Employees Retirement System of Texas Buys 119,244 Shares of Uber Technologies, Inc. $UBER

Employees Retirement System of Texas lifted its stake in shares of Uber Technologies, Inc. (NYSE:UBER) by 11.7% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 1,138,952 shares of the ride-sharing company’s stock after purchasing an additional 119,244 shares during the quarter. Uber Technologies accounts for 0.9% of Employees Retirement System of Texas’ holdings, making the stock its 21st biggest holding. Employees Retirement System of Texas owned approximately 0.05% of Uber Technologies worth $111,583,000 as of its most recent filing with the SEC.

A number of other hedge funds also recently modified their holdings of UBER. KLCM Advisors Inc. bought a new position in Uber Technologies in the 3rd quarter valued at about $213,000. BOKF NA lifted its holdings in shares of Uber Technologies by 25.2% during the 3rd quarter. BOKF NA now owns 62,713 shares of the ride-sharing company’s stock worth $6,144,000 after acquiring an additional 12,631 shares during the period. Hobbs Group Advisors LLC acquired a new stake in shares of Uber Technologies during the 3rd quarter worth approximately $229,000. Blue Whale Capital LLP boosted its position in shares of Uber Technologies by 17.2% during the 3rd quarter. Blue Whale Capital LLP now owns 993,772 shares of the ride-sharing company’s stock worth $97,360,000 after acquiring an additional 145,653 shares in the last quarter. Finally, Nemes Rush Group LLC increased its stake in Uber Technologies by 2.5% in the third quarter. Nemes Rush Group LLC now owns 20,848 shares of the ride-sharing company’s stock valued at $2,042,000 after acquiring an additional 504 shares during the last quarter. Institutional investors own 80.24% of the company’s stock.

Analyst Ratings Changes

UBER has been the topic of several recent analyst reports. Citizens Jmp upgraded Uber Technologies from a “market perform” rating to an “outperform” rating and set a $100.00 price target on the stock in a research note on Wednesday, February 4th. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Uber Technologies in a research note on Monday, December 29th. Roth Mkm set a $105.00 target price on Uber Technologies in a research report on Thursday, February 5th. KeyCorp lowered their target price on Uber Technologies from $110.00 to $105.00 and set an “overweight” rating for the company in a research note on Tuesday, January 20th. Finally, JPMorgan Chase & Co. dropped their target price on shares of Uber Technologies from $110.00 to $105.00 and set an “overweight” rating for the company in a report on Thursday, February 5th. One investment analyst has rated the stock with a Strong Buy rating, thirty-three have assigned a Buy rating, four have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat, the stock has an average rating of “Moderate Buy” and an average target price of $105.29.

Insider Activity at Uber Technologies

In other Uber Technologies news, CFO Balaji (A) Krishnamurthy acquired 22,453 shares of the company’s stock in a transaction that occurred on Tuesday, February 24th. The stock was acquired at an average price of $71.25 per share, for a total transaction of $1,599,776.25. Following the acquisition, the chief financial officer directly owned 28,742 shares in the company, valued at $2,047,867.50. This represents a 357.02% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, insider Tony West sold 3,125 shares of Uber Technologies stock in a transaction that occurred on Tuesday, January 20th. The stock was sold at an average price of $83.50, for a total transaction of $260,937.50. Following the sale, the insider 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. Additional details regarding this sale are available in the official SEC disclosure. Corporate insiders own 3.84% of the company’s stock.

Key Stories Impacting Uber Technologies

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

• Positive Sentiment: Uber expanded its AV footprint with a multiyear partnership to put Zoox robotaxis on the Uber app (Las Vegas this summer, Los Angeles next year), which supports Uber’s strategy to capture AV trip volume and lower per-trip costs long term. Zoox and Uber tie up to deploy robotaxis
• Positive Sentiment: Uber signed an MoU with Nissan and Wayve to pilot robotaxis in Tokyo by late‑2026, signaling international expansion of AV offerings and potential scale beyond U.S. markets. Nissan, Uber, Wayve announce robotaxi tie-up
• Positive Sentiment: Analysts (e.g., Wedbush) view Uber as well positioned in AVs after recent partnership flow, noting the company now partners with most major unsupervised AV players — a structural positive if execution follows. Uber seen as well-positioned in autonomous vehicles
• Positive Sentiment: Product/service updates (e.g., a new premium “Uber Elite” chauffeur option and safety features like Women Preferences nationwide) aim to grow higher‑margin corporate/executive trips and improve platform trust. Market Chatter: Uber Launches Chauffeur Ride Option
• Positive Sentiment: Partnerships with autonomous delivery/robotics players (e.g., Serve Robotics) extend Uber Eats’ automation options and reduce delivery costs over time. Serve Robotics and White Castle Launch Autonomous Delivery via Uber Eats
• Neutral Sentiment: Corporate governance/security hires (ex‑Uber CSO Joe Sullivan joining StackHawk’s board) are industry‑relevant but not material to Uber’s near‑term stock moves. Former Chief Security Officer Joins StackHawk Board
• Neutral Sentiment: Broader commentary asking whether Uber’s recent multi‑year run fully reflects value — useful for longer‑term allocation decisions but not an immediate catalyst. Is It Time To Reassess Uber Technologies
• Negative Sentiment: Short‑term selling pressure and profit‑taking after recent rally: several headlines note the stock dipped more than the broader market today as investors trimmed positions. Why Uber Technologies (UBER) Dipped More Than Broader Market Today
• Negative Sentiment: Recent quarterly results showed an EPS miss versus consensus and conservative near‑term guidance, which keeps focus on execution and margins even as revenue grows — a headwind for the share price until confidence returns. MarketBeat: Uber Technologies Stock Data
• Negative Sentiment: Sector/market weakness and rotation into other AI/tech names likely amplified declines despite the positive AV announcements. Internet Stocks Look Too Cheap After AI and Iran Worries

Uber Technologies Trading Down 2.9%

NYSE UBER opened at $72.83 on Friday. The company has a market cap of $149.88 billion, a price-to-earnings ratio of 15.46, a price-to-earnings-growth ratio of 6.87 and a beta of 1.22. Uber Technologies, Inc. has a twelve month low of $60.63 and a twelve month high of $101.99. The company has a quick ratio of 1.14, a current ratio of 1.14 and a debt-to-equity ratio of 0.38. The business’s fifty day moving average is $77.89 and its 200 day moving average is $86.75.

Uber Technologies (NYSE:UBER) last issued its earnings results on Wednesday, February 4th. The ride-sharing company reported $0.71 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.79 by ($0.08). The firm had revenue of $14.37 billion during the quarter, compared to analyst estimates of $14.32 billion. Uber Technologies had a return on equity of 43.63% and a net margin of 19.33%.Uber Technologies’s revenue for the quarter was up 20.1% on a year-over-year basis. During the same period in the previous year, the company earned $3.21 EPS. Uber Technologies has set its Q1 2026 guidance at 0.650-0.720 EPS. As a group, sell-side analysts expect that Uber Technologies, Inc. will post 2.54 EPS for the current fiscal year.

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.