Trinity Street Asset Management LLP lowered its position in shares of Uber Technologies, Inc. (NYSE:UBER – Free Report) by 4.3% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 289,072 shares of the ride-sharing company’s stock after selling 12,962 shares during the period. Uber Technologies makes up approximately 1.5% of Trinity Street Asset Management LLP’s portfolio, making the stock its 16th largest position. Trinity Street Asset Management LLP’s holdings in Uber Technologies were worth $23,620,000 at the end of the most recent quarter.
A number of other hedge funds and other institutional investors have also made changes to their positions in the company. Vanguard Group Inc. increased its holdings in shares of Uber Technologies by 0.7% during the 3rd quarter. Vanguard Group Inc. now owns 190,828,841 shares of the ride-sharing company’s stock worth $18,695,502,000 after buying an additional 1,277,322 shares during the last quarter. Northern Trust Corp increased its holdings in shares of Uber Technologies by 1.5% during the 3rd quarter. Northern Trust Corp now owns 19,509,042 shares of the ride-sharing company’s stock worth $1,911,301,000 after buying an additional 297,132 shares during the last quarter. Capital World Investors increased its holdings in shares of Uber Technologies by 1.1% during the 3rd quarter. Capital World Investors now owns 17,016,467 shares of the ride-sharing company’s stock worth $1,667,121,000 after buying an additional 182,976 shares during the last quarter. Legal & General Group Plc increased its holdings in shares of Uber Technologies by 6.9% during the 3rd quarter. Legal & General Group Plc now owns 13,386,313 shares of the ride-sharing company’s stock worth $1,311,457,000 after buying an additional 867,719 shares during the last quarter. Finally, Boston Partners increased its holdings in shares of Uber Technologies by 2.9% during the 3rd quarter. Boston Partners now owns 9,422,708 shares of the ride-sharing company’s stock worth $923,919,000 after buying an additional 263,824 shares during the last quarter. Institutional investors and hedge funds own 80.24% of the company’s stock.
Wall Street Analyst Weigh In
A number of brokerages have recently issued reports on UBER. BNP Paribas Exane began coverage on shares of Uber Technologies in a report on Wednesday, January 14th. They set an “outperform” rating and a $108.00 price target for the company. Stifel Nicolaus cut their price target on shares of Uber Technologies from $122.00 to $105.00 and set a “buy” rating for the company in a report on Tuesday, January 27th. Cantor Fitzgerald cut their price target on shares of Uber Technologies from $99.00 to $92.00 and set an “overweight” rating for the company in a report on Thursday, February 5th. Canaccord Genuity Group set a $72.00 price objective on shares of Uber Technologies in a research report on Thursday, February 5th. Finally, Wall Street Zen cut shares of Uber Technologies from a “buy” rating to a “hold” rating in a research report on Saturday, January 17th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $105.14.
Insiders Place Their Bets
In other Uber Technologies news, CFO Balaji (A) Krishnamurthy bought 22,453 shares of Uber Technologies stock in a transaction on Tuesday, February 24th. The shares were bought at an average cost of $71.25 per share, for a total transaction of $1,599,776.25. Following the acquisition, the chief financial officer directly owned 28,742 shares in the company, valued at $2,047,867.50. This represents a 357.02% increase in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which can be accessed through the SEC website. Also, SVP Nikki Krishnamurthy sold 30,000 shares of the stock in a transaction that occurred on Monday, March 16th. The stock was sold at an average price of $74.45, for a total transaction of $2,233,500.00. Following the sale, the senior vice president owned 460,756 shares in the company, valued at approximately $34,303,284.20. This trade represents a 6.11% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 3.84% of the stock is owned by company insiders.
Uber Technologies Stock Performance
NYSE:UBER opened at $72.40 on Thursday. The company has a debt-to-equity ratio of 0.38, a quick ratio of 1.14 and a current ratio of 1.14. The stock has a market capitalization of $147.91 billion, a P/E ratio of 15.37, a PEG ratio of 6.57 and a beta of 1.21. The company has a 50 day moving average price of $73.74 and a 200 day moving average price of $83.78. Uber Technologies, Inc. has a fifty-two week low of $64.95 and a fifty-two week high of $101.99.
Uber Technologies (NYSE:UBER – Get Free Report) last posted its quarterly earnings data on Wednesday, February 4th. The ride-sharing company reported $0.71 earnings per share for the quarter, missing analysts’ consensus estimates of $0.79 by ($0.08). The company had revenue of $14.37 billion for the quarter, compared to analysts’ expectations of $14.32 billion. Uber Technologies had a return on equity of 43.63% and a net margin of 19.33%.The business’s revenue for the quarter was up 20.1% on a year-over-year basis. During the same period in the previous year, the business posted $3.21 EPS. Uber Technologies has set its Q1 2026 guidance at 0.650-0.720 EPS. Equities research analysts forecast that Uber Technologies, Inc. will post 2.54 EPS for the current year.
Trending Headlines about Uber Technologies
Here are the key news stories impacting Uber Technologies this week:
- Positive Sentiment: Erste Group raised its FY2026 and FY2027 EPS forecasts (to $3.35 and $4.24, respectively), a sign some sell‑side analysts are lifting earnings expectations versus prior estimates — supportive for investor sentiment and valuation expectations.
- Positive Sentiment: Uber expanded its AWS deal to run more workloads on Amazon’s Graviton processors and trial Trainium3 for AI training — this should lower compute costs and speed ride‑matching/AI features, improving unit economics over time. Read More.
- Positive Sentiment: Uber Eats is broadening retail delivery (Ace Hardware partnership with ~3,700 locations) and other non‑restaurant fulfilment pushes — expands addressable market and monetization for delivery. Read More.
- Positive Sentiment: Verne (Uber‑backed) and Pony.ai launched Europe’s first commercial robotaxi service in Zagreb — a milestone for autonomous ride revenue potential and international AV deployment. Read More.
- Positive Sentiment: Uber is acquiring Blacklane to strengthen its luxury/chauffeur product — expands higher‑margin service offerings and bolsters travel market positioning. Read More.
- Positive Sentiment: Bullish coverage and high price targets from outlets (e.g., 247WallStreet’s $123.73 target) add narrative upside for growth investors, supporting positive sentiment among buyers. Read More.
- Neutral Sentiment: Heavy media coverage and trending stock mentions (Zacks/MarketBeat summaries) are driving attention and volume but don’t change fundamentals by themselves. Read More.
Uber Technologies Profile
Uber Technologies, Inc is a technology company that operates a global platform connecting riders, drivers, couriers, restaurants and shippers. Founded in 2009 by Garrett Camp and Travis Kalanick and headquartered in San Francisco, Uber developed one of the first large-scale ride-hailing marketplaces and has since expanded into a broader set of mobility and logistics services. The company completed its initial public offering in 2019 and continues to position its app-based network as a multi-modal transportation and delivery platform.
Uber’s principal businesses include mobility services (ride-hailing and shared rides), delivery through Uber Eats, and freight logistics via Uber Freight.
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