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Stock research / United States / IBKR · Security Brokers, Dealers & Flotation Companies · Nasdaq

Interactive Brokers Group, Inc. (IBKR)

Interactive Brokers Group is an automated global broker. It custodies and services accounts for hedge and mutual funds, exchange-traded funds, registered investment advisors, proprietary trading groups, introducing brokers and individual investors, and it routes orders and executes and processes trades in stocks, options, futures, foreign exchange, bonds, mutual funds, ETFs, precious metals on more than 170 electronic exchanges and market centers in 40 countries and 29 currencies. Since launching the electronic brokerage business in 1993 it has grown to approximately 4.4 million institutional and individual brokerage customers, and it had 3,182 employees worldwide at 31 December 2025.

Interactive Brokers Group, Inc.

Interactive Brokers Group is an automated global broker. It custodies and services accounts for hedge and mutual funds, exchange-traded funds, registered investment advisors, proprietary trading groups, introducing brokers and individual investors, and it routes orders and executes and processes trades in stocks, options, futures, foreign exchange, bonds, mutual funds, ETFs, precious metals on more than 170 electronic exchanges and market centers in 40 countries and 29 currencies. Since launching the electronic brokerage business in 1993 it has grown to approximately 4.4 million institutional and individual brokerage customers, and it had 3,182 employees worldwide at 31 December 2025.

The U.S. business runs from Greenwich, Connecticut and Chicago, Illinois, with offices abroad in Canada, the United Kingdom, Ireland, Switzerland, Hungary, Dubai, India, China, Japan, Singapore and Australia. IBG, Inc. is a holding company whose primary asset is approximately 26.3% of the membership interests of IBG LLC, the current holding company for the businesses, and it is the sole managing member of IBG LLC. The company traces its roots to the market making business founded by its chairman on the floor of the American Stock Exchange in 1977, and it has focused since inception on developing proprietary software to automate broker-dealer functions. It joined the S&P 500 Index on 28 August 2025.

The platforms

Trader Workstation is the desktop platform for active traders who trade multiple products, with a Mosaic interface holding trading, order management, chart, watchlist and portfolio tools in one customisable workspace. IBKR Desktop delivers the core functions of Trader Workstation alongside tools for technical and fundamental analysis, charting and advanced order types including conditional and algorithmic orders. IBKR Mobile carries the same market-moving information as the desktop platform, and IBKR Client Portal is web-based and requires no downloads. IBKR GlobalTrader is a mobile app for trading internationally, with deposits in local currency, stocks at 90+ exchanges, options at 30+ market centers and around-the-clock trading of select U.S. stocks and ETFs.

The service comes at two levels. IBKR Pro gives access to stocks, options, futures, forex, bonds, mutual funds, ETFs, precious metals and cryptocurrencies from a single unified platform with no added spreads, ticket charges, account minimums or platform fees. IBKR Lite gives participating U.S. customers unlimited commission-free trades on U.S. exchange-listed stocks and ETFs without account minimums or platform fees, in exchange for not pursuing price improvement through the IB SmartRouting system. The IBKR Universal Account lets a customer transact in 29 currencies across the same venues from one point of entry.

What sits around the trading

Cash management covers a Request for Payment service for instant U.S. deposits from a mobile banking app, deposits through local payment systems outside the U.S., direct deposit of paychecks and pension distributions, mobile check deposit, and an Insured Bank Deposit Sweep Program giving eligible customers up to $5,000,000 of FDIC insurance on eligible cash balances, or $10,000,000 for joint accounts, on top of the existing $250,000 of SIPC coverage, with balances swept daily to banks up to $246,500 each.

The Mutual Fund Marketplace offers access to more than 50,000 mutual funds worldwide, including more than 20,000 no-transaction-fee funds from more than 500 fund families. The Bond Marketplace covers over one million bonds from issuers in the Americas, Europe and Asia/Pacific. Cryptocurrency trading in Bitcoin, Ethereum, Litecoin and Bitcoin Cash runs through Paxos Trust Company or Zero Hash LLC, which execute, clear and custody the cryptocurrencies. IBKR ForecastTrader is a web-based platform for contracts issued by ForecastEx, a CFTC-registered exchange and wholly owned subsidiary, and for event contracts on select CME futures markets, letting a customer trade a question with a yes or no outcome. Fractional trading covers eligible U.S., Canadian and European stocks and ETFs, with no minimum for European shares and U.S. shares from as little as $1.00. Customers can also trade U.S. Spot Gold in quantities as small as one ounce.

What went through it

Total accounts were 4,399 thousand at the end of 2025 against 3,337 thousand a year earlier, and customer equity, which is client money rather than the firm's own, was $779.9 billion against $568.2 billion. Total executed orders were 1,037,588 thousand during 2025, of which 915,616 thousand were customer orders and 121,972 thousand were principal orders. Customers traded 1,623,384 thousand options contracts, 240,120 thousand futures contracts and 417,457,770 thousand shares.

