IBTA

Ibotta, Inc.

NYSE · Services-Advertising · Inc. DE · CIK 0001538379

$31.38 -0.60% $730.4M

Insider Selling Cluster (3 insiders)7 New Institutional Positions6 Institutional Exits

Vol

Market Cap$730.4M

Cap SizeSmall Cap

Inst. Holders50 funds

Inst. Value$223.1M

Inst. Activity7 buys / 6 sells

Insider Activity0B / 9S

Insider Net $-$2.8M

SEC Reports6

Exchange NYSE·Sector Services-Advertising·Inc. DE·CIK 0001538379·Prev Close $31.57

Recent Activity

Jun 11, 2026 SEC

CEO Bryan Leach and CTO Luke Swanson sold a combined $320K in open-market shares over a 7-day window, with Leach also gi

CLUSTER — Impact 2/10

Jun 10, 2026 Insider

Leach Bryan gifted 50,000 shares

CEO AND PRESIDENT

Jun 9, 2026 Insider

Leach Bryan acquired via exercise 4,748 shares

CEO AND PRESIDENT @ $3.99 ($18.9K)

Jun 9, 2026 Insider

Leach Bryan sold 4,748 shares

CEO AND PRESIDENT @ $31.96 ($151.7K)

May 22, 2026 SEC

Ibotta filed an 8-K for two routine items: (1) Jared Chomko was appointed Principal Accounting Officer, a role he had pr

8-K — Impact 3/10

May 6, 2026 SEC

Ibotta Q1 2026 revenue of $82.5M exceeded guidance ($78-82M) and consensus ($80.7M) but declined 2% YoY. GAAP EPS of -$0

8-K — Impact 5/10

Inst.

DEUTSCHE BANK AG\ — TRIM

271,425 shares ($8.1M)

Inst.

BALYASNY ASSET MANAGEMENT L.P. — ADD

90,870 shares ($2.7M)

Price Targets

Historical data — last covering-analyst action Aug 2024. No current recommendation available.

$34.00 (Aug 2024)

Current $31.38 Low $19.00 Median $34.00 High $45.00 7 analysts

$19.00 $45.00

Analyst Ratings

Historical distribution7% buy · 14 analysts · last covering-analyst action Aug 2024

0Strong Buy

1Buy

8Hold

3Sell

2Strong Sell

Historical Analyst Actions

Date	Firm	Action	Rating
Aug 14, 2024	JMP Securities	MAINTAIN	Market Outperform → Market Outperform
Aug 14, 2024	Raymond James	MAINTAIN	Outperform → Outperform
Aug 14, 2024	Goldman Sachs	MAINTAIN	Neutral → Neutral
Aug 14, 2024	Citigroup	MAINTAIN	Buy → Buy
Aug 14, 2024	Wells Fargo	MAINTAIN	Overweight → Overweight

Earnings Estimates

Period	EPS Est.	Range	Growth	#
Current Q	$0.37 ▲ +9.5%	$0.19 — $0.52	-24% YoY	3
Next Q	$0.38 ▼ -3.8%	$0.18 — $0.56	-33% YoY	3
Current FY	$1.48 ▲ +4.1%	$0.88 — $1.93	-14% YoY	3
Next FY	$1.72 ▲ +2.3%	$0.89 — $2.29	16% YoY	3

Latest Reports

NEUTRAL CLUSTER 2/10

CEO Bryan Leach and CTO Luke Swanson sold a combined $320K in open-market shares over a 7-day window, with Leach also gi

Jun 11, 2026

NEUTRAL 8-K 3/10

Ibotta filed an 8-K for two routine items: (1) Jared Chomko was appointed Principal Accounting Officer, a role he had pr

May 22, 2026

Top Institutional Holders

Fund	Value	Move
D. E. Shaw &	$50.7M	ADD
HSBC HOLDINGS PLC	$30.6M	ADD
BlackRock, Inc.	$28.9M	—
CITIGROUP INC	$19.2M	—
VANGUARD CAPITAL MANAGEMENT LLC	$15.6M	—

Recent Insider Trades

Date	Insider	Type	Value
Jun 10, 2026	Leach Bryan	G	$0.00
Jun 9, 2026	Leach Bryan	M	$18.9K
Jun 9, 2026	Leach Bryan	SELL	$151.7K
Jun 8, 2026	Leach Bryan	M	$41.5K
Jun 8, 2026	Leach Bryan	SELL	$332.5K

50 institutional holders with $223.1M total value (7,436,993 shares) as of 2026-Q1. Top holders: D., HSBC, BlackRock,. Net buying activity: 7 institutions added/increased vs 6 reduced.

