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If You Invested $1000 in Interactive Brokers Group, Inc. a Decade Ago, This is How Much It'd Be Worth Now
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For most investors, how much a stock's price changes over time is important. Not only can it impact your investment portfolio, but it can also help you compare investment results across sectors and industries.
FOMO, or the fear of missing out, also plays a role in investing, particularly with tech giants and popular consumer-facing stocks.
What if you'd invested in Interactive Brokers Group, Inc. (IBKR - Free Report) ten years ago? It may not have been easy to hold on to IBKR for all that time, but if you did, how much would your investment be worth today?
Interactive Brokers Group, Inc.'s Business In-Depth
With that in mind, let's take a look at Interactive Brokers Group, Inc.'s main business drivers.
Incorporated in 1977 and headquartered in Greenwich, CT, Interactive Brokers Group Inc. operates as an automated global electronic broker. The company specializes in routing orders and executing and processing trades in securities, futures, foreign exchange instruments, bonds, mutual funds, exchange-traded funds (ETFs) and precious metals on more than 150 electronic exchanges and market centers in 34 countries and 27 currencies. Additionally, customers can use the company’s trading platform to trade certain cryptocurrencies through third-party cryptocurrency service providers.
In the United States, Interactive Brokers conducts its business primarily from Greenwich and Chicago. Across the globe, it conducts business through offices in Canada, the U.K., Ireland, Switzerland, Hungary, India, China (Hong Kong and Shanghai), Japan, Singapore, and Australia. As of March 31, 2025, the company had approximately 3,025 employees.
In April 2025, Interactive Brokers announced a four-for-one forward split of its common stock. Each record holder of common stock, as of market close on June 16, received three additional shares of common stock, which was distributed after the close of the market on June 17. Trading commenced on a split-adjusted basis at market open on June 18, 2025.
Prior to its IPO in 2007, Interactive Brokers conducted business through a limited liability company (LLC) structure. In connection with the IPO, the company purchased 10.0% of the membership interest in IBG LLC. As of March 31, 2025, Interactive Brokers’ primary assets were its ownership of 25.8% of the membership interests in IBG, Inc. The remaining 74.2% of the membership interests were held by IBG Holdings LLC.
As of March 31, 2025, Interactive Brokers had $157.7 billion in total assets, $3.5 billion in cash and cash equivalents and $17.5 billion in total equity. As of the same date, the company’s total customer accounts were 3.62 million and total customer Daily Average Revenue Trades (DARTs) were 3.52 million.
Bottom Line
Anyone can invest, but building a successful investment portfolio takes a combination of a few things: research, patience, and a little bit of risk. So, if you had invested in Interactive Brokers Group, Inc. a decade ago, you're probably feeling pretty good about your investment today.
According to our calculations, a $1000 investment made in July 2015 would be worth $5,410.42, or a gain of 441.04%, as of July 9, 2025, and this return excludes dividends but includes price increases.
In comparison, the S&P 500's gained 204.18% and the price of gold went up 173.13% over the same time frame.
Analysts are forecasting more upside for IBKR too.
Shares of Interactive Brokers have outperformed the industry in the past six months. Its efforts to develop proprietary software, lower compensation expenses relative to net revenues, enhance emerging market customers and global footprint, along with relatively high rates, are expected to continue to aid revenue growth. We project total net revenues (GAAP) to see a CAGR of 6.4% by 2027. The company's initiatives to expand its product suite and the reach of its services will support financials. Its enhanced capital distributions seem sustainable, given a solid liquidity position. Yet, high expenses (owing to technology upgrades and investments in the franchise) are expected to hurt bottom-line growth to some extent. Our estimates for total non-interest expenses imply a CAGR of 9% by 2027. High reliance on international revenues is a concern.
The stock has jumped 10.45% over the past four weeks. Additionally, no earnings estimate has gone lower in the past two months, compared to 1 higher, for fiscal 2025; the consensus estimate has moved up as well.
