Uber Technologies, Inc. $UBER Stock Sold by Gallagher Capital Advisors LLC

Gallagher Capital Advisors LLC reduced its position in shares of Uber Technologies, Inc. (NYSE:UBER) by 67.2% in the third quarter, according to its most recent filing with the SEC. The fund owned 5,206 shares of the ride-sharing company’s stock after selling 10,675 shares during the quarter. Gallagher Capital Advisors LLC’s holdings in Uber Technologies were worth $357,000 at the end of the most recent reporting period.

Other large investors also recently bought and sold shares of the company. Public Investment Fund purchased a new position in shares of Uber Technologies in the 2nd quarter worth $5,256,173,439. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its holdings in shares of Uber Technologies by 2.0% in the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 13,078,612 shares of the ride-sharing company’s stock valued at $1,068,653,000 after acquiring an additional 258,448 shares during the last quarter. Legal & General Group Plc bought a new position in shares of Uber Technologies in the 2nd quarter valued at about $943,167,000. Mitsubishi UFJ Asset Management Co. Ltd. bought a new position in shares of Uber Technologies in the 2nd quarter valued at about $752,151,000. Finally, Baird Financial Group Inc. grew its position in Uber Technologies by 64.4% in the second quarter. Baird Financial Group Inc. now owns 9,099,343 shares of the ride-sharing company’s stock worth $656,609,000 after acquiring an additional 3,564,073 shares in the last quarter. Institutional investors own 80.24% of the company’s stock.

Uber Technologies News Summary

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

• Positive Sentiment: Uber agreed to acquire ezCater, a profitable corporate-catering marketplace, for approximately $2.3 billion in cash. The deal could strengthen Uber for Business, add higher-value orders—ezCater’s average order reportedly exceeds $400—and diversify revenue beyond consumer rides and restaurant meals. Deal Dispatch: Uber Buys ezCater For $2.3B
• Positive Sentiment: Analysts and financial commentators described the ezCater purchase as a potentially smart margin and growth move, while Uber’s CFO argued that acquisitions can accelerate expansion more effectively than building new businesses internally. Uber’s ezCater Acquisition Looks Like a Smart Move
• Positive Sentiment: Uber Eats expanded its marketplace through a partnership with Sur La Table, adding cookware, appliances, kitchen tools and other products for on-demand and scheduled delivery. The move supports Uber’s broader strategy of becoming a multipurpose local-commerce platform. Sur La Table Arrives on Uber Eats
• Positive Sentiment: Uber and Pony.ai plan to begin testing Gen-7 autonomous vehicles in London, advancing Uber’s partnership-led robotaxi strategy and its goal of expanding autonomous ride-hailing into multiple global cities. Uber and Pony.ai Plan London Robotaxis
• Neutral Sentiment: Citizens JMP reaffirmed an “Market Outperform” rating. Uber’s trailing operating margin reached 12.1%, its strongest level in five years, but investors are evaluating whether the improvement can persist.
• Negative Sentiment: The ezCater transaction requires a substantial cash outlay and has prompted scrutiny of Uber’s acquisition strategy. Commentary also noted that strong operational growth has been offset by softer guidance, while the company’s year-to-date performance remains under pressure.

Uber Technologies Trading Up 1.8%

UBER opened at $71.47 on Friday. The stock has a market cap of $145.98 billion, a price-to-earnings ratio of 15.71, a P/E/G ratio of 5.72 and a beta of 1.27. The stock’s 50 day moving average price is $73.17 and its 200-day moving average price is $72.94. Uber Technologies, Inc. has a one year low of $65.41 and a one year high of $100.35. The company has a debt-to-equity ratio of 0.38, a quick ratio of 0.84 and a current ratio of 0.84.

Uber Technologies (NYSE:UBER) last issued its quarterly earnings results 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. Uber Technologies had a return on equity of 43.36% and a net margin of 17.34%. The firm had revenue of $14.19 billion during the quarter, compared to analyst estimates of $14.24 billion. During the same period last year, the company earned $0.60 EPS. Uber Technologies’s quarterly revenue was up 12.2% compared to the same quarter last year. Uber Technologies has set its Q3 2026 guidance at 0.840-0.880 EPS. On average, equities analysts forecast that Uber Technologies, Inc. will post 3.35 EPS for the current year.

Insider Transactions at Uber Technologies

In related news, insider Andrew Macdonald purchased 70,000 shares of the business’s stock in a transaction dated Friday, September 4th. The shares were purchased at an average cost of $75.83 per share, for a total transaction of $5,308,100.00. Following the completion of the acquisition, the insider owned 426,320 shares in the company, valued at approximately $32,327,845.60. This trade represents a 19.65% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, insider Jill Hazelbaker sold 28,170 shares of Uber Technologies stock in a transaction dated Friday, September 11th. The shares were sold at an average price of $71.31, for a total transaction of $2,008,802.70. Following the sale, the insider owned 149,525 shares of the company’s stock, valued at $10,662,627.75. The trade was a 15.85% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 3.81% of the company’s stock.

Analyst Upgrades and Downgrades

UBER has been the topic of a number of recent research reports. Roth Capital decreased their price objective on Uber Technologies from $105.00 to $100.00 and set a “buy” rating on the stock in a research report on Monday, August 10th. Needham & Company LLC reiterated a “buy” rating and issued a $109.00 target price on shares of Uber Technologies in a report on Thursday, August 6th. Wells Fargo & Company boosted their target price on Uber Technologies from $89.00 to $92.00 and gave the company an “overweight” rating in a research report on Monday. Wedbush restated an “outperform” rating and set a $91.00 price target on shares of Uber Technologies in a report on Tuesday, September 8th. Finally, Piper Sandler restated an “overweight” rating on shares of Uber Technologies in a research report on Thursday, August 13th. Two research analysts have rated the stock with a Strong Buy rating, thirty-four have assigned a Buy rating, four have issued a Hold rating and three have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Uber Technologies has an average rating of “Moderate Buy” and a consensus price target of $103.11.

Uber Technologies Profile

Uber Technologies, Inc (NYSE: UBER) is a technology company that operates a global platform connecting consumers with independent drivers, delivery couriers, merchants and other service providers. Founded in 2009 and headquartered in San Francisco, Uber originally focused on app-based ride-hailing and has expanded into a broader range of mobility and delivery services.

Its Mobility segment offers rides through products such as UberX, Uber Black and other locally available options, as well as services including taxis, car rentals, scooters and bikes in select markets.