Shares of Interactive Brokers (IBKR.O) declined sharply today, hitting a 20-day low as the competitive landscape in the brokerage sector intensifies. The stock's recent downturn signals increased bearish momentum, reflecting investor concerns over market share amidst strong performances from rivals like Charles Schwab and Robinhood. Charles Schwab reported a 20.1% increase in total client assets, reaching $11.83 trillion, while Robinhood saw a staggering 114.5% rise in platform assets, highlighting the growing competition for retail investors. Additionally, Interactive Brokers reported a 58.4% year-over-year increase in Daily Average Revenue Trades (DARTs), reaching 4,472,000, suggesting robust trading activity but not enough to stave off the current price decline.
Wall Street analysts forecast IBKR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for IBKR is 81.43 USD with a low forecast of 75.00 USD and a high forecast of 91.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
7 Analyst Rating
Wall Street analysts forecast IBKR stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for IBKR is 81.43 USD with a low forecast of 75.00 USD and a high forecast of 91.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
6 Buy
1 Hold
0 Sell
Strong Buy
Current: 75.450
Low
75.00
Averages
81.43
High
91.00
Current: 75.450
Low
75.00
Averages
81.43
High
91.00
BMO Capital
Outperform
maintain
$80 -> $82
2026-01-21
Reason
BMO Capital
Price Target
$80 -> $82
AI Analysis
2026-01-21
maintain
Outperform
Reason
BMO Capital raised the firm's price target on Interactive Brokers to $82 from $80 and keeps an Outperform rating on the shares after its Q4 earnings beat. Taxes were a 5c tailwind, but pretax earnings beat consensus by 12c/share, so the results are seen as "solid", the analyst tells investors in a research note. Net interest income also benefited from the lag from lower rates to asset yields, the firm added.
Barclays
Overweight
maintain
$82 -> $83
2026-01-21
Reason
Barclays
Price Target
$82 -> $83
2026-01-21
maintain
Overweight
Reason
Barclays raised the firm's price target on Interactive Brokers to $83 from $82 and keeps an Overweight rating on the shares. The company's Q4 earnings beat by 9%, with a sales and margin beat, and a lower tax rate adding a couple pennies. Interactive's tone on the enrings call "was quite confident, with management suggesting there is no reason account growth should slow," the analyst tells investors in a research note.
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Barclays
Overweight
maintain
$81 -> $82
2026-01-08
Reason
Barclays
Price Target
$81 -> $82
2026-01-08
maintain
Overweight
Reason
Barclays raised the firm's price target on Interactive Brokers to $82 from $81 and keeps an Overweight rating on the shares. The firm updated targets in the brokers, asset managers and exchanges group ahead of the Q4 reports. Total volumes across equities, options, and futures "rose nicely" quarter-over-quarter and volatility picked up sequentially, the analyst tells investors in a research note.
Barclays
Overweight
maintain
$80 -> $81
2025-12-12
Reason
Barclays
Price Target
$80 -> $81
2025-12-12
maintain
Overweight
Reason
Barclays raised the firm's price target on Interactive Brokers to $81 from $80 and keeps an Overweight rating on the shares. The firm adjusted targets in the brokers, asset managers and exchanges group as part of its 2026. Market conditions "look constructive" going into 2026, particularly for the alternative asset managers and wealth brokers, the analyst tells investors in a research note. Barclays sees a more mixed outlook for the exchanges and traditional asset managers.
About IBKR
Interactive Brokers Group, Inc. is an automated global electronic broker. The Company custodies and services accounts for hedge and mutual funds, exchange-traded funds (ETFs), registered investment advisors, proprietary trading groups, introducing brokers and individual investors. It specializes in routing orders and executing and processing trades in stocks, options, futures, foreign exchange instruments (forex), bonds, mutual funds, ETFs, precious metals, and forecast contracts on more than 160 electronic exchanges and market centers in 36 countries and 28 currencies around the world. In addition, its customers can use its trading platform to trade certain cryptocurrencies through third-party cryptocurrency service providers that execute, clear and custody the cryptocurrencies. Its trading platforms include IBKR Desktop, IBKR Trader Workstation, IBKR Mobile, IBKR Client Portal and others. Its key product offerings include IBKR Pro, IBKR Lite, and IBKR Universal Account.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
