Latest news with #InteractiveBrokersGroup
Yahoo
5 days ago
- Business
- Yahoo
Interactive Brokers Group Reports Brokerage Metrics and Other Financial Information for May 2025, includes Reg.-NMS Execution Statistics
GREENWICH, Conn., June 02, 2025--(BUSINESS WIRE)--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: 3.384 million Daily Average Revenue Trades (DARTs)1, 43% higher than prior year and 11% lower than prior month. Ending client equity of $628.2 billion, 29% higher than prior year and 7% higher than prior month. Ending client margin loan balances of $61.2 billion, 15% higher than prior year and 5% higher than prior month. Ending client credit balances of $134.7 billion, including $5.4 billion in insured bank deposit sweeps2, 26% higher than prior year and 1% higher than prior month. 3.79 million client accounts, 32% higher than prior year and 2% higher than prior month. 196 annualized average cleared DARTs1 per client account. Average commission per cleared Commissionable Order3 of $2.61 including exchange, clearing and regulatory fees. Key products: May 2025 Average Average Commission per Order Size Cleared Commissionable Order Stocks 808 shares $1.94 Equity Options 6.3 contracts $3.61 Futures 3.1 contracts $3.87 Futures include options on futures. We estimate exchange, clearing and regulatory fees to be 58% of the futures commissions. Other financial information for Interactive Brokers Group: GLOBAL4: The value of the GLOBAL, reported in U.S. dollars, increased by 0.04% in May and increased by 1.758% for the year to date. In the interest of transparency, we quantify our IBKR PRO clients' all-in cost of trade execution below. For the full multimedia release with graph see link: Average U.S. Reg-NMS stock trade was $20,437 in May (dividing 2c by 1a in table below). In May, IBKR PRO clients' total cost of executing and clearing U.S. Reg.-NMS stocks through IB was about 2.1 basis points of trade money5, as, measured against a daily VWAP6 benchmark (3.8 basis points net cost for the rolling twelve months). IBKR PRO Clients' Reg.-NMS Stock Trading Expense Detail All amounts are in millions, except % Previous Jun '24 Jul '24 Aug '24 Sep '24 Oct '24 Nov '24 Dec '24 Jan '25 Feb '25 Mar '25 Apr '25 May '25 12 Months #1a - Number of orders Buys 8.07 10.09 9.84 8.38 10.93 11.40 13.32 12.74 12.40 12.19 13.79 12.15 135.30 Sells 5.83 7.55 7.53 6.54 8.33 8.62 9.66 8.97 9.08 8.71 10.16 9.49 100.47 Total 13.90 17.64 17.37 14.92 19.26 20.02 22.98 21.71 21.48 20.90 23.95 21.65 235.77 #1b - Number of shares purchased or sold Shares bought 3,305 3,855 4,154 3,614 4,645 4,744 5,517 5,223 4,946 5,047 6,008 5,659 56,716 Shares sold 3,100 3,767 3,960 3,436 4,390 4,497 5,232 4,868 4,738 4,804 5,850 5,212 53,853 Total 6,405 7,622 8,114 7,050 9,035 9,241 10,749 10,090 9,683 9,851 11,858 10,871 110,569 #2 - Trade money including price, commissions and fees 2a Buy money $151,903 $189,920 $182,908 $155,758 $190,627 $204,300 $214,806 $208,418 $200,026 $216,767 $254,062 $222,977 $2,392,472 2b Sell money $147,514 $191,745 $186,274 $154,825 $188,444 $201,932 $215,520 $203,359 $204,689 $218,670 $259,783 $219,486 $2,392,241 2c Total $299,417 $381,664 $369,182 $310,583 $379,071 $406,232 $430,326 $411,778 $404,715 $435,437 $513,845 $442,463 $4,784,713 #3 - Trade value at Daily VWAP 3a Buy value $151,684 $189,851 $182,849 $155,692 $190,537 $204,249 $214,660 $208,258 $199,957 $216,676 $254,052 $223,005 $2,391,469 3b Sell value $147,417 $191,812 $186,440 $154,890 $188,493 $201,995 $215,621 $203,305 $204,744 $218,725 $259,985 $219,608 $2,393,037 3c Total $299,101 $381,663 $369,289 $310,582 $379,030 $406,243 $430,281 $411,563 $404,702 $435,401 $514,038 $442,613 $4,784,506 #4 - Total trade expense, including commissions and fees, relative to Daily VWAP 4a Buys (2a-3a) $219.1 $68.8 $58.6 $66.6 $90.7 $51.4 $145.7 $160.6 $68.5 $90.6 $9.6 ($28.0) $1,002.2 4b Sells (3b-2b) ($97.1) $67.5 $166.0 $65.7 $49.6 $62.3 $100.9 ($54.3) $55.2 $55.2 $202.8 $122.0 $795.8 4c Total trade expense $122.0 $136.3 $224.6 $132.3 $140.3 $113.8 $246.6 $106.4 $123.7 $145.8 $212.4 $94.0 $1,798.0 Trade expense as percentage of trade money 4c/2c 0.041% 0.036% 0.061% 0.043% 0.037% 0.028% 