Impax Asset Management Group plc Sells 22,765 Shares of Uber Technologies, Inc. $UBER

Impax Asset Management Group plc lowered its holdings in shares of Uber Technologies, Inc. (NYSE:UBER) by 9.6% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 213,202 shares of the ride-sharing company’s stock after selling 22,765 shares during the quarter. Impax Asset Management Group plc’s holdings in Uber Technologies were worth $20,887,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Brighton Jones LLC grew its holdings in shares of Uber Technologies by 3.4% in the fourth quarter. Brighton Jones LLC now owns 74,460 shares of the ride-sharing company’s stock worth $4,491,000 after purchasing an additional 2,474 shares during the last quarter. Revolve Wealth Partners LLC lifted its holdings in Uber Technologies by 65.0% during the 4th quarter. Revolve Wealth Partners LLC now owns 15,563 shares of the ride-sharing company’s stock valued at $939,000 after buying an additional 6,129 shares in the last quarter. Bison Wealth LLC boosted its position in Uber Technologies by 20.3% in the 4th quarter. Bison Wealth LLC now owns 3,792 shares of the ride-sharing company’s stock valued at $229,000 after buying an additional 641 shares during the period. Caxton Associates LLP bought a new position in Uber Technologies in the 1st quarter worth about $304,000. Finally, Trust Co. of Toledo NA OH purchased a new position in shares of Uber Technologies during the second quarter worth approximately $30,000. Hedge funds and other institutional investors own 80.24% of the company’s stock.

Key Stories Impacting Uber Technologies

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

• Positive Sentiment: Strategic M&A in Türkiye expands delivery footprint at an attractive price — Uber agreed to acquire Getir’s Türkiye delivery portfolio for $335M cash and will invest another $100M to grow grocery/retail delivery, increasing scale in a market where Uber already operates. Uber to buy delivery arm of Turkey’s Getir
• Positive Sentiment: Autonomous ride-hailing rollout with Baidu in Dubai adds long-term margin and differentiation upside — Baidu’s Apollo Go AVs will be available on the Uber app in Dubai next month, signaling progress on robotaxi monetization and international AV partnerships. Uber rolls out Baidu’s self-driving taxis for ride hailing in Dubai
• Positive Sentiment: Payments/operations tie-up with Adyen supports global expansion and payments flexibility — renewed/expanded Adyen partnership can reduce payment friction and speed new market launches (e.g., kiosks). Adyen and Uber expand global partnership
• Neutral Sentiment: Earnings and guidance are mixed — Q4 showed profitable growth but Uber missed EPS estimates; management gave Q1 EPS guidance (0.65–0.72) and revenue growth remains solid, so fundamentals are improving even if near-term beats/misses matter to sentiment. Uber Technologies Earnings Call Highlights Profitable Growth
• Negative Sentiment: Legal risk from a recent trial loss increases potential liability and regulatory scrutiny — a Bloomberg Law piece highlights competing liability theories in assault suits against Uber, which could raise litigation costs or settlements. Uber Trial Loss Shows Competing Liability Paths in Assault Suits
• Negative Sentiment: Analyst pressure: Citigroup cut its price target, which can weigh on sentiment even if target remains above current levels — analyst revisions can drive short-term selling. Citigroup Cuts Uber Technologies (NYSE:UBER) Price Target to $110.00

Wall Street Analyst Weigh In

A number of brokerages recently issued reports on UBER. TD Cowen reiterated a “buy” rating on shares of Uber Technologies in a report on Wednesday, November 5th. Barclays lowered their target price on Uber Technologies from $110.00 to $107.00 and set an “overweight” rating for the company in a report on Wednesday, November 5th. Cantor Fitzgerald cut their price target on Uber Technologies from $99.00 to $92.00 and set an “overweight” rating on the stock in a research note on Thursday, February 5th. Morgan Stanley decreased their price objective on Uber Technologies from $110.00 to $100.00 and set an “overweight” rating for the company in a report on Thursday, February 5th. Finally, Wells Fargo & Company dropped their target price on shares of Uber Technologies from $122.00 to $100.00 and set an “overweight” rating on the stock in a report on Thursday, February 5th. One research analyst has rated the stock with a Strong Buy rating, thirty-three have assigned a Buy rating, seven have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, Uber Technologies has a consensus rating of “Moderate Buy” and a consensus price target of $104.89.

Uber Technologies Price Performance

Shares of UBER stock opened at $73.47 on Wednesday. The stock’s 50-day moving average is $82.53 and its 200 day moving average is $89.46. Uber Technologies, Inc. has a 1-year low of $60.63 and a 1-year high of $101.99. The company has a debt-to-equity ratio of 0.38, a current ratio of 1.14 and a quick ratio of 1.15. The company has a market cap of $152.66 billion, a P/E ratio of 15.60, a PEG ratio of 6.75 and a beta of 1.21.

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 company posted $3.21 earnings per share. The business’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. Research analysts predict that Uber Technologies, Inc. will post 2.54 earnings per share for the current fiscal year.

Insider Buying and Selling

In related news, insider Tony West sold 3,125 shares of the stock in a transaction that occurred on Tuesday, January 20th. The shares were sold at an average price of $83.50, for a total transaction of $260,937.50. Following the completion of the sale, the insider owned 176,584 shares of the company’s stock, valued at $14,744,764. This represents a 1.74% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Insiders have sold a total of 9,375 shares of company stock worth $799,875 over the last three months. Corporate insiders own 3.70% of the company’s stock.

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.