Silver Oak Securities Incorporated decreased its position in Uber Technologies, Inc. (NYSE:UBER – Free Report) by 53.9% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 6,768 shares of the ride-sharing company’s stock after selling 7,902 shares during the quarter. Silver Oak Securities Incorporated’s holdings in Uber Technologies were worth $556,000 at the end of the most recent quarter.
Several other institutional investors and hedge funds have also bought and sold shares of the company. Jaffetilchin Investment Partners LLC boosted its position in Uber Technologies by 12.4% in the fourth quarter. Jaffetilchin Investment Partners LLC now owns 23,215 shares of the ride-sharing company’s stock worth $1,897,000 after purchasing an additional 2,569 shares during the last quarter. Allspring Global Investments Holdings LLC lifted its stake in shares of Uber Technologies by 0.8% in the 4th quarter. Allspring Global Investments Holdings LLC now owns 884,285 shares of the ride-sharing company’s stock worth $73,272,000 after purchasing an additional 7,099 shares during the period. Brookstone Capital Management lifted its stake in shares of Uber Technologies by 5.5% in the 4th quarter. Brookstone Capital Management now owns 166,387 shares of the ride-sharing company’s stock worth $13,595,000 after purchasing an additional 8,733 shares during the period. Orrstown Financial Services Inc. boosted its holdings in shares of Uber Technologies by 24.8% in the fourth quarter. Orrstown Financial Services Inc. now owns 7,701 shares of the ride-sharing company’s stock worth $629,000 after buying an additional 1,528 shares during the last quarter. Finally, J. Safra Sarasin Holding AG grew its position in Uber Technologies by 70.8% during the fourth quarter. J. Safra Sarasin Holding AG now owns 463,922 shares of the ride-sharing company’s stock valued at $37,907,000 after buying an additional 192,314 shares during the period. 80.24% of the stock is owned by hedge funds and other institutional investors.
Insiders Place Their Bets
In other Uber Technologies news, CFO Balaji (A) Krishnamurthy acquired 22,453 shares of the company’s stock in a transaction dated Tuesday, February 24th. The stock was purchased at an average price of $71.25 per share, with a total value of $1,599,776.25. Following the completion of the purchase, the chief financial officer directly owned 28,742 shares in the company, valued at approximately $2,047,867.50. The trade was a 357.02% increase in their position. The acquisition was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, SVP Nikki Krishnamurthy sold 30,000 shares of the company’s stock in a transaction dated 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 directly owned 460,756 shares of the company’s stock, valued at approximately $34,303,284.20. This trade represents a 6.11% decrease in their position. The disclosure for this sale is available in the SEC filing. 3.84% of the stock is currently owned by company insiders.
Uber Technologies Stock Performance
Uber Technologies (NYSE:UBER – Get Free Report) last announced its quarterly earnings data 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 the consensus estimate of $14.32 billion. During the same quarter in the previous year, the business earned $3.21 earnings per share. The firm’s revenue for the quarter was up 20.1% on a year-over-year basis. Uber Technologies has set its Q1 2026 guidance at 0.650-0.720 EPS. Equities analysts forecast that Uber Technologies, Inc. will post 2.54 earnings per share for the current fiscal year.
Analyst Ratings Changes
A number of brokerages have commented on UBER. Royal Bank Of Canada reaffirmed an “outperform” rating and set a $105.00 target price on shares of Uber Technologies in a report on Thursday, February 5th. TD Cowen reissued a “buy” rating on shares of Uber Technologies in a research report on Wednesday, March 11th. Wedbush reduced their price objective on Uber Technologies from $78.00 to $75.00 and set a “neutral” rating for the company in a research note on Thursday, February 5th. Roth Mkm set a $105.00 target price on Uber Technologies in a report on Thursday, February 5th. Finally, Wolfe Research lowered their target price on Uber Technologies from $125.00 to $110.00 and set an “outperform” rating on the stock in a research report on Monday, January 5th. One research analyst has rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, five have issued a Hold rating and one has assigned a Sell rating to the company’s stock. According to data from MarketBeat.com, Uber Technologies currently has a consensus rating of “Moderate Buy” and an average price target of $105.14.
Check Out Our Latest Stock Analysis on UBER
Uber Technologies News Roundup
Here are the key news stories impacting Uber Technologies this week:
- Positive Sentiment: Dubai Level‑4 robotaxi rollout with WeRide validates Uber’s AV revenue path — the service is live, bookable in the Uber app, and Uber’s 5.82% stake in WeRide positions it to capture recurring, driverless ride revenue as deployments scale. Zacks: Uber, WeRide and Amazon
- Positive Sentiment: CEO Dara Khosrowshahi publicly says he hopes to integrate Tesla robotaxis onto Uber’s platform — potential for faster fleet scaling if Tesla permits platform access, which could accelerate autonomous and electrified ride supply. MSN: Uber CEO hopes to incorporate Tesla robotaxis
- Positive Sentiment: Bank of America reiterates a Buy on UBER with a $103 price target after Uber’s Blacklane acquisition — an institutional endorsement that supports upside versus current levels. Yahoo Finance: Bank of America Maintains Buy
- Positive Sentiment: Driver EV incentives expanded — Uber is rolling out nationwide EV grants (reportedly up to $6,500) and other driver incentives (reports also cite $4,000 offers) to offset fuel costs and accelerate fleet electrification, which should improve driver economics and lower per‑ride operating costs over time. Electrek: Uber expands EV grant nationwide Benzinga: Uber offers $4,000 to switch to EVs
- Neutral Sentiment: Uber is reportedly evaluating a possible purchase of a controlling interest in Kakao Mobility — a strategic expansion into Korea that could be material if executed, but details and timing are unclear. MSN: Uber evaluating Kakao Mobility purchase
- Neutral Sentiment: Industry/analyst commentary (Zacks and others) highlights Uber’s AV scaling and mixed near‑term demand signals — reinforces the long‑term narrative but leaves short‑term execution and margins in focus. Yahoo Finance / Zacks: Analyst blog
- Negative Sentiment: Restaurant partner exits (Pizza Inn / Pie Five) after Eats fee increases are publicized — a visible partner loss that could pressure Uber Eats gross merchandise volume and PR if fee disputes broaden. TheStreet: Popular pizza chain cuts ties
- Negative Sentiment: Wells Fargo has lowered expectations for UBER stock — a reminder that some sell‑side analysts are trimming near‑term forecasts, which can weigh on sentiment even as longer‑term catalysts play out. American Banking News: Wells Fargo lowers expectations
Uber Technologies 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.
See Also
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