InsiderStreet Equity Research

Produced by InsiderStreet.ai from live production data. It is not investment advice, not an offer or solicitation to buy or sell any security, and not a recommendation for any investor. Do not rely on it for any investment decision.

Last Close

$82.69

2026-10-16

Market Cap

$145.3B

Volume

7.3M

52-Wk High

$98.75

52-Wk Low

$58.95

Trailing PE

31.4

P/S

12.53

Gross Margin

94.6%

Net Margin

10.2%

ROE

12%

ROIC

7%

Piotroski

6/9

Altman Z

1.1

1-Yr Return

+20.8%

5-Yr Return

+637.0%

Interactive Brokers Group, Inc. operates as a sophisticated electronic brokerage, serving clients across the United States and globally. This firm manages the trading, clearing, and settlement for a broad spectrum of financial instruments, including equities, options, futures, foreign exchange, bonds, mutual funds, exchange-traded funds (ETFs), precious metals, and digital currencies. Beyond its core brokerage activities, the company provides custodial and administrative account services tailored for various entities such as hedge funds, mutual funds, ETFs, registered investment advisors, proprietary trading desks, introducing brokers, and individual investors. Its suite of services also includes custody solutions, prime brokerage, and financing options like securities lending and margin lending. Interactive Brokers caters to both institutional and individual clientele, utilizing advanced electronic exchanges and market platforms. The company was established in 1977 and maintains its headquarters in Greenwich, Connecticut.

SectorFinancial ServicesIndustryInvestment - Banking & Investment ServicesExchangeNASDAQMarket Cap$145.3BEmployees3,182 (SEC-filed)CEOMilan GalikIPO2007-05-04CountryUS

One Pickwick Plaza, Greenwich, CT 06830 · Tel 203 618 5800 · interactivebrokers.com

INSIDERSTREET SCORE56 / 100Street mean $107.00 (15 analysts, last qtr) — their number, not ours

INSIDER CONSENSUS SIGNALTWO-WAY FLOW$0.0M buys against $2.0M sells / 6 mo

INSIDERSTREET
SCORE56of 100

Score Breakdown

Profitability	66/100
Growth	70/100
Momentum	94/100
Quality	58/100
Earnings Quality	61/100
Balance Sheet	51/100
Value	49/100
Risk (safety)	30/100
Overall	56.4/100

Each component is a diagnostic reading on its own 0-100 scale. The overall score is computed separately from the underlying financials and is not the average of the rows above — components are not equally weighted and three of them (Momentum, Value, Risk) are derived partly from price rather than from the business.

Peer Comparison — IS Score

Symbol	IS Score
BK	36
UBS	24
CB	61
SCHW	70
PGR	57
SPGI	74
IBKR	56

IS Score Trend — quarterly

14 quarters, 23 Q1 to 26 Q2. Peak 65 in 26 Q1, latest 56 — -9 since. Fell in 1 of the last 4 quarters. Dashed line marks 40 on the 0-100 scale.

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1 Year vs S&P 500 · IBKR +20.8% · S&P 500 +15.9% · spread +4.9pp

7 Years vs S&P 500 · IBKR +637.0% · S&P 500 +189.9% · spread +447.1pp

Both charts indexed to 100 at the start of their window and drawn on a single shared scale, so the gap to the benchmark is the gap you see. Adjusted closes throughout.

BUSINESS QUALITY56 / 100IS Score 56.4 / 100 · -9.0 from peak of 65

Fundamental factor model, quarterly. Measures how the business is doing - not where the price is going.

PRICE STRUCTUREBEARISHTechnical Score 16 / 100 · Power -68 · 2 of 22 indicator votes bullish

Vote share across trend, momentum, volume, volatility and pattern families. Describes where the price is, not where it is going.

These two disagree — business quality 56, price structure 16 out of 100, so the business reads better than the price does. We publish the disagreement rather than resolving it: they answer different questions, and the gap between them is information, not an error.

