Uber Technologies, Inc. $UBER Shares Sold by Aristotle Capital Management LLC

Aristotle Capital Management LLC lessened its position in Uber Technologies, Inc. (NYSE:UBER) by 5.0% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 11,248,211 shares of the ride-sharing company’s stock after selling 587,949 shares during the quarter. Uber Technologies makes up about 2.1% of Aristotle Capital Management LLC’s portfolio, making the stock its 13th largest holding. Aristotle Capital Management LLC’s holdings in Uber Technologies were worth $1,101,996,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in UBER. Kilter Group LLC acquired a new position in Uber Technologies in the 2nd quarter valued at $26,000. Westend Capital Management LLC acquired a new stake in Uber Technologies during the 3rd quarter worth $27,000. Total Investment Management Inc. purchased a new stake in shares of Uber Technologies during the second quarter worth $32,000. Imprint Wealth LLC purchased a new stake in shares of Uber Technologies during the third quarter worth $32,000. Finally, Pilgrim Partners Asia Pte Ltd acquired a new stake in shares of Uber Technologies in the third quarter valued at about $34,000. 80.24% of the stock is currently owned by hedge funds and other institutional investors.

Uber Technologies News Summary

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

• Positive Sentiment: Uber and Motional have relaunched a commercial robotaxi service in Las Vegas (electric IONIQ 5s; safety drivers initially, operator removal planned), giving Uber real-world AV volume, visibility and potential incremental mobility revenue. Uber and Motional Launch Robotaxi Service in Las Vegas
• Positive Sentiment: Uber struck a multiyear deal to deploy Amazon/Zoox purpose‑built robotaxis on the Uber app (initial U.S. rollouts announced), broadening its AV partner set and scaling potential robotaxi supply without heavy capex. Is Uber’s Robotaxi Deal With Amazon’s Zoox a Growth Catalyst?
• Positive Sentiment: Marsh Risk and Apollo launched an insurance facility to back Uber’s autonomous‑vehicle expansion — removing a major operational hurdle by improving availability and pricing of liability coverage as AV deployments scale. Marsh Risk and Apollo launch Insurance Facility to support Uber’s autonomous vehicle expansion
• Positive Sentiment: Uber expanded international AV pilots, teaming with Nissan and Wayve for a Tokyo robotaxi program (pilot planned for late 2026), signaling global roll‑out optionality beyond U.S. testbeds. Nissan, Uber, Wayve announce robotaxi tie-up
• Neutral Sentiment: MarketBeat flagged Uber among names with technical tailwinds for traders — useful for short‑term momentum players but not a substitute for fundamentals. 3 Rebound Candidates With Technical Tailwinds (UBER)
• Neutral Sentiment: Coverage pieces (Forbes/Fool) are framing Uber as a potential value/growth play given solid cash flow trends and a relatively low debt load; useful context for longer‑term investors but not a catalyst by itself. Is Uber Stock Now A Value Play?
• Neutral Sentiment: Travis Kalanick launched Atoms (specialized industrial robotics). It’s notable because of his profile, but Atoms targets industrial sectors (mining/food/transport) rather than Uber’s consumer mobility business, so immediate competitive impact is unclear. Uber co-founder Kalanick launches Atoms in specialized robotics push
• Negative Sentiment: Short‑term pressure persists: analysts pointed out the stock dipped more than the broader market recently amid volatility and an EPS miss in the last quarter (Q4 EPS below consensus), keeping some investors cautious about near‑term multiples. Why Uber Technologies (UBER) Dipped More Than Broader Market Today

Insider Buying and Selling at Uber Technologies

In other Uber Technologies news, insider Tony West sold 3,125 shares of Uber Technologies stock in a transaction on Tuesday, January 20th. The stock was sold at an average price of $83.50, for a total value of $260,937.50. Following the sale, the insider 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 transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO Balaji (A) Krishnamurthy purchased 22,453 shares of the firm’s stock in a transaction dated Tuesday, February 24th. The stock was acquired at an average cost of $71.25 per share, for a total transaction of $1,599,776.25. Following the purchase, the chief financial officer owned 28,742 shares in the company, valued at approximately $2,047,867.50. The trade was a 357.02% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. 3.84% of the stock is owned by company insiders.

Uber Technologies Stock Up 0.5%

Shares of NYSE UBER opened at $73.33 on Friday. The company has a 50 day simple moving average of $77.70 and a 200-day simple moving average of $86.53. The company has a market capitalization of $150.92 billion, a P/E ratio of 15.57, a P/E/G ratio of 6.72 and a beta of 1.22. 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.

Uber Technologies (NYSE:UBER) last released its quarterly earnings results on Wednesday, February 4th. The ride-sharing company reported $0.71 EPS for the quarter, missing the consensus estimate of $0.79 by ($0.08). Uber Technologies had a net margin of 19.33% and a return on equity of 43.63%. The firm had revenue of $14.37 billion for the quarter, compared to analysts’ expectations of $14.32 billion. During the same period in the previous year, the firm posted $3.21 EPS. The firm’s quarterly revenue was up 20.1% compared to the same quarter last year. Uber Technologies has set its Q1 2026 guidance at 0.650-0.720 EPS. On average, equities research analysts predict that Uber Technologies, Inc. will post 2.54 earnings per share for the current year.

Wall Street Analysts Forecast Growth

UBER has been the topic of several research reports. Weiss Ratings reissued a “buy (b)” rating on shares of Uber Technologies in a research note on Monday, December 29th. The Goldman Sachs Group set a $125.00 price objective on shares of Uber Technologies in a research note on Wednesday, February 4th. Arete Research set a $125.00 target price on shares of Uber Technologies and gave the stock a “buy” rating in a research note on Wednesday, December 3rd. TD Cowen restated a “buy” rating on shares of Uber Technologies in a report on Wednesday. Finally, Citigroup dropped their price target on Uber Technologies from $120.00 to $110.00 and set a “buy” rating for the company in a research report on Friday, February 6th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-three have assigned a Buy rating, four have issued a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $105.29.

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.