Growth Metrics

iSHARES TRUST (IBTA) Retained Earnings (2023 - 2025)

Ibotta's Retained Earnings history spans 3 years, with the latest figure at -$136.9 million for Q4 2025.

  • For Q4 2025, Retained Earnings rose 2.55% year-over-year to -$136.9 million; the TTM value through Dec 2025 reached -$136.9 million, up 2.55%, while the annual FY2025 figure was -$136.9 million, 2.55% up from the prior year.
  • Retained Earnings reached -$136.9 million in Q4 2025 per IBTA's latest filing, down from -$135.9 million in the prior quarter.
  • In the past five years, Retained Earnings ranged from a high of -$135.9 million in Q3 2025 to a low of -$233.9 million in Q2 2024.
  • Average Retained Earnings over 3 years is -$172.2 million, with a median of -$140.4 million recorded in 2024.
  • The largest YoY upside for Retained Earnings was 41.25% in 2025 against a maximum downside of 2.55% in 2025.
  • A 3-year view of Retained Earnings shows it stood at -$209.2 million in 2023, then soared by 32.86% to -$140.4 million in 2024, then rose by 2.55% to -$136.9 million in 2025.
  • Per Business Quant, the three most recent readings for IBTA's Retained Earnings are -$136.9 million (Q4 2025), -$135.9 million (Q3 2025), and -$137.4 million (Q2 2025).