Interactive Brokers Group, Inc. (IBKR) Stock
IBKR has an Alpha Score of 35 out of 100 (poor), computed on Oct 28, 2026 from 3 of 4 sub-scores. 3 members of Congress disclosed 11 trades in IBKR since 2015: 7 purchases and 4 sales, most recently Lisa McClain (sale, Oct 14, 2025). 9 of the hedge funds AlphaScala tracks reported IBKR in 13F filings for the quarter ended Jun 30, 2026; the largest reported position is Viking Global Investors's at $420.47M. Company insiders reported 2 open-market buys and 1 sale on SEC Form 4 in the 90 days to Oct 30, 2026. Its trailing P/E ratio is 109.6 and its net margin 10.0% (key statistics as of Nov 3, 2026).
What is IBKR's Alpha Score?
How it works →Alpha Score of 35 reflects weak overall profile with moderate momentum, poor value, moderate quality. Based on 3 of 4 signals – score is capped at 90 until remaining data ingests.
Computed from 3 of 4 sub-scores; a sub-score is left out when its inputs are missing, and the composite is capped accordingly.
Computed Oct 28, 2026
A rules-based research rating, not a recommendation to buy or sell.
Which members of Congress traded Interactive Brokers Group, Inc. (IBKR)?
Most recent: Lisa McClain (sale, Oct 14, 2025); records start May 27, 2015.
| Politician | Trade date | Type | Amount |
|---|---|---|---|
| Lisa McClain R-MI · House | 2025-10-14 | sale | $1k – $15k |
| Lisa McClain R-MI · House | 2025-08-13 | purchase | $1k – $15k |
| Lisa McClain R-MI · House | 2025-06-24 | sale | $1k – $15k |
| Lisa McClain R-MI · House | 2025-06-17 | purchase | $1k – $15k |
| Morgan McGarvey D-KY · House | 2024-11-13 | sale | $1k – $15k |
| Morgan McGarvey D-KY · House | 2024-06-06 | purchase | $1k – $15k |
| Tom MacArthur R-NJ · House | 2019-12-21 | purchase | $1k – $15k |
| Tom MacArthur R-NJ · House | 2018-12-20 | purchase | $1k – $15k |
From STOCK Act periodic transaction reports. House filings as of Nov 1, 2026.
See all IBKR political trades →Which hedge funds own IBKR?
From 13F filings| Fund | Shares Held | Position Value | Change vs prior Q |
|---|---|---|---|
| Viking Global Investors Andreas Halvorsen | 4.83M | $420.47M | +246% |
| D.E. Shaw David Shaw | 1.60M | $139.48M | +226% |
| Citadel Ken Griffin | 1.08M | $94.15M | +47% |
| Point72 Steve Cohen | 867K | $75.47M | +1306% |
| Millennium Management Israel Englander | 772K | $67.20M | +32% |
| Lone Pine Capital Steve Mandel | 578K | $50.28M | NEW |
| Marshall Wace | 414K | $36.04M | -53% |
| Soros Fund Management George Soros (founder) | 151K | $13.18M | -77% |
| Renaissance Technologies Jim Simons (founder) | 64K | $5.56M | -86% |
13F holdings as of Jun 30, 2026
Explore all tracked funds →Are Interactive Brokers Group, Inc. insiders buying or selling?
SEC Form 4 filings| Date | Insider | Role | Type | Shares | Value |
|---|---|---|---|---|---|
| Oct 28, 26 | Harris Lawrence E | Director | SELL | 25.0K | $2.1M |
| Oct 1, 26 | Conkling Lori A | Director | BUY | 25 | $2K |
| Sep 1, 26 | Conkling Lori A | Director | BUY | 25 | $2K |
| Aug 3, 26 | Conkling Lori A | Director | BUY | 25 | $2K |
| Apr 1, 26 | Conkling Lori A | Director | BUY | 25 | $2K |
| Mar 2, 26 | Conkling Lori A | Director | BUY | 25 | $2K |
| Feb 25, 26 | Conkling Lori A | Director | BUY | 50 | $4K |
| Jan 27, 26 | Nemser Earl H | Vice Chairman | SELL | 39.7K | $3.0M |
| Jan 27, 26 | Nemser Earl H | Vice Chairman | SELL | 20.5K | $1.6M |
| Jan 26, 26 | Nemser Earl H | Vice Chairman | SELL | 60.9K | $4.6M |
SEC Form 4 filings as of Oct 30, 2026 · not updated for 4 days; newer filings may exist
See cluster-buy signals across all tickers →What are IBKR's key statistics?
Key statistics as of Nov 3, 2026
How does IBKR's valuation compare with the Financials sector?
| Metric | IBKR | Financials median | Companies in median |
|---|---|---|---|
| P/E ratio | 109.6 | 13.1 | 206 |
| Net margin | 10.03% | 20.01% | 193 |
| Return on equity | 20.41% | 12.42% | 216 |
| Dividend yield (payers) | 0.49% | 3.35% | 163 |
Medians over the Financials stocks whose key statistics were refreshed in the last 35 days (newest Nov 3, 2026). P/E excludes loss-making companies.
AlphaScala analysis on IBKR
Latest 1IBKR price chart
Powered by TradingViewWhat does Interactive Brokers Group, Inc. do?
Interactive Brokers Group Inc. is an investment holding company that operates as a multinational online brokerage firm, providing automated trade execution and custody services for a diverse array of financial instruments. It enables clients to invest globally in stocks, options, futures, currencies, bonds, mutual funds, exchange-traded funds, and commodities across over 170 markets in 40 countries and 29 currencies through a single unified platform. The company generates revenue primarily from trading commissions on equities, options, futures, foreign exchange, and other products; net interest income from client cash balances and margin lending; and fees from ancillary services such as account management and data feeds. Interactive Brokers Group Inc. serves a broad clientele including individual investors, hedge funds, proprietary trading groups, registered investment advisors, mutual funds, and introducing brokers, supported by advanced technology platforms available on mobile, web, and desktop. Founded in 1977 and headquartered in Greenwich, Connecticut, it emphasizes sophisticated tools for portfolio management, real-time data, and over 100 order types to facilitate complex trading strategies.