Capital World Investors Acquires 182,976 Shares of Uber Technologies, Inc. $UBER

Key Points

• Capital World Investors increased its Uber stake by 182,976 shares in Q3 to 17,016,467 shares (0.82% ownership), a position worth about $1.667 billion, and institutional investors now hold 80.24% of the company.
• Insider activity includes CFO Balaji Krishnamurthy buying 22,453 shares for roughly $1.6 million (a 357% increase in his holdings) while Tony West sold 3,125 shares; corporate insiders own 3.70% of the stock.
• Analysts are broadly constructive — the consensus is a Moderate Buy with an average target of $104.53 — even as Uber reported Q results of $0.71 EPS (miss) and $14.37 billion revenue; the company is profitable with a $152.11 billion market cap and a 15.69 PE.

Capital World Investors grew its holdings in shares of Uber Technologies, Inc. (NYSE:UBER - Free Report) by 1.1% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 17,016,467 shares of the ride-sharing company's stock after buying an additional 182,976 shares during the quarter. Capital World Investors owned 0.82% of Uber Technologies worth $1,667,121,000 at the end of the most recent reporting period.

A number of other institutional investors have also recently made changes to their positions in the business. Kilter Group LLC bought a new stake in Uber Technologies during the second quarter worth approximately $26,000. Westend Capital Management LLC bought a new position in shares of Uber Technologies during the 3rd quarter valued at approximately $27,000. Total Investment Management Inc. bought a new position in shares of Uber Technologies during the 2nd quarter valued at approximately $32,000. Pilgrim Partners Asia Pte Ltd purchased a new stake in Uber Technologies during the 3rd quarter valued at $34,000. Finally, Howard Hughes Medical Institute bought a new stake in Uber Technologies in the second quarter worth $42,000. Institutional investors own 80.24% of the company's stock.

Trending Headlines about Uber Technologies

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

• Positive Sentiment: Nissan partnership — Nissan will partner with Uber on self‑driving technology, which could accelerate vehicle supply and OEM relationships for Uber’s AV roadmap and lower capital/intake risk as Uber scales autonomous offerings. Nissan to partner with Uber on self-driving technology
• Positive Sentiment: Autonomous + air mobility expansion — Uber launched Uber Autonomous Solutions and is preparing Uber Air with Joby eVTOL deployments (starting in Dubai), extending addressable market beyond human drivers and potentially lifting long‑term revenue mix and margins. Uber Expands Autonomous And Air Taxi Services As Valuation Signals Upside
• Positive Sentiment: Institutional support & strategy visibility — Uber presented strategy at the Morgan Stanley conference and remains a large holding for Pershing Square/Bill Ackman, which can bolster investor confidence and reduce perceived governance risk. Uber Technologies, Inc. (UBER) Outlines Its Strategic Vision at Morgan Stanley Conference
• Positive Sentiment: High‑profile bullish commentary — Jim Cramer publicly called Uber a long‑term winner, which can support retail demand and narrative momentum. Jim Cramer on Uber: “I Think This Is a Company That’s Taking Over the World”
• Neutral Sentiment: Valuation debate — Analysts note Uber trades at a discount to peers, prompting value arguments, but raise robotaxi competition and regulatory risk as offsets — mixed case for new buyers. Is UBER's Cheap Valuation Reason Enough to Invest in the Stock?
• Neutral Sentiment: Safety and product adjustments — Uber is expanding a female‑driver option in the U.S. to address assault concerns; may help retention/PR but highlights underlying safety headwinds. Uber expands female driver option in the US amid mounting assault cases
• Negative Sentiment: Profitability but muted multiple — Coverage asks why stock hasn’t rerated despite profitability; market skepticism about sustainability and growth mix may cap upside. Uber is finally profitable. So why is the stock still going nowhere?
• Negative Sentiment: Robotaxi competition — Rapid Waymo robotaxi expansion is cited as accelerating AV disruption and crowding the rideshare market, a direct competitive threat to Uber’s driver and AV plans. How autonomous vehicles are disrupting the rideshare economy

Insiders Place Their Bets

In related news, insider Tony West sold 3,125 shares of the company's stock in a transaction dated Tuesday, January 20th. The shares were sold at an average price of $83.50, for a total value of $260,937.50. Following the completion of the sale, the insider directly owned 176,584 shares of the company's stock, valued at $14,744,764. This represents a 1.74% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO Balaji (A) Krishnamurthy bought 22,453 shares of the company's stock in a transaction 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 acquisition, the chief financial officer owned 28,742 shares in the company, valued at $2,047,867.50. This represents a 357.02% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. 3.70% of the stock is currently owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of research firms have weighed in on UBER. Royal Bank Of Canada reiterated an "outperform" rating and set a $105.00 price objective on shares of Uber Technologies in a research report on Thursday, February 5th. Canaccord Genuity Group set a $72.00 price target on shares of Uber Technologies in a report on Thursday, February 5th. UBS Group set a $111.00 price objective on shares of Uber Technologies in a research report on Monday, February 2nd. Stifel Nicolaus dropped their target price on Uber Technologies from $122.00 to $105.00 and set a "buy" rating for the company in a research report on Tuesday, January 27th. Finally, BTIG Research reiterated a "buy" rating and issued a $100.00 price target on shares of Uber Technologies in a report on Wednesday, March 4th. One investment analyst has rated the stock with a Strong Buy rating, thirty-three have given a Buy rating, six have given a Hold rating and one has given a Sell rating to the company's stock. Based on data from MarketBeat.com, Uber Technologies presently has an average rating of "Moderate Buy" and an average target price of $104.53.

Uber Technologies Stock Performance

Uber Technologies stock opened at $73.91 on Tuesday. The company has a debt-to-equity ratio of 0.38, a quick ratio of 1.14 and a current ratio of 1.14. The company has a market capitalization of $152.11 billion, a PE ratio of 15.69, a P/E/G ratio of 6.89 and a beta of 1.22. The company has a 50 day moving average price of $78.39 and a 200-day moving average price of $87.10. Uber Technologies, Inc. has a fifty-two week low of $60.63 and a fifty-two week high of $101.99.

Uber Technologies (NYSE:UBER - Get Free Report) last announced its quarterly earnings data on Wednesday, February 4th. The ride-sharing company reported $0.71 earnings per share (EPS) 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 the consensus estimate of $14.32 billion. Uber Technologies had a return on equity of 43.63% and a net margin of 19.33%.The firm's revenue for the quarter was up 20.1% compared to the same quarter last year. During the same period last year, the company earned $3.21 EPS. 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 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.

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