Reynders McVeigh Capital Management LLC Has $20.19 Million Position in Uber Technologies, Inc. $UBER

Key Points

• Reynders McVeigh Capital Management raised its Uber stake by 7.2% to 247,099 shares, valued at $20.19 million after adding 16,627 shares in Q4.
• Insider activity stood out: CFO Balaji Krishnamurthy bought 22,453 shares (~$1.6M) while SVP Nikki Krishnamurthy sold 30,000 shares, and insiders now own 3.81% of the stock.
• Analysts hold a consensus "Moderate Buy" with an average target of $105.11 despite recent target cuts; Uber traded near $75, has a P/E of 15.96, reported Q4 EPS of $0.71 (miss) with revenue up 20.1%, and set Q1 guidance of $0.65–$0.72.

Reynders McVeigh Capital Management LLC increased its stake in shares of Uber Technologies, Inc. (NYSE:UBER - Free Report) by 7.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 247,099 shares of the ride-sharing company's stock after purchasing an additional 16,627 shares during the quarter. Reynders McVeigh Capital Management LLC's holdings in Uber Technologies were worth $20,190,000 as of its most recent filing with the SEC.

Several other institutional investors have also made changes to their positions in UBER. Brighton Jones LLC lifted its stake in Uber Technologies by 3.4% in the fourth quarter. Brighton Jones LLC now owns 74,460 shares of the ride-sharing company's stock valued at $4,491,000 after acquiring an additional 2,474 shares during the last quarter. Revolve Wealth Partners LLC lifted its stake in Uber Technologies by 65.0% in the fourth quarter. Revolve Wealth Partners LLC now owns 15,563 shares of the ride-sharing company's stock valued at $939,000 after acquiring an additional 6,129 shares during the last quarter. Bison Wealth LLC lifted its stake in Uber Technologies by 20.3% in the fourth quarter. Bison Wealth LLC now owns 3,792 shares of the ride-sharing company's stock valued at $229,000 after acquiring an additional 641 shares during the last quarter. Caxton Associates LLP acquired a new stake in Uber Technologies in the first quarter valued at approximately $304,000. Finally, Schnieders Capital Management LLC. acquired a new stake in Uber Technologies in the second quarter valued at approximately $842,000. 80.24% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

A number of analysts have issued reports on UBER shares. Mizuho reduced their target price on shares of Uber Technologies from $130.00 to $110.00 and set an "outperform" rating for the company in a research note on Thursday, February 5th. Cantor Fitzgerald reduced their target price on shares of Uber Technologies from $99.00 to $92.00 and set an "overweight" rating for the company in a research note on Thursday, February 5th. Citigroup reiterated a "buy" rating on shares of Uber Technologies in a research note on Tuesday, March 17th. Wedbush reduced their target price on shares of Uber Technologies from $78.00 to $75.00 and set a "neutral" rating for the company in a research note on Thursday, February 5th. Finally, Roth Mkm set a $105.00 target price on shares of Uber Technologies in a research note on Thursday, February 5th. One analyst has rated the stock with a Strong Buy rating, thirty-two have issued 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, the stock currently has a consensus rating of "Moderate Buy" and an average target price of $105.11.

Insiders Place Their Bets

In other news, CFO Balaji (A) Krishnamurthy acquired 22,453 shares of Uber Technologies stock in a transaction dated Tuesday, February 24th. The stock was acquired at an average cost of $71.25 per share, for a total transaction of $1,599,776.25. Following the completion of the purchase, the chief financial officer owned 28,742 shares of the company's stock, valued at $2,047,867.50. This represents a 357.02% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which is accessible through this link. Also, SVP Nikki Krishnamurthy sold 30,000 shares of the company's 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 transaction, the senior vice president owned 460,756 shares of the company's stock, valued at approximately $34,303,284.20. The trade was a 6.11% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 3.81% of the stock is currently owned by insiders.

Uber Technologies News Roundup

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

Uber Technologies Price Performance

Shares of Uber Technologies stock opened at $75.19 on Monday. The firm has a fifty day simple moving average of $73.91 and a 200-day simple moving average of $81.16. The company has a current ratio of 1.14, a quick ratio of 1.14 and a debt-to-equity ratio of 0.38. Uber Technologies, Inc. has a 1-year low of $68.46 and a 1-year high of $101.99. The stock has a market capitalization of $153.61 billion, a price-to-earnings ratio of 15.96, a PEG ratio of 6.88 and a beta of 1.16.

Uber Technologies (NYSE:UBER - Get Free Report) last issued its quarterly earnings data on Wednesday, February 4th. The ride-sharing company reported $0.71 earnings per share for the quarter, missing analysts' consensus estimates of $0.79 by ($0.08). Uber Technologies had a return on equity of 43.63% and a net margin of 19.33%.The firm had revenue of $14.37 billion during the quarter, compared to analyst estimates of $14.32 billion. During the same quarter in the previous year, the firm posted $3.21 earnings per share. Uber Technologies's quarterly revenue was up 20.1% compared to the same quarter last year. Uber Technologies has set its Q1 2026 guidance at 0.650-0.720 EPS. On average, sell-side analysts expect that Uber Technologies, Inc. will post 3.34 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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