PFA Pension Forsikringsaktieselskab acquired a new position in Uber Technologies, Inc. (NYSE:UBER – Free Report) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund acquired 1,173,454 shares of the ride-sharing company’s stock, valued at approximately $96,364,000. PFA Pension Forsikringsaktieselskab owned about 0.06% of Uber Technologies at the end of the most recent quarter.
A number of other institutional investors and hedge funds have also modified their holdings of the company. Sage Rhino Capital LLC lifted its stake in shares of Uber Technologies by 4.2% in the third quarter. Sage Rhino Capital LLC now owns 2,740 shares of the ride-sharing company’s stock worth $268,000 after buying an additional 110 shares during the last quarter. Quent Capital LLC lifted its stake in shares of Uber Technologies by 3.3% in the third quarter. Quent Capital LLC now owns 3,504 shares of the ride-sharing company’s stock worth $343,000 after buying an additional 111 shares during the last quarter. Advisors Capital Management LLC lifted its stake in shares of Uber Technologies by 1.8% in the third quarter. Advisors Capital Management LLC now owns 6,398 shares of the ride-sharing company’s stock worth $627,000 after buying an additional 111 shares during the last quarter. Emergent Wealth Advisors LLC raised its stake in Uber Technologies by 0.7% during the 3rd quarter. Emergent Wealth Advisors LLC now owns 17,361 shares of the ride-sharing company’s stock valued at $1,701,000 after purchasing an additional 114 shares during the last quarter. Finally, Realta Investment Advisors raised its stake in Uber Technologies by 2.9% during the 3rd quarter. Realta Investment Advisors now owns 4,018 shares of the ride-sharing company’s stock valued at $394,000 after purchasing an additional 115 shares during the last quarter. 80.24% of the stock is currently owned by institutional investors and hedge funds.
Key Uber Technologies News
Here are the key news stories impacting Uber Technologies this week:
- Positive Sentiment: Uber added in‑app hotel bookings via a partnership with Expedia, expanding addressable revenue beyond rides and delivery and increasing engagement/use per user — a clear growth catalyst if adoption scales. Uber moves toward becoming an ‘everything app’ with hotel bookings powered by Expedia
- Positive Sentiment: Uber deepened its autonomous and fleet strategy by partnering with Hertz’s new Oro Mobility fleet platform and naming Hertz a major fleet partner for robotaxi and driver‑led services — a move that validates Uber’s AV roadmap and could reduce capital intensity for fleet scale-up. Hertz launches Oro Mobility to manage Uber robotaxi fleet
- Positive Sentiment: Uber acquired FlyTaxi (reports show activity in Hong Kong), extending local market footprint and tech/ops capabilities for urban air/ride alternatives — small M&A that signals continued execution on mobility services expansion. Deal Dispatch: Sirius XM Mulls Purchase Of iHeartMedia, Uber Buys FlyTaxi
- Neutral Sentiment: Wall Street and equity research are watching Q1 metrics closely (bookings guidance and robotaxi spend are key). Analyst previews and trending‑stock writeups are driving attention but not yet forcing a consensus view. Unlocking Q1 Potential of Uber (UBER): Exploring Wall Street Estimates for Key Metrics
- Neutral Sentiment: Policy moves expanding retirement access for gig workers (Trump executive order) could modestly benefit gig platforms over time by improving worker retention and financial security, but impacts are indirect and will take time to materialize. Trump expands worker access to retirement plans with new order
- Negative Sentiment: Ongoing legal and safety matters (passenger sexual assault verdict coverage and related litigation) remain a reputational and financial overhang; BloombergLaw reports show these issues continue to draw scrutiny and could lead to costs or regulatory pressure. Uber Lawyers Unfazed After Passenger Sexual Assault Verdicts
Uber Technologies Stock Up 0.8%
Uber Technologies (NYSE:UBER – Get Free Report) last posted its earnings results on Wednesday, February 4th. The ride-sharing company reported $0.71 earnings per share for the quarter, missing the consensus estimate of $0.79 by ($0.08). Uber Technologies had a return on equity of 43.63% and a net margin of 19.33%.The firm had revenue of $14.37 billion during the quarter, compared to the consensus estimate of $14.32 billion. During the same period in the previous year, the company posted $3.21 EPS. The firm’s revenue for the quarter 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. Equities research analysts anticipate that Uber Technologies, Inc. will post 3.34 EPS for the current fiscal year.
Insider Activity
In other news, SVP Nikki Krishnamurthy sold 30,000 shares of the company’s stock in a transaction dated 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 sale, the senior vice president owned 460,756 shares of the company’s stock, valued at approximately $34,303,284.20. This represents a 6.11% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO Balaji (A) Krishnamurthy bought 22,453 shares of the stock in a transaction dated Tuesday, February 24th. The stock was purchased at an average cost of $71.25 per share, for a total transaction of $1,599,776.25. Following the acquisition, the chief financial officer owned 28,742 shares in the company, valued at $2,047,867.50. The trade was a 357.02% increase in their position. The disclosure for this purchase is available in the SEC filing. 3.81% of the stock is currently owned by corporate insiders.
Analyst Upgrades and Downgrades
Several research firms recently commented on UBER. Jefferies Financial Group reiterated a “buy” rating on shares of Uber Technologies in a research note on Wednesday, January 7th. TD Cowen reiterated a “buy” rating on shares of Uber Technologies in a research note on Wednesday, March 11th. Truist Financial set a $108.00 target price on shares of Uber Technologies in a research note on Monday, February 9th. Cantor Fitzgerald cut their target price on shares of Uber Technologies from $99.00 to $92.00 and set an “overweight” rating for the company in a research note on Thursday, February 5th. Finally, Citigroup reiterated a “buy” rating on shares of Uber Technologies in a research note on Tuesday, March 17th. One analyst has rated the stock with a Strong Buy rating, thirty-two have given a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $105.11.
View Our Latest Analysis on UBER
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.
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