Sarasin & Partners LLP Has $164.44 Million Holdings in Uber Technologies, Inc. $UBER

Sarasin & Partners LLP grew its position in Uber Technologies, Inc. (NYSE:UBER) by 38.4% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 2,012,454 shares of the ride-sharing company’s stock after purchasing an additional 558,309 shares during the period. Uber Technologies comprises approximately 1.7% of Sarasin & Partners LLP’s holdings, making the stock its 23rd largest holding. Sarasin & Partners LLP’s holdings in Uber Technologies were worth $164,438,000 at the end of the most recent quarter.

Several other institutional investors have also made changes to their positions in UBER. Measured Wealth Private Client Group LLC purchased a new stake in shares of Uber Technologies in the 3rd quarter valued at approximately $25,000. Westend Capital Management LLC purchased a new position in Uber Technologies during the 3rd quarter worth approximately $27,000. Kilter Group LLC purchased a new position in Uber Technologies during the 2nd quarter worth approximately $26,000. Imprint Wealth LLC acquired a new stake in Uber Technologies during the 3rd quarter valued at $32,000. Finally, Total Investment Management Inc. acquired a new stake in Uber Technologies during the 2nd quarter valued at $32,000. 80.24% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

Several analysts have recently commented on UBER shares. BTIG Research reaffirmed a “buy” rating and issued a $100.00 target price on shares of Uber Technologies in a research report on Tuesday, March 17th. Canaccord Genuity Group set a $72.00 price target on Uber Technologies in a research report on Thursday, February 5th. Jefferies Financial Group restated a “buy” rating on shares of Uber Technologies in a research report on Wednesday, January 7th. Mizuho lowered their target price on Uber Technologies from $130.00 to $110.00 and set an “outperform” rating on the stock in a research note on Thursday, February 5th. Finally, Benchmark reiterated a “hold” rating on shares of Uber Technologies in a report on Thursday, February 5th. One investment analyst has rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $105.29.

Key Uber Technologies News

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

• Positive Sentiment: Major Rivian robotaxi partnership — Uber agreed to invest up to $1.25B and commit to buying/operating thousands of Rivian R2 autonomous vehicles (initial deployments targeted for 2028), a concrete step toward a higher‑margin AV future. Uber to invest up to $1.25 billion in Rivian as part of robotaxi deal
• Positive Sentiment: NVIDIA tie‑ups and positive coverage amplified bullish momentum — media and commentators (including Jim Cramer) highlighted Uber’s expanded AV roadmap with Nvidia, reinforcing the narrative of scaled AV partnerships and potential long‑term upside. Jim Cramer Explains Why “Uber Stock Caught Fire Earlier This Week”
• Positive Sentiment: Analyst support — firms (e.g., BTIG reaffirm) continue to back Uber, providing a bullish analyst backdrop that can stabilize sentiment after volatile moves. BTIG Research Reaffirms “Buy” Rating for Uber Technologies (NYSE:UBER)
• Neutral Sentiment: Operational progress is visible but early — pilots (Motional, other partners) and roadmap milestones signal execution, yet revenue/timeframe impact remains distant. Is Uber’s Mega Deal With Rivian a Game-Changer in the Robotaxi Space?
• Neutral Sentiment: Operational productivity/AI initiatives — Uber’s CTO says engineers are accelerating with AI tooling (potential cost/productivity tailwinds), but benefits are incremental and longer term. Uber CTO Says 95% Of Engineers Use AI Tools Monthly As Coding Shift Accelerates
• Negative Sentiment: Deal skepticism and “up to” caveats — several outlets and analysts warned the Rivian pact includes conditional language and milestones, raising questions about timing, scale and capital exposure. Uber Can’t Save Rivian
• Negative Sentiment: Short‑term negative headlines and valuation concerns — critical pieces (Seeking Alpha, market commentators) flagged execution risk and stretched forward valuation, which pressures sentiment if optimism cools. Uber: I’ve Been Bullish For Years – Not Anymore
• Negative Sentiment: Corporate/operational noise — an insider sale was disclosed and there are localized driver strikes (Lagos) plus AV safety scrutiny from recent high‑profile incidents, all of which can sap near‑term confidence. SEC filing: Insider sale by Nikki Krishnamurthy Uber seeks dialogue as Lagos drivers continue strike

Uber Technologies Price Performance

Shares of NYSE:UBER opened at $73.86 on Friday. The company has a current ratio of 1.14, a quick ratio of 1.14 and a debt-to-equity ratio of 0.38. Uber Technologies, Inc. has a 1 year low of $60.63 and a 1 year high of $101.99. The business has a fifty day simple moving average of $76.76 and a 200 day simple moving average of $85.87. The firm has a market cap of $152.01 billion, a price-to-earnings ratio of 15.68, a P/E/G ratio of 6.77 and a beta of 1.22.

Uber Technologies (NYSE:UBER) last issued its earnings results on Wednesday, February 4th. The ride-sharing company reported $0.71 EPS for the quarter, missing analysts’ consensus estimates 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 during the quarter, compared to analysts’ expectations of $14.32 billion. During the same quarter last year, the firm earned $3.21 EPS. The business’s revenue for the quarter 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. As a group, sell-side analysts predict that Uber Technologies, Inc. will post 2.54 earnings per share for the current fiscal year.

Insider Activity

In other news, CFO Balaji (A) Krishnamurthy purchased 22,453 shares of the stock in a transaction that occurred on Tuesday, February 24th. The stock was acquired at an average price of $71.25 per share, with a total value of $1,599,776.25. Following the purchase, the chief financial officer owned 28,742 shares in the company, valued at $2,047,867.50. This represents a 357.02% increase in their position. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, SVP Nikki Krishnamurthy sold 30,000 shares of the stock in a transaction that occurred on Monday, March 16th. The stock was sold at an average price of $74.45, for a total value of $2,233,500.00. Following the completion of the transaction, the senior vice president owned 460,756 shares in the company, valued at $34,303,284.20. This represents a 6.11% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 3.84% of the stock is owned by corporate insiders.

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.