Schroder Investment Management Group Grows Position in Uber Technologies, Inc. $UBER

Schroder Investment Management Group grew its holdings in shares of Uber Technologies, Inc. (NYSE:UBER) by 0.1% in the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 6,728,162 shares of the ride-sharing company’s stock after purchasing an additional 7,049 shares during the quarter. Schroder Investment Management Group owned about 0.32% of Uber Technologies worth $659,158,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently modified their holdings of UBER. Kilter Group LLC bought a new stake in Uber Technologies during the 2nd quarter valued at $26,000. Westend Capital Management LLC purchased a new position in shares of Uber Technologies in the third quarter valued at $27,000. Total Investment Management Inc. bought a new stake in shares of Uber Technologies during the 2nd quarter valued at $32,000. Pilgrim Partners Asia Pte Ltd purchased a new stake in Uber Technologies during the 3rd quarter worth about $34,000. Finally, Howard Hughes Medical Institute bought a new position in Uber Technologies in the 2nd quarter worth about $42,000. Institutional investors own 80.24% of the company’s stock.

Analysts Set New Price Targets

Several equities research analysts have recently weighed in on UBER shares. The Goldman Sachs Group set a $125.00 price target on Uber Technologies in a research report on Wednesday, February 4th. UBS Group set a $111.00 price objective on shares of Uber Technologies in a research note on Monday, February 2nd. Jefferies Financial Group reaffirmed a “buy” rating on shares of Uber Technologies in a report on Wednesday, January 7th. 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, Royal Bank Of Canada reissued an “outperform” rating and issued a $105.00 price target on shares of Uber Technologies in a report on Thursday, February 5th. One investment analyst has rated the stock with a Strong Buy rating, thirty-three have given a Buy rating, six have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, Uber Technologies has an average rating of “Moderate Buy” and an average price target of $104.53.

Insiders Place Their Bets

In other news, CFO Balaji (A) Krishnamurthy acquired 22,453 shares of Uber Technologies stock in a transaction dated Tuesday, February 24th. The shares were purchased at an average cost 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 of the company’s stock, valued at $2,047,867.50. This trade represents a 357.02% increase in their ownership of the stock. The purchase was disclosed in a legal filing with the SEC, which is available through the SEC website. Also, insider Tony West sold 3,125 shares of the firm’s stock in a transaction dated Tuesday, January 20th. The shares were sold at an average price of $83.50, for a total value of $260,937.50. Following the transaction, the insider directly owned 176,584 shares in the company, valued at approximately $14,744,764. This represents a 1.74% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. 3.84% of the stock is owned by corporate insiders.

Uber Technologies News Roundup

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

• Positive Sentiment: Uber’s profitability milestone and strategic messaging at the Morgan Stanley conference underline management’s plan to diversify and monetize the platform, and Pershing Square’s large position (Bill Ackman exposure) signals heavyweight investor confidence. Uber Outlines Strategic Vision at Morgan Stanley Conference
• Positive Sentiment: Uber is rolling out Uber Autonomous Solutions and moving ahead with Uber Air (Joby eVTOL partnerships) — expanding the app beyond human drivers into autonomous cars and air taxis, which can increase addressable market and long-term revenue streams if execution goes as planned. Uber Expands Autonomous And Air Taxi Services
• Positive Sentiment: High-profile bullish commentary from influencers (e.g., Jim Cramer urging long-term holders to stay) can support retail demand and sentiment momentum even when fundamentals are mixed. Jim Cramer on Uber
• Positive Sentiment: Geographic/product expansion: Uber launched intercity bus ticketing in India, a low-cost, high-volume market expansion that could add incremental gross bookings and improve local monetization. Uber launches Intercity Bus ticketing in India
• Neutral Sentiment: Corporate/social PR: Uber partnered with a foundation to expand impaired-driving education — positive for brand and regulatory goodwill but limited direct financial impact. Foundation partners with Uber on impaired-driving education
• Neutral Sentiment: Insider/insider-like trades and small news items (e.g., reports of a senator acquiring UBER stock; profiles comparing UBER to other firms) are noted by outlets but are unlikely to move fundamentals materially. Stock Acquired Sen. John Boozman
• Negative Sentiment: Competitive risk from rapid Waymo robotaxi expansion: independent reporting flags that Waymo’s rollout is accelerating a shift to autonomous robotaxis that could compress driver-based margins and bookings for Uber in markets where AVs scale. This competitive threat is a key overhang on Uber’s valuation. How autonomous vehicles are disrupting the rideshare economy
• Negative Sentiment: Market skepticism persists despite profitability: commentary and analysis note that profitability alone hasn’t driven multiple expansion because growth has slowed, recent EPS missed estimates, and guidance is cautious — factors keeping the stock range-bound. Uber is finally profitable. So why is the stock still going nowhere?

Uber Technologies Trading Down 0.5%

Shares of Uber Technologies stock opened at $75.07 on Monday. The company has a debt-to-equity ratio of 0.38, a current ratio of 1.14 and a quick ratio of 1.14. Uber Technologies, Inc. has a 1 year low of $60.63 and a 1 year high of $101.99. The firm has a market cap of $154.50 billion, a PE ratio of 15.94, a PEG ratio of 6.89 and a beta of 1.22. The company has a 50 day simple moving average of $78.54 and a two-hundred day simple moving average of $87.25.

Uber Technologies (NYSE:UBER) last issued its quarterly 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). Uber Technologies had a return on equity of 43.63% and a net margin of 19.33%.The company had revenue of $14.37 billion during the quarter, compared to the consensus estimate of $14.32 billion. During the same period in the previous year, the company earned $3.21 EPS. Uber Technologies’s quarterly revenue was up 20.1% on a year-over-year basis. Uber Technologies has set its Q1 2026 guidance at 0.650-0.720 EPS. Analysts expect that Uber Technologies, Inc. will post 2.54 earnings per share for the current fiscal year.

About Uber Technologies

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.