From Interactive Brokers' annual report on Form 10-K for the year ended 31 December 2025. The filing

Compare with another name What $10,000 in Interactive Brokers Group became

Latest results

Latest quarterQ3 FY2026ended 30 September 2026 · 10-Q filed 5 November 2026
Revenue
$1.9 billion
+15.6% on the year · +0.9% on the quarter
Q4 FY2024Q3 FY2026
Net income
$314 million
+19.4% on the year · +0.6% on the quarter
Q4 FY2024Q3 FY2026
Diluted EPS
$0.69
+16.9% on the year · 0.0% on the quarter
Q4 FY2024Q3 FY2026

this quarterthe same quarter a year earlierHover a bar for its figure.

Read the Q3 FY2026 results →the 10-Q on EDGAR ↗
Last full yearFY2025ended 31 December 2025 · 10-K filed 27 February 2026
Revenue
$6.2 billion
+19.7% on the year
FY2018FY2025
Net income
$984 million
+30.3% on the year
FY2018FY2025
Diluted EPS
$2.22
+28.1% on the year
FY2018FY2025

this yearthe year beforeHover a bar for its figure.

The years before, in wordsInteractive Brokers Group (IBKR) reported revenue of $6.2 billion for fiscal 2025, the year ended 31 December 2025, up 19.7% on the year before. Net income was $984 million and diluted earnings per share $2.22. Revenue was $5.2 billion in fiscal 2024, $4.3 billion in fiscal 2023, $3.1 billion in fiscal 2022 and $2.7 billion in fiscal 2021. Net income in the same years was $755 million, $600 million, $380 million and $308 million. Over the twelve months to 30 September 2026, Interactive Brokers Group reported revenue of $7.1 billion and net income of $1.2 billion. Revenue grew 22.8% a year, compounded, over the five years to fiscal 2025. Interactive Brokers Group declared $0.34 a share in dividends over the last four quarters. At the close of 6 November 2026 the market cap of Interactive Brokers Group was $34.4 billion, 29.2 times its earnings over the last twelve months.
Read the FY2025 results →the 10-K on EDGAR ↗

Ratios

From the filings

ROE18.9%
ROCEn/a
Operating marginn/a
Net margin16.5%
FCF margin171.1%
Interest covern/a
Debt to equityn/a
Cash conversion10.45x
Share count, last 12 months1.8%
Sales CAGR, 3 years26.5%
Profit CAGR, 3 years37.3%
EPS, TTM$2.60

At the close of 6 November 2026

Price$75.83
Market cap$34.4 billion
Stock P/E29.2x
Price to book5.5x
EV / EBITDAn/a
Dividend yield0.4%
Market cap / sales4.8x
52-week high$98.19
52-week low$61.05
Price, 1 year8.5%
Price CAGR, 3 years54.9%
Price CAGR, 5 years32.7%

29 ready-made ratios, from FCF yield to net debt to EBITDA, wait on the Formulas page, each with what it tells you. Browse and add them →

Worked from the filed figures; hover a name for the formula.
Read moreThe priced ones use the latest price, the last regular-hours trade on IEX. Interactive Brokers Group, Inc. has filed no borrowings figure since its balance sheet of 31 December 2023, more than a year before its latest quarter, so its borrowings and the ratios on them are shown as not available. Nothing here is a valuation or a view.
IBKRgreeksoup.ai
Daily prices to 6 November 2026, adjusted for splits; from 28 September 2026 each day's price is the last regular-hours trade on IEX.
Read moreData provided for free by IEX. By accessing or using IEX Historical Data, you agree to the IEX Historical Data Terms of Use. Day by day for the last three years; before that one point a week, carrying the week's last close and its average daily volume, so a volume bar means the same thing across the whole series; the bars sit under the price on their own scale, on the right. The moving averages need consecutive days and are drawn from the daily part. P/E is the close over the trailing four quarters' EPS as filed at each filing date, on the current share count; the dashed line is the median over the range shown. Sales and margin are quarterly revenue and the operating margin from the tables above. EV/EBITDA, price to book and market cap to sales use the latest filed balance sheet and share count at each date. Before the quarters on file begin, P/E, price to book and market cap to sales stand on each annual report from the day it was filed. Drawn in your browser; the range and overlay you pick are remembered here only.

