What Happened?
Shares of electronic brokerage firm Interactive Brokers (NASDAQ: IBKR) jumped 2.7% in the morning session after the company reported a significant increase in key operating metrics for September 2025.
The company posted 3.864 million Daily Average Revenue Trades (DARTs), a key measure of customer activity. This figure was 47% higher than the same month in the previous year and 11% higher than the previous month. Furthermore, ending client equity grew to $757.5 billion, a 40% increase year-over-year, while client margin loan balances rose 39% to $77.3 billion. Following the strong performance data, Citigroup raised its price target on the stock to $75 from $65, though it maintained a Neutral rating. The company also announced the introduction of new tax-efficient investment accounts for its clients in Sweden.
After the initial pop the shares cooled down to $70.32, up 2.3% from previous close.
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What Is The Market Telling Us
Interactive Brokers’s shares are quite volatile and have had 17 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful but not something that would fundamentally change its perception of the business.
The previous big move we wrote about was 27 days ago when the stock dropped 6% on the news that a much weaker-than-expected August jobs report triggered a broad market sell-off amid concerns about the U.S. economy.
The U.S. economy added only 22,000 jobs in August, falling significantly short of the 75,000 that forecasters had anticipated. This disappointing hiring data, coupled with the unemployment rate climbing to a 46-month high of 4.3%, sparked what one report called "jobs angst" on Wall Street. The weak labor market figures prompted a bearish reversal in the stock market, pulling down equities as investors weighed the implications for economic growth. While the poor data may increase the likelihood of the Federal Reserve cutting interest rates, the immediate market reaction was negative due to fears of an economic slowdown.
Interactive Brokers is up 54.2% since the beginning of the year, and at $70.32 per share, has set a new 52-week high. Investors who bought $1,000 worth of Interactive Brokers’s shares 5 years ago would now be looking at an investment worth $5,750.
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