Futures Commission (SFC)-licensed digital asset brokerage and trading platform for professional investors,
Interactive Brokers Group Reports Brokerage Metrics and Other Financial Information for May 2022, includes Reg.-NMS Execution Statistics
1 Jun 22
Interactive Brokers Group, Inc. (NASDAQ:IBKR) an automated global electronic broker, today reported its Electronic Brokerage monthly performance metrics for May. Brokerage highlights for the month included: 2.297
Interactive Brokers Introduces Fractional Shares Trading in European Stocks and ETFs
31 May 22
Expanded Offering Builds on Success of U.S. Fractional Shares Interactive Brokers (NASDAQ:IBKR), an automated global electronic broker, today announced the launch of fractional shares trading for European stocks and
Interactive Brokers Group Reports Brokerage Metrics and Other Financial Information for April 2022, includes Reg.-NMS Execution Statistics
2 May 22
Interactive Brokers Appoints Jill Bright to its Board of Directors
21 Apr 22

Analyst ratings and price targets

Last 3 months
Current price
Average target
$103.50
Low target
$90.00
High target
$117.00
Goldman Sachs
Maintains
Neutral
$90.00
20 Apr 22
B of A Securities
Maintains
Buy
$117.00
20 Apr 22

Calendar

8 May 22
29 Jun 22
31 Dec 22

Financial summary

Financial statements Chart IBKR financial data
Quarter (USD) Mar 22 Dec 21 Sep 21 Jun 21
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS
Annual (USD) Dec 21 Dec 20 Dec 19 Dec 18
Revenue
Cost of revenue
Operating income
Operating margin
Net income
Net profit margin
Cash on hand
Change in cash
Diluted EPS
Financial data from company earnings reports.

Recent insider trades

IBKR insider ownership history Insider history
Date Owner Security Transaction Code Indirect 10b5-1 $Price #Shares $Value #Remaining
28 Jun 22 Thomas Peterffy Class A common stock Sell Dispose S No Yes 58.66 3,900 228.77K 2,027,511
28 Jun 22 Thomas Peterffy Class A common stock Sell Dispose S No Yes 57.76 16,100 929.94K 2,031,411
27 Jun 22 Thomas Peterffy Class A common stock Sell Dispose S No Yes 58.1 20,000 1.16M 2,047,511
24 Jun 22 Thomas Peterffy Class A common stock Sell Dispose S No Yes 57.66 20,000 1.15M 2,067,511
23 Jun 22 Thomas Peterffy Class A common stock Sell Dispose S No Yes 57.27 7,200 412.34K 2,087,511
23 Jun 22 Thomas Peterffy Class A common stock Sell Dispose S No Yes 56.53 12,800 723.58K 2,094,711
22 Jun 22 Thomas Peterffy Class A common stock Sell Dispose S No Yes 57.01 20,000 1.14M 2,107,511
21 Jun 22 Thomas Peterffy Class A common stock Sell Dispose S No Yes 57.99 5,400 313.15K 2,127,511
21 Jun 22 Thomas Peterffy Class A common stock Sell Dispose S No Yes 57.61 14,600 841.11K 2,132,911
17 Jun 22 Thomas Peterffy Class A common stock Sell Dispose S No Yes 56.87 13,700 779.12K 2,147,511
Data from 3, 4 and 5 filings. Values as filed, not updated for current price.

Institutional ownership, Q1 2022

IBKR institutional ownership history Ownership history
13F holders Current Prev Q Change
Total holders 334 334 –
Opened positions 50 62 -19.4%
Closed positions 50 36 +38.9%
Increased positions 139 120 +15.8%
Reduced positions 96 95 +1.1%
13F shares Current Prev Q Change
Total value 21.19B 22.2B -4.5%
Total shares 407.86M 406.23M +0.4%
Total puts 251.7K 534.8K -52.9%
Total calls 429.6K 719.32K -40.3%
Total put/call ratio 0.6 0.7 -21.2%
Largest owners Shares Value Change
IBG 325.96M $15.51B 0.0%
Kayne Anderson Rudnick Investment Management 8.49M $559.88M -2.2%
Vanguard 8.31M $547.58M +5.8%
BLK Blackrock 7.28M $479.69M -1.3%
Select Equity 6.04M $398.02M +5.8%
Marshall Wace 4.49M $296.17M +3.1%
Greenwich Wealth Management 3.73M $246.04M -34.7%
Jarislowsky, Fraser 2.35M $154.6M +5.8%
STT State Street 2.26M $149.04M +1.4%
Cantillon Capital Management 2.22M $146.62M +2.9%
Largest transactions Shares Bought/sold Change
Greenwich Wealth Management 3.73M -1.98M -34.7%
Thunderbird Partners 0 -925.66K EXIT
Millennium Management 1.37M +898.02K +189.1%
Citadel Advisors 636.46K -892.56K -58.4%
MS Morgan Stanley 868.3K +778.55K +867.4%
Norges Bank 0 -757.66K EXIT
Park West Asset Management 867.58K +551.5K +174.5%
Vanguard 8.31M +452.81K +5.8%
ANTIPODES PARTNERS 1.08M +436.26K +68.1%
BMO Bank of Montreal 55.79K -432.43K -88.6%
Data from 13F filings, for the last complete 13F reporting period. For most recent data, click the ownership history button. Values as filed, not updated for current price. Long positions only.

