Sumitomo Mitsui Trust Group Inc. Purchases 1,077,303 Shares of Uber Technologies, Inc. $UBER

Sumitomo Mitsui Trust Group Inc. raised its position in Uber Technologies, Inc. (NYSE:UBER) by 17.4% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 7,275,479 shares of the ride-sharing company’s stock after purchasing an additional 1,077,303 shares during the period. Sumitomo Mitsui Trust Group Inc. owned 0.35% of Uber Technologies worth $712,779,000 at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in UBER. Foster Group Inc. raised its stake in Uber Technologies by 3.3% in the third 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 in the last quarter. Dumont & Blake Investment Advisors LLC boosted its stake in Uber Technologies by 1.3% during the third quarter. Dumont & Blake Investment Advisors LLC now owns 8,975 shares of the ride-sharing company’s stock valued at $879,000 after buying an additional 115 shares during the last quarter. Realta Investment Advisors lifted its holdings in shares of Uber Technologies by 2.9% in the 3rd quarter. Realta Investment Advisors now owns 4,018 shares of the ride-sharing company’s stock worth $394,000 after buying an additional 115 shares during the period. Abacus Planning Group Inc. increased its stake in shares of Uber Technologies by 2.8% in the third quarter. Abacus Planning Group Inc. now owns 4,260 shares of the ride-sharing company’s stock worth $417,000 after acquiring an additional 117 shares during the period. Finally, Ethos Financial Group LLC boosted its stake in Uber Technologies by 3.9% during the third quarter. Ethos Financial Group LLC now owns 3,092 shares of the ride-sharing company’s stock worth $303,000 after buying an additional 117 shares during the last quarter. 80.24% of the stock is currently owned by institutional investors.

Uber Technologies Price Performance

Uber Technologies stock opened at $85.46 on Monday. The company has a debt-to-equity ratio of 0.37, a current ratio of 1.15 and a quick ratio of 1.15. Uber Technologies, Inc. has a one year low of $60.63 and a one year high of $101.99. The firm has a market capitalization of $177.58 billion, a P/E ratio of 10.98 and a beta of 1.20. The business has a fifty day moving average price of $86.55 and a 200-day moving average price of $91.35.

Uber Technologies (NYSE:UBER) last issued its earnings results on Tuesday, November 4th. The ride-sharing company reported $3.11 EPS for the quarter, topping the consensus estimate of $0.67 by $2.44. The business had revenue of $13.47 billion during the quarter, compared to the consensus estimate of $13.25 billion. Uber Technologies had a return on equity of 68.17% and a net margin of 33.54%.The firm’s revenue was up 20.4% compared to the same quarter last year. During the same quarter last year, the company earned $1.20 EPS. As a group, equities research analysts forecast that Uber Technologies, Inc. will post 2.54 EPS for the current year.

Analyst Upgrades and Downgrades

A number of equities research analysts recently weighed in on the company. Weiss Ratings restated a “buy (b)” rating on shares of Uber Technologies in a report on Monday, December 29th. BMO Capital Markets decreased their target price on Uber Technologies from $113.00 to $106.00 and set an “outperform” rating on the stock in a report on Wednesday, November 5th. Royal Bank Of Canada set a $110.00 price objective on Uber Technologies in a research note on Wednesday, November 5th. Susquehanna restated a “positive” rating and issued a $110.00 target price on shares of Uber Technologies in a report on Wednesday, November 5th. Finally, Melius lowered shares of Uber Technologies from a “hold” rating to a “sell” rating and set a $73.00 price target for the company. in a research report on Monday, January 5th. Two research analysts have rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating, eight have issued a Hold rating and two have assigned a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of “Moderate Buy” and a consensus price target of $107.14.

Key Headlines Impacting Uber Technologies

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

• Positive Sentiment: Jefferies and Bank of America reiterated Buy ratings with high price targets (~$119–$120), reinforcing buy-side conviction that Uber’s margin and free-cash-flow story can sustain upside. Jefferies and BofA Remain Bullish on Uber Technologies (UBER)
• Positive Sentiment: Wells Fargo raised its price target to $122 and kept an Overweight rating, signaling institutional confidence and providing a near-term technical/psychological boost for the stock. Wells Fargo Raises Price Target
• Positive Sentiment: CES robotaxi developments (Lucid’s reveal and Lucid–Nuro partnerships) and commentary that Nvidia’s robotaxi push could help platform players have revived optimism that Uber can act as the distribution/payment/routing layer for autonomous fleets—supporting margin inflection without owning vehicles. Lucid Motors Just Revealed Its New Robotaxi at CES 2026
• Positive Sentiment: MarketBeat highlights Uber’s margin-inflection thesis as the key 2026 catalyst—if AV fleets scale, Uber can improve operating leverage and cash flow by being the aggregator rather than the vehicle owner. 3 Tech Stocks Positioned for the Next Leg of the Bull Market
• Neutral Sentiment: Uber renewed its global maps deal with TomTom, which improves routing precision and efficiency but is incremental to near-term revenue; it supports execution rather than driving immediate upside. Uber Renews Global Maps Deal With TomTom
• Negative Sentiment: Zacks analysis ranks Baidu ahead of Uber in the autonomous-vehicle race, citing Baidu’s rollout, earnings outlook and valuation — a reminder that AV competition could cap upside for Uber’s AV narrative. UBER vs. BIDU: Which Stock Is Better Placed in the Promising AV Space?
• Negative Sentiment: Analysts expect Uber’s upcoming Q4 2025 results to show a double‑digit decline in the bottom line, creating short-term earnings risk that could pressure the stock until results and guidance are clear. Uber’s Q4 2025 Earnings: What to Expect
• Negative Sentiment: Melius Research flagged Uber with a “strong sell” designation (contradicting other bullish notes), adding downside narrative risk from divergent analyst views. Melius Research Strong Sell Call

Insider Buying and Selling at Uber Technologies

In other Uber Technologies news, CFO Prashanth Mahendra-Rajah sold 5,500 shares of the firm’s stock in a transaction dated Wednesday, November 12th. The stock was sold at an average price of $94.41, for a total transaction of $519,255.00. Following the sale, the chief financial officer owned 20,330 shares in the company, valued at $1,919,355.30. This trade represents a 21.29% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider Tony West sold 3,125 shares of the firm’s stock in a transaction that occurred on Thursday, December 18th. The stock was sold at an average price of $80.36, for a total transaction of $251,125.00. Following the completion of the transaction, the insider owned 175,423 shares in the company, valued at $14,096,992.28. This represents a 1.75% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders sold 14,875 shares of company stock valued at $1,348,818 over the last quarter. 3.70% of the stock is owned by company 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.