Uber Technologies, Inc. $UBER Shares Sold by Villere ST Denis J & Co. LLC

Key Points

• Villere ST Denis J & Co. LLC trimmed its stake in Uber by 5.3%, selling 15,600 shares and leaving it with 280,958 shares valued at about $22.96M (≈2.3% of the firm's portfolio, its 22nd largest holding).
• Insider activity was mixed: SVP Nikki Krishnamurthy sold 30,000 shares at an average of $74.45 (a 6.11% reduction), while CFO Balaji Krishnamurthy purchased 22,453 shares at $71.25, boosting his position ~357%.
• Wall Street shows a "Moderate Buy" consensus with an average price target of $105.14, even after Uber missed EPS estimates ($0.71 vs. $0.79) and reported $14.37B in quarterly revenue.

Villere ST Denis J & Co. LLC cut its holdings in shares of Uber Technologies, Inc. (NYSE:UBER - Free Report) by 5.3% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 280,958 shares of the ride-sharing company's stock after selling 15,600 shares during the period. Uber Technologies makes up about 2.3% of Villere ST Denis J & Co. LLC's portfolio, making the stock its 22nd largest holding. Villere ST Denis J & Co. LLC's holdings in Uber Technologies were worth $22,957,000 at the end of the most recent quarter.

Other institutional investors have also recently modified their holdings of the company. Measured Wealth Private Client Group LLC acquired a new stake in shares of Uber Technologies during the 3rd quarter valued at about $25,000. Westend Capital Management LLC acquired a new stake in shares of Uber Technologies during the 3rd quarter valued at about $27,000. Imprint Wealth LLC acquired a new stake in shares of Uber Technologies during the 3rd quarter valued at about $32,000. Pilgrim Partners Asia Pte Ltd acquired a new stake in shares of Uber Technologies during the 3rd quarter valued at about $34,000. Finally, Hager Investment Management Services LLC grew its position in shares of Uber Technologies by 276.2% during 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 period. 80.24% of the stock is currently owned by institutional investors and hedge funds.

Wall Street Analyst Weigh In

UBER has been the topic of a number of analyst reports. JPMorgan Chase & Co. dropped their target price on Uber Technologies from $110.00 to $105.00 and set an "overweight" rating on the stock in a research report on Thursday, February 5th. Needham & Company LLC restated a "buy" rating and set a $109.00 target price on shares of Uber Technologies in a research report on Tuesday, February 3rd. Royal Bank Of Canada restated an "outperform" rating and set a $105.00 target price on shares of Uber Technologies in a research report on Thursday, February 5th. Mizuho lowered their price objective on Uber Technologies from $130.00 to $110.00 and set an "outperform" rating on the stock in a report on Thursday, February 5th. Finally, Truist Financial set a $108.00 price objective on Uber Technologies in a report on Monday, February 9th. One investment analyst has rated the stock with a Strong Buy rating, thirty-two have assigned a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and an average price target of $105.14.

Uber Technologies Trading Down 2.1%

UBER opened at $75.65 on Thursday. 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 company's 50 day simple moving average is $73.47 and its two-hundred day simple moving average is $82.17. Uber Technologies, Inc. has a 1-year low of $68.46 and a 1-year high of $101.99. The firm has a market capitalization of $154.56 billion, a price-to-earnings ratio of 16.06, a price-to-earnings-growth ratio of 7.07 and a beta of 1.21.

Uber Technologies (NYSE:UBER - Get Free Report) last released its 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 return on equity of 43.63% and a net margin of 19.33%.The business had revenue of $14.37 billion during the quarter, compared to analysts' expectations of $14.32 billion. During the same period last year, the business earned $3.21 earnings per share. The company'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. Analysts expect that Uber Technologies, Inc. will post 3.34 EPS for the current fiscal year.

More Uber Technologies News

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

• Positive Sentiment: Uber disclosed a materially larger economic commitment to Lucid — an ~11.5% stake and an expanded robotaxi order (35,000 vehicles) alongside Lucid’s ~$1.05B financing — which signals stronger strategic backing for Uber’s AV roadmap and potential fleet supply for future robo‑taxis. Lucid Sees Uber Raise Stake, Expands Robotaxi Commitment
• Positive Sentiment: Uber and Block expanded a global partnership to bring Square’s Uber Eats integrations internationally and introduce Cash App Pay in the U.S., a move that could boost payments revenue, restaurant integrations and monetization of Eats. Uber and Block Expand Global Partnership to Transform Restaurant Operations and Launch Cash App Pay
• Positive Sentiment: Coco Robotics launched autonomous delivery on Uber Eats in San Jose, expanding robot delivery coverage — a small but incremental step toward lower last‑mile costs and greener delivery options. Coco Robotics Launches with Uber Eats in San Jose
• Positive Sentiment: Analyst optimism (TD Cowen cited as an example) is backing upside scenarios — bullish forecasts highlight strong booking trends, Delivery growth and AV partnerships as drivers of significant upside. Uber (UBER) Stock: Analyst Projects 47% Rally on Strong Booking Trends
• Neutral Sentiment: Coverage notes the stock is falling even as parts of the market rally — useful context but not by itself a catalyst beyond investor positioning. Uber Technologies (UBER) Stock Drops Despite Market Gains
• Negative Sentiment: A federal jury found Uber liable in a bellwether assault trial and awarded damages; more than 3,000 similar claims remain in multidistrict litigation — a headline that raises legal exposure and potential settlement costs. Federal Jury Once Again Finds Uber Responsible for Driver Assault
• Negative Sentiment: Local and state litigation/regulatory pressure: a Seattle report disputes Uber’s claims about gig-worker pay effects, and separate lawsuits allege Uber is skirting California protections — these increase the risk of higher labor costs or adverse rulings. Seattle report says gig worker pay law is working
• Negative Sentiment: Investor debate over Uber’s large AV push — coverage highlights a potential $10B investment pivot that could be a long‑term growth vector but also a near‑term margin and capital allocation risk. Uber’s AV Pivot: Growth Opportunity or Margin Risk?

Insider Buying and Selling

In other news, SVP Nikki Krishnamurthy sold 30,000 shares of Uber Technologies 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 sale, 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 position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this link. Also, CFO Balaji (A) Krishnamurthy purchased 22,453 shares of Uber Technologies stock in a transaction dated Tuesday, February 24th. The shares were purchased 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 in the company, valued at approximately $2,047,867.50. This trade represents a 357.02% increase in their position. Additional details regarding this purchase are available in the official SEC disclosure. Company insiders own 3.81% of the company's stock.

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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