Aristotle Capital Management LLC Sells 712,241 Shares of Uber Technologies, Inc. $UBER

Aristotle Capital Management LLC lessened its holdings in Uber Technologies, Inc. (NYSE:UBER) by 6.5% in the 1st quarter, Holdings Channel.com reports. The firm owned 10,181,811 shares of the ride-sharing company’s stock after selling 712,241 shares during the quarter. Aristotle Capital Management LLC’s holdings in Uber Technologies were worth $732,382,000 as of its most recent SEC filing.

A number of other institutional investors also recently added to or reduced their stakes in UBER. Cadence Bank boosted its position in shares of Uber Technologies by 1.7% in the 3rd quarter. Cadence Bank now owns 7,366 shares of the ride-sharing company’s stock worth $722,000 after purchasing an additional 122 shares in the last quarter. Avion Wealth boosted its position in Uber Technologies by 17.5% in the 4th quarter. Avion Wealth now owns 839 shares of the ride-sharing company’s stock worth $68,000 after purchasing an additional 125 shares in the last quarter. Crewe Advisors LLC raised its position in shares of Uber Technologies by 6.6% in the fourth quarter. Crewe Advisors LLC now owns 2,079 shares of the ride-sharing company’s stock worth $170,000 after acquiring an additional 129 shares during the period. Archford Capital Strategies LLC increased its position in shares of Uber Technologies by 1.7% in the fourth quarter. Archford Capital Strategies LLC now owns 7,986 shares of the ride-sharing company’s stock valued at $653,000 after buying an additional 133 shares in the last quarter. Finally, TFR Capital LLC. raised its position in shares of Uber Technologies by 4.1% during the 4th quarter. TFR Capital LLC. now owns 3,449 shares of the ride-sharing company’s stock worth $282,000 after purchasing an additional 137 shares during the last quarter. Institutional investors own 80.24% of the company’s stock.

Uber Technologies Stock Performance

Shares of Uber Technologies stock opened at $66.00 on Friday. The business has a 50-day simple moving average of $72.16 and a 200-day simple moving average of $74.72. The company has a market cap of $134.36 billion, a PE ratio of 16.46, a P/E/G ratio of 5.79 and a beta of 1.12. Uber Technologies, Inc. has a one year low of $65.56 and a one year high of $101.99. The company has a debt-to-equity ratio of 0.41, a quick ratio of 1.07 and a current ratio of 1.07.

Uber Technologies (NYSE:UBER) last announced its quarterly earnings data on Wednesday, May 6th. The ride-sharing company reported $0.72 EPS for the quarter, beating analysts’ consensus estimates of $0.69 by $0.03. The company had revenue of $13.20 billion for the quarter, compared to the consensus estimate of $13.28 billion. Uber Technologies had a net margin of 15.91% and a return on equity of 41.40%. The company’s quarterly revenue was up 14.5% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.83 EPS. Uber Technologies has set its Q2 2026 guidance at 0.780-0.820 EPS. On average, equities research analysts forecast that Uber Technologies, Inc. will post 2.98 EPS for the current fiscal year.

Key Uber Technologies News

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

• Negative Sentiment: Waymo is reportedly exploring a breakup with Uber, potentially ending a partnership that put Waymo robotaxis on Uber’s network in Austin and Atlanta. If Waymo pulls back, it could weaken Uber’s autonomous-vehicle strategy and raise concerns about competitive pressure in robotaxi ride-hailing. Waymo reportedly mulling a breakup with Uber
• Negative Sentiment: The Financial Times reported that the Uber-Waymo relationship has soured amid lobbying battles over autonomous vehicle rollout, adding uncertainty around a high-profile partnership investors viewed as strategically important. Waymo explores split with Uber as robotaxi tensions deepen
• Negative Sentiment: Uber said it is cutting 10% of customer service jobs as it expands AI use. While the move may support long-term efficiency, layoffs can signal near-term operational disruption and were cited in reports as a reason the stock weakened. Uber Cuts 10% of Customer Service Jobs, Citing ‘Embrace’ of AI
• Negative Sentiment: Several follow-up reports echoed the same workforce reduction, reinforcing the market’s focus on Uber’s cost cuts and AI transition rather than near-term growth catalysts. Uber Slashes 10% of Customer Service Workforce in AI Push
• Neutral Sentiment: Uber also won a court injunction against a New York City driver deactivation law, preserving flexibility in how it manages drivers in a key market; this is supportive for operations, but it is less likely to drive immediate stock action than the Waymo headlines. Uber (UBER) Wins Court Injunction Over New York Driver Deactivation Law
• Neutral Sentiment: Separately, Uber was mentioned as a backer of Travis Kalanick’s new robotics venture, but that investment appears more thematic than directly material to Uber’s core earnings outlook. Anthony Levandowski… lands a role in Travis Kalanick’s $1.7B robotics venture

Analyst Upgrades and Downgrades

A number of equities research analysts have recently issued reports on the company. DA Davidson restated a “buy” rating and issued a $107.00 price target on shares of Uber Technologies in a research report on Tuesday, May 26th. BNP Paribas Exane lowered Uber Technologies to an “underweight” rating in a research note on Monday, May 11th. TD Cowen reiterated a “buy” rating and set a $118.00 price target on shares of Uber Technologies in a report on Thursday, July 16th. US Capital Advisors set a $95.00 price objective on shares of Uber Technologies in a report on Monday, May 11th. Finally, The Goldman Sachs Group set a $100.00 target price on shares of Uber Technologies in a research note on Monday, June 29th. One research analyst has rated the stock with a Strong Buy rating, thirty have assigned a Buy rating, four have assigned a Hold rating and three have given a Sell rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $104.65.

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.