---
title: "Weekly Recap | Interactive Brokers -3.36%, UBS cuts to neutral"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/298098597.md"
description: "Interactive Brokers (IBKR) fell 3.36% this week to $92.62, while the S&P 500 added 0.09%, leaving the stock about 3.45 percentage points behind the index. Price action was choppy: after touching an intraweek high of $97.89 on Monday, the stock slid for two days, hit an intraweek low of $88.53 on Wednesday, then rebounded to $92.95 on Thursday before settling at $92.62 on Friday. Full-week amplitude reached 9.8%, and average daily volume of 4."
datetime: "2026-09-05T07:05:44.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/298098597.md)
  - [en](https://longbridge.com/en/news/298098597.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/298098597.md)
generator: "portal-rs"
---

# Weekly Recap | Interactive Brokers -3.36%, UBS cuts to neutral

## The Week

Interactive Brokers (IBKR) fell 3.36% this week to $92.62, while the S&P 500 added 0.09%, leaving the stock about 3.45 percentage points behind the index. Price action was choppy: after touching an intraweek high of $97.89 on Monday, the stock slid for two days, hit an intraweek low of $88.53 on Wednesday, then rebounded to $92.95 on Thursday before settling at $92.62 on Friday. Full-week amplitude reached 9.8%, and average daily volume of 4.18m shares ran slightly below the 60-day median.

## Key Events

The week’s narrative began with rates. Early trading put IBKR in the rate-sensitive bucket as the market reassessed the odds of Fed hikes. On Tuesday the company reported August brokerage metrics, with DARTs at 4,276,000, down 3% from July. The same day UBS cut the stock to neutral, and IBKR dropped 5.06% on 1 September, placing it among the day’s bottom performers. Sentiment recovered somewhat over the next two sessions, with a 4.17% bounce on 3 September drawing attention. There were no regulatory or major partnership announcements from the company this week; the stock was mostly pulled between rate expectations and the rating change.

## Analyst Ratings

Fifteen firms cover Interactive Brokers: 7 rate it buy, 2 overweight, 4 hold, 1 underweight, and 1 has no opinion; none rate it sell. The consensus rating is buy, with a consensus target of $105.74, about 14.2% above the $92.62 close. The target range is wide—from a low of $70.00 to a high of $121.00—pointing to real disagreement on the path ahead. Within the investment banking and brokerage industry, IBKR ranks 7th by coverage size among 32 peers.

## The Week Ahead

The macro calendar is heavy, centred on Thursday 10 September: initial jobless claims, final-demand PPI and core PPI ex food and energy, alongside a 10-year Treasury auction and existing home sales. PPI and the auction outcome will feed rate expectations, which remain a key variable for this rate-sensitive name. On Tuesday 8 September the NFIB small-business optimism index offers an early read on US economic activity. No company-specific earnings or event dates are currently disclosed.

## In Short

IBKR lagged the S&P 500 by roughly 3.45 percentage points this week, yet the sell-side consensus remains buy with a target about 14.2% above spot. Valuation is not cheap at roughly 35.6x P/E and 6.8x P/B, and the latest session’s flow data shows small-lot money leaning more to the sell side than large-lot money. Rate expectations, rating dispersion and valuation set up the near-term tension; next week’s PPI and Treasury auction will test whether the market’s rate path keeps pressing on the stock.

*This article is generated by LongbridgeAI from market data, for information only and not investment advice.*

### Related Stocks

- [IBKR.US](https://longbridge.com/en/quote/IBKR.US.md)

## Related News & Research

- [Interactive Brokers Integrates with X Cashtags | IBKR Stock News](https://longbridge.com/en/news/299076415.md)
- [Interactive Brokers Introduces a More Cost-Efficient Approach to Margin Trading in Japan | IBKR Stock News](https://longbridge.com/en/news/299110288.md)
- [IBKR's custody pitch to RIAs focuses on low fees, growth potential](https://longbridge.com/en/news/298508398.md)
- [Santander wins UK appeal over $912 million AXA US PPI ruling](https://longbridge.com/en/news/299047148.md)
- [Interactive Brokers grew its customer accounts 34% in a year. Here's the bull case before Q2 earnings.](https://longbridge.com/en/news/293128729.md)

---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**