Public Employees Retirement System of Ohio Takes $1.25 Million Position in UiPath, Inc. $PATH

Key Points

• Ohio’s public employees’ retirement system bought 115,224 UiPath shares worth approximately $1.25 million, while institutional investors collectively own 62.5% of the company.
• UiPath’s latest quarter exceeded revenue expectations, with revenue rising 13.3% year over year to $410.3 million, and the company reported $0.15 in adjusted EPS while maintaining improved profitability and guidance.
• Despite higher analyst price targets, the stock remains viewed cautiously: PATH carries a consensus “Hold” rating, while investors await clearer evidence that AI-powered automation can accelerate growth. CEO Daniel Dines also sold 1.4 million shares worth $22.5 million.

Public Employees Retirement System of Ohio bought a new position in shares of UiPath, Inc. (NYSE:PATH - Free Report) during the second quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm bought 115,224 shares of the company's stock, valued at approximately $1,252,000.

Several other institutional investors and hedge funds have also modified their holdings of the business. Redwood Investment Management LLC bought a new position in UiPath during the second quarter worth about $1,183,000. BlackRock Inc. boosted its holdings in UiPath by 7.2% in the 2nd quarter. BlackRock Inc. now owns 46,153,124 shares of the company's stock valued at $501,684,000 after purchasing an additional 3,097,822 shares during the period. Deutsche Bank AG grew its position in shares of UiPath by 6.9% during the 2nd quarter. Deutsche Bank AG now owns 580,063 shares of the company's stock worth $6,305,000 after purchasing an additional 37,558 shares in the last quarter. Covestor Ltd grew its position in shares of UiPath by 771.0% during the 2nd quarter. Covestor Ltd now owns 10,565 shares of the company's stock worth $115,000 after purchasing an additional 9,352 shares in the last quarter. Finally, Mitsubishi UFJ Asset Management Co. Ltd. increased its holdings in shares of UiPath by 98.5% during the second quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 265,611 shares of the company's stock worth $2,887,000 after purchasing an additional 131,792 shares during the period. 62.50% of the stock is currently owned by institutional investors and hedge funds.

Key UiPath News

Here are the key news stories impacting UiPath this week:

• Positive Sentiment: UiPath’s fiscal second-quarter results included revenue above Wall Street expectations, improved profitability, and raised full-year guidance. These factors suggest the business remains financially solid and could create a potential valuation opportunity after the selloff. UiPath Slides 24% After Q2 Earnings: Is PATH Stock a Buy?
• Positive Sentiment: Several analysts raised their price targets following the quarterly report, indicating that they see additional long-term value in UiPath despite near-term execution concerns. UiPath and Pegasystems Sink 7% as Price Target Hikes Arrive Without a Single Buy Rating
• Neutral Sentiment: UiPath presented at Citi’s 2026 Global TMT Conference, keeping management’s strategy and outlook in focus for investors. However, the available report does not identify a major new catalyst from the presentation. UiPath Presents at Citi’s 2026 Global TMT Conference
• Negative Sentiment: Analysts remain cautious because UiPath must demonstrate that AI-powered automation can accelerate revenue growth and generate stronger demand, rather than simply improve efficiency. Analysts Still Want AI Proof
• Negative Sentiment: The market’s reaction has been unusually weak despite the revenue beat and guidance increase, reflecting high expectations for AI-related growth and disappointment that management has not yet shown clear acceleration. UiPath Stock Plunges After Q2 Earnings
• Negative Sentiment: Although price targets increased, the absence of a buy rating signals that Wall Street views the shares as a higher-risk turnaround or execution story rather than a clear near-term purchase. Higher Price Targets Without Buy Ratings

Insider Activity at UiPath

In related news, CEO Daniel Dines sold 1,402,347 shares of the firm's stock in a transaction on Wednesday, August 19th. The stock was sold at an average price of $16.07, for a total transaction of $22,535,716.29. Following the sale, the chief executive officer owned 26,491,238 shares of the company's stock, valued at $425,714,194.66. This trade represents a 5.03% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Insiders own 22.44% of the company's stock.

UiPath Stock Down 7.8%

Shares of PATH stock opened at $14.00 on Wednesday. UiPath, Inc. has a twelve month low of $9.20 and a twelve month high of $19.84. The business has a fifty day simple moving average of $14.07 and a 200 day simple moving average of $12.00. The company has a market cap of $7.26 billion, a P/E ratio of 20.90, a P/E/G ratio of 1.82 and a beta of 1.02.

UiPath (NYSE:PATH - Get Free Report) last issued its quarterly earnings data on Thursday, September 3rd. The company reported $0.15 EPS for the quarter, meeting the consensus estimate of $0.15. UiPath had a net margin of 21.03% and a return on equity of 9.70%. The business had revenue of $410.26 million during the quarter, compared to the consensus estimate of $397.77 million. During the same quarter in the prior year, the firm earned $0.15 EPS. The firm's revenue was up 13.3% compared to the same quarter last year. As a group, equities research analysts anticipate that UiPath, Inc. will post 0.4 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

PATH has been the subject of a number of analyst reports. Canaccord Genuity Group reiterated a "hold" rating and issued a $17.00 price target (up from $15.00) on shares of UiPath in a research report on Friday. HC Wainwright restated a "buy" rating on shares of UiPath in a research note on Friday. Bank of America upped their target price on UiPath from $13.00 to $15.00 and gave the company an "underperform" rating in a research report on Friday, September 4th. Mizuho increased their target price on UiPath from $12.00 to $14.00 and gave the stock a "neutral" rating in a report on Friday, September 4th. Finally, BMO Capital Markets boosted their price target on UiPath from $13.00 to $18.00 and gave the company a "market perform" rating in a research note on Friday, September 4th. Three analysts have rated the stock with a Buy rating, sixteen have assigned a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, UiPath has an average rating of "Hold" and a consensus price target of $16.75.

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.

Want to see what other hedge funds are holding PATH? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for UiPath, Inc. (NYSE:PATH - Free Report).

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.