Lumbard & Kellner LLC Invests $3.68 Million in UiPath, Inc. $PATH

Key Points

• Lumbard & Kellner LLC opened a new position in UiPath, buying 224,337 shares worth about $3.68 million; institutional investors now own roughly 62.5% of the company.
• UiPath beat quarterly expectations with EPS of $0.30 versus $0.25 expected and revenue of $481.11 million, up 13.4% year‑over‑year.
• Analysts are mixed — MarketBeat shows a consensus Hold with a $14.07 price target — while the stock trades near $10.92 (market cap ~$5.72B) amid positive AI/product developments but continued short‑term volatility.

Lumbard & Kellner LLC bought a new position in UiPath, Inc. (NYSE:PATH - Free Report) during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 224,337 shares of the company's stock, valued at approximately $3,677,000.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the stock. Sumitomo Mitsui Trust Group Inc. lifted its position in UiPath by 1.9% during the 4th quarter. Sumitomo Mitsui Trust Group Inc. now owns 37,871 shares of the company's stock worth $621,000 after buying an additional 720 shares in the last quarter. Green Alpha Advisors LLC lifted its position in UiPath by 3.4% during the 4th quarter. Green Alpha Advisors LLC now owns 29,519 shares of the company's stock worth $484,000 after buying an additional 973 shares in the last quarter. Covestor Ltd lifted its position in UiPath by 17.7% during the 3rd quarter. Covestor Ltd now owns 6,522 shares of the company's stock worth $87,000 after buying an additional 981 shares in the last quarter. Wealthfront Advisers LLC lifted its position in UiPath by 3.6% during the 3rd quarter. Wealthfront Advisers LLC now owns 32,886 shares of the company's stock worth $440,000 after buying an additional 1,149 shares in the last quarter. Finally, CoreCap Advisors LLC lifted its position in UiPath by 92.3% during the 4th quarter. CoreCap Advisors LLC now owns 2,579 shares of the company's stock worth $42,000 after buying an additional 1,238 shares in the last quarter. Institutional investors and hedge funds own 62.50% of the company's stock.

UiPath Trading Up 4.0%

Shares of NYSE:PATH opened at $10.92 on Friday. The stock has a market capitalization of $5.72 billion, a P/E ratio of 20.99, a P/E/G ratio of 1.72 and a beta of 0.91. UiPath, Inc. has a 1-year low of $9.28 and a 1-year high of $19.84. The business has a 50-day moving average price of $10.97 and a two-hundred day moving average price of $13.44.

UiPath (NYSE:PATH - Get Free Report) last announced its quarterly earnings data on Wednesday, March 11th. The company reported $0.30 earnings per share for the quarter, topping the consensus estimate of $0.25 by $0.05. The firm had revenue of $481.11 million during the quarter, compared to analysts' expectations of $464.81 million. UiPath had a return on equity of 5.69% and a net margin of 17.53%.The company's quarterly revenue was up 13.4% compared to the same quarter last year. During the same period in the previous year, the business posted $0.26 EPS. As a group, equities analysts predict that UiPath, Inc. will post 0.32 EPS for the current year.

Analyst Upgrades and Downgrades

Several brokerages recently issued reports on PATH. Morgan Stanley upgraded shares of UiPath from an "equal weight" rating to a "positive" rating in a research report on Friday, March 13th. Zacks Research downgraded shares of UiPath from a "strong-buy" rating to a "hold" rating in a research report on Friday, February 6th. William Blair reissued a "hold" rating on shares of UiPath in a report on Thursday, March 12th. Canaccord Genuity Group dropped their price objective on UiPath from $19.00 to $15.00 and set a "buy" rating for the company in a report on Thursday, March 12th. Finally, Mizuho dropped their price objective on UiPath from $15.00 to $12.00 and set a "neutral" rating for the company in a report on Thursday, March 12th. Three research analysts have rated the stock with a Buy rating, fourteen have issued a Hold rating and one has assigned a Sell rating to the company. Based on data from MarketBeat, the company presently has a consensus rating of "Hold" and a consensus price target of $14.07.

Key Stories Impacting UiPath

Here are the key news stories impacting UiPath this week:

• Positive Sentiment: UiPath expanded agentic AI to its Automation Suite with specific on‑prem and self‑hosted support for government and regulated industries — a direct revenue opportunity in large, security‑sensitive accounts. Read More.
• Positive Sentiment: Analyst and media coverage is framing UiPath as a hidden/attractive AI investment as it adds secure, enterprise on‑prem AI features and integrates with major automation ecosystems — this raises upside expectations for enterprise adoption. Read More.
• Positive Sentiment: Partnerships and ecosystem momentum — coverage highlights UiPath alongside IBM and ServiceNow in an autonomous AI push, which can widen distribution and enterprise use cases. Read More.
• Positive Sentiment: Recent quarterly results showed a revenue and EPS beat and continued year‑over‑year revenue growth, supporting the company’s ability to monetize automation + AI. (Earnings referenced in company reports/market commentary.)
• Neutral Sentiment: Federal IT modernization is adopting AI (e.g., OPM projects), which could be an addressable market tailwind for UiPath but timing and procurement cycles remain uncertain. Read More.
• Neutral Sentiment: How‑to and product stories (UiPath + OpenAI integrations, secure on‑prem offerings) increase developer and buyer awareness but don’t guarantee near‑term revenue — useful for long‑term adoption. Read More.
• Negative Sentiment: Short‑term price pressure and recent intraday weakness were noted in market wrap articles reporting a drop in PATH last session, highlighting ongoing volatility and investor concern about valuation and growth visibility. Read More.
• Negative Sentiment: Broader commentary asks whether the current share price already discounts risks after a sizable YTD and 1‑year decline, which may limit near‑term upside until clearer revenue/consumption signals arrive. Read More.
• Negative Sentiment: Some headlines linking product launches to gig‑job cuts or cyber‑risk narratives could attract negative headlines or regulatory scrutiny; these stories can amplify short‑term sentiment swings. Read More.

About UiPath

UiPath Inc provides an end-to-end automation platform that offers a range of robotic process automation (RPA) solutions primarily in the United States, Romania, the United Kingdom, the Netherlands, and internationally. The company offers a suite of interrelated software to build, manage, run, engage, measure, and govern automation within the organization. Its platform's embedded AI, ML, and NLP capabilities improve decisioning and information processing; emulate human behavior allows organizations to address a myriad of use cases; emulate human behavior allows organizations to address a myriad of use cases; multi-tenant platform enterprise deployment with security and governance and Automation Cloud, which enables customers to begin automating without the need to provision infrastructure, install applications, or perform additional configurations; intuitive interface and low-code, drag-and-drop functionality; signed to enable people and automations to work together; and tracks, measures, and forecasts the performance of automations, enables customers to gain powerful insights and generate key performance indicators with actionable metric.

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