Trigger	Where it stands now	What it would mean
IS Score reaches 75 and holds two consecutive quarters	now 56.4	would move us up one band
IS Score stops falling - one quarter higher than the prior	last four: 64 → 64 → 65 → 56	the direction matters more than the level
Technical vote share back above 50%	now 18%	price structure no longer broken
Institutional holder count rises two quarters running	peak 1,117 → now 1,117	fewer institutions willing to hold is our clearest warning

We publish these so the view can be shown to be wrong. If none of them move and our reading does, we owe you an explanation.

This page is InsiderStreet's own reading, produced from the data in the rest of this document. It is not a price target and not investment advice. Analyst consensus and street price targets appear later under their own heading and are the street's numbers, not ours.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Site Convergence Score3 of 4top 4% of 29,420 symbols

Sources Aligned— of 3independent disclosures

Congress (180d)0 buysnone disclosed

Insider Buys (180d)6$0.01M

ETF Funds (30d)1111 up / 798 downnet +313 funds

Institutions Added (13F)118managers opening or increasing

Congressional and insider figures are disclosed purchases in the trailing 180 days; ETF figures are COUNTS OF FUNDS whose holding changed in 30 days, not dollars. Coincidence of separate disclosures, not coordination. An absent source means nothing qualifying was disclosed in its window.

Institutions holding — 12 quarters

Peak 1,117 · latest 1,117 (+0 from peak).

Quarter	Holders	13F shares	Value	Reported own%
2026 Q2	1,117	391.3M	$33.4B	87.4%
2026 Q1	999	379.0M	$25.0B	84.6%
2025 Q4	977	384.0M	$24.5B	85.7%
2025 Q3	910	379.4M	$26.0B	84.7%
2025 Q2	802	378.5M	$20.9B	84.5%
2025 Q1	744	380.4M	$15.7B	84.9%
2024 Q4	710	374.3M	$16.7B	83.6%
2024 Q3	584	371.2M	$12.9B	82.9%
2024 Q2	547	373.5M	$11.4B	83.4%
2024 Q1	497	378.6M	$10.5B	84.5%
2023 Q4	455	373.0M	$7.7B	83.3%
2023 Q3	433	373.4M	$8.1B	83.4%

How to read ownership above 100%. A 13F reports the positions a manager has investment discretion over, and where two or more managers share discretion over the same block, each one reports it. Summed across filers, the total can therefore exceed the shares actually outstanding without anything being wrong. We publish the figure as filed rather than netting it down, and flag separately any quarter where the arithmetic is not merely high but impossible.

Insider	Role	Date	Type	Shares	Value	Post-Txn Owned
Conkling Lori A	director	2026-10-01	BUY	25	$0.00M	2,584
Conkling Lori A	director	2026-09-01	BUY	25	$0.00M	2,559
Conkling Lori A	director	2026-08-03	BUY	25	$0.00M	2,534
Nemser Earl H	director, Vice Chairman	2026-07-31	A-Award	803,568	$70.71M	803,568
Conkling Lori A	director	2026-07-01	BUY	25	$0.00M	2,509
Conkling Lori A	director	2026-06-01	BUY	25	$0.00M	2,484
Brody Paul Jonathan	director, Chief Financial Officer	2026-05-08	TAX W/H	82,920	$7.00M	2,856,806
Mendonca Denis	Chief Accounting Officer	2026-05-08	TAX W/H	11,157	$0.94M	145,071

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

6-mo decomposition (Form 4)	Txns	Shares	Value	Signal weight
S — Open-market sales	1	26,000	$2.0M	Counted
P — Open-market purchases	9	250	$0.0M	Counted
F — Tax withholding	5	403,332	$34.0M	None — compensation

Monthly Net Insider Flow (000 shares)

Net of acquisitions minus dispositions, all Form 4 types.

