Skip to main content

Interactive Brokers Group, Inc. (IBKR) Stock Analysis

Buy WaitVALUE-TRAP 1/5Moderate Confidence

Financial Services · Capital Markets

Wait for pullback to $75.95. Weak momentum — blocks BUY_NOW at $86.09. Engine's entry $75.95 (support + ATR) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risks: Analyst target reached - limited upside remaining; Near 52-week high (2.6% away).

Interactive Brokers is an automated global broker executing, clearing, and settling trades in stocks, options, futures, forex, bonds, ETFs, and other instruments on 170+ exchanges in 40 countries for approximately 4.4 million institutional and individual customers. Revenue comes... Read more

$86.09+14.1% A.UpsideScore 5.3/10#29 of 40 Capital Markets
QualityF-score7 / 9FCF yield—
IncomeYield0.40%(5y avg 0.51%)Payout13.73%sustainable
Entry $75.95(support + ATR)Stop $72.38Target $86.67(resistance)A.R:R -1.0:1Setup A.R:R 3.0:1
Analyst target$86.00-0.1%10 analysts
$86.67our TP
$86.09price
$86.00mean
$64
$99

Wait for pullback to $75.95. Weak momentum — blocks BUY_NOW at $86.09. Engine's entry $75.95 (support + ATR) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risks: Analyst target reached - limited upside remaining; Near 52-week high (2.6% away). Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Maintain position. Not compelling to add more. | News modifier +2 (HOLD_IF_HOLDING → STRONG_BUY_WAIT) Score 5.3/10, moderate confidence.

Passes 6/8 gates (positive momentum, clean insider activity, no SEC red flags, earnings proximity 57d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: aggressive.

Val2.9Qual7.2Grw6.7Mom5.4Sent6.4Ins5.0Peer3.0Tech4.5Risk6.25.3OVERALL

Recent Developments — Interactive Brokers Group, Inc.

Latest news

Generated 2026-05-20T21:06:21Z.

Thesis

Rewards
V7 quality resilience bonus: +0.2 (Q=7.2 in RISK_OFF)
Sector modifier (Financial Services): +1.0
Strong earnings beat streak (3/4)
Risks
Analyst target reached - limited upside remaining
Near 52-week high (2.6% away)
Leverage penalty (D/E 1.5): -1.0

Key Metrics

P/E (TTM)37.3
P/E (Fwd)30.5
Mkt Cap$147.9B
EV/EBITDA—
Profit Mgn16.1%
ROE23.6%
Rev Growth16.8%
Beta1.32
Dividend0.40%
Rating analysts17

Quality Signals

Piotroski F7/9MoatWideCompounder✓

Options Flow

P/C0.98neutral
IV45%normal

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results. Full disclaimer

Rating Breakdown

2 floor-breakers

Priced at a premium — multiples above sector norms. Needs delivery on growth + margins to justify.static

Ps
0.0
Analyst Target
3.0
Pe
3.4
Forward Pe
3.9
Peg Ratio
4.2
Forward P/E: 30.5xPEG: 2.28Expensive valuation

Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static

Value Rank
1.2
Growth Rank
4.6
Quality Rank
6.3
GatesA.R:R -1.0=NEGATIVEMomentum 5.4<5.5 (soft — BUY_NOW allowed but watch)Momentum 5.4>=4.5Insider activity: OKNo SEC red flagsEARNINGS PROXIMITY 57d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARSuitability: Aggressive
RSI
70 · Overbought
↑ 20D MA↑ 50D MA↑ 200D MAGOLDEN CROSSSupport $74.62Resistance $88.44

Price Targets

$72
$76
$87
A.Upside+0.7%
A.R:R-1.0:1
Setup A.R:R (at entry)3.0:1

Position Sizing

ConvictionMedium conviction
Suggested %0.5%
Max %1%
RegimeRisk-Off

Risk Alerts

! Target reached (-13.1% upside)
! NEWS_MOD=+2: HOLD_IF_HOLDING → STRONG_BUY_WAIT
! Negative risk/reward — downside exceeds upside

Earnings

B
B
B
M
3/4 beats
Next Earnings2026-07-14 (57d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is IBKR stock a buy right now?

Wait for pullback to $75.95. Weak momentum — blocks BUY_NOW at $86.09. Engine's entry $75.95 (support + ATR) is the shallowest technical level that clears the 2:1 A.R:R minimum. Key risks: Analyst target reached - limited upside remaining; Near 52-week high (2.6% away). Chart setup: No recognized chart pattern (not a breakout, bounce, continuation, recovery, falling knife, or range) — technicals mixed. Maintain position. Not compelling to add more. | News modifier +2 (HOLD_IF_HOLDING → STRONG_BUY_WAIT) Target $86.67 (+0.7%), stop $72.38 (−18.9%), Setup A.R:R 3.0:1. Score 5.3/10, moderate confidence.

What is the IBKR stock price target?

Take-profit target: $86.67 (+14.1% upside). Target $86.67 (+0.7%), stop $72.38 (−18.9%), Setup A.R:R 3.0:1. Stop-loss: $72.38.

What are the risks of investing in IBKR?

Analyst target reached - limited upside remaining; Near 52-week high (2.6% away); Leverage penalty (D/E 1.5): -1.0.

Is IBKR overvalued or undervalued?

Interactive Brokers Group, Inc. trades at a P/E of 37.3 (forward 30.5). TrendMatrix value score: 2.9/10. Verdict: Buy (Wait for Entry).

What do analysts say about IBKR?

17 analysts cover IBKR with a consensus score of 4.2/5. Average price target: $86.

What does Interactive Brokers Group, Inc. do?Interactive Brokers is an automated global broker executing, clearing, and settling trades in stocks, options, futures,...

Interactive Brokers is an automated global broker executing, clearing, and settling trades in stocks, options, futures, forex, bonds, ETFs, and other instruments on 170+ exchanges in 40 countries for approximately 4.4 million institutional and individual customers. Revenue comes from commissions, net interest income on margin loans, and related services, with approximately 30% from international operations.

Related stocks: FUTU (Futu Holdings Limited) · TW (Tradeweb Markets Inc.) · SCHW (Charles Schwab Corporation (The) · MS (Morgan Stanley) · NMR (Nomura Holdings Inc)