0.057% 0.026% 0.031% 0.033% 0.041% 0.021% 0.038% #5 - Trade expense categories 5a Total commissions & fees $30.4 $37.1 $38.1 $33.2 $41.9 $43.5 $47.4 $46.2 $45.5 $45.7 $52.7 $44.5 $506.2 5b Execution cost (4c-5a) $91.6 $99.2 $186.5 $99.1 $98.4 $70.3 $199.2 $60.2 $78.2 $100.0 $159.7 $49.5 $1,291.9 #6 - Trade expense categories as percentage of trade money Total commissions & fees (5a/2c) 0.010% 0.010% 0.010% 0.011% 0.011% 0.011% 0.011% 0.011% 0.011% 0.010% 0.010% 0.010% 0.011% Execution cost (5b/2c) 0.031% 0.026% 0.051% 0.032% 0.026% 0.017% 0.046% 0.015% 0.020% 0.023% 0.031% 0.011% 0.027% Net Expense to IB Clients 0.041% 0.036% 0.061% 0.043% 0.037% 0.028% 0.057% 0.026% 0.031% 0.033% 0.041% 0.021% 0.038% The above illustrates that the rolling twelve months' average all-in cost of an IBKR PRO client U.S. Reg.-NMS stock trade was 3.8 basis points. ____________________________ Note 1: Daily Average Revenue Trades (DARTs) – customer orders divided by the number of trading days in the period. Note 2: FDIC insured client bank deposit sweep program balances with participating banks. These deposits are not reported in the Company's statement of financial condition. Note 3: Commissionable Order – a customer order that generates commissions. Note 4: In connection with our currency diversification strategy, we have determined to base our net worth in GLOBALs, a basket of 10 major currencies in which we hold our equity. The total effect of the currency diversification strategy is reported in Comprehensive Income and the components are reported in (1) Other Income and (2) Other Comprehensive Income ("OCI") on the balance sheet. The effect of the GLOBAL on our comprehensive income can be estimated by multiplying the total equity for the period by the change in the U.S. dollar value of the GLOBAL during the same period. Note 5: Trade money is the total amount of money clients spent or received, including all commissions and fees. Note 6: Consistent with the clients' trading activity, the computed VWAP benchmark includes extended trading hours. ____________________________ More information, including historical results for each of the above metrics, can be found on the investor relations page of the Company's corporate web site, About Interactive Brokers Group, Inc.: Interactive Brokers Group affiliates provide automated trade execution and custody of securities, commodities, foreign exchange, and forecast contracts around the clock on over 160 markets in numerous countries and currencies, from a single unified platform to clients worldwide. We serve individual investors, hedge funds, proprietary trading groups, financial advisors and introducing brokers. Our four decades of focus on technology and automation has enabled us to equip our clients with a uniquely sophisticated platform to manage their investment portfolios. We strive to provide our 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. Interactive Brokers has consistently earned recognition as a top broker, garnering multiple awards and accolades from respected industry sources such as Barron's, Investopedia, and many others. Cautionary Note Regarding Forward-Looking Statements: The foregoing information contains certain forward-looking statements that reflect the company's current views with respect to certain current and future events and financial performance. These forward-looking statements are and will be, as the case may be, subject to many risks, uncertainties and factors relating to the company's operations and business environment which may cause the company's actual results to be materially different from any future results, expressed or implied, in these forward-looking statements. Any forward-looking statements in this release are based upon information available to the company on the date of this release. The company does not undertake to publicly update or revise its forward-looking statements even if experience or future changes make it clear that any statements expressed or implied therein will not be realized. Additional information on risk factors that could potentially affect the company's financial results may be found in the company's filings with the Securities and Exchange Commission. View source version on Contacts Contacts for Interactive Brokers Group, Inc.: media@