Quarterly results

Q4 FY2021 *Q1 FY2022Q2 FY2022Q3 FY2022Q4 FY2022 *Q1 FY2023Q2 FY2023Q3 FY2023Q4 FY2023 *Q1 FY2024Q2 FY2024Q3 FY2024Q4 FY2024 *Q1 FY2025Q2 FY2025Q3 FY2025Q4 FY2025 *Q1 FY2026Q2 FY2026Q3 FY2026
Revenue6036456567909761,0561,0001,1451,1391,2031,2301,3651,3871,4271,4801,6551,6431,6691,8961,914
SG&An/an/an/an/an/an/an/an/an/a50.052.015359.062.061.062.062.068.068.078.0
Interest expense55.050.01123105467108519109651,013n/an/an/an/an/an/an/an/an/an/a
Pre-tax income3733943925236897616528408168668809091,0401,0551,1041,3121,3001,2881,4561,496
Tax rate9%7%8%8%8%8%8%8%9%8%8%8%7%9%9%10%8%9%8%10%
Net income67.073.072.099.0136148125167160175179184217213224263284267312314
Net margin11%11%11%13%14%14%12%15%14%15%15%13%16%15%15%16%17%16%16%16%
Diluted EPS$0.16$0.18$0.18$0.24$0.33$0.35$0.30$0.39$0.37$0.40$0.41$0.42$0.50$0.48$0.51$0.59$0.63$0.59$0.69$0.69
Operating cash flow-3752,125-5412,414-30.0-9232,1199792,3691,6831,6213,5821,8382,5847,1394,4791,6093,6116,216858
Capital expenditure26.019.013.018.019.017.015.08.09.012.011.011.015.016.014.015.022.026.018.044.0
Free cash flow-4012,106-5542,396-49.0-9402,1049712,3601,6711,6103,5711,8232,5687,1254,4641,5873,5856,198814
Dividends paid10.09.011.010.010.010.011.010.011.011.027.027.027.027.035.036.036.036.039.040.0
Filing10-K10-Q10-Q10-Q10-K10-Q10-Q10-Q10-K10-Q10-Q10-Q10-K10-Q10-Q10-Q10-K10-Q10-Q10-Q
Each quarter as filed, linked to its filing.
Read more* The fourth quarter is the full year less the first three quarters, because the company files the year and not the quarter on its own. A fourth quarter's EPS, and its diluted share count where shown, are from the company's results press release for that quarter, checked against the company's filed figures or a second data source. Money is in $ million as the company files it, or in $ billion by the switch above the tables; per share figures and the share count are as they are. Free cash flow is operating cash flow less capital expenditure; the effective tax rate is income tax over pre-tax income; margins are the line over revenue. Gross profit is revenue less cost of revenue, and operating income is revenue less the company's own total costs, where the statement does not print those lines. Cash flow lines filed year to date are the difference between two filings. Shares outstanding are at the period end where the balance sheet tags them, otherwise the count on the filing's cover page. A derived fourth-quarter EPS is left blank when a split in the year makes the arithmetic meaningless.

Income statement (profit and loss)

FY2008 †FY2009 †FY2010 †FY2011 †FY2012 †FY2013 †FY2014 †FY2015 †FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025TTM
Revenue2,1821,1709881,4451,1921,1281,0431,1891,3961,7021,9031,9372,2182,7143,0674,3405,1856,2057,122
Selling, general and administrativen/an/an/an/an/an/an/an/an/an/an/an/an/an/a165211314247276
Interest expensen/an/an/an/an/an/an/an/an/an/a4636432612241,0183,436n/an/an/a
Pre-tax incomen/an/an/an/an/an/a5064587611,0491,1961,1571,2561,7871,9983,0693,6954,7715,540
Income tax12854.160.353.930.033.047.043.062.025671.068.077.0151156257288414482
Effective tax raten/an/an/an/an/an/a9.3%9.4%8.1%24.4%5.9%5.9%6.1%8.4%7.8%8.4%7.8%8.7%8.7%
Net income93.035.8-9.661.941.837.044.549.084.076.01691611953083806007559841,177
Net margin4.3%3.1%-1.0%4.3%3.5%3.3%4.3%4.1%6.0%4.5%8.9%8.3%8.8%11.3%12.4%13.8%14.6%15.9%16.5%
Diluted EPS$0.56$0.22-$0.06$0.35$0.22$0.18$0.19$0.20$0.31$0.27$0.57$0.53$0.60$0.81$0.94$1.42$1.73$2.22$2.60
Filing10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K
From each year's 10-K, linked; TTM is the last four quarters.
Read moreFree cash flow is operating cash flow less capital expenditure; the effective tax rate is income tax over pre-tax income; margins are the line over revenue. Gross profit is revenue less cost of revenue, and operating income is revenue less the company's own total costs, where the statement does not print those lines. Those four are arithmetic on the filed numbers; everything else is as filed. Money is in $ million as the company files it, or in $ billion by the switch above the tables; per share figures and share counts are as they are. † The year as the company last restated it in a later filing; rest on a figure for the one first filed. EPS is as filed.

Revenue by region FY2014 to FY2025

FY2014FY2015FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025Share
of the parts, latest year
United States7738321,0461,3931,5011,5241,5841,8812,1153,0283,5894,32469.7%
International2703573503094024136348339521,3121,5961,88130.3%
United StatesInternational
1,189FY20151,702FY20171,937FY20192,714FY20214,340FY20236,205FY2025

$ million; hover a block for its figure and share

From the company's 10-Ks, in its own words (latest 10-K).
Read moreEach year's figures come from the most recent 10-K that includes that year. A year is shown only where the parts add up to the revenue above. Fiscal years are labelled by the year they end in.

Cash flow

Follow the cashA discounted cash flow: five years of free cash flow, added up in today's moneyNot for Interactive Brokers Group: a broker's operating cash flow carries its clients' money, so its free cash flow swings with client balances rather than with what the firm earns. Book value and return on equity, in the ratios above, are the usual measures for it.

