Impax Asset Management Group plc Reduces Stock Holdings in Uber Technologies, Inc. $UBER

Impax Asset Management Group plc reduced its holdings in shares of Uber Technologies, Inc. (NYSE:UBER) by 9.6% during the 3rd quarter, HoldingsChannel reports. The institutional investor owned 213,202 shares of the ride-sharing company’s stock after selling 22,765 shares during the quarter. Impax Asset Management Group plc’s holdings in Uber Technologies were worth $20,887,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in UBER. Brighton Jones LLC increased its holdings in shares of Uber Technologies by 3.4% during the fourth quarter. Brighton Jones LLC now owns 74,460 shares of the ride-sharing company’s stock valued at $4,491,000 after acquiring an additional 2,474 shares in the last quarter. Revolve Wealth Partners LLC increased its stake in Uber Technologies by 65.0% during the 4th quarter. Revolve Wealth Partners LLC now owns 15,563 shares of the ride-sharing company’s stock valued at $939,000 after purchasing an additional 6,129 shares in the last quarter. Bison Wealth LLC raised its holdings in shares of Uber Technologies by 20.3% in the fourth quarter. Bison Wealth LLC now owns 3,792 shares of the ride-sharing company’s stock worth $229,000 after buying an additional 641 shares during the last quarter. Caxton Associates LLP purchased a new position in shares of Uber Technologies in the first quarter worth $304,000. Finally, Trust Co. of Toledo NA OH acquired a new stake in shares of Uber Technologies during the second quarter worth $30,000. 80.24% of the stock is currently owned by hedge funds and other institutional investors.

Uber Technologies News Summary

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

• Positive Sentiment: Strategic M&A in Türkiye expands delivery footprint at an attractive price — Uber agreed to acquire Getir’s Türkiye delivery portfolio for $335M cash and will invest another $100M to grow grocery/retail delivery, increasing scale in a market where Uber already operates. Uber to buy delivery arm of Turkey’s Getir
• Positive Sentiment: Autonomous ride-hailing rollout with Baidu in Dubai adds long-term margin and differentiation upside — Baidu’s Apollo Go AVs will be available on the Uber app in Dubai next month, signaling progress on robotaxi monetization and international AV partnerships. Uber rolls out Baidu’s self-driving taxis for ride hailing in Dubai
• Positive Sentiment: Payments/operations tie-up with Adyen supports global expansion and payments flexibility — renewed/expanded Adyen partnership can reduce payment friction and speed new market launches (e.g., kiosks). Adyen and Uber expand global partnership
• Neutral Sentiment: Earnings and guidance are mixed — Q4 showed profitable growth but Uber missed EPS estimates; management gave Q1 EPS guidance (0.65–0.72) and revenue growth remains solid, so fundamentals are improving even if near-term beats/misses matter to sentiment. Uber Technologies Earnings Call Highlights Profitable Growth
• Negative Sentiment: Legal risk from a recent trial loss increases potential liability and regulatory scrutiny — a Bloomberg Law piece highlights competing liability theories in assault suits against Uber, which could raise litigation costs or settlements. Uber Trial Loss Shows Competing Liability Paths in Assault Suits
• Negative Sentiment: Analyst pressure: Citigroup cut its price target, which can weigh on sentiment even if target remains above current levels — analyst revisions can drive short-term selling. Citigroup Cuts Uber Technologies (NYSE:UBER) Price Target to $110.00

Uber Technologies Stock Down 0.6%

Uber Technologies stock opened at $73.47 on Wednesday. The business’s 50-day moving average price is $82.53 and its 200 day moving average price is $89.46. The company has a quick ratio of 1.15, a current ratio of 1.14 and a debt-to-equity ratio of 0.38. The firm has a market cap of $152.66 billion, a price-to-earnings ratio of 15.60, a price-to-earnings-growth ratio of 6.75 and a beta of 1.21. Uber Technologies, Inc. has a 52 week low of $60.63 and a 52 week high of $101.99.

Uber Technologies (NYSE:UBER) last announced its quarterly earnings results on Wednesday, February 4th. The ride-sharing company reported $0.71 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.79 by ($0.08). Uber Technologies had a net margin of 19.33% and a return on equity of 43.63%. The company had revenue of $14.37 billion during the quarter, compared to analyst estimates of $14.32 billion. During the same period in the previous year, the firm posted $3.21 earnings per share. The company’s revenue was up 20.1% compared to the same quarter last year. Uber Technologies has set its Q1 2026 guidance at 0.650-0.720 EPS. As a group, sell-side analysts anticipate that Uber Technologies, Inc. will post 2.54 earnings per share for the current year.

Insider Activity

In related news, insider Tony West sold 3,125 shares of the stock in a transaction on Tuesday, January 20th. The shares were sold at an average price of $83.50, for a total transaction of $260,937.50. Following the sale, the insider directly owned 176,584 shares of the company’s stock, valued at approximately $14,744,764. This represents a 1.74% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at this hyperlink. In the last ninety days, insiders have sold 9,375 shares of company stock valued at $799,875. Insiders own 3.70% of the company’s stock.

Analyst Upgrades and Downgrades

Several equities analysts recently issued reports on UBER shares. Erste Group Bank downgraded Uber Technologies from a “buy” rating to a “hold” rating in a research report on Friday, December 5th. Stifel Nicolaus dropped their price target on Uber Technologies from $122.00 to $105.00 and set a “buy” rating on the stock in a research note on Tuesday, January 27th. Jefferies Financial Group restated a “buy” rating on shares of Uber Technologies in a research note on Wednesday, January 7th. Barclays decreased their target price on Uber Technologies from $110.00 to $107.00 and set an “overweight” rating for the company in a report on Wednesday, November 5th. Finally, Cantor Fitzgerald cut their price target on shares of Uber Technologies from $99.00 to $92.00 and set an “overweight” rating on the stock in a report on Thursday, February 5th. One investment analyst has rated the stock with a Strong Buy rating, thirty-three have given a Buy rating, seven have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock presently has an average rating of “Moderate Buy” and a consensus price target of $104.89.

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.