Bennett Selby Investments LP Has $5.06 Million Holdings in Uber Technologies, Inc. $UBER

Key Points

• Bennett Selby Investments LP increased its Uber stake by 72.1% to 61,886 shares, a holding worth about $5.06 million that represents roughly 1.6% of the firm's portfolio and its 15th largest position.
• Institutional investors own about 80.24% of Uber, with large holders like Vanguard and Norges Bank, and analysts rate the stock an average of "Moderate Buy" with a mean target price of $105.29.
• Company insiders disclosed recent sales (Tony West sold 3,125 shares at $83.50; Nikki Krishnamurthy sold 30,000 shares at $74.45), insiders now own 3.70%, and Uber recently missed quarterly EPS estimates ($0.71 vs. $0.79) while guiding Q1 2026 EPS to 0.650–0.720.

Bennett Selby Investments LP increased its position in Uber Technologies, Inc. (NYSE:UBER - Free Report) by 72.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 61,886 shares of the ride-sharing company's stock after acquiring an additional 25,932 shares during the quarter. Uber Technologies comprises about 1.6% of Bennett Selby Investments LP's investment portfolio, making the stock its 15th biggest position. Bennett Selby Investments LP's holdings in Uber Technologies were worth $5,057,000 at the end of the most recent reporting period.

A number of other hedge funds also recently bought and sold shares of the company. Vanguard Group Inc. lifted its position in shares of Uber Technologies by 0.7% during the 3rd quarter. Vanguard Group Inc. now owns 190,828,841 shares of the ride-sharing company's stock worth $18,695,502,000 after purchasing an additional 1,277,322 shares during the last quarter. Norges Bank acquired a new stake in Uber Technologies in the 2nd quarter valued at approximately $2,348,319,000. Northern Trust Corp increased its position in Uber Technologies by 1.5% in the 3rd quarter. Northern Trust Corp now owns 19,509,042 shares of the ride-sharing company's stock worth $1,911,301,000 after buying an additional 297,132 shares during the period. Capital World Investors increased its position in Uber Technologies by 1.1% in the 3rd quarter. Capital World Investors now owns 17,016,467 shares of the ride-sharing company's stock worth $1,667,121,000 after buying an additional 182,976 shares during the period. Finally, Charles Schwab Investment Management Inc. lifted its holdings in shares of Uber Technologies by 1.0% during the second quarter. Charles Schwab Investment Management Inc. now owns 13,810,255 shares of the ride-sharing company's stock worth $1,288,497,000 after buying an additional 142,933 shares during the last quarter. 80.24% of the stock is currently owned by institutional investors.

Analyst Ratings Changes

Several research firms have recently weighed in on UBER. TD Cowen reissued a "buy" rating on shares of Uber Technologies in a research report on Wednesday, March 11th. 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. Morgan Stanley cut their target price on shares of Uber Technologies from $110.00 to $100.00 and set an "overweight" rating for the company in a research note on Thursday, February 5th. BNP Paribas Exane initiated coverage on shares of Uber Technologies in a report on Wednesday, January 14th. They issued an "outperform" rating and a $108.00 price target for the company. Finally, Wolfe Research decreased their price target on shares of Uber Technologies from $125.00 to $110.00 and set an "outperform" rating on the stock in a research report on Monday, January 5th. One investment analyst has rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company presently has an average rating of "Moderate Buy" and an average target price of $105.29.

Insider Buying and Selling at Uber Technologies

In other Uber Technologies news, insider Tony West sold 3,125 shares of the company'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 sale, the insider directly owned 176,584 shares in the company, valued at $14,744,764. This represents a 1.74% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Also, SVP Nikki Krishnamurthy sold 30,000 shares of the 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 transaction, the senior vice president owned 460,756 shares of the company's stock, valued at $34,303,284.20. This represents a 6.11% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Company insiders own 3.70% of the company's stock.

Uber Technologies Stock Down 2.0%

NYSE UBER opened at $73.86 on Monday. The company has a current ratio of 1.14, a quick ratio of 1.14 and a debt-to-equity ratio of 0.38. The stock's 50 day moving average is $76.76 and its two-hundred day moving average is $85.83. The company has a market capitalization of $152.01 billion, a price-to-earnings ratio of 15.68, a PEG ratio of 6.77 and a beta of 1.22. Uber Technologies, Inc. has a 1-year low of $60.63 and a 1-year high of $101.99.

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

Trending Headlines about Uber Technologies

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

• Positive Sentiment: Major Rivian robotaxi partnership — Uber agreed to invest up to $1.25B and commit to buying/operating thousands of Rivian R2 autonomous vehicles (initial deployments targeted for 2028), a concrete step toward a higher‑margin AV future. Uber to invest up to $1.25 billion in Rivian as part of robotaxi deal
• Positive Sentiment: NVIDIA tie‑ups and positive coverage amplified bullish momentum — media and commentators (including Jim Cramer) highlighted Uber’s expanded AV roadmap with Nvidia, reinforcing the narrative of scaled AV partnerships and potential long‑term upside. Jim Cramer Explains Why “Uber Stock Caught Fire Earlier This Week”
• Positive Sentiment: Analyst support — firms (e.g., BTIG reaffirm) continue to back Uber, providing a bullish analyst backdrop that can stabilize sentiment after volatile moves. BTIG Research Reaffirms "Buy" Rating for Uber Technologies NYSE: UBER
• Neutral Sentiment: Operational progress is visible but early — pilots (Motional, other partners) and roadmap milestones signal execution, yet revenue/timeframe impact remains distant. Is Uber's Mega Deal With Rivian a Game-Changer in the Robotaxi Space?
• Neutral Sentiment: Operational productivity/AI initiatives — Uber’s CTO says engineers are accelerating with AI tooling (potential cost/productivity tailwinds), but benefits are incremental and longer term. Uber CTO Says 95% Of Engineers Use AI Tools Monthly As Coding Shift Accelerates
• Negative Sentiment: Deal skepticism and “up to” caveats — several outlets and analysts warned the Rivian pact includes conditional language and milestones, raising questions about timing, scale and capital exposure. Uber Can’t Save Rivian
• Negative Sentiment: Short‑term negative headlines and valuation concerns — critical pieces (Seeking Alpha, market commentators) flagged execution risk and stretched forward valuation, which pressures sentiment if optimism cools. Uber: I've Been Bullish For Years - Not Anymore
• Negative Sentiment: Corporate/operational noise — an insider sale was disclosed and there are localized driver strikes (Lagos) plus AV safety scrutiny from recent high‑profile incidents, all of which can sap near‑term confidence. SEC filing: Insider sale by Nikki Krishnamurthy Uber seeks dialogue as Lagos drivers continue strike

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.

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