Uber Technologies, Inc. $UBER Stock Position Raised by Mitsubishi UFJ Trust & Banking Corp

Key Points

• Mitsubishi UFJ Trust & Banking Corp raised its Uber stake by 4.3% in Q4, adding 52,284 shares to hold 1,273,507 shares worth about $104.1 million.
• Uber's latest quarter showed an EPS miss ($0.71 vs. $0.79 expected) but a revenue beat ($14.37B vs. $14.32B), and the company set Q1 2026 guidance of $0.65–$0.72 EPS; market cap is about $155.7B with a P/E of 16.18.
• Insider activity was notable: CFO Balaji Krishnamurthy bought 22,453 shares at $71.25 while an SVP sold 30,000 shares at $74.45; institutional ownership is ~80% and analysts rate Uber a “Moderate Buy” with a $105.14 consensus target.

Mitsubishi UFJ Trust & Banking Corp increased its stake in Uber Technologies, Inc. (NYSE:UBER - Free Report) by 4.3% during the fourth quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 1,273,507 shares of the ride-sharing company's stock after acquiring an additional 52,284 shares during the quarter. Mitsubishi UFJ Trust & Banking Corp owned approximately 0.06% of Uber Technologies worth $104,058,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently modified their holdings of UBER. Sage Rhino Capital LLC boosted its position in shares of Uber Technologies by 4.2% in the 3rd quarter. Sage Rhino Capital LLC now owns 2,740 shares of the ride-sharing company's stock valued at $268,000 after purchasing an additional 110 shares during the period. Quent Capital LLC raised its holdings in Uber Technologies by 3.3% during the 3rd quarter. Quent Capital LLC now owns 3,504 shares of the ride-sharing company's stock worth $343,000 after buying an additional 111 shares during the period. Advisors Capital Management LLC lifted its stake in Uber Technologies by 1.8% during the third quarter. Advisors Capital Management LLC now owns 6,398 shares of the ride-sharing company's stock valued at $627,000 after buying an additional 111 shares in the last quarter. Emergent Wealth Advisors LLC lifted its stake in Uber Technologies by 0.7% during the third quarter. Emergent Wealth Advisors LLC now owns 17,361 shares of the ride-sharing company's stock valued at $1,701,000 after buying an additional 114 shares in the last quarter. Finally, Dumont & Blake Investment Advisors LLC boosted its holdings in shares of Uber Technologies by 1.3% in the third quarter. Dumont & Blake Investment Advisors LLC now owns 8,975 shares of the ride-sharing company's stock worth $879,000 after buying an additional 115 shares during the period. 80.24% of the stock is owned by institutional investors and hedge funds.

Uber Technologies Stock Performance

Shares of UBER opened at $76.22 on Tuesday. The company's 50 day moving average price is $73.76 and its 200 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. The company has a market capitalization of $155.70 billion, a PE ratio of 16.18, a PEG ratio of 6.83 and a beta of 1.21. The company has a debt-to-equity ratio of 0.38, a quick ratio of 1.14 and a current ratio of 1.14.

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 (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%.The firm's quarterly revenue was up 20.1% compared to the same quarter last year. During the same quarter in the previous year, the company earned $3.21 EPS. Uber Technologies has set its Q1 2026 guidance at 0.650-0.720 EPS. Research analysts expect that Uber Technologies, Inc. will post 3.34 EPS for the current fiscal year.

Analyst Upgrades and Downgrades

UBER has been the topic of several analyst reports. Canaccord Genuity Group set a $72.00 target price on shares of Uber Technologies in a research report on Thursday, February 5th. Citizens Jmp raised shares of Uber Technologies from a "market perform" rating to an "outperform" rating and set a $100.00 price objective for the company in a research note on Wednesday, February 4th. Mizuho lowered their price objective on shares of Uber Technologies from $130.00 to $110.00 and set an "outperform" rating on the stock in a research report on Thursday, February 5th. DA Davidson reduced their target price on Uber Technologies from $108.00 to $105.00 and set a "buy" rating for the company in a report on Monday, February 23rd. Finally, Stifel Nicolaus decreased their target price on Uber Technologies from $122.00 to $105.00 and set a "buy" rating for the company in a research report on Tuesday, January 27th. One equities research 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 company. Based on data from MarketBeat.com, Uber Technologies has an average rating of "Moderate Buy" and a consensus target price of $105.14.

Key Uber Technologies News

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

Insiders Place Their Bets

In other news, CFO Balaji (A) Krishnamurthy purchased 22,453 shares of the business's stock in a transaction dated Tuesday, February 24th. The stock was bought at an average cost of $71.25 per share, with a total value of $1,599,776.25. Following the purchase, the chief financial officer directly owned 28,742 shares of the company's stock, valued at approximately $2,047,867.50. This trade represents a 357.02% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which can be accessed through the SEC website. Also, SVP Nikki Krishnamurthy sold 30,000 shares of Uber Technologies stock in a transaction dated Monday, March 16th. The shares were sold at an average price of $74.45, for a total value 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. This represents a 6.11% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Corporate 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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