Interactive Brokers (IBKR) Tax Rate (2009 - 2026)
Interactive Brokers (IBKR) posted Tax Rate of 8.10% for Q2 2026, down 0.77 percentage points from 8.88% a year earlier and down 0.98 percentage points from the prior quarter.
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Analysis
Interactive Brokers (IBKR) Tax Rate (2009 - 2026) Analysis & Trends
For the trailing twelve months through Jun 30, 2026, Tax Rate at Interactive Brokers was 8.59%, up 0.43 percentage points year-over-year; for FY2025, it was 8.68%, up 0.88 percentage points from FY2024.
- Annual Tax Rate shows a five-year change of +2.55 percentage points (FY2020 to FY2025).
- In prior years, Interactive Brokers' Tax Rate was 7.79% in FY2024 (-0.58 pp), 8.37% in FY2023 (+0.57 pp), 7.81% in FY2022 (-0.64 pp) and 8.45% in FY2021 (+2.32 pp).
- Quarterly Tax Rate has run from a low of 6.83% in Q4 2024 to a high of 11.97% in Q3 2021 over five years.
- On a year-over-year basis, Tax Rate increased in six of the last eight quarters, with an average year-over-year change of +0.08 percentage points.
- The strongest year-over-year quarter for Tax Rate in the past five years was Q4 2021, with a gain of 6.32 percentage points; the weakest was Q3 2022, with a drop of 4.32 percentage points.
- According to Business Quant data, Tax Rate for the three prior quarters was 9.08% (Q1 2026), 7.62% (Q4 2025) and 9.60% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Robinhood Markets | 101.35 Bn | 82.45 Bn | - | 19.18% |
| 2 | Bank of New York Mellon | 98.65 Bn | 38.02 Bn | - | 20.95% |
| 3 | Cme | 94.54 Bn | 94.54 Bn | - | 21.53% |
| 4 | Intercontinental Exchange | 84.23 Bn | 78.04 Bn | - | 24.24% |
| 5 | Nasdaq | 50.77 Bn | 48.20 Bn | 1.50 Bn | 22.36% |
| 6 | State Street | 48.31 Bn | 48.31 Bn | - | 21.96% |
| 7 | Interactive Brokers | 39.79 Bn | 33.24 Bn | - | 8.10% |
| 8 | Northern Trust | 31.37 Bn | 31.37 Bn | - | 25.59% |
| 9 | Cboe Global Markets | 28.34 Bn | 20.00 Bn | 731.60 Mn | 28.62% |
| 10 | LPL Financial Holdings | 24.92 Bn | 20.24 Bn | - | 26.43% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 8.10% |
| Mar 31, 2026 | 9.08% |
| Dec 31, 2025 | 7.62% |
| Sep 30, 2025 | 9.60% |
| Jun 30, 2025 | 8.88% |
| Mar 31, 2025 | 8.63% |
| Dec 31, 2024 | 6.83% |
| Sep 30, 2024 | 8.25% |
| Jun 30, 2024 | 8.07% |
| Mar 31, 2024 | 8.20% |
| Dec 31, 2023 | 9.44% |
| 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% |
API Access
Interactive Brokers Tax Rate API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=tax-rate&ticker=IBKR&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "tax-rate", "ticker": "IBKR", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=tax-rate&ticker=IBKR&period=max&api_key=YOUR_API_KEY");
const data = await res.json();