Signal Summary

SignalTwo-Way Flow

Open-Market Sells$2.0M1 txns / 6 mo

Open-Market Buys$0.0M9 txns / 6 mo

ClusterNone active3+ insiders / 21 days

Filed	Filer	Shares registered	Est. proceeds
2026-04-28	Harris Lawrence E	26,000	$2.0M
2026-01-22	Nemser Earl H	400,000	$30.3M
2025-10-23	Harris Lawrence E	75,000	$4.9M
2025-09-09	Brody Paul Jonathan	1,000,000	$61.1M
Trailing 12 mo	5 filings	1,901,000	$123M

Filed	Form	Reporting person	% of class	Shares
2026-04-30	SCHEDULE 13G	Vanguard Capital Management	7.30%	32.5M sh
2025-11-07	SCHEDULE 13G/A	Bares Capital Management, Inc.	—	exit/reporting change
2025-10-17	SCHEDULE 13G/A	BlackRock, Inc.	6.20%	27.6M sh
2025-09-08	SCHEDULE 13G/A	The Vanguard Group	11.40%	50.8M sh

Member	Chamber	Trade	Size band	Traded	Disclosed
Ro Khanna	House	BUY	$1,001 - $15,000	2026-04-13	2026-05-13
Lisa C. McClain	House	SELL	$1,001 - $15,000	2025-10-13	2025-11-24
Lisa McClain	House	BUY	$1,001 - $15,000	2025-08-13	2025-09-15

House 12-Mo2 trades1 purchases

Senate 12-Mo0 tradesNone purchases

CoverageSTOCK Act filings30-45 day disclosure lag

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

13F Filers (last complete Q)999

13F Shares379M84.6% of shares out

New / Closed139 / 102positions, QoQ

Increased / Reduced401 / 329positions, QoQ

Put/Call (13F)0.96option positions

Free Float96.9%439M sh

2.8 · Largest Reporting 13F Managers

Manager	Shares	Value
Ninety One Uk Ltd	5.2M	$443M
Congress Asset Management Co	1.5M	$128M
Td Waterhouse Canada Inc.	645,823	$55M
Systrade Ag	500,000	$43M
Trinity Street Asset Management Ll	350,499	$30M
Vontobel Holding Ltd.	301,807	$26M

EDGAR 13F holdings as of 2026-09-30; filer values normalized to dollars.

2.9 · Top ETF & Fund Ownership

Fund	Weight	Position
VITSX	0.1%	$1.2B
VTSAX	0.1%	$1.2B
VTI	0.1%	$1.2B
VSMPX	0.1%	$1.2B
VFFSX	0.1%	$1.0B
VOO	0.1%	$1.0B

13F Filers Holding IBKR — quarterly

Institutional Put/Call — quarterly

Daily short-sale volume as % of volume reported in FINRA's short-sale file — a flow measure, not short interest; dashed = 50-day average.

Latest Session30.9%2026-10-15

20-Day Avg46.5%50-day 46.6%

TrendFalling20d vs 50d

By Market CenterQ: 32% · N: 20% · B: 21%latest session

Weekly Notional ($B)

Where IBKR Trades in the Dark

ATS Venue (4-wk)	Shares	Avg trade
Incr Intelligent Cross Llc	5.1M	57 sh
Ubsa Ubs Ats	4.9M	62 sh
Sgmt Sigma X2	3.1M	60 sh
Mstx Ms Trajectory Cross (Ats-1)	2.7M	59 sh
Pure Purestream	2.6M	36 sh
Ebxl Level Ats	2.5M	39 sh

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Where a dollar of Interactive Brokers Group, Inc. revenue goes. All values FY2025 filings, live.

Region	Revenue	Share
U [S]	$4.3B	70%
Non Us	$1.9B	30%

IBKR (live moat model)Peer median: BK · UBS · CB · SCHW · PGR

Component scores from the live moat model. Peer median illustrative.

Moat score 70/100 — Wide; primary source Network Effects.

3.8 · Employees (SEC filings)

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Officer	Title
Milan Galik	President, Chief Executive Officer & Director
Paul Jonathan Brody	Chief Financial Officer, Treasurer, Secretary & Director
Thomas A. J. Frank	Executive Vice President
Thomas Pechy Peterffy	Founder & Chairman

Revenue ($B)

EPS ($) — GAAP diluted actual, street-basis estimate

Actual bars are GAAP diluted EPS from the filed income statement; the lighter forward bars are street-basis consensus. The two are different measures and are not comparable quarter to quarter.

