Interactive Brokers raises dividend to $0.15 after revenue falls short

Revenue of $1.91 billion missed the $1.93 billion analysts had expected, even as profit grew from a year earlier.

Interactive Brokers Group reported third-quarter earnings of $0.67 per share on revenue of $1.91 billion. Revenue came in below the $1.93 billion analysts had expected for the quarter, and per-share earnings landed two cents under the company's own comparison measure. A separate survey by AlphaStreet, tracking 11 analysts, had put consensus at $0.67 per share heading into the report, with revenue estimates starting from $1.81 billion.

Both figures mark an increase from the third quarter of 2025, when Interactive Brokers earned $0.57 per share on revenue of $1.61 billion, according to AlphaStreet. The latest quarter also comes in just below the $0.69 per share the company posted in the second quarter of 2026, when customer accounts had grown 34% from a year earlier to 5.19 million.

Account growth continued into September, the most recent month for which Interactive Brokers has published brokerage metrics. The company had 5.576 million client accounts, up 35% from a year earlier and 2% from the prior month, with ending client equity of $964.7 billion, up 27% from a year earlier. Daily average revenue trades totaled 4.111 million in September, up 6% from a year earlier but down 4% from August.

Interactive Brokers also raised its quarterly dividend from $0.0875 to $0.15 per share, an increase of more than 70%, payable December 14, 2026 to shareholders of record as of December 1, 2026. The combination of a revenue and earnings miss alongside a dividend increase of that size points to weaker-than-expected trading and interest income set against a signal of comfortable excess capital. The gap raises the question of whether the shortfall reflects a one-off dip in activity or a slower trend that the larger payout is meant to offset, and the distance of more than a year between the announcement and the payment date leaves room for conditions to change before holders see the higher dividend.