Montag A & Associates Inc. Lowers Position in Uber Technologies, Inc. $UBER

Key Points

• Montag A & Associates cut its stake in Uber by 42.1% in Q4, selling 45,427 shares and leaving it with 62,413 shares valued at about $5.1 million.
• Uber missed Q4 EPS expectations ($0.71 vs. $0.79) but posted revenue of $14.37 billion (up 20.1% YoY) and set Q1 2026 EPS guidance of $0.65–$0.72 while analysts expect ~$3.34 FY EPS.
• Uber is expanding services and partnerships—adding in‑app hotel bookings with Expedia, partnering with Hertz on AV fleet plans and acquiring FlyTaxi—but continues to face ongoing legal and safety risks that could pressure reputation and costs.

Montag A & Associates Inc. cut its holdings in shares of Uber Technologies, Inc. (NYSE:UBER - Free Report) by 42.1% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 62,413 shares of the ride-sharing company's stock after selling 45,427 shares during the quarter. Montag A & Associates Inc.'s holdings in Uber Technologies were worth $5,100,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds have also modified their holdings of the business. Vanguard Group Inc. grew its holdings 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 period. Northern Trust Corp grew its holdings in shares of Uber Technologies by 1.5% during the 3rd quarter. Northern Trust Corp now owns 19,509,042 shares of the ride-sharing company's stock worth $1,911,301,000 after purchasing an additional 297,132 shares during the period. Capital World Investors grew its holdings in shares of Uber Technologies by 1.1% during the 3rd quarter. Capital World Investors now owns 17,016,467 shares of the ride-sharing company's stock worth $1,667,121,000 after purchasing an additional 182,976 shares during the period. Legal & General Group Plc grew its holdings in shares of Uber Technologies by 6.9% during the 3rd quarter. Legal & General Group Plc now owns 13,386,313 shares of the ride-sharing company's stock worth $1,311,457,000 after purchasing an additional 867,719 shares during the period. Finally, Boston Partners boosted its holdings in Uber Technologies by 2.9% during the 3rd quarter. Boston Partners now owns 9,422,708 shares of the ride-sharing company's stock valued at $923,919,000 after acquiring an additional 263,824 shares during the period. 80.24% of the stock is currently owned by hedge funds and other institutional investors.

Uber Technologies Price Performance

UBER stock opened at $75.19 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 capitalization of $153.61 billion, a P/E ratio of 15.96, a P/E/G ratio of 6.88 and a beta of 1.16. The business's 50-day moving average is $73.91 and its two-hundred day moving average is $81.25. Uber Technologies, Inc. has a 1 year low of $68.46 and a 1 year high of $101.99.

Uber Technologies (NYSE:UBER - Get Free Report) last issued 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). Uber Technologies had a return on equity of 43.63% and a net margin of 19.33%.The business had revenue of $14.37 billion for the quarter, compared to analyst estimates of $14.32 billion. During the same period last year, the business posted $3.21 EPS. Uber Technologies's revenue was up 20.1% on a year-over-year basis. Uber Technologies has set its Q1 2026 guidance at 0.650-0.720 EPS. Analysts anticipate that Uber Technologies, Inc. will post 3.34 earnings per share for the current fiscal year.

Insider Activity

In related news, SVP Nikki Krishnamurthy sold 30,000 shares of Uber Technologies stock in a transaction 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 sale, the senior vice president directly 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 legal filing with the Securities & Exchange Commission, which is available through the SEC website. Also, CFO Balaji (A) Krishnamurthy purchased 22,453 shares of the business's stock in a transaction that occurred on Tuesday, February 24th. The shares were bought at an average price of $71.25 per share, for a total transaction of $1,599,776.25. Following the completion of the purchase, the chief financial officer directly 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. 3.81% of the stock is currently owned by company insiders.

Uber Technologies News Summary

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

• Positive Sentiment: Uber added in‑app hotel bookings via a partnership with Expedia, expanding addressable revenue beyond rides and delivery and increasing engagement/use per user — a clear growth catalyst if adoption scales. Uber moves toward becoming an ‘everything app’ with hotel bookings powered by Expedia
• Positive Sentiment: Uber deepened its autonomous and fleet strategy by partnering with Hertz’s new Oro Mobility fleet platform and naming Hertz a major fleet partner for robotaxi and driver‑led services — a move that validates Uber’s AV roadmap and could reduce capital intensity for fleet scale-up. Hertz launches Oro Mobility to manage Uber robotaxi fleet
• Positive Sentiment: Uber acquired FlyTaxi (reports show activity in Hong Kong), extending local market footprint and tech/ops capabilities for urban air/ride alternatives — small M&A that signals continued execution on mobility services expansion. Deal Dispatch: Sirius XM Mulls Purchase Of iHeartMedia, Uber Buys FlyTaxi
• Neutral Sentiment: Wall Street and equity research are watching Q1 metrics closely (bookings guidance and robotaxi spend are key). Analyst previews and trending‑stock writeups are driving attention but not yet forcing a consensus view. Unlocking Q1 Potential of Uber (UBER): Exploring Wall Street Estimates for Key Metrics
• Neutral Sentiment: Policy moves expanding retirement access for gig workers (Trump executive order) could modestly benefit gig platforms over time by improving worker retention and financial security, but impacts are indirect and will take time to materialize. Trump expands worker access to retirement plans with new order
• Negative Sentiment: Ongoing legal and safety matters (passenger sexual assault verdict coverage and related litigation) remain a reputational and financial overhang; BloombergLaw reports show these issues continue to draw scrutiny and could lead to costs or regulatory pressure. Uber Lawyers Unfazed After Passenger Sexual Assault Verdicts

Wall Street Analysts Forecast Growth

A number of equities analysts recently commented on the company. Wall Street Zen cut Uber Technologies from a "buy" rating to a "hold" rating in a report on Saturday, January 17th. KeyCorp lowered their target price on Uber Technologies from $110.00 to $105.00 and set an "overweight" rating for the company in a report on Tuesday, January 20th. Jefferies Financial Group restated a "buy" rating on shares of Uber Technologies in a report on Wednesday, January 7th. Benchmark restated a "hold" rating on shares of Uber Technologies in a report on Thursday, February 5th. Finally, Guggenheim restated a "buy" rating and set a $125.00 target price on shares of Uber Technologies in a report on Monday, April 27th. One equities research analyst has rated the stock with a Strong Buy rating, thirty-two have given a Buy rating, five have given a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, Uber Technologies has an average rating of "Moderate Buy" and an average target price of $105.11.

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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