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

Interactive Brokers (IBKR) posted Principal Transactions of $35.0 million for Q1 2026, down 2.78% sequentially from $36.0 million in Q4 2025, and down 14.63% YoY from $41.0 million in Q1 2025.

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

Interactive Brokers has reported Principal Transactions for 14 years, with the latest figure at $35.0 million in Q1 2026.

  • Quarterly Principal Transactions fell 14.63% year-over-year to $35.0 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $191.0 million (up 23.23% YoY) and the FY2025 annual result came in at $197.0 million, up 55.12% from the prior year.
  • Principal Transactions slipped to $35.0 million in Q1 2026 per IBKR's latest filing, from $36.0 million in the prior quarter.
  • Over five years, Principal Transactions peaked at $76.0 million in Q3 2025 and troughed at -$23.0 million in Q1 2022.
  • A 5-year average of $23.0 million and a median of $28.0 million in 2024 frame the typical range for Principal Transactions.
  • The sharpest annual moves came in 2023 and 2024: Principal Transactions slumped 400.0% in 2023, then soared 660.0% in 2024.
  • Over 5 years, Principal Transactions stood at $18.0 million in 2022, then sank by 44.44% to $10.0 million in 2023, then surged by 360.0% to $46.0 million in 2024, then fell by 21.74% to $36.0 million in 2025, then dropped by 2.78% to $35.0 million in 2026.
  • According to Business Quant data, Principal Transactions over the past three periods registered $35.0 million, $36.0 million, and $76.0 million for Q1 2026, Q4 2025, and Q3 2025 respectively.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 Morgan Stanley 339.61 Bn 179.48 Bn -
2 Goldman Sachs 319.72 Bn -656.63 Bn -
3 Schwab Charles 189.04 Bn 104.29 Bn -
4 Futu Holdings 123.14 Bn 107.21 Bn 733.58 Mn
5 Robinhood Markets 84.04 Bn 66.65 Bn 1.20 Bn
6 Interactive Brokers 39.61 Bn -18.89 Bn -
7 LPL Financial Holdings 28.79 Bn 26.10 Bn -
8 Tradeweb Markets 21.73 Bn 19.67 Bn -
9 Circle Internet 15.47 Bn 13.95 Bn 40.25 Mn
10 Stifel Financial 13.15 Bn 10.25 Bn 878.90 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