Early Access

IBKR SEC Filings

Interactive Brokers Group, Inc. - 248 total filings

Showing 1–50 of 248 filings
8-K

Interactive Brokers Group, Inc. 8-K Report, Financial Results (Jan 20, 2026)

Jan 20, 2026

Interactive Brokers Group, Inc. (IBKR) has filed a Form 8-K to report its financial results for the quarter ended December 31, 2025, released on January 20, 2026. While the filing itself is brief and primarily references an attached press release (Exhibit 99.1) for detailed financial performance, investors should note that this report serves as a notification mechanism for the announced results. Key investor takeaways will be found within the furnished press release, which would contain information on revenue, net income, earnings per share, and any significant operational developments or trends affecting the company during the fourth quarter of 2025. The 8-K filing itself does not contain the actual financial figures but points investors to where they can be found. As the company is not designated as an 'emerging growth company' and has not elected the extended transition period for accounting standards, investors can assume current accounting standards apply.

10-Q

Interactive Brokers Group, Inc. Quarterly Report for Q3 Ended Sep 30, 2025

Nov 5, 2025

Interactive Brokers Group, Inc. (IBKR) reported strong financial results for the third quarter and first nine months of 2025, driven by robust growth in customer trading volumes and increased net interest income. Total net revenues for the quarter rose 21% year-over-year to $1.66 billion, with net income available to common stockholders increasing by 43% to $263 million, leading to diluted EPS of $0.59. The company's balance sheet remains highly liquid, with total assets reaching $200.2 billion, a significant increase driven by higher customer credit and margin balances. The company experienced substantial growth in commissions, up 23% year-over-year, due to increased stock and options trading volumes. Net interest income also saw a significant boost, growing 21% as a result of stronger securities lending activity and higher average customer margin loans and credit balances, despite a slight decline in net interest margin due to global interest rate cuts. Management highlighted operational efficiency, with non-interest expenses decreasing as a percentage of net revenues, reflecting a focus on automation and cost management.

8-K

Interactive Brokers Group, Inc. 8-K Report, Financial Results (Oct 16, 2025)

Oct 16, 2025

Interactive Brokers Group, Inc. (IBKR) has filed a Form 8-K on October 15, 2025, to announce its financial results for the quarter ended September 30, 2025. The press release detailing these results, dated October 16, 2025, is furnished as an exhibit. Investors should note that the information provided in this report, including the press release, is furnished and not deemed 'filed' for regulatory purposes, meaning it does not automatically become part of future SEC filings unless specifically incorporated by reference. This filing serves as the primary channel for the company to disseminate its latest quarterly performance figures and any associated commentary.

10-Q

Interactive Brokers Group, Inc. Quarterly Report for Q2 Ended Jun 30, 2025

Aug 6, 2025

Interactive Brokers Group, Inc. reported strong financial results for the six months ended June 30, 2025, with total net revenues increasing by 19% year-over-year to $2.9 billion, and net income available for common stockholders growing to $437 million. This growth was driven primarily by a substantial increase in commission revenues, up 31% to $1.03 billion, reflecting higher customer trading volumes across all product types, alongside a notable increase in other income which surged by $125 million year-over-year. The company's robust operational performance is supported by significant growth in customer accounts, up 32% year-over-year, and customer equity, which increased by 34% to $664.6 billion. Despite a general decline in benchmark interest rates globally, Interactive Brokers managed to increase its net interest income by 6% to $1.63 billion, a testament to its expanded customer balances and securities lending activities. The company maintained strong profitability with a pretax profit margin of 74% for the six-month period, underscoring its efficient operational model and technology-driven approach.

8-K

Interactive Brokers Group, Inc. 8-K Report, Corporate Update (Jul 30, 2025)

Jul 30, 2025

Interactive Brokers Group, Inc. (IBKR) has filed an 8-K report on July 29, 2025, announcing the takedown of 3,836,000 shares of its common stock from its existing shelf registration statement. This action, detailed in a Prospectus Supplement filed under Rule 424(b)(5), allows the company to issue these shares to the market. This is a common capital markets activity for companies with effective shelf registrations, enabling them to raise capital or manage their equity efficiently as needed. Investors should note that this event relates to the *issuance* of shares, not necessarily a sale of shares by existing shareholders.

8-K

Interactive Brokers Group, Inc. 8-K Report, Financial Results (Jul 17, 2025)

Jul 17, 2025

Interactive Brokers Group, Inc. (IBKR) has filed a Current Report (8-K) on July 17, 2025, to announce its financial results for the quarter ended June 30, 2025. The full details of these results are provided in a press release furnished as Exhibit 99.1 to this filing. Investors should refer to this press release for specific financial performance metrics, including revenue, earnings, and any commentary on operational trends impacting the quarter. This filing serves as the official notification of the company's latest financial performance. While the 8-K itself is a brief procedural document, the accompanying press release is the primary source of information for understanding IBKR's performance during the second quarter of 2025. Investors should carefully review the press release for any new strategic initiatives, outlook, or significant business developments that may have influenced these results or are expected to impact future performance.

