AustralianSuper Pty Ltd Has $141.57 Million Stake in Uber Technologies, Inc. $UBER

AustralianSuper Pty Ltd lifted its holdings in shares of Uber Technologies, Inc. (NYSE:UBER) by 757.0% during the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,444,991 shares of the ride-sharing company’s stock after purchasing an additional 1,276,386 shares during the quarter. AustralianSuper Pty Ltd’s holdings in Uber Technologies were worth $141,566,000 at the end of the most recent quarter.

Several other institutional investors have also modified their holdings of the business. Kilter Group LLC acquired a new stake in Uber Technologies during the 2nd quarter worth approximately $26,000. Westend Capital Management LLC acquired a new position in shares of Uber Technologies in the third quarter valued at approximately $27,000. Trust Co. of Toledo NA OH bought a new stake in shares of Uber Technologies during the second quarter worth $30,000. Total Investment Management Inc. bought a new stake in shares of Uber Technologies during the second quarter worth $32,000. Finally, Pilgrim Partners Asia Pte Ltd acquired a new stake in shares of Uber Technologies during the third quarter worth $34,000. Institutional investors own 80.24% of the company’s stock.

Key Headlines Impacting Uber Technologies

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

• Positive Sentiment: Uber committed up to $500M and is partnering with Waabi as that autonomous-driving startup raises ~$750M–$1B; the deal could accelerate deployment of robotaxis and offers a long-term growth avenue for AV-driven rides/revenue. Uber Plows $500M into Self-Driving Startup Waabi
• Positive Sentiment: Multiple outlets report Waabi’s large fundraising round and Uber’s role; investors may view this as a strategic bet on autonomous mobility that could expand margins and vehicle utilization over time. Waabi raises up to $1 billion and partners with Uber
• Positive Sentiment: Uber launched “AV Labs” to gather driving data for its robotaxi partners — this centralizes valuable data assets, strengthens partnerships, and can speed commercialization of autonomous services. Uber launches AV Labs
• Positive Sentiment: A Dutch court ruled drivers are contractors, not employees — a legal outcome that, if it carries to other jurisdictions, reduces labor-cost/liability risk versus employee classification. Dutch court rules drivers are contractors
• Neutral Sentiment: Analysts and previews flag Q4 results are on deck with mixed expectations: revenue growth forecasts look solid (~19%) but EPS could miss; that uncertainty can amplify short-term volatility around the print. Uber Q4 Earnings on Deck
• Neutral Sentiment: An earnings preview warns Uber lacks the mix for an easy beat this quarter, which could temper expectations even if top-line growth remains healthy. Earnings Preview: Q4 Expected to Decline
• Neutral Sentiment: Institutional filing: a smaller manager (Bensler LLC) increased its Uber position — a routine 13F change that signals steady institutional interest but is not a material catalyst. Bensler LLC 13F position
• Negative Sentiment: Shareholders’ law firm launched an investigation into Uber’s board over alleged oversight failures tied to rider safety and background checks — escalation that could lead to governance headaches, fines, or reputational damage. Berger Montague board investigation
• Negative Sentiment: Ongoing litigation and trials: Uber denied liability in a high-profile sexual-assault trial; continued legal exposure and plaintiff-focused advertising (e.g., law firms expanding Uber-related practices) increase legal/settlement risk and can hurt sentiment. Uber denies liability in sexual-assault trial
• Negative Sentiment: Fund commentary and weekly roundup pieces list Uber as a recent worst performer in some funds, reflecting short-term selling pressure and negative sentiment that can pressure the stock. Uber was the worst performer
• Negative Sentiment: Security/data concerns flagged in commentary connecting ex-Uber personnel and high-profile breaches (SolarWinds) serve as a reminder of operational and data-security risks investors watch closely. Data security lessons

Uber Technologies Price Performance

NYSE:UBER opened at $79.77 on Thursday. The stock has a market capitalization of $165.75 billion, a PE ratio of 10.25 and a beta of 1.20. Uber Technologies, Inc. has a 1-year low of $60.63 and a 1-year high of $101.99. The firm has a fifty day simple moving average of $84.06 and a 200 day simple moving average of $90.38. The company has a current ratio of 1.15, a quick ratio of 1.15 and a debt-to-equity ratio of 0.37.

Uber Technologies (NYSE:UBER) last issued its earnings results on Tuesday, November 4th. The ride-sharing company reported $3.11 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.67 by $2.44. Uber Technologies had a net margin of 33.54% and a return on equity of 68.17%. The business had revenue of $13.47 billion during the quarter, compared to the consensus estimate of $13.25 billion. During the same period last year, the business posted $1.20 EPS. Uber Technologies’s revenue was up 20.4% on a year-over-year basis. On average, research analysts expect that Uber Technologies, Inc. will post 2.54 EPS for the current fiscal year.

Analysts Set New Price Targets

A number of research firms have issued reports on UBER. Arete Research set a $125.00 target price on Uber Technologies and gave the stock a “buy” rating in a report on Wednesday, December 3rd. KeyCorp reduced their price objective on Uber Technologies from $110.00 to $105.00 and set an “overweight” rating for the company in a research report on Tuesday, January 20th. Barclays dropped their target price on Uber Technologies from $110.00 to $107.00 and set an “overweight” rating on the stock in a research report on Wednesday, November 5th. Piper Sandler set a $107.00 target price on Uber Technologies in a research note on Wednesday, November 5th. Finally, BNP Paribas Exane started coverage on shares of Uber Technologies in a research note on Wednesday, January 14th. They set an “outperform” rating and a $108.00 price target for the company. Four research analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat, Uber Technologies presently has an average rating of “Moderate Buy” and a consensus price target of $107.50.

Insider Buying and Selling

In related news, CFO Prashanth Mahendra-Rajah sold 5,500 shares of the stock in a transaction on Wednesday, November 12th. The stock was sold at an average price of $94.41, for a total value of $519,255.00. Following the sale, the chief financial officer owned 20,330 shares in the company, valued at approximately $1,919,355.30. This represents a 21.29% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Tony West sold 3,125 shares of the firm’s stock in a transaction on Tuesday, January 20th. The shares were sold at an average price of $83.50, for a total value of $260,937.50. Following the sale, the insider directly owned 176,584 shares of the company’s stock, valued at $14,744,764. This represents a 1.74% decrease in their position. The SEC filing for this sale provides additional information. Over the last ninety days, insiders sold 14,875 shares of company stock valued at $1,319,130. Insiders own 3.70% of the company’s stock.

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.