Uber Technologies, Inc. $UBER Shares Sold by Douglass Winthrop Advisors LLC

Douglass Winthrop Advisors LLC reduced its holdings in Uber Technologies, Inc. (NYSE:UBER) by 0.7% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 2,315,945 shares of the ride-sharing company’s stock after selling 16,285 shares during the period. Uber Technologies comprises 4.0% of Douglass Winthrop Advisors LLC’s holdings, making the stock its 5th largest position. Douglass Winthrop Advisors LLC owned about 0.11% of Uber Technologies worth $226,893,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in the business. Kilter Group LLC purchased a new stake in shares of Uber Technologies during the second quarter worth about $26,000. Westend Capital Management LLC purchased a new position in Uber Technologies in the 3rd quarter valued at about $27,000. Total Investment Management Inc. purchased a new position in Uber Technologies in the 2nd quarter valued at about $32,000. Pilgrim Partners Asia Pte Ltd acquired a new stake in Uber Technologies in the 3rd quarter worth about $34,000. Finally, Howard Hughes Medical Institute acquired a new stake in Uber Technologies in the 2nd quarter worth about $42,000. 80.24% of the stock is currently owned by hedge funds and other institutional investors.

Uber Technologies Trading Up 3.5%

UBER opened at $74.91 on Thursday. The firm has a market capitalization of $154.17 billion, a price-to-earnings ratio of 15.90, a price-to-earnings-growth ratio of 6.63 and a beta of 1.22. The company’s 50 day simple moving average is $78.06 and its two-hundred day simple moving average is $86.85. Uber Technologies, Inc. has a 1-year low of $60.63 and a 1-year high of $101.99. The company has a debt-to-equity ratio of 0.38, a current ratio of 1.14 and a quick ratio of 1.14.

Uber Technologies (NYSE:UBER) last posted 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 analysts’ expectations of $14.32 billion. During the same quarter last year, the company earned $3.21 earnings per share. Uber Technologies’s revenue for the quarter was up 20.1% on a year-over-year basis. Uber Technologies has set its Q1 2026 guidance at 0.650-0.720 EPS. Analysts expect that Uber Technologies, Inc. will post 2.54 EPS for the current fiscal year.

Key Headlines Impacting Uber Technologies

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

• Positive Sentiment: Uber struck a multi-year deal to list Amazon-owned Zoox robotaxis on the Uber app — starting in Las Vegas this summer and rolling into Los Angeles next year — a distribution win that accelerates Uber’s path to driverless rides and potential unit-cost improvement over time. Zoox and Uber tie up to deploy robotaxis
• Positive Sentiment: Market reaction and coverage show the Zoox announcement was a surprise positive catalyst; pre-market and intraday moves indicate investors view clearer robotaxi distribution as de-risking long-term monetization. Zoox and Uber Announce Strategic Partnership
• Positive Sentiment: Uber is expanding autonomous delivery partnerships: Serve Robotics’ autonomous sidewalk robots (and a new White Castle tie-up) are now delivering via Uber Eats, and local robot delivery pilots (Center City) are underway — these lower delivery costs and scale the Eats network. Serve Robotics and White Castle Launch Autonomous Delivery via Uber Eats
• Positive Sentiment: Analyst and macro commentary is supportive — select sell‑side notes (and Evercore commentary) argue internet/ride‑hailing stocks like UBER look oversold, and at least one firm (BMO) keeps a constructive view and a $106 target. BMO: Buy rating maintained
• Neutral Sentiment: Nissan/Uber talks on deploying autonomous ride-hailing vehicles by 2027 are progressing — this signals more OEM collaboration but timing, scale and economics remain unclear, so near-term impact is uncertain. Nissan, Uber to deploy autonomous ride-hailing vehicles by 2027
• Neutral Sentiment: Product updates like the nationwide “Women Preferences” rider/driver matching aim to boost trust and retention but are unlikely to move near-term revenue materially. Will Uber’s Women Preferences Feature Reshape Ride Hailing?
• Negative Sentiment: Sectorwide weakness among consumer and internet stocks is a headwind for momentum names like UBER and could cap further upside if risk-off sentiment persists. Sector Update: Consumer Stocks Retreat

Insiders Place Their Bets

In related news, CFO Balaji (A) Krishnamurthy purchased 22,453 shares of Uber Technologies stock in a transaction dated Tuesday, February 24th. The shares were acquired at an average price of $71.25 per share, for a total transaction of $1,599,776.25. Following the acquisition, the chief financial officer directly owned 28,742 shares in the company, valued at approximately $2,047,867.50. The trade was a 357.02% increase in their ownership of the stock. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, insider Tony West sold 3,125 shares of the business’s stock in a transaction dated Tuesday, January 20th. The shares were sold at an average price of $83.50, for a total transaction of $260,937.50. Following the transaction, 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 position. The SEC filing for this sale provides additional information. Insiders own 3.84% of the company’s stock.

Analyst Ratings Changes

A number of equities analysts have commented on UBER shares. Wells Fargo & Company reduced their target price on Uber Technologies from $122.00 to $100.00 and set an “overweight” rating for the company in a report on Thursday, February 5th. DA Davidson lowered their price target on Uber Technologies from $108.00 to $105.00 and set a “buy” rating on the stock in a research note on Monday, February 23rd. Needham & Company LLC reiterated a “buy” rating and set a $109.00 price target on shares of Uber Technologies in a research report on Tuesday, February 3rd. Wedbush reduced their price objective on Uber Technologies from $78.00 to $75.00 and set a “neutral” rating for the company in a research note on Thursday, February 5th. Finally, Guggenheim decreased their price objective on Uber Technologies from $135.00 to $125.00 and set a “buy” rating on the stock in a report on Wednesday, February 18th. One investment analyst has rated the stock with a Strong Buy rating, thirty-three have given a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average target price of $105.29.

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.