UniSuper Management Pty Ltd Has $72.69 Million Stock Position in Uber Technologies, Inc. $UBER

UniSuper Management Pty Ltd boosted its holdings in Uber Technologies, Inc. (NYSE:UBER) by 3.9% during the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 741,995 shares of the ride-sharing company’s stock after buying an additional 27,592 shares during the quarter. UniSuper Management Pty Ltd’s holdings in Uber Technologies were worth $72,693,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Kilter Group LLC acquired a new position in Uber Technologies in the 2nd quarter worth about $26,000. Westend Capital Management LLC bought a new stake in shares of Uber Technologies in the 3rd quarter valued at about $27,000. Trust Co. of Toledo NA OH bought a new position in shares of Uber Technologies during the second quarter worth about $30,000. Total Investment Management Inc. acquired a new position in shares of Uber Technologies in the second quarter worth approximately $32,000. Finally, REAP Financial Group LLC boosted its holdings in Uber Technologies by 158.2% in the second quarter. REAP Financial Group LLC now owns 408 shares of the ride-sharing company’s stock valued at $38,000 after acquiring an additional 250 shares during the last quarter. Institutional investors own 80.24% of the company’s stock.

Trending Headlines about Uber Technologies

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

• Positive Sentiment: Wall Street support: several firms reiterate/raise buy ratings and high price targets (Guggenheim, Truist, TD Cowen), which underpins upside expectations for UBER. Guggenheim buy rating
• Positive Sentiment: Institutional conviction: Pershing Square and other large holders keep sizable positions in Uber, signaling continued institutional confidence and potential support for the shares. Ackman holds Uber
• Positive Sentiment: Commercial wins: Guzman y Gomez signed an exclusive Uber Eats delivery deal in Australia and Kroger’s nationwide rollout onto Uber apps highlights continued demand for Uber’s delivery platform. Guzman y Gomez Uber Eats deal
• Positive Sentiment: Robotaxi narrative support: bullish investors/strategists (e.g., ARK; Ross Gerber comments) continue to include Uber in the long-term autonomous-vehicle opportunity, supporting the growth story for patient investors. Ross Gerber on robotaxis
• Neutral Sentiment: Analyst/strategy pieces from Zacks and Seeking Alpha argue for long-term upside and momentum, providing frameworks for buy‑the‑dip cases but noting valuation tradeoffs. Seeking Alpha long-term upside
• Neutral Sentiment: Company messaging: CEO commentary urging investors to separate substantive AI winners from hype may help set investor expectations around which AI initiatives will move the needle. CEO on AI focus
• Negative Sentiment: Autonomy competition risk: Wedbush and other commentators flag accelerating rollouts by Waymo and Tesla as long‑term threats to traditional ride‑hailing economics; this is pressuring multiples as investors model AV outcomes. Wedbush on AV risk
• Negative Sentiment: New low-cost rivals/tele‑operated models: startups claiming much lower per‑ride costs could compress margins if they scale in key markets. Rental startup threat
• Negative Sentiment: Legal and governance headlines: a novel lawsuit over a women’s safety feature and recent insider selling (Tony West) add headline risk and may sap short‑term sentiment. Lawsuit over safety feature Insider sale SEC filing

Uber Technologies Price Performance

UBER opened at $82.26 on Friday. Uber Technologies, Inc. has a fifty-two week low of $60.63 and a fifty-two week high of $101.99. The firm has a 50-day moving average of $84.65 and a 200 day moving average of $90.75. The company has a debt-to-equity ratio of 0.37, a quick ratio of 1.15 and a current ratio of 1.15. The firm has a market cap of $170.93 billion, a P/E ratio of 10.57 and a beta of 1.20.

Uber Technologies (NYSE:UBER) last released its earnings results on Tuesday, November 4th. The ride-sharing company reported $3.11 earnings per share for the quarter, beating analysts’ consensus estimates of $0.67 by $2.44. Uber Technologies had a net margin of 33.54% and a return on equity of 68.17%. The firm had revenue of $13.47 billion for the quarter, compared to analysts’ expectations of $13.25 billion. During the same period in the previous year, the company earned $1.20 earnings per share. The company’s quarterly revenue was up 20.4% on a year-over-year basis. On average, research analysts expect that Uber Technologies, Inc. will post 2.54 EPS for the current year.

Insider Activity

In related news, CFO Prashanth Mahendra-Rajah sold 5,500 shares of the business’s stock in a transaction on Wednesday, November 12th. The stock was sold at an average price of $94.41, for a total transaction of $519,255.00. Following the sale, the chief financial officer directly owned 20,330 shares in the company, valued at approximately $1,919,355.30. The trade was a 21.29% decrease in their position. The transaction was disclosed in a document filed with the SEC, which can be accessed through this hyperlink. Also, insider Tony West sold 3,125 shares of the stock in a transaction dated Tuesday, January 20th. The stock was sold at an average price of $83.50, for a total transaction of $260,937.50. Following the completion of the sale, the insider directly owned 176,584 shares in the company, valued at approximately $14,744,764. The trade was a 1.74% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 14,875 shares of company stock worth $1,319,130. Insiders own 3.84% of the company’s stock.

Analyst Upgrades and Downgrades

A number of brokerages have recently issued reports on UBER. BTIG Research restated a “buy” rating and issued a $100.00 price target on shares of Uber Technologies in a research report on Thursday, January 15th. Wall Street Zen downgraded shares of Uber Technologies from a “buy” rating to a “hold” rating in a research report on Saturday, January 17th. Jefferies Financial Group restated a “buy” rating on shares of Uber Technologies in a report on Wednesday, January 7th. BNP Paribas Exane began coverage on shares of Uber Technologies in a report on Wednesday, January 14th. They set an “outperform” rating and a $108.00 price objective for the company. Finally, Erste Group Bank lowered shares of Uber Technologies from a “buy” rating to a “hold” rating in a report on Friday, December 5th. Four equities research analysts have rated the stock with a Strong Buy rating, thirty have issued a Buy rating, eight have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $107.97.

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.