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If You Invested $1000 in Interactive Brokers Group, Inc. a Decade Ago, This is How Much It'd Be Worth Now
For most investors, how much a stock's price changes over time is important. Not only can it impact your investment portfolio, but it can also help you compare investment results across sectors and industries.
FOMO, or the fear of missing out, also plays a role in investing, particularly with tech giants and popular consumer-facing stocks.
What if you'd invested in Interactive Brokers Group, Inc. (IBKR - Free Report) ten years ago? It may not have been easy to hold on to IBKR for all that time, but if you did, how much would your investment be worth today?
Interactive Brokers Group, Inc.'s Business In-Depth
With that in mind, let's take a look at Interactive Brokers Group, Inc.'s main business drivers.
Incorporated in 1977 and headquartered in Greenwich, CT, Interactive Brokers Group Inc. operates as an automated global electronic broker. The company specializes in routing orders and executing and processing trades in securities, futures, foreign exchange instruments, bonds, mutual funds, exchange-traded funds (ETFs) and precious metals on more than 150 electronic exchanges and market centers in 34 countries and 27 currencies. Additionally, customers can use the company’s trading platform to trade certain cryptocurrencies through third-party cryptocurrency service providers.
In the United States, Interactive Brokers conducts its business primarily from Greenwich and Chicago. Across the globe, it conducts business through offices in Canada, the U.K., Ireland, Switzerland, Hungary, India, China (Hong Kong and Shanghai), Japan, Singapore, and Australia. As of March 31, 2025, the company had approximately 3,025 employees.
In April 2025, Interactive Brokers announced a four-for-one forward split of its common stock. Each record holder of common stock, as of market close on June 16, received three additional shares of common stock, which was distributed after the close of the market on June 17. Trading commenced on a split-adjusted basis at market open on June 18, 2025.
Prior to its IPO in 2007, Interactive Brokers conducted business through a limited liability company (LLC) structure. In connection with the IPO, the company purchased 10.0% of the membership interest in IBG LLC. As of March 31, 2025, Interactive Brokers’ primary assets were its ownership of 25.8% of the membership interests in IBG, Inc. The remaining 74.2% of the membership interests were held by IBG Holdings LLC.
As of March 31, 2025, Interactive Brokers had $157.7 billion in total assets, $3.5 billion in cash and cash equivalents and $17.5 billion in total equity. As of the same date, the company’s total customer accounts were 3.62 million and total customer Daily Average Revenue Trades (DARTs) were 3.52 million.
Bottom Line
Anyone can invest, but building a successful investment portfolio takes a combination of a few things: research, patience, and a little bit of risk. So, if you had invested in Interactive Brokers Group, Inc. a decade ago, you're probably feeling pretty good about your investment today.
According to our calculations, a $1000 investment made in July 2015 would be worth $5,410.42, or a gain of 441.04%, as of July 9, 2025, and this return excludes dividends but includes price increases.
In comparison, the S&P 500's gained 204.18% and the price of gold went up 173.13% over the same time frame.
Analysts are forecasting more upside for IBKR too.
Shares of Interactive Brokers have outperformed the industry in the past six months. Its efforts to develop proprietary software, lower compensation expenses relative to net revenues, enhance emerging market customers and global footprint, along with relatively high rates, are expected to continue to aid revenue growth. We project total net revenues (GAAP) to see a CAGR of 6.4% by 2027. The company's initiatives to expand its product suite and the reach of its services will support financials. Its enhanced capital distributions seem sustainable, given a solid liquidity position. Yet, high expenses (owing to technology upgrades and investments in the franchise) are expected to hurt bottom-line growth to some extent. Our estimates for total non-interest expenses imply a CAGR of 9% by 2027. High reliance on international revenues is a concern.
The stock has jumped 10.45% over the past four weeks. Additionally, no earnings estimate has gone lower in the past two months, compared to 1 higher, for fiscal 2025; the consensus estimate has moved up as well.