Americana Partners LLC Buys 8,958 Shares of Uber Technologies, Inc. $UBER

Americana Partners LLC increased its holdings in Uber Technologies, Inc. (NYSE:UBER) by 12.2% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 82,384 shares of the ride-sharing company’s stock after buying an additional 8,958 shares during the period. Americana Partners LLC’s holdings in Uber Technologies were worth $6,732,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors also recently bought and sold shares of the company. Transcendent Capital Group LLC acquired a new position in shares of Uber Technologies in the third quarter worth about $1,859,000. Mawer Investment Management Ltd. purchased a new stake in Uber Technologies during the 3rd quarter valued at about $74,107,000. Rhumbline Advisers grew its stake in shares of Uber Technologies by 1.1% in the 3rd quarter. Rhumbline Advisers now owns 3,730,516 shares of the ride-sharing company’s stock valued at $365,479,000 after buying an additional 42,278 shares during the period. Longbow Finance SA grew its stake in shares of Uber Technologies by 51.8% in the 3rd quarter. Longbow Finance SA now owns 112,287 shares of the ride-sharing company’s stock valued at $11,001,000 after buying an additional 38,304 shares during the period. Finally, Vanguard Group Inc. grew its stake in shares of Uber Technologies by 0.9% in the 4th quarter. Vanguard Group Inc. now owns 192,499,602 shares of the ride-sharing company’s stock valued at $15,729,142,000 after buying an additional 1,670,761 shares during the period. Institutional investors own 80.24% of the company’s stock.

Key Stories Impacting Uber Technologies

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

• Positive Sentiment: Uber is reportedly considering a full acquisition of Delivery Hero, a move that could broaden its global food-delivery scale and improve its competitive position outside the U.S. Uber explores takeover of European food delivery rival Delivery Hero – Bloomberg
• Positive Sentiment: Analysts and media coverage also pointed to strong underlying business momentum, with Uber’s gross bookings still growing and its Q2 guidance implying continued demand in Mobility and Delivery. Sustained Gross Bookings Momentum Benefits Uber: What Lies Ahead?
• Positive Sentiment: Uber’s autonomous-vehicle strategy remains a key long-term catalyst, with Nvidia saying its partnership could help power robotaxi expansion across nearly 30 cities and four continents by 2028. Jensen Huang Says Nvidia Is Powering Uber’s Push Into Trillion-Dollar Self-Driving Opportunity Across 30 Cities
• Neutral Sentiment: Uber was also linked to broader commentary on its post-earnings outlook and autonomous push, but these pieces were more thematic than immediately stock-moving. What’s next for Uber after Q1 earnings and its aggressive autonomous push?
• Negative Sentiment: Investor caution increased because a takeover of Delivery Hero could require significant spending and may distract from Uber’s push for profitability and disciplined capital deployment. Uber considers full takeover of Delivery Hero in major expansion move: Report
• Negative Sentiment: Separate headlines about potential liability and insurance issues around Uber’s driver accidents added to regulatory and reputational concerns. Consumer Watchdog Report: Uber Plan To Limit Accident Liability Aims To Free Up Insurance Reserves

Analyst Ratings Changes

A number of research firms have issued reports on UBER. Wedbush reduced their target price on shares of Uber Technologies from $78.00 to $75.00 and set a “neutral” rating on the stock in a report on Thursday, February 5th. HSBC cut shares of Uber Technologies to a “reduce” rating in a research note on Monday, May 11th. Needham & Company LLC reiterated a “buy” rating and issued a $109.00 price objective on shares of Uber Technologies in a research note on Thursday, May 7th. Mizuho reduced their price objective on shares of Uber Technologies from $130.00 to $110.00 and set an “outperform” rating for the company in a research note on Thursday, February 5th. Finally, Benchmark reiterated a “hold” rating on shares of Uber Technologies in a research note on Thursday, February 5th. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating, seven have assigned a Hold rating and three have given a Sell rating to the stock. According to data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $104.97.

Insider Buying and Selling at Uber Technologies

In other news, SVP Nikki Krishnamurthy sold 30,000 shares of the stock in a transaction on Monday, March 16th. The shares were sold at an average price of $74.45, for a total value of $2,233,500.00. Following the completion of the sale, the senior vice president owned 460,756 shares of the company’s stock, valued at $34,303,284.20. This represents a 6.11% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CFO Balaji (A) Krishnamurthy acquired 22,453 shares of the company’s stock in a transaction dated Tuesday, February 24th. The stock was acquired at an average cost of $71.25 per share, with a total value of $1,599,776.25. Following the transaction, the chief financial officer directly owned 28,742 shares of the company’s stock, valued at approximately $2,047,867.50. This represents a 357.02% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. 3.81% of the stock is owned by corporate insiders.

Uber Technologies Stock Performance

NYSE:UBER opened at $71.87 on Friday. The company has a quick ratio of 1.07, a current ratio of 1.07 and a debt-to-equity ratio of 0.41. The company has a market cap of $146.31 billion, a P/E ratio of 17.92, a P/E/G ratio of 6.26 and a beta of 1.16. Uber Technologies, Inc. has a fifty-two week low of $68.46 and a fifty-two week high of $101.99. The firm’s 50 day moving average is $74.14 and its two-hundred day moving average is $79.36.

Uber Technologies (NYSE:UBER) last posted its quarterly earnings results on Wednesday, May 6th. The ride-sharing company reported $0.72 earnings per share for the quarter, topping analysts’ consensus estimates 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 for the quarter, compared to the consensus estimate of $13.28 billion. During the same quarter last year, the firm posted $0.83 earnings per share. Uber Technologies’s revenue was up 14.5% on a year-over-year basis. Uber Technologies has set its Q2 2026 guidance at 0.780-0.820 EPS. Analysts expect that Uber Technologies, Inc. will post 2.95 EPS for the current 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.