Quarterly EPS — Actual vs. Consensus

Beats (>2%)5 of 6recent quarters

Avg Surprise+6.0%

Next Report2027-01-19

Income Quality3.25OCF ÷ net income

Beat Rate—%0 of 0 quarters

Current Streak0longest 0

Avg EPS Surprise—%median —%

Surprise Trend—last 4 vs prior 4

Period	EPS est.	EPS actual	EPS surprise	Rev est. ($M)	Rev actual ($M)	Rev surprise

Announcement dates to . Consensus as it stood at each report. Revenue surprise shown where both estimate and actual are filed. A beat record is history, not a forecast.

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Profit Margins (%)

Revenue by Segment — Stacked

Live segmentation data.

YoY Growth Heatmap — Income Lines

YoY growth	FY21	FY22	FY23	FY24	FY25
Revenue	+21.5%	+42.6%	+85.8%	+19.6%	+9.8%
Gross profit	+27.9%	+48.1%	+101.3%	+20.7%	+10.7%
Operating income	+37.0%	+55.1%	+108.7%	+20.2%	+12.2%
Net income	+57.9%	+23.4%	+57.9%	+25.8%	+30.3%

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

$B · FY ends	FY21	FY22	FY23	FY24	FY25
Revenue	2.9	4.2	7.8	9.3	10.2
Cost of revenue	0.6	0.8	0.9	1.0	1.0
Gross profit	2.3	3.4	6.9	8.3	9.2
R&D expense	0.0	0.0	0.0	0.0	0.0
SG&A expense	0.2	0.2	0.3	0.4	0.3
Operating income	2.0	3.1	6.5	7.8	8.8
EBITDA	2.1	3.1	6.6	8.0	9.1
D&A	0.1	0.1	0.1	0.1	0.1
Pretax income	1.8	2.0	3.1	3.7	4.8
Income tax	0.2	0.2	0.3	0.3	0.4
Net income	0.3	0.4	0.6	0.8	1.0
Diluted EPS ($)	0.81	0.94	1.42	1.73	2.22
Diluted shares (M)	380	405	423	436	448

Operating CF$16B

CapEx$0B

Free cash flow$16B

SBC$0B

Buybacks$0B

Net cash change$15B

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Balance Sheet — Full

$B	FY22	FY23	FY24	FY25
Cash & equivalents	3.4	3.8	3.6	5.0
ST investments	0.0	0.0	0.0	0.0
Receivables (net)	42.6	46.5	67.1	96.2
Total current assets	103.0	114.5	135.2	178.1
PP&E (net)	0.0	0.0	0.0	0.0
Goodwill + intangibles	0.0	0.0	0.0	0.0
Total assets	115.1	128.3	150.1	203.2
Accounts payable	94.0	102.1	116.5	156.7
Short-term debt	0.0	0.0	0.0	0.0
Deferred revenue	0.0	0.0	0.0	0.0
Total current liabilities	94.4	102.6	117.0	157.3
Long-term debt	8.9	11.3	16.2	0.0
Total liabilities	103.5	114.2	133.5	182.8
Shareholders' equity	11.6	14.1	16.6	20.5

Cash Flow Statement — Full

$B	FY22	FY23	FY24	FY25
Net income	1.8	2.8	3.4	4.4
D&A	0.1	0.1	0.1	0.1
Stock-based compensation	0.1	0.1	0.1	0.1
Working capital change	1.9	1.5	5.1	19.7
Operating cash flow	4.0	4.5	8.7	15.8
Capital expenditures	(0.1)	(0.0)	(0.0)	(0.1)
Investing cash flow	(0.1)	(0.1)	(0.0)	(0.2)
Buybacks	(0.0)	(0.0)	(0.1)	(0.1)
Dividends paid	(0.0)	(0.0)	(0.1)	(0.1)
Debt issuance / (repay)	(0.0)	(0.0)	(0.0)	0.0
Financing cash flow	(0.5)	(0.6)	(0.8)	(1.0)
Free cash flow	3.9	4.5	8.7	15.7

Balance Sheet Structure ($B)

Cash Generation vs Capex ($B)

Left: what the balance sheet is made of — the gap between the assets bar and the liabilities bar is book equity. Right: whether the capex bar is covered by the operating-cash bar; where it is not, the difference was funded externally and free cash flow goes negative.

