Fjarde AP Fonden Fourth Swedish National Pension Fund Buys 369,550 Shares of Uber Technologies, Inc. $UBER

Fjarde AP Fonden Fourth Swedish National Pension Fund increased its position in Uber Technologies, Inc. (NYSE:UBER) by 67.0% during the first quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 921,383 shares of the ride-sharing company’s stock after buying an additional 369,550 shares during the period. Fjarde AP Fonden Fourth Swedish National Pension Fund’s holdings in Uber Technologies were worth $66,275,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. Vanguard Group Inc. grew its stake in shares of Uber Technologies by 0.9% in the 4th quarter. Vanguard Group Inc. now owns 192,499,602 shares of the ride-sharing company’s stock worth $15,729,142,000 after buying an additional 1,670,761 shares in the last quarter. Mach 1 Financial Group LLC purchased a new stake in shares of Uber Technologies during the 4th quarter valued at about $1,220,000. Teacher Retirement System of Texas lifted its holdings in shares of Uber Technologies by 17.6% in the 4th quarter. Teacher Retirement System of Texas now owns 554,154 shares of the ride-sharing company’s stock valued at $45,280,000 after acquiring an additional 82,851 shares during the last quarter. Robinhood Asset Management LLC bought a new position in shares of Uber Technologies in the 4th quarter valued at about $10,884,000. Finally, Dixon Mitchell Investment Counsel Inc. purchased a new position in Uber Technologies in the fourth quarter worth about $17,336,000. Hedge funds and other institutional investors own 80.24% of the company’s stock.

Uber Technologies Trading Up 2.4%

Shares of NYSE UBER opened at $74.39 on Friday. Uber Technologies, Inc. has a fifty-two week low of $67.19 and a fifty-two week high of $101.99. The company has a debt-to-equity ratio of 0.41, a quick ratio of 1.07 and a current ratio of 1.07. The company has a market cap of $151.42 billion, a price-to-earnings ratio of 18.55, a PEG ratio of 6.17 and a beta of 1.12. The business’s 50 day moving average price is $73.12 and its 200-day moving average price is $75.65.

Uber Technologies (NYSE:UBER) last announced its quarterly earnings data on Wednesday, May 6th. The ride-sharing company reported $0.72 EPS for the quarter, beating the consensus estimate of $0.69 by $0.03. Uber Technologies had a return on equity of 41.40% and a net margin of 15.91%.The company had revenue of $13.20 billion for the quarter, compared to the consensus estimate of $13.28 billion. During the same quarter in the prior year, the company posted $0.83 EPS. Uber Technologies’s quarterly revenue was up 14.5% on a year-over-year basis. Uber Technologies has set its Q2 2026 guidance at 0.780-0.820 EPS. On average, sell-side analysts expect that Uber Technologies, Inc. will post 2.95 earnings per share for the current year.

Uber Technologies News Summary

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

• Positive Sentiment: Analysts and market commentary continue to point to strong trip volume and gross bookings growth, with price targets still clustering around $100 to $107, implying confidence in Uber’s operating momentum and earnings outlook. Uber Stock (UBER) Opinions on Analyst Upgrades and Growth Metrics
• Positive Sentiment: Uber’s push into autonomous vehicles remains a key bullish catalyst, with recent partnerships and robotaxi developments reinforcing the story that the company can expand beyond ride-hailing and delivery. Is UBER’s AV Push Reason Enough to Invest in the Stock Currently?
• Positive Sentiment: Uber-backed Lime’s IPO and public-market interest in micromobility could be viewed as a validation of Uber’s broader mobility ecosystem and strategic investments. Uber-Backed Lime Prices Its Public Debut
• Neutral Sentiment: Uber’s AI data-labeling unit is undergoing a leadership shakeup, which signals internal restructuring but does not yet clearly change the core investment case. Uber Removes Two Leaders From AI Growth Unit
• Negative Sentiment: Some commentary highlights ongoing risks from debt, labor unrest, and geopolitical uncertainty, while Waymo’s decision to exit the Uber app in Phoenix underscores that autonomy competition could pressure the long-term robotaxi bull case. Uber’s Waymo Detour Tests the Stock’s Robotaxi Bull Case

Wall Street Analyst Weigh In

Several equities research analysts have weighed in on UBER shares. Raymond James Financial raised Uber Technologies from an “outperform” rating to a “strong-buy” rating in a research note on Monday, May 11th. Sanford C. Bernstein reiterated an “outperform” rating on shares of Uber Technologies in a report on Monday, June 1st. Wolfe Research set a $100.00 target price on Uber Technologies in a research report on Friday, May 29th. Tigress Financial increased their price target on Uber Technologies from $110.00 to $115.00 and gave the company a “buy” rating in a report on Friday, June 12th. Finally, Weiss Ratings upgraded Uber Technologies from a “hold (c)” rating to a “hold (c+)” rating in a research report on Monday. One research analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating, six have assigned a Hold rating and three have given a Sell rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $104.54.

About Uber Technologies

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.