Top Institutional Holders — 2026-Q1

#	Fund	Shares	Value	% of Tracked	Last Move
1	D. E. Shaw & Co., Inc.	1,690,546	$50.7M	22.7%	ADD +31.0%
2	HSBC HOLDINGS PLC	1,009,287	$30.6M	13.7%	ADD +29.4%
3	BlackRock, Inc.	962,644	$28.9M	12.9%	—
4	CITIGROUP INC	640,683	$19.2M	8.6%	—
5	VANGUARD CAPITAL MANAGEMENT LLC	519,300	$15.6M	7.0%	—
6	STATE STREET CORP	284,505	$8.5M	3.8%	—
7	DEUTSCHE BANK AG\	271,425	$8.1M	3.6%	TRIM -26.6%
8	RENAISSANCE TECHNOLOGIES LLC	239,300	$7.2M	3.2%	ADD +37.6%
9	BANK OF AMERICA CORP /DE/	239,167	$7.2M	3.2%	DOUBLED +261.5%
10	MORGAN STANLEY	236,732	$7.1M	3.2%	TRIM -30.5%
11	HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	153,980	$4.6M	2.1%	—
12	CITADEL ADVISORS LLC	123,751	$3.7M	1.7%	NEAR_EXIT -84.6%
13	VANGUARD PORTFOLIO MANAGEMENT LLC	123,324	$3.7M	1.7%	—
14	GOLDMAN SACHS GROUP INC	110,739	$3.3M	1.5%	—
15	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	104,595	$3.1M	1.4%	ADD +51.2%
16	VANGUARD FIDUCIARY TRUST CO	95,893	$2.9M	1.3%	—
17	BALYASNY ASSET MANAGEMENT L.P.	90,870	$2.7M	1.2%	ADD +86.3%
18	BARCLAYS PLC	64,202	$1.9M	0.9%	TRIM -26.1%
19	Point72 Asset Management, L.P.	64,129	$1.9M	0.9%	—
20	Nuveen, LLC	52,020	$1.6M	0.7%	—

