IBKR
Interactive Brokers Group, Inc. Financial Services - Capital Markets Investor Relations →
Interactive Brokers Group, Inc. (IBKR) closed at $87.99 as of 2026-07-31, trading 111.0% above its 200-week moving average of $41.69. The stock is currently moving closer to the line, down from 122.0% last week. The 14-week RSI sits at 60, indicating neutral momentum.
Trading volume is running at 1.3x of its 14-week average, which is in the normal range. The balance between buying and selling volume (0.82 ratio) is neutral — neither side is clearly dominating.
Over the past 956 weeks of data, IBKR has crossed below its 200-week moving average 15 times. On average, these episodes lasted 19 weeks. Historically, investors who bought IBKR at the start of these episodes saw an average one-year return of +27.5%.
With a market cap of $149.3 billion, IBKR is a large-cap stock. Return on equity stands at 24.0%, indicating strong profitability. The stock trades at 6.7x book value.
Share count has increased 8.2% over three years, indicating dilution.
Over the past 18.3 years, a hypothetical investment of $100 in IBKR would have grown to $1445, compared to $755 for the S&P 500. That represents an annualized return of 15.7% vs 11.7% for the index — confirming IBKR as a market-beating investment and the kind of quality company where buying during 200-week moving average touches has historically been rewarded.
Free cash flow has been growing at a 59.2% compound annual rate, with 4 consecutive years of positive cash generation.
Business Health
Annual financials — how the underlying business has performed over the past several years.
Cash Flow Free cash flow & net income ($M)
Revenue Annual revenue ($M) — business growth proxy
Total Debt Balance sheet debt ($M)
ROIC Return on invested capital (%)
FCF Yield Free cash flow / market cap (%) — Yartseva signal
Gross Margin Pricing power & competitive moat (%)
Shares Outstanding Buybacks vs dilution (millions)
Growth of $100: IBKR vs S&P 500
Monthly data normalized to $100 at start. Vertical dashed lines mark 200-week MA touches.
What Happens After IBKR Crosses Below the Line?
Across 15 historical episodes, buying IBKR when it crossed below its 200-week moving average produced an average return of +28.5% after 12 months (median +33.0%), compared to +17.1% for the S&P 500 over the same periods. 87% of those episodes were profitable after one year. After 24 months, the average return was +64.3% vs +37.2% for the index.
Each line shows $100 invested at the moment IBKR crossed below its 200-week MA. Bold blue = stock average. Gray dashed = S&P 500 average over same periods.
Bean Score Experimental
The Bean Score measures how far a stock's free cash flow yield has deviated from its own quarterly baseline, normalized by the stock's historical behavior. Between earnings dates, FCF is constant — so the score is purely a function of stock price. The levels below show at what prices IBKR would reach each dislocation threshold.
Dislocation Price Levels
Prices where IBKR's Bean Score would hit each σ threshold. Valid until next earnings report (date TBD — last report: 2026-03-31).
| Level | σ | Price | Signal |
|---|---|---|---|
| Deep Value | +2σ | $63.35 | Unusually cheap — potential buy zone |
| Value | +1σ | $69.54 | Cheap vs. own history |
| Fair Value | +0σ | $77.08 | Historical mean behavior |
| Expensive | -1σ | $86.45 | Expensive vs. own history |
| Deep Expensive | -2σ | $98.41 | Unusually expensive — potential trim zone |
Quarterly FCF & Yield Trailing twelve-month free cash flow and yield at each quarter end
Signal Accuracy Collecting Data
The Bean Score system is accumulating weekly data to validate signal accuracy. After 13+ weeks of history, this section will display win rates and average returns for each σ threshold crossing — answering the question: "When this score says cheap or expensive, does the price subsequently move in the expected direction?"
Theoretical framework — not backtested or forward-tested. The Bean Score uses trailing twelve-month free cash flow yield as a dislocation identifier. It measures whether the market has pushed a stock's yield unusually far from its own baseline behavior. These levels are reference points for identifying potential swing trade opportunities, not buy/sell signals. FCF values update quarterly with earnings; between reports, all movement is price-driven.