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Ratio	FY21	FY22	FY23	FY24	FY25	TTM
PROFITABILITY
ROE	14.2%	14.5%	18.7%	19.2%	20.4%	12%
ROA	0.3%	0.3%	0.5%	0.5%	0.6%	0.5%
ROIC	14.0%	34.8%	53.4%	42.8%	1917.6%	7.1%
Gross margin	78.4%	81.4%	88.3%	89.0%	89.8%	94.6%
Operating margin	68.6%	74.6%	83.8%	84.2%	86.0%	87.0%
Net margin	10.5%	9.1%	7.7%	8.1%	9.6%	10.2%
EBITDA margin	71.1%	74.1%	84.8%	85.7%	88.8%	87.7%
FCF margin	197.9%	93.0%	57.7%	93.1%	153.9%	—
VALUATION
P/E	25.28	19.42	14.73	25.53	29.27	31.4
P/B	3.25	2.59	2.47	4.50	5.37	1.6
P/S	2.65	1.76	1.13	2.07	2.81	12.53
P/FCF	1.34	1.89	1.97	2.22	1.83	9.2
EV/EBITDA	8.22	4.15	2.49	3.99	2.63	13.7
EV/Revenue	5.85	3.08	2.11	3.42	2.33	12.0
Earnings yield	4.0%	5.1%	6.8%	3.9%	3.4%	3.15%
FCF yield	74.7%	52.8%	50.9%	45.0%	54.7%	10.90%

Ratio	FY21	FY22	FY23	FY24	FY25	TTM
LEVERAGE & SOLVENCY
Current ratio	1.14	1.09	1.12	1.16	1.13	6195.94
Quick ratio	1.14	1.09	1.12	1.16	1.13	6195.94
Debt / equity	4.93	3.15	3.17	3.80	0.00	0.00
Debt / assets	10.8%	7.8%	8.9%	10.8%	0.0%	0.0%
Net debt / EBITDA	4.50	1.78	1.15	1.58	-0.54	-0.58
Interest coverage	8.98	2.96	1.89	1.88	2.13	—

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Ratio	FY21	FY22	FY23	FY24	FY25	TTM
EFFICIENCY
Asset turnover	0.03	0.04	0.06	0.07	0.06	0.05
Receivables turnover	0.06	0.09	0.19	0.17	0.13	0.1
DSO (days)	5852	4079	1951	2133	2763	3324
DPO (days)	46859	42388	39203	39072	47667	—
Cash conversion cycle	-41008	-38309	-37252	-36939	-44904	3324
GROWTH (YoY)
Revenue growth	21.5%	42.6%	85.8%	19.6%	9.8%	—
Net income growth	57.9%	23.4%	57.9%	25.8%	30.3%	—
EPS growth	38.3%	19.3%	51.8%	23.7%	27.7%	—
FCF growth	-27.4%	-33.0%	15.3%	93.0%	81.5%	—
PER SHARE ($)
EPS (diluted, TTM)	0.77	0.92	1.39	1.72	2.20	2.60
Book value / share	5.97	6.87	8.31	9.76	11.97	51.41
Revenue / share	7.33	10.11	18.06	21.23	22.85	25.64
FCF / share	14.51	9.40	10.42	19.77	35.15	35.01
Cash / share	5.97	8.29	8.70	8.28	11.08	124.70
SHAREHOLDER RETURN & SCORES
Buyback yield	0.0%	0.0%	0.0%	0.0%	0.3%	0.37%
Altman Z-Score	0.28	0.27	0.41	0.49	0.44	1.1
Piotroski F-Score	7	7	7	7	6	6/9
Beneish M-Score	-2.68	-2.18	-2.39	-2.36	-2.25	-2.63

Model	Score	Zone	Note
Piotroski F-Score	6 / 9	Middling
Altman Z-Score	1.1	Distress (<1.81)	Distress
Income quality	3.25	Cash-backed	OCF ÷ net income
Beneish M-Score	-2.63	Non-manipulator	vs −2.22 threshold

DuPont Decomposition (TTM)	Value
Tax burden	0.21
Interest burden	0.55
Operating margin	87.6%
Asset turnover	0.05×
Financial leverage	39.96×
= ROE	21%

