Boston Partners Reduces Stock Position in Uber Technologies, Inc. $UBER

Boston Partners lowered its stake in Uber Technologies, Inc. (NYSE:UBER) by 3.7% during the 4th quarter, HoldingsChannel reports. The firm owned 9,073,648 shares of the ride-sharing company’s stock after selling 349,060 shares during the period. Uber Technologies comprises 0.8% of Boston Partners’ holdings, making the stock its 25th largest position. Boston Partners’ holdings in Uber Technologies were worth $743,090,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Longbow Finance SA increased its stake in shares of Uber Technologies by 51.8% in the 3rd quarter. Longbow Finance SA now owns 112,287 shares of the ride-sharing company’s stock worth $11,001,000 after purchasing an additional 38,304 shares in the last quarter. Vanguard Group Inc. lifted its position in shares of Uber Technologies by 0.9% in the fourth quarter. Vanguard Group Inc. now owns 192,499,602 shares of the ride-sharing company’s stock valued at $15,729,142,000 after acquiring an additional 1,670,761 shares in the last quarter. Mach 1 Financial Group LLC purchased a new position in shares of Uber Technologies in the fourth quarter valued at about $1,220,000. DDD Partners LLC boosted its position in shares of Uber Technologies by 243.7% during the third quarter. DDD Partners LLC now owns 174,824 shares of the ride-sharing company’s stock worth $17,128,000 after acquiring an additional 123,963 shares during the last quarter. Finally, Teacher Retirement System of Texas boosted its position in shares of Uber Technologies by 17.6% during the fourth quarter. Teacher Retirement System of Texas now owns 554,154 shares of the ride-sharing company’s stock worth $45,280,000 after acquiring an additional 82,851 shares during the last quarter. Hedge funds and other institutional investors own 80.24% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of brokerages recently weighed in on UBER. BNP Paribas Exane lowered shares of Uber Technologies to an “underweight” rating in a research report on Monday, May 11th. The Goldman Sachs Group set a $115.00 target price on shares of Uber Technologies in a research report on Thursday, May 7th. Truist Financial raised their price target on Uber Technologies from $108.00 to $112.00 and gave the company a “buy” rating in a report on Thursday, May 7th. HSBC downgraded Uber Technologies to a “reduce” rating in a research report on Monday, May 11th. Finally, Royal Bank Of Canada began coverage on shares of Uber Technologies in a research note on Monday, May 11th. They issued an “outperform” rating for the company. One analyst has rated the stock with a Strong Buy rating, thirty have given a Buy rating, seven have given a Hold rating and three have assigned a Sell rating to the company. According to data from MarketBeat, Uber Technologies currently has an average rating of “Moderate Buy” and an average target price of $104.97.

Uber Technologies Price Performance

NYSE:UBER opened at $68.67 on Friday. The stock has a 50 day moving average of $73.41 and a two-hundred day moving average of $77.16. The firm has a market cap of $139.79 billion, a P/E ratio of 17.13, a price-to-earnings-growth ratio of 5.91 and a beta of 1.12. The company has a current ratio of 1.07, a quick ratio of 1.07 and a debt-to-equity ratio of 0.41. Uber Technologies, Inc. has a 12 month low of $67.19 and a 12 month high of $101.99.

Uber Technologies (NYSE:UBER) last issued its earnings results on Wednesday, May 6th. The ride-sharing company reported $0.72 EPS for the quarter, beating analysts’ consensus estimates of $0.69 by $0.03. The business had revenue of $13.20 billion during the quarter, compared to analysts’ expectations of $13.28 billion. Uber Technologies had a net margin of 15.91% and a return on equity of 41.40%. The company’s quarterly revenue was up 14.5% compared to the same quarter last year. During the same period in the prior year, the business earned $0.83 earnings per share. Uber Technologies has set its Q2 2026 guidance at 0.780-0.820 EPS. On average, analysts expect that Uber Technologies, Inc. will post 2.95 earnings per share for the current fiscal year.

Insiders Place Their Bets

In other Uber Technologies news, SVP Nikki Krishnamurthy sold 30,000 shares of the business’s stock in a transaction dated Monday, March 16th. The shares were sold at an average price of $74.45, for a total value of $2,233,500.00. Following the transaction, the senior vice president directly owned 460,756 shares in the company, valued at $34,303,284.20. The trade was a 6.11% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available through the SEC website. 3.81% of the stock is owned by insiders.

Key Headlines Impacting Uber Technologies

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

• Negative Sentiment: Investors are concerned that self-driving competitors could eventually erode Uber’s core ride-hailing market, especially as Waymo expands and tests new revenue models. Ca$htag$: UBER First in Rideshare, GOOGL Gains Speed with Waymo
• Negative Sentiment: Uber is also facing skepticism over a possible Delivery Hero acquisition bid, with investors worried the deal could add integration risk and require asset divestitures to clear regulators. Uber (UBER) Plots Delivery Hero Acquisition With Strategic Asset Divestitures
• Neutral Sentiment: Analysts remain somewhat constructive on earnings, with Erste Group raising FY2026 EPS estimates to $3.35 from $3.34, which is slightly above the broader consensus of $2.95. Uber Technologies news
• Neutral Sentiment: Uber continues to defend its platform by suing New York City over a new driver-deactivation law, arguing the rule could hurt rider safety and weaken its control over marketplace operations. Uber Lawsuit Over New York Driver Rules Puts Safety Policy In Focus
• Positive Sentiment: Longer term, Uber still has support from bullish analysts and investor interest in its platform, including its expanding role in mobility and autonomy, which could help offset current concerns. Waymo vs. Uber: Who Will Control the Future of Autonomous Ride-Hailing?

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.