For most investors, how much a stock's price changes over time is important. This factor can impact your investment portfolio as well as help you compare investment results across sectors and industries.
Another factor that can influence investors is FOMO, or the fear of missing out, especially with tech giants and popular consumer-facing stocks.
What if you'd invested in Interactive Brokers Group, Inc. (IBKR) ten years ago? It may not have been easy to hold on to IBKR for all that time, but if you did, how much would your investment be worth today?
Interactive Brokers Group, Inc.'s Business In-Depth
With that in mind, let's take a look at Interactive Brokers Group, Inc.'s main business drivers.
Incorporated in 1977 and headquartered in Greenwich, CT, Interactive Brokers Group Inc. operates as an automated global electronic broker. The company specializes in routing orders and executing and processing trades in securities, futures, foreign exchange instruments, bonds, mutual funds, exchange-traded funds (ETFs) and precious metals on more than 160 electronic exchanges and market centers in 37 countries and 28 currencies. Additionally, customers can use the company’s trading platform to trade certain cryptocurrencies through third-party cryptocurrency service providers.
In the United States, Interactive Brokers conducts its business primarily from Greenwich and Chicago. Across the globe, it conducts business through offices in Canada, the U.K., Ireland, Switzerland, Hungary, India, China (Hong Kong and Shanghai), Japan, Singapore, and Australia. As of June 30, 2025, the company had approximately 3,087 employees.
In April 2025, Interactive Brokers announced a four-for-one forward split of its common stock. Each record holder of common stock, as of market close on June 16, received three additional shares of common stock, which was distributed after the close of the market on June 17. Trading commenced on a split-adjusted basis at market open on June 18, 2025.
Prior to its IPO in 2007, Interactive Brokers conducted business through a limited liability company (LLC) structure. In connection with the IPO, the company purchased 10.0% of the membership interest in IBG LLC. As of June 30, 2025, Interactive Brokers’ primary assets were its ownership of 26% of the membership interests in IBG, Inc. The remaining 74% of the membership interests were held by IBG Holdings LLC.
As of June 30, 2025, Interactive Brokers had $181.5 billion in total assets, $4.7 billion in cash and cash equivalents and $18.5 billion in total equity. As of the same date, the company’s total customer accounts were 3.87 million and total customer Daily Average Revenue Trades (DARTs) were 3.55 million.
Bottom Line
Putting together a successful investment portfolio takes a combination of research, patience, and a little bit of risk. For Interactive Brokers Group, Inc., if you bought shares a decade ago, you're likely feeling really good about your investment today.
A $1000 investment made in September 2015 would be worth $6,509.16, or a 550.92% gain, as of September 29, 2025, according to our calculations. Investors should note that this return excludes dividends but includes price increases.
In comparison, the S&P 500's gained 243.99% and the price of gold went up 221.12% over the same time frame.
Looking ahead, analysts are expecting more upside for IBKR.
Shares of Interactive Brokers have outperformed the industry in the past six months. Its efforts to develop proprietary software, lower compensation expenses relative to net revenues, and enhance its emerging market customers and global footprint, along with relatively high rates, are expected to continue aiding revenues. We project total net revenues (GAAP) to see a CAGR of 6.9% by 2027. The company's initiatives to expand its product suite and the reach of its services will support financials. Yet, high expenses (owing to technology upgrades and investments in the franchise) are expected to hurt bottom-line growth to some extent. Our estimates for total non-interest expenses imply a CAGR of 8.5% by 2027. High reliance on international revenues is a concern. Nonetheless, its capital distributions seem sustainable, given a solid liquidity position.
The stock is up 6.23% over the past four weeks, and no earnings estimate has gone lower in the past two months, compared to 1 higher, for fiscal 2025. The consensus estimate has moved up as well.
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Interactive Brokers Group, Inc. (IBKR): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).
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