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
Download Data
Historic Data
| Date | Value |
|---|---|
| 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% |