Recent Position Changes

Fund	Action	Prev Shares	Curr Shares	Change %	Value	Quarter
DEUTSCHE BANK AG\	TRIM	369,890	271,425	-26.6%	$8.1M	2026-Q1
BALYASNY ASSET MANAGEMENT L.P.	ADD	48,775	90,870	+86.3%	$2.7M	2026-Q1
MARSHALL WACE, LLP	TRIM	68,383	36,264	-47.0%	$1.1M	2026-Q1
Invesco Ltd.	DOUBLED	8,892	33,200	+273.4%	$995.0K	2026-Q1
AMERIPRISE FINANCIAL INC	NEAR_EXIT	194,052	15,641	-91.9%	$468.8K	2026-Q1
STRS OHIO	TRIM	21,800	10,600	-51.4%	$317.7K	2026-Q1
Legal & General Group Plc	TRIM	13,416	9,963	-25.7%	$298.6K	2026-Q1
CWM, LLC	DOUBLED	1,328	3,311	+149.3%	$99.2K	2026-Q1
FMR LLC	DOUBLED	804	2,263	+181.5%	$67.8K	2026-Q1
GROUP ONE TRADING LLC	TRIM	1,088	700	-35.7%	$21.0K	2026-Q1
BNP Paribas Asset Management Holding S.A.	DOUBLED	247	557	+125.5%	$16.7K	2026-Q1
Allworth Financial LP	DOUBLED	38	190	+400.0%	$5.7K	2026-Q1
HRT FINANCIAL LP	ADD	78,065	126,690	+62.3%	$3.8K	2026-Q1
D. E. Shaw & Co., Inc.	ADD	1,290,546	1,690,546	+31.0%	$38.4M	2025-Q4
VANGUARD GROUP INC	TRIM	1,570,896	1,164,995	-25.8%	$26.5M	2025-Q4
HSBC HOLDINGS PLC	ADD	767,956	993,977	+29.4%	$22.2M	2025-Q4
Sumitomo Mitsui Trust Group, Inc.	TRIM	1,281,219	389,463	-69.6%	$8.9M	2025-Q4
DEUTSCHE BANK AG\	DOUBLED	10,420	369,890	+3449.8%	$8.4M	2025-Q4
MORGAN STANLEY	TRIM	326,561	227,070	-30.5%	$5.2M	2025-Q4
RENAISSANCE TECHNOLOGIES LLC	ADD	147,800	203,308	+37.6%	$4.6M	2025-Q4
BANK OF AMERICA CORP /DE/	DOUBLED	56,144	202,944	+261.5%	$4.6M	2025-Q4
MARSHALL WACE, LLP	TRIM	125,165	68,383	-45.4%	$1.6M	2025-Q4
FRANKLIN RESOURCES INC	DOUBLED	7,252	22,733	+213.5%	$516.7K	2025-Q4
WELLS FARGO & COMPANY/MN	ADD	11,343	18,038	+59.0%	$410.0K	2025-Q4
GROUP ONE TRADING LLC	TRIM	1,688	1,088	-35.5%	$24.7K	2025-Q4

13 unique insiders with 39 transactions. Net insider value: -$2.8M ($0.00 bought, $2.8M sold).