Yahoo
5 days ago
- Business
- Yahoo
Interactive Brokers Group Reports Brokerage Metrics and Other Financial Information for May 2025, includes Reg.-NMS Execution Statistics
GREENWICH, Conn., June 02, 2025--(BUSINESS WIRE)--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: 3.384 million Daily Average Revenue Trades (DARTs)1, 43% higher than prior year and 11% lower than prior month. Ending client equity of $628.2 billion, 29% higher than prior year and 7% higher than prior month. Ending client margin loan balances of $61.2 billion, 15% higher than prior year and 5% higher than prior month. Ending client credit balances of $134.7 billion, including $5.4 billion in insured bank deposit sweeps2, 26% higher than prior year and 1% higher than prior month. 3.79 million client accounts, 32% higher than prior year and 2% higher than prior month. 196 annualized average cleared DARTs1 per client account. Average commission per cleared Commissionable Order3 of $2.61 including exchange, clearing and regulatory fees. Key products: May 2025 Average Average Commission per Order Size Cleared Commissionable Order Stocks 808 shares $1.94 Equity Options 6.3 contracts $3.61 Futures 3.1 contracts $3.87 Futures include options on futures. We estimate exchange, clearing and regulatory fees to be 58% of the futures commissions. Other financial information for Interactive Brokers Group: GLOBAL4: The value of the GLOBAL, reported in U.S. dollars, increased by 0.04% in May and increased by 1.758% for the year to date. In the interest of transparency, we quantify our IBKR PRO clients' all-in cost of trade execution below. For the full multimedia release with graph see link: Average U.S. Reg-NMS stock trade was $20,437 in May (dividing 2c by 1a in table below). In May, IBKR PRO clients' total cost of executing and clearing U.S. Reg.-NMS stocks through IB was about 2.1 basis points of trade money5, as, measured against a daily VWAP6 benchmark (3.8 basis points net cost for the rolling twelve months). IBKR PRO Clients' Reg.-NMS Stock Trading Expense Detail All amounts are in millions, except % Previous Jun '24 Jul '24 Aug '24 Sep '24 Oct '24 Nov '24 Dec '24 Jan '25 Feb '25 Mar '25 Apr '25 May '25 12 Months #1a - Number of orders Buys 8.07 10.09 9.84 8.38 10.93 11.40 13.32 12.74 12.40 12.19 13.79 12.15 135.30 Sells 5.83 7.55 7.53 6.54 8.33 8.62 9.66 8.97 9.08 8.71 10.16 9.49 100.47 Total 13.90 17.64 17.37 14.92 19.26 20.02 22.98 21.71 21.48 20.90 23.95 21.65 235.77 #1b - Number of shares purchased or sold Shares bought 3,305 3,855 4,154 3,614 4,645 4,744 5,517 5,223 4,946 5,047 6,008 5,659 56,716 Shares sold 3,100 3,767 3,960 3,436 4,390 4,497 5,232 4,868 4,738 4,804 5,850 5,212 53,853 Total 6,405 7,622 8,114 7,050 9,035 9,241 10,749 10,090 9,683 9,851 11,858 10,871 110,569 #2 - Trade money including price, commissions and fees 2a Buy money $151,903 $189,920 $182,908 $155,758 $190,627 $204,300 $214,806 $208,418 $200,026 $216,767 $254,062 $222,977 $2,392,472 2b Sell money $147,514 $191,745 $186,274 $154,825 $188,444 $201,932 $215,520 $203,359 $204,689 $218,670 $259,783 $219,486 $2,392,241 2c Total $299,417 $381,664 $369,182 $310,583 $379,071 $406,232 $430,326 $411,778 $404,715 $435,437 $513,845 $442,463 $4,784,713 #3 - Trade value at Daily VWAP 3a Buy value $151,684 $189,851 $182,849 $155,692 $190,537 $204,249 $214,660 $208,258 $199,957 $216,676 $254,052 $223,005 $2,391,469 3b Sell value $147,417 $191,812 $186,440 $154,890 $188,493 $201,995 $215,621 $203,305 $204,744 $218,725 $259,985 $219,608 $2,393,037 3c Total $299,101 $381,663 $369,289 $310,582 $379,030 $406,243 $430,281 $411,563 $404,702 $435,401 $514,038 $442,613 $4,784,506 #4 - Total trade expense, including commissions and fees, relative to Daily VWAP 4a Buys (2a-3a) $219.1 $68.8 $58.6 $66.6 $90.7 $51.4 $145.7 $160.6 $68.5 $90.6 $9.6 ($28.0) $1,002.2 4b Sells (3b-2b) ($97.1) $67.5 $166.0 $65.7 $49.6 $62.3 $100.9 ($54.3) $55.2 $55.2 $202.8 $122.0 $795.8 4c Total trade expense $122.0 $136.3 $224.6 $132.3 $140.3 $113.8 $246.6 $106.4 $123.7 $145.8 $212.4 $94.0 $1,798.0 Trade expense as