Uber Technologies, Inc. $UBER Shares Acquired by Cantillon Capital Management LLC

Key Points

• Cantillon Capital Management increased its Uber stake by 1.0% in the first quarter, bringing its holdings to 5,193,864 shares valued at about $373.6 million.
• Uber continues to attract broad institutional interest, with about 80.24% of shares owned by institutions and hedge funds, including major holders like Vanguard.
• Analysts remain generally positive on Uber, with an average Moderate Buy rating and a consensus price target of $104.65, despite some mixed ratings from firms like BNP Paribas Exane.

Cantillon Capital Management LLC increased its position in shares of Uber Technologies, Inc. (NYSE:UBER - Free Report) by 1.0% in the 1st quarter, according to its most recent disclosure with the SEC. The institutional investor owned 5,193,864 shares of the ride-sharing company's stock after purchasing an additional 53,201 shares during the quarter. Uber Technologies makes up approximately 2.5% of Cantillon Capital Management LLC's investment portfolio, making the stock its 18th largest position. Cantillon Capital Management LLC owned about 0.25% of Uber Technologies worth $373,595,000 at the end of the most recent quarter.

Several other hedge funds have also recently added to or reduced their stakes in the company. Vanguard Group Inc. lifted its stake in Uber Technologies by 0.9% in 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 in the last quarter. Mach 1 Financial Group LLC purchased a new stake in shares of Uber Technologies in the fourth quarter valued at approximately $1,220,000. Teacher Retirement System of Texas grew its position in shares of Uber Technologies by 17.6% in the fourth quarter. Teacher Retirement System of Texas now owns 554,154 shares of the ride-sharing company's stock valued at $45,280,000 after purchasing an additional 82,851 shares in the last quarter. Dixon Mitchell Investment Counsel Inc. acquired a new stake in shares of Uber Technologies in the fourth quarter valued at approximately $17,336,000. Finally, Robinhood Asset Management LLC acquired a new stake in shares of Uber Technologies in the fourth quarter valued at approximately $10,884,000. 80.24% of the stock is owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

A number of research firms have weighed in on UBER. US Capital Advisors set a $95.00 price objective on Uber Technologies in a research note on Monday, May 11th. BNP Paribas Exane cut shares of Uber Technologies to an "underweight" rating in a research report on Monday, May 11th. TD Cowen reissued a "buy" rating and issued a $118.00 price objective on shares of Uber Technologies in a report on Thursday. Citizens Jmp restated a "market outperform" rating and set a $100.00 price target on shares of Uber Technologies in a report on Tuesday, April 28th. Finally, Wolfe Research set a $100.00 price target on shares of Uber Technologies in a research report on Friday, May 29th. One analyst has rated the stock with a Strong Buy rating, thirty have issued a Buy rating, four have issued a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat.com, the company has an average rating of "Moderate Buy" and an average target price of $104.65.

Uber Technologies News Summary

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

• Positive Sentiment: Uber’s acquisition of Delivery Hero would nearly double its global food-delivery reach and expand operations to about 99 markets, raising the company’s long-term growth potential. Uber agrees to buy Delivery Hero in $14.8 billion deal to expand global food delivery business (UBER)
• Positive Sentiment: Analysts said the deal could improve cross-selling, increase engagement with Uber One, and strengthen Uber’s cross-platform strategy by combining mobility and delivery services. Uber's Delivery Hero deal could strengthen cross-platform strategy
• Positive Sentiment: UBS and other analysts suggested the acquisition could boost growth and profitability by giving Uber more scale in international delivery markets. Uber Technologies' Delivery Hero Deal Could Boost Growth, Profit, UBS Says
• Positive Sentiment: Uber also received upbeat earnings estimate revisions, with Erste Group Bank raising FY2026 and FY2027 EPS forecasts, which reinforces optimism around the company’s profit outlook. Why Uber’s Biggest Deal Yet Could Unlock Its Next Growth Phase
• Neutral Sentiment: Uber also expanded Uber Eats partnerships with GameStop and Foot Locker, showing continued diversification beyond restaurant delivery, though these moves are smaller than the Delivery Hero transaction. GameStop (GME) Joins Uber Eats For On Demand Delivery Nationwide

Uber Technologies Price Performance

UBER stock opened at $72.55 on Monday. The business's fifty day moving average price is $72.72 and its 200 day moving average price is $75.10. Uber Technologies, Inc. has a 12-month low of $67.19 and a 12-month high of $101.99. The company has a current ratio of 1.07, a quick ratio of 1.07 and a debt-to-equity ratio of 0.41. The company has a market capitalization of $147.69 billion, a PE ratio of 18.09 and a beta of 1.12.

Uber Technologies (NYSE:UBER - Get Free Report) last posted its quarterly earnings data on Wednesday, May 6th. The ride-sharing company reported $0.72 EPS for the quarter, beating the consensus estimate of $0.69 by $0.03. The business had revenue of $13.20 billion during the quarter, compared to analyst estimates of $13.28 billion. Uber Technologies had a net margin of 15.91% and a return on equity of 41.40%. The business's revenue for the quarter was up 14.5% compared to the same quarter last year. During the same quarter last year, the firm posted $0.83 earnings per share. Uber Technologies has set its Q2 2026 guidance at 0.780-0.820 EPS. On average, sell-side analysts anticipate that Uber Technologies, Inc. will post 3 EPS for the current year.

Uber Technologies Profile

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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