Dimensional Fund Advisors LP increased its holdings in shares of Uber Technologies, Inc. (NYSE:UBER – Free Report) by 14.6% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 4,028,427 shares of the ride-sharing company’s stock after acquiring an additional 512,009 shares during the quarter. Dimensional Fund Advisors LP owned about 0.19% of Uber Technologies worth $394,739,000 as of its most recent SEC filing.
A number of other large investors have also added to or reduced their stakes in UBER. Brant Point Investment Management LLC acquired a new stake in Uber Technologies in the 2nd quarter worth about $933,000. Spirepoint Private Client LLC grew its position in shares of Uber Technologies by 21.9% during the 3rd quarter. Spirepoint Private Client LLC now owns 74,828 shares of the ride-sharing company’s stock worth $7,331,000 after purchasing an additional 13,454 shares in the last quarter. Econ Financial Services Corp bought a new position in shares of Uber Technologies during the third quarter worth approximately $1,538,000. Transcendent Capital Group LLC bought a new position in shares of Uber Technologies during the third quarter worth approximately $1,859,000. Finally, Munro Partners acquired a new stake in shares of Uber Technologies in the second quarter valued at approximately $96,294,000. Institutional investors own 80.24% of the company’s stock.
Insider Activity at Uber Technologies
In other news, CFO Balaji (A) Krishnamurthy purchased 22,453 shares of the company’s stock in a transaction dated Tuesday, February 24th. The shares were purchased at an average price of $71.25 per share, for a total transaction of $1,599,776.25. Following the transaction, the chief financial officer owned 28,742 shares of the company’s stock, valued at approximately $2,047,867.50. This trade represents a 357.02% increase in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at this hyperlink. Also, insider Tony West sold 3,125 shares of the company’s 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 completion of the sale, the insider directly owned 176,584 shares in the company, valued at approximately $14,744,764. This represents a 1.74% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Corporate insiders own 3.84% of the company’s stock.
Uber Technologies Price Performance
Uber Technologies (NYSE:UBER – Get Free Report) last announced its earnings results on Wednesday, February 4th. The ride-sharing company reported $0.71 EPS for the quarter, missing the consensus estimate of $0.79 by ($0.08). The company had revenue of $14.37 billion for the quarter, compared to analyst estimates of $14.32 billion. Uber Technologies had a return on equity of 43.63% and a net margin of 19.33%.The firm’s quarterly revenue was up 20.1% compared to the same quarter last year. During the same period in the previous year, the firm posted $3.21 earnings per share. Uber Technologies has set its Q1 2026 guidance at 0.650-0.720 EPS. As a group, equities analysts expect that Uber Technologies, Inc. will post 2.54 EPS for the current year.
More Uber Technologies News
Here are the key news stories impacting Uber Technologies this week:
- Positive Sentiment: Q4 gross bookings grew ~22%, driven by mobility and delivery, and Uber guided to roughly $52–$53.5B in bookings for the March quarter — supporting revenue momentum and short‑term top‑line visibility. Gross Bookings Growth Bodes Well for Uber: What’s Ahead?
- Positive Sentiment: Uber announced a partnership with Joby Aviation to let riders book electric air taxis in‑app as Joby nears FAA certification and a Dubai launch — a long‑term growth/adjacency story that could open a new revenue channel if scaled. Uber Enters Into a New Deal With Joby on Electric Air Taxis Uber and Joby Aviation Team Up: Game Changer or Hype?
- Positive Sentiment: BTIG reaffirmed a “buy” on UBER and set a $100 price target, signaling bullish analyst conviction and adding a potential catalyst if other firms follow. BTIG Reaffirms Buy, $100 PT
- Neutral Sentiment: Coverage of CEO Dara Khosrowshahi emphasizing a “really demanding” work culture (expecting weekend responsiveness) is drawing media attention — reputational/HR signal for investors but not an immediate financial shock. Uber CEO says his ‘really demanding’ work culture includes expecting employees to answer his emails over the weekend
- Neutral Sentiment: Uber presented at the Morgan Stanley TMT conference (transcript available) — useful for detail on strategy and margin cadence but not an immediate market mover. Uber Presents at Morgan Stanley TMT Conference (Transcript)
- Neutral Sentiment: Industry pieces on Serve Robotics and consumer use of Uber Eats gift cards provide context on delivery economics and consumer behavior, but are peripheral to Uber’s core financials. Can Serve Robotics Convert 3,600 Restaurants Into Profitable Density?
- Negative Sentiment: The Portnoy Law Firm has opened an investigation into possible securities fraud involving Uber, raising regulatory/legal overhang that could pressure the stock if it develops into a class action. Uber Technologies, Inc. Investigated by the Portnoy Law Firm
- Negative Sentiment: Reporting that a New York taxi insurer failed to defend Uber in crash cases underscores legal/liability exposure tied to safety and claims — a potential earnings/headline risk. NY taxi insurer failed to defend Uber in crash cases, judge says
- Negative Sentiment: A federal jury awarded $680k to a driver harmed by erroneous background checks (case against SambaSafety) — while the verdict targets a vendor, it highlights risks around driver onboarding and potential operational friction. Consumer Justice Law Firm Wins $680,000 Jury Verdict for Uber Driver Harmed by SambaSafety Background Check Errors
Wall Street Analysts Forecast Growth
Several equities research analysts recently issued reports on UBER shares. Cantor Fitzgerald cut their price target on Uber Technologies from $99.00 to $92.00 and set an “overweight” rating for the company in a research note on Thursday, February 5th. KeyCorp reduced their target price on Uber Technologies from $110.00 to $105.00 and set an “overweight” rating on the stock in a report on Tuesday, January 20th. Susquehanna restated a “positive” rating and issued a $110.00 price target on shares of Uber Technologies in a research report on Wednesday, November 5th. BTIG Research reaffirmed a “buy” rating and issued a $100.00 price target on shares of Uber Technologies in a research note on Wednesday. Finally, DA Davidson reduced their price objective on shares of Uber Technologies from $108.00 to $105.00 and set a “buy” rating on the stock in a research note on Monday, February 23rd. One analyst has rated the stock with a Strong Buy rating, thirty-three have assigned a Buy rating, six have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus price target of $104.53.
Check Out 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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