National Pension Service Boosts Holdings in Uber Technologies, Inc. $UBER

National Pension Service grew its holdings in shares of Uber Technologies, Inc. (NYSE:UBER) by 0.7% during the 4th quarter, HoldingsChannel reports. The fund owned 4,471,651 shares of the ride-sharing company’s stock after acquiring an additional 32,230 shares during the quarter. National Pension Service’s holdings in Uber Technologies were worth $365,379,000 at the end of the most recent reporting period.

Several other large investors have also recently made changes to their positions in UBER. Vanguard Group Inc. increased its stake in shares of Uber Technologies by 0.9% in the fourth 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 during the period. Geode Capital Management LLC increased its stake in shares of Uber Technologies by 3.5% in the fourth quarter. Geode Capital Management LLC now owns 47,936,203 shares of the ride-sharing company’s stock worth $3,906,083,000 after buying an additional 1,602,596 shares during the period. Northern Trust Corp increased its stake in shares of Uber Technologies by 1.5% in the third 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 period. Capital World Investors increased its stake in shares of Uber Technologies by 1.1% in the third 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 period. Finally, Legal & General Group Plc increased its stake in shares of Uber Technologies by 1.2% in the fourth quarter. Legal & General Group Plc now owns 13,550,299 shares of the ride-sharing company’s stock worth $1,107,195,000 after buying an additional 163,986 shares during the period. 80.24% of the stock is owned by hedge funds and other institutional investors.

Insider Transactions at Uber Technologies

In other Uber Technologies news, SVP Nikki Krishnamurthy sold 30,000 shares of the business’s stock in a transaction on Monday, March 16th. The shares were sold at an average price of $74.45, for a total transaction of $2,233,500.00. Following the transaction, the senior vice president directly owned 460,756 shares of the company’s stock, valued at approximately $34,303,284.20. The trade was a 6.11% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Insiders own 3.81% of the company’s stock.

Wall Street Analysts Forecast Growth

Several research analysts recently commented on the stock. Macquarie Infrastructure raised shares of Uber Technologies to an “outperform” rating in a research note on Monday, May 11th. US Capital Advisors set a $95.00 price target on Uber Technologies in a report on Monday, May 11th. BNP Paribas Exane downgraded Uber Technologies to an “underweight” rating in a report on Monday, May 11th. BTIG Research restated a “buy” rating and set a $100.00 price target on shares of Uber Technologies in a report on Tuesday. Finally, Piper Sandler boosted their price target on Uber Technologies from $100.00 to $105.00 and gave the company an “overweight” rating in a report on Thursday, May 7th. One analyst has rated the stock with a Strong Buy rating, twenty-nine have assigned a Buy rating, seven have issued a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat.com, Uber Technologies has a consensus rating of “Moderate Buy” and an average price target of $104.97.

Uber Technologies Stock Up 0.2%

Shares of Uber Technologies stock opened at $70.89 on Friday. The company has a current ratio of 1.07, a quick ratio of 1.07 and a debt-to-equity ratio of 0.41. The company’s fifty day simple moving average is $73.84 and its two-hundred day simple moving average is $78.59. The company has a market cap of $144.31 billion, a P/E ratio of 17.68, a PEG ratio of 6.01 and a beta of 1.16. Uber Technologies, Inc. has a 12-month low of $68.46 and a 12-month high of $101.99.

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

Uber Technologies News Summary

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

• Positive Sentiment: Uber raised its stake in Delivery Hero to 36.83% amid takeover discussions, reinforcing the company’s push to consolidate in food delivery and potentially expand its international reach. Uber Raises Delivery Hero Stake To 36.83% Amid Takeover Talks
• Positive Sentiment: Uber continues to benefit from strategic partnerships, including a new integration with hotel platform Mews that lets hotels book, track, and bill Uber rides for guests and staff, which could support ride volume growth. Hotel Platform Mews Embeds Uber to Transport Guests and Staff
• Positive Sentiment: Uber was highlighted at the Bernstein Strategic Decisions Conference, where management’s presentation likely kept focus on execution, profitability, and growth strategy for investors. Uber Technologies, Inc. Presents at Bernstein 42nd Annual Strategic Decisions Conference Transcript
• Neutral Sentiment: Analysts and commentators are debating whether Waymo’s robotaxi progress is a threat to Uber or a sign that ride-hailing demand remains resilient, keeping the competitive narrative in focus. Waymo won’t kill Uber, this investor says
• Neutral Sentiment: Uber also received attention from unusually heavy call-option buying, suggesting traders were positioning for further upside. Trouble With Waymo? Call an Uber
• Negative Sentiment: One note flagged insider stock sales totaling about $4.6 million, which can sometimes be read as a cautious signal even if it does not necessarily change the underlying business outlook. Insiders At Uber Technologies Sold US$4.6m In Stock, Alluding To Potential Weakness
• Negative Sentiment: Uber also faces some scrutiny from reports about customer complaints over Uber One membership charges, which could pressure sentiment if retention or billing issues become a bigger issue. Upset Uber customers charged for monthly memberships they say they never signed up for

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.