AustralianSuper Pty Ltd Buys 1,276,386 Shares of Uber Technologies, Inc. $UBER

AustralianSuper Pty Ltd raised its stake in shares of Uber Technologies, Inc. (NYSE:UBER) by 757.0% in the third quarter, according to the company in its most recent disclosure with the SEC. The firm owned 1,444,991 shares of the ride-sharing company’s stock after acquiring an additional 1,276,386 shares during the quarter. AustralianSuper Pty Ltd owned approximately 0.07% of Uber Technologies worth $141,566,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Norges Bank bought a new position in Uber Technologies during the 2nd quarter valued at about $2,348,319,000. Pacer Advisors Inc. grew its stake in Uber Technologies by 1,905.3% during the third quarter. Pacer Advisors Inc. now owns 4,350,479 shares of the ride-sharing company’s stock worth $426,216,000 after buying an additional 4,133,532 shares during the last quarter. Vanguard Group Inc. increased its holdings in shares of Uber Technologies by 1.6% during the second quarter. Vanguard Group Inc. now owns 189,551,519 shares of the ride-sharing company’s stock worth $17,685,157,000 after buying an additional 3,025,483 shares in the last quarter. Massachusetts Financial Services Co. MA raised its stake in shares of Uber Technologies by 4,471.9% in the third quarter. Massachusetts Financial Services Co. MA now owns 2,966,828 shares of the ride-sharing company’s stock valued at $290,660,000 after acquiring an additional 2,901,936 shares during the last quarter. Finally, Nordea Investment Management AB boosted its holdings in shares of Uber Technologies by 105.9% in the 2nd quarter. Nordea Investment Management AB now owns 5,459,829 shares of the ride-sharing company’s stock worth $506,618,000 after acquiring an additional 2,807,967 shares in the last quarter. Institutional investors and hedge funds own 80.24% of the company’s stock.

Uber Technologies Price Performance

Shares of UBER stock opened at $79.77 on Thursday. The firm’s 50 day moving average price is $84.06 and its two-hundred day moving average price is $90.38. The company has a debt-to-equity ratio of 0.37, a quick ratio of 1.15 and a current ratio of 1.15. Uber Technologies, Inc. has a 52-week low of $60.63 and a 52-week high of $101.99. The stock has a market cap of $165.75 billion, a PE ratio of 10.25 and a beta of 1.20.

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

Insider Transactions at Uber Technologies

In other news, insider Tony West sold 3,125 shares of the business’s stock in a transaction dated Tuesday, January 20th. The stock was sold at an average price of $83.50, for a total transaction of $260,937.50. Following the completion of the transaction, the insider directly owned 176,584 shares in the company, valued at approximately $14,744,764. The trade was a 1.74% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. Also, CFO Prashanth Mahendra-Rajah sold 5,500 shares of the company’s stock in a transaction dated Wednesday, November 12th. The shares were sold at an average price of $94.41, for a total value of $519,255.00. Following the completion of the sale, the chief financial officer directly owned 20,330 shares of the company’s stock, valued at approximately $1,919,355.30. This trade represents a 21.29% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last 90 days, insiders have sold 14,875 shares of company stock worth $1,319,130. Company insiders own 3.70% of the company’s stock.

Trending Headlines about 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

Analyst Upgrades and Downgrades

A number of research firms recently weighed in on UBER. Citigroup reaffirmed a “market perform” rating on shares of Uber Technologies in a report on Wednesday, December 10th. 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. Exane BNP Paribas raised Uber Technologies to a “strong-buy” rating in a report on Wednesday, January 14th. Barclays reduced their price target on shares of Uber Technologies from $110.00 to $107.00 and set an “overweight” rating on the stock in a research report on Wednesday, November 5th. Finally, BNP Paribas Exane assumed coverage on shares of Uber Technologies in a research note on Wednesday, January 14th. They issued an “outperform” rating and a $108.00 target price for the company. Four investment analysts have rated the stock with a Strong Buy rating, thirty have given a Buy rating, eight have issued a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and a consensus target price of $107.50.

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.