RFG Advisory LLC Reduces Position in UiPath, Inc. $PATH

RFG Advisory LLC trimmed its position in UiPath, Inc. (NYSE:PATH) by 48.7% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 84,100 shares of the company’s stock after selling 79,770 shares during the period. RFG Advisory LLC’s holdings in UiPath were worth $1,125,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Hudson Bay Capital Management LP purchased a new stake in UiPath during the 2nd quarter valued at about $102,559,000. Norges Bank acquired a new stake in shares of UiPath during the second quarter worth about $68,451,000. AQR Capital Management LLC boosted its position in UiPath by 76.0% in the second quarter. AQR Capital Management LLC now owns 11,407,569 shares of the company’s stock valued at $145,732,000 after buying an additional 4,926,341 shares during the last quarter. TFG Asset Management GP Ltd increased its holdings in UiPath by 53.3% in the 2nd quarter. TFG Asset Management GP Ltd now owns 13,722,244 shares of the company’s stock worth $175,645,000 after buying an additional 4,772,244 shares during the period. Finally, Nomura Holdings Inc. acquired a new position in UiPath in the 2nd quarter worth approximately $59,561,000. Hedge funds and other institutional investors own 62.50% of the company’s stock.

Insider Activity at UiPath

In other news, CEO Daniel Dines sold 45,000 shares of the stock in a transaction that occurred on Monday, December 8th. The stock was sold at an average price of $19.21, for a total transaction of $864,450.00. Following the transaction, the chief executive officer owned 29,153,585 shares in the company, valued at $560,040,367.85. This trade represents a 0.15% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. Also, CFO Ashim Gupta sold 67,468 shares of UiPath stock in a transaction on Monday, January 5th. The shares were sold at an average price of $16.10, for a total transaction of $1,086,234.80. Following the completion of the sale, the chief financial officer directly owned 557,028 shares in the company, valued at $8,968,150.80. This represents a 10.80% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 950,048 shares of company stock valued at $15,881,744. Corporate insiders own 23.19% of the company’s stock.

UiPath Stock Performance

PATH opened at $11.68 on Thursday. The company has a fifty day moving average of $15.59 and a two-hundred day moving average of $14.00. The stock has a market capitalization of $6.24 billion, a price-to-earnings ratio of 27.80, a PEG ratio of 1.82 and a beta of 1.07. UiPath, Inc. has a fifty-two week low of $9.38 and a fifty-two week high of $19.84.

UiPath (NYSE:PATH) last posted its earnings results on Wednesday, December 3rd. The company reported $0.16 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.14 by $0.02. The business had revenue of $411.11 million for the quarter, compared to analyst estimates of $392.46 million. UiPath had a net margin of 14.79% and a return on equity of 3.73%. The company’s revenue for the quarter was up 15.9% on a year-over-year basis. During the same period in the prior year, the company posted $0.11 EPS. On average, equities research analysts forecast that UiPath, Inc. will post -0.17 earnings per share for the current year.

Key UiPath News

Here are the key news stories impacting UiPath this week:

• Positive Sentiment: Acquisition: UiPath bought WorkFusion to beef up AML/KYC and financial‑crime compliance automation, expanding its AI‑agent portfolio and pushing deeper into bank compliance — a strategic move that could accelerate enterprise adoption in regulated industries. UiPath buys WorkFusion
• Positive Sentiment: Analyst/coverage view: Some analysts and commentators argue PATH is underperforming peers but still attractive given positioning in agentic AI, improving operating margins and disciplined SG&A cuts — factors that support medium‑term upside if execution continues. UiPath: Underperforming Its Peers
• Neutral Sentiment: Corporate calendar: UiPath set its Q4 and full‑year fiscal 2026 earnings release and conference call for March 11 after-market — a near-term catalyst that could reset sentiment depending on revenue/ARR and margin commentary. Earnings date announcement
• Neutral Sentiment: Recent fundamentals: The company recently reported revenue and EPS beats, GAAP profitability and ARR growth; technicals show PATH trading nearer its 52‑week low on heavier volume — these mixed signals create both buying and selling arguments.
• Negative Sentiment: Selling pressure/market reaction: Coverage notes the stock has fallen sharply recently and is underperforming the market, fueling momentum‑driven selling that is amplifying moves downward. UiPath Registers a Bigger Fall Than the Market
• Negative Sentiment: High‑profile skepticism: Prominent commentators (e.g., Jim Cramer) have labeled PATH “too expensive,” which can reinforce negative sentiment and discourage momentum buyers in the near term. Jim Cramer on UiPath

Wall Street Analyst Weigh In

PATH has been the subject of several research reports. Evercore lifted their price objective on shares of UiPath from $15.00 to $17.00 and gave the company an “in-line” rating in a research note on Thursday, December 4th. Needham & Company LLC restated a “hold” rating on shares of UiPath in a research report on Thursday, December 4th. Canaccord Genuity Group upped their price target on shares of UiPath from $15.00 to $19.00 and gave the company a “buy” rating in a report on Thursday, December 4th. BMO Capital Markets lifted their price objective on UiPath from $13.00 to $17.00 and gave the company a “market perform” rating in a research note on Thursday, December 4th. Finally, Barclays boosted their price objective on UiPath from $16.00 to $18.00 and gave the company an “equal weight” rating in a report on Monday, January 12th. One equities research analyst has rated the stock with a Buy rating, fifteen have issued a Hold rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Hold” and a consensus target price of $15.77.

UiPath Profile

UiPath Inc provides an end-to-end automation platform that offers a range of robotic process automation (RPA) solutions primarily in the United States, Romania, the United Kingdom, the Netherlands, and internationally. The company offers a suite of interrelated software to build, manage, run, engage, measure, and govern automation within the organization. Its platform's embedded AI, ML, and NLP capabilities improve decisioning and information processing; emulate human behavior allows organizations to address a myriad of use cases; emulate human behavior allows organizations to address a myriad of use cases; multi-tenant platform enterprise deployment with security and governance and Automation Cloud, which enables customers to begin automating without the need to provision infrastructure, install applications, or perform additional configurations; intuitive interface and low-code, drag-and-drop functionality; signed to enable people and automations to work together; and tracks, measures, and forecasts the performance of automations, enables customers to gain powerful insights and generate key performance indicators with actionable metric.