Growth Quality (live)	Value
Revenue stability	0.99
Earnings stability	0.93
Earnings persistence	0.86
Revenue CAGR 3y	20.8%
EPS CAGR 3y	27.2%
FCF CAGR 3y	65.2%

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Buyback Yield0.37%

Dividend Yield0.41%

Total Shareholder Return0.37%cash yield

SBC / Revenue1.1%dilution pressure

Company	Mkt cap	P/E	ROE	Net margin	Rev growth	Piotroski	1-yr ret
BK	$97.4B	21.0	14%	17.3%	+0.7%	7/9	+40.6%
UBS	$146.0B	16.1	10%	15.6%	+1.4%	5/9	+22.7%
CB	$138.8B	12.6	15%	18.2%	+7.6%	7/9	+34.6%
SCHW	$159.0B	15.6	41%	35.6%	+14.7%	7/9	-0.3%
PGR	$127.0B	11.0	35%	14.0%	+10.5%	6/9	—
SPGI	$126.7B	26.1	15%	29.4%	+9.7%	7/9	—
COF	$123.8B	12.5	9%	15.2%	+36.7%	7/9	—
BX	$122.7B	23.7	41%	25.8%	+28.6%	7/9	—

1-yr returns computed from adjusted price history; peers without a tracked series show —.

Buy

19 Analysts

Str Sell (0)Sell (1)Hold (9)Buy (9)Str Buy (0)

Mean Target (qtr)$107.0015 targets

Target vs. Price+29.4%last-quarter mean

Next Report2027-01-19street $0.72

Consensus estimates	Revenue mean	High / Low	EPS mean	High / Low	# EPS est.
FY2026	$7.44B	$7.50B / $7.38B	$2.70	$2.75 / $2.64	8
FY2027	$8.91B	$9.10B / $8.60B	$3.31	$3.45 / $3.12	10
FY2028	$10.23B	$10.71B / $9.72B	$3.86	$4.18 / $3.37	7

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Street Price Target — Trajectory

Window	Avg Target	vs. Price	# Targets
Last Month	$105.70	+27.8%	10
Last Quarter	$107.00	+29.4%	15
Last Year	$103.00	+24.6%	21
All Time	$111.95	+35.4%	38

Rolling mean of published targets vs. last close $82.69. Aggregated from StreetInsider, Benzinga.

Third-Party Composite Rating

B

DCF

5/5

ROE

2/5

ROA

2/5

Debt/Eq

5/5

P/E

1/5

P/B

2/5

Independent quant composite as of 2026-10-16; components scored 1–5 (5 best). Shown for contrast with the InsiderStreet Score — methodologies differ.

IBKR +20.8% vs S&P 500 +15.9% — spread +4.9pp

Sector — XLF +7.2%

Peer Set — indexed to 100

All series indexed to 100 at the start of the window, adjusted closes.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Candlesticks with SMA 20/50 overlay, Bollinger (20,2σ) band, volume, and Wilder RSI(14) — computed from live daily OHLCV.

Moving Average	Value	Distance	% Distance	Signal
SMA 20	$87.92	-5.23	-5.95%	Below
SMA 50	$90.21	-7.52	-8.34%	Below
SMA 200	$82.37	+0.32	+0.39%	Above
EMA 9	$86.07	-3.38	-3.93%	Below
EMA 21	$87.57	-4.88	-5.57%	Below
EMA 50	$88.99	-6.30	-7.08%	Below
EMA 200	$82.62	+0.07	+0.08%	Above

Series and readings from the nightly technical-indicator history — identical data to the site's ribbon chart. Supertrend segments colored by direction.