percentage of trade money 4c/2c 0.041% 0.036% 0.061% 0.043% 0.037% 0.028% 0.057% 0.026% 0.031% 0.033% 0.041% 0.021% 0.038% #5 - Trade expense categories 5a Total commissions & fees $30.4 $37.1 $38.1 $33.2 $41.9 $43.5 $47.4 $46.2 $45.5 $45.7 $52.7 $44.5 $506.2 5b Execution cost (4c-5a) $91.6 $99.2 $186.5 $99.1 $98.4 $70.3 $199.2 $60.2 $78.2 $100.0 $159.7 $49.5 $1,291.9 #6 - Trade expense categories as percentage of trade money Total commissions & fees (5a/2c) 0.010% 0.010% 0.010% 0.011% 0.011% 0.011% 0.011% 0.011% 0.011% 0.010% 0.010% 0.010% 0.011% Execution cost (5b/2c) 0.031% 0.026% 0.051% 0.032% 0.026% 0.017% 0.046% 0.015% 0.020% 0.023% 0.031% 0.011% 0.027% Net Expense to IB Clients 0.041% 0.036% 0.061% 0.043% 0.037% 0.028% 0.057% 0.026% 0.031% 0.033% 0.041% 0.021% 0.038% The above illustrates that the rolling twelve months' average all-in cost of an IBKR PRO client U.S. Reg.-NMS stock trade was 3.8 basis points. ____________________________ Note 1: Daily Average Revenue Trades (DARTs) – customer orders divided by the number of trading days in the period. Note 2: FDIC insured client bank deposit sweep program balances with participating banks. These deposits are not reported in the Company's statement of financial condition. Note 3: Commissionable Order – a customer order that generates commissions. Note 4: In connection with our currency diversification strategy, we have determined to base our net worth in GLOBALs, a basket of 10 major currencies in which we hold our equity. The total effect of the currency diversification strategy is reported in Comprehensive Income and the components are reported in (1) Other Income and (2) Other Comprehensive Income ("OCI") on the balance sheet. The effect of the GLOBAL on our comprehensive income can be estimated by multiplying the total equity for the period by the change in the U.S. dollar value of the GLOBAL during the same period. Note 5: Trade money is the total amount of money clients spent or received, including all commissions and fees. Note 6: Consistent with the clients' trading activity, the computed VWAP benchmark includes extended trading hours. ____________________________ More information, including historical results for each of the above metrics, can be found on the investor relations page of the Company's corporate web site, About Interactive Brokers Group, Inc.: Interactive Brokers Group affiliates provide automated trade execution and custody of securities, commodities, foreign exchange, and forecast contracts around the clock on over 160 markets in numerous countries and currencies, from a single unified platform to clients worldwide. We serve individual investors, hedge funds, proprietary trading groups, financial advisors and introducing brokers. Our four decades of focus on technology and automation has enabled us to equip our clients with a uniquely sophisticated platform to manage their investment portfolios. We strive to provide our 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. Interactive Brokers has consistently earned recognition as a top broker, garnering multiple awards and accolades from respected industry sources such as Barron's, Investopedia, and many others. Cautionary Note Regarding Forward-Looking Statements: The foregoing information contains certain forward-looking statements that reflect the company's current views with respect to certain current and future events and financial performance. These forward-looking statements are and will be, as the case may be, subject to many risks, uncertainties and factors relating to the company's operations and business environment which may cause the company's actual results to be materially different from any future results, expressed or implied, in these forward-looking statements. Any forward-looking statements in this release are based upon information available to the company on the date of this release. The company does not undertake to publicly update or revise its forward-looking statements even if experience or future changes make it clear that any statements expressed or implied therein will not be realized. Additional information on risk factors that could potentially affect the company's financial results may be found in the company's filings with the Securities and Exchange Commission. View source version on Contacts Contacts for Interactive Brokers Group, Inc.: media@
