Uber Technologies, Inc. $UBER Holdings Lowered by Bristol John W & Co. Inc. NY

Key Points

• Bristol John W & Co. Inc. trimmed its stake in Uber by 1.8%, selling 15,297 shares and holding 843,325 shares worth about $82.6 million after the third quarter 13F filing.
• Insider activity: CFO Balaji (A) Krishnamurthy bought 22,453 shares at ~$71.25 (~$1.6M), boosting his position 357%, while Tony West sold 3,125 shares at $83.50.
• Financials and outlook: Uber missed EPS ( $0.71 vs. $0.79 consensus) while revenue rose 20.1% to $14.37B; management set Q1 2026 guidance of $0.65–$0.72 EPS and analysts have a consensus “Moderate Buy” with a $105.29 price target.

Bristol John W & Co. Inc. NY lowered its stake in Uber Technologies, Inc. (NYSE:UBER - Free Report) by 1.8% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 843,325 shares of the ride-sharing company's stock after selling 15,297 shares during the quarter. Bristol John W & Co. Inc. NY's holdings in Uber Technologies were worth $82,621,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other hedge funds also recently bought and sold shares of UBER. Quadrature Capital Ltd increased its position in shares of Uber Technologies by 41.0% in the third quarter. Quadrature Capital Ltd now owns 403,780 shares of the ride-sharing company's stock worth $39,542,000 after acquiring an additional 117,422 shares in the last quarter. Arrowstreet Capital Limited Partnership acquired a new stake in shares of Uber Technologies during the third quarter valued at approximately $20,597,000. Seven Mile Advisory lifted its holdings in shares of Uber Technologies by 37.0% in the third quarter. Seven Mile Advisory now owns 3,873 shares of the ride-sharing company's stock valued at $379,000 after purchasing an additional 1,047 shares in the last quarter. Employees Retirement System of Texas lifted its stake in Uber Technologies by 11.7% in the 3rd quarter. Employees Retirement System of Texas now owns 1,138,952 shares of the ride-sharing company's stock worth $111,583,000 after acquiring an additional 119,244 shares in the last quarter. Finally, KLCM Advisors Inc. acquired a new position in shares of Uber Technologies in the 3rd quarter valued at about $213,000. 80.24% of the stock is owned by hedge funds and other institutional investors.

Insiders Place Their Bets

In other news, CFO Balaji (A) Krishnamurthy bought 22,453 shares of the company's stock in a transaction that occurred on Tuesday, February 24th. The shares were purchased at an average price of $71.25 per share, for a total transaction of $1,599,776.25. Following the acquisition, the chief financial officer directly owned 28,742 shares of the company's stock, valued at $2,047,867.50. The trade was a 357.02% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Also, insider Tony West sold 3,125 shares of the business's stock in a transaction on Tuesday, January 20th. The stock was sold at an average price of $83.50, for a total transaction of $260,937.50. Following the transaction, the insider directly owned 176,584 shares of the company's stock, valued at approximately $14,744,764. This represents a 1.74% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 3.84% of the stock is currently owned by insiders.

Uber Technologies Stock Performance

UBER stock opened at $72.83 on Friday. The firm has a 50 day moving average of $77.89 and a two-hundred day moving average of $86.75. Uber Technologies, Inc. has a 12 month low of $60.63 and a 12 month high of $101.99. The company has a market capitalization of $149.88 billion, a price-to-earnings ratio of 15.46, a P/E/G ratio of 6.87 and a beta of 1.22. The company has a quick ratio of 1.14, a current ratio of 1.14 and a debt-to-equity ratio of 0.38.

Uber Technologies (NYSE:UBER - Get Free Report) last released its quarterly earnings results 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 net margin of 19.33% and a return on equity of 43.63%. The business had revenue of $14.37 billion for the quarter, compared to the consensus estimate of $14.32 billion. During the same quarter in the prior year, the business posted $3.21 EPS. The firm's revenue for the quarter 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. As a group, equities analysts anticipate that Uber Technologies, Inc. will post 2.54 EPS for the current fiscal year.

Wall Street Analysts Forecast Growth

Several research firms recently commented on UBER. Stifel Nicolaus decreased their price target on shares of Uber Technologies from $122.00 to $105.00 and set a "buy" rating for the company in a report on Tuesday, January 27th. Wedbush decreased 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. Mizuho lowered their price target on shares of Uber Technologies from $130.00 to $110.00 and set an "outperform" rating on the stock in a report on Thursday, February 5th. Jefferies Financial Group reaffirmed a "buy" rating on shares of Uber Technologies in a research note on Wednesday, January 7th. Finally, Needham & Company LLC reissued a "buy" rating and set a $109.00 price objective on shares of Uber Technologies in a research report on Tuesday, February 3rd. One analyst has rated the stock with a Strong Buy rating, thirty-three have assigned a Buy rating, four have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, Uber Technologies has a consensus rating of "Moderate Buy" and a consensus price target of $105.29.

Key Stories Impacting Uber Technologies

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

• Positive Sentiment: Uber expanded its AV footprint with a multiyear partnership to put Zoox robotaxis on the Uber app (Las Vegas this summer, Los Angeles next year), which supports Uber’s strategy to capture AV trip volume and lower per-trip costs long term. Zoox and Uber tie up to deploy robotaxis
• Positive Sentiment: Uber signed an MoU with Nissan and Wayve to pilot robotaxis in Tokyo by late‑2026, signaling international expansion of AV offerings and potential scale beyond U.S. markets. Nissan, Uber, Wayve announce robotaxi tie-up
• Positive Sentiment: Analysts (e.g., Wedbush) view Uber as well positioned in AVs after recent partnership flow, noting the company now partners with most major unsupervised AV players — a structural positive if execution follows. Uber seen as well-positioned in autonomous vehicles
• Positive Sentiment: Product/service updates (e.g., a new premium “Uber Elite” chauffeur option and safety features like Women Preferences nationwide) aim to grow higher‑margin corporate/executive trips and improve platform trust. Market Chatter: Uber Launches Chauffeur Ride Option
• Positive Sentiment: Partnerships with autonomous delivery/robotics players (e.g., Serve Robotics) extend Uber Eats’ automation options and reduce delivery costs over time. Serve Robotics and White Castle Launch Autonomous Delivery via Uber Eats
• Neutral Sentiment: Corporate governance/security hires (ex‑Uber CSO Joe Sullivan joining StackHawk’s board) are industry‑relevant but not material to Uber’s near‑term stock moves. Former Chief Security Officer Joins StackHawk Board
• Neutral Sentiment: Broader commentary asking whether Uber’s recent multi‑year run fully reflects value — useful for longer‑term allocation decisions but not an immediate catalyst. Is It Time To Reassess Uber Technologies
• Negative Sentiment: Short‑term selling pressure and profit‑taking after recent rally: several headlines note the stock dipped more than the broader market today as investors trimmed positions. Why Uber Technologies (UBER) Dipped More Than Broader Market Today
• Negative Sentiment: Recent quarterly results showed an EPS miss versus consensus and conservative near‑term guidance, which keeps focus on execution and margins even as revenue grows — a headwind for the share price until confidence returns. MarketBeat: Uber Technologies Stock Data
• Negative Sentiment: Sector/market weakness and rotation into other AI/tech names likely amplified declines despite the positive AV announcements. Internet Stocks Look Too Cheap After AI and Iran Worries

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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