Interactive Brokers IBKR
NASDAQ IBKR
$91.37 +1.95 (+2.18%)
At close: Sep 11, 2026 · 4:00 PM EDT

Interactive Brokers (IBKR) Tax Rate (2009 - 2026)

Interactive Brokers' (IBKR) quarterly Tax Rate came in at 8.1% in Q2 2026, down 77.0% year-over-year from 35.24% in Q2 2025, and down 10.78% quarter-over-quarter from 9.08% in Q1 2026.

Analysis

Interactive Brokers (IBKR) Tax Rate (2009 - 2026) Analysis & Trends

Interactive Brokers has disclosed Tax Rate across 18 years of filings, most recently posting 8.1% for Q2 2026.

  • In Q2 2026, Tax Rate fell 77.0% year-over-year to 8.1%; the TTM figure through Jun 2026 stood at 19.57% (down 47.0% YoY), while the FY2025 annual figure was 21.0%, changed 0.0% from the prior year.
  • Tax Rate came in at 8.1% for Q2 2026 at Interactive Brokers, down from 9.08% in the prior quarter.
  • In the past five years, Tax Rate ranged from a high of 56.99% in Q4 2023 to a low of 7.11% in Q1 2022.
  • Average Tax Rate over 5 years is 15.97%, with a median of 8.18% recorded in 2022.
  • Year-over-year, Tax Rate tumbled 432 bps in 2022 and surged 4886 bps in 2023.
  • Over 5 years, Tax Rate stood at 8.13% in 2022, then soared by 601 bps to 56.99% in 2023, then dropped by 6 bps to 53.75% in 2024, then slipped by 2 bps to 52.85% in 2025, then sank by 85 bps to 8.1% in 2026.
  • Per Business Quant data, the three most recent Tax Rate figures were 8.1% in Q2 2026, 9.08% in Q1 2026, and 52.85% in Q4 2025.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Tax Rate (Qtr)
1 Robinhood Markets 101.20 Bn 83.88 Bn 1.20 Bn 19.18%
2 Interactive Brokers 41.17 Bn -6.79 Bn - 8.10%
3 LPL Financial Holdings 27.86 Bn 25.16 Bn - 26.43%
4 Futu Holdings 15.80 Bn -3.84 Bn 792.50 Mn -16.34%
5 UP Fintech Holding 12.81 Bn 12.81 Bn - -27.60%
6 Xp 10.32 Bn 5.47 Bn 105.39 Mn -8.63%
7 Webull 4.83 Bn 2.90 Bn 85.87 Mn 29.82%
8 eToro 2.53 Bn 1.57 Bn 63.50 Mn 15.78%
9 Solowin Holdings 402.47 Mn 383.36 Mn - -
10 TOP Financial 127.44 Mn 82.47 Mn - 70.61%
Historic Data

Historic Data

Download Data
DateValue
Jun 30, 2026 8.10%
Mar 31, 2026 9.08%
Dec 31, 2025 52.85%
Sep 30, 2025 9.60%
Jun 30, 2025 8.88%
Mar 31, 2025 8.63%
Dec 31, 2024 53.75%
Sep 30, 2024 8.25%
Jun 30, 2024 8.07%
Mar 31, 2024 8.20%
Dec 31, 2023 56.99%
Sep 30, 2023 8.10%
Jun 30, 2023 7.82%
Mar 31, 2023 8.02%
Dec 31, 2022 8.13%
Sep 30, 2022 7.65%
Jun 30, 2022 8.16%
Mar 31, 2022 7.11%
Dec 31, 2021 9.38%
Sep 30, 2021 11.97%