10-Q

Interactive Brokers Group, Inc. Quarterly Report for Q1 Ended Mar 31, 2025

May 8, 2025

Interactive Brokers Group, Inc. reported strong performance for the first quarter of 2025, with significant increases in net revenues and income before income taxes, driven primarily by robust growth in customer trading volumes. Net revenues rose 19% year-over-year to $1.43 billion, while income before income taxes surged 22% to $1.06 billion. This growth was fueled by a substantial 36% increase in commissions, reflecting a 50% rise in daily average revenue trades (DARTs), alongside a healthy 32% increase in other fees and services. The company's robust technology and global reach continue to attract a diverse customer base, with total accounts increasing by 32% year-over-year. Despite a challenging macroeconomic environment marked by mixed equity market performance and evolving interest rate policies, Interactive Brokers demonstrated operational efficiency. Non-interest expenses increased by 10%, a rate lower than revenue growth, leading to an improved pretax profit margin of 74% compared to 72% in the prior year. The company also announced a forthcoming four-for-one stock split and an increase in its quarterly dividend, signaling confidence in its ongoing financial strength and commitment to shareholder returns.

8-K

Interactive Brokers Group, Inc. 8-K Report, Shareholder Vote Results (Apr 23, 2025)

Apr 23, 2025

Interactive Brokers Group, Inc. (IBKR) filed an 8-K report on April 23, 2025, detailing the outcomes of its annual meeting of stockholders held on April 17, 2025. The primary focus of the filing is the voting results on key proposals, including the election of directors, ratification of the independent auditor, and an advisory vote on executive compensation. All proposals received overwhelming support from stockholders, indicating continued confidence in the company's leadership and governance. The company's operational and strategic direction is expected to remain consistent given these strong voting results. Specifically, all ten nominees for the Board of Directors were elected to serve until the 2026 annual meeting, with most receiving over 90% of the votes cast. Deloitte was ratified as the independent auditor for fiscal year 2025 with very high approval. The advisory vote on executive compensation also passed with significant support. These outcomes suggest a stable environment for Interactive Brokers Group, with clear endorsement of its current management and audit functions.

8-K

Interactive Brokers Group, Inc. 8-K Report, Financial Results (Apr 15, 2025)

Apr 15, 2025

Interactive Brokers Group, Inc. (IBKR) has filed an 8-K report on April 15, 2025, detailing two significant events. Firstly, the company released its financial results for the quarter ended March 31, 2025, via a press release (Exhibit 99.1). Investors should refer to this press release for specific performance metrics and financial condition updates, as the details of the results themselves are not provided in the 8-K filing content. Secondly, IBKR announced its intention to implement a four-for-one forward stock split, structured as a stock dividend. This move aims to make the company's stock more accessible to a broader investor base. The split is contingent upon shareholder approval to amend the company's charter to increase authorized shares. The record date for the split is set for June 16, 2025, with the distribution and commencement of trading on a split-adjusted basis expected in late June 2025.

10-K

Interactive Brokers Group, Inc. Annual Report (Amendment), Year Ended Dec 31, 2024

Mar 5, 2025

Interactive Brokers Group, Inc.'s (IBKR) 2024 10-K filing, amended on March 4, 2025, covers the fiscal year ending December 30, 2024. As an electronic trading platform, IBKR's performance is closely tied to market activity and trading volumes. Investors should pay close attention to metrics like customer equity, daily average revenue trades (DARTs), and net interest margin, which are key drivers of revenue and profitability. The company's continued focus on technology and global expansion likely remains a strategic priority, influencing its operational efficiency and market reach.

10-K

Interactive Brokers Group, Inc. Annual Report, Year Ended Dec 31, 2024

Feb 27, 2025

Interactive Brokers Group, Inc. (IBKR) reported a strong financial performance for the year ended December 31, 2024, driven by robust trading volumes across key asset classes, particularly options and equities. The company saw a significant increase in total net revenues to $5.185 billion, a 19% rise from the previous year, bolstered by a 25% increase in commissions and a 13% rise in net interest income. This growth was supported by favorable market conditions, including rising equity markets and moderating inflation, which led central banks to cut interest rates. Despite a slight decline in market volatility, IBKR's operational efficiency, technological prowess, and low-cost structure continue to be key differentiators. The company maintained its commitment to technological innovation, enhancing its diverse trading platforms and offerings, including AI-powered tools and sustainable investing options. IBKR's customer base expanded significantly, with total accounts growing by 30% year-over-year, reflecting strong customer acquisition, especially from international markets. The company's financial health remains strong, with substantial excess regulatory capital and a focus on operational efficiency and risk management, positioning it well for continued growth in the evolving electronic brokerage landscape.

8-K

Interactive Brokers Group, Inc. 8-K Report, Financial Results (Jan 21, 2025)

Jan 21, 2025

Interactive Brokers Group, Inc. (IBKR) has filed an 8-K report on January 21, 2025, to announce its financial results for the quarter ended December 31, 2024. The key information for investors is contained within the press release, furnished as Exhibit 99.1, which details the company's performance during the fourth quarter of 2024. While the 8-K itself is a notification of this release, the press release will provide the actual financial metrics and operational updates. Investors should refer to the furnished press release for specific details regarding revenue, earnings per share, trading volumes, customer growth, and any forward-looking statements or management commentary. This filing serves as the official notification that these results have been made public, allowing market participants to access and analyze the company's latest financial condition and operational performance.

