Interactive Brokers (IBKR) Tax Rate (2009 - 2025)
Interactive Brokers (IBKR) posted Tax Rate of 7.62% for Q4 2025, down 20.7% sequentially from 9.6% in Q3 2025, and up 2848.0% YoY from 0.26% in Q4 2024.
Interactive Brokers (IBKR) Tax Rate (2009 - 2025) Analysis & Trends
Interactive Brokers has reported Tax Rate for 17 years, with the latest figure at 7.62% in Q4 2025.
- Quarterly Tax Rate rose 2848.0% year-over-year to 7.62% in Q4 2025, while the trailing twelve-month figure through Mar 2026 was 6.45% (up 594.0% YoY) and the FY2025 annual result came in at 8.68%, changed N/A from the prior year.
- Tax Rate fell to 7.62% in Q4 2025 per IBKR's latest filing, from 9.6% in the prior quarter.
- Over five years, Tax Rate peaked at 11.97% in Q3 2021 and troughed at 20.87% in Q4 2024.
- A 5-year average of 6.62% and a median of 8.08% in 2023 frame the typical range for Tax Rate.
- The sharpest annual moves came in 2024 and 2025: Tax Rate sank 2663 bps in 2024, then surged 2848 bps in 2025.
- Over 5 years, Tax Rate stood at 9.38% in 2021, then sank by 44 bps to 5.22% in 2022, then advanced by 10 bps to 5.76% in 2023, then sank by 462 bps to 20.87% in 2024, then soared by 136 bps to 7.62% in 2025.
- According to Business Quant data, Tax Rate over the past three periods registered 7.62%, 9.6%, and 8.88% for Q4 2025, Q3 2025, and Q2 2025 respectively.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Morgan Stanley | 338.83 Bn | 205.30 Bn | - | 23.07% |
| 2 | Goldman Sachs | 316.34 Bn | -660.01 Bn | - | 22.60% |
| 3 | Schwab Charles | 220.55 Bn | 135.80 Bn | - | 22.24% |
| 4 | Futu Holdings | 121.48 Bn | 105.59 Bn | 733.58 Mn | -16.38% |
| 5 | Robinhood Markets | 84.07 Bn | 66.74 Bn | 1.20 Bn | 19.18% |
| 6 | Iren | 68.17 Bn | 65.95 Bn | 104.86 Mn | 2.46% |
| 7 | ATIF Holdings | 45.42 Bn | 45.42 Bn | - | - |
| 8 | Interactive Brokers | 39.54 Bn | -3.28 Bn | - | - |
| 9 | LPL Financial Holdings | 28.27 Bn | 25.57 Bn | - | 26.43% |
| 10 | Tradeweb Markets | 23.53 Bn | 22.17 Bn | - | 23.50% |
Historic Data
Download Data| Date | Value |
|---|---|
| Dec 31, 2025 | 7.62% |
| Dec 31, 2025 | 7.62% |
| Dec 31, 2025 | 7.62% |
| Sep 30, 2025 | 9.60% |
| Sep 30, 2025 | 9.60% |
| Sep 30, 2025 | 9.60% |
| Jun 30, 2025 | 8.88% |
| Jun 30, 2025 | 8.88% |
| Jun 30, 2025 | 8.88% |
| Mar 31, 2025 | 8.63% |
| Mar 31, 2025 | 8.63% |
| Mar 31, 2025 | 8.63% |
| Dec 31, 2024 | -20.87% |
| Dec 31, 2024 | -20.87% |
| Dec 31, 2024 | -20.87% |
| Sep 30, 2024 | 8.25% |
| Sep 30, 2024 | 8.25% |
| Sep 30, 2024 | 8.25% |
| Jun 30, 2024 | 8.07% |
| Jun 30, 2024 | 8.07% |