FY2008 †FY2009 †FY2010 †FY2011 †FY2012 †FY2013 †FY2014 †FY2015 †FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025TTM
Operating cash flow2,0921511,6939927251414177256351,0652,3562,6668,0685,8963,9684,5448,72415,81112,294
Capital expenditure26.718.518.113.518.017.019.030.027.028.036.074.050.077.069.049.049.067.0110
Free cash flow2,0661321,6759787071243986956081,0372,3202,5928,0185,8193,8994,4958,67515,74412,184
Free cash flow margin94.7%11.3%169.5%67.7%59.3%11.0%38.2%58.5%43.6%60.9%121.9%133.8%361.5%214.4%127.1%103.6%167.3%253.7%171.1%
Cash from investing-20.2-27.5-17.3-137-52.4-32.454.1n/a-6.0-26.0-57.0-89.0-50.0-188-67.0-52.0-44.0-171-326
Cash from financing-1,598-290-1,175-563-605-248-308n/a-189-374-399-419-229-523-470-624-833-969-1,086
Depreciation and amortisation17.921.118.718.719.319.020.022.025.025.026.031.042.050.058.065.067.061.068.0
Share-based compensation25.939.441.749.267.141.041.050.051.053.058.060.065.080.092.0100112118124
Buybacks0.90.00.0n/an/an/an/an/an/an/an/an/an/an/an/an/an/an/an/a
Dividends paid0.00.075.613.566.320.023.025.026.028.029.031.032.038.040.042.092.0134151
Dividend per sharen/an/an/an/a$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03$0.03n/an/an/a
Diluted shares, weighted166m167m170m177m188m204m231m250m269m284m297m307m323m380m405m423m436m444m454m
Shares outstanding at period endn/an/an/an/an/an/a234m256mn/an/an/an/an/an/an/an/an/an/an/a
Filing10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K
Cash paid in the year, from the cash flow statement.
Read moreThe dividend per share is as declared. Diluted shares are the weighted average for the year; a falling count is the buybacks net of issuance. TTM sums the last four quarters; the share counts are the latest quarter's.

Balance sheet

FY2008 †FY2009 †FY2010 †FY2011 †FY2012 †FY2013 †FY2014 †FY2015 †FY2016FY2017FY2018FY2019FY2020FY2021FY2022FY2023FY2024FY2025TTM
Funded by
Shareholders' equity-1,927575-2,029-4605987077668639741,0901,2821,4521,9512,3952,8483,5844,2805,3636,215
Non-controlling interestn/a4,3021.51.84,2154,3854,4184,4814,8465,3435,8746,4887,0527,8278,76710,48312,31715,10917,036
Redeemable equityn/an/a6,3215,2700.0n/an/an/an/an/an/an/an/an/an/an/an/an/an/a
Short-term borrowingsn/a3211876.511024.634.0n/a74.015.017.016.0n/an/an/an/an/an/an/a
Debtn/an/an/an/an/an/an/an/an/an/an/an/a96.00.00.00.0n/an/an/a
Other liabilitiesn/a21,40824,01825,58628,27632,75438,16643,39048,77954,71453,37463,72086,58098,891103,528114,356133,545182,768219,984
Total liabilities and equityn/a26,60628,49930,40433,20037,87143,38548,73454,67361,16260,54771,67695,679109,113115,143128,423150,142203,240243,235
Owned
Fixed assetsn/an/a41.135.934.732.232.010.013.014.020.062.067.085.093.081.059.060.0n/a
Intangible assetsn/an/an/an/an/an/an/a30.028.029.033.034.037.046.048.043.048.052.0n/a
Securities borrowedn/a5,0633,2922,6622,8332,752n/a3,9243,6292,9573,3313,9164,9563,9124,7495,8355,36911,58912,086
Cash and equivalents9438071,0241,2851,3811,2131,2691,6011,9251,7322,5972,8824,2922,3953,4363,7533,6334,9635,935
Other assetsn/a20,73624,14226,42228,95133,87442,08443,16949,07856,43054,56664,78286,327102,675106,817118,711141,033186,576225,214
Total assetsn/a26,60628,49930,40433,20037,87143,38548,73454,67361,16260,54771,67695,679109,113115,143128,423150,142203,240243,235
Filing10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K10-K
At the fiscal year end; the TTM column is the latest quarter end.
Read moreBoth totals are the company's own. Other liabilities is the filed total less the rows above it: payables, deferred revenue, taxes, borrowings the rows above do not carry and the rest; other assets is the same on the other side. Investments add the current and non-current lines as filed. Debt is the company's own stated total where it files one, otherwise its long-term debt with the current maturities, never parts added together. A row is left blank in a year where the lines shown overlap and the remainder would fall below nil.

Compounded growth

10 years5 years3 yearsTTM
Sales growth, compounded18.0%22.8%26.5%19.7%
Profit growth, compounded35.0%38.2%37.3%28.4%
Return on equity, average12.9%15.8%17.6%18.3%
Yearly growth, compounded; TTM is the last four quarters against the four before.
Read moreReturn on equity is net income over shareholders' equity at each year end, averaged over the window (the TTM column is the latest year alone); equity is the parent's shareholders' equity as tagged in the 10-K. Arithmetic on filed numbers, nothing forecast.

