Banco Santander S.A. Reduces Stock Holdings in Uber Technologies, Inc. $UBER

Banco Santander S.A. trimmed its position in shares of Uber Technologies, Inc. (NYSE:UBER) by 14.7% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 386,409 shares of the ride-sharing company’s stock after selling 66,688 shares during the quarter. Banco Santander S.A.’s holdings in Uber Technologies were worth $37,856,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also made changes to their positions in UBER. Foster Group Inc. raised its position in Uber Technologies by 3.3% in the 3rd quarter. Foster Group Inc. now owns 3,364 shares of the ride-sharing company’s stock worth $330,000 after purchasing an additional 107 shares during the period. Sage Rhino Capital LLC raised its holdings in shares of Uber Technologies by 4.2% in the third quarter. Sage Rhino Capital LLC now owns 2,740 shares of the ride-sharing company’s stock worth $268,000 after buying an additional 110 shares during the period. Quent Capital LLC lifted its stake in shares of Uber Technologies by 3.3% during the 3rd quarter. Quent Capital LLC now owns 3,504 shares of the ride-sharing company’s stock worth $343,000 after acquiring an additional 111 shares during the last quarter. Advisors Capital Management LLC boosted its holdings in Uber Technologies by 1.8% during the 3rd quarter. Advisors Capital Management LLC now owns 6,398 shares of the ride-sharing company’s stock valued at $627,000 after acquiring an additional 111 shares during the period. Finally, Emergent Wealth Advisors LLC boosted its holdings in Uber Technologies by 0.7% during the 3rd quarter. Emergent Wealth Advisors LLC now owns 17,361 shares of the ride-sharing company’s stock valued at $1,701,000 after acquiring an additional 114 shares during the period. Hedge funds and other institutional investors own 80.24% of the company’s stock.

Insider Activity at Uber Technologies

In other news, insider Tony West sold 3,125 shares of the firm’s stock in a transaction on Tuesday, January 20th. The stock was sold at an average price of $83.50, for a total value of $260,937.50. Following the completion of the sale, the insider owned 176,584 shares of the company’s stock, valued at $14,744,764. This trade represents 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 hyperlink. Also, CFO Balaji (A) Krishnamurthy bought 22,453 shares of the company’s stock in a transaction that occurred on Tuesday, February 24th. The shares were acquired at an average price of $71.25 per share, for a total transaction of $1,599,776.25. Following the completion of the purchase, the chief financial officer owned 28,742 shares in the company, valued at $2,047,867.50. The trade was a 357.02% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. 3.84% of the stock is owned by company insiders.

Uber Technologies Price Performance

UBER opened at $74.76 on Friday. The firm has a market capitalization of $153.87 billion, a PE ratio of 15.87, a price-to-earnings-growth ratio of 6.67 and a beta of 1.21. The company has a debt-to-equity ratio of 0.38, a current ratio of 1.14 and a quick ratio of 1.14. The business’s 50-day moving average is $79.15 and its two-hundred day moving average is $88.02. Uber Technologies, Inc. has a 1 year low of $60.63 and a 1 year high of $101.99.

Uber Technologies (NYSE:UBER) last released its quarterly earnings results on Wednesday, February 4th. The ride-sharing company reported $0.71 earnings per share for the quarter, missing analysts’ consensus estimates of $0.79 by ($0.08). The firm had revenue of $14.37 billion during the quarter, compared to the consensus estimate of $14.32 billion. Uber Technologies had a net margin of 19.33% and a return on equity of 43.63%. The firm’s quarterly revenue was up 20.1% on a year-over-year basis. During the same quarter in the prior year, the business posted $3.21 earnings per share. Uber Technologies has set its Q1 2026 guidance at 0.650-0.720 EPS. Research analysts anticipate that Uber Technologies, Inc. will post 2.54 earnings per share for the current fiscal year.

Analysts Set New Price Targets

A number of brokerages have recently issued reports on UBER. BTIG Research reissued a “buy” rating and set a $100.00 target price on shares of Uber Technologies in a research note on Wednesday, February 4th. JPMorgan Chase & Co. lowered their price objective on shares of Uber Technologies from $110.00 to $105.00 and set an “overweight” rating for the company in a research report on Thursday, February 5th. Citizens Jmp raised shares of Uber Technologies from a “market perform” rating to an “outperform” rating and set a $100.00 target price on the stock in a research report on Wednesday, February 4th. Piper Sandler set a $107.00 price objective on Uber Technologies in a research note on Wednesday, November 5th. Finally, 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. One equities research 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 given a Sell rating to the company. According to MarketBeat, the company currently has an average rating of “Moderate Buy” and an average price target of $104.53.

Uber Technologies News Summary

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

• Positive Sentiment: Uber and Joby Aviation confirmed in‑app booking and a planned commercial launch of electric air taxis in Dubai in 2026 — this is a visible step toward monetizing premium urban air mobility and differentiating Uber’s mobility network. Joby And Uber Link Air Taxi Bookings
• Positive Sentiment: The Trump administration moved to roll back a Biden‑era independent‑contractor rule, a change investors view as reducing driver‑classification risk and potential labor costs for gig platforms. Markets reacted positively to the policy shift. Uber, Lyft stocks surge as Trump scraps Biden-era contractor rule
• Positive Sentiment: Uber agreed to acquire SpotHero (parking reservations covering ~13,000 locations), expanding the app into parking and commuter/event use cases — a logical step toward a “super‑app” and new monetization. Uber Moves Into Parking in Deal to Acquire SpotHero
• Positive Sentiment: Insider signal: CFO Balaji Krishnamurthy purchased ~22,453 shares (~$1.6M), which investors often read as management confidence in the stock and outlook. SEC filing: Insider purchase
• Positive Sentiment: Uber signed a partnership with drone‑delivery startup Manna, expanding autonomous last‑mile delivery options that could lower costs and improve Eats/freight unit economics over time. Manna signs partnership with Uber
• Neutral Sentiment: Wayve raised $1.2B (with milestone capital from Uber reported), accelerating autonomous driving tech deployment — positive for long‑term AV exposure but distant from near‑term revenue. Wayve raises $1.2bn
• Neutral Sentiment: Baidu and Uber are testing Apollo Go robotaxis in Dubai — a strategic expansion of autonomous partnerships that supports Uber’s platform play but depends on regulatory approvals and scale economics. Baidu And Uber Test Apollo Go Robotaxis In Dubai
• Negative Sentiment: Driver pushback: Seattle protesters urged Uber and Lyft to stop adding drivers to an already “flooded” market; combined with reports of high empty miles, this highlights supply/demand inefficiencies that can pressure driver economics and unit margins. In Seattle protest, workers call on Uber and Lyft to stop adding new drivers
• Negative Sentiment: Competitive/operational risk: Waymo’s accelerated U.S. rollout and new DMV data showing limitations for some AV partners (e.g., Nuro) underline that autonomous mobility is a contested field — faster rival deployments or underperforming partners could dent Uber’s long‑term autonomy lead. Waymo’s Robotaxis Now Being Dispatched in 10 Major U.S. Markets

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.