Financial report summary

?
Competition
Tradestation • GAIN Capital

Content analysis

?
Positive
Negative
Uncertain
Constraining
Legalese
Litigous
Readability
H.S. freshman Avg
New words: aided, approved, Asia, Brumfield, capped, counteract, created, creating, demonstrate, dominated, dropped, forecasted, geopolitical, heightened, meme, pre, repayment, risen, Russia, SAB, scope, steadily, steady, steepen, trust, Ukraine, uncertainty, war, weaker
Removed: achieved, acted, alleging, annum, antitrust, assert, claiming, closed, compensated, conspiracy, de, desire, dozen, du, FDIC, fell, Financier, flat, Florida, Folio, Fueled, GameStop, grew, Hill, IBLUX, illegal, illiquid, improperly, influx, initiated, lack, larger, Luxembourg, MDL, multidistrict, narrower, people, removing, restricting, resulted, ROI, SARL, Secteur, segment, Southern, spike, strong, Surveillance, tempered, Timber, Unit
From filing 10-Q 2022 Q1
Financial reports
View all
10-Q
2022 Q1
Quarterly report
8 May 22
10-K
2021 FY
Annual report
25 Feb 22
10-Q
2021 Q3
Quarterly report
8 Nov 21
10-Q
2021 Q2
Quarterly report
9 Aug 21
10-Q
2021 Q1
Quarterly report
10 May 21
10-K
2020 FY
Annual report
1 Mar 21
10-Q
2020 Q2
Quarterly report
9 Nov 20
10-Q
2020 Q2
Quarterly report
9 Aug 20
10-Q
2020 Q1
Quarterly report
11 May 20
10-K
2019 FY
Annual report
28 Feb 20
Current reports
View all
8-K
Submission of Matters to a Vote of Security Holders
27 Apr 22
8-K
Interactive Brokers Group Announces 1Q2022 Results
19 Apr 22
8-K
Interactive Brokers Group Announces 4Q2021 Results
18 Jan 22
8-K
Interactive Brokers Group Announces 3Q2021 Results
19 Oct 21
8-K
Other Events
3 Aug 21
8-K
Other Events
30 Jul 21
8-K
Interactive Brokers Group Announces 2Q2021 Results
20 Jul 21
8-K
Submission of Matters to a Vote of Security Holders
23 Apr 21
8-K
Interactive Brokers Group Announces 1Q2021 Results
20 Apr 21
8-K
Interactive Brokers Group Announces 4Q2020 Results
19 Jan 21
Registration and prospectus
View all
424B5
Prospectus supplement for primary offering
30 Jul 21
424B5
Prospectus supplement for primary offering
30 Oct 20
424B5
Prospectus supplement for primary offering
20 Aug 20
424B5
Prospectus supplement for primary offering
27 Jul 20
S-3ASR
Automatic shelf registration
27 Jul 20
424B5
Prospectus supplement for primary offering
7 Oct 19
25
Voluntary exchange delisting
4 Oct 19
8-A12B
Registration of securities on exchange
3 Oct 19
424B5
Prospectus supplement for primary offering
26 Jul 19
25
Voluntary exchange delisting
2 Oct 18
Proxies
View all
DEFA14A
Additional proxy soliciting materials
9 Mar 22
DEF 14A
Definitive proxy
9 Mar 22
DEF 14A
Definitive proxy
10 Mar 21
DEFA14A
Additional proxy soliciting materials
10 Mar 21
DEFA14A
Additional proxy soliciting materials
9 Apr 20
DEFA14A
Additional proxy soliciting materials
11 Mar 20
DEF 14A
Definitive proxy
11 Mar 20
DEFA14A
Additional proxy soliciting materials
7 Mar 19
DEF 14A
Definitive proxy
7 Mar 19
DEFA14A
Additional proxy soliciting materials
3 Apr 18
Other
View all
CERT
Certification of approval for exchange listing
3 Oct 19
UPLOAD
Letter from SEC
28 Aug 19
CORRESP
Correspondence with SEC
6 Aug 19
UPLOAD
Letter from SEC
23 Jul 19
CORRESP
Correspondence with SEC
1 Jul 19
UPLOAD
Letter from SEC
19 Jun 19
CERT
Certification of approval for exchange listing
28 Sep 18
UPLOAD
Letter from SEC
10 Mar 14
CORRESP
Correspondence with SEC
12 Feb 14
UPLOAD
Letter from SEC
9 Jan 14
Ownership
View all
4
Interactive Brokers / Thomas Peterffy ownership change
29 Jun 22
4
Interactive Brokers / Thomas Peterffy ownership change
27 Jun 22
4
Interactive Brokers / Thomas Peterffy ownership change
23 Jun 22
4
Interactive Brokers / Thomas Peterffy ownership change
21 Jun 22
4
Interactive Brokers / Thomas Peterffy ownership change
16 Jun 22
4
Interactive Brokers / Thomas Peterffy ownership change
14 Jun 22
4
Interactive Brokers / Thomas Peterffy ownership change
10 Jun 22
4
Interactive Brokers / Thomas Peterffy ownership change
8 Jun 22
4
Interactive Brokers / Thomas Peterffy ownership change
6 Jun 22
4
Interactive Brokers / Thomas Peterffy ownership change
2 Jun 22

Transcripts

View all
2022 Q1
Earnings call transcript
20 Apr 22
2021 Q4
Earnings call transcript
19 Jan 22
2021 Q3
Earnings call transcript
20 Oct 21
2021 Q2
Earnings call transcript
21 Jul 21
2021 Q1
Earnings call transcript
21 Apr 21
2020 Q4
Earnings call transcript
19 Jan 21
2020 Q3
Earnings call transcript
20 Oct 20
2020 Q2
Earnings call transcript
21 Jul 20
2020 Q1
Earnings call transcript
21 Apr 20
2019 Q4
Earnings call transcript
21 Jan 20

Reddit threads

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