10-Q

Interactive Brokers Group, Inc. Quarterly Report for Q3 Ended Sep 30, 2024

Nov 7, 2024

Interactive Brokers Group, Inc. (IBKR) reported a strong third quarter of 2024, with total net revenues increasing by 19% year-over-year to $1.37 billion, driven by robust growth in commissions and net interest income. This growth was fueled by a significant increase in customer trading volumes across options, stocks, and futures, as well as higher customer margin loans and credit balances. The company demonstrated solid profitability, with income before income taxes rising 8% to $909 million. Despite an increase in general and administrative expenses, largely due to legal and regulatory matters, IBKR maintained healthy profit margins. The company's liquidity position remains strong, with total assets growing to $148.5 billion, and a significant portion of these assets being highly liquid. IBKR also highlighted continued growth in customer accounts and equity, underscoring the platform's appeal to a global client base.

8-K

Interactive Brokers Group, Inc. 8-K/A Report, Financial Results (Oct 21, 2024)

Oct 21, 2024

Interactive Brokers Group, Inc. (IBKR) has filed an 8-K/A amendment to its previous filing, revising its financial results for the quarter ended September 30, 2024. The primary driver for this revision is an agreement in principle to settle certain disputes, which adds $78 million to general and administrative expenses for the quarter. This settlement impacts reported figures, notably reducing net income available for common stockholders to $184 million and diluted earnings per share to $1.67. Despite the settlement's impact, the company's underlying operational performance appears robust. Total net revenues increased to $1,365 million for the quarter, driven by strong commission and net interest income. Total equity remains substantial at $16.0 billion. Investors should note that the revised statements replace those issued on October 15, 2024, and should be relied upon for accurate financial assessment.

8-K

Interactive Brokers Group, Inc. 8-K Report, Financial Results (Oct 15, 2024)

Oct 15, 2024

Interactive Brokers Group, Inc. (IBKR) filed an 8-K on October 15, 2024, to announce its financial results for the quarter ended September 30, 2024. The press release detailing these results is furnished as Exhibit 99.1 to the filing. This report provides investors with key financial performance indicators for the most recent fiscal quarter. While the 8-K itself does not contain the detailed financial figures, it directs investors to the accompanying press release for comprehensive information. Investors should refer to Exhibit 99.1 for specifics on revenue, earnings, trading volumes, client growth, and any other operational metrics disclosed by the company. The filing is an official notification of the release of these important quarterly results.

10-Q

Interactive Brokers Group, Inc. Quarterly Report for Q2 Ended Jun 30, 2024

Aug 5, 2024

Interactive Brokers Group, Inc. reported robust financial performance for the quarter ending June 29, 2024, demonstrating significant year-over-year growth across key metrics. Total net revenues increased by 23% to $1.23 billion, driven by a strong surge in commissions and net interest income. Commissions rose by 26% to $406 million, reflecting higher customer trading volumes in options, futures, and stocks. Net interest income saw a substantial 14% increase to $792 million, benefiting from higher benchmark interest rates, increased customer margin loans, and a growth in customer credit balances. The company's operational efficiency remained a strong point, with non-interest expenses growing only 1% to $350 million, leading to an improved pretax profit margin of 72% compared to 65% in the prior year. Diluted earnings per share (EPS) climbed to $1.65 from $1.20 year-over-year. The balance sheet remains strong, with total equity increasing to $15.2 billion. The company's liquidity position is solid, with cash and cash equivalents totaling $3.9 billion and total assets reaching $136.6 billion, with 99% considered liquid.

8-K

Interactive Brokers Group, Inc. 8-K Report, Corporate Update (Jul 25, 2024)

Jul 25, 2024

Interactive Brokers Group, Inc. (IBKR) has filed an 8-K report detailing the sale of 333,000 shares of its common stock. This offering is being made under a shelf registration statement (Form S-3) filed in July 2023, utilizing a prospectus supplement filed on July 25, 2024. This action indicates the company is utilizing its existing registration to access capital or facilitate stock distributions, which is a standard financial management practice for publicly traded companies. Investors should note that this event is primarily a capital markets transaction rather than a reflection of immediate operational changes or financial performance results, which are typically disclosed in other SEC filings like 10-Q or 10-K. The filing also includes an opinion letter from Dechert LLP, confirming the validity of the shares being offered, reinforcing the legitimacy of the issuance.

8-K

Interactive Brokers Group, Inc. 8-K Report, Financial Results (Jul 16, 2024)

Jul 16, 2024

Interactive Brokers Group, Inc. (IBKR) has filed a Current Report (8-K) on July 16, 2024, primarily to furnish its press release containing financial results for the quarter ended June 30, 2024. This filing is crucial for investors seeking the latest operational and financial performance data from the company. The press release, attached as Exhibit 99.1, is the core of this report, providing details on the company's performance during the second quarter of 2024. While the 8-K itself does not contain detailed financial figures, it serves as the official channel to disseminate the official earnings announcement. Investors are advised to review the furnished press release for specific metrics such as revenue, earnings per share, customer accounts, and any management commentary on business drivers and outlook. The filing also includes standard XBRL data for enhanced analysis.