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

TECHNICAL VERDICTBEARISHPower Score -682 of 22 indicator votes bullish

Family Scores (site weights)

Trend 30%22

Momentum 25%0

Volume 20%19

Volatility 10%0

Patterns 15%38

This Week18% bullishof 11 price-based votes

4 Weeks Ago27%-9 pts since

12 Weeks Ago36%-18 pts since

ReadDeterioratingweek-over-week trajectory

Price vs SMA 20$87.92

Price vs SMA 50$90.21

Price vs SMA 200$82.37

EMA 9/21 Cross86.1/87.6

SMA 50/200Golden

ADX DirectionADX 17

Supertrend$92

Parabolic SAR$91

SMA Slope-0.400

RSI37.6

Stochastic K/D23/29

StochRSI K/D13/27

Williams %R-85

CCI-136

TSI vs Signal-13.2

CMO-24.8

ROC-6.35%

OBV SignalDistrib

Chaikin MF-0.130

MFI30

Force Index-4M

Elder Ray Bull-0.65

RSI (14)30 oversold · 70 overbought

Stochastic %Kvs %D 29

Money Flowvolume-weighted RSI

ADXtrend strength · <20 weak

Williams %Rinverted scale

Level	Value	Level	Value
Pivot / R1 / R2	$84.43 / $87.82 / $89.61	S1 / S2	$82.64 / $79.25
Bollinger (20,2)	$82.77 – $93.07	Squeeze	Off
52-wk range	$58.87 – $98.66	Off 52-wk high	-16.2%
ATR (14)	$2.96 (3.6%)	Historical vol	32.5%

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

-1.1%Jan47%

+1.8%Feb63%

-2.4%Mar47%

+0.1%Apr50%

+0.5%May53%

+0.6%Jun58%

-0.0%Jul37%

+1.7%Aug63%

+0.5%Sep63%

+2.8%Oct63%

+4.1%Nov74%

+1.7%Dec58%

Sample: 19 years — treat short histories as suggestive, not statistical.

Computed from live weekly prices	IBKR	S&P 500
Weekly volatility (σ, 1y)	5.17%	1.83%
Best / worst week (1y)	+14.7% / -8.6%	—
Max drawdown (5y, monthly)	-33.3%	—
1-week VaR (95%)	-8.1%	—
Beta (5y)	1.35	1.00

IBKR EQUITY WEATHER (LIVE)RAINY · -37

Trend-27

Momentum-45

Volume-33

Volatility-60

Breadth-23

MARKET REGIME (2026-10-16)NEUTRAL

VIX19.99Normal

Dow TheoryConfirmed Bearish

SPY / QQQ TSI7.2 / 4.7trend strength

Sector Strength46/100breadth average

Average sentiment of 426 stories, weekly buckets, −1 to +1.

This space intentionally left blank — the next section begins on the following page

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Overall-37.1-17.2 vs industry

Trend-26.6-1.8 vs industry

Momentum-45.4-34.5 vs industry

Volume-32.8-7.8 vs industry

Reading	IBKR	Investment - Banking & Investment Services n=237	Financial Services n=24,134	All US symbols n=70,435
Overall	-37.1	-19.9	-16.3	-20.5
Trend	-26.6	-24.8	-12.5	-21.3
Momentum	-45.4	-10.9	-4.4	-15.8
Volume	-32.8	-25.0	+0.0	-3.8

Trend, momentum and volume are computed per company. Volatility and breadth are market-regime values shared by every symbol in the universe, so they are reported once under Market Regime rather than compared here - a company cannot differ from its sector on a constant.

Executive	Total comp	Structure
Milan Galik Chief Executive Officer, Preside	$19.7M	74% equity+incentive
Paul J. Brody Chief Financial Officer, Treas	$6.9M	51% equity+incentive
Earl H. Nemser Vice Chairman and Director	$3.6M	43% equity+incentive
Thomas A. Frank Executive Vice President	$2.0M	46% equity+incentive
Thomas Peterffy Chairman	$0.8M	0% equity+incentive

Pillar (live disclosure scores)	Score
Environmental	23
Social	97
Governance	76
Composite ESG	65

Composite ESG Trend

Filed	8-K contents	Items
2026-10-15	Earnings Release; Exhibits	2.02,9.01
2026-07-31	Other Events; Exhibits	8.01,9.01
2026-07-31	Other Events; Exhibits	8.01,9.01
2026-07-21	Earnings Release; Exhibits	2.02,9.01
2026-04-29	Shareholder Vote; Exhibits	5.07,9.01
2026-04-21	Earnings Release; Exhibits	2.02,9.01
2026-01-20	Results of Operations and Financial Condition; Financial Statements an	2.02,9.01
2025-10-16	Results of Operations and Financial Condition; Financial Statements an	2.02,9.01

NOT INVESTMENT ADVICE — FOR INFORMATIONAL PURPOSES ONLY

Methodology. Every figure originates in InsiderStreet's production data layer and is computed deterministically by the same engines that power insiderstreet.ai. This factsheet contains no model-written text. Sections without underlying data are omitted rather than estimated.