Dislocation Scores Experimental
Each score measures deviation from IBKR's own historical baseline — the same idea as the Bean Score, applied to different fundamentals. Positive means cheaper or more dislocated than this stock's norm. Scores marked σ are normalized by the stock's own variability; pp values are simple deltas from its recent baseline.
Theoretical framework — not backtested. These scores describe how unusual today's readings are for this specific company. They are starting points for research, not buy or sell signals. Annual-statement scores (buyback, accruals, FCF vs history) rest on only ~4 yearly data points and are deltas, not sigmas.
Historical Touches
IBKR has crossed below its 200-week MA 15 times with an average 1-year return of +27.5% after recovery.
| Crossed Below | Recovered | Weeks | Max Depth | 1-Year Return | Return Since Touch |
|---|---|---|---|---|---|
| Apr 2008 | Apr 2008 | 2 | 4.0% | -42.1% | +1586.8% |
| Jul 2008 | Mar 2012 | 189 | 48.9% | -33.9% | +1668.4% |
| Apr 2012 | Nov 2012 | 31 | 11.7% | -2.3% | +2583.4% |
| Dec 2012 | Feb 2013 | 8 | 8.2% | +70.2% | +2602.9% |
| Feb 2013 | Mar 2013 | 1 | 0.7% | +55.4% | +2606.5% |
| Apr 2013 | Apr 2013 | 3 | 2.6% | +51.4% | +2625.2% |
| Aug 2019 | Sep 2019 | 3 | 4.0% | +12.5% | +685.2% |
| Oct 2019 | Nov 2019 | 5 | 5.3% | +13.0% | +714.1% |
| Dec 2019 | Jan 2020 | 5 | 2.2% | +17.6% | +674.6% |
| Jan 2020 | Feb 2020 | 2 | 2.8% | +45.6% | +667.2% |
| Mar 2020 | Jul 2020 | 18 | 23.8% | +57.8% | +660.2% |
| Sep 2020 | Oct 2020 | 4 | 4.9% | +33.4% | +667.3% |
| Oct 2020 | Nov 2020 | 3 | 5.3% | +51.7% | +635.4% |
| May 2022 | May 2022 | 2 | 2.9% | +40.1% | +555.3% |
| Jun 2022 | Jul 2022 | 6 | 2.8% | +42.1% | +536.8% |
| Average | 19 | — | +27.5% | — |
Frequently Asked Questions
Is IBKR below its 200-week moving average?
No. Interactive Brokers Group, Inc. (IBKR) is currently 111.0% above its 200-week moving average of $41.69. It would need to fall to $41.69 to cross below the line.
What is IBKR's 200-week moving average price?
Interactive Brokers Group, Inc.'s 200-week moving average is $41.69 as of 2026-07-31. This is the average weekly closing price over roughly the last 4 years, and it acts as a long-term trend line. When a stock drops below this level, it can signal that the price has fallen far enough from the long-term trend to attract value-oriented investors.
What happens when IBKR drops below its 200-week moving average?
IBKR has crossed below its 200-week moving average 15 times in our data. On average, buying at that moment produced a one-year return of +27.5%. These dips have historically been decent entry points. These episodes lasted 19 weeks on average.
Is IBKR a good value right now?
Here's what our data says about IBKR as of 2026-07-31: The stock is above its 200-week moving average, so it doesn't currently meet our primary signal. The 14-week RSI is 60. Return on equity is 24.0%. Price-to-book is 6.7x. This is not a buy or sell recommendation — always do your own research.
How does IBKR compare to the S&P 500?
Over the past 18.3 years, $100 invested in IBKR would have grown to $1445, compared to $755 for the S&P 500. That's 15.7% annualized vs 11.7% for the index. IBKR has outperformed the broader market over this period.
Does IBKR pay a dividend?
Yes. Interactive Brokers Group, Inc. currently pays a dividend yield of 39.00%.
Not financial advice. This is an educational tool. Past performance does not guarantee future results. Do your own research before making investment decisions.
Data as of week of 2026-07-31