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 86.67% of companies in Financial Services sector

When is IBKR next annual earnings release?

The next annual earnings release for IBKR is on January 26, 2027

What is the current quarterly ROE of IBKR?

As of today, IBKR quarterly ROE is 23.70%

What is IBKR quarterly ROE most recent change?

IBKR quarterly ROE was down -1.25% on September 30, 2026

What is 1-year change in IBKR quarterly ROE?

IBKR quarterly ROE is up +1.20% year-over-year

How far is IBKR quarterly ROE from its all-time high?

IBKR quarterly ROE is currently -32.61% 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 90.82% of companies in Financial Services sector

When is IBKR next earnings release?

The next earnings release for IBKR is on January 26, 2027

IBKR ROE History & Chart Since 2005

Annual ROE

23.51%1.29%+5.81%

December 31, 2025

Summary

Current Value: As of today, IBKR annual ROE is 23.51%, up +5.81% on December 31, 2025
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 December 31, 2006
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 86.67% of companies in Financial Services sector

ROE Chart

beforeafter

Performance

IBKR Performance
Metric	Date	Value	1Y	3Y	5Y	15Y
Annual ROE	Dec 31, 25	23.51%	+5.8%	+39.4%	+68.9%	+281.7%
Quarterly ROE	Sep 30, 26	23.70%	+1.2%	+6.3%	+32.5%	+98.7%
Price	Oct 29, 26	$81.77	+18.2%	+312.8%	+361.6%	+2049.0%
PE Ratio	Oct 29, 26	31.30	-6.1%	+116.9%	+50.5%	-13.6%
Annual Revenue	Dec 31, 25	$10.43B	+11.0%	+149.2%	+317.4%	+950.6%
Annual Net Income	Dec 31, 25	$4.36B	+27.9%	+136.5%	+269.6%	+1453.8%
Annual Shareholders Equity	Dec 31, 25	$5.36B	+25.3%	+88.3%	+174.9%	+999.4%
Annual ROA	Dec 31, 25	2.47%	+0.8%	+50.6%	+75.2%	+139.8%

ROE Highs

IBKR Annual ROE Highs Comparison
Period	High	Date	Current
3Y	23.51%	Dec 31, 25	at high
5Y	23.51%	Dec 31, 25	at high
All	58.93%	Dec 31, 06	-60.1%

ROE Lows

IBKR Annual ROE Lows Comparison
Period	Low	Date	Current
3Y	16.87%	N/A	+39.4%
5Y	13.92%	N/A	+68.9%
All	6.16%	Dec 31, 10	+281.7%

ROE History

Year	Value	Change
2025	23.51%	+5.8%
2024	22.22%	+1.5%
2023	21.90%	+29.8%
2022	16.87%	-0.9%
2021	17.02%	+22.3%
2020	13.92%	-3.5%
2019	14.43%	-12.9%
2018	16.56%	+28.0%
2017	12.94%	+3.4%
2016	12.52%	+58.9%
2015	7.88%	-11.8%

Year	Value	Change
2014	8.93%	+5.9%
2013	8.43%	-19.6%
2012	10.49%	-32.0%
2011	15.43%	+150.5%
2010	6.16%	-41.7%
2009	10.56%	-62.4%
2008	28.10%	-37.1%
2007	44.64%	-24.2%
2006	58.93%	+139.3%
2005	24.63%	-

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 86.67% of companies in Financial Services sector
When is IBKR next annual earnings release?: The next annual earnings release for IBKR is on January 26, 2027

ROE Formula

ROE = Net Income

Shareholders Equity × 100%

Quarterly ROE

23.70%0.30%-1.25%

September 30, 2026

Summary

Current Value: As of today, IBKR quarterly ROE is 23.70%, down -1.25% on September 30, 2026
Historical Performance: IBKR quarterly ROE is up +1.20% year-over-year, up +6.28% over the past 3 years
All-Time High Comparison: IBKR quarterly ROE is currently -32.61% below its historical high of 35.17% set on December 31, 2006
3-Year Low Comparison: IBKR quarterly ROE is +9.17% above its 3-year low of 21.71% reached on September 30, 2024
Sector Comparison: IBKR quarterly ROE is higher than 90.82% of companies in Financial Services sector

Performance

IBKR Performance
Metric	Date	Value	3M	1Y	3Y	5Y
Quarterly ROE	Sep 30, 26	23.70%	-1.3%	+1.2%	+6.3%	+32.5%
Annual ROE	Dec 31, 25	23.51%	–	+5.8%	+39.4%	+68.9%
Price	Oct 29, 26	$81.77	-5.2%	+18.2%	+312.8%	+361.6%
PE Ratio	Oct 29, 26	31.30	-8.8%	-6.1%	+116.9%	+50.5%
Quarterly Revenue	Sep 30, 26	$3.24B	+6.0%	+16.2%	+56.2%	+524.7%
Quarterly Net Income	Sep 30, 26	$1.35B	+0.8%	+13.7%	+74.6%	+554.4%
Quarterly Shareholders Equity	Sep 30, 26	$6.22B	+5.3%	+21.7%	+83.3%	+166.6%
Quarterly ROA	Sep 30, 26	2.27%	-2.6%	-7.7%	-0.9%	+33.5%