Business Wire
5 days ago
- Business
- Business Wire
Interactive Brokers Group Reports Brokerage Metrics and Other Financial Information for May 2025, includes Reg.-NMS Execution Statistics
GREENWICH, Conn.--(BUSINESS WIRE)--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: 3.384 million Daily Average Revenue Trades (DARTs) 1, 43% higher than prior year and 11% lower than prior month. Ending client equity of $628.2 billion, 29% higher than prior year and 7% higher than prior month. Ending client margin loan balances of $61.2 billion, 15% higher than prior year and 5% higher than prior month. Ending client credit balances of $134.7 billion, including $5.4 billion in insured bank deposit sweeps 2, 26% higher than prior year and 1% higher than prior month. 3.79 million client accounts, 32% higher than prior year and 2% higher than prior month. 196 annualized average cleared DARTs 1 per client account. Average commission per cleared Commissionable Order 3 of $2.61 including exchange, clearing and regulatory fees. Key products: Futures include options on futures. We estimate exchange, clearing and regulatory fees to be 58% of the futures commissions. Other financial information for Interactive Brokers Group: GLOBAL 4: The value of the GLOBAL, reported in U.S. dollars, increased by 0.04% in May and increased by 1.758% for the year to date. In the interest of transparency, we quantify our IBKR PRO clients' all-in cost of trade execution below. For the full multimedia release with graph see link: Average U.S. Reg-NMS stock trade was $20,437 in May (dividing 2c by 1a in table below). In May, IBKR PRO clients' total cost of executing and clearing U.S. Reg.-NMS stocks through IB was about 2.1 basis points of trade money 5, as, measured against a daily VWAP 6 benchmark (3.8 basis points net cost for the rolling twelve months). IBKR PRO Clients' Reg.-NMS Stock Trading Expense Detail All amounts are in millions, except % Previous Jun '24 Jul '24 Aug '24 Sep '24 Oct '24 Nov '24 Dec '24 Jan '25 Feb '25 Mar '25 Apr '25 May '25 12 Months #1a - Number of orders Buys 8.07 10.09 9.84 8.38 10.93 11.40 13.32 12.74 12.40 12.19 13.79 12.15 135.30 Sells 5.83 7.55 7.53 6.54 8.33 8.62 9.66 8.97 9.08 8.71 10.16 9.49 100.47 Total 13.90 17.64 17.37 14.92 19.26 20.02 22.98 21.71 21.48 20.90 23.95 21.65 235.77 #1b - Number of shares purchased or sold Shares bought 3,305 3,855 4,154 3,614 4,645 4,744 5,517 5,223 4,946 5,047 6,008 5,659 56,716 Shares sold 3,100 3,767 3,960 3,436 4,390 4,497 5,232 4,868 4,738 4,804 5,850 5,212 53,853 Total 6,405 7,622 8,114 7,050 9,035 9,241 10,749 10,090 9,683 9,851 11,858 10,871 110,569 #2 - Trade money including price, commissions and fees 2a Buy money $151,903 $189,920 $182,908 $155,758 $190,627 $204,300 $214,806 $208,418 $200,026 $216,767 $254,062 $222,977 $2,392,472 2b Sell money $147,514 $191,745 $186,274 $154,825 $188,444 $201,932 $215,520 $203,359 $204,689 $218,670 $259,783 $219,486 $2,392,241 2c Total $299,417 $381,664 $369,182 $310,583 $379,071 $406,232 $430,326 $411,778 $404,715 $435,437 $513,845 $442,463 $4,784,713 #3 - Trade value at Daily VWAP 3a Buy value $151,684 $189,851 $182,849 $155,692 $190,537 $204,249 $214,660 $208,258 $199,957 $216,676 $254,052 $223,005 $2,391,469 3b Sell value $147,417 $191,812 $186,440 $154,890 $188,493 $201,995 $215,621 $203,305 $204,744 $218,725 $259,985 $219,608 $2,393,037 3c Total $299,101 $381,663 $369,289 $310,582 $379,030 $406,243 $430,281 $411,563 $404,702 $435,401 $514,038 $442,613 $4,784,506 #4 - Total trade expense, including commissions and fees, relative to Daily VWAP 4a Buys (2a-3a) $219.1 $68.8 $58.6 $66.6 $90.7 $51.4 $145.7 $160.6 $68.5 $90.6 $9.6 ($28.0) $1,002.2 4b Sells (3b-2b) ($97.1) $67.5 $166.0 $65.7 $49.6 $62.3 $100.9 ($54.3) $55.2 $55.2 $202.8 $122.0 $795.8 4c Total trade expense $122.0 $136.3 $224.6 $132.3 $140.3 $113.8 $246.6 $106.4 $123.7 $145.8 $212.4 $94.0 $1,798.0 Trade expense as percentage of trade money 4c/2c 0.041% 0.036% 0.061% 0.043% 0.037% 0.028% 0.057% 0.026% 