Chickasaw Capital Management LLC Purchases New Shares in Uber Technologies, Inc. $UBER

Key Points

• Chickasaw Capital Management opened a new stake in Uber in Q4, buying 36,163 shares worth about $2.96 million, and institutional investors now own roughly 80.24% of the stock.
• Notable insider selling: SVP Nikki Krishnamurthy sold 30,000 shares (~$2.23M) and Tony West sold 3,125 shares, leaving insiders with about 3.70% ownership and potentially signaling profit-taking.
• Analyst and strategic outlook: Uber has a consensus "Moderate Buy" rating with a $105.29 price target, backed by a Rivian robotaxi tie‑up and AV growth hopes, even as it missed Q4 EPS ($0.71 vs. $0.79) while revenue rose 20.1% year‑over‑year.

Chickasaw Capital Management LLC acquired a new stake in shares of Uber Technologies, Inc. (NYSE:UBER - Free Report) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm acquired 36,163 shares of the ride-sharing company's stock, valued at approximately $2,955,000.

Other large investors have also recently made changes to their positions in the company. Measured Wealth Private Client Group LLC purchased a new position in Uber Technologies in the third quarter worth about $25,000. Westend Capital Management LLC purchased a new stake in Uber Technologies during the third quarter valued at approximately $27,000. Kilter Group LLC bought a new stake in shares of Uber Technologies in the 2nd quarter valued at approximately $26,000. Imprint Wealth LLC bought a new stake in shares of Uber Technologies in the 3rd quarter valued at approximately $32,000. Finally, Total Investment Management Inc. purchased a new position in shares of Uber Technologies in the 2nd quarter worth approximately $32,000. 80.24% of the stock is currently owned by institutional investors.

Insider Buying and Selling

In related news, SVP Nikki Krishnamurthy sold 30,000 shares of Uber Technologies stock in a transaction dated Monday, March 16th. The shares were sold at an average price of $74.45, for a total transaction of $2,233,500.00. Following the completion of the sale, 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 position. 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 the business's 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 of the company's stock, valued at approximately $14,744,764. This trade represents a 1.74% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. 3.70% of the stock is currently owned by insiders.

Analysts Set New Price Targets

Several analysts recently weighed in on the company. Needham & Company LLC restated a "buy" rating and set a $109.00 price target on shares of Uber Technologies in a report on Tuesday, February 3rd. Royal Bank Of Canada reaffirmed an "outperform" rating and set a $105.00 price objective on shares of Uber Technologies in a research note on Thursday, February 5th. BTIG Research reiterated a "buy" rating and set a $100.00 price objective on shares of Uber Technologies in a research report on Tuesday, March 17th. Sanford C. Bernstein reissued an "outperform" rating on shares of Uber Technologies in a research note on Thursday, December 18th. Finally, Mizuho lowered their target price on shares of Uber Technologies from $130.00 to $110.00 and set an "outperform" rating for the company in a report on Thursday, February 5th. One investment analyst has rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, five have given a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of "Moderate Buy" and a consensus price target of $105.29.

Uber Technologies News Roundup

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

• Positive Sentiment: Uber agreed to a major robotaxi tie-up with Rivian that includes a potential investment and a plan to deploy tens of thousands of R2 robotaxis — a deal investors view as accelerating Uber’s path to lower-cost, higher-margin autonomous rides and long-term TAM expansion. Uber to invest up to $1.25B in Rivian for 50,000 R2 robotaxis
• Positive Sentiment: Citi Research says Uber could become the largest autonomous-vehicle (AV) ride-sharing platform by 2029 — a bullish strategic view that supports premium multiple expansion if Uber successfully executes on its hybrid human+AV network. Uber leads rivals in race for global autonomous ride-sharing dominance by 2029 – Citi Research
• Positive Sentiment: Wall Street interest and analyst targets remain constructive (multiple buy/outperform notes and median price targets above current levels), reinforcing upside expectations tied to AV rollout and expansion into local commerce. Quiver Quant coverage (analyst/insider summary)
• Neutral Sentiment: Uber’s push beyond ride-hailing into local commerce and logistics is highlighted as a multi‑trillion‑dollar opportunity — strategic upside over time but not an immediate earnings catalyst. Uber Is Quietly Expanding Into a Multitrillion-Dollar Market
• Neutral Sentiment: High‑profile founder relocation stories (Travis Kalanick moving to Texas) generate headlines but have limited direct impact on Uber’s operations or fundamentals. Founder relocation story
• Negative Sentiment: Insider selling remains notable — the CEO and several executives have sold shares in recent months — which can signal profit-taking or reduce near-term investor confidence. Insider trading and compensation details
• Negative Sentiment: Large institutional reductions reported in Q4 (UBS AM, FMR, JPM among the biggest sellers) suggest some major holders are trimming exposure, which could cap upside or add selling pressure if trend continues. Institutional holdings changes

Uber Technologies Stock Performance

Shares of Uber Technologies stock opened at $75.12 on Tuesday. The company has a quick ratio of 1.14, a current ratio of 1.14 and a debt-to-equity ratio of 0.38. The stock's fifty day moving average is $76.57 and its two-hundred day moving average is $85.71. Uber Technologies, Inc. has a 52 week low of $60.63 and a 52 week high of $101.99. The company has a market capitalization of $154.61 billion, a PE ratio of 15.95, a price-to-earnings-growth ratio of 6.77 and a beta of 1.22.

Uber Technologies (NYSE:UBER - Get Free Report) last released its earnings results 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 business had revenue of $14.37 billion for 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 quarter last year, the business posted $3.21 earnings per share. Uber Technologies has set its Q1 2026 guidance at 0.650-0.720 EPS. As a group, analysts expect that Uber Technologies, Inc. will post 2.54 earnings per share for the current year.

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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