Yarbrough Capital LLC Increases Stake in Uber Technologies, Inc. $UBER

Key Points

• Yarbrough Capital LLC raised its stake in Uber by 314.7% in Q4 to 158,693 shares, worth about $12.97 million.
• Uber has seen mostly positive developments recently — including a strategic robotaxi partnership in Europe and a multi‑year Ibotta payments deal — and Wall Street consensus is a Moderate Buy with an average price target of $105.29.
• Insider activity: CFO Balaji Krishnamurthy bought 22,453 shares (~$1.6M) while SVP Nikki Krishnamurthy sold 30,000 shares; institutional investors hold 80.24% of the stock and insiders own 3.70%.

Yarbrough Capital LLC lifted its holdings in shares of Uber Technologies, Inc. (NYSE:UBER - Free Report) by 314.7% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 158,693 shares of the ride-sharing company's stock after buying an additional 120,430 shares during the period. Yarbrough Capital LLC's holdings in Uber Technologies were worth $12,967,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently bought and sold shares of UBER. ORG Partners LLC grew its stake in shares of Uber Technologies by 5.4% during the 4th quarter. ORG Partners LLC now owns 7,253 shares of the ride-sharing company's stock worth $593,000 after purchasing an additional 374 shares during the period. Donaldson Capital Management LLC lifted its position in shares of Uber Technologies by 43.8% during the 4th quarter. Donaldson Capital Management LLC now owns 99,364 shares of the ride-sharing company's stock valued at $8,119,000 after acquiring an additional 30,256 shares during the period. Hennion & Walsh Asset Management Inc. boosted its stake in shares of Uber Technologies by 32.1% during the 4th quarter. Hennion & Walsh Asset Management Inc. now owns 16,276 shares of the ride-sharing company's stock worth $1,330,000 after acquiring an additional 3,959 shares in the last quarter. Congress Park Capital LLC boosted its position in Uber Technologies by 2.1% during the fourth quarter. Congress Park Capital LLC now owns 11,016 shares of the ride-sharing company's stock worth $900,000 after purchasing an additional 226 shares in the last quarter. Finally, WESPAC Advisors LLC purchased a new stake in Uber Technologies during the fourth quarter worth $211,000. Institutional investors and hedge funds own 80.24% of the company's stock.

Uber Technologies News Roundup

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

• Positive Sentiment: Strategic robotaxi partnership: Uber announced a partnership with Pony.ai and Verne to launch Europe’s first commercial robotaxi service in Zagreb — a capital‑light way to enter European autonomous mobility that could improve long‑term margins and TAM. Article Title
• Positive Sentiment: High street price target: 24/7 Wall St. published a bullish 12‑month price target (~$125), implying substantial upside versus current levels — a signal that some analysts see strong medium‑term upside. Article Title
• Positive Sentiment: Payments/retail deal could boost engagement: Uber signed a multi‑year partnership with Ibotta for US grocery and retail promotions, which may increase app engagement and non‑ride revenue. Article Title
• Positive Sentiment: Brokerage sentiment: Aggregated broker notes show an average rating around “Moderate Buy,” supporting investor confidence among some institutions. Article Title
• Positive Sentiment: Autonomous ecosystem tailwinds: Pony.ai said it will more than double its robotaxi fleet and is expanding internationally — scaling partners like Pony.ai improve the probability Uber’s robotaxi efforts will become meaningful. Article Title
• Positive Sentiment: EV supply relationship: Coverage flagged a large Rivian arrangement with Uber (Rivian deal references), which could help electrify driver fleets and reduce EV adoption friction for Uber drivers. Article Title
• Neutral Sentiment: Investor letters and coverage: Fund letters and Zacks pieces highlight Uber’s strategic positioning and elevated investor interest but provide mixed, non‑actionable takeaways. Article Title Article Title
• Neutral Sentiment: Office expansion/ops updates: Uber is expanding its NYC office and implementing in‑office expectations — operational news that is company‑specific but not clearly material to near‑term earnings. Article Title
• Negative Sentiment: Analyst estimate trims: Erste Group slightly lowered FY2026/2027 EPS forecasts, signaling some analysts see tighter near‑term growth/profitability than before. Article Title
• Negative Sentiment: Short‑term market reaction: Several outlets note the stock fell after the robo‑taxi announcement, suggesting investors are booking profits or treating the move as longer‑term R&D rather than immediate earnings accretive. Article Title

Insider Activity at Uber Technologies

In other news, CFO Balaji (A) Krishnamurthy bought 22,453 shares of Uber Technologies stock in a transaction dated Tuesday, February 24th. The shares were acquired at an average cost of $71.25 per share, with a total value of $1,599,776.25. Following the completion of 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. The purchase was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, 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 value of $2,233,500.00. Following the sale, the senior vice president owned 460,756 shares of the company's stock, valued at $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. 3.70% of the stock is owned by insiders.

Wall Street Analysts Forecast Growth

A number of research analysts have recently weighed in on UBER shares. Citigroup restated a "buy" rating on shares of Uber Technologies in a research report on Tuesday, March 17th. Stifel Nicolaus lowered their price objective on shares of Uber Technologies from $122.00 to $105.00 and set a "buy" rating on the stock in a research note on Tuesday, January 27th. Weiss Ratings downgraded shares of Uber Technologies from a "buy (b-)" rating to a "hold (c+)" rating in a report on Thursday, March 19th. Benchmark reaffirmed a "hold" rating on shares of Uber Technologies in a report on Thursday, February 5th. Finally, BTIG Research reiterated a "buy" rating and issued a $100.00 price target on shares of Uber Technologies in a research report on Tuesday, March 17th. One 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 assigned a Sell rating to the stock. Based on data from MarketBeat.com, the company has an average rating of "Moderate Buy" and an average price target of $105.29.

Uber Technologies Stock Performance

NYSE:UBER opened at $69.22 on Monday. The company has a market cap of $141.41 billion, a P/E ratio of 14.70, a P/E/G ratio of 6.33 and a beta of 1.22. The firm's 50 day moving average is $75.48 and its two-hundred day moving average is $85.08. Uber Technologies, Inc. has a fifty-two week low of $60.63 and a fifty-two week high of $101.99. The company has a quick ratio of 1.14, a current ratio of 1.14 and a debt-to-equity ratio of 0.38.

Uber Technologies (NYSE:UBER - Get Free Report) last released its quarterly earnings data on Wednesday, February 4th. The ride-sharing company reported $0.71 EPS 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 firm had revenue of $14.37 billion for the quarter, compared to analyst estimates of $14.32 billion. During the same quarter in the previous year, the company earned $3.21 earnings per share. The company's quarterly revenue was up 20.1% on a year-over-year basis. Uber Technologies has set its Q1 2026 guidance at 0.650-0.720 EPS. Analysts expect that Uber Technologies, Inc. will post 2.54 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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