Interactive Brokers (IBKR) Tax Rate (2009 - 2026)
Interactive Brokers recorded quarterly Tax Rate of 9.08% in Q1 2026, up 103.6% quarter-over-quarter from 4.46% in Q4 2025, and up 46.0% year-over-year from 6.22% in Q1 2025.
Interactive Brokers' Tax Rate history runs 18 years deep, the most recent figure standing at 9.08% for Q1 2026.
- In Q1 2026, Tax Rate rose 46.0% year-over-year to 9.08%; the TTM figure through Mar 2026 stood at 7.97% (up 4.0% YoY), while the FY2025 annual figure was 7.82%, up 2.0% from the prior year.
- Tax Rate came in at 9.08% for Q1 2026 at Interactive Brokers, up from 4.46% in the prior quarter.
- In the past five years, Tax Rate ranged from a high of 9.6% in Q3 2025 to a low of 4.46% in Q4 2025.
- A 5-year average of 7.85% and a median of 8.1% in 2023 frame the typical range for Tax Rate.
- Across the five-year window, Tax Rate tumbled 432 bps in 2022 and surged 421 bps in 2023, its largest moves.
- Interactive Brokers' Tax Rate stood at 5.22% in 2022, then jumped by 81 bps to 9.44% in 2023, then dropped by 28 bps to 6.83% in 2024, then tumbled by 35 bps to 4.46% in 2025, then surged by 104 bps to 9.08% in 2026.
- According to Business Quant data, Tax Rate over the past three periods registered 9.08%, 4.46%, and 9.6% for Q1 2026, Q4 2025, and Q3 2025 respectively.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 330.71 Bn | 197.18 Bn | - | 19.58 |
| 2 | Goldman Sachs | 318.59 Bn | -618.96 Bn | - | 13.20 |
| 3 | Schwab Charles | 154.74 Bn | 109.76 Bn | - | 22.24 |
| 4 | Robinhood Markets | 81.79 Bn | 77.15 Bn | 960.00 Mn | 15.82 |
| 5 | Interactive Brokers | 39.54 Bn | 50.13 Bn | - | 9.08 |
| 6 | Circle Internet | 25.60 Bn | 24.08 Bn | 35.01 Mn | 2.47 |
| 7 | LPL Financial Holdings | 22.12 Bn | 21.10 Bn | - | 26.45 |
| 8 | Iren | 21.58 Bn | 19.37 Bn | 144.76 Mn | 2.46 |
| 9 | Tradeweb Markets | 21.29 Bn | 20.04 Bn | - | 23.03 |
| 10 | Hut 8 | 14.71 Bn | 14.86 Bn | 45.47 Mn | 16.20 |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 9.08 |
| Mar 31, 2026 | 9.08 |
| Dec 31, 2025 | 4.46 |
| Dec 31, 2025 | 4.46 |
| Sep 30, 2025 | 9.60 |
| Sep 30, 2025 | 9.60 |
| Jun 30, 2025 | 8.88 |
| Jun 30, 2025 | 8.88 |
| Mar 31, 2025 | 8.63 |
| Mar 31, 2025 | 8.63 |
| Dec 31, 2024 | 6.83 |
| Dec 31, 2024 | 6.83 |
| Sep 30, 2024 | 8.25 |
| Sep 30, 2024 | 8.25 |
| Jun 30, 2024 | 8.07 |
| Jun 30, 2024 | 8.07 |
| Mar 31, 2024 | 8.20 |
| Mar 31, 2024 | 8.20 |
| Dec 31, 2023 | 9.44 |
| Dec 31, 2023 | 9.44 |
| Sep 30, 2023 | 8.10 |
| Sep 30, 2023 | 8.10 |
| Jun 30, 2023 | 7.82 |
| Jun 30, 2023 | 7.82 |
| Mar 31, 2023 | 8.02 |
| Mar 31, 2023 | 8.02 |
| Dec 31, 2022 | 5.22 |
