How much a stock's price changes over time is a significant driver for most investors. Not only can price performance impact your portfolio, but it can help you compare investment results across sectors and industries as well.
The fear of missing out, or FOMO, also plays a factor in investing, especially with particular tech giants, as well as 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. Moreover, customers can use the company’s trading platform to trade certain cryptocurrencies through third-party cryptocurrency service providers. In August 2025, the company joined the S&P 500 Index.
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 Dec. 31, 2025, the company had approximately 3,182 employees.
In June 2025, Interactive Brokers had a four-for-one stock split.
Before 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 Dec. 31, 2025, Interactive Brokers’ primary assets were its ownership of 26.3% of the membership interests in IBG, Inc. The remaining 73.7% of the membership interests were held by IBG Holdings LLC.
As of Dec. 31, 2025, Interactive Brokers had $203.2 billion in total assets, $5 billion in cash and cash equivalents and $20.5 billion in total equity. As of the same date, the company’s total customer accounts were 4.40 million, and total customer Daily Average Revenue Trades (DARTs) were 4.04 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 February 2016 would be worth $9,281.69, or a 828.17% gain, as of February 2, 2026, according to our calculations. Investors should note that this return excludes dividends but includes price increases.
In comparison, the S&P 500's gained 257.64% and the price of gold went up 311.65% 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 earnings surpassed the Zacks Consensus Estimate in three of the trailing four quarters. Its fourth-quarter 2025 results were aided by growth in revenues. The company's product suite expansion efforts along with efforts to expand its emerging-market customer base and develop proprietary software will keep supporting top-line growth and bolster market share. Lower compensation expenses relative to net revenues is a key positive, which gives it competitive advantage. However, elevated expenses (owing to technology upgrades and investments in franchise) are likely to hamper bottom-line growth. A significant reliance on international revenues is another major headwind. Yet, a solid liquidity position will likely help sustain capital distribution activities.
The stock is up 11.38% over the past four weeks, and no earnings estimate has gone lower in the past two months, compared to 2 higher, for fiscal 2026. 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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