Questions

What was Interactive Brokers Group's revenue in fiscal 2025?

Interactive Brokers Group (IBKR) reported revenue of $6.2 billion for fiscal 2025, the year ended 31 December 2025, up 19.7% on the year before.

How much did Interactive Brokers Group earn in fiscal 2025?

Net income was $984 million for fiscal 2025, and diluted earnings per share $2.22.

What is Interactive Brokers Group's P/E ratio?

At the close of 6 November 2026, Interactive Brokers Group traded at 29.2 times its earnings over the twelve months to 30 September 2026.

What is Interactive Brokers Group's market cap?

The market cap of Interactive Brokers Group was $34.4 billion at the close of 6 November 2026.

Does Interactive Brokers Group pay a dividend?

Yes. Interactive Brokers Group declared $0.34 a share in dividends over the four quarters to 30 September 2026.

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TTM		Debt to equityDiv. yield
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Ares Management Corp. ARES$42.0 billionn/a11.3%17.7%7.6%2.033.9%
Crown Castle Inc. CCI$37.7 billion46.63n/a47.1%-15.7%n/a4.8%
Cboe Global Markets, Inc. CBOE$36.8 billion25.1125.0%36.4%14.3%0.240.9%
Interactive Brokers Group, Inc. IBKR$34.4 billion29.1618.9%n/a19.7%n/a0.4%
Extra Space Storage Inc. EXR$33.2 billion32.358.1%43.8%4.1%1.044.1%
Iron Mountain Inc. IRM$31.7 billion69.58n/a19.5%17.5%n/a3.2%
Raymond James Financial Inc. RJF$31.3 billion14.1918.2%n/a10.5%0.071.3%
Tradeweb Markets Inc. TW$29.7 billion29.9913.7%44.1%14.4%0.000.4%
Nomura Holdings Inc. NMR *$27.3 billion12.459.8%n/a14.0%n/a4.4%
Vici Properties Inc. VICI$27.3 billion11.378.1%n/a4.7%0.587.3%
Vivmark Residential VMRK$24.6 billion28.488.3%28.2%2.8%0.794.3%
T. Rowe Price Group, Inc. TROW$23.1 billion10.9619.2%32.0%6.9%0.004.8%
LPL Financial Holdings Inc. LPLA$23.0 billion16.9524.0%9.2%31.0%1.340.4%
Royal Gold Inc. RGLD$22.5 billion26.7910.8%62.0%105.2%0.020.7%
Pershing Square Inc. PS$20.6 billionn/a-9.0%0.2%n/a0.21n/a
SBA Communications Corp. SBAC$19.8 billion20.45n/a47.7%2.3%n/a2.6%
Texas Pacific Land Corp. TPL$18.8 billion32.0032.6%75.5%25.3%0.000.9%
TPG Inc. TPG$17.9 billion59.186.8%n/a18.8%0.574.8%
Essex Property Trust, Inc. ESS$17.5 billion50.556.6%29.5%4.5%1.253.8%
Franklin Templeton Inc. BEN$17.1 billion22.976.9%9.7%7.9%0.203.9%
Kimco Realty Corp. KIM$17.0 billion23.847.4%40.1%3.5%0.834.2%
Host Hotels & Resorts, Inc. HST$16.9 billion17.9814.8%14.8%5.0%0.806.1%
Lamar Advertising Co. LAMR$15.8 billion27.5155.8%32.1%5.1%3.394.3%
Blue OWL Capital Inc. OWL$15.4 billion70.144.9%-105.8%119.9%1.898.7%
Weyerhaeuser Co. WY$15.1 billion33.294.8%11.7%-1.1%0.574.0%
W. P. Carey Inc. WPC$15.0 billion22.437.4%43.8%9.0%1.005.7%
Annaly Capital Management Inc. NLY$14.7 billion13.117.1%n/a28.4%2.4314.9%
Omega Healthcare Investors Inc. OHI$14.6 billion19.3613.8%73.4%14.0%0.735.6%
Sun Communities Inc. SUI$14.4 billionn/a-14.7%4.2%2.9%0.723.7%
Carlyle Group Inc. CG$14.0 billion42.225.4%16.6%-7.6%0.463.5%
Healthpeak Properties, Inc. DOC$14.0 billion37.564.8%4.0%9.4%1.196.0%
Mid-America Apartment Communities, Inc. MAA$13.8 billion36.057.3%n/a1.0%1.105.1%
Regency Centers Corp. REG$13.7 billion26.747.7%72.0%8.4%0.724.0%
American Healthcare REIT, Inc. AHR$13.4 billion118.201.7%20.2%21.5%0.251.7%
SEI Investments Co. SEIC$12.5 billion18.3128.3%29.4%12.8%0.011.0%
Equity Lifestyle Properties Inc. ELS$12.2 billion31.0123.1%26.1%3.2%1.893.4%
Invesco Ltd. IVZ$11.9 billionn/a-2.5%-4.5%13.7%0.103.1%
Udr, Inc. UDR$11.7 billion17.2522.3%52.2%0.6%1.844.7%
American Homes 4 Rent AMH$11.7 billion26.916.7%15.2%3.5%0.773.9%
Stifel Financial Corp. SF$11.4 billion12.2816.1%n/a10.9%0.101.8%
Gaming & Leisure Properties, Inc. GLPI$11.3 billion11.8918.9%79.1%7.3%1.638.2%
Freedom Holding Corp. FRHC$11.0 billionn/an/an/an/an/an/a
Jefferies Financial Group Inc. JEF$10.9 billionn/a8.3%n/a17.7%1.723.4%
Evercore Inc. EVR$10.8 billion15.6339.2%21.3%36.6%0.281.2%
Eastgroup Properties Inc. EGP$10.4 billion32.848.9%40.8%10.4%0.513.3%
Bxp, Inc. BXP$10.4 billion19.4710.3%29.2%2.7%3.204.3%