| Dec 31, 2022 | 5.22 |
| Sep 30, 2022 | 7.65 |
| Sep 30, 2022 | 7.65 |
| Jun 30, 2022 | 8.16 |
| Jun 30, 2022 | 8.16 |
| Mar 31, 2022 | 7.11 |
| Mar 31, 2022 | 7.11 |
| Dec 31, 2021 | 3.22 |
| Dec 31, 2021 | 3.22 |
| Sep 30, 2021 | 11.97 |
| Sep 30, 2021 | 11.97 |
| Jun 30, 2021 | 6.47 |
| Jun 30, 2021 | 6.47 |
| Mar 31, 2021 | 8.29 |
| Mar 31, 2021 | 8.29 |
| Dec 31, 2020 | 0.77 |
| Dec 31, 2020 | 0.77 |
| Sep 30, 2020 | 9.58 |
| Sep 30, 2020 | 9.58 |
| Jun 30, 2020 | 6.76 |
| Jun 30, 2020 | 6.76 |
| Mar 31, 2020 | 5.84 |
| Mar 31, 2020 | 5.84 |
| Dec 31, 2019 | 5.77 |
| Dec 31, 2019 | 5.77 |
| Sep 30, 2019 | 7.12 |
| Sep 30, 2019 | 7.12 |
| Jun 30, 2019 | 6.67 |
| Jun 30, 2019 | 6.67 |
| Mar 31, 2019 | 4.42 |
| Mar 31, 2019 | 4.42 |
| Dec 31, 2018 | 6.15 |
| Dec 31, 2018 | 6.15 |
| Sep 30, 2018 | 6.52 |
| Sep 30, 2018 | 6.52 |
| Jun 30, 2018 | 4.80 |
| Jun 30, 2018 | 4.80 |
| Mar 31, 2018 | 6.18 |
| Mar 31, 2018 | 6.18 |
| Dec 31, 2017 | 54.95 |
| Dec 31, 2017 | 54.95 |
| Sep 30, 2017 | 7.84 |
| Sep 30, 2017 | 7.84 |
| Jun 30, 2017 | 8.33 |
| Jun 30, 2017 | 8.33 |
| Mar 31, 2017 | 8.45 |
| Mar 31, 2017 | 8.45 |
| Dec 31, 2016 | 25.00 |
| Dec 31, 2016 | 25.00 |
| Sep 30, 2016 | 8.20 |
| Sep 30, 2016 | 8.20 |
| Jun 30, 2016 | 6.10 |
| Jun 30, 2016 | 6.10 |
| Mar 31, 2016 | 8.01 |
| Mar 31, 2016 | 8.01 |
| Dec 31, 2015 | 4.72 |
| Dec 31, 2015 | 4.72 |
| Sep 30, 2015 | 9.90 |
| Sep 30, 2015 | 9.90 |
| Jun 30, 2015 | 7.92 |
| Jun 30, 2015 | 7.92 |
| Mar 31, 2015 | 1.80 |
| Mar 31, 2015 | 1.80 |
| Dec 31, 2014 | 10.81 |
| Dec 31, 2014 | 10.81 |
| Sep 30, 2014 | 22.50 |
| Sep 30, 2014 | 22.50 |
| Jun 30, 2014 | 7.47 |
| Jun 30, 2014 | 7.47 |
| Mar 31, 2014 | 7.80 |
| Mar 31, 2014 | 7.80 |
| Dec 31, 2013 | 4.58 |
| Dec 31, 2013 | 4.58 |
| Sep 30, 2013 | 5.30 |
| Sep 30, 2013 | 5.30 |
| Jun 30, 2013 | 10.37 |
| Jun 30, 2013 | 10.37 |
| Mar 31, 2013 | 8.43 |
| Mar 31, 2013 | 8.43 |
| Dec 31, 2012 | -23.11 |
| Dec 31, 2012 | -23.11 |
| Sep 30, 2012 | 8.54 |
| Sep 30, 2012 | 8.54 |
| Jun 30, 2012 | 10.12 |
| Jun 30, 2012 | 10.12 |
| Mar 31, 2012 | 5.84 |
| Mar 31, 2012 | 5.84 |
| Dec 31, 2011 | 4.86 |
| Dec 31, 2011 | 4.86 |
| Sep 30, 2011 | 7.01 |
| Sep 30, 2011 | 7.01 |
| Jun 30, 2011 | 8.38 |
| Jun 30, 2011 | 8.38 |
| Mar 31, 2011 | 8.44 |
| Mar 31, 2011 | 8.44 |
| Dec 31, 2010 | 89.72 |
| Dec 31, 2010 | 89.72 |
| Sep 30, 2010 | 8.15 |
| Sep 30, 2010 | 8.15 |
| Jun 30, 2010 | 10.14 |
| Jun 30, 2010 | 10.14 |
| Mar 31, 2010 | 8.05 |
| Mar 31, 2010 | 8.05 |
| Dec 31, 2009 | 8.59 |
| Dec 31, 2009 | 8.59 |
| Sep 30, 2009 | 9.88 |
| Sep 30, 2009 | 9.88 |
| Jun 30, 2009 | 13.11 |
| Jun 30, 2009 | 13.11 |