Villere ST Denis J & Co. LLC Trims Stock Position in Uber Technologies, Inc. $UBER

Villere ST Denis J & Co. LLC lessened its position in shares of Uber Technologies, Inc. (NYSE:UBER) by 5.3% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 280,958 shares of the ride-sharing company’s stock after selling 15,600 shares during the quarter. Uber Technologies comprises approximately 2.3% of Villere ST Denis J & Co. LLC’s portfolio, making the stock its 22nd largest position. Villere ST Denis J & Co. LLC’s holdings in Uber Technologies were worth $22,957,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in the company. Caprock Group LLC raised its position in shares of Uber Technologies by 13.4% during the 4th quarter. Caprock Group LLC now owns 94,501 shares of the ride-sharing company’s stock valued at $7,722,000 after buying an additional 11,132 shares during the period. Kingswood Wealth Advisors LLC raised its position in shares of Uber Technologies by 2.6% during the 4th quarter. Kingswood Wealth Advisors LLC now owns 25,318 shares of the ride-sharing company’s stock valued at $2,069,000 after buying an additional 635 shares during the period. Momentum Wealth Planning LLC raised its position in shares of Uber Technologies by 4.2% during the 4th quarter. Momentum Wealth Planning LLC now owns 6,288 shares of the ride-sharing company’s stock valued at $514,000 after buying an additional 256 shares during the period. Bigelow Investment Advisors LLC raised its position in shares of Uber Technologies by 7.6% during the 4th quarter. Bigelow Investment Advisors LLC now owns 3,961 shares of the ride-sharing company’s stock valued at $324,000 after buying an additional 280 shares during the period. Finally, Eagle Global Advisors LLC raised its position in Uber Technologies by 1.4% in the fourth quarter. Eagle Global Advisors LLC now owns 136,320 shares of the ride-sharing company’s stock valued at $11,139,000 after purchasing an additional 1,940 shares during the period. Hedge funds and other institutional investors own 80.24% of the company’s stock.

Uber Technologies Stock Performance

Shares of UBER stock opened at $75.65 on Thursday. 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 firm has a fifty day moving average price of $73.47 and a 200 day moving average price of $82.17. The company has a market cap of $154.56 billion, a P/E ratio of 16.06, a PEG ratio of 7.07 and a beta of 1.21. 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 earnings results on Wednesday, February 4th. The ride-sharing company reported $0.71 EPS for the quarter, missing analysts’ consensus estimates of $0.79 by ($0.08). The firm had revenue of $14.37 billion for the quarter, compared to analyst estimates of $14.32 billion. Uber Technologies had a return on equity of 43.63% and a net margin of 19.33%.The business’s revenue for the quarter was up 20.1% on a year-over-year basis. During the same quarter in the previous year, the firm posted $3.21 EPS. Uber Technologies has set its Q1 2026 guidance at 0.650-0.720 EPS. Sell-side analysts predict that Uber Technologies, Inc. will post 3.34 earnings per share for the current fiscal year.

Insiders Place Their Bets

In related 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 completion of the transaction, the senior vice president owned 460,756 shares in the company, valued at approximately $34,303,284.20. The trade was a 6.11% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CFO Balaji (A) Krishnamurthy bought 22,453 shares of the stock in a transaction that occurred on Tuesday, February 24th. The shares were purchased at an average price of $71.25 per share, with a total value of $1,599,776.25. Following the purchase, 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 position. The SEC filing for this purchase provides additional information. Insiders own 3.81% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of analysts have issued reports on the company. Royal Bank Of Canada reissued an “outperform” rating and issued a $105.00 target price on shares of Uber Technologies in a research report on Thursday, February 5th. Citizens Jmp raised Uber Technologies from a “market perform” rating to an “outperform” rating and set a $100.00 target price on the stock in a research report on Wednesday, February 4th. Morgan Stanley cut their target price on Uber Technologies from $110.00 to $100.00 and set an “overweight” rating on the stock in a research report on Thursday, February 5th. Wolfe Research cut their target price on Uber Technologies from $125.00 to $110.00 and set an “outperform” rating on the stock in a research report on Monday, January 5th. Finally, DA Davidson cut their target price on Uber Technologies from $108.00 to $105.00 and set a “buy” rating on the stock in a research report on Monday, February 23rd. One equities research analyst has rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the stock has a consensus rating of “Moderate Buy” and an average target price of $105.14.

Uber Technologies News Summary

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

• Positive Sentiment: Uber disclosed a materially larger economic commitment to Lucid — an ~11.5% stake and an expanded robotaxi order (35,000 vehicles) alongside Lucid’s ~$1.05B financing — which signals stronger strategic backing for Uber’s AV roadmap and potential fleet supply for future robo‑taxis. Lucid Sees Uber Raise Stake, Expands Robotaxi Commitment
• Positive Sentiment: Uber and Block expanded a global partnership to bring Square’s Uber Eats integrations internationally and introduce Cash App Pay in the U.S., a move that could boost payments revenue, restaurant integrations and monetization of Eats. Uber and Block Expand Global Partnership to Transform Restaurant Operations and Launch Cash App Pay
• Positive Sentiment: Coco Robotics launched autonomous delivery on Uber Eats in San Jose, expanding robot delivery coverage — a small but incremental step toward lower last‑mile costs and greener delivery options. Coco Robotics Launches with Uber Eats in San Jose
• Positive Sentiment: Analyst optimism (TD Cowen cited as an example) is backing upside scenarios — bullish forecasts highlight strong booking trends, Delivery growth and AV partnerships as drivers of significant upside. Uber (UBER) Stock: Analyst Projects 47% Rally on Strong Booking Trends
• Neutral Sentiment: Coverage notes the stock is falling even as parts of the market rally — useful context but not by itself a catalyst beyond investor positioning. Uber Technologies (UBER) Stock Drops Despite Market Gains
• Negative Sentiment: A federal jury found Uber liable in a bellwether assault trial and awarded damages; more than 3,000 similar claims remain in multidistrict litigation — a headline that raises legal exposure and potential settlement costs. Federal Jury Once Again Finds Uber Responsible for Driver Assault
• Negative Sentiment: Local and state litigation/regulatory pressure: a Seattle report disputes Uber’s claims about gig-worker pay effects, and separate lawsuits allege Uber is skirting California protections — these increase the risk of higher labor costs or adverse rulings. Seattle report says gig worker pay law is working
• Negative Sentiment: Investor debate over Uber’s large AV push — coverage highlights a potential $10B investment pivot that could be a long‑term growth vector but also a near‑term margin and capital allocation risk. Uber’s AV Pivot: Growth Opportunity or Margin Risk?

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.