Loading
Ibotta, Inc. Stock: price and insider trades · United States
No insider purchase over the last 90 days. The latest was filed 12 Jan 2026.
Ibotta, Inc.: what insiders have been doing
This page follows insider dealings at Ibotta, Inc. as filed with SEC (Form 4), a company from the Retail & Commerce sector based in Denver, United States. The group dates from 2011. From 18 October 2025 to 18 October 2026, the disclosure feed for Ibotta, Inc. logged 172 filings by 18 insiders.
On the market, 1 insider bought (1 purchase) while 5 insiders sold (90 sales totalling €28.0M). The totals exclude 3 filings filed without an amount. Unlike grants, an open-market purchase is paid for by the insider, at the market price. Among those who bought: 1 senior executive. Biggest ticket of the year: €13.2M, sold by Clark Jermoluk Founders Fund I LLC and made public on 8 July 2026 (1.6% of market cap).
With 172 filings in twelve months, the company is more active than the median of 19 filings across the 5,812 companies we follow on the same exchange. Since 2024, the database holds 13 purchases and 120 sales by insiders of the company. The 10-K for the year ended 31 December 2025 shows 342.4 m USD of revenue and 3.6 m USD of net income.
The last insider purchase was made public on 12 January 2026, 279 days ago. Between a trade and the moment it shows up on SEC (Form 4), the median delay is 2 days. For comparison, the SEC allows two business days to file a Form 4. A sale on its own says little: insiders also sell to pay tax, fund a purchase or diversify.
For comparison within the same sector, see the insider buying recorded at GameStop Corp. and Celsius Holdings, Inc. This summary is built from SEC (Form 4) disclosures alone and does not predict where the share price will go.
Insider Decl.
329
Thresholds
n/a
Buy Volume
€1M
13 ops. · all time
Sell Volume
€89M
120 ops. · all time
Who traded when
BuySaleBryan Leach51 sales
Luke Roy Swanson23 sales
Lehrman Thomas D18 sales
Clark Jermoluk Founders Fund I LLC12 sales
Daspit Marisa9 sales
Donahue Richard I.2 sales
+3 other insiders
Since the insiders bought
- -57.3%Entry US$75.41 · Close at T+365 US$32.19
Entry is the close on the day after publication, the first price a reader could act on. Prices in the listing currency. Past moves are not a forecast.
This score ranks the purchase within its own market. A position size is suggested only on the venues of the backtested strategy universe; elsewhere, signals stay on watch. Not investment advice.
Fundamental score
Ranked 14,119 of 24,148 companies
46.6
score / 100
Value50
Quality44
FCF yld5.4%
Earn yld0.3%
EV/EBITDA·
ROE-3.7%
Gross mgn79%
Net mgn1.0%
Debt/EBITDA3.4x
Pillars2/3
Transparent value + quality ranking, distinct from the insider signal.
Financial data
as of FY 2025FY ended December 2025 · cache
US$43.28
Analyst consensus
7 analysts3.22/5
US$22.00Target US$36.14(-16%)US$45.00
Income statement
RevenueUS$342.4M
Gross profitUS$271.3M79% margin
EBITDAUS$7.5M2% margin
Net incomeUS$3.6M-3.2% margin
Valuation
PER (forward)23.0x
P/Book4.2x
Beta-0.28
Balance sheet & cash
Market capUS$1B
Total debtUS$25.5M
Free Cash FlowUS$61M
Debt / Equity10%
Profitability & ownership
ROE-3.7%
ROA-1.2%
% insiders49.2%
% institutions49.8%
Last declaration on 7 October 2026
Declarations329 total
2,999 shares@ US$3.990.0012% mcap0.1% of flowClass A Common StockSEC:0001628280-26-065342:0
7,113 shares@ US$5.050.0037% mcap0.3% of flowClass A Common StockSEC:0001628280-26-065342:1
10,049 shares@ US$41.35540.043% mcap3.3% of flowClass A Common StockSEC:0001628280-26-065342:2
63 shares@ US$42.03030.0003% mcap0.0% of flowClass A Common StockSEC:0001628280-26-065342:3
5,030 shares@ US$5.050.0026% mcap0.2% of flowClass A Common StockSEC:0001628280-26-065342:4
5,030 shares@ US$41.56580.022% mcap1.7% of flowClass A Common StockSEC:0001628280-26-065342:5
9,843 shares0Class A Common StockSEC:0001628280-26-064980:0
4,124 shares@ US$39.61690.017% mcap2.1% of flowClass A Common StockSEC:0001628280-26-065003:0
1,816 shares@ US$40.1970.0075% mcap0.9% of flowClass A Common StockSEC:0001628280-26-065003:1