Houlihan Lokey, Inc. HLI$10.1 billion24.4617.5%20.3%-0.4%0.001.8%
CubeSmart CUBE$10.1 billion29.8114.0%40.8%3.3%1.434.7%
Camden Property Trust CPT$10.0 billion9.2824.6%n/a-1.0%0.934.2%
Janus Living, Inc. JAN$9.9 billionn/a0.2%n/an/a0.00n/a
CareTrust REIT, Inc. CTRE$9.8 billion24.046.8%54.6%43.6%0.393.9%
Federal Realty Investment Trust FRT$9.7 billion22.5313.6%47.7%7.8%1.504.0%
Affiliated Managers Group, Inc. AMG$9.4 billion12.5628.2%15.1%11.8%0.990.0%
Brixmor Property Group Inc. BRX$9.2 billion21.9114.1%n/a5.7%1.764.1%
Ryman Hospitality Properties, Inc. RHP$9.1 billion31.8920.2%19.6%12.9%3.403.6%
Agree Realty Corp. ADC$9.1 billion36.033.5%48.9%17.7%0.543.8%
Morningstar, Inc. MORN$9.1 billion21.3343.4%24.5%9.4%1.640.8%
Lineage, Inc. LINE$8.9 billionn/a-2.1%3.6%1.0%0.795.4%
Virtu Financial, Inc. VIRT$8.4 billion7.9231.1%32.4%26.1%2.381.8%
Rexford Industrial Realty, Inc. REXR$8.1 billionn/a-6.4%39.8%-2.0%0.394.6%
NNN REIT, Inc. NNN$8.0 billion19.598.7%62.9%7.3%1.105.9%
Alexandria Real Estate Equities, Inc. ARE$7.8 billionn/a-9.7%-85.8%-9.9%0.876.4%
Victory Capital Holdings, Inc. VCTR$7.4 billion21.9218.8%40.4%36.9%0.401.6%
InterDigital, Inc. IDCC$7.4 billion31.4625.2%45.1%-12.0%0.251.0%
First Industrial Realty Trust Inc. FR$7.1 billion19.9912.9%41.6%8.5%0.963.6%
Stag Industrial, Inc. STAG$7.1 billion25.967.4%37.7%9.3%0.944.2%
Macerich Co. MAC$7.1 billionn/a-3.6%-12.0%-1.3%1.902.7%
Vornado Realty Trust VNO$6.7 billionn/a0.2%n/a1.6%1.272.1%
Healthcare Realty Trust Inc. HR$6.5 billionn/a-1.1%n/a-5.8%1.045.0%
StoneX Group Inc. SNEX$6.5 billion9.3918.5%n/a48.7%6.97n/a
Rayonier Inc. RYN$6.4 billion37.143.0%12.0%24.1%0.354.9%
Essential Properties Realty Trust, Inc. EPRT$6.2 billion22.745.8%60.6%20.4%0.664.5%
Dolby Laboratories, Inc. DLB$6.1 billion27.598.8%17.7%0.6%0.002.2%
Marketaxess Holdings Inc. MKTX$5.8 billion20.2722.9%39.1%3.9%0.071.9%
StepStone Group Inc. STEP$5.7 billionn/an/a-58.2%48.5%n/a3.1%
SSR Mining Inc. SSRM$5.7 billion24.067.7%40.9%39.4%0.00n/a
Sabra Health Care REIT, Inc. SBRA$5.5 billion75.042.5%n/a23.4%0.865.7%
Outfront Media Inc. OUT$5.4 billion21.0936.6%20.7%9.1%3.594.0%
Galaxy Digital Inc. GLXY$5.3 billionn/a-18.5%-2.3%66.0%1.55n/a
Phillips Edison & Company, Inc. PECO$5.2 billion28.157.5%n/a7.0%1.055.6%
Rithm Capital Corp. RITM$5.2 billionn/an/an/an/a3.5010.8%
Kite Realty Group Trust KRG$5.0 billion15.7112.4%17.4%-7.3%1.024.6%
Hamilton Lane Inc. HLNE$5.0 billion13.2628.2%43.7%18.9%0.27n/a
BGC Group, Inc. BGC$5.0 billion25.5718.0%4.7%27.6%1.600.8%
HA Sustainable Infrastructure Capital, Inc. HASI$5.0 billion40.525.5%n/a22.6%2.364.4%
Cousins Properties Inc. CUZ$4.9 billion328.830.3%68.3%8.5%0.804.3%
Federated Hermes, Inc. FHI$4.7 billion11.5732.5%27.8%13.2%0.272.2%
Howard Hughes Holdings Inc. HHH$4.6 billion30.714.3%18.1%42.8%1.44n/a
Americold Realty Trust COLD$4.6 billion19.307.9%15.1%1.3%1.035.7%
EPR Properties EPR$4.6 billion16.8112.7%59.0%7.3%1.436.1%
Apple Hospitality REIT, Inc. APLE$4.5 billion23.905.9%18.3%3.2%0.475.1%
Tanger Inc. SKT$4.4 billionn/an/an/an/a2.44n/a
Piper Sandler Companies PIPR$4.4 billion15.5321.9%n/a21.1%n/a3.0%
Starwood Property Trust, Inc. STWD$4.4 billionn/a-4.0%-12.7%14.4%3.4015.9%
Lazard, Inc. LAZ$4.2 billion23.2219.5%8.1%9.2%1.785.2%
Kilroy Realty Corp. KRC$4.2 billion149.250.6%n/a-3.6%0.846.0%
Cohen & Steers, Inc. CNS$3.8 billion22.4627.8%32.4%8.6%0.003.6%
Copt Defense Properties CDP$3.7 billion22.2111.0%30.2%7.2%1.673.8%
PJT Partners Inc. PJT$3.7 billion21.2552.5%20.5%10.2%0.000.7%
LXP Industrial Trust LXP$3.6 billion31.545.9%n/a-3.5%0.664.5%
SL Green Realty Corp. SLG$3.6 billionn/a-3.7%61.7%9.7%1.255.2%
Independence Realty Trust, Inc. IRT$3.5 billion57.651.8%16.6%3.1%0.724.7%
Highwoods Properties, Inc. HIW$3.5 billion18.747.8%67.2%5.4%1.486.4%
Miami International Holdings, Inc. MIAX$3.4 billion12.7724.3%10.9%n/a0.00n/a
National Health Investors Inc. NHI$3.4 billion20.5910.6%n/a23.9%0.815.2%
Broadstone Net Lease, Inc. BNL$3.4 billion23.045.1%46.0%8.0%1.016.7%
Acadian Asset Management Inc. AAMI$3.2 billion26.66n/a25.5%27.9%n/a0.3%
Artisan Partners Asset Management Inc. APAM$3.2 billion9.1669.7%33.4%8.7%0.438.1%
