KBC Group NV Acquires 421,427 Shares of Uber Technologies, Inc. $UBER

KBC Group NV grew its holdings in Uber Technologies, Inc. (NYSE:UBER) by 15.1% in the 4th quarter, according to the company in its most recent filing with the SEC. The firm owned 3,213,772 shares of the ride-sharing company’s stock after buying an additional 421,427 shares during the quarter. Uber Technologies makes up about 0.6% of KBC Group NV’s investment portfolio, making the stock its 25th largest holding. KBC Group NV’s holdings in Uber Technologies were worth $262,598,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in the business. Foster Group Inc. raised its holdings in shares of Uber Technologies by 3.3% during the third quarter. Foster Group Inc. now owns 3,364 shares of the ride-sharing company’s stock valued at $330,000 after acquiring an additional 107 shares in the last quarter. Sage Rhino Capital LLC boosted its holdings in Uber Technologies by 4.2% in the third quarter. Sage Rhino Capital LLC now owns 2,740 shares of the ride-sharing company’s stock valued at $268,000 after acquiring an additional 110 shares in the last quarter. Quent Capital LLC increased its position 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 valued at $343,000 after purchasing an additional 111 shares during the period. Advisors Capital Management LLC increased its position in Uber Technologies by 1.8% during the 3rd quarter. Advisors Capital Management LLC now owns 6,398 shares of the ride-sharing company’s stock valued at $627,000 after purchasing an additional 111 shares during the period. Finally, Emergent Wealth Advisors LLC raised its holdings in Uber Technologies by 0.7% in the 3rd quarter. Emergent Wealth Advisors LLC now owns 17,361 shares of the ride-sharing company’s stock worth $1,701,000 after purchasing an additional 114 shares in the last quarter. 80.24% of the stock is currently owned by institutional investors.

Uber Technologies News Summary

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

• Positive Sentiment: Uber has reportedly committed more than $10 billion to its robotaxi strategy — combining vehicle purchase commitments and equity stakes in AV developers — positioning the company to operate robotaxi services in dozens of cities by 2028. Uber commits $10 billion to robotaxis in strategy shift, FT says
• Positive Sentiment: Uber increased its Lucid (LCID) stake and expanded its vehicle purchase deal — adding ~$200M to bring its Lucid investment to $500M and raising the purchase commitment to more than 35,000 vehicles — a direct, near-term catalyst for execution on the robotaxi plan. Uber strengthens self-driving ambitions with new Lucid investment, analysts say
• Positive Sentiment: Analysts (including Bank of America) reiterated bullish views, saying expanded AV partnerships and vehicle commitments strengthen long-term ride?hailing economics; that helped lift sentiment. Uber: Strengthening Long-Term Ride-Hailing Economics Through Expanded Autonomous Vehicle Partnerships
• Positive Sentiment: Technicals improved as the stock broke above its 50?day moving average, drawing momentum traders into the rally. Uber Stock Just Broke Above Its 50-Day Moving Average. Should You Chase the Rally?
• Neutral Sentiment: Company announced its Q1 2026 earnings/webcast date (May 6); investors will watch guidance and execution on AV spending for confirmation. Uber Announces Date of First Quarter 2026 Results Conference Call
• Negative Sentiment: Costs and execution risks: Uber’s CTO flagged higher-than-expected AI/Anthropic costs after heavy R&D/AI spend, highlighting margin pressure if AV and AI programs don’t scale efficiently. Uber’s Anthropic AI Push Hits A Wall—CTO Says Budget Struggles Despite $3.4B Spend
• Negative Sentiment: Strategic risks and valuation concerns remain — the shift to capital-intensive robotaxis departs from Uber’s historical asset-light model and has drawn scrutiny given recent share weakness and competitive/regulatory pressures. Uber commits $10bn to robotaxis in strategy shift

Uber Technologies Trading Up 6.1%

Shares of NYSE UBER opened at $77.39 on Thursday. Uber Technologies, Inc. has a 1 year low of $68.46 and a 1 year high of $101.99. 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 50-day moving average of $73.16 and a 200 day moving average of $82.90. The stock has a market cap of $158.10 billion, a P/E ratio of 16.43, a price-to-earnings-growth ratio of 6.65 and a beta of 1.21.

Uber Technologies (NYSE:UBER) last announced its quarterly earnings data 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 quarter last year, the company posted $3.21 EPS. Uber Technologies’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. As a group, sell-side analysts expect that Uber Technologies, Inc. will post 2.54 EPS for the current fiscal year.

Analyst Ratings Changes

Several research firms have recently commented on UBER. Weiss Ratings cut shares of Uber Technologies from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Thursday, March 19th. Melius Research set a $73.00 price target on shares of Uber Technologies in a research note on Monday, January 5th. Wolfe Research lowered their price objective on shares of Uber Technologies from $125.00 to $110.00 and set an “outperform” rating for the company in a report on Monday, January 5th. Mizuho cut their price objective on Uber Technologies from $130.00 to $110.00 and set an “outperform” rating on the stock in a research report on Thursday, February 5th. Finally, Wedbush reduced their target price on Uber Technologies from $78.00 to $75.00 and set a “neutral” rating on the stock in a report on Thursday, February 5th. 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 company’s stock. According to MarketBeat, the company has a consensus rating of “Moderate Buy” and an average price target of $105.14.

Insider Buying and Selling

In other Uber Technologies news, insider Tony West sold 3,125 shares of Uber Technologies stock in a transaction on Tuesday, January 20th. The stock was sold at an average price of $83.50, for a total transaction of $260,937.50. Following the completion of the transaction, the insider owned 176,584 shares in the company, valued at approximately $14,744,764. The trade was a 1.74% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, CFO Balaji (A) Krishnamurthy bought 22,453 shares of the company’s stock in a transaction on Tuesday, February 24th. The stock was bought at an average cost of $71.25 per share, for a total transaction of $1,599,776.25. Following the completion of the acquisition, the chief financial officer directly 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 SEC filing for this purchase provides additional information. 3.81% of the stock is currently owned by company insiders.

About Uber Technologies

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.