10-Q

Interactive Brokers Group, Inc. Quarterly Report for Q1 Ended Mar 31, 2024

May 6, 2024

Interactive Brokers Group, Inc. (IBKR) reported solid financial results for the first quarter of 2024, demonstrating robust revenue growth and a significant increase in net income available for common stockholders. Total net revenues rose by 14% year-over-year to $1.203 billion, driven primarily by a strong performance in net interest income, which surged by 17% due to higher benchmark interest rates and increased customer margin loans and credit balances. Commissions also saw a healthy 6% increase, reflecting higher options trading volumes. The company's operational efficiency remains a key strength, with non-interest expenses growing at a similar pace to net revenues, resulting in a stable pretax profit margin of 72%. Diluted earnings per share (EPS) improved to $1.61 from $1.42 in the prior year, underscoring the company's profitability. IBKR ended the quarter with a strong liquidity position and an increased total equity of $14.7 billion, signaling financial resilience and capacity for future growth. Investors can look forward to the increased quarterly dividend to $0.25 per share, reflecting management's confidence.

8-K

Interactive Brokers Group, Inc. 8-K Report, Shareholder Vote Results (Apr 23, 2024)

Apr 23, 2024

Interactive Brokers Group, Inc. (IBKR) held its annual meeting of stockholders on April 18, 2024, where shareholders voted on key corporate governance matters. The primary outcomes of the meeting were the election of nine directors to the Board of Directors for one-year terms and the ratification of Deloitte as the company's independent registered public accounting firm for the fiscal year ending December 31, 2024. Both of these proposals received overwhelming support from the voting shareholders, indicating strong confidence in the current leadership and audit oversight. Additionally, the company held an advisory vote on the frequency of future executive compensation votes. The results show a strong preference for an annual advisory vote on executive compensation. This filing provides transparency on the voting outcomes for these important shareholder decisions and reinforces the stability of the company's governance structure.

8-K

Interactive Brokers Group, Inc. 8-K Report, Financial Results (Apr 16, 2024)

Apr 16, 2024

Interactive Brokers Group, Inc. (IBKR) filed an 8-K on April 16, 2024, to report its financial results for the quarter ended March 31, 2024. The core of this filing is the press release furnished as Exhibit 99.1, which contains the detailed financial performance for the period. Investors should review this press release for key metrics such as revenue, earnings per share, customer accounts, and trading volumes, as these will provide the most current snapshot of the company's operational and financial health. While the 8-K itself is a notification of the press release, it signifies that the company has publicly disclosed its quarterly financial performance. The information is furnished, not filed, meaning it doesn't carry the same legal implications under Section 18 of the Exchange Act of 1934 as a formal filing, but it is crucial for understanding the company's recent achievements and potential future trajectory. Investors are encouraged to consult the referenced press release for in-depth financial data.

10-K

Interactive Brokers Group, Inc. Annual Report, Year Ended Dec 31, 2023

Feb 27, 2024

Interactive Brokers Group, Inc. (IBKR) reported robust financial results for the fiscal year ended December 31, 2023. The company experienced significant growth in total net revenues, driven primarily by a substantial increase in net interest income, benefiting from higher benchmark interest rates. IBKR's core business as an automated global electronic broker continues to perform strongly, evidenced by growth in commission revenue from options and futures volumes, alongside an increase in customer accounts and equity. The company's technological prowess, proprietary trading platforms, and commitment to low costs remain key differentiators in a competitive landscape. Despite a decrease in stock trading volumes, overall performance indicates resilience and strategic growth, particularly in leveraging higher interest rates to boost net interest income.

8-K

Interactive Brokers Group, Inc. 8-K Report, Financial Results (Jan 16, 2024)

Jan 16, 2024

Interactive Brokers Group, Inc. (IBKR) filed an 8-K on January 16, 2024, primarily to furnish a press release detailing its financial results for the quarter ended December 31, 2023. While the 8-K itself does not contain the specific financial figures, it directs investors to the accompanying press release (Exhibit 99.1) for these crucial details. Investors should review this press release for information regarding the company's performance in the fourth quarter of 2023, including key metrics such as revenue, earnings per share, client growth, and trading volumes. The filing emphasizes that the information furnished in the press release is not considered 'filed' for the purposes of Section 18 of the Securities Exchange Act of 1934, nor will it be incorporated by reference into other SEC filings unless specifically stated. This is standard disclosure practice for earnings press releases furnished under Item 2.02. Therefore, the substance of IBKR's fourth-quarter 2023 financial performance and any forward-looking statements or guidance will be found within the referenced press release.

8-K

Interactive Brokers Group, Inc. 8-K Report, Executive Changes (Jan 2, 2024)

Jan 2, 2024

Interactive Brokers Group, Inc. (IBKR) has filed a Form 8-K to announce a significant addition to its Board of Directors. Effective January 1, 2024, the company appointed Mr. Richard Repetto as an independent director. Mr. Repetto brings over 25 years of valuable experience as a research analyst specializing in electronic trading and financial technology, with a distinguished career marked by numerous industry accolades, including "Analyst of the Year" awards from the Financial Times. This appointment is noteworthy as Mr. Repetto's deep expertise in the company's core markets is expected to provide valuable strategic insights. The filing confirms his independence under Nasdaq and SEC rules, and he will receive standard compensation for non-employee directors. The press release regarding this appointment is included as an exhibit to the filing, providing further details for interested investors.