WisdomTree, Inc. WT$2.9 billion27.4424.8%39.9%45.2%2.380.6%
DiamondRock Hospitality Co. DRH$2.9 billion17.7710.7%16.6%2.1%0.712.9%
Acadia Realty Trust AKR$2.7 billion70.732.0%53.3%-0.3%0.784.0%
Four Corners Property Trust, Inc. FCPT$2.6 billion21.497.3%n/a10.2%0.966.3%
CoreCivic, Inc. CXW$2.5 billion1.8563.5%9.9%26.9%0.28n/a
InvenTrust Properties Corp. IVT$2.5 billion85.221.6%-7.7%12.6%0.583.1%
LTC Properties Inc. LTC$2.5 billion4.7030.8%58.5%70.4%0.605.1%
Netstreit Corp. NTST$2.4 billion85.411.1%32.5%27.1%0.604.7%
Pebblebrook Hotel Trust PEB$2.4 billionn/a-2.9%3.1%2.8%0.890.2%
SmartStop Self Storage REIT, Inc. SMA$2.2 billion67.122.9%22.9%20.7%1.00n/a
RLJ Lodging Trust RLJ$1.9 billion121.901.7%10.0%4.1%1.034.8%
Douglas Emmett Inc. DEI$1.7 billionn/a-1.1%18.8%1.8%3.147.5%
Diversified Healthcare Trust DHC$1.7 billionn/a-9.9%-2.3%-3.8%1.600.6%
Global Net Lease, Inc. GNL$1.5 billionn/a-3.4%37.9%-21.8%1.7811.0%
CBL & Associates Properties Inc. CBL$1.5 billion6.8150.8%27.2%9.0%4.76n/a
American Assets Trust, Inc. AAT$1.3 billion61.541.9%23.6%1.1%1.526.3%
Alexanders Inc. ALX$1.3 billion6.7883.9%n/a8.2%3.677.1%
UMH Properties, Inc. UMH$1.3 billion298.400.5%n/a8.5%0.976.0%
Digital Turbine, Inc. APPS$1.3 billionn/a-18.3%10.3%19.2%1.85n/a
Medical Properties Trust Inc. MPT$1.1 billion4.405.4%3.7%10.5%2.0019.9%
Easterly Government Properties, Inc. DEA$1.1 billion77.521.1%23.9%11.4%1.288.0%
Ridgepost Capital, Inc. RPC$1.1 billion31.326.8%27.2%8.2%0.921.5%
Oppenheimer Holdings Inc. OPY$974 million12.238.7%7.2%13.9%n/a0.8%
Centerspace CSR$964 million10.7311.5%56.1%-6.0%1.025.4%
Orchid Island Capital, Inc. ORC$960 million98.60-0.5%95.7%74.8%9.2126.8%
Empire State Realty Trust, Inc. ESRT$918 million265.250.3%-4.4%2.0%2.142.6%
Abacus Global Management, Inc. ABX$852 million32.526.5%31.8%65.3%0.76n/a
Virtus Investment Partners, Inc. VRTS$846 million7.2812.7%15.7%-7.2%0.447.5%
CTO Realty Growth, Inc. CTO$783 million17.726.5%37.5%15.9%1.05n/a
Summit Hotel Properties, Inc. INN$755 millionn/a-2.5%9.9%2.4%1.654.6%
Safehold Inc. SAFE$749 million6.584.7%24.9%16.5%1.956.7%
Postal Realty Trust, Inc. PSTL$742 million38.904.7%38.2%22.3%0.944.4%
JBG Smith Properties JBGS$739 millionn/a-20.4%0.8%3.0%2.545.6%
Chatham Lodging Trust CLDT$722 million96.882.2%13.4%3.8%0.562.5%
Saul Centers, Inc. BFS$709 million31.0411.6%66.7%9.2%5.588.3%
PennyMac Mortgage Investment Trust PMT$685 million17.094.6%22.3%-11.5%1.7920.4%
Service Properties Trust SVC$674 million14.03-65.1%-6.1%-15.6%6.352.9%
Chimera Investment Corp. CIM$613 millionn/a-7.9%n/a12.4%4.0923.5%
Brandywine Realty Trust BDN$553 millionn/a-21.5%19.0%3.5%3.739.8%
Universal Health Realty Income Trust UHT$544 million26.9914.5%35.9%-0.0%2.847.6%
TPG RE Finance Trust, Inc. TRTX$512 million17.314.4%n/a-2.4%4.1014.2%
Franklin BSP Realty Trust, Inc. FBRT$470 millionn/a1.4%n/a16.4%2.9215.4%
One Liberty Properties Inc. OLP$446 million18.668.6%48.3%10.7%1.838.5%
BrightSpire Capital, Inc. BRSP$416 million23.862.2%27.0%2.5%2.9819.2%
NexPoint Residential Trust, Inc. NXRT$415 millionn/a-16.6%10.6%0.7%7.2413.0%
Industrial Logistics Properties Trust ILPT$397 millionn/a-14.9%33.7%3.5%9.854.2%
Farmland Partners Inc. FPI$369 million55.002.3%12.4%-5.6%0.5615.8%
Arbor Realty Trust Inc. ABR$299 millionn/a-4.2%n/a-12.9%4.4158.6%
Apollo Commercial Real Estate Finance, Inc. ARI$297 million2.9010.5%35.1%-14.7%n/a43.1%
Mesabi Trust MSB$226 million34.8836.9%n/a-87.6%0.00n/a
North European Oil Royalty Trust NRT$65 millionn/an/an/an/an/an/a
18 companies share its SEC industry code (Security Brokers, Dealers & Flotation Companies); the rest are the names nearest in size in its wider industry, Trading, one of the Fama-French 48 industries, a published grouping of SEC industry codes.
Read moreBy market capitalisation; a click on a heading sorts by it, largest first, and a second click turns it round. Each figure is the same arithmetic as the ratio box above, on each company's own filings and latest close; a name marked * is a foreign company that files once a year, on its latest fiscal year.

