TIAA Trust National Association Grows Stake in Uber Technologies, Inc. $UBER

TIAA Trust National Association boosted its holdings in shares of Uber Technologies, Inc. (NYSE:UBER) by 9.0% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 183,525 shares of the ride-sharing company’s stock after purchasing an additional 15,187 shares during the quarter. TIAA Trust National Association’s holdings in Uber Technologies were worth $17,980,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Westend Capital Management LLC purchased a new position in shares of Uber Technologies in the third quarter worth $27,000. Kilter Group LLC bought a new stake in Uber Technologies in the 2nd quarter valued at $26,000. Total Investment Management Inc. purchased a new stake in Uber Technologies in the 2nd quarter worth $32,000. Pilgrim Partners Asia Pte Ltd bought a new position in shares of Uber Technologies during the 3rd quarter valued at about $34,000. Finally, True Wealth Design LLC grew its position in shares of Uber Technologies by 38.6% during the third quarter. True Wealth Design LLC now owns 424 shares of the ride-sharing company’s stock valued at $42,000 after purchasing an additional 118 shares in the last quarter. 80.24% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

A number of equities research analysts recently commented on the company. Cantor Fitzgerald decreased their target price on Uber Technologies from $99.00 to $92.00 and set an “overweight” rating on the stock in a research report on Thursday, February 5th. BNP Paribas Exane assumed coverage on Uber Technologies in a research note on Wednesday, January 14th. They issued an “outperform” rating and a $108.00 price objective on the stock. DA Davidson lowered their target price on Uber Technologies from $108.00 to $105.00 and set a “buy” rating for the company in a research report on Monday. The Goldman Sachs Group set a $125.00 price target on shares of Uber Technologies in a research report on Wednesday, February 4th. Finally, UBS Group set a $111.00 price objective on shares of Uber Technologies in a research report on Monday, February 2nd. One research analyst has rated the stock with a Strong Buy rating, thirty-three have assigned a Buy rating, six have given a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and an average target price of $104.53.

Uber Technologies Price Performance

Uber Technologies stock opened at $75.20 on Friday. The company has a debt-to-equity ratio of 0.38, a current ratio of 1.14 and a quick ratio of 1.14. The stock has a market cap of $154.76 billion, a price-to-earnings ratio of 15.97, a price-to-earnings-growth ratio of 6.86 and a beta of 1.21. The firm has a 50-day moving average of $79.06 and a two-hundred day moving average of $87.91. Uber Technologies, Inc. has a 1 year low of $60.63 and a 1 year high of $101.99.

Uber Technologies (NYSE:UBER) last posted its quarterly earnings results on Wednesday, February 4th. The ride-sharing company reported $0.71 earnings per share for the quarter, missing the consensus estimate of $0.79 by ($0.08). Uber Technologies had a net margin of 19.33% and a return on equity of 43.63%. The company had revenue of $14.37 billion for the quarter, compared to the consensus estimate of $14.32 billion. During the same period in the prior year, the firm posted $3.21 EPS. The business’s revenue was up 20.1% on a year-over-year basis. Uber Technologies has set its Q1 2026 guidance at 0.650-0.720 EPS. On average, research analysts forecast that Uber Technologies, Inc. will post 2.54 earnings per share for the current year.

Insiders Place Their Bets

In other Uber Technologies news, CFO Balaji (A) Krishnamurthy bought 22,453 shares of the business’s stock in a transaction on Tuesday, February 24th. The shares were acquired at an average price of $71.25 per share, with a total value of $1,599,776.25. Following the transaction, the chief financial officer owned 28,742 shares of the company’s stock, valued at approximately $2,047,867.50. This trade represents a 357.02% increase in their position. The purchase was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, insider Tony West sold 3,125 shares of the company’s stock in a transaction that occurred on Tuesday, January 20th. The stock was sold at an average price of $83.50, for a total transaction of $260,937.50. Following the completion of the sale, the insider directly owned 176,584 shares of the company’s stock, valued at $14,744,764. The trade was a 1.74% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders own 3.84% of the company’s stock.

Key Uber Technologies News

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

• Positive Sentiment: Uber launched Uber Air (air taxi bookings integrated into the Uber app) in partnership with Joby Aviation, with first commercial flights planned for Dubai in 2026 — a long-term growth/revenue optionality story that investors are rewarding. Uber Air Is Officially Here
• Positive Sentiment: Joby and Uber confirmed in-app booking for eVTOL flights and Dubai launch timing; coverage notes Joby’s improving fundamentals and the tie-up’s potential to accelerate urban air mobility monetization. The eVTOL Era is Beginning With Uber and Joby Aviation
• Positive Sentiment: The Biden-era contractor rule is being rolled back by the current administration, which reduces the risk of stricter employee classification for gig companies and supports Uber’s cost model and margins. Trump administration moves to nix Biden-era rule on independent contractors
• Positive Sentiment: Insider buying was reported, a signal some investors interpret as management confidence in the stock’s prospects. Insider Buying Activity
• Positive Sentiment: BTIG and other analysts remain constructive (Buy ratings and ~$100 targets cited), supporting upside expectations versus recent trading levels. Analyst Bullish Coverage
• Neutral Sentiment: Uber’s acquisition of SpotHero aims to broaden mobility services and parking integration; strategic fit is positive but near-term financial impact is modest. Uber Buys SpotHero
• Neutral Sentiment: Analyst fair-value tweaks and sector multiple resets changed some price targets slightly lower, reflecting updated models rather than a broad shift in conviction. Analysts Reset Valuations
• Negative Sentiment: Driver protests in markets like Seattle spotlight supply/demand imbalance and regulatory/labor friction risk that could pressure trip economics in some regions. Seattle Driver Protest

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.