Blair William & Co. IL Sells 76,540 Shares of Uber Technologies, Inc. $UBER

Key Points

• Blair William & Co. IL trimmed its stake in Uber by 1.8% in Q3, selling 76,540 shares and now holds 4,247,493 shares worth about $416.1 million, representing roughly 0.20% of Uber’s shares and about 1.1% of Blair William’s portfolio.
• Insider activity: CFO Balaji Krishnamurthy bought 22,453 shares at an average $71.25 (raising his stake to 28,742 shares) while insider Tony West sold 3,125 shares at $83.50; insiders now own approximately 3.84% of the company.
• Recent results: Uber reported Q4 EPS of $0.71 (missing the $0.79 estimate) with revenue up 20.1% to $14.37 billion, and provided Q1 2026 EPS guidance of $0.65–$0.72.

Blair William & Co. IL lessened its position in Uber Technologies, Inc. (NYSE:UBER - Free Report) by 1.8% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 4,247,493 shares of the ride-sharing company's stock after selling 76,540 shares during the period. Uber Technologies comprises about 1.1% of Blair William & Co. IL's portfolio, making the stock its 14th largest holding. Blair William & Co. IL owned 0.20% of Uber Technologies worth $416,127,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently modified their holdings of UBER. Kilter Group LLC bought a new position in Uber Technologies during the second quarter worth about $26,000. Westend Capital Management LLC bought a new stake in Uber Technologies in the third quarter valued at approximately $27,000. Total Investment Management Inc. bought a new stake in Uber Technologies in the second quarter valued at approximately $32,000. Pilgrim Partners Asia Pte Ltd acquired a new stake in shares of Uber Technologies in the third quarter valued at approximately $34,000. Finally, Howard Hughes Medical Institute acquired a new stake in shares of Uber Technologies in the second quarter valued at approximately $42,000. 80.24% of the stock is owned by institutional investors.

More Uber Technologies News

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

• Positive Sentiment: Uber expands mobility offerings in India by adding pan‑India intercity bus ticketing via a partnership with AbhiBus — a low‑capital way to widen addressable market and drive platform usage in a fast‑growing geography. Article Title
• Positive Sentiment: Management used the Morgan Stanley TMT conference to lay out a strategic roadmap (five pillars highlighted by new CFO Balaji) emphasizing growth, margin discipline and product innovation — a reaffirmation of long‑term strategy that supports multiple revenue streams. Article Title
• Positive Sentiment: Uber Air (with Joby) has launched in Dubai, letting users book eVTOL rides through the Uber app — opens an adjacent mobility market and reinforces Uber’s platform play, though monetization and scale remain multi‑year questions. Article Title
• Positive Sentiment: Coverage highlighting the gig‑economy tailwind lists Uber among names to watch, underscoring structural demand for rideshare and delivery services as consumers return to out‑of‑home spending. Article Title
• Neutral Sentiment: Zacks notes the stock has moved modestly since the last earnings release and asks whether that momentum can continue — useful context but not a directional catalyst on its own. Article Title
• Neutral Sentiment: Market and analyst pieces debate the Uber–Joby tie‑up (game‑changer vs. hype). The partnership enhances platform optionality but financial payoff is distant and depends on Joby scale and unit economics. Article Title
• Negative Sentiment: Recent quarterly results showed an EPS miss (EPS below consensus) despite revenue growth — a near‑term negative that often pressures the stock until guidance or execution re‑assures investors. Article Title

Insider Transactions at Uber Technologies

In other Uber Technologies news, CFO Balaji (A) Krishnamurthy purchased 22,453 shares of the stock in a transaction that occurred on Tuesday, February 24th. The shares were acquired at an average cost of $71.25 per share, with a total value of $1,599,776.25. Following the completion of the transaction, 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 purchase was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, insider Tony West sold 3,125 shares of Uber Technologies 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 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 SEC filing for this sale provides additional information. 3.84% of the stock is currently owned by company insiders.

Uber Technologies Stock Performance

Shares of NYSE UBER opened at $75.07 on Friday. 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 cap of $154.50 billion, a price-to-earnings ratio of 15.94, a P/E/G ratio of 6.91 and a beta of 1.22. The stock's fifty day moving average price is $78.54 and its two-hundred day moving average price is $87.35. Uber Technologies, Inc. has a one year low of $60.63 and a one year high of $101.99.

Uber Technologies (NYSE:UBER - Get Free Report) last posted its 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 for 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 firm's quarterly revenue was up 20.1% compared to the same quarter last year. During the same period in the prior year, the business posted $3.21 EPS. Uber Technologies has set its Q1 2026 guidance at 0.650-0.720 EPS. On average, equities analysts forecast that Uber Technologies, Inc. will post 2.54 EPS for the current year.

Wall Street Analyst Weigh In

A number of research analysts recently weighed in on the company. Cantor Fitzgerald decreased their target price on Uber Technologies from $99.00 to $92.00 and set an "overweight" rating on the stock in a report on Thursday, February 5th. KeyCorp cut their price target on Uber Technologies from $110.00 to $105.00 and set an "overweight" rating for the company in a report on Tuesday, January 20th. Needham & Company LLC reaffirmed a "buy" rating and set a $109.00 price objective on shares of Uber Technologies in a research report on Tuesday, February 3rd. Mizuho decreased their price objective on shares of Uber Technologies from $130.00 to $110.00 and set an "outperform" rating on the stock in a report on Thursday, February 5th. Finally, Roth Mkm set a $105.00 price objective on shares of Uber Technologies in a research report on Thursday, February 5th. One investment 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 issued a Sell rating to the stock. According to MarketBeat, Uber Technologies has a consensus rating of "Moderate Buy" and a consensus target price of $104.53.

About Uber Technologies

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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