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Financial Services · Capital Markets · Price, fundamentals, signals, and forward-looking context in one research view.
Financial Services
$163B
36.0%
38.34
Current price
$97.29
+1.5% todayUpdated 28 min ago
Open
$96.61
Previous close
$95.84
Day range
$94.43 – $97.89
Volume
N/A
38.3x P/E
Awaiting filing
36.0% yield
65/100 measured
Moderate liquidity
IBKR has a positive bias over 30 days and strong upside over one year.
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Expected move
+1.29%
Expected price
$98.07
Lower path
$93.32
Upper path
$102.83
Confidence
Whisone is bullish because fundamentals are solid at 74/100 while there is no strong bear warning from the current data. Whisone has moderate conviction here. The final read is being balanced by the weighted scores for fundamentals, technicals, insider flow, sentiment, event flow, and liquidity.
Whisone v2 splits the read into weighted parts so the score is not just one hidden number.
Fundamentals
Growth, margins, cash flow, and valuation.
Latest net profit
$312M
TTM (2026-06-30)
ROE
24.0%
Return on equity
ROA
2.3%
Return on assets
Debt / equity
0.00
Lower is usually safer.
P/B ratio
7.31
Useful for book value support.
Dividend yield
36.0%
Current income signal.
84/100
Direction
Range-bound
Main supports
Business quality and balance-sheet strength are supporting the outlook.
Recent price behavior and momentum still support follow-through.
Recent price and fundamentals refreshes improve signal reliability.
What can go wrong
Volatility is elevated, so the path can stay rough even if the thesis is right.
Fair value
$100.99
Analyst view
Buy
Analyst target
$106.13
Forecast refresh
Updated 2h ago
Quality score
73
Growth score
50
These are the external analyst numbers and business outlook figures already synced into the company record.
No external analyst outlook is available for this company yet.
$0.06
2024-11-29
Payment: TBA | Qualification: 2024-11-29 | Yield at declaration: N/A
$0.06
2024-08-30
Payment: TBA | Qualification: 2024-08-30 | Yield at declaration: N/A
A plain-English reading of momentum, trend, volatility, range position, and trading participation.
RSI
N/A
Momentum data is not available yet.
Recent trend
Rising
+10.6% across the latest saved price window.
Volatility
High
Beta is 1.34. Price may swing more than the wider market.
52-week position
96% of range
Price is trading close to its 52-week high.
Volume confirmation
N/A
Comparable volume data is not available.
data_localisation
IBKR may also move because the FINANCIAL SERVICES sector may move with data_localisation. Confidence 67%.
The circular mandates all payment transaction data generated in Nigeria be stored and managed on servers within Nigeria by Jan 1, 2027, and applies broadly across financial institutions and payment participants.
heightened_AML_reporting
IBKR may also move because the FINANCIAL SERVICES sector may move with heightened_aml_reporting. Confidence 67%.
The NFIU report shows banks and other financial institutions submitted large volumes of STRs and CTRs in 2025 and regulators intensified AML/CTF compliance across the financial system.
market_structure
IBKR may also move because the FINANCIAL SERVICES sector may move with market_structure. Confidence 67%.
New market-structure requirements (25%/15% caps and monthly market-share reporting) target concentration risks across the payments industry and will impact banks, fintechs and PSPs in the financial services sector.
regulation
IBKR may also move because the FINANCIAL SERVICES sector may move with regulation. Confidence 67%.
FTSE Russell's reclassification is described as a game-changer for the Nigerian Exchange (NGX), implying NGX Group benefits from restored Frontier status.
third-party/cloud operational risk
IBKR may also move because the FINANCIAL SERVICES sector may move with third-party/cloud operational risk. Confidence 67%.
The piece argues the financial system is exposed to risks from external cloud, telecoms and fintech providers and calls for ecosystem-wide supervision to safeguard financial stability.
increased trading activity / liquidity
IBKR may also move because the FINANCIAL SERVICES sector may benefit from increased trading activity / liquidity. Confidence 67%.
The Financial Services Industry accounted for 11.212bn shares (92.25% of volume) and N88.991bn in value, dominating weekly market activity.
insurance_sell_off
IBKR may also move because the FINANCIAL SERVICES sector may be hurt by insurance_sell_off. Confidence 67%.
The insurance sub-sector is described as the biggest underperformer with multiple insurers posting double-digit or large single-digit declines.
IBKR
Interactive Brokers Group, Inc.
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P/E: 38.336
Yield: 36.0%
AFL
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P/E: 12.569578
Yield: 2.1%
AIG
American International Group, Inc.
Price: $76.36
P/E: 13.987273
Yield: 2.6%
AJG
Arthur J. Gallagher & Co.
Price: $262.15
P/E: 43.085346
Yield: 1.1%
Industry
Capital Markets
Employees
3265
Exchange
NMS
Ticker
IBKR