10-Q

Interactive Brokers Group, Inc. Quarterly Report for Q3 Ended Sep 30, 2023

Nov 6, 2023

Interactive Brokers Group, Inc. (IBKR) reported strong financial results for the third quarter and the first nine months of 2023. Net revenues surged by 45% year-over-year for the quarter, reaching $1.145 billion, driven primarily by a significant increase in net interest income due to higher benchmark interest rates and customer credit balances. Diluted earnings per share also saw a substantial improvement, rising to $1.56 from $0.97 in the prior-year quarter. The company's operational efficiency remained robust, with non-interest expenses as a percentage of net revenues decreasing to 27% from 34% year-over-year. This improved profitability, coupled with solid customer growth and expanding customer equity, indicates a positive financial trajectory for IBKR. The company's strong capital position and regulatory compliance further underscore its stability and operational soundness.

8-K

Interactive Brokers Group, Inc. 8-K Report, Financial Results (Oct 17, 2023)

Oct 17, 2023

Interactive Brokers Group, Inc. (IBKR) filed an 8-K on October 17, 2023, to furnish its press release containing financial results for the third quarter ended September 30, 2023. While the 8-K itself does not contain the detailed financial figures, it directs investors to the furnished press release (Exhibit 99.1) for the specific results. This filing serves as notification that the company has publicly disclosed its Q3 2023 performance. Investors should refer to the press release, which is incorporated by reference, for comprehensive details on IBKR's financial condition and results of operations for the quarter. This includes key metrics such as revenue, earnings per share, client accounts, and trading volumes. The company's practice of furnishing this information rather than filing it under Section 18 of the Securities Exchange Act of 1934 means it is not subject to the same level of liability for misstatements or omissions.

10-Q

Interactive Brokers Group, Inc. Quarterly Report for Q2 Ended Jun 30, 2023

Aug 8, 2023

Interactive Brokers Group, Inc. reported strong financial results for the quarter and six months ended June 30, 2023, driven by a significant increase in net interest income due to rising interest rates and higher customer credit balances. Total net revenues for the quarter rose 52% year-over-year to $1.0 billion, while net income available to common stockholders increased to $125 million from $72 million in the prior year period. The company's operational performance was robust, with diluted earnings per share of $1.20 for the quarter, up from $0.72 in the prior year. While commission revenue remained stable, other revenue streams, particularly net interest income, demonstrated substantial growth. The company also highlighted its robust capital position and strong regulatory compliance across its global subsidiaries, underscoring its financial stability and operational integrity.

8-K

Interactive Brokers Group, Inc. 8-K Report, Corporate Update (Jul 27, 2023)

Jul 27, 2023

Interactive Brokers Group, Inc. (IBKR) has filed a Current Report on Form 8-K to disclose the filing of a Prospectus Supplement with the SEC on July 27, 2023. This supplement relates to the takedown of 2,632,748 shares of the Company's common stock from its shelf registration statement on Form S-3, which was filed on July 26, 2023. This action indicates that Interactive Brokers is actively managing its capital structure and potentially preparing for the issuance of new shares or offering existing shares to the market.

8-K

Interactive Brokers Group, Inc. 8-K Report, Corporate Update (Jul 26, 2023)

Jul 26, 2023

Interactive Brokers Group, Inc. (IBKR) announced on July 26, 2023, the filing of a Prospectus Supplement related to its shelf Registration Statement on Form S-3. This filing aims to register 630,000 shares of the Company's common stock. This action is a standard procedural step for companies intending to offer additional shares to the public, providing flexibility for future capital-raising activities.

8-K

Interactive Brokers Group, Inc. 8-K Report, Financial Results (Jul 18, 2023)

Jul 18, 2023

Interactive Brokers Group, Inc. (IBKR) has filed a Current Report (8-K) on July 18, 2023, primarily to announce its financial results for the second quarter ended June 30, 2023, via a press release furnished as Exhibit 99.1. While the report itself is brief, containing only the announcement of the press release and exhibit details, the key information for investors lies within that attached press release, which details the company's performance during the quarter. Investors should carefully review the press release (Exhibit 99.1) for specific financial metrics, including revenue, earnings per share, customer growth, and any management commentary on the operational performance and outlook. The filing signifies the official disclosure of these Q2 2023 results, providing essential data for evaluating IBKR's financial health and strategic progress.

10-Q

Interactive Brokers Group, Inc. Quarterly Report for Q1 Ended Mar 31, 2023

May 8, 2023

Interactive Brokers Group, Inc. (IBKR) reported strong financial results for the first quarter of 2023, driven by a significant increase in net interest income due to higher benchmark interest rates and an increase in customer credit balances. Total net revenues surged by 64% year-over-year to $1.06 billion, with income before income taxes also rising substantially to $761 million. Diluted earnings per share more than doubled to $1.42 from $0.74 in the prior-year period. The company's commission revenue saw a modest 2% increase, supported by higher volumes in futures and options, though tempered by a decline in stock trading volumes. The robust growth in net interest income, which more than doubled, highlights the company's ability to capitalize on prevailing interest rate environments. IBKR's strong capital position and efficient operations, as evidenced by a 72% pretax profit margin, position it well for continued performance in dynamic market conditions.

