National Pension Service Trims Holdings in Uber Technologies, Inc. $UBER

National Pension Service trimmed its stake in shares of Uber Technologies, Inc. (NYSE:UBER) by 0.4% during the second quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 4,555,765 shares of the ride-sharing company’s stock after selling 17,311 shares during the quarter. National Pension Service’s holdings in Uber Technologies were worth $328,744,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in UBER. Osbon Capital Management LLC purchased a new position in Uber Technologies during the 4th quarter valued at about $25,000. Nalls Sherbakoff Group LLC purchased a new stake in shares of Uber Technologies in the fourth quarter worth about $25,000. Portus Wealth Advisors LLC bought a new position in shares of Uber Technologies in the first quarter valued at approximately $25,000. Measured Wealth Private Client Group LLC bought a new position in shares of Uber Technologies in the third quarter valued at approximately $25,000. Finally, Lloyd Advisory Services LLC. purchased a new position in Uber Technologies during the fourth quarter valued at approximately $27,000. Hedge funds and other institutional investors own 80.24% of the company’s stock.

Insider Transactions at Uber Technologies

In other Uber Technologies news, insider Andrew Macdonald purchased 70,000 shares of Uber Technologies stock in a transaction on Friday, September 4th. The shares were acquired at an average cost of $75.83 per share, for a total transaction of $5,308,100.00. Following the completion of the transaction, the insider directly owned 426,320 shares of the company’s stock, valued at approximately $32,327,845.60. The trade was a 19.65% increase in their ownership of the stock. The purchase was disclosed in a filing with the SEC, which is available through this hyperlink. 3.81% of the stock is currently owned by corporate insiders.

Analyst Upgrades and Downgrades

A number of analysts recently weighed in on the stock. Needham & Company LLC reaffirmed a “buy” rating and set a $109.00 target price on shares of Uber Technologies in a report on Thursday, August 6th. Susquehanna cut their price target on shares of Uber Technologies from $110.00 to $90.00 and set a “positive” rating for the company in a report on Thursday, August 6th. Barclays reduced their price target on shares of Uber Technologies from $107.00 to $106.00 and set an “overweight” rating for the company in a research report on Thursday, August 6th. Citigroup reiterated a “market outperform” rating on shares of Uber Technologies in a research report on Wednesday, August 19th. Finally, BTIG Research restated a “buy” rating and set a $100.00 target price on shares of Uber Technologies in a research report on Thursday, September 3rd. Two analysts have rated the stock with a Strong Buy rating, thirty-five have given a Buy rating, three have assigned a Hold rating and three have given a Sell rating to the stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $104.37.

Key Stories Impacting Uber Technologies

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

• Positive Sentiment: Uber’s first five-part euro bond sale raised approximately €4.5 billion. The proceeds are expected to support the company’s broader robotaxi strategy, giving Uber capital to expand autonomous-vehicle partnerships without building its own vehicles. Uber euro bond offering
• Positive Sentiment: Uber Eats expanded its grocery network through a partnership with Wakefern, adding more than 375 supermarkets—including ShopRite, Fairway Market and other regional banners—in the Northeast. The deal increases delivery density and could support continued growth beyond ride-hailing. Uber Eats and Wakefern partnership
• Positive Sentiment: President and COO Andrew Macdonald purchased 70,000 shares for roughly $5.3 million, increasing his direct ownership by nearly 20%. The insider purchase may signal confidence that Uber’s shares are undervalued. Uber insider purchase
• Neutral Sentiment: Scotiabank initiated coverage favoring scaled platforms Uber and DoorDash over Lyft, while Uber continues pursuing expansion in markets such as Hong Kong. These developments support its competitive position but do not immediately change earnings.
• Negative Sentiment: The bond financing increases funding capacity but also raises leverage and execution concerns, particularly because Uber is committing substantial capital to a robotaxi strategy whose returns remain uncertain.
• Negative Sentiment: Tesla’s commercial Cybercab rollout intensified fears that Tesla could capture autonomous-ride demand and economics before Uber’s partnerships scale. The competitive threat overshadowed Uber’s asset-light approach to robotaxis. Uber robotaxi competition

Uber Technologies Trading Down 2.8%

NYSE UBER opened at $71.11 on Thursday. The company has a quick ratio of 0.84, a current ratio of 0.84 and a debt-to-equity ratio of 0.38. The stock’s 50-day simple moving average is $74.04 and its two-hundred day simple moving average is $73.62. Uber Technologies, Inc. has a twelve month low of $65.41 and a twelve month high of $101.99. The company has a market capitalization of $145.24 billion, a price-to-earnings ratio of 15.63, a PEG ratio of 5.79 and a beta of 1.16.

Uber Technologies (NYSE:UBER) last posted its quarterly earnings data on Wednesday, August 5th. The ride-sharing company reported $0.81 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.80 by $0.01. The firm had revenue of $14.19 billion during the quarter, compared to analysts’ expectations of $14.24 billion. Uber Technologies had a return on equity of 43.36% and a net margin of 17.34%.The company’s revenue for the quarter was up 12.2% compared to the same quarter last year. During the same period in the prior year, the business earned $0.60 EPS. Uber Technologies has set its Q3 2026 guidance at 0.840-0.880 EPS. Research analysts forecast that Uber Technologies, Inc. will post 3.45 EPS for the current fiscal year.

About Uber Technologies

Uber Technologies, Inc is a technology company that operates a global platform connecting consumers with drivers, couriers, merchants and transportation providers. The company’s core mobility business enables users to request rides through the Uber app, including options such as private rides, taxis and other forms of local transportation.

Uber also operates Uber Eats, a delivery marketplace that connects consumers with restaurants, grocery stores and other retailers. In addition, the company provides logistics services through Uber Freight, which connects carriers and shippers, and offers advertising solutions to businesses seeking to reach users on its platform.