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 91.16% of companies in Financial Services sector
ROE Chart
SUGGESTED SERIES
Performance
| Metric | Date | Value | 1Y | 3Y | 5Y | 15Y |
|---|---|---|---|---|---|---|
| Annual ROE | 23.51% | +5.8% | +39.4% | +68.9% | +281.7% | |
| Quarterly ROE | 23.47% | +4.9% | +20.4% | +38.1% | +160.2% | |
| Price | $80.46 | +84.6% | +317.0% | +350.0% | +1734.9% | |
| PE Ratio | 34.67 | +44.1% | +98.6% | +43.8% | -86.2% | |
| 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 91.16% 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
23.47%0.07%-0.30%
Summary
- Current Value
- As of today, IBKR quarterly ROE is 23.47%, down -0.30% on
- Historical Performance
- IBKR quarterly ROE is up +4.92% year-over-year, up +20.42% over the past 3 years
- All-Time High Comparison
- IBKR quarterly ROE is currently -33.27% below its historical high of 35.17% set on
- 3-Year Low Comparison
- IBKR quarterly ROE is +20.42% above its 3-year low of 19.49% reached on an earlier date
- Sector Comparison
- IBKR quarterly ROE is higher than 90.47% of companies in Financial Services sector
Performance
| Metric | Date | Value | 3M | 1Y | 3Y | 5Y |
|---|---|---|---|---|---|---|
| Quarterly ROE | 23.47% | -0.3% | +4.9% | +20.4% | +38.1% | |
| Annual ROE | 23.51% | – | +5.8% | +39.4% | +68.9% | |
| Price | $80.46 | +7.5% | +84.6% | +317.0% | +350.0% | |
| PE Ratio | 34.67 | +2.6% | +44.1% | +98.6% | +43.8% | |
| Quarterly Revenue | $2.70B | -2.6% | +14.7% | +53.0% | +175.6% | |
| Quarterly Net Income | $1.17B | -2.5% | +21.5% | +67.3% | +99.8% | |
| Quarterly Shareholders Equity | $5.59B | +4.1% | +24.1% | +86.1% | +174.3% | |
| Quarterly ROA | 2.37% | -2.9% | -4.0% | +25.4% | +42.8% |
Quarterly ROE Highs
| Period | High | Date | Current |
|---|---|---|---|
| 1Y | 23.54% | -0.3% | |
| 3Y | 23.54% | -0.3% | |
| 5Y | 23.54% | -0.3% | |
| All | 35.17% | -33.3% |
Quarterly ROE Lows
| Period | Low | Date | Current |
|---|---|---|---|
| 1Y | 22.37% | N/A | +4.9% |
| 3Y | 19.49% | N/A | +20.4% |
| 5Y | 12.39% | +89.4% | |
| All | 2.87% | +717.8% |
Quarterly ROE History
FAQ
What is the current quarterly ROE of IBKR?
As of today, IBKR quarterly ROE is 23.47%
What is IBKR quarterly ROE most recent change?
IBKR quarterly ROE was down -0.30% on March 31, 2026
What is 1-year change in IBKR quarterly ROE?
IBKR quarterly ROE is up +4.92% year-over-year
How far is IBKR quarterly ROE from its all-time high?
IBKR quarterly ROE is currently -33.27% 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 90.47% 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 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