TD Private Client Wealth LLC Increases Stake in Uber Technologies, Inc. $UBER

TD Private Client Wealth LLC lifted its stake in Uber Technologies, Inc. (NYSE:UBER) by 20.9% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 67,242 shares of the ride-sharing company’s stock after purchasing an additional 11,626 shares during the quarter. TD Private Client Wealth LLC’s holdings in Uber Technologies were worth $5,494,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently modified their holdings of the stock. Sage Rhino Capital LLC raised 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 last quarter. Advisors Capital Management LLC raised its position in shares of Uber Technologies by 1.8% in 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 last quarter. Emergent Wealth Advisors LLC raised its position in shares of 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 valued at $1,701,000 after purchasing an additional 114 shares during the last quarter. Stelac Advisory Services LLC raised its position in shares of Uber Technologies by 10.4% in the 3rd quarter. Stelac Advisory Services LLC now owns 1,238 shares of the ride-sharing company’s stock valued at $121,000 after purchasing an additional 117 shares during the last quarter. Finally, Archer Investment Corp raised its position in shares of Uber Technologies by 33.2% in the 3rd quarter. Archer Investment Corp now owns 473 shares of the ride-sharing company’s stock valued at $46,000 after purchasing an additional 118 shares during the last quarter. 80.24% of the stock is owned by hedge funds and other institutional investors.

Uber Technologies News Summary

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

• Positive Sentiment: Analysts and market commentary highlighted Uber’s strong Q1 results, including an EPS beat and guidance for solid Q2 gross bookings, reinforcing the view that Mobility and Delivery demand remains resilient. UBER vs. LYFT: Which Stock Is Better Positioned Post Q1 Results?
• Positive Sentiment: Uber is expanding its delivery footprint by adding more than 1,500 Ulta Beauty stores to Uber Eats, showing continued progress in broadening beyond ride-hailing into everyday services and retail delivery. Ulta Beauty Tie-Up and Q1 Results Could Be A Game Changer For Uber Technologies (UBER)
• Positive Sentiment: Uber boosted its stake in Germany’s Delivery Hero to 19.5%, signaling continued international investment and a willingness to deepen its presence in overseas delivery markets. Uber raises stake in Germany’s Delivery Hero
• Positive Sentiment: Uber and Naver reportedly formed a consortium to bid for South Korea’s Baedal Minjok, suggesting further expansion opportunities in a major food-delivery market. Uber, Naver team up on Baemin takeover -Seoul Economic Daily
• Neutral Sentiment: Additional coverage framed Uber as well positioned versus Lyft after Q1, but the article was largely a comparative analysis rather than new company-specific news. UBER vs. LYFT: Which Stock Is Better Positioned Post Q1 Results?
• Neutral Sentiment: News about Lucid’s robotaxi-related headlines mentioned Uber only indirectly, with no clear direct impact on Uber’s fundamentals. Lucid Stock Falls Despite Progress On Uber Robotaxi: What Investors Need To Know

Insider Buying and Selling

In other news, SVP Nikki Krishnamurthy sold 30,000 shares of the firm’s stock in a transaction that occurred on 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 sale, the senior vice president owned 460,756 shares of the company’s stock, valued at $34,303,284.20. This trade represents a 6.11% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, CFO Balaji (A) Krishnamurthy acquired 22,453 shares of the company’s stock in a transaction dated Tuesday, February 24th. The shares were purchased 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. This trade represents a 357.02% increase in their ownership of the stock. The disclosure for this purchase is available in the SEC filing. 3.81% of the stock is owned by company insiders.

Wall Street Analyst Weigh In

Several brokerages recently commented on UBER. HSBC lowered shares of Uber Technologies to a “reduce” rating in a research report on Monday, May 11th. Needham & Company LLC reiterated a “buy” rating and issued a $109.00 price target on shares of Uber Technologies in a report on Thursday, May 7th. Morgan Stanley cut their price target on shares of Uber Technologies from $110.00 to $100.00 and set an “overweight” rating on the stock in a report on Thursday, February 5th. Wells Fargo & Company increased their price target on shares of Uber Technologies from $95.00 to $102.00 and gave the stock an “overweight” rating in a report on Thursday, May 7th. Finally, UBS Group downgraded shares of Uber Technologies from a “buy” rating to a “neutral” rating in a report on Monday, May 11th. One investment analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating, seven have given a Hold rating and three have given a Sell rating to the company. According to MarketBeat.com, Uber Technologies has a consensus rating of “Moderate Buy” and a consensus target price of $105.11.

Uber Technologies Price Performance

Shares of NYSE UBER opened at $75.06 on Tuesday. The stock has a market capitalization of $152.80 billion, a price-to-earnings ratio of 18.72, a PEG ratio of 6.38 and a beta of 1.16. Uber Technologies, Inc. has a 12 month low of $68.46 and a 12 month high of $101.99. The firm’s 50 day simple moving average is $74.18 and its 200-day simple moving average is $79.88. The company has a debt-to-equity ratio of 0.41, a current ratio of 1.07 and a quick ratio of 1.07.

Uber Technologies (NYSE:UBER) last issued its quarterly earnings data 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 business had revenue of $13.20 billion for the quarter, compared to analysts’ expectations of $13.28 billion. Uber Technologies had a net margin of 15.91% and a return on equity of 41.40%. The business’s revenue was up 14.5% on a year-over-year basis. During the same quarter last year, the company earned $0.83 EPS. Uber Technologies has set its Q2 2026 guidance at 0.780-0.820 EPS. Analysts expect that Uber Technologies, Inc. will post 2.95 EPS for the current year.

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.