财务数据和关键指标变化 - 公司第一季度净收入和税前利润均创历史新高 [12] - 佣金收入仅次于2021年第一季度的"记忆股"高峰,净利息收入也创历史新高 [12] - 公司税前利润率保持在行业领先的72% [12] 各条业务线数据和关键指标变化 - 期权交易量同比增长24%,大幅领先行业 [11] - 期货和股票交易量略有下降,与行业趋势一致 [33] - 客户资产规模增长36%至4660亿美元,接近5000亿美元 [10] - 客户信用余额创新高,达1049亿美元 [10] - 客户杠杆交易增加,推动了公司利息收入的增长 [11] 各个市场数据和关键指标变化 - 欧洲和亚洲市场的客户账户和资产增长最快 [14] - 个人客户是新增账户最快增长的客户群,引入经纪商和自营交易商紧随其后 [14] - 财富管理客户的资产增长最快,个人和引入经纪商次之 [14] - 自营交易商的佣金增长最快,净利息收入增长则由引入经纪商、对冲基金和个人客户带动 [14] 公司战略和发展方向及行业竞争 - 公司推出了"高触点"主经纪商服务,为对冲基金客户提供专属关系经理和24/5全球外包交易服务 [16] - 推出了全新的IBKR Desktop交易平台,简化了用户界面 [17][18] - 公司正在与多家引入经纪商合作,正在测试和集成他们的系统 [15] - 公司认为人工智能未来可能成为交易量增长的驱动力 [122][123] 管理层对经营环境和未来前景的评论 - 全球投资者对国际市场和美国市场的需求持续增长 [6] - 期权交易量持续增长,反映投资者对这一工具的认可度提高 [7] - 尽管不会再现2021年"记忆股"行情,但公司仍看好散户投资者的参与度 [55][56] - 公司对利率环境变化保持谨慎,不希望客户过度杠杆化 [83][84] 问答环节重要的提问和回答 问题1 **Craig Siegenthaler 提问** 公司大幅提高派息,是否意味着未来会继续提高派息,还是说缺乏并购机会所致? [51][52] **Milan Galik 回答** 公司保留了足够的资本用于潜在的并购,目前的派息水平是可持续的 [52][53] 问题2 **Benjamin Budish 提问** 公司在投资组合久期管理方面的策略,是否会随着收益率曲线变化而调整? [59][60] **Thomas Peterffy 回答** 只要收益率曲线保持倒挂,公司就会维持目前的短久期投资策略 [60] 问题3 **James Yaro 提问** 公司账户增长的可持续性如何,哪些客户群体和地区是增长的主要驱动力? [65][66] **Milan Galik 回答** 个人客户和引入经纪商是新增账户的主要来源,公司看好这些渠道的可持续性 [66][67]

财务表现 - Interactive Brokers Group, Inc. (IBKR)报告的第一季度营收为12亿美元，同比增长13.9%[1] - IBKR的每股收益为1.64美元，较去年同期的1.35美元有所增长[1] - IBKR的营收超出了Zacks Consensus Estimate的119亿美元，增幅为+0.99%[2] - IBKR的每股收益也超出了预期，为1.63美元[2] 关键指标 - IBKR在关键指标方面表现良好，包括净利差、总账户数、平均利息收入资产等[5][6][7] - IBKR的客户权益为4659亿美元，略低于分析师预期的466.32亿美元[9] 股票表现 - IBKR股票在过去一个月中表现良好，涨幅为+1.1%，目前具有Zacks Rank 1 (Strong Buy)的评级[10]

da-kuk Interactive Brokers' (NASDAQ:IBKR) shares are up about 38% since I initiated coverage in October 2023, compared to a gain of about 22% for the S&P 500 (SP500) over the same period. And as IBKR stock has overshot my previously guided target price of about $98, I think it is time to revisit my thesis. Overall, fueled by a strong Q4 report and a promising monthly metric performance from through the first three months of 2024, outperforming expectations, I remain very bullish on IBKR. While I previou ...

INTERACTIVE BROKERS GROUP ANNOUNCES 1Q2024 RESULTS — — — GAAP DILUTED EPS OF $1.61, ADJUSTED1 EPS OF $1.64 GAAP NET REVENUES OF $1,203 MILLION, ADJUSTED NET REVENUES OF $1,216 MILLION RAISES QUARTERLY DIVIDEND FROM $0.10 TO $0.25 GREENWICH, CT, April 16, 2024 — Interactive Brokers Group, Inc. (Nasdaq: IBKR), an automated global electronic broker, announced results for the quarter ended March 31, 2024. Reported diluted earnings per share were $1.61 for the current quarter and $1.64 as adjusted. For the year- ...

Wall Street analysts forecast that Interactive Brokers Group, Inc. (IBKR) will report quarterly earnings of $1.62 per share in its upcoming release, pointing to a year-over-year increase of 20%. It is anticipated that revenues will amount to $1.19 billion, exhibiting an increase of 12.3% compared to the year-ago quarter.Over the last 30 days, there has been an upward revision of 2.9% in the consensus EPS estimate for the quarter, leading to its current level. This signifies the covering analysts' collective ...

盈利预期 - Interactive Brokers Group, Inc. (IBKR) 预计在2024年3月报告的季度中，盈利将同比增长，收入也将增加[1] - 预计2024年4月16日发布的财报可能会使股价上涨，如果关键数字好于预期[2] - 分析师最近对公司的盈利前景变得乐观，这导致了预期盈利超过预期的情况[12] - Interactive Brokers 在过去四个季度中只有一次超过了预期盈利[14]

Momentum投资 - Momentum投资是跟随股票近期趋势的理念，可以是向任何方向[1] Zacks Momentum Style Score - Zacks Momentum Style Score是帮助我们解决哪些指标是最好关注的问题[2] Interactive Brokers Group, Inc. - Interactive Brokers Group, Inc.目前持有A级的Momentum Style Score[3] 股票表现 - Zacks Rank 1 (Strong Buy)和2 (Buy)以及Style Scores为A或B的股票在接下来的一个月内表现优于市场[4]

公司业绩 - Interactive Brokers Group, Inc. (IBKR)是金融部门中的一家公司，目前在Zacks Sector Rank排名第10位[2] - IBKR目前的Zacks Rank为2（买入），分析师对其全年盈利预期有所提高，显示公司盈利前景较为乐观[3] - IBKR今年迄今为止的回报率为38.4%，高于金融部门的平均回报率，表现优于同行公司[4]

Interactive Brokers Group, Inc. (IBKR) could be a solid choice for investors given its recent upgrade to a Zacks Rank #2 (Buy). An upward trend in earnings estimates -- one of the most powerful forces impacting stock prices -- has triggered this rating change.The sole determinant of the Zacks rating is a company's changing earnings picture. The Zacks Consensus Estimate -- the consensus of EPS estimates from the sell-side analysts covering the stock -- for the current and following years is tracked by the sy ...

Interactive Brokers Group, Inc. (IBKR) has released the Electronic Brokerage segment’s performance metrics for March 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) on a year-over-year basis but the metric declined sequentially.Total client DARTs for March were 2,412,000, which increased 17% from March 2023 but dipped 1% from the last month.Cleared client DARTs were 2,146, ...