0.031% 0.033% 0.041% 0.021% 0.038% #5 - Trade expense categories 5a Total commissions & fees $30.4 $37.1 $38.1 $33.2 $41.9 $43.5 $47.4 $46.2 $45.5 $45.7 $52.7 $44.5 $506.2 5b Execution cost (4c-5a) $91.6 $99.2 $186.5 $99.1 $98.4 $70.3 $199.2 $60.2 $78.2 $100.0 $159.7 $49.5 $1,291.9 #6 - Trade expense categories as percentage of trade money Total commissions & fees (5a/2c) 0.010% 0.010% 0.010% 0.011% 0.011% 0.011% 0.011% 0.011% 0.011% 0.010% 0.010% 0.010% 0.011% Execution cost (5b/2c) 0.031% 0.026% 0.051% 0.032% 0.026% 0.017% 0.046% 0.015% 0.020% 0.023% 0.031% 0.011% 0.027% Net Expense to IB Clients 0.041% 0.036% 0.061% 0.043% 0.037% 0.028% 0.057% 0.026% 0.031% 0.033% 0.041% 0.021% 0.038% Expand The above illustrates that the rolling twelve months' average all-in cost of an IBKR PRO client U.S. Reg.-NMS stock trade was 3.8 basis points. ____________________________ Expand Note 1: Daily Average Revenue Trades (DARTs) – customer orders divided by the number of trading days in the period. Note 2: FDIC insured client bank deposit sweep program balances with participating banks. These deposits are not reported in the Company's statement of financial condition. Note 3: Commissionable Order – a customer order that generates commissions. Note 4: In connection with our currency diversification strategy, we have determined to base our net worth in GLOBALs, a basket of 10 major currencies in which we hold our equity. The total effect of the currency diversification strategy is reported in Comprehensive Income and the components are reported in (1) Other Income and (2) Other Comprehensive Income ('OCI') on the balance sheet. The effect of the GLOBAL on our comprehensive income can be estimated by multiplying the total equity for the period by the change in the U.S. dollar value of the GLOBAL during the same period. Note 5: Trade money is the total amount of money clients spent or received, including all commissions and fees. Note 6: Consistent with the clients' trading activity, the computed VWAP benchmark includes extended trading hours. More information, including historical results for each of the above metrics, can be found on the investor relations page of the Company's corporate web site, About Interactive Brokers Group, Inc.: Interactive Brokers Group affiliates provide automated trade execution and custody of securities, commodities, foreign exchange, and forecast contracts around the clock on over 160 markets in numerous countries and currencies, from a single unified platform to clients worldwide. We serve individual investors, hedge funds, proprietary trading groups, financial advisors and introducing brokers. Our four decades of focus on technology and automation has enabled us to equip our clients with a uniquely sophisticated platform to manage their investment portfolios. We strive to provide our 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. Interactive Brokers has consistently earned recognition as a top broker, garnering multiple awards and accolades from respected industry sources such as Barron's, Investopedia, and many others. Cautionary Note Regarding Forward-Looking Statements: The foregoing information contains certain forward-looking statements that reflect the company's current views with respect to certain current and future events and financial performance. These forward-looking statements are and will be, as the case may be, subject to many risks, uncertainties and factors relating to the company's operations and business environment which may cause the company's actual results to be materially different from any future results, expressed or implied, in these forward-looking statements. Any forward-looking statements in this release are based upon information available to the company on the date of this release. The company does not undertake to publicly update or revise its forward-looking statements even if experience or future changes make it clear that any statements expressed or implied therein will not be realized. Additional information on risk factors that could potentially affect the company's financial results may be found in the company's filings with the Securities and Exchange Commission.