8-K

Interactive Brokers Group, Inc. 8-K Report, Shareholder Vote Results (Apr 26, 2023)

Apr 26, 2023

Interactive Brokers Group, Inc. (IBKR) held its annual stockholder meeting on April 20, 2023, where several key proposals were voted upon. All incumbent directors were re-elected with substantial support, indicating shareholder confidence in the current board leadership. The appointment of Deloitte & Touche LLP as the independent auditor for fiscal year 2023 was also ratified with overwhelming approval. Furthermore, shareholders provided advisory approval for executive compensation and voted in favor of conducting future advisory votes on executive compensation annually. A significant proposal to amend the 2007 Stock Incentive Plan to increase the authorized shares was also approved, which is a crucial step for the company's future equity-based compensation and employee retention strategies.

8-K

Interactive Brokers Group, Inc. 8-K Report, Financial Results (Apr 18, 2023)

Apr 18, 2023

Interactive Brokers Group, Inc. (IBKR) filed an 8-K on April 18, 2023, to report its financial results for the first quarter ended March 31, 2023. The key information for investors is contained within the press release furnished as Exhibit 99.1. While the 8-K itself is brief and primarily serves to attach the press release, the press release details the company's financial performance, operational metrics, and any forward-looking statements or guidance provided by management. Investors should carefully review the furnished press release to understand IBKR's profitability, revenue drivers, client asset growth, and any strategic updates. This filing marks the official dissemination of the company's quarterly performance, offering insights into its business momentum and outlook within the current market environment. It's important to note that information furnished in this manner is not considered "filed" for regulatory purposes like Section 18 of the Exchange Act, meaning it's primarily for informational disclosure.

10-K

Interactive Brokers Group, Inc. Annual Report, Year Ended Dec 31, 2022

Feb 24, 2023

Interactive Brokers Group, Inc. (IBKR) reported strong performance in 2022, driven by a significant increase in net interest income due to rising interest rates. Total net revenues grew by 13% to $3.07 billion, while diluted earnings per share rose to $3.75. The company's robust technology platform and diverse customer base across 200+ countries contributed to its operational efficiency and ability to attract sophisticated investors. Despite a general market downturn and a decrease in stock trading volumes, IBKR demonstrated resilience through higher volumes in futures and options, benefiting from increased market volatility. Key financial highlights include a 45% increase in net interest income to $1.67 billion, underscoring the positive impact of higher benchmark interest rates on the company's earnings from customer cash balances and margin lending. While commission revenue saw a slight decline of 2% due to lower stock trading volumes, this was partially offset by growth in other areas. IBKR continues to leverage its proprietary technology and low-cost structure as key competitive advantages in the dynamic financial services landscape.

8-K

Interactive Brokers Group, Inc. 8-K Report, Corporate Update (Feb 2, 2023)

Feb 2, 2023

Interactive Brokers Group, Inc. (IBKR) announced that its founder and Chairman, Mr. Thomas Peterffy, has adopted a Rule 10b5-1 trading plan to sell personally held shares of the company's Class A common stock. This plan is part of Mr. Peterffy's long-term strategy for personal investment purposes, including tax planning, asset diversification, and liquidity needs. Under this plan, Mr. Peterffy intends to sell up to 20,000 shares daily at prevailing market prices, with no control over the timing of these sales. The selling period will continue until July 29, 2023, or until all shares are sold, whichever comes first. Investors should note that these transactions are individual share sales by a significant insider and are being conducted under a pre-arranged plan designed to comply with securities regulations. All transactions will be reported to the SEC as required.

8-K

Interactive Brokers Group, Inc. 8-K Report, Financial Results (Jan 17, 2023)

Jan 17, 2023

Interactive Brokers Group, Inc. (IBKR) has filed an 8-K report on January 17, 2023, primarily to announce its fourth quarter and full-year 2022 financial results via a press release. While the 8-K itself does not contain the detailed financial figures, it directs investors to the furnished press release (Exhibit 99.1) for this crucial information. This filing is standard procedure for publicly traded companies to disseminate timely financial performance updates.

10-Q

Interactive Brokers Group, Inc. Quarterly Report for Q3 Ended Sep 30, 2022

Nov 8, 2022

Interactive Brokers Group, Inc. (IBKR) reported solid financial results for the third quarter and first nine months of 2022, driven primarily by increased net interest income due to rising benchmark interest rates. Despite a decrease in stock trading volumes compared to the prior year's elevated levels, the company saw growth in options and futures trading. The company maintained strong profitability with a high pre-tax profit margin, even as it expanded its employee base and global operations. Key financial movements include a significant increase in net revenues, largely fueled by a 73% rise in net interest income year-over-year for the quarter. While commissions saw a modest increase, other fees and services declined slightly. The company's balance sheet remains highly liquid, with total assets increasing to $114.7 billion. Management remains confident in the company's liquidity and capital resources to meet future needs, supported by strong regulatory capital compliance across its subsidiaries.

8-K

Interactive Brokers Group, Inc. 8-K Report, Financial Results (Oct 18, 2022)

Oct 18, 2022

Interactive Brokers Group, Inc. (IBKR) filed an 8-K on October 18, 2022, primarily to furnish its press release announcing third-quarter financial results for the period ended September 30, 2022. While the 8-K itself does not contain the detailed financial figures, it directs investors to the attached press release (Exhibit 99.1) for the comprehensive results. This is a standard procedure for companies to disclose material financial information in a timely manner as required by the SEC. Investors should refer to the furnished press release for specific metrics such as revenue, earnings per share, trading volumes, client numbers, and any management commentary regarding performance drivers and outlook. The filing indicates that the detailed financial information is available and has been officially released, allowing stakeholders to assess the company's performance against expectations and industry trends for the third quarter of 2022.