DISCLOSURES. This document is produced by InsiderStreet.ai from live production data. It is not investment advice, not an offer or solicitation to buy or sell any security, and not a recommendation tailored to any person. Data is sourced as of the dates shown and may no longer be current. InsiderStreet.ai is not a registered investment adviser or broker-dealer. Investing involves risk, including loss of principal. Past performance does not guarantee future results. Do not make any investment decision based on this document. © 2026 InsiderStreet.ai — all rights reserved. Redistribution prohibited.

Data domain	Source	Coverage for this report
Price & volume	market_db.historical_prices	52 rows
Fundamentals	income_statements_annual	6 rows · 2020 to 2025
Reported vs consensus	fact/earnings_calendar	24 rows · 2018-10-16 to 2026-10-15
Analyst estimates	dim/forward_estimates	3 rows · 2026-12-31 to 2028-12-31
Institutional ownership (13F)	holdings_db.institutional_ownership_summary	80 rows · 2006 to 2026
Insider transactions (Form 4)	edgar/form4	12 rows · 2026-05-01 to 2026-10-01
Proposed sales (Form 144)	edgar/form144	1 record
Beneficial ownership (13D/G)	edgar/13dg	4 rows · 2025-09-08 to 2026-04-30
Short-sale volume (FINRA)	edgar/short_volume_daily	60 rows · 2026-07-23 to 2026-10-15
Dark pool (ATS, tier 1)	edgar/darkpool_weekly	12 rows · 2026-06-15 to 2026-08-31
ETF & fund holding	etf_holdings_changelog (30d)	1 record
Peer set	stock_peers_dynamic	8 rows
Industry medians	industry_medians	1 record
Congressional trades	congress_db (House + Senate)	1 record
ESG	fact/esg_disclosures	1 record

Method. Every figure in this factsheet is looked up from a named field computed in code. It contains no model-written text.

Not covered. Short interest as a percent of float and days-to-cover are not in this data set — the short-sale figures above are FINRA volume, a flow, and cannot support squeeze or covering analysis. Options positioning and intraday data are also absent. 13F ownership is filed 45 days after quarter end and congressional trades are disclosed on a lag, so both describe a past position, not a current one.

Interactive Brokers Group, Inc. (IBKR)

Score Breakdown

Peer Comparison — IS Score

IS Score Trend — quarterly

Interactive Brokers Group, Inc. (IBKR)

Interactive Brokers Group, Inc. (IBKR)

Institutions holding — 12 quarters

Interactive Brokers Group, Inc. (IBKR)

Monthly Net Insider Flow (000 shares)

Signal Summary

Interactive Brokers Group, Inc. (IBKR)

2.8 · Largest Reporting 13F Managers

2.9 · Top ETF & Fund Ownership

13F Filers Holding IBKR — quarterly

Institutional Put/Call — quarterly

Where IBKR Trades in the Dark

Interactive Brokers Group, Inc. (IBKR)

3.8 · Employees (SEC filings)

Interactive Brokers Group, Inc. (IBKR)

Interactive Brokers Group, Inc. (IBKR)

Interactive Brokers Group, Inc. (IBKR)

Interactive Brokers Group, Inc. (IBKR)

Balance Sheet — Full

Cash Flow Statement — Full

Interactive Brokers Group, Inc. (IBKR)

Interactive Brokers Group, Inc. (IBKR)

Interactive Brokers Group, Inc. (IBKR)

Interactive Brokers Group, Inc. (IBKR)

Street Price Target — Trajectory

Third-Party Composite Rating

Interactive Brokers Group, Inc. (IBKR)

Interactive Brokers Group, Inc. (IBKR)

Family Scores (site weights)

Interactive Brokers Group, Inc. (IBKR)

Interactive Brokers Group, Inc. (IBKR)

Interactive Brokers Group, Inc. (IBKR)