Oregon Public Employees Retirement Fund Has $23.35 Million Stake in Uber Technologies, Inc. $UBER

Oregon Public Employees Retirement Fund increased its position in Uber Technologies, Inc. (NYSE:UBER) by 31.9% in the 3rd quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 238,329 shares of the ride-sharing company’s stock after purchasing an additional 57,576 shares during the quarter. Oregon Public Employees Retirement Fund’s holdings in Uber Technologies were worth $23,349,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Vanguard Group Inc. lifted its holdings in shares of Uber Technologies by 1.6% during the 2nd quarter. Vanguard Group Inc. now owns 189,551,519 shares of the ride-sharing company’s stock worth $17,685,157,000 after acquiring an additional 3,025,483 shares during the period. Geode Capital Management LLC lifted its stake in Uber Technologies by 2.6% during the second quarter. Geode Capital Management LLC now owns 45,859,136 shares of the ride-sharing company’s stock worth $4,258,756,000 after purchasing an additional 1,168,288 shares during the period. Norges Bank acquired a new stake in Uber Technologies during the second quarter valued at approximately $2,348,319,000. Kingstone Capital Partners Texas LLC grew its stake in shares of Uber Technologies by 334,075.7% in the 2nd quarter. Kingstone Capital Partners Texas LLC now owns 19,973,682 shares of the ride-sharing company’s stock valued at $1,863,545,000 after purchasing an additional 19,967,705 shares during the period. Finally, Charles Schwab Investment Management Inc. grew its stake in shares of Uber Technologies by 1.0% in the 2nd quarter. Charles Schwab Investment Management Inc. now owns 13,810,255 shares of the ride-sharing company’s stock valued at $1,288,497,000 after purchasing an additional 142,933 shares during the period. Institutional investors own 80.24% of the company’s stock.

More Uber Technologies News

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

• Positive Sentiment: Major sell-side houses reiterated Buy ratings and raised targets (Jefferies $120, BofA $119; Wells Fargo raised its target to $122), supporting upside expectations and signaling confidence in Uber’s margin and cash-flow story. Jefferies and BofA Remain Bullish on Uber Technologies (UBER)
• Positive Sentiment: Robotaxi partnerships unveiled at CES (Uber + Lucid + Nuro) and testing/launch talk for 2026 increase the odds Uber becomes the distribution layer for autonomous fleets—a scenario that can boost margins without heavy capex. Uber & Partners Reveal Robotaxi Design at CES: Sign of More Upside?
• Positive Sentiment: Broader industry moves (Nvidia’s robotaxi initiatives) are being reframed as supportive for Uber—more autonomous vehicle supply can play to Uber’s strengths (demand aggregation, routing, payments). Why Nvidia’s Robotaxi Offensive Could Be Good News For Uber
• Positive Sentiment: Operational tie-ups and product improvements—like renewing global maps with TomTom—help routing efficiency and unit economics, supporting the margin-inflation thesis. Uber Renews Global Maps Deal With TomTom: Growth Thesis Strengthening?
• Neutral Sentiment: Market commentary highlights a narrative shift from growth-at-all-costs to operating leverage, free cash flow and AI/AV repricing—this is more strategic framing than immediate earnings impact. How The Narrative Around Uber Technologies (UBER) Is Shifting With AV And AI Repricing
• Neutral Sentiment: Zacks and MarketBeat pieces flag earnings growth and a consensus price target above current levels, reinforcing the bullish research backdrop but not adding new company-specific catalysts. Earnings Growth & Price Strength Make Uber Technologies (UBER) a Stock to Watch
• Negative Sentiment: A small number of bearish/contrarian calls surfaced (Melius Research upgraded to “strong sell” in one note), adding volatility and differing analyst views on AV risk. Melius Research Strong Sell Coverage
• Negative Sentiment: Shareholder-litigation risk: a Berger Montague investigation into Uber’s board over oversight of rider safety and background checks introduces governance/legal overhang that could pressure sentiment. Berger Montague Investigation Alert

Analyst Ratings Changes

UBER has been the topic of several recent analyst reports. The Goldman Sachs Group reaffirmed a “buy” rating on shares of Uber Technologies in a research note on Wednesday, November 5th. Melius downgraded shares of Uber Technologies from a “hold” rating to a “sell” rating and set a $73.00 target price on the stock. in a research note on Monday. Guggenheim decreased their price objective on shares of Uber Technologies from $140.00 to $135.00 and set a “buy” rating on the stock in a research note on Wednesday, November 5th. TD Cowen raised their price objective on shares of Uber Technologies from $108.00 to $114.00 and gave the stock a “buy” rating in a report on Wednesday, November 5th. Finally, Wolfe Research cut their target price on shares of Uber Technologies from $125.00 to $110.00 and set an “outperform” rating for the company in a research note on Monday. Two research analysts have rated the stock with a Strong Buy rating, thirty-one have given a Buy rating, eight have assigned a Hold rating and two have assigned a Sell rating to the stock. According to MarketBeat, Uber Technologies presently has an average rating of “Moderate Buy” and an average target price of $107.14.

Insider Buying and Selling at Uber Technologies

In other Uber Technologies news, CFO Prashanth Mahendra-Rajah sold 5,500 shares of the stock in a transaction on Wednesday, November 12th. The stock was sold at an average price of $94.41, for a total value of $519,255.00. Following the transaction, the chief financial officer directly owned 20,330 shares in the company, valued at approximately $1,919,355.30. This trade represents a 21.29% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, insider Tony West sold 3,125 shares of Uber Technologies stock in a transaction on Thursday, December 18th. The shares were sold at an average price of $80.36, for a total value of $251,125.00. Following the completion of the sale, the insider directly owned 175,423 shares of the company’s stock, valued at $14,096,992.28. This trade represents a 1.75% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders have sold 14,875 shares of company stock worth $1,348,818. Company insiders own 3.84% of the company’s stock.

Uber Technologies Trading Up 1.6%

UBER opened at $87.61 on Friday. Uber Technologies, Inc. has a 1-year low of $60.63 and a 1-year high of $101.99. The stock has a market capitalization of $182.04 billion, a PE ratio of 11.26 and a beta of 1.20. The company has a current ratio of 1.15, a quick ratio of 1.15 and a debt-to-equity ratio of 0.37. The firm has a 50-day moving average price of $86.78 and a two-hundred day moving average price of $91.35.

Uber Technologies (NYSE:UBER) last announced its earnings results on Tuesday, November 4th. The ride-sharing company reported $3.11 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $0.67 by $2.44. The company had revenue of $13.47 billion for the quarter, compared to analyst estimates of $13.25 billion. Uber Technologies had a net margin of 33.54% and a return on equity of 68.17%. Uber Technologies’s quarterly revenue was up 20.4% on a year-over-year basis. During the same period in the prior year, the business earned $1.20 earnings per share. As a group, equities analysts anticipate that Uber Technologies, Inc. will post 2.54 earnings per share 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.