Uber Technologies, Inc. $UBER Shares Bought by Impax Asset Management Group plc

Key Points

• Impax Asset Management raised its Uber stake by 29.0% to 274,960 shares, worth about $22.47 million, and institutions now own roughly 80% of the stock.
• Key strategic catalysts include Bill Ackman's continued Pershing Square backing, a confirmed air-taxi launch in Dubai by 2026 with Joby Aviation, and an expanded payments partnership with Block that could increase monetization.
• Uber reported EPS of $0.71 (missing estimates by $0.08) with revenue of $14.37 billion, set Q1 2026 guidance of $0.65–$0.72 EPS, and carries an analyst consensus of "Moderate Buy" with an average price target of $105.14.

Impax Asset Management Group plc raised its holdings in Uber Technologies, Inc. (NYSE:UBER - Free Report) by 29.0% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 274,960 shares of the ride-sharing company's stock after acquiring an additional 61,758 shares during the quarter. Impax Asset Management Group plc's holdings in Uber Technologies were worth $22,467,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds also recently bought and sold shares of UBER. Measured Wealth Private Client Group LLC acquired a new stake in Uber Technologies in the 3rd quarter valued at about $25,000. Westend Capital Management LLC acquired a new stake in Uber Technologies in the 3rd quarter valued at about $27,000. Imprint Wealth LLC acquired a new stake in Uber Technologies in the 3rd quarter valued at about $32,000. Pilgrim Partners Asia Pte Ltd acquired a new stake in Uber Technologies in the 3rd quarter valued at about $34,000. Finally, Hager Investment Management Services LLC lifted its holdings in Uber Technologies by 276.2% in the 4th quarter. Hager Investment Management Services LLC now owns 489 shares of the ride-sharing company's stock valued at $40,000 after acquiring an additional 359 shares during the last quarter. 80.24% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

UBER has been the subject of a number of analyst reports. Benchmark reaffirmed a "hold" rating on shares of Uber Technologies in a research note on Thursday, February 5th. BTIG Research reissued a "buy" rating and issued a $100.00 target price on shares of Uber Technologies in a research report on Tuesday, March 17th. Cantor Fitzgerald reduced their price target on shares of Uber Technologies from $99.00 to $92.00 and set an "overweight" rating for the company in a research report on Thursday, February 5th. DA Davidson decreased their price objective on shares of Uber Technologies from $108.00 to $105.00 and set a "buy" rating for the company in a research note on Monday, February 23rd. Finally, Wall Street Zen cut shares of Uber Technologies from a "buy" rating to a "hold" rating in a research report on Saturday, January 17th. One research analyst has rated the stock with a Strong Buy rating, thirty-two have given a Buy rating, five have issued a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, Uber Technologies has an average rating of "Moderate Buy" and an average price target of $105.14.

Key Uber Technologies News

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

• Positive Sentiment: Bill Ackman remains bullish on Uber, keeping a large Pershing Square stake that can support share demand and signal long-term institutional confidence. Uber Technologies Inc. (UBER): Bill Ackman Continues to Be Bullish
• Positive Sentiment: Uber and Joby Aviation confirmed an air-taxi launch in Dubai by 2026, advancing Uber’s urban air mobility strategy and expanding its addressable market beyond rideshare and delivery over time. This is a strategic growth signal, though commercialization and economics remain multi-year. Uber and Joby Aviation Confirm Air Taxis Launch in Dubai by 2026 -- Time to Buy?
• Positive Sentiment: Uber’s expanded partnership with Block (Square/Cash App) to add Cash App Pay on Uber and Uber Eats can boost payment convenience, reduce friction, and open new monetization avenues across payments and merchant integrations. Block And Uber Tie Up Connects Cash App And Square To Everyday Spending
• Neutral Sentiment: Uber holds an ~11.5% stake in Lucid (LCID). That backing supports Uber’s robotaxi narrative but leaves Uber exposed to LCID’s execution and dilution risk as Lucid faces sharp share declines. Impact on Uber depends on how Lucid performs operationally. Uber Has an 11.52% Stake in Lucid. Does That Make LCID Stock a Buy?
• Neutral Sentiment: Commentary on Uber’s autonomous-vehicle (AV) pivot highlights both long-term growth potential and near-term margin/execution risk — a reminder that AV exposure can be a source of volatility for investors. Uber's AV pivot: Growth opportunity or margin risk?
• Negative Sentiment: Viral rider complaints about higher charges when paying with Amex have drawn negative consumer headlines; recurring payment frictions or perceived price surcharges can hurt demand and invite regulatory or PR follow-up. Uber riders complain they were charged more for paying with Amex cards—one viral video shows a $13 difference

Uber Technologies Price Performance

NYSE UBER opened at $74.66 on Friday. The company has a 50 day simple moving average of $73.64 and a 200-day simple moving average of $81.95. 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 $152.53 billion, a price-to-earnings ratio of 15.85, a price-to-earnings-growth ratio of 6.84 and a beta of 1.21. Uber Technologies, Inc. has a 52-week low of $68.46 and a 52-week high of $101.99.

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

Insider Activity at Uber Technologies

In related news, SVP Nikki Krishnamurthy sold 30,000 shares of the firm's stock in a transaction that occurred 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. This trade represents a 6.11% decrease in their ownership of the stock. 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 acquired 22,453 shares of the business's stock in a transaction that occurred on Tuesday, February 24th. The shares were acquired at an average cost of $71.25 per share, for a total transaction of $1,599,776.25. Following the transaction, the chief financial officer owned 28,742 shares of the company's stock, valued at approximately $2,047,867.50. This represents a 357.02% increase in their position. The disclosure for this purchase is available in the SEC filing. 3.81% of the stock is currently owned by company insiders.

Uber Technologies Company 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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