Grantham Mayo Van Otterloo & Co. LLC Has $534.22 Million Position in Uber Technologies, Inc. $UBER

Grantham Mayo Van Otterloo & Co. LLC grew its position in Uber Technologies, Inc. (NYSE:UBER) by 0.5% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 5,452,913 shares of the ride-sharing company’s stock after acquiring an additional 25,077 shares during the period. Uber Technologies comprises about 1.5% of Grantham Mayo Van Otterloo & Co. LLC’s portfolio, making the stock its 21st largest holding. Grantham Mayo Van Otterloo & Co. LLC’s holdings in Uber Technologies were worth $534,222,000 at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of UBER. Foster Group Inc. boosted its holdings in Uber Technologies by 3.3% in the 3rd quarter. Foster Group Inc. now owns 3,364 shares of the ride-sharing company’s stock valued at $330,000 after purchasing an additional 107 shares during the period. Sage Rhino Capital LLC increased its holdings in shares of Uber Technologies by 4.2% in the third quarter. Sage Rhino Capital LLC now owns 2,740 shares of the ride-sharing company’s stock worth $268,000 after purchasing an additional 110 shares during the period. Quent Capital LLC raised its position in shares of Uber Technologies by 3.3% in the third quarter. Quent Capital LLC now owns 3,504 shares of the ride-sharing company’s stock worth $343,000 after buying an additional 111 shares in the last quarter. Advisors Capital Management LLC raised its position in shares of Uber Technologies by 1.8% in the third quarter. Advisors Capital Management LLC now owns 6,398 shares of the ride-sharing company’s stock worth $627,000 after buying an additional 111 shares in the last quarter. Finally, Emergent Wealth Advisors LLC boosted its stake in Uber Technologies by 0.7% during the third quarter. Emergent Wealth Advisors LLC now owns 17,361 shares of the ride-sharing company’s stock valued at $1,701,000 after buying an additional 114 shares during the period. 80.24% of the stock is currently owned by institutional investors and hedge funds.

Uber Technologies Trading Down 0.5%

Shares of UBER stock opened at $75.07 on Friday. The business has a 50-day moving average price of $78.54 and a two-hundred day moving average price of $87.29. Uber Technologies, Inc. has a 12-month low of $60.63 and a 12-month high of $101.99. The company has a quick ratio of 1.14, a current ratio of 1.14 and a debt-to-equity ratio of 0.38. The firm has a market cap of $154.50 billion, a P/E ratio of 15.94, a price-to-earnings-growth ratio of 6.89 and a beta of 1.22.

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

Wall Street Analysts Forecast Growth

A number of brokerages have weighed in on UBER. Jefferies Financial Group restated a “buy” rating on shares of Uber Technologies in a research note on Wednesday, January 7th. Needham & Company LLC reiterated a “buy” rating and set a $109.00 price target on shares of Uber Technologies in a research report on Tuesday, February 3rd. Mizuho cut their price objective on Uber Technologies from $130.00 to $110.00 and set an “outperform” rating for the company in a report on Thursday, February 5th. Truist Financial set a $108.00 price objective on shares of Uber Technologies in a research report on Monday, February 9th. Finally, Wedbush lowered their target price on shares of Uber Technologies from $78.00 to $75.00 and set a “neutral” rating on the stock in a research note on Thursday, February 5th. One 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 issued a Sell rating to the company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $104.53.

More Uber Technologies News

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

• Positive Sentiment: Uber expands mobility offerings in India by adding pan‑India intercity bus ticketing via a partnership with AbhiBus — a low‑capital way to widen addressable market and drive platform usage in a fast‑growing geography. Article Title
• Positive Sentiment: Management used the Morgan Stanley TMT conference to lay out a strategic roadmap (five pillars highlighted by new CFO Balaji) emphasizing growth, margin discipline and product innovation — a reaffirmation of long‑term strategy that supports multiple revenue streams. Article Title
• Positive Sentiment: Uber Air (with Joby) has launched in Dubai, letting users book eVTOL rides through the Uber app — opens an adjacent mobility market and reinforces Uber’s platform play, though monetization and scale remain multi‑year questions. Article Title
• Positive Sentiment: Coverage highlighting the gig‑economy tailwind lists Uber among names to watch, underscoring structural demand for rideshare and delivery services as consumers return to out‑of‑home spending. Article Title
• Neutral Sentiment: Zacks notes the stock has moved modestly since the last earnings release and asks whether that momentum can continue — useful context but not a directional catalyst on its own. Article Title
• Neutral Sentiment: Market and analyst pieces debate the Uber–Joby tie‑up (game‑changer vs. hype). The partnership enhances platform optionality but financial payoff is distant and depends on Joby scale and unit economics. Article Title
• Negative Sentiment: Recent quarterly results showed an EPS miss (EPS below consensus) despite revenue growth — a near‑term negative that often pressures the stock until guidance or execution re‑assures investors. Article Title

Insider Activity at Uber Technologies

In other Uber Technologies news, 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 value of $260,937.50. Following the completion of the sale, the insider owned 176,584 shares of the company’s stock, valued at $14,744,764. This represents a 1.74% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO Balaji (A) Krishnamurthy purchased 22,453 shares of Uber Technologies stock in a transaction on Tuesday, February 24th. The shares were acquired at an average price of $71.25 per share, for a total transaction of $1,599,776.25. Following the completion of the transaction, the chief financial officer directly owned 28,742 shares of the company’s stock, valued at approximately $2,047,867.50. The trade was a 357.02% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. 3.84% of the stock is owned by corporate insiders.

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.