Yahoo
29-05-2025
- Business
- Yahoo
Interactive Brokers Group, Inc. (IBKR) Sees a More Significant Dip Than Broader Market: Some Facts to Know
Interactive Brokers Group, Inc. (IBKR) ended the recent trading session at $210.81, demonstrating a -0.81% swing from the preceding day's closing price. The stock fell short of the S&P 500, which registered a loss of 0.56% for the day. Elsewhere, the Dow lost 0.58%, while the tech-heavy Nasdaq lost 0.51%. The the stock of company has risen by 23.72% in the past month, leading the Finance sector's gain of 5.39% and the S&P 500's gain of 7.37%. Investors will be eagerly watching for the performance of Interactive Brokers Group, Inc. in its upcoming earnings disclosure. It is anticipated that the company will report an EPS of $1.73, marking a 1.7% fall compared to the same quarter of the previous year. Our most recent consensus estimate is calling for quarterly revenue of $1.32 billion, up 7.65% from the year-ago period. In terms of the entire fiscal year, the Zacks Consensus Estimates predict earnings of $7.06 per share and a revenue of $5.36 billion, indicating changes of +0.43% and +2.62%, respectively, from the former year. Investors might also notice recent changes to analyst estimates for Interactive Brokers Group, Inc. Such recent modifications usually signify the changing landscape of near-term business trends. As a result, we can interpret positive estimate revisions as a good sign for the company's business outlook. Our research demonstrates that these adjustments in estimates directly associate with imminent stock price performance. We developed the Zacks Rank to capitalize on this phenomenon. Our system takes these estimate changes into account and delivers a clear, actionable rating model. The Zacks Rank system, stretching from #1 (Strong Buy) to #5 (Strong Sell), has a noteworthy track record of outperforming, validated by third-party audits, with stocks rated #1 producing an average annual return of +25% since the year 1988. Within the past 30 days, our consensus EPS projection has moved 0.56% lower. Currently, Interactive Brokers Group, Inc. is carrying a Zacks Rank of #3 (Hold). In terms of valuation, Interactive Brokers Group, Inc. is currently trading at a Forward P/E ratio of 30.13. This valuation marks a premium compared to its industry's average Forward P/E of 15.06. It is also worth noting that IBKR currently has a PEG ratio of 2.88. This popular metric is similar to the widely-known P/E ratio, with the difference being that the PEG ratio also takes into account the company's expected earnings growth rate. IBKR's industry had an average PEG ratio of 1.21 as of yesterday's close. The Financial - Investment Bank industry is part of the Finance sector. This group has a Zacks Industry Rank of 195, putting it in the bottom 22% of all 250+ industries. The Zacks Industry Rank gauges the strength of our individual industry groups by measuring the average Zacks Rank of the individual stocks within the groups. Our research shows that the top 50% rated industries outperform the bottom half by a factor of 2 to 1. Make sure to utilize to follow all of these stock-moving metrics, and more, in the coming trading sessions. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Interactive Brokers Group, Inc. (IBKR) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
15-05-2025
- Business
- Yahoo
Interactive Brokers Group, Inc. (IBKR) is Attracting Investor Attention: Here is What You Should Know
Interactive Brokers Group, Inc. (IBKR) is one of the stocks most watched by visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock. Over the past month, shares of this company have returned +28.9%, compared to the Zacks S&P 500 composite's +9% change. During this period, the Zacks Financial - Investment Bank industry, which Interactive Brokers falls in, has gained 17.5%. The key question now is: What could be the stock's future direction? While media releases or rumors about a substantial change in a company's business prospects usually make its stock 'trending' and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making. Here at Zacks, we prioritize appraising the change in the projection of a company's future earnings over anything else. That's because we believe the present value of its future stream of earnings is what determines the fair value for its stock. Our analysis is