1,816 shares@ US$40.19720.0075% mcap0.9% of flowClass A Common StockSEC:0001628280-26-065003:3
5,940 shares@ US$39.310.025% mcap3.1% of flowClass ASEC144:0001959173-26-007189
16,500 shares@ US$40.07370.068% mcap8.9% of flowClass A Common StockSEC:0001628280-26-063626:0
10,339 shares0Class A Common StockSEC:0001628280-26-063416:0
1,724 shares@ US$3.990.0007% mcap0.1% of flowClass A Common StockSEC:0001628280-26-063218:2
13,418 shares@ US$3.990.0056% mcap0.4% of flowClass A Common StockSEC:0001628280-26-063218:0
13,418 shares@ US$41.34440.058% mcap4.6% of flowClass A Common StockSEC:0001628280-26-063218:1
1,717 shares@ US$41.30980.0074% mcap0.6% of flowClass A Common StockSEC:0001628280-26-063218:3
7 shares@ US$41.940.0000% mcap0.0% of flowClass A Common StockSEC:0001628280-26-063218:4
20,100 shares@ US$40.04260.083% mcap10.8% of flowClass A Common StockSEC:0001628280-26-061864:0
16,500 shares@ US$40.07440.068% mcap8.9% of flowClass A Common StockSEC:0001628280-26-061864:1
3,600 shares@ US$39.900.015% mcap1.9% of flowClass A Common StockSEC:0001628280-26-061864:2
20,100 shares@ US$40.04310.083% mcap10.8% of flowClass ASEC144:0001959173-26-006868
16,500 shares@ US$40.07370.068% mcap8.9% of flowClass ASEC144:0001959173-26-006869
15,142 shares@ US$3.990.0062% mcap0.5% of flowClass A Common StockSEC:0001628280-26-061413:0
7,503 shares@ US$37.25370.029% mcap2.3% of flowClass A Common StockSEC:0001628280-26-061413:1
25 of 329 declarations
About Ibotta, Inc.
Ibotta, Inc. (NYSE: IBTA) is a U.S.-based technology company focused on digital promotions and cash-back rewards for consumer brands and retailers. Headquartered in Denver, Colorado, United States, Ibotta has built its business around a simple value proposition: help consumer packaged goods brands drive measurable sales through targeted digital offers, while rewarding shoppers with cash back. The company describes its mission as “Make Every Purchase Rewarding” and positions the Ibotta Performance Network (IPN) as its core platform, capable of reaching more than 200 million consumers. Ibotta also states that it has credited American consumers with $2 billion in cash rewards to date, underscoring the scale of its network and the consumer appeal of its product.
Founded by Bryan Leach, Ibotta first gained traction as a consumer-facing cash-back app before expanding into a broader B2B2C model serving CPG brands and distribution partners. Its commercial engine is built on digital promotions: brands pay Ibotta to deliver offers to shoppers, and consumers receive rewards when they buy eligible products. This creates a performance-marketing framework that is more measurable than traditional couponing, with stronger data feedback, better audience targeting, and clearer return-on-investment economics for advertisers.
Read moreShow less
From a competitive standpoint, Ibotta occupies a differentiated position at the intersection of retail media, loyalty, and performance marketing. Its main assets include the IPN, cash-back offers, and newer product innovation such as LiveLift™, which management highlighted as a major industry-leading launch in 2025. The company has also emphasized improving execution and strengthening its core product, suggesting a post-IPO phase centered on operational discipline and product refinement.
Geographically, Ibotta’s business is primarily concentrated in North America, with the United States as its main market. The company’s platform is designed to serve large consumer brands and major distribution channels, allowing it to participate in the growing shift of marketing spend toward measurable digital commerce solutions. Recent notable developments include the release of first-quarter 2026 results, the announcement of participation in upcoming investor conferences in May 2026, the scheduled May 19, 2026 annual meeting of stockholders, and the opening of its new corporate headquarters in 2025. For investors, Ibotta represents a U.S.-listed NYSE growth story tied to digital promotions, consumer engagement, and data-driven commerce execution.
Recent ranked signals in the same sector
Purchases our model currently ranks for the recommendations list.
All recommendations
