Interactive Brokers (IBKR) Principal Transactions (2009 - 2026)

Interactive Brokers' (IBKR) quarterly Principal Transactions came in at $35.0 million in Q1 2026, down 14.63% year-on-year from $41.0 million in Q1 2025, and down 2.78% quarter-over-quarter from $36.0 million in Q4 2025.

Interactive Brokers (IBKR) Principal Transactions (2009 - 2026) Analysis & Trends

Interactive Brokers has disclosed Principal Transactions across 14 years of filings, most recently posting $35.0 million for Q1 2026.

  • Principal Transactions for Q1 2026 came in at $35.0 million, down 14.63% year-over-year; the trailing twelve-month figure through Mar 2026 was $191.0 million (up 23.23% YoY), and the FY2025 annual result was $197.0 million, up 55.12% from the prior year.
  • Principal Transactions came in at $35.0 million for Q1 2026 at Interactive Brokers, down from $36.0 million in the prior quarter.
  • In the past five years, Principal Transactions ranged from a high of $76.0 million in Q3 2025 to a low of -$23.0 million in Q1 2022.
  • The 5-year median for Principal Transactions is $28.0 million (2024), against an average of $23.0 million.
  • Across the five-year window, Principal Transactions slumped 400.0% in 2023 and jumped 660.0% in 2024, its largest moves.
  • Interactive Brokers' Principal Transactions stood at $18.0 million in 2022, then sank by 44.44% to $10.0 million in 2023, then soared by 360.0% to $46.0 million in 2024, then dropped by 21.74% to $36.0 million in 2025, then decreased by 2.78% to $35.0 million in 2026.
  • The last three Principal Transactions figures came in at $35.0 million (Q1 2026), $36.0 million (Q4 2025), and $76.0 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 SOL Strategies 94,425.84 Bn 94,425.84 Bn -
2 Morgan Stanley 349.82 Bn 216.29 Bn -
3 Goldman Sachs 333.85 Bn -603.70 Bn -
4 Schwab Charles 160.31 Bn 115.33 Bn -
5 Robinhood Markets 97.28 Bn 92.64 Bn 960.00 Mn
6 Interactive Brokers 42.79 Bn 53.38 Bn -
7 LPL Financial Holdings 23.54 Bn 22.51 Bn -
8 Tradeweb Markets 21.20 Bn 19.96 Bn -
9 Iren 19.97 Bn 17.75 Bn 144.76 Mn
10 Circle Internet 19.67 Bn 18.16 Bn 35.01 Mn

Historic Data

Download Data
DateValue
Mar 31, 2026 35.00 Mn
Dec 31, 2025 36.00 Mn
Sep 30, 2025 76.00 Mn
Jun 30, 2025 44.00 Mn
Mar 31, 2025 41.00 Mn
Dec 31, 2024 46.00 Mn
Sep 30, 2024 40.00 Mn
Jun 30, 2024 28.00 Mn
Mar 31, 2024 13.00 Mn
Dec 31, 2023 10.00 Mn
Sep 30, 2023 37.00 Mn
Jun 30, 2023 -5.00 Mn
Mar 31, 2023 6.00 Mn
Dec 31, 2022 18.00 Mn
Sep 30, 2022 -10.00 Mn
Jun 30, 2022 -1.00 Mn
Mar 31, 2022 -23.00 Mn
Dec 31, 2021 -46.00 Mn
Sep 30, 2021 -175.00 Mn
Jun 30, 2021 123.00 Mn