Uber Technologies, Inc. $UBER Shares Sold by Allianz SE

Allianz SE cut its holdings in shares of Uber Technologies, Inc. (NYSE:UBER) by 32.2% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 176,862 shares of the ride-sharing company’s stock after selling 84,147 shares during the period. Allianz SE’s holdings in Uber Technologies were worth $17,327,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of UBER. Andra AP fonden boosted its position in Uber Technologies by 50.6% during the third quarter. Andra AP fonden now owns 302,800 shares of the ride-sharing company’s stock worth $29,665,000 after purchasing an additional 101,700 shares in the last quarter. TIAA Trust National Association lifted its position in shares of Uber Technologies by 9.0% during the 3rd quarter. TIAA Trust National Association now owns 183,525 shares of the ride-sharing company’s stock valued at $17,980,000 after buying an additional 15,187 shares in the last quarter. Mill Creek Capital Advisors LLC acquired a new stake in Uber Technologies in the 3rd quarter valued at $250,000. Diversify Wealth Management LLC increased its holdings in Uber Technologies by 13.2% in the 3rd quarter. Diversify Wealth Management LLC now owns 56,932 shares of the ride-sharing company’s stock worth $5,677,000 after acquiring an additional 6,652 shares in the last quarter. Finally, Xponance Inc. increased its holdings in Uber Technologies by 0.7% in the 3rd quarter. Xponance Inc. now owns 488,691 shares of the ride-sharing company’s stock worth $47,877,000 after acquiring an additional 3,576 shares in the last quarter. Hedge funds and other institutional investors own 80.24% of the company’s stock.

Key Stories Impacting Uber Technologies

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

• Positive Sentiment: Uber launched Uber Air (air taxi bookings integrated into the Uber app) in partnership with Joby Aviation, with first commercial flights planned for Dubai in 2026 — a long-term growth/revenue optionality story that investors are rewarding. Uber Air Is Officially Here
• Positive Sentiment: Joby and Uber confirmed in-app booking for eVTOL flights and Dubai launch timing; coverage notes Joby’s improving fundamentals and the tie-up’s potential to accelerate urban air mobility monetization. The eVTOL Era is Beginning With Uber and Joby Aviation
• Positive Sentiment: The Biden-era contractor rule is being rolled back by the current administration, which reduces the risk of stricter employee classification for gig companies and supports Uber’s cost model and margins. Trump administration moves to nix Biden-era rule on independent contractors
• Positive Sentiment: Insider buying was reported, a signal some investors interpret as management confidence in the stock’s prospects. Insider Buying Activity
• Positive Sentiment: BTIG and other analysts remain constructive (Buy ratings and ~$100 targets cited), supporting upside expectations versus recent trading levels. Analyst Bullish Coverage
• Neutral Sentiment: Uber’s acquisition of SpotHero aims to broaden mobility services and parking integration; strategic fit is positive but near-term financial impact is modest. Uber Buys SpotHero
• Neutral Sentiment: Analyst fair-value tweaks and sector multiple resets changed some price targets slightly lower, reflecting updated models rather than a broad shift in conviction. Analysts Reset Valuations
• Negative Sentiment: Driver protests in markets like Seattle spotlight supply/demand imbalance and regulatory/labor friction risk that could pressure trip economics in some regions. Seattle Driver Protest

Uber Technologies Stock Performance

NYSE:UBER opened at $75.20 on Friday. The company’s 50-day moving average is $79.06 and its two-hundred day moving average is $87.91. Uber Technologies, Inc. has a 1-year low of $60.63 and a 1-year high of $101.99. 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 firm has a market capitalization of $154.76 billion, a price-to-earnings ratio of 15.97, a PEG ratio of 6.86 and a beta of 1.21.

Uber Technologies (NYSE:UBER) last released 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 during the quarter, compared to analyst estimates of $14.32 billion. Uber Technologies had a net margin of 19.33% and a return on equity of 43.63%. The company’s revenue was up 20.1% on a year-over-year basis. During the same quarter in the prior year, the company posted $3.21 earnings per share. Uber Technologies has set its Q1 2026 guidance at 0.650-0.720 EPS. Analysts forecast that Uber Technologies, Inc. will post 2.54 EPS for the current year.

Insider Activity

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

Analysts Set New Price Targets

Several analysts have recently issued reports on UBER shares. KeyCorp dropped their target price on shares of Uber Technologies from $110.00 to $105.00 and set an “overweight” rating on the stock in a research report on Tuesday, January 20th. Benchmark reaffirmed a “hold” rating on shares of Uber Technologies in a research note on Thursday, February 5th. Wolfe Research cut their price objective on Uber Technologies from $125.00 to $110.00 and set an “outperform” rating for the company in a research note on Monday, January 5th. Melius Research set a $73.00 target price on Uber Technologies in a research report on Monday, January 5th. Finally, Cantor Fitzgerald lowered their price target on Uber Technologies from $99.00 to $92.00 and set an “overweight” rating on the stock in a research note on Thursday, February 5th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-three have assigned a Buy rating, six have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, Uber Technologies presently has a consensus rating of “Moderate Buy” and a consensus target price of $104.53.

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.