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8-K ·Filed Mar 12, 2026

IBTA

Ibotta, Inc.
NEUTRAL
Impact 4/10
Horizonweeks Processed7mo ago SEC0001628280-26-016980
8-K context-dependent: Items 8.01
Actionable Insight • Neutral

Monitor future 10-Q and 10-K filings for actual repurchase activity and cash flow impact. Watch for potential Rule 10b5-1 plan filings which would indicate planned execution timing.

DirectionNeutral
Confidencehigh
Horizonweeks
Final — all horizons settled through T+60d
IBTA ▲ +42.45% at T+60d
NEUTRAL call +42.45% · α vs SPY +31.76% · entry $23.06 → $32.85
Entry = T+0 close
Mar 12, 2026
via day close
T+1d
+1.56%
call +1.56% · α +2.16%
$23.42
settled 8mo ago
T+5d
+20.08%
call +20.08% · α +21.06%
$27.69
settled 7mo ago
T+20d
+38.29%
call +38.29% · α +36.32%
$31.89
settled 7mo ago
T+60d
+42.45%
call +42.45% · α +31.76%
$32.85
settled 5mo ago

Price Chart

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Executive Summary

Ibotta, Inc. announced a $100 million increase to its existing share repurchase program, bringing the total authorization to $400 million. The program has no expiration date and may be executed through open market or privately negotiated transactions.

Key Facts

  • Ibotta's Board of Directors approved an additional $100 million for share repurchases.
  • Total share repurchase authorization is now $400 million ($300 million previously approved in August 2024, plus $100 million added).
  • Repurchases may occur through open market purchases, private transactions, or under Rule 10b5-1 plans.
  • The program has no expiration date and may be suspended or terminated at any time.
  • Company cites strong balance sheet and cash flow generation as enabling the capital return.

Financial Impact

$100 million increase in repurchase authorization, bringing total to $400 million

share countcashequity

Risk Factors

  • Repurchases are not obligated and may not occur as announced.
  • Execution could be limited by market conditions, legal requirements, or alternative investment opportunities.
  • Use of cash for buybacks may limit funds available for growth investments or create pressure if fundamentals weaken.

Market Snapshot

Exchange
NYSE

Investment Themes

Services

Documents Analyzed

This report is based on 5 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001628280-26-016980
Document: ibottaannounces100millions.htm0001628280-26-016980
Document: 0001628280-26-016980-index-headers.html0001628280-26-016980
Document: 0001628280-26-016980-index.html0001628280-26-016980
Document: 0001628280-26-016980.txt0001628280-26-016980
22 reports for IBTA
Performance horizon
71% Hit rate @ T+1 5 of 7 directional calls Went positive at some point 6 of 7 best @ T+60▲ +28.99%Feb 28, 2026
Filters
Rows
Reports for IBTA — sortable, filterable
TypeNow
Oct 23, 2026
3d ago
Insider Cluster
NEUTRAL ★ 3/10
$48.61awaiting T+1—$48.68 (+0.14%)
Oct 22, 2026
4d ago
144
NEUTRAL ★ 2/10
$48.61 $48.68▲ +0.14%▼ −0.57%$48.68 (+0.14%)
Oct 22, 2026
4d ago
144
NEUTRAL ★ 3/10
$48.61 $48.68▲ +0.14%▼ −0.57%$48.68 (+0.14%)
Oct 22, 2026
4d ago
144
NEUTRAL ★ 2/10
$48.61 $48.68▲ +0.14%▼ −0.57%$48.68 (+0.14%)
Sep 25, 2026
4w ago
Insider Cluster
BEARISH ★ 4/10
$40.07 $39.27▲ +2.00%▲ +1.81%$48.68 (−21.49%)
Sep 24, 2026
4w ago
8-K
NEUTRAL ★ 2/10
$41.06 $40.07▼ −2.41%▼ −1.67%$48.68 (+18.56%)
Sep 14, 2026
6w ago
Insider Cluster
BEARISH ★ 5/10
$42.05 $41.58▲ +1.12%▲ +0.68%$48.68 (−15.77%)
Sep 10, 2026
6w ago
Insider Cluster
BEARISH ★ 5/10
$41.14 $42.40▼ −3.06%▼ −3.51%$48.68 (−18.33%)
Sep 3, 2026
7w ago
Insider Cluster
NEUTRAL ★ 3/10
$38.39 $38.38▼ −0.03%▲ +0.52%$48.68 (+26.80%)
Aug 19, 2026
9w ago
Insider Cluster
BEARISH ★ 5/10
$36.48 $37.71▼ −3.37%▼ −2.96%$48.68 (−33.44%)
Showing 10 of 22

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Report published Mar 12, 2026