Epoch Investment Partners Inc. Decreases Stock Holdings in Uber Technologies, Inc. $UBER

Epoch Investment Partners Inc. reduced its position in Uber Technologies, Inc. (NYSE:UBER – Free Report) by 11.6% during the first quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 2,264,630 shares of the ride-sharing company’s stock after selling 297,452 shares during the period. Uber Technologies accounts for about 1.0% of Epoch Investment Partners Inc.’s portfolio, making the stock its 18th largest position. Epoch Investment Partners Inc.’s holdings in Uber Technologies were worth $162,895,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Brighton Jones LLC lifted its position in Uber Technologies by 3.4% during the fourth quarter. Brighton Jones LLC now owns 74,460 shares of the ride-sharing company’s stock valued at $4,491,000 after acquiring an additional 2,474 shares during the last quarter. Revolve Wealth Partners LLC grew its holdings in Uber Technologies by 65.0% in the fourth quarter. Revolve Wealth Partners LLC now owns 15,563 shares of the ride-sharing company’s stock worth $939,000 after purchasing an additional 6,129 shares during the last quarter. Bison Wealth LLC increased its position in shares of Uber Technologies by 20.3% during the fourth quarter. Bison Wealth LLC now owns 3,792 shares of the ride-sharing company’s stock worth $229,000 after purchasing an additional 641 shares in the last quarter. Caxton Associates LLP acquired a new position in shares of Uber Technologies during the first quarter worth $304,000. Finally, Schnieders Capital Management LLC. purchased a new stake in shares of Uber Technologies during the 2nd quarter valued at $842,000. Hedge funds and other institutional investors own 80.24% of the company’s stock.

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Uber Technologies News Roundup

Here are the key news stories impacting Uber Technologies this week:

• Negative Sentiment: Waymo is reportedly exploring a breakup with Uber, potentially ending a partnership that put Waymo robotaxis on Uber’s network in Austin and Atlanta. If Waymo pulls back, it could weaken Uber’s autonomous-vehicle strategy and raise concerns about competitive pressure in robotaxi ride-hailing. Waymo reportedly mulling a breakup with Uber
• Negative Sentiment: The Financial Times reported that the Uber-Waymo relationship has soured amid lobbying battles over autonomous vehicle rollout, adding uncertainty around a high-profile partnership investors viewed as strategically important. Waymo explores split with Uber as robotaxi tensions deepen
• Negative Sentiment: Uber said it is cutting 10% of customer service jobs as it expands AI use. While the move may support long-term efficiency, layoffs can signal near-term operational disruption and were cited in reports as a reason the stock weakened. Uber Cuts 10% of Customer Service Jobs, Citing ‘Embrace’ of AI
• Negative Sentiment: Several follow-up reports echoed the same workforce reduction, reinforcing the market’s focus on Uber’s cost cuts and AI transition rather than near-term growth catalysts. Uber Slashes 10% of Customer Service Workforce in AI Push
• Neutral Sentiment: Uber also won a court injunction against a New York City driver deactivation law, preserving flexibility in how it manages drivers in a key market; this is supportive for operations, but it is less likely to drive immediate stock action than the Waymo headlines. Uber (UBER) Wins Court Injunction Over New York Driver Deactivation Law
• Neutral Sentiment: Separately, Uber was mentioned as a backer of Travis Kalanick’s new robotics venture, but that investment appears more thematic than directly material to Uber’s core earnings outlook. Anthony Levandowski… lands a role in Travis Kalanick’s $1.7B robotics venture

Wall Street Analyst Weigh In

UBER has been the subject of a number of recent analyst reports. DA Davidson reissued a “buy” rating and issued a $107.00 price objective on shares of Uber Technologies in a research report on Tuesday, May 26th. Wolfe Research set a $100.00 price target on Uber Technologies in a research note on Friday, May 29th. Needham & Company LLC reissued a “buy” rating and issued a $109.00 price target on shares of Uber Technologies in a report on Thursday, May 7th. HSBC lowered Uber Technologies to a “reduce” rating in a research note on Monday, May 11th. Finally, Tigress Financial upped their price objective on shares of Uber Technologies from $110.00 to $115.00 and gave the company a “buy” rating in a report on Friday, June 12th. One research analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating, four have assigned a Hold rating and three have issued a Sell rating to the stock. According to MarketBeat, the company presently has a consensus rating of “Moderate Buy” and an average price target of $104.65.

Check Out Our Latest Stock Analysis on UBER

Uber Technologies Price Performance

NYSE UBER opened at $66.00 on Friday. The company has a debt-to-equity ratio of 0.41, a current ratio of 1.07 and a quick ratio of 1.07. The stock’s fifty day moving average price is $72.16 and its 200 day moving average price is $74.72. Uber Technologies, Inc. has a 1 year low of $65.56 and a 1 year high of $101.99. The company has a market cap of $134.36 billion, a price-to-earnings ratio of 16.46, a PEG ratio of 5.79 and a beta of 1.12.

Uber Technologies (NYSE:UBER – Get Free Report) last issued its quarterly earnings results on Wednesday, May 6th. The ride-sharing company reported $0.72 EPS for the quarter, topping analysts’ consensus estimates of $0.69 by $0.03. The company had revenue of $13.20 billion during the quarter, compared to analysts’ expectations of $13.28 billion. Uber Technologies had a return on equity of 41.40% and a net margin of 15.91%.The firm’s revenue was up 14.5% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.83 EPS. Uber Technologies has set its Q2 2026 guidance at 0.780-0.820 EPS. As a group, equities research analysts forecast that Uber Technologies, Inc. will post 2.98 earnings per share for the current year.

Uber Technologies Profile

(Free Report)

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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