Shares of Interactive Brokers Group (IBKR) have surged 41.8% this year. This impressive rise has significantly outpaced the 8.8% rally of the industry it belongs to and the 12.2% growth of the Zacks S&P 500 composite.When compared with its peers in the brokerage space, IBKR’s performance is notably stronger. Charles Schwab (SCHW) has lost 9.2% and LPL Financial (LPLA) stock is down 12.4% in the same timeframe.Year-to-Date Price Performance Image Source: Zacks Investment Research The year has been a good one ...

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?Before we discuss the reliability of brokerage recommendations and how to use them to your advantage, let's see what these Wall Street heavyweights think about Interactive Brokers Group, Inc. (IBKR) .Interactive Brokers currently has an average brokerage ...

交易量增长 - 公司客户交易量中期权、股票和期货分别增长35%、26%和10%[265] - 2Q2024期权、期货和股票交易量较2Q2023分别增长36%、11%和26%[294,295] - 2Q2024客户期权、期货和股票交易量较2Q2023分别增长35%、10%和26%[297,298] - 2Q2024主要客户期权、期货和股票交易量较2Q2023分别增长44%、76%和24%[300,301] 收入增长 - 净利息收入增加14%至7.92亿美元,主要由于基准利率上升、客户保证金贷款和客户信用余额增加[327] - 客户余额净利息收入同比增加1.28亿美元,主要由于联邦基金有效利率从4.99%上升至5.33%、客户保证金贷款平均余额增加124亿美元、客户信用余额平均余额增加63亿美元[328] - 佣金收入增加1.06亿美元,同比增长16%,达到7.85亿美元,主要由于期权、期货和股票交易量增加[366] - 其他费用和服务收入增加3700万美元,同比增长41%,达到1.27亿美元,主要由于风险敞开费用、FDIC存款费用和支付的交易流订单费用增加[367] - 净利息收入增加2.08亿美元,同比增长16%,达到15.39亿美元,主要由于基准利率上升、客户保证金贷款和客户信用余额增加[369] 利润增长 - 税前利润率为72%,较上年同期的65%有所提高[281] - 当前季度税前利润增加2.28亿美元,同比增长35%,税前利润率为72%[362] - 当前六个月期间的税前利润为17.46亿美元,同比增长24%,税前利润率为72%[399] - 使用非公认会计准则(non-GAAP)计算的调整后税前利润为18.19亿美元,同比增长27%,调整后税前利润率为73%[400][411] 资产负债情况 - 总权益为152亿美元[281] - 公司的资产中约99%为流动资产,包括客户资金投资、客户相关和自营证券交易产生的有担保应收款项以及上市交易的有价证券[418] - 公司的合并股东权益增加20%至152亿美元,主要归因于综合收益总额,部分被分配和股息支付所抵消[423] - 公司现金、现金等价物和受限现金增加26.95亿美元至353亿美元[428] 经营活动现金流 - 经营活动产生的净现金流为33.04亿美元,主要由于证券分类为监管目的的投资减少71亿美元、借出证券增加43亿美元和客户信用余额增加24亿美元所致[428] - 投资和融资活动使用净现金4.97亿美元,主要用于向非控股权益进行分配、向普通股股东支付股息、根据税收优惠协议向Holdings付款以及偿还短期借款[428] 挑战与风险 - 公司面临的挑战包括零售投资者参与度波动、市场中心整合、价格竞争加剧、利率波动、监管变化等[283][284][285][286][287] - 通胀可能间接对公司经营业绩产生重大影响,体现在员工薪酬和福利费用上升等方面[433]

Interactive Brokers Group, Inc. (IBKR) has released the Electronic Brokerage segment’s performance metrics for July 2024. The segment deals with the clearance and settlement of trades for individual and institutional clients globally. It reported a rise in client Daily Average Revenue Trades (DARTs).Total client DARTs for July were 2,756,000, which increased 38.4% from July 2023 and 11.6% from last month.On an annualized basis, the Cleared Average DARTs per customer account was 206 for July 2024. The metric ...

CHICAGO, July 31, 2024 /PRNewswire/ -- ForecastEx LLC ("ForecastEx"), a CFTC registered Designated Contract Market ("DCM") and Derivative Clearing Organization ("DCO"), is pleased to announce the launch of its event contract market effective August 1, 2024. ForecastEx will operate as a fully integrated DCM and DCO, offering Futures Commission Merchants ("FCMs") and their customers the ability to hedge against or express conviction on the outcome of key economic and climate events using Forecast Contracts. F ...

