SBI Okasan Asset Management Co.Ltd. Takes Position in Uber Technologies, Inc. $UBER

SBI Okasan Asset Management Co.Ltd. purchased a new stake in Uber Technologies, Inc. (NYSE:UBER) in the fourth quarter, Holdings Channel.com reports. The fund purchased 53,140 shares of the ride-sharing company’s stock, valued at approximately $4,331,000. Uber Technologies accounts for approximately 0.2% of SBI Okasan Asset Management Co.Ltd.’s portfolio, making the stock its 19th biggest position.

A number of other large investors have also made changes to their positions in UBER. Measured Wealth Private Client Group LLC purchased a new position in Uber Technologies during the 3rd quarter valued at about $25,000. Lloyd Advisory Services LLC. purchased a new position in Uber Technologies during the 4th quarter valued at about $27,000. Ares Financial Consulting LLC purchased a new position in Uber Technologies during the 4th quarter valued at about $28,000. Imprint Wealth LLC purchased a new position in Uber Technologies during the 3rd quarter valued at about $32,000. Finally, Hager Investment Management Services LLC increased its holdings in Uber Technologies by 276.2% during the 4th quarter. Hager Investment Management Services LLC now owns 489 shares of the ride-sharing company’s stock valued at $40,000 after acquiring an additional 359 shares in the last quarter. Hedge funds and other institutional investors own 80.24% of the company’s stock.

More Uber Technologies News

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

• Positive Sentiment: Uber raised its stake in Delivery Hero to 36.83% amid takeover discussions, reinforcing the company’s push to consolidate in food delivery and potentially expand its international reach. Uber Raises Delivery Hero Stake To 36.83% Amid Takeover Talks
• Positive Sentiment: Uber continues to benefit from strategic partnerships, including a new integration with hotel platform Mews that lets hotels book, track, and bill Uber rides for guests and staff, which could support ride volume growth. Hotel Platform Mews Embeds Uber to Transport Guests and Staff
• Positive Sentiment: Uber was highlighted at the Bernstein Strategic Decisions Conference, where management’s presentation likely kept focus on execution, profitability, and growth strategy for investors. Uber Technologies, Inc. Presents at Bernstein 42nd Annual Strategic Decisions Conference Transcript
• Neutral Sentiment: Analysts and commentators are debating whether Waymo’s robotaxi progress is a threat to Uber or a sign that ride-hailing demand remains resilient, keeping the competitive narrative in focus. Waymo won’t kill Uber, this investor says
• Neutral Sentiment: Uber also received attention from unusually heavy call-option buying, suggesting traders were positioning for further upside. Trouble With Waymo? Call an Uber
• Negative Sentiment: One note flagged insider stock sales totaling about $4.6 million, which can sometimes be read as a cautious signal even if it does not necessarily change the underlying business outlook. Insiders At Uber Technologies Sold US$4.6m In Stock, Alluding To Potential Weakness
• Negative Sentiment: Uber also faces some scrutiny from reports about customer complaints over Uber One membership charges, which could pressure sentiment if retention or billing issues become a bigger issue. Upset Uber customers charged for monthly memberships they say they never signed up for

Uber Technologies Price Performance

Uber Technologies stock opened at $70.89 on Friday. The firm’s 50-day moving average is $73.84 and its two-hundred day moving average is $78.59. The company has a debt-to-equity ratio of 0.41, a current ratio of 1.07 and a quick ratio of 1.07. Uber Technologies, Inc. has a 12-month low of $68.46 and a 12-month high of $101.99. The stock has a market capitalization of $144.31 billion, a P/E ratio of 17.68, a P/E/G ratio of 6.01 and a beta of 1.16.

Uber Technologies (NYSE:UBER) last released its earnings results on Wednesday, May 6th. The ride-sharing company reported $0.72 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.69 by $0.03. Uber Technologies had a net margin of 15.91% and a return on equity of 41.40%. The business had revenue of $13.20 billion for the quarter, compared to analysts’ expectations of $13.28 billion. During the same period last year, the company earned $0.83 earnings per share. The company’s quarterly revenue was up 14.5% on a year-over-year basis. Uber Technologies has set its Q2 2026 guidance at 0.780-0.820 EPS. Equities analysts predict that Uber Technologies, Inc. will post 2.95 earnings per share for the current year.

Insider Activity

In related news, SVP Nikki Krishnamurthy sold 30,000 shares of the firm’s stock in a transaction that occurred on 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 directly owned 460,756 shares of the company’s stock, valued at approximately $34,303,284.20. This trade represents a 6.11% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at the SEC website. Corporate insiders own 3.81% of the company’s stock.

Analysts Set New Price Targets

UBER has been the subject of several recent research reports. Cantor Fitzgerald dropped their target price on shares of Uber Technologies from $99.00 to $92.00 and set an “overweight” rating for the company in a report on Thursday, February 5th. Mizuho dropped their target price on shares of Uber Technologies from $130.00 to $110.00 and set an “outperform” rating for the company in a report on Thursday, February 5th. Morgan Stanley dropped their target price on shares of Uber Technologies from $110.00 to $100.00 and set an “overweight” rating for the company in a report on Thursday, February 5th. Guggenheim reaffirmed a “buy” rating and set a $125.00 price target on shares of Uber Technologies in a research note on Monday, April 27th. Finally, BNP Paribas Exane cut shares of Uber Technologies to an “underweight” rating in a research note on Monday, May 11th. One research analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating, seven have issued a Hold rating and three have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $104.97.

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.