Grantham Mayo Van Otterloo & Co. LLC Acquires 25,077 Shares of Uber Technologies, Inc. $UBER

Grantham Mayo Van Otterloo & Co. LLC increased its holdings in shares of Uber Technologies, Inc. (NYSE:UBER) by 0.5% in the third quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 5,452,913 shares of the ride-sharing company’s stock after purchasing an additional 25,077 shares during the quarter. Uber Technologies accounts for 1.5% of Grantham Mayo Van Otterloo & Co. LLC’s holdings, making the stock its 21st biggest position. Grantham Mayo Van Otterloo & Co. LLC owned approximately 0.26% of Uber Technologies worth $534,222,000 as of its most recent SEC filing.

Other hedge funds have also recently bought and sold shares of the company. Munich Reinsurance Co Stock Corp in Munich bought a new position in Uber Technologies in the third quarter valued at approximately $30,497,000. Ameriflex Group Inc. increased its position in shares of Uber Technologies by 149.0% during the third quarter. Ameriflex Group Inc. now owns 498 shares of the ride-sharing company’s stock worth $49,000 after acquiring an additional 298 shares in the last quarter. Angeles Wealth Management LLC raised its holdings in shares of Uber Technologies by 140.9% during the third quarter. Angeles Wealth Management LLC now owns 21,269 shares of the ride-sharing company’s stock worth $2,084,000 after acquiring an additional 12,441 shares during the period. Baltimore Washington Financial Advisors Inc. raised its holdings in shares of Uber Technologies by 3.5% during the third quarter. Baltimore Washington Financial Advisors Inc. now owns 396,804 shares of the ride-sharing company’s stock worth $38,875,000 after acquiring an additional 13,410 shares during the period. Finally, First Trust Advisors LP lifted its position in Uber Technologies by 61.1% in the 3rd quarter. First Trust Advisors LP now owns 616,671 shares of the ride-sharing company’s stock valued at $60,415,000 after acquiring an additional 233,984 shares in the last quarter. 80.24% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of equities analysts recently weighed in on the stock. Erste Group Bank lowered shares of Uber Technologies from a “buy” rating to a “hold” rating in a research note on Friday, December 5th. Stifel Nicolaus dropped their price target on Uber Technologies from $122.00 to $105.00 and set a “buy” rating on the stock in a research note on Tuesday, January 27th. Morgan Stanley cut their price target on Uber Technologies from $110.00 to $100.00 and set an “overweight” rating on the stock in a report on Thursday, February 5th. Wolfe Research reduced their price objective on Uber Technologies from $125.00 to $110.00 and set an “outperform” rating for the company in a research report on Monday, January 5th. Finally, BTIG Research reiterated a “buy” rating and set a $100.00 price objective on shares of Uber Technologies in a report on Wednesday. One analyst has rated the stock with a Strong Buy rating, thirty-three have issued a Buy rating, six have given a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $104.53.

Insider Activity at Uber Technologies

In other Uber Technologies news, insider Tony West sold 3,125 shares of the business’s stock in a transaction that occurred on Tuesday, January 20th. The stock was sold at an average price of $83.50, for a total transaction of $260,937.50. Following the transaction, the insider owned 176,584 shares of the company’s stock, valued at $14,744,764. The trade was a 1.74% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CFO Balaji (A) Krishnamurthy acquired 22,453 shares of the company’s stock in a transaction dated Tuesday, February 24th. The shares were bought at an average price of $71.25 per share, for a total transaction of $1,599,776.25. Following the purchase, the chief financial officer owned 28,742 shares in the company, valued at approximately $2,047,867.50. This represents a 357.02% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Corporate insiders own 3.84% of the company’s stock.

Uber Technologies News Roundup

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

• Positive Sentiment: Uber expands mobility offerings in India by adding pan‑India intercity bus ticketing via a partnership with AbhiBus — a low‑capital way to widen addressable market and drive platform usage in a fast‑growing geography. Article Title
• Positive Sentiment: Management used the Morgan Stanley TMT conference to lay out a strategic roadmap (five pillars highlighted by new CFO Balaji) emphasizing growth, margin discipline and product innovation — a reaffirmation of long‑term strategy that supports multiple revenue streams. Article Title
• Positive Sentiment: Uber Air (with Joby) has launched in Dubai, letting users book eVTOL rides through the Uber app — opens an adjacent mobility market and reinforces Uber’s platform play, though monetization and scale remain multi‑year questions. Article Title
• Positive Sentiment: Coverage highlighting the gig‑economy tailwind lists Uber among names to watch, underscoring structural demand for rideshare and delivery services as consumers return to out‑of‑home spending. Article Title
• Neutral Sentiment: Zacks notes the stock has moved modestly since the last earnings release and asks whether that momentum can continue — useful context but not a directional catalyst on its own. Article Title
• Neutral Sentiment: Market and analyst pieces debate the Uber–Joby tie‑up (game‑changer vs. hype). The partnership enhances platform optionality but financial payoff is distant and depends on Joby scale and unit economics. Article Title
• Negative Sentiment: Recent quarterly results showed an EPS miss (EPS below consensus) despite revenue growth — a near‑term negative that often pressures the stock until guidance or execution re‑assures investors. Article Title

Uber Technologies Stock Down 0.5%

Shares of UBER stock opened at $75.07 on Friday. The firm’s fifty day moving average price is $78.54 and its two-hundred day moving average price is $87.29. The company has a current ratio of 1.14, a quick ratio of 1.14 and a debt-to-equity ratio of 0.38. Uber Technologies, Inc. has a 1 year low of $60.63 and a 1 year high of $101.99. The firm has a market capitalization of $154.50 billion, a P/E ratio of 15.94, a PEG ratio of 6.89 and a beta of 1.22.

Uber Technologies (NYSE:UBER) last posted its quarterly earnings data on Wednesday, February 4th. The ride-sharing company reported $0.71 EPS for the quarter, missing analysts’ consensus estimates of $0.79 by ($0.08). The business 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 company’s quarterly revenue was up 20.1% on a year-over-year basis. During the same quarter in the prior year, the company earned $3.21 earnings per share. Uber Technologies has set its Q1 2026 guidance at 0.650-0.720 EPS. On average, equities analysts predict that Uber Technologies, Inc. will post 2.54 EPS for the current fiscal year.

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.