Vantage Investment Partners LLC Takes $32.72 Million Position in Uber Technologies, Inc. $UBER

Vantage Investment Partners LLC bought a new stake in shares of Uber Technologies, Inc. (NYSE:UBER) during the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor bought 454,876 shares of the ride-sharing company’s stock, valued at approximately $32,719,000. Uber Technologies makes up approximately 2.3% of Vantage Investment Partners LLC’s investment portfolio, making the stock its 20th largest holding.

Other large investors have also added to or reduced their stakes in the company. Norges Bank acquired a new position in Uber Technologies in the fourth quarter valued at approximately $2,515,094,000. Marshall Wace LLP grew its position in shares of Uber Technologies by 1,462.2% during the 4th quarter. Marshall Wace LLP now owns 6,693,412 shares of the ride-sharing company’s stock worth $546,919,000 after buying an additional 6,264,946 shares during the period. Mitsubishi UFJ Asset Management Co. Ltd. increased its stake in shares of Uber Technologies by 129.7% in the 4th quarter. Mitsubishi UFJ Asset Management Co. Ltd. now owns 9,375,851 shares of the ride-sharing company’s stock valued at $776,883,000 after acquiring an additional 5,293,822 shares in the last quarter. Employees Provident Fund Board acquired a new position in shares of Uber Technologies during the 4th quarter valued at $265,205,000. Finally, Capital Research Global Investors boosted its stake in Uber Technologies by 2.6% during the fourth quarter. Capital Research Global Investors now owns 113,456,376 shares of the ride-sharing company’s stock worth $9,270,561,000 after acquiring an additional 2,903,021 shares in the last quarter. Institutional investors and hedge funds own 80.24% of the company’s stock.

Key Stories Impacting Uber Technologies

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

• Positive Sentiment: Uber remains a heavily watched stock, with recent analyst coverage and price targets still broadly favorable, reinforcing the view that Wall Street sees room for upside. Article title
• Positive Sentiment: Investor interest is also supported by Uber’s recent operating strength, including revenue growth and earnings that beat expectations in the latest reported quarter. Article title
• Neutral Sentiment: Media coverage comparing Uber with DoorDash adds to the stock’s visibility, but the piece is mostly a valuation and business-model debate rather than a direct new catalyst. Article title
• Negative Sentiment: Uber is facing fresh scrutiny over automation and driver pay, including protests tied to AI-driven pay cuts and concerns that rapid tech adoption could hurt driver earnings and create regulatory or reputational risk. Article title
• Negative Sentiment: Discussion around Uber’s “agentic pods” and broader AI automation strategy highlights the company’s push to reduce costs, but it also reinforces investor worries that more automation could pressure the human-driver model. Article title

Wall Street Analysts Forecast Growth

A number of research firms have commented on UBER. Raymond James Financial upgraded shares of Uber Technologies from an “outperform” rating to a “strong-buy” rating in a report on Monday, May 11th. Tigress Financial increased their price objective on shares of Uber Technologies from $110.00 to $115.00 and gave the stock a “buy” rating in a research report on Friday, June 12th. US Capital Advisors set a $95.00 target price on Uber Technologies in a research note on Monday, May 11th. Piper Sandler boosted their target price on Uber Technologies from $100.00 to $105.00 and gave the company an “overweight” rating in a research report on Thursday, May 7th. Finally, BNP Paribas Exane downgraded Uber Technologies to an “underweight” rating in a research note on Monday, May 11th. One investment analyst has rated the stock with a Strong Buy rating, twenty-nine have issued a Buy rating, six have assigned a Hold rating and three have issued a Sell rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $104.18.

Uber Technologies Stock Performance

NYSE:UBER traded up $0.21 during trading on Friday, reaching $74.56. The company’s stock had a trading volume of 9,748,548 shares, compared to its average volume of 19,835,724. Uber Technologies, Inc. has a 12 month low of $67.19 and a 12 month high of $101.99. The firm has a market cap of $151.77 billion, a price-to-earnings ratio of 18.59, a price-to-earnings-growth ratio of 6.33 and a beta of 1.12. The firm has a 50 day moving average of $72.99 and a 200-day moving average of $75.42. The company has a debt-to-equity ratio of 0.41, a quick ratio of 1.07 and a current ratio of 1.07.

Uber Technologies (NYSE:UBER) last released its earnings results on Wednesday, May 6th. The ride-sharing company reported $0.72 EPS for the quarter, topping analysts’ consensus estimates of $0.69 by $0.03. The company had revenue of $13.20 billion for the quarter, compared to analysts’ expectations of $13.28 billion. Uber Technologies had a return on equity of 41.40% and a net margin of 15.91%.The business’s revenue for the quarter was up 14.5% compared to the same quarter last year. During the same period in the previous year, the business posted $0.83 EPS. Uber Technologies has set its Q2 2026 guidance at 0.780-0.820 EPS. Research analysts expect that Uber Technologies, Inc. will post 2.95 EPS for the current fiscal 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.