Insider Transactions

Date	Insider	Title	Type	Shares	Price	Value
Jun 10, 2026	Leach Bryan	CEO AND PRESIDENT	GIFT	50,000	—	—
Jun 9, 2026	Leach Bryan	CEO AND PRESIDENT	EXERCISE	4,748	$3.99	$18.9K
Jun 9, 2026	Leach Bryan	CEO AND PRESIDENT	SELL	4,748	$31.96	$151.7K
Jun 8, 2026	Leach Bryan	CEO AND PRESIDENT	EXERCISE	10,406	$3.99	$41.5K
Jun 8, 2026	Leach Bryan	CEO AND PRESIDENT	SELL	10,351	$32.12	$332.5K
Jun 4, 2026	Swanson Luke Roy	CHIEF TECHNOLOGY OFFICER	SELL	5,132	$32.86	$168.6K
Jun 4, 2026	Leach Bryan	CEO AND PRESIDENT	CONVERT	50,000	—	—
Jun 4, 2026	Leach Bryan	CEO AND PRESIDENT	CONVERT	50,000	—	—
Jun 1, 2026	Chomko Jared	VICE PRESIDENT, ACCOUNTING	TAX W/H	528	$34.25	$18.1K
Jun 1, 2026	El Tabib Amir	Chief Business Dev. Officer	TAX W/H	4,394	$34.25	$150.5K
Jun 1, 2026	Swanson Luke Roy	CHIEF TECHNOLOGY OFFICER	TAX W/H	11,640	$34.25	$398.7K
Jun 1, 2026	Riedy Christopher J	Chief Revenue Officer	TAX W/H	11,998	$34.25	$410.9K
Jun 1, 2026	Shapiro David T	CHIEF LEGAL OFFICER	TAX W/H	6,821	$34.25	$233.6K
Jun 1, 2026	Daspit Marisa	CHIEF PEOPLE OFFICER	TAX W/H	2,727	$34.25	$93.4K
Jun 1, 2026	Leach Bryan	CEO AND PRESIDENT	TAX W/H	18,638	$34.25	$638.4K
May 19, 2026	Sheppard Valarie L	Director	AWARD	5,988	—	—
May 19, 2026	DOSHI AMIT	Director	AWARD	5,988	—	—
May 19, 2026	Lehrman Thomas D	Director	AWARD	5,988	—	—
May 19, 2026	SONSINI LARRY W	Director	AWARD	5,988	—	—
May 19, 2026	Baldwin Amanda	Director	AWARD	5,988	—	—
May 19, 2026	Bailey Stephen	Director	AWARD	5,988	—	—
May 18, 2026	Lehrman Thomas D	Director	SELL	12,025	$32.11	$386.1K
May 15, 2026	Shapiro David T	CHIEF LEGAL OFFICER	AWARD	1,032	$20.58	$21.2K
May 15, 2026	Chomko Jared	VICE PRESIDENT, ACCOUNTING	AWARD	97	$20.58	$2.0K
May 15, 2026	Lehrman Thomas D	Director	SELL	25,818	$30.79	$794.9K
May 15, 2026	El Tabib Amir	Chief Business Dev. Officer	AWARD	1,032	$20.58	$21.2K
May 13, 2026	Lehrman Thomas D	Director	SELL	12,349	$32.34	$399.3K
May 12, 2026	Lehrman Thomas D	Director	SELL	4,862	$33.61	$163.4K
May 11, 2026	Lehrman Thomas D	Director	SELL	10,000	$33.52	$335.2K
Mar 5, 2026	Daspit Marisa	CHIEF PEOPLE OFFICER	SELL	2,956	$24.06	$71.1K
Mar 2, 2026	Leach Bryan	CEO AND PRESIDENT	CONVERT	60,000	—	—
Mar 2, 2026	Leach Bryan	CEO AND PRESIDENT	CONVERT	60,000	—	—
Mar 1, 2026	El Tabib Amir	Chief Business Dev. Officer	TAX W/H	4,394	$24.97	$109.7K
Mar 1, 2026	Leach Bryan	CEO AND PRESIDENT	TAX W/H	14,820	$24.97	$370.1K
Mar 1, 2026	Shapiro David T	CHIEF LEGAL OFFICER	TAX W/H	6,820	$24.97	$170.3K
Mar 1, 2026	Riedy Christopher J	Chief Revenue Officer	TAX W/H	9,134	$24.97	$228.1K
Mar 1, 2026	Daspit Marisa	CHIEF PEOPLE OFFICER	TAX W/H	2,727	$24.97	$68.1K
Mar 1, 2026	Chomko Jared	VICE PRESIDENT, ACCOUNTING	TAX W/H	556	$24.97	$13.9K
Mar 1, 2026	Swanson Luke Roy	CHIEF TECHNOLOGY OFFICER	TAX W/H	7,684	$24.97	$191.9K

6 SEC filing reports analyzed. Sentiment: 1 bullish, 1 bearish, 1 mixed, 3 neutral. Avg impact: 4.3/10.

NEUTRAL CLUSTER 2/10

CEO Bryan Leach and CTO Luke Swanson sold a combined $320K in open-market shares over a 7-day window

Jun 11, 2026

NEUTRAL 8-K 3/10

Ibotta filed an 8-K for two routine items: (1) Jared Chomko was appointed Principal Accounting Offic

May 22, 2026

MIXED 8-K 5/10

Ibotta Q1 2026 revenue of $82.5M exceeded guidance ($78-82M) and consensus ($80.7M) but declined 2%

May 6, 2026

NEUTRAL 8-K 4/10

Ibotta, Inc. announced a $100 million increase to its existing share repurchase program, bringing th

Mar 12, 2026

BULLISH INST-CLUSTER 6/10

Three major passive institutional investors — Morgan Stanley, Wells Fargo, and Schwab — significantl

Feb 28, 2026

BEARISH 8-K 6/10

Ibotta reported declining revenue and earnings for Q4 and full year 2025, with total revenue down 10

Feb 25, 2026

∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Historical analyst distribution (last covering-analyst action Aug 2024): 7% buy across 14 analysts — 0 strong buy, 1 buy, 8 hold, 3 sell, 2 strong sell. No current recommendation available.

Analyst Price Targets

Historical data — last covering-analyst action Aug 2024. No current recommendation available.

