UBS Group AG Has $3.37 Million Stock Holdings in Ibotta, Inc. $IBTA

Posted by Brian Himes on May 25th, 2026

UBS Group AG lessened its position in Ibotta, Inc. (NYSE:IBTA – Free Report) by 34.9% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 148,420 shares of the company’s stock after selling 79,481 shares during the quarter. UBS Group AG’s holdings in Ibotta were worth $3,374,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Farther Finance Advisors LLC raised its position in Ibotta by 47,920.0% in the 4th quarter. Farther Finance Advisors LLC now owns 2,401 shares of the company’s stock valued at $55,000 after buying an additional 2,396 shares during the last quarter. Quantbot Technologies LP acquired a new stake in Ibotta in the 2nd quarter valued at approximately $66,000. Tower Research Capital LLC TRC raised its position in Ibotta by 144.2% in the 2nd quarter. Tower Research Capital LLC TRC now owns 3,851 shares of the company’s stock valued at $141,000 after buying an additional 2,274 shares during the last quarter. Jones Financial Companies Lllp acquired a new stake in Ibotta in the 1st quarter valued at approximately $161,000. Finally, Zurcher Kantonalbank Zurich Cantonalbank raised its position in Ibotta by 61.9% in the 3rd quarter. Zurcher Kantonalbank Zurich Cantonalbank now owns 6,800 shares of the company’s stock valued at $189,000 after buying an additional 2,600 shares during the last quarter.

Analyst Upgrades and Downgrades

IBTA has been the topic of a number of recent research reports. Needham & Company LLC lifted their target price on Ibotta from $33.00 to $45.00 and gave the company a “buy” rating in a research report on Thursday, May 7th. Evercore set a $40.00 target price on Ibotta in a research report on Thursday, May 7th. Wells Fargo & Company boosted their price target on Ibotta from $34.00 to $38.00 and gave the stock an “equal weight” rating in a research report on Thursday, May 7th. Wall Street Zen raised Ibotta from a “sell” rating to a “hold” rating in a research report on Saturday, May 9th. Finally, Zacks Research lowered Ibotta from a “hold” rating to a “strong sell” rating in a research report on Friday, May 8th. One investment analyst has rated the stock with a Buy rating, five have assigned a Hold rating and four have given a Sell rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Reduce” and a consensus target price of $33.00.

Read Our Latest Stock Report on Ibotta

Ibotta Price Performance

IBTA opened at $32.12 on Monday. The business has a fifty day simple moving average of $31.90 and a 200 day simple moving average of $26.19. The company has a market capitalization of $648.82 million, a PE ratio of -94.47 and a beta of -0.61. Ibotta, Inc. has a 1 year low of $19.10 and a 1 year high of $52.56.

Ibotta (NYSE:IBTA – Get Free Report) last released its quarterly earnings results on Wednesday, May 6th. The company reported $0.24 earnings per share (EPS) for the quarter, beating the consensus estimate of ($0.21) by $0.45. The business had revenue of $82.48 million during the quarter. Ibotta had a negative return on equity of 2.39% and a negative net margin of 2.15%.The business’s revenue for the quarter was down 2.5% compared to the same quarter last year. During the same quarter last year, the firm earned $0.02 earnings per share. Equities analysts anticipate that Ibotta, Inc. will post 0.24 earnings per share for the current fiscal year.

Ibotta announced that its board has authorized a share repurchase plan on Wednesday, March 11th that authorizes the company to buyback $100.00 million in shares. This buyback authorization authorizes the company to repurchase up to 21.2% of its stock through open market purchases. Stock buyback plans are often an indication that the company’s board believes its stock is undervalued.

Insider Buying and Selling at Ibotta

In related news, Director Thomas D. Lehrman sold 19,788 shares of the business’s stock in a transaction on Monday, May 18th. The stock was sold at an average price of $32.11, for a total value of $635,392.68. Following the completion of the sale, the director directly owned 32,981 shares in the company, valued at $1,059,019.91. The trade was a 37.50% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. Also, insider Marisa Daspit sold 2,956 shares of the business’s stock in a transaction on Thursday, March 5th. The shares were sold at an average price of $24.06, for a total value of $71,121.36. Following the completion of the sale, the insider owned 127,597 shares of the company’s stock, valued at $3,069,983.82. This trade represents a 2.26% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 104,717 shares of company stock valued at $3,294,475 over the last 90 days. 20.92% of the stock is currently owned by corporate insiders.

Ibotta Company Profile

(Free Report)

Ibotta (NYSE: IBTA) is a Denver‐based mobile commerce platform that connects consumers, retailers and brands through a unified cash-back rewards experience. Users access the Ibotta mobile app or browser extension to unlock rebates on everyday purchases, redeemable on groceries, retail goods, travel bookings and digital services. The platform integrates with major supermarket chains, big‐box retailers and online merchants, enabling shoppers to earn automatic cash-back both in physical stores and across e-commerce channels.

Founded in 2012 by co‐founder and CEO Bryan Leach, Ibotta has evolved from a simple rebate app into a comprehensive performance marketing partner for consumer goods companies.