Quarterly ROE Highs

IBKR Quarterly ROE Highs Comparison
Period	High	Date	Current
1Y	24.00%	Jun 30, 26	-1.3%
3Y	24.00%	Jun 30, 26	-1.3%
5Y	24.00%	Jun 30, 26	-1.3%
All	35.17%	Dec 31, 06	-32.6%

Quarterly ROE Lows

IBKR Quarterly ROE Lows Comparison
Period	Low	Date	Current
1Y	23.42%	N/A	+1.2%
3Y	21.71%	Sep 30, 24	+9.2%
5Y	12.39%	Jun 30, 22	+91.3%
All	2.87%	Mar 31, 15	+725.8%

Quarterly ROE History

Month	Value	Change
Sep 2026	23.70%	-1.3%
Jun 2026	24.00%	+2.3%
Mar 2026	23.47%	-0.3%
Dec 2025	23.54%	+0.5%
Sep 2025	23.42%	+4.0%
Jun 2025	22.52%	+0.7%
Mar 2025	22.37%	+0.5%
Dec 2024	22.26%	+2.5%
Sep 2024	21.71%	-2.6%
Jun 2024	22.30%	+2.6%
Mar 2024	21.73%	-1.4%
Dec 2023	22.03%	-1.2%
Sep 2023	22.30%	+7.1%
Jun 2023	20.83%	+6.9%
Mar 2023	19.49%	+13.9%
Dec 2022	17.11%	+15.5%
Sep 2022	14.81%	+19.5%
Jun 2022	12.39%	-12.4%
Mar 2022	14.14%	-16.0%
Dec 2021	16.83%	-5.9%
Sep 2021	17.88%	-9.0%
Jun 2021	19.64%	+15.5%
Mar 2021	17.00%	+20.8%
Dec 2020	14.07%	+4.4%
Sep 2020	13.48%	+1.5%
Jun 2020	13.28%	-2.4%
Mar 2020	13.60%	-5.6%
Dec 2019	14.41%	-2.4%
Sep 2019	14.76%	-2.3%
Jun 2019	15.11%	-6.7%
Mar 2019	16.19%	-2.4%
Dec 2018	16.59%	+9.8%
Sep 2018	15.11%	-1.0%
Jun 2018	15.27%	+5.4%
Mar 2018	14.49%	+12.4%
Dec 2017	12.89%	+19.8%
Sep 2017	10.76%	+11.5%
Jun 2017	9.65%	-4.0%
Mar 2017	10.05%	-18.4%
Dec 2016	12.31%	-14.2%
Sep 2016	14.34%	-4.0%

Month	Value	Change
Jun 2016	14.94%	-4.8%
Mar 2016	15.70%	+97.2%
Dec 2015	7.96%	+14.9%
Sep 2015	6.93%	+72.0%
Jun 2015	4.03%	+40.4%
Mar 2015	2.87%	-67.5%
Dec 2014	8.83%	+6.3%
Sep 2014	8.31%	-27.2%
Jun 2014	11.42%	+5.6%
Mar 2014	10.81%	+27.9%
Dec 2013	8.45%	-13.2%
Sep 2013	9.73%	+5.9%
Jun 2013	9.19%	+5.5%
Mar 2013	8.71%	-13.7%
Dec 2012	10.09%	-8.9%
Sep 2012	11.07%	-9.6%
Jun 2012	12.25%	-8.5%
Mar 2012	13.39%	-12.0%
Dec 2011	15.21%	+27.5%
Sep 2011	11.93%	+11.7%
Jun 2011	10.68%	+18.4%
Mar 2011	9.02%	+53.9%
Dec 2010	5.86%	-10.4%
Sep 2010	6.54%	+7.6%
Jun 2010	6.08%	-27.1%
Mar 2010	8.34%	-21.1%
Dec 2009	10.57%	-30.0%
Sep 2009	15.09%	-25.1%
Jun 2009	20.14%	-9.5%
Mar 2009	22.25%	-20.0%
Dec 2008	27.80%	-6.3%
Sep 2008	29.67%	-2.8%
Jun 2008	30.54%	+7.8%
Mar 2008	28.33%	-6.6%
Dec 2007	30.34%	+4.5%
Sep 2007	29.04%	+50.9%
Jun 2007	19.25%	-23.7%
Mar 2007	25.22%	-28.3%
Dec 2006	35.17%	+155.0%
Sep 2006	13.79%	-

FAQ

What is the current quarterly ROE of IBKR?: As of today, IBKR quarterly ROE is 23.70%
What is IBKR quarterly ROE most recent change?: IBKR quarterly ROE was down -1.25% on September 30, 2026
What is 1-year change in IBKR quarterly ROE?: IBKR quarterly ROE is up +1.20% year-over-year
How far is IBKR quarterly ROE from its all-time high?: IBKR quarterly ROE is currently -32.61% 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 90.82% of companies in Financial Services sector
When is IBKR next earnings release?: The next earnings release for IBKR is on January 26, 2027

ROE Formula

ROE = Net Income

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