Rathbones Group PLC increased its stake in Uber Technologies, Inc. (NYSE:UBER – Free Report) by 3.7% during the fourth quarter, Holdings Channel.com reports. The fund owned 1,271,439 shares of the ride-sharing company’s stock after buying an additional 45,710 shares during the period. Rathbones Group PLC’s holdings in Uber Technologies were worth $103,889,000 at the end of the most recent quarter.
Other institutional investors have also bought and sold shares of the company. Capricorn Fund Managers Ltd lifted its position in Uber Technologies by 24.6% in the 4th quarter. Capricorn Fund Managers Ltd now owns 16,843 shares of the ride-sharing company’s stock valued at $1,376,000 after acquiring an additional 3,322 shares in the last quarter. Trueblood Wealth Management LLC grew its position in shares of Uber Technologies by 13.2% during the 4th quarter. Trueblood Wealth Management LLC now owns 3,613 shares of the ride-sharing company’s stock valued at $295,000 after acquiring an additional 422 shares during the period. Buffalo Business & Estate Services Ltd. purchased a new position in Uber Technologies in the fourth quarter valued at approximately $2,304,000. Leo Wealth LLC bought a new position in Uber Technologies during the fourth quarter valued at $1,572,000. Finally, Runnymede Capital Advisors Inc. purchased a new stake in Uber Technologies in the fourth quarter worth $1,894,000. Institutional investors own 80.24% of the company’s stock.
Wall Street Analysts Forecast Growth
Several research analysts have recently weighed in on UBER shares. Truist Financial set a $108.00 price target on Uber Technologies in a research note on Monday, February 9th. Cantor Fitzgerald reduced their target price on shares of Uber Technologies from $99.00 to $92.00 and set an “overweight” rating for the company in a research note on Thursday, February 5th. Roth Mkm set a $105.00 price target on shares of Uber Technologies in a research report on Thursday, February 5th. Wall Street Zen cut shares of Uber Technologies from a “buy” rating to a “hold” rating in a research note on Saturday, January 17th. Finally, Jefferies Financial Group reaffirmed a “buy” rating on shares of Uber Technologies in a report on Wednesday, January 7th. One investment 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 issued a Sell rating to the stock. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $105.14.
Uber Technologies Trading Down 0.1%
Uber Technologies stock opened at $71.75 on Monday. The company has a debt-to-equity ratio of 0.38, a quick ratio of 1.14 and a current ratio of 1.14. Uber Technologies, Inc. has a fifty-two week low of $60.63 and a fifty-two week high of $101.99. The stock has a market cap of $146.59 billion, a P/E ratio of 15.23, a PEG ratio of 6.57 and a beta of 1.21. The firm’s fifty day moving average price is $74.28 and its 200-day moving average price is $84.21.
Uber Technologies (NYSE:UBER – Get Free Report) last posted its quarterly earnings data on Wednesday, February 4th. The ride-sharing company reported $0.71 earnings per share (EPS) for the quarter, missing the consensus estimate of $0.79 by ($0.08). The business 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 quarterly revenue was up 20.1% on a year-over-year basis. During the same period in the prior year, the business posted $3.21 EPS. Uber Technologies has set its Q1 2026 guidance at 0.650-0.720 EPS. Equities research analysts forecast that Uber Technologies, Inc. will post 2.54 earnings per share for the current fiscal year.
Insider Activity at Uber Technologies
In other Uber Technologies news, insider Tony West sold 3,125 shares of Uber Technologies stock in a transaction that occurred on Tuesday, January 20th. The shares were 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 in the company, valued at $14,744,764. The trade was a 1.74% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, CFO Balaji (A) Krishnamurthy acquired 22,453 shares of the stock in a transaction dated Tuesday, February 24th. The shares were bought at an average price of $71.25 per share, for a total transaction of $1,599,776.25. Following the transaction, the chief financial officer owned 28,742 shares in the company, valued at approximately $2,047,867.50. This represents a 357.02% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. 3.84% of the stock is currently owned by insiders.
Key Uber Technologies News
Here are the key news stories impacting Uber Technologies this week:
- Positive Sentiment: Uber agreed to acquire Blacklane, adding a global premium chauffeur/pre‑booked executive travel business to diversify beyond core ride‑hail and deepen corporate/luxury reach — a move analysts say supports higher-margin revenue and narrows valuation concerns. Uber’s Blacklane Deal Puts Focus On Premium Growth And Valuation Gap
- Positive Sentiment: Bank of America Securities reiterated a Buy on UBER with a $103 price target, explicitly citing the Blacklane deal — institutional support that could underpin the stock ifexecution and premium expansion play out. Bank of America Securities Maintains a Buy Rating on Uber (UBER) Following Blacklane Acquisition
- Positive Sentiment: Uber and WeRide launched Level‑4, fare‑charging robotaxis in Dubai (Uber holds a ~5.82% stake in WeRide). Real‑world AV deployments can reduce long‑term driver costs and open new mobility revenue streams if scalable. Uber Holds a 5.82% Stake in WeRide. Should You Buy WRD Stock Too?
- Positive Sentiment: Uber expanded EV incentives for drivers (national program offering up to $6,500; other reports cite $4,000 offers) to accelerate electrification, reduce driver fuel exposure, and support regulatory/ESG positioning — a potential long‑term cost saving and PR positive. Uber expands EV grant nationwide, offering drivers up to $6,500 in incentives
- Neutral Sentiment: CEO Dara Khosrowshahi signaled openness to integrating Tesla robotaxis on Uber’s platform — a potential revenue upside but dependent on third‑party AV readiness and regulatory approvals. Uber CEO Dara Khosrowshahi hopes to incorporate Tesla robotaxis on its platform: ‘It’s a great car’
- Neutral Sentiment: Commentary pieces on AI/agent infrastructure and autonomy debate (Fortune, Motley Fool, Zacks) frame longer‑term strategic context but are unlikely to move the stock near term. I helped build Uber and Discord and now my tools help fuel billion-dollar unicorns. But Silicon Valley is losing the AI race to itself
- Negative Sentiment: Restaurant partners pushed back after Eats fee increases — a notable chain cut ties, highlighting merchant resistance that could pressure Eats GMV or force promotions/fee rollbacks. Popular pizza chain cuts ties with Uber Eats
- Negative Sentiment: Outlets urging caution note autonomous vehicles could both help and threaten Uber’s core ride business — if OEMs monetize robotaxis directly, Uber’s take-rate and marketplace edge could be pressured. Should You Buy Uber Stock on the Dip?
Uber Technologies Company 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.
Featured Stories
Want to see what other hedge funds are holding UBER? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Uber Technologies, Inc. (NYSE:UBER – Free Report).
Receive News & Ratings for Uber Technologies Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for Uber Technologies and related companies with MarketBeat.com's FREE daily email newsletter.
