Uber Technologies, Inc. $UBER Shares Acquired by Sarasin & Partners LLP

Sarasin & Partners LLP increased its holdings in Uber Technologies, Inc. (NYSE:UBER) by 38.4% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,012,454 shares of the ride-sharing company’s stock after buying an additional 558,309 shares during the quarter. Uber Technologies comprises 1.7% of Sarasin & Partners LLP’s portfolio, making the stock its 23rd largest holding. Sarasin & Partners LLP owned about 0.10% of Uber Technologies worth $164,438,000 as of its most recent SEC filing.

Other large investors have also recently added to or reduced their stakes in the company. Brighton Jones LLC boosted its position in Uber Technologies by 3.4% during the 4th quarter. Brighton Jones LLC now owns 74,460 shares of the ride-sharing company’s stock worth $4,491,000 after acquiring an additional 2,474 shares during the period. Revolve Wealth Partners LLC grew its stake in shares of 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 in the last quarter. Bison Wealth LLC increased its holdings 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 valued at $229,000 after purchasing an additional 641 shares during the period. Caxton Associates LLP acquired a new position in shares of Uber Technologies during the first quarter valued at $304,000. Finally, Schnieders Capital Management LLC. bought a new stake in shares of Uber Technologies during the second quarter valued at about $842,000. 80.24% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

In related news, CFO Balaji (A) Krishnamurthy purchased 22,453 shares of the company’s stock in a transaction on Tuesday, February 24th. The shares were bought at an average price of $71.25 per share, with a total value of $1,599,776.25. Following the completion of the acquisition, the chief financial officer owned 28,742 shares of the company’s stock, valued at approximately $2,047,867.50. This represents a 357.02% increase in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, SVP Nikki Krishnamurthy sold 30,000 shares of the stock in a transaction on Monday, March 16th. The shares were sold at an average price of $74.45, for a total value of $2,233,500.00. Following the sale, the senior vice president owned 460,756 shares of the company’s stock, valued at $34,303,284.20. This trade represents a 6.11% decrease in their position. The disclosure for this sale is available in the SEC filing. 3.84% of the stock is currently owned by insiders.

Analyst Upgrades and Downgrades

A number of equities analysts recently issued reports on the stock. Arete Research set a $125.00 target price on shares of Uber Technologies and gave the company a “buy” rating in a research report on Wednesday, December 3rd. Needham & Company LLC restated a “buy” rating and set a $109.00 price target on shares of Uber Technologies in a research report on Tuesday, February 3rd. BNP Paribas Exane initiated coverage on shares of Uber Technologies in a research note on Wednesday, January 14th. They issued an “outperform” rating and a $108.00 price target for the company. Wolfe Research decreased their price objective on shares of Uber Technologies from $125.00 to $110.00 and set an “outperform” rating for the company in a report on Monday, January 5th. Finally, BTIG Research reiterated a “buy” rating and set a $100.00 price objective on shares of Uber Technologies in a research note on Tuesday, March 17th. One analyst has rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, five have given a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, Uber Technologies has an average rating of “Moderate Buy” and a consensus price target of $105.29.

Uber Technologies Price Performance

Shares of Uber Technologies stock opened at $73.86 on Friday. Uber Technologies, Inc. has a 52 week low of $60.63 and a 52 week high of $101.99. The company has a current ratio of 1.14, a quick ratio of 1.14 and a debt-to-equity ratio of 0.38. The stock has a market cap of $152.01 billion, a PE ratio of 15.68, a price-to-earnings-growth ratio of 6.77 and a beta of 1.22. The company’s 50-day moving average price is $76.76 and its two-hundred day moving average price is $85.87.

Uber Technologies (NYSE:UBER) last posted its quarterly earnings data 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 business had revenue of $14.37 billion for the quarter, compared to the consensus estimate of $14.32 billion. During the same quarter last year, the business posted $3.21 EPS. The business’s revenue for the quarter was up 20.1% on a year-over-year basis. Uber Technologies has set its Q1 2026 guidance at 0.650-0.720 EPS. As a group, sell-side analysts anticipate that Uber Technologies, Inc. will post 2.54 EPS for the current fiscal year.

Key Stories Impacting Uber Technologies

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

• Positive Sentiment: Major Rivian robotaxi partnership — Uber agreed to invest up to $1.25B and commit to buying/operating thousands of Rivian R2 autonomous vehicles (initial deployments targeted for 2028), a concrete step toward a higher‑margin AV future. Uber to invest up to $1.25 billion in Rivian as part of robotaxi deal
• Positive Sentiment: NVIDIA tie‑ups and positive coverage amplified bullish momentum — media and commentators (including Jim Cramer) highlighted Uber’s expanded AV roadmap with Nvidia, reinforcing the narrative of scaled AV partnerships and potential long‑term upside. Jim Cramer Explains Why “Uber Stock Caught Fire Earlier This Week”
• Positive Sentiment: Analyst support — firms (e.g., BTIG reaffirm) continue to back Uber, providing a bullish analyst backdrop that can stabilize sentiment after volatile moves. BTIG Research Reaffirms “Buy” Rating for Uber Technologies (NYSE:UBER)
• Neutral Sentiment: Operational progress is visible but early — pilots (Motional, other partners) and roadmap milestones signal execution, yet revenue/timeframe impact remains distant. Is Uber’s Mega Deal With Rivian a Game-Changer in the Robotaxi Space?
• Neutral Sentiment: Operational productivity/AI initiatives — Uber’s CTO says engineers are accelerating with AI tooling (potential cost/productivity tailwinds), but benefits are incremental and longer term. Uber CTO Says 95% Of Engineers Use AI Tools Monthly As Coding Shift Accelerates
• Negative Sentiment: Deal skepticism and “up to” caveats — several outlets and analysts warned the Rivian pact includes conditional language and milestones, raising questions about timing, scale and capital exposure. Uber Can’t Save Rivian
• Negative Sentiment: Short‑term negative headlines and valuation concerns — critical pieces (Seeking Alpha, market commentators) flagged execution risk and stretched forward valuation, which pressures sentiment if optimism cools. Uber: I’ve Been Bullish For Years – Not Anymore
• Negative Sentiment: Corporate/operational noise — an insider sale was disclosed and there are localized driver strikes (Lagos) plus AV safety scrutiny from recent high‑profile incidents, all of which can sap near‑term confidence. SEC filing: Insider sale by Nikki Krishnamurthy Uber seeks dialogue as Lagos drivers continue strike

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.