$34.00 mean target (Aug 2024)

$19.00 Low $45.00 High

Metric	Value
Current Price	$31.38
Target Low	$19.00
Target Mean	$34.00
Target Median	$34.00
Target High	$45.00
# Analysts	7
Recommendation	— (no recent coverage)

Earnings Estimates & Revisions

Period	EPS Avg	EPS Low	EPS High	EPS Growth	30d Rev.	Up/Down	Rev. Avg	Rev. Growth	Analysts
Current Q 2026-06-30	$0.37	$0.19	$0.52	-24.4%	+9.5%	1↑ 0↓	$0.1B	-1.4%	3
Next Q 2026-09-30	$0.38	$0.18	$0.56	-33.0%	-3.8%	—	$0.1B	3.0%	3
Current FY 2026-12-31	$1.48	$0.88	$1.93	-13.7%	+4.1%	1↑ 0↓	$0.3B	0.8%	3
Next FY 2027-12-31	$1.72	$0.89	$2.29	16.4%	+2.3%	0↑ 1↓	$0.4B	9.0%	3

Current Quarter EPS Revision History

Timepoint	EPS Estimate	Change
Current	$0.370
7d ago	$0.295	+0.075
30d ago	$0.338	+0.032
60d ago	$0.338	+0.032
90d ago	$0.279	+0.091

9 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 8 initiations.

Historical Analyst Actions

Date	Analyst Firm	Action	Previous Rating	New Rating
Aug 14, 2024	JMP Securities	MAINTAIN	Market Outperform	Market Outperform
Aug 14, 2024	Raymond James	MAINTAIN	Outperform	Outperform
Aug 14, 2024	Goldman Sachs	MAINTAIN	Neutral	Neutral
Aug 14, 2024	Citigroup	MAINTAIN	Buy	Buy
Aug 14, 2024	Wells Fargo	MAINTAIN	Overweight	Overweight
Aug 14, 2024	Evercore ISI Group	MAINTAIN	Outperform	Outperform
Aug 14, 2024	B of A Securities	MAINTAIN	Buy	Buy
Aug 14, 2024	Needham	MAINTAIN	Buy	Buy
Jul 8, 2024	Wells Fargo	MAINTAIN	Overweight	Overweight
May 31, 2024	UBS	MAINTAIN	Buy	Buy
May 31, 2024	JMP Securities	REITERATE	Market Outperform	Market Outperform
May 31, 2024	Needham	REITERATE	Buy	Buy
May 13, 2024	Citigroup	INITIATE	—	Buy
May 13, 2024	UBS	INITIATE	—	Buy
May 13, 2024	Wells Fargo	INITIATE	—	Overweight
May 13, 2024	Raymond James	INITIATE	—	Outperform
May 13, 2024	Evercore ISI Group	INITIATE	—	Outperform
May 13, 2024	Needham	REITERATE	Buy	Buy
May 13, 2024	B of A Securities	INITIATE	—	Buy
May 13, 2024	JMP Securities	INITIATE	—	Market Outperform
May 13, 2024	Goldman Sachs	INITIATE	—	Neutral

Monthly Consensus History

Period	Buy	Hold	Sell	Strong Sell	Buy %
Jun 1, 2026	1	8	3	2	7%
May 1, 2026	1	8	3	2	7%
Apr 1, 2026	1	8	3	2	7%
Mar 1, 2026	1	8	3	2	7%
Feb 1, 2026	1	8	3	2	7%
Jan 1, 2026	1	8	3	2	7%

Strong BuyBuyHoldSellStrong Sell

∅

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

∅

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 6, 2026

earnings_calendar

IBTA Q1 2026 Earnings Scheduled — 2026-05-06

Mar 2, 2026

short_interest

FTD: IBTA — 31,736 shares ($0.8M) failed to deliver

Settlement: 20260302, Price: $24.97, FTD Value: $792,447.92, IBOTTA INC CL A

Feb 27, 2026

short_interest

FTD: IBTA — 104,165 shares ($2.7M) failed to deliver

Settlement: 20260227, Price: $26.35, FTD Value: $2,744,747.75, IBOTTA INC CL A

Feb 25, 2026

earnings_calendar

IBTA Q4 2025 Earnings After Market Close — 2026-02-25