Annual ROE
23.51%1.29%+5.81%
Summary
- Current Value
- As of today, IBKR annual ROE is 23.51%, up +5.81% on
- Historical Performance
- IBKR annual ROE is up +39.36% over the past 3 years, up +68.89% over the past 5 years
- All-Time High Comparison
- IBKR annual ROE is currently -60.11% below its historical high of 58.93% set on
- 3-Year Low Comparison
- IBKR annual ROE is +39.36% above its 3-year low of 16.87% reached on an earlier date
- Sector Comparison
- IBKR annual ROE is higher than 89.42% of companies in Financial Services sector
ROE Chart
Add series to chart1/6
Series
SUGGESTED SERIES
Performance
| Metric | Date | Value | 1Y | 3Y | 5Y | 15Y |
|---|---|---|---|---|---|---|
| Annual ROE | 23.51% | +5.8% | +39.4% | +68.9% | +281.7% | |
| Quarterly ROE | 23.54% | +5.8% | +37.6% | +67.3% | +301.7% | |
| Price | $65.47 | +48.9% | +233.1% | +233.8% | +1559.6% | |
| PE Ratio | 29.55 | +16.3% | +40.4% | -9.8% | – | |
| Annual Revenue | $10.43B | +11.0% | +149.2% | +317.4% | +950.6% | |
| Annual Net Income | $4.36B | +27.9% | +136.5% | +269.6% | +1453.8% | |
| Annual Shareholders Equity | $5.36B | +25.3% | +88.3% | +174.9% | +999.4% | |
| Annual ROA | 2.47% | +0.8% | +50.6% | +75.2% | +139.8% |
ROE Highs
| Period | High | Date | Current |
|---|---|---|---|
| 3Y | 23.51% | at high | |
| 5Y | 23.51% | at high | |
| All | 58.93% | -60.1% |
ROE Lows
| Period | Low | Date | Current |
|---|---|---|---|
| 3Y | 16.87% | N/A | +39.4% |
| 5Y | 13.92% | N/A | +68.9% |
| All | 6.16% | +281.7% |
ROE History
FAQ
What is the current annual ROE of IBKR?
As of today, IBKR annual ROE is 23.51%
What is 1-year change in IBKR annual ROE?
IBKR annual ROE is up +5.81% year-over-year
What is 3-year change in IBKR annual ROE?
IBKR annual ROE is up +39.36% over the past 3 years
How far is IBKR annual ROE from its all-time high?
IBKR annual ROE is currently -60.11% below its historical high of 58.93% set on December 31, 2006
How does IBKR annual ROE rank versus sector peers?
IBKR annual ROE is higher than 89.42% of companies in Financial Services sector
When is IBKR next annual earnings release?
As of today, the next annual earnings release for IBKR has not been scheduled
Quarterly ROE
23.54%0.12%+0.51%
Summary
- Current Value
- As of today, IBKR quarterly ROE is 23.54%, up +0.51% on
- Historical Performance
- IBKR quarterly ROE is up +5.75% year-over-year, up +37.58% over the past 3 years
- All-Time High Comparison
- IBKR quarterly ROE is currently -33.07% below its historical high of 35.17% set on
- 3-Year Low Comparison
- IBKR quarterly ROE is +37.58% above its 3-year low of 17.11% reached on an earlier date
- Sector Comparison
- IBKR quarterly ROE is higher than 88.14% of companies in Financial Services sector
Performance
| Metric | Date | Value | 3M | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|---|
| Quarterly ROE | 23.54% | +0.5% | +5.8% | +37.6% | +67.3% | |
| Annual ROE | 23.51% | – | +5.8% | +39.4% | +68.9% | |
| Price | $65.47 | +1.9% | +48.9% | +233.1% | +233.8% | |
| PE Ratio | 29.55 | -4.5% | +16.3% | +40.4% | -9.8% | |
| Quarterly Revenue | $2.77B | -0.5% | +12.6% | +83.5% | +315.6% | |
| Quarterly Net Income | $1.20B | +1.3% | +23.9% | +89.7% | +216.1% | |
| Quarterly Shareholders Equity | $5.36B | +5.0% | +25.3% | +88.3% | +174.9% | |
| Quarterly ROA | 2.44% | -0.8% | -0.4% | +49.7% | +70.6% |
Quarterly ROE Highs
| Period | High | Date | Current |
|---|---|---|---|
| 1Y | 23.54% | at high | |
| 3Y | 23.54% | at high | |
| 5Y | 23.54% | at high | |
| All | 35.17% | -33.1% |
Quarterly ROE Lows
| Period | Low | Date | Current |
|---|---|---|---|
| 1Y | 22.26% | N/A | +5.8% |
| 3Y | 17.11% | N/A | +37.6% |
| 5Y | 12.39% | +90.0% | |
| All | 2.87% | +720.2% |
Quarterly ROE History
FAQ
What is the current quarterly ROE of IBKR?
As of today, IBKR quarterly ROE is 23.54%
What is IBKR quarterly ROE most recent change?
IBKR quarterly ROE was up +0.51% on December 31, 2025
What is 1-year change in IBKR quarterly ROE?
IBKR quarterly ROE is up +5.75% year-over-year
How far is IBKR quarterly ROE from its all-time high?
IBKR quarterly ROE is currently -33.07% below its historical high of 35.17% set on December 31, 2006
How does IBKR quarterly ROE rank versus sector peers?
IBKR quarterly ROE is higher than 88.14% of companies in Financial Services sector
When is IBKR next earnings release?
The next earnings release for IBKR is on
ROE Formula
ROE = Net Income
Shareholders Equity × 100%
Shareholders Equity × 100%
Data Sources & References
- IBKR Official Website www.interactivebrokers.com
- Most Recent Quarterly Report (10-Q) www.sec.gov/Archives/edgar/data/1381197/000119312526016540/0001193125-26-016540-index.htm
- Most Recent Annual Report (10-K) www.sec.gov/Archives/edgar/data/1381197/000119312526016540/0001193125-26-016540-index.htm
- IBKR Profile on Yahoo Finance finance.yahoo.com/quote/IBKR
- IBKR Profile on NASDAQ.com www.nasdaq.com/market-activity/stocks/ibkr