Donaldson Capital Management LLC Boosts Stake in Uber Technologies, Inc. $UBER

Donaldson Capital Management LLC increased its position in shares of Uber Technologies, Inc. (NYSE:UBER) by 43.8% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 99,364 shares of the ride-sharing company’s stock after buying an additional 30,256 shares during the quarter. Donaldson Capital Management LLC’s holdings in Uber Technologies were worth $8,119,000 as of its most recent SEC filing.

Other institutional investors also recently added to or reduced their stakes in the company. Measured Wealth Private Client Group LLC acquired a new stake in shares of Uber Technologies in the third quarter valued at approximately $25,000. Westend Capital Management LLC acquired a new position in shares of Uber Technologies in the 3rd quarter valued at $27,000. Kilter Group LLC acquired a new position in shares of Uber Technologies in the 2nd quarter valued at $26,000. Imprint Wealth LLC purchased a new stake in Uber Technologies in the 3rd quarter valued at $32,000. Finally, Total Investment Management Inc. purchased a new stake in Uber Technologies in the 2nd quarter valued at $32,000. Institutional investors and hedge funds own 80.24% of the company’s stock.

Uber Technologies News Roundup

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

• Positive Sentiment: Strategic robotaxi partnership: Uber announced a partnership with Pony.ai and Verne to launch Europe’s first commercial robotaxi service in Zagreb — a capital‑light way to enter European autonomous mobility that could improve long‑term margins and TAM. Article Title
• Positive Sentiment: High street price target: 24/7 Wall St. published a bullish 12‑month price target (~$125), implying substantial upside versus current levels — a signal that some analysts see strong medium‑term upside. Article Title
• Positive Sentiment: Payments/retail deal could boost engagement: Uber signed a multi‑year partnership with Ibotta for US grocery and retail promotions, which may increase app engagement and non‑ride revenue. Article Title
• Positive Sentiment: Brokerage sentiment: Aggregated broker notes show an average rating around “Moderate Buy,” supporting investor confidence among some institutions. Article Title
• Positive Sentiment: Autonomous ecosystem tailwinds: Pony.ai said it will more than double its robotaxi fleet and is expanding internationally — scaling partners like Pony.ai improve the probability Uber’s robotaxi efforts will become meaningful. Article Title
• Positive Sentiment: EV supply relationship: Coverage flagged a large Rivian arrangement with Uber (Rivian deal references), which could help electrify driver fleets and reduce EV adoption friction for Uber drivers. Article Title
• Neutral Sentiment: Investor letters and coverage: Fund letters and Zacks pieces highlight Uber’s strategic positioning and elevated investor interest but provide mixed, non‑actionable takeaways. Article Title Article Title
• Neutral Sentiment: Office expansion/ops updates: Uber is expanding its NYC office and implementing in‑office expectations — operational news that is company‑specific but not clearly material to near‑term earnings. Article Title
• Negative Sentiment: Analyst estimate trims: Erste Group slightly lowered FY2026/2027 EPS forecasts, signaling some analysts see tighter near‑term growth/profitability than before. Article Title
• Negative Sentiment: Short‑term market reaction: Several outlets note the stock fell after the robo‑taxi announcement, suggesting investors are booking profits or treating the move as longer‑term R&D rather than immediate earnings accretive. Article Title

Analyst Ratings Changes

Several research analysts have issued reports on UBER shares. KeyCorp lowered their price objective 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. Stifel Nicolaus reduced their target price on shares of Uber Technologies from $122.00 to $105.00 and set a “buy” rating for the company in a report on Tuesday, January 27th. Melius Research set a $73.00 target price on shares of Uber Technologies in a research note on Monday, January 5th. Weiss Ratings lowered Uber Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a report on Thursday, March 19th. Finally, BTIG Research restated a “buy” rating and issued a $100.00 price target on shares of Uber Technologies in a research report on Tuesday, March 17th. One analyst has rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating, five have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the company currently has an average rating of “Moderate Buy” and a consensus target price of $105.29.

Insider Activity

In other news, SVP Nikki Krishnamurthy sold 30,000 shares of the firm’s stock in a transaction on Monday, March 16th. The stock was sold at an average price of $74.45, for a total value of $2,233,500.00. Following the completion of the transaction, the senior vice president owned 460,756 shares in the company, valued at $34,303,284.20. This trade represents a 6.11% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through the SEC website. Also, insider Tony West sold 3,125 shares of Uber Technologies 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 transaction, the insider directly owned 176,584 shares of the company’s stock, valued at $14,744,764. This trade represents a 1.74% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 3.70% of the company’s stock.

Uber Technologies Price Performance

Shares of NYSE:UBER opened at $69.22 on Monday. The firm has a market capitalization of $141.41 billion, a price-to-earnings ratio of 14.70, a price-to-earnings-growth ratio of 6.33 and a beta of 1.22. 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 simple moving average is $75.48 and its 200-day simple moving average is $85.08. Uber Technologies, Inc. has a 12 month low of $60.63 and a 12 month high of $101.99.

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

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.