The public record on IBKR

Dividends$0.335 a share over the four quarters to 30 September 2026, a 0.44% yield
Filings16 in twelve months: 7 current reports (8-K), about 4 results of operations; 2 other events; 1 shareholder vote
Planned insider sales2 Form 144 notices in twelve months, $32.3 million; latest 28 April 2026
Options tapeput/call 0.81 by open interest at the 6 November 2026 close; the straddle prices a 5.4% move to 13 November 2026
13F holders1,123 funds reported a position for the quarter to 30 June 2026; largest BlackRock, Inc.
Insider trading10 sales and 10 purchases on Form 4 in twelve months
Congress0 House trades disclosed in six months
Short interest13.1 million shares short, 3.45 days to cover at 15 October 2026
Documentsthe 10-K, the 10-Qs, the proxy and 4 earnings press releases, each linked

Filings

FilingPeriodFiledWhere
10-Q30 September 20265 November 2026EDGAR
10-Q30 June 20266 August 2026EDGAR
10-Q31 March 20267 May 2026EDGAR
10-K/A31 December 202531 March 2026EDGAR
10-K31 December 202527 February 2026EDGAR
10-Q30 September 20255 November 2025EDGAR
10-Q30 June 20256 August 2025EDGAR
10-Q31 March 20258 May 2025EDGAR
10-K/A31 December 20245 March 2025EDGAR
10-K31 December 202427 February 2025EDGAR

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