Interactive Brokers Group, Inc. (IBKR) is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.Over the past month, shares of this company have returned -6.8%, compared to the Zacks S&P 500 composite's -0.4% change. During this period, the Zacks Financial - Investment Bank industry, which Interactive Brokers falls in, has gained 1.3%. The key question now is: What could be the stock's f ...

Interactive Brokers stock is trading at a record high, yet it's still inexpensive.Artificial intelligence (AI) stocks have been the center of attention for the past year, and for good reason. Nvidia, for example, has delivered a whopping return of more than 160% during the past 12 months alone on the back of soaring demand for its AI data center chips.But investors shouldn't forget about the rest of the market, because there are plenty of opportunities beyond AI. Interactive Brokers (IBKR -3.06%) is one of ...

Loading...Loading...Piper Sandler analyst Patrick Moley raised estimates for Interactive Brokers Group, Inc. IBKR following its second-quarter FY24 results yesterday.Interactive Brokers reported quarterly sales of $1.29 billion, which beat the analyst consensus estimate of $1.262 billion and EPS of $1.76, surpassing the analyst consensus estimate of $1.74.Moley writes that management indicated they are in the process of onboarding “a couple dozen” new IB relationships, which he anticipates will support ongo ...

财务数据和关键指标变化 - 公司本季度净收入和税前利润均创历史新高,净收入达到12.66亿美元,税前利润率达到72% [24][25][26][34] - 佣金收入达到4.06亿美元,仅次于2021年第一季度疫情期间的高点 [25] - 净利息收入达到7.92亿美元,创历史新高 [26] - 其他费用和服务收入同比增长45%,主要由风险敞口费用、交易所付款和FDIC存款费用增加带动 [28] 各条业务线数据和关键指标变化 - 期权合约量同比增长35%,创下新纪录 [37] - 期货合约量同比增长10%,为公司第二高的季度 [37] - 股票交易量同比增长26% [37] 各个市场数据和关键指标变化 - 欧洲和亚洲地区的客户账户和客户资产增长最快 [15] - 个人投资者、引入经纪商和自营交易商的账户增长最快,财务顾问的客户资产增长最快 [16] 公司战略和发展方向及行业竞争 - 公司持续推出新产品和服务,如加强ATS交易系统、推出面向财务顾问的新平台、增加交易品种等 [18][19][20][21][22] - 公司正在与多家引入经纪商合作,管线健康,已有HSBC在UAE上线,其他国家正在测试和上线 [17][58][60] - 公司认为期货、期权等衍生品交易将在全球范围内持续增长,是一个重要的发展机会 [86][87][88][89] 管理层对经营环境和未来前景的评论 - 宏观经济环境存在不确定性,包括利率变化、地缘政治局势等,但公司认为这些因素可能带来更多的交易活跃度 [74][75] - 如果美联储降息25个基点,公司年度净利息收入将减少5900万美元 [45][46] 其他重要信息 - 公司在纽约证券交易所的一宗交易错误导致损失,但无法通过现有规则进行追偿 [93][94] - 公司一直在努力提高自动化和技术水平,以提高运营效率,减少人工成本 [108][109] 问答环节重要的提问和回答 问题1 **Ben Budish 提问** 询问新增客户的特点,包括个人投资者和对冲基金 [49][50] **Milan Galik 回答** 新增客户正在逐步将资产转移到公司,带来了账户数、交易量、净利息收入等多方面的增长 [50][51] 问题2 **Craig Siegenthaler 提问** 询问HSBC合作的具体情况,包括现有客户迁移和新增客户的情况 [57][58][59][60] **Milan Galik 回答** HSBC在UAE的现有客户将迁移到公司平台,约1万个账户,其他国家的合作是新增客户 [58][60] 问题3 **Kyle Voigt 提问** 询问证券借贷收入的披露变化和计算方法 [78][79][82][83] **Paul Brody 回答** 公司将部分之前计入其他收入的证券借贷相关收入,重新归类到净利息收入中,以更准确反映这一业务的收益 [82][83]

For the quarter ended June 2024, Interactive Brokers Group, Inc. (IBKR) reported revenue of $1.23 billion, up 23% over the same period last year. EPS came in at $1.76, compared to $1.32 in the year-ago quarter.The reported revenue represents a surprise of -2.70% over the Zacks Consensus Estimate of $1.26 billion. With the consensus EPS estimate being $1.69, the EPS surprise was +4.14%.While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to ...