Intech Investment Management LLC Purchases 88,551 Shares of Uber Technologies, Inc. $UBER

Key Points

• Intech Investment Management LLC increased its Uber position by 15.0% in the fourth quarter, buying 88,551 additional shares and bringing its total holdings to 677,494 shares worth about $55.4 million.
• Uber continues to attract major institutional support, with funds like Vanguard, Geode, Mitsubishi UFJ, and Massachusetts Financial Services also adding to their stakes. About 80.24% of Uber’s stock is owned by institutional investors and hedge funds.
• Uber reported solid quarterly results, posting EPS of $0.72 versus estimates of $0.69 and revenue growth of 14.5% year over year. The company also set Q2 2026 guidance of $0.78 to $0.82 EPS, and analysts maintain a consensus rating of Moderate Buy.

Intech Investment Management LLC lifted its position in shares of Uber Technologies, Inc. (NYSE:UBER - Free Report) by 15.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 677,494 shares of the ride-sharing company's stock after purchasing an additional 88,551 shares during the period. Uber Technologies accounts for 0.5% of Intech Investment Management LLC's portfolio, making the stock its 26th largest holding. Intech Investment Management LLC's holdings in Uber Technologies were worth $55,358,000 at the end of the most recent reporting period.

Several other institutional investors also recently modified their holdings of UBER. Mitsubishi UFJ Asset Management Co. Ltd. increased its stake in shares of Uber Technologies by 129.7% during the 4th quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 9,375,851 shares of the ride-sharing company's stock worth $776,883,000 after purchasing an additional 5,293,822 shares during the last quarter. Massachusetts Financial Services Co. MA increased its stake in shares of Uber Technologies by 65.2% during the 4th quarter. Massachusetts Financial Services Co. MA now owns 4,902,660 shares of the ride-sharing company's stock worth $400,596,000 after purchasing an additional 1,935,832 shares during the last quarter. C WorldWide Group Holding A S acquired a new position in shares of Uber Technologies during the 3rd quarter worth about $173,776,000. Vanguard Group Inc. increased its stake in shares of Uber Technologies by 0.9% during the 4th quarter. Vanguard Group Inc. now owns 192,499,602 shares of the ride-sharing company's stock worth $15,729,142,000 after purchasing an additional 1,670,761 shares during the last quarter. Finally, Geode Capital Management LLC increased its stake in shares of Uber Technologies by 3.5% during the 4th quarter. Geode Capital Management LLC now owns 47,936,203 shares of the ride-sharing company's stock worth $3,906,083,000 after purchasing an additional 1,602,596 shares during the last quarter. 80.24% of the stock is currently owned by institutional investors and hedge funds.

Uber Technologies News Summary

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

• Positive Sentiment: Uber raised its stake in Delivery Hero to 36.83% amid takeover discussions, reinforcing the company’s push to consolidate in food delivery and potentially expand its international reach. Uber Raises Delivery Hero Stake To 36.83% Amid Takeover Talks
• Positive Sentiment: Uber continues to benefit from strategic partnerships, including a new integration with hotel platform Mews that lets hotels book, track, and bill Uber rides for guests and staff, which could support ride volume growth. Hotel Platform Mews Embeds Uber to Transport Guests and Staff
• Positive Sentiment: Uber was highlighted at the Bernstein Strategic Decisions Conference, where management’s presentation likely kept focus on execution, profitability, and growth strategy for investors. Uber Technologies, Inc. Presents at Bernstein 42nd Annual Strategic Decisions Conference Transcript
• Neutral Sentiment: Analysts and commentators are debating whether Waymo’s robotaxi progress is a threat to Uber or a sign that ride-hailing demand remains resilient, keeping the competitive narrative in focus. Waymo won’t kill Uber, this investor says
• Neutral Sentiment: Uber also received attention from unusually heavy call-option buying, suggesting traders were positioning for further upside. Trouble With Waymo? Call an Uber
• Negative Sentiment: One note flagged insider stock sales totaling about $4.6 million, which can sometimes be read as a cautious signal even if it does not necessarily change the underlying business outlook. Insiders At Uber Technologies Sold US$4.6m In Stock, Alluding To Potential Weakness
• Negative Sentiment: Uber also faces some scrutiny from reports about customer complaints over Uber One membership charges, which could pressure sentiment if retention or billing issues become a bigger issue. Upset Uber customers charged for monthly memberships they say they never signed up for

Insider Activity

In other Uber Technologies news, SVP Nikki Krishnamurthy sold 30,000 shares of the stock in a transaction that occurred on 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 transaction, the senior vice president owned 460,756 shares in the company, valued at $34,303,284.20. This represents a 6.11% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. 3.81% of the stock is currently owned by insiders.

Wall Street Analysts Forecast Growth

Several research analysts have recently weighed in on UBER shares. DA Davidson restated a "buy" rating and set a $107.00 price objective on shares of Uber Technologies in a research note on Tuesday. BNP Paribas Exane lowered shares of Uber Technologies to an "underweight" rating in a research note on Monday, May 11th. Benchmark reiterated a "hold" rating on shares of Uber Technologies in a research note on Thursday, February 5th. Fox Advisors upgraded shares of Uber Technologies from a "hold" rating to an "outperform" rating in a research note on Monday, May 11th. Finally, Raymond James Financial upgraded shares of Uber Technologies from an "outperform" rating to a "strong-buy" rating in a research note on Monday, May 11th. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating, seven have given a Hold rating and three have issued a Sell rating to the company. According to data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and an average price target of $104.97.

Uber Technologies Stock Performance

UBER opened at $70.89 on Friday. The business has a fifty day simple moving average of $73.84 and a 200 day simple moving average of $78.59. The company has a market capitalization of $144.31 billion, a PE ratio of 17.68, a price-to-earnings-growth ratio of 6.01 and a beta of 1.16. Uber Technologies, Inc. has a 1 year low of $68.46 and a 1 year high of $101.99. The company has a debt-to-equity ratio of 0.41, a current ratio of 1.07 and a quick ratio of 1.07.

Uber Technologies (NYSE:UBER - Get Free Report) last announced its earnings results on Wednesday, May 6th. The ride-sharing company reported $0.72 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $0.69 by $0.03. Uber Technologies had a net margin of 15.91% and a return on equity of 41.40%. The firm had revenue of $13.20 billion for the quarter, compared to analyst estimates of $13.28 billion. During the same quarter in the prior year, the business posted $0.83 EPS. The business's revenue was up 14.5% compared to the same quarter last year. Uber Technologies has set its Q2 2026 guidance at 0.780-0.820 EPS. Research analysts expect that Uber Technologies, Inc. will post 2.95 EPS 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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