Interactive Brokers (Nasdaq: IBKR) raises dividend as revenue climbs

What happened

Interactive Brokers Group, Inc. (Nasdaq: IBKR) reported third-quarter 2026 results on October 15. GAAP diluted EPS was $0.69 and adjusted EPS was $0.67. GAAP net revenues were $1.91 billion and adjusted net revenues were $1.87 billion. Income before income taxes was $1.50 billion, or $1.45 billion adjusted.

A year earlier, diluted EPS was $0.59 and adjusted EPS was $0.57. Net revenues were $1.66 billion and adjusted net revenues were $1.61 billion. Income before income taxes was $1.31 billion, or $1.27 billion adjusted.

Commission revenue rose 12% to $602 million. That came on 18% higher DARTs and higher regulatory fees. Other fees and services rose 33% to $88 million. Execution, clearing and distribution fees rose 46% to $134 million. The board raised the quarterly cash dividend 71.4% from $0.0875 to $0.15 per share.

Key numbers

Metric	Latest	Change	Source
GAAP diluted EPS	$0.69	from $0.59, +$0.10	SEC 8-K press release
GAAP net revenues	$1.91 billion	from $1.66 billion, +15.7%	SEC 8-K press release
Commission revenue	$602 million	from $537 million, +12%	SEC 8-K press release
Customer accounts	5.58 million	from 4.13 million, +35%	SEC 8-K press release
Net interest income	$1.15 billion	from $967 million, +19%	SEC 8-K press release

Read more: Interactive Brokers Group (IBKR) stock analysis and investment case

Why it matters

OptimistFi's case is that IBKR is still adding customers and activity at scale. Customer accounts increased 35% to 5.58 million. Total DARTs increased 18% to 4.27 million. Customer equity rose 27% to $964.7 billion. Customer margin loans increased 36% to $105.2 billion. Customer credits increased 20% to $186.2 billion.

Net interest income increased 19% to $1.15 billion, mainly on higher average customer margin loans and customer credit balances. Customer trading volume in futures increased 13%, while stocks and options volumes decreased 24% and 1%. Total equity was $23.3 billion. Receivables from customers, net of allowance for credit losses, rose to $105.59 billion from $90.47 billion.

The filing says pretax margin slipped to 78% from 79%, and net interest margin fell to 1.99% from 2.16%. Cleared customers' commission per cleared commissionable order also fell 4% to $2.59.

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What's next

Interactive Brokers will hold a conference call today, October 15, 2026, at 4:30 p.m. ET to discuss the quarter. The higher dividend is payable on December 14, 2026, to shareholders of record as of December 1, 2026.

The call will be the next check on account growth, trading activity and net interest margin.

Stronger account growth and DARTs would support the case, while more margin pressure would weaken it.

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