essentially based on how sell-side analysts covering the stock are revising their earnings estimates to take the latest business trends into account. When earnings estimates for a company go up, the fair value for its stock goes up as well. And when a stock's fair value is higher than its current market price, investors tend to buy the stock, resulting in its price moving upward. Because of this, empirical studies indicate a strong correlation between trends in earnings estimate revisions and short-term stock price movements. Interactive Brokers is expected to post earnings of $1.73 per share for the current quarter, representing a year-over-year change of -1.7%. Over the last 30 days, the Zacks Consensus Estimate has changed -2.6%. For the current fiscal year, the consensus earnings estimate of $7.06 points to a change of +0.4% from the prior year. Over the last 30 days, this estimate has changed -4.3%. For the next fiscal year, the consensus earnings estimate of $7.55 indicates a change of +7% from what Interactive Brokers is expected to report a year ago. Over the past month, the estimate has changed -4.1%. Having a strong externally audited track record, our proprietary stock rating tool, the Zacks Rank, offers a more conclusive picture of a stock's price direction in the near term, since it effectively harnesses the power of earnings estimate revisions. Due to the size of the recent change in the consensus estimate, along with three other factors related to earnings estimates, Interactive Brokers is rated Zacks Rank #3 (Hold). The chart below shows the evolution of the company's forward 12-month consensus EPS estimate: Even though a company's earnings growth is arguably the best indicator of its financial health, nothing much happens if it cannot raise its revenues. It's almost impossible for a company to grow its earnings without growing its revenue for long periods. Therefore, knowing a company's potential revenue growth is crucial. For Interactive Brokers, the consensus sales estimate for the current quarter of $1.33 billion indicates a year-over-year change of +8.2%. For the current and next fiscal years, $5.38 billion and $5.72 billion estimates indicate +3.1% and +6.2% changes, respectively. Interactive Brokers reported revenues of $1.4 billion in the last reported quarter, representing a year-over-year change of +16%. EPS of $1.88 for the same period compares with $1.64 a year ago. Compared to the Zacks Consensus Estimate of $1.43 billion, the reported revenues represent a surprise of -2.25%. The EPS surprise was -2.08%. Over the last four quarters, Interactive Brokers surpassed consensus EPS estimates two times. The company topped consensus revenue estimates two times over this period. Without considering a stock's valuation, no investment decision can be efficient. In predicting a stock's future price performance, it's crucial to determine whether its current price correctly reflects the intrinsic value of the underlying business and the company's growth prospects. Comparing the current value of a company's valuation multiples, such as its price-to-earnings (P/E), price-to-sales (P/S), and price-to-cash flow (P/CF), to its own historical values helps ascertain whether its stock is fairly valued, overvalued, or undervalued, whereas comparing the company relative to its peers on these parameters gives a good sense of how reasonable its stock price is. As part of the Zacks Style Scores system, the Zacks Value Style Score (which evaluates both traditional and unconventional valuation metrics) organizes stocks into five groups ranging from A to F (A is better than B; B is better than C; and so on), making it helpful in identifying whether a stock is overvalued, rightly valued, or temporarily undervalued. Interactive Brokers is graded F on this front, indicating that it is trading at a premium to its peers. Click here to see the values of some of the valuation metrics that have driven this grade. The facts discussed here and much other information on might help determine whether or not it's worthwhile paying attention to the market buzz about Interactive Brokers. However, its Zacks Rank #3 does suggest that it may perform in line with the broader market in the near term. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Interactive Brokers Group, Inc. (IBKR) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
