Uber Technologies, Inc. $UBER Stock Holdings Lessened by Comerica Bank

Key Points

• Comerica Bank trimmed its stake in Uber by 11% in Q4, selling 52,203 shares and leaving it with 423,194 shares valued at about $34.58 million.
• Institutional ownership is high at 80.24% — Vanguard alone owns 192,499,602 shares (~$15.73 billion) while several other large funds increased their positions.
• Analysts have an average rating of "Moderate Buy" with a $105.14 target; Uber reported Q4 EPS of $0.71 (miss vs. $0.79) and gave Q1 2026 guidance of $0.65–$0.72.

Comerica Bank reduced its holdings in Uber Technologies, Inc. (NYSE:UBER - Free Report) by 11.0% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 423,194 shares of the ride-sharing company's stock after selling 52,203 shares during the quarter. Comerica Bank's holdings in Uber Technologies were worth $34,579,000 as of its most recent filing with the SEC.

A number of other large investors also recently modified their holdings of the business. Vanguard Group Inc. lifted its position in shares of 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 buying an additional 1,670,761 shares during the last quarter. Northern Trust Corp lifted its position in shares of Uber Technologies by 1.5% in the 3rd quarter. Northern Trust Corp now owns 19,509,042 shares of the ride-sharing company's stock worth $1,911,301,000 after buying an additional 297,132 shares during the last quarter. Capital World Investors lifted its position in shares of Uber Technologies by 1.1% in the 3rd quarter. Capital World Investors now owns 17,016,467 shares of the ride-sharing company's stock worth $1,667,121,000 after buying an additional 182,976 shares during the last quarter. Legal & General Group Plc lifted its position in shares of Uber Technologies by 6.9% in the 3rd quarter. Legal & General Group Plc now owns 13,386,313 shares of the ride-sharing company's stock worth $1,311,457,000 after buying an additional 867,719 shares during the last quarter. Finally, Boston Partners lifted its position in shares of Uber Technologies by 2.9% in the 3rd quarter. Boston Partners now owns 9,422,708 shares of the ride-sharing company's stock worth $923,919,000 after buying an additional 263,824 shares during the last quarter. 80.24% of the stock is currently owned by institutional investors.

Trending Headlines about Uber Technologies

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

• Positive Sentiment: Guggenheim reaffirmed a "buy" on UBER and set a $125 price target, signaling strong upside versus the current level and likely supporting bullish positioning by investors. Guggenheim reiterates buy on Uber
• Positive Sentiment: Uber expanded its global partnership with Block / Square to streamline restaurant operations and broaden payment options for Uber Eats — a deal that can deepen merchant relationships, boost take rates and international growth for the delivery segment. Uber, Block expand global partnership Square and Uber Eats expand partnership
• Positive Sentiment: Investor confidence: Bill Ackman holds a large position that includes Uber, which can attract attention from other institutional investors and signal conviction from an influential manager. Bill Ackman holds Uber
• Neutral Sentiment: General commentary pieces highlighted profitable tech names and Uber’s long-term positioning; these broader analyses can shape sentiment but don’t provide immediate company-specific catalysts. 2 Profitable Stocks with Competitive Advantages
• Neutral Sentiment: Historical context on early investors (e.g., Google’s early Uber stake) is a reminder of the stock’s long-term narrative but doesn’t affect near-term moves. Google's early Uber bet
• Neutral Sentiment: Market noise from unrelated auto/EV names (e.g., Lucid’s drop) can weigh on sentiment for mobility stocks generally but is not a direct Uber fundamental driver. Lucid crashes to 52-week low
• Negative Sentiment: Regulatory/regime risk in AI and tech: China’s decision to block Meta’s Manus acquisition highlights rising geopolitical and regulatory scrutiny of AI deals — a negative backdrop for global tech valuations and deal activity that could indirectly pressure sentiment toward UBER and peers. China blocks Meta's Manus acquisition

Wall Street Analyst Weigh In

A number of research analysts have recently issued reports on the stock. Stifel Nicolaus reduced their price target on shares of Uber Technologies from $122.00 to $105.00 and set a "buy" rating on the stock in a research report on Tuesday, January 27th. TD Cowen reiterated a "buy" rating on shares of Uber Technologies in a research report on Wednesday, March 11th. Wolfe Research cut their price objective on shares of Uber Technologies from $125.00 to $110.00 and set an "outperform" rating on the stock in a research report on Monday, January 5th. KeyCorp cut their price objective on shares of Uber Technologies from $110.00 to $105.00 and set an "overweight" rating on the stock in a research report on Tuesday, January 20th. Finally, BNP Paribas Exane started coverage on shares of Uber Technologies in a research report on Wednesday, January 14th. They issued an "outperform" rating and a $108.00 price objective on the stock. One research analyst has rated the stock with a Strong Buy rating, thirty-two have issued a Buy rating, five have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the company currently has an average rating of "Moderate Buy" and an average target price of $105.14.

Uber Technologies Stock Up 2.1%

Uber Technologies stock opened at $76.22 on Tuesday. The stock has a market cap of $155.70 billion, a price-to-earnings ratio of 16.18, a PEG ratio of 6.83 and a beta of 1.21. The company has a current ratio of 1.14, a quick ratio of 1.14 and a debt-to-equity ratio of 0.38. The company's 50-day moving average price is $73.76 and its two-hundred day moving average price is $81.57. 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 released its earnings results on Wednesday, February 4th. The ride-sharing company reported $0.71 EPS for the quarter, missing the consensus estimate of $0.79 by ($0.08). The company had revenue of $14.37 billion for the quarter, compared to analyst estimates of $14.32 billion. Uber Technologies had a net margin of 19.33% and a return on equity of 43.63%. The firm's quarterly revenue was up 20.1% on a year-over-year basis. During the same period in the previous year, the business posted $3.21 EPS. Uber Technologies has set its Q1 2026 guidance at 0.650-0.720 EPS. On average, analysts expect that Uber Technologies, Inc. will post 3.34 EPS for the current fiscal year.

Insider Activity

In other Uber Technologies news, SVP Nikki Krishnamurthy sold 30,000 shares of the firm's stock in a transaction dated 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 position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, CFO Balaji (A) Krishnamurthy acquired 22,453 shares of the 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 purchase, the chief financial officer directly owned 28,742 shares in the company, valued at approximately $2,047,867.50. The trade was a 357.02% increase in their ownership of the stock. The SEC filing for this purchase provides additional information. 3.81% of the stock is currently owned by company insiders.

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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