10-Q

Interactive Brokers Group, Inc. Quarterly Report for Q2 Ended Jun 30, 2022

Aug 9, 2022

Interactive Brokers Group, Inc. (IBKR) reported its second-quarter 2022 financial results, showing a decrease in net revenues to $656 million from $754 million in the prior-year quarter, largely due to lower other income, partially offset by an increase in net interest income. Diluted earnings per share (EPS) were $0.72 for the quarter, down from $1.00 in the prior year. Despite the revenue decline, the company maintained strong profitability with a pretax profit margin of 60%. The company highlighted growth in commission revenue, driven by increased customer options and futures trading volume, though this was tempered by a significant decrease in stock trading volume. Net interest income saw a substantial increase of 27% due to rising benchmark interest rates and an increase in customer balances, reflecting a more favorable interest rate environment. However, other income experienced a significant drop, primarily due to the non-recurrence of a substantial gain from a strategic investment in the prior year and negative impacts from the company's currency diversification strategy.

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Interactive Brokers Group, Inc. 8-K Report, Corporate Update (Aug 2, 2022)

Aug 2, 2022

Interactive Brokers Group, Inc. (IBKR) filed an 8-K on August 1, 2022, to disclose a significant trading plan adopted by its founder and Chairman, Thomas Peterffy. Mr. Peterffy has initiated a Rule 10b5-1 trading plan to sell up to 1,000,000 shares of the Company's Class A common stock. These shares are derived from a partial redemption of his interests in IBG Holdings LLC, along with other personally held shares. The plan is part of Mr. Peterffy's personal long-term strategy for tax purposes, asset diversification, and liquidity. Sales will occur at prevailing market prices, with up to 20,000 shares sold per day, and will continue until January 28, 2023, or until all shares are sold. Mr. Peterffy will not have control over the timing of these sales, and all transactions will be disclosed in accordance with SEC regulations.

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Interactive Brokers Group, Inc. 8-K Report, Corporate Update (Aug 1, 2022)

Aug 1, 2022

Interactive Brokers Group, Inc. (IBKR) filed an 8-K on August 1, 2022, primarily to disclose the issuance of common stock and provide supporting legal documentation. On July 30, 2022, the company completed a takedown of 3,271,390 shares of its common stock under a shelf registration statement filed in July 2020. This filing is a procedural step, including the filing of a legal opinion letter from Dechert LLP, confirming the validity of these issued shares, as an exhibit to the report. For investors, this indicates a standard capital markets activity and no new material financial performance information is presented in this specific filing.

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Interactive Brokers Group, Inc. 8-K Report, Financial Results (Jul 19, 2022)

Jul 19, 2022

Interactive Brokers Group, Inc. (IBKR) filed an 8-K on July 19, 2022, to announce its financial results for the second quarter ended June 30, 2022. The report primarily consists of a furnished press release detailing these results. Investors should note that information furnished in this report, including the press release, is not considered "filed" under Section 18 of the Securities Exchange Act of 1934, meaning it does not carry the same legal implications as formally filed information and is not automatically incorporated into other SEC filings unless explicitly referenced. While the 8-K itself does not contain the detailed financial metrics, it directs investors to the press release (Exhibit 99.1) for the comprehensive second-quarter performance. The filing's purpose is to make these results publicly available in compliance with regulatory requirements, allowing stakeholders to assess the company's operational and financial condition during the period. Investors seeking specific financial data, such as revenue, earnings per share, client accounts, or trading volumes for Q2 2022, will need to refer to the accompanying press release.

10-Q

Interactive Brokers Group, Inc. Quarterly Report for Q1 Ended Mar 31, 2022

May 9, 2022

Interactive Brokers Group, Inc. (IBKR) reported its first quarter 2022 results, showing a decrease in net revenues and net income compared to the prior year. Net revenues declined 28% to $645 million, primarily due to lower commission revenue, a decrease in other income, and a reduction in net interest income. This was driven by a slowdown in customer trading volumes, particularly in stocks, though offset partly by higher options and futures volumes. The company also experienced a loss in other income, largely due to the non-recurrence of a gain from an investment in Tiger Brokers and a mark-to-market loss on its U.S. government securities portfolio. Despite the revenue and net income decrease, Interactive Brokers maintained a strong financial position with total equity at $10.5 billion and significant liquidity. The company's operational efficiency is highlighted by its continued focus on automation, allowing it to manage a growing workforce with controlled non-interest expenses. While the current market environment presents challenges, the company's diversified global operations and robust technological platform position it to navigate these conditions.

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Interactive Brokers Group, Inc. 8-K Report, Shareholder Vote Results (Apr 27, 2022)

Apr 27, 2022

Interactive Brokers Group, Inc. (IBKR) filed an 8-K on April 27, 2022, detailing the outcomes of its annual stockholder meeting held on April 21, 2022. The primary focus of this filing is the voting results on key corporate governance matters. Investors can take comfort in the overwhelming approval received for both the election of directors and the ratification of Deloitte & Touche LLP as the independent auditor for the upcoming fiscal year. The results indicate strong shareholder confidence in the current board's leadership, with all director nominees receiving substantial support. Similarly, the reappointment of Deloitte & Touche LLP underscores continuity and established relationships in financial oversight. This filing provides a clear picture of shareholder endorsement for the company's strategic direction and governance structure.

