DV
Dividend Vision

IBTA Stock — Ibotta Inc.

Ibotta Inc. (IBTA)

Updated October 16, 2026.

IBTA is a Stock. Total return is -45.6% over the past 2.5 years, 102.6 points behind SPY at 57.0%.

Ibotta is a technology company that provides digital promotion services, connecting consumer packaged goods brands with consumers through its Ibotta Performance Network platform, which distributes promotions across direct-to-consumer channels and third-party publisher properties. The company does not currently have an established distribution program. Ibotta appeals to growth-oriented equity investors focused on technology and digital marketing infrastructure.

IBTA performance versus SPY

Price and return data through 2026-10-16.

Total return is -45.6% over the past 2.5 years, 102.6 points behind SPY at 57.0%. Over the past year its total return — price change plus distributions reinvested — is 52.1%. Its deepest 1-year drawdown was 45.1%.

WindowTotal returnCAGR
1M15.1%—
3M48.6%—
6M35.0%—
YTD110.5%—
1Y52.1%—
2Y CAGR—-16.10%
Since inception (2.5 years)-45.6%-21.70%

IBTA key facts

Asset type
Stock
Asset class
Equity
Inception date
04/17/2024
Distribution frequency
None
Last close
$47.84 (as of 2026-10-16)
Market cap
$963,909,120
Average volume
173860.0
Beta
-0.237
Payout ratio
0.0%
Forward P/E
24.6914
EPS
$-0.47

How Dividend Vision calculates yield and returns

Distribution rate (the posted rate) uses calculation basis unavailable. Issuer rates can use a different denominator and date, including ex-date NAV. Trailing-12-month yield is the sum of split-adjusted cash distributions with ex-dates in the last 12 months, divided by the published price. It lags a recent raise or cut. Total return uses split-adjusted close with distributions reinvested on the ex-dividend date (a modeling convention, not the cash-settlement date) from the first stored bar on or after inception through the latest bar, compared with the same window on the benchmark. That is the security's total return, not your personal gain/loss.

Yield and safety methodology · Distribution rate methodology · Distribution Safety Score methodology

Sources and review

Primary sources: prices and distributions from Dividend Vision, derived from vendor EOD data.

Reviewed by Bert Sweet, CEO and Co-owner of Dividend Vision. Methodology: Distribution Safety Score.

IBTA risks and drawbacks

Total return has trailed SPY over the available window. The deepest 1-year drawdown on record here is 45.1%.

Who may consider IBTA — and who may not

It is a weaker fit for investors who need monthly cash flow (IBTA does not currently distribute); investors whose main goal is matching SPY total return. This is educational context, not a recommendation to buy or sell.

More on IBTA

Tagged: Technology.

Frequently asked questions

Does IBTA pay monthly?

No. IBTA does not currently distribute.

When does IBTA pay a dividend?

IBTA does not currently distribute.

How has IBTA performed?

Total return is -45.6% over the past 2.5 years, 102.6 points behind SPY at 57.0%. Over the past year its total return — price change plus distributions reinvested — is 52.1%. Its deepest 1-year drawdown was 45.1%.

DividendVision analysis is generated from public SEC filing data and may not capture every change. Review the original filing for complete information.