Uber Technologies, Inc. $UBER Shares Acquired by Capital World Investors

Capital World Investors grew its holdings in Uber Technologies, Inc. (NYSE:UBER) by 1.5% in the 4th quarter, HoldingsChannel.com reports. The fund owned 17,278,031 shares of the ride-sharing company’s stock after buying an additional 261,564 shares during the quarter. Capital World Investors’ holdings in Uber Technologies were worth $1,411,793,000 as of its most recent SEC filing.

Several other institutional investors have also modified their holdings of UBER. Norges Bank acquired a new position in shares of Uber Technologies in the fourth quarter worth $2,515,094,000. Mitsubishi UFJ Asset Management Co. Ltd. grew its stake in shares of Uber Technologies by 129.7% in the fourth quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 9,375,851 shares of the ride-sharing company’s stock worth $776,883,000 after acquiring an additional 5,293,822 shares in the last quarter. Capital Research Global Investors grew its stake in shares of Uber Technologies by 2.6% in the fourth quarter. Capital Research Global Investors now owns 113,456,376 shares of the ride-sharing company’s stock worth $9,270,561,000 after acquiring an additional 2,903,021 shares in the last quarter. Massachusetts Financial Services Co. MA grew its stake in shares of Uber Technologies by 65.2% in the fourth quarter. Massachusetts Financial Services Co. MA now owns 4,902,660 shares of the ride-sharing company’s stock worth $400,596,000 after acquiring an additional 1,935,832 shares in the last quarter. Finally, Mawer Investment Management Ltd. grew its stake in shares of Uber Technologies by 231.0% in the fourth quarter. Mawer Investment Management Ltd. now owns 2,503,682 shares of the ride-sharing company’s stock worth $204,576,000 after acquiring an additional 1,747,252 shares in the last quarter. Institutional investors and hedge funds own 80.24% of the company’s stock.

Analysts Set New Price Targets

Several equities analysts have commented on the stock. TD Cowen assumed coverage on shares of Uber Technologies in a research note on Monday, May 11th. They issued a “hold” rating for the company. Guggenheim restated a “buy” rating and issued a $125.00 price target on shares of Uber Technologies in a research note on Monday, April 27th. UBS Group downgraded shares of Uber Technologies from a “buy” rating to a “neutral” rating in a research note on Monday, May 11th. Citizens Jmp reiterated a “market outperform” rating and set a $100.00 target price on shares of Uber Technologies in a research note on Tuesday, April 28th. Finally, Sanford C. Bernstein reiterated an “outperform” rating on shares of Uber Technologies in a research note on Monday, June 1st. One analyst has rated the stock with a Strong Buy rating, twenty-nine have given a Buy rating, seven have assigned a Hold rating and three have issued a Sell rating to the company’s stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $104.68.

Insider Buying and Selling at Uber Technologies

In other news, SVP Nikki Krishnamurthy sold 30,000 shares of the stock in a transaction dated Monday, March 16th. The shares were sold at an average price of $74.45, for a total transaction of $2,233,500.00. Following the completion of the sale, the senior vice president owned 460,756 shares in the company, valued at approximately $34,303,284.20. This represents a 6.11% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 3.81% of the company’s stock.

Uber Technologies News Summary

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

• Positive Sentiment: Uber CEO Dara Khosrowshahi said AI tools have boosted employee productivity enough that the company is slowing hiring, which could support margins if the efficiency gains hold. The company also said it is capping AI spending after blowing through its annual budget in just one quarter, signaling tighter cost control. Article: Uber CEO Dara Khosrowshahi Says Company ‘Blew’ Through Its Annual AI Budget In A Single Quarter, Reports Increased Human Productivity
• Positive Sentiment: Uber is expanding its robotaxi ambitions with a large investment in Nuro, tied to plans for a major autonomous vehicle rollout using Lucid vehicles, which could strengthen its long-term growth story. Article: Uber commits nearly $500 million to Nuro robotaxi startup
• Neutral Sentiment: The company also announced a new grant round through its Health Access Fund with LISC to help low-income patients access transportation, which supports Uber’s brand and community relationships but is unlikely to move the stock on its own. Article: Uber and LISC open new grant application through Health Access Fund to bridge transportation gaps for low-income patients
• Neutral Sentiment: Several reports focused on whether Uber is a buy after recent weakness, reflecting ongoing investor debate rather than a clear new catalyst. Article: Is Trending Stock Uber Technologies, Inc. (UBER) a Buy Now?
• Negative Sentiment: Investors remain worried that robotaxis could disrupt Uber’s ride-hailing business, and reports said the company is recruiting fewer drivers in some self-driving markets and is making a bigger bet on autonomous vehicles to adapt. That shift adds uncertainty around Uber’s future moat and driver supply. Article: Uber is making a much bigger bet on robotaxis
• Negative Sentiment: Uber also cut 23% of roles in its People and Places division, a sign of restructuring that may help efficiency but can also reflect pressure to trim costs amid a more cautious outlook. Article: Uber Reshapes HR Team As Stock Trades Below Valuation Estimates

Uber Technologies Stock Performance

NYSE UBER opened at $70.84 on Monday. The company has a debt-to-equity ratio of 0.41, a current ratio of 1.07 and a quick ratio of 1.07. Uber Technologies, Inc. has a 1 year low of $68.46 and a 1 year high of $101.99. The company has a market capitalization of $144.21 billion, a PE ratio of 17.67, a P/E/G ratio of 6.01 and a beta of 1.12. The company has a fifty day moving average of $73.53 and a two-hundred day moving average of $77.70.

Uber Technologies (NYSE:UBER) last released its quarterly earnings data on Wednesday, May 6th. The ride-sharing company reported $0.72 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.69 by $0.03. Uber Technologies had a net margin of 15.91% and a return on equity of 41.40%. The company had revenue of $13.20 billion during the quarter, compared to the consensus estimate of $13.28 billion. During the same quarter in the prior year, the firm posted $0.83 earnings per share. Uber Technologies’s revenue for the quarter was up 14.5% on a year-over-year basis. Uber Technologies has set its Q2 2026 guidance at 0.780-0.820 EPS. As a group, analysts expect that Uber Technologies, Inc. will post 2.95 earnings per share for the current year.

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.