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Interactive Brokers Group, Inc. 8-K Report, Financial Results (Apr 19, 2022)

Apr 19, 2022

Interactive Brokers Group, Inc. (IBKR) filed an 8-K on April 19, 2022, to report its financial results for the first quarter ended March 31, 2022. The company issued a press release on the same date, which is furnished as part of this filing. This report primarily serves to provide investors with access to the Q1 2022 earnings information. Investors should refer to the furnished press release (Exhibit 99.1) for the detailed financial performance and operational updates for the quarter. The information contained within this 8-K, specifically the press release, will offer insights into key performance metrics such as revenue, earnings per share, client assets, and trading volumes. While the 8-K itself is brief, it directs stakeholders to the comprehensive earnings announcement, which is crucial for understanding IBKR's financial health and strategic direction during the first quarter of 2022.

10-K

Interactive Brokers Group, Inc. Annual Report, Year Ended Dec 31, 2021

Feb 25, 2022

Interactive Brokers Group, Inc. (IBKR) reported strong performance for the fiscal year ending December 31, 2021. The company saw a significant increase in net revenues, driven primarily by higher commission revenues stemming from increased customer trading volumes in stocks and options. Net interest income also showed substantial growth due to robust securities lending activity and higher margin loan balances, despite a decrease in benchmark interest rates. IBKR's technology-driven platform, offering low costs and efficient trade execution across a wide range of global markets and asset classes, continues to attract a diverse customer base, with a significant portion of new accounts coming from outside the U.S. The company's robust operational controls, proprietary technology, and focus on automation contribute to its competitive advantage and cost efficiency. While facing a competitive landscape and evolving regulatory environment, IBKR demonstrated strong profitability and managed its risks effectively. The company also highlighted its ongoing commitment to expanding its ESG offerings and maintaining strong regulatory capital positions.

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Interactive Brokers Group, Inc. 8-K Report, Financial Results (Jan 18, 2022)

Jan 18, 2022

Interactive Brokers Group, Inc. (IBKR) filed an 8-K on January 18, 2022, to report its financial results for the fourth quarter ended December 31, 2021. The report primarily consists of a press release (Exhibit 99.1) containing these results. While the 8-K doesn't provide detailed financial figures within the filing itself, it directs investors to the furnished press release for a comprehensive overview of the company's operational and financial performance during the period. Investors should refer to the press release attached as Exhibit 99.1 for the specific financial metrics, including revenue, earnings per share, and any segment performance. The furnishing of this information under Item 2.02 signifies that the company has officially announced its quarterly results, which are crucial for understanding the company's current financial health and recent operational trends. The filing also notes that the furnished information is not deemed "filed" for Section 18 purposes, a standard disclosure to limit liability.

10-Q

Interactive Brokers Group, Inc. Quarterly Report for Q3 Ended Sep 30, 2021

Nov 9, 2021

Interactive Brokers Group, Inc. (IBKR) reported its third-quarter 2021 financial results, showing a decrease in net revenues to $464 million from $548 million in the prior-year quarter, largely due to a significant drop in 'Other Income' driven by mark-to-market losses on its investment in Tiger Brokers and a less favorable currency diversification strategy. Despite the revenue decline, the company demonstrated resilience and growth in core operational areas. Commissions increased by 11% to $311 million due to higher customer trading volumes in stocks and options, while net interest income saw a substantial 41% rise to $274 million, fueled by increased margin loan balances and strong securities lending activity. The company's robust customer growth, with total accounts up 57% year-over-year, and a significant increase in customer equity further underscore its operational strength. Management highlighted continued investment in technology infrastructure and customer service, positioning IBKR for future growth.

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Interactive Brokers Group, Inc. 8-K Report, Financial Results (Oct 19, 2021)

Oct 19, 2021

Interactive Brokers Group, Inc. (IBKR) filed an 8-K on October 19, 2021, to report its financial results for the third quarter ended September 30, 2021. The press release detailing these results, furnished as Exhibit 99.1, is the primary focus of this filing. Investors should refer to this press release for comprehensive details on the company's performance during the quarter, including key financial metrics, operational achievements, and forward-looking statements. The filing itself is routine, primarily serving as a vehicle to make the Q3 earnings announcement publicly available through the SEC's reporting system.

10-Q

Interactive Brokers Group, Inc. Quarterly Report for Q2 Ended Jun 30, 2021

Aug 9, 2021

Interactive Brokers Group, Inc. (IBKR) reported strong financial results for the second quarter and the first half of 2021, driven by increased customer trading activity and a significant rise in customer equity. Net revenues saw a substantial increase year-over-year, bolstered by higher commissions and robust net interest income. The company benefited from expanded customer accounts and trading volumes, particularly in stocks and options, amidst a volatile but active market environment. Despite low benchmark interest rates impacting net interest margin, increased average margin loan balances and strong securities lending performance contributed positively. Management highlighted the company's resilience and technological infrastructure in handling market volatility. The company continues to focus on its automated platform and global market access to attract and retain a diverse customer base. While facing some headwinds from low interest rates, IBKR demonstrated a strong ability to generate profitability and grow its business, supported by strategic investments and a robust operational framework.