Gallagher Capital Advisors LLC Sells 10,675 Shares of Uber Technologies, Inc. $UBER

Gallagher Capital Advisors LLC reduced its position in Uber Technologies, Inc. (NYSE:UBER) by 67.2% in the 3rd quarter, HoldingsChannel.com reports. The fund owned 5,206 shares of the ride-sharing company’s stock after selling 10,675 shares during the period. Gallagher Capital Advisors LLC’s holdings in Uber Technologies were worth $357,000 as of its most recent SEC filing.

A number of other hedge funds also recently added to or reduced their stakes in the business. Public Investment Fund purchased a new position in Uber Technologies during the 2nd quarter valued at about $5,256,173,439. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC lifted its position in shares of Uber Technologies by 2.0% in the 4th quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 13,078,612 shares of the ride-sharing company’s stock worth $1,068,653,000 after purchasing an additional 258,448 shares during the period. Legal & General Group Plc bought a new position in shares of Uber Technologies during the second quarter valued at approximately $943,167,000. Mitsubishi UFJ Asset Management Co. Ltd. bought a new position in shares of Uber Technologies during the second quarter valued at approximately $752,151,000. Finally, Baird Financial Group Inc. increased its holdings in Uber Technologies by 64.4% during the second quarter. Baird Financial Group Inc. now owns 9,099,343 shares of the ride-sharing company’s stock valued at $656,609,000 after buying an additional 3,564,073 shares during the period. 80.24% of the stock is owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of research firms have weighed in on UBER. Jefferies Financial Group upped their target price on Uber Technologies from $100.00 to $110.00 and gave the stock a “buy” rating in a report on Monday, August 10th. Tigress Financial lifted their price target on Uber Technologies from $110.00 to $115.00 and gave the company a “buy” rating in a report on Friday, June 12th. TD Cowen reissued a “buy” rating and issued a $118.00 price target on shares of Uber Technologies in a research report on Thursday, July 16th. UBS Group restated a “buy” rating on shares of Uber Technologies in a research note on Tuesday, September 8th. Finally, Evercore reaffirmed an “outperform” rating and set a $150.00 price objective on shares of Uber Technologies in a research report on Wednesday, August 5th. Two investment analysts have rated the stock with a Strong Buy rating, thirty-four have given a Buy rating, four have issued a Hold rating and three have assigned a Sell rating to the company’s stock. According to MarketBeat.com, Uber Technologies presently has an average rating of “Moderate Buy” and an average price target of $103.11.

Uber Technologies News Roundup

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

• Positive Sentiment: Uber agreed to acquire ezCater, a profitable corporate-catering marketplace, for approximately $2.3 billion in cash. The deal could strengthen Uber for Business, add higher-value orders—ezCater’s average order reportedly exceeds $400—and diversify revenue beyond consumer rides and restaurant meals. Deal Dispatch: Uber Buys ezCater For $2.3B
• Positive Sentiment: Analysts and financial commentators described the ezCater purchase as a potentially smart margin and growth move, while Uber’s CFO argued that acquisitions can accelerate expansion more effectively than building new businesses internally. Uber’s ezCater Acquisition Looks Like a Smart Move
• Positive Sentiment: Uber Eats expanded its marketplace through a partnership with Sur La Table, adding cookware, appliances, kitchen tools and other products for on-demand and scheduled delivery. The move supports Uber’s broader strategy of becoming a multipurpose local-commerce platform. Sur La Table Arrives on Uber Eats
• Positive Sentiment: Uber and Pony.ai plan to begin testing Gen-7 autonomous vehicles in London, advancing Uber’s partnership-led robotaxi strategy and its goal of expanding autonomous ride-hailing into multiple global cities. Uber and Pony.ai Plan London Robotaxis
• Neutral Sentiment: Citizens JMP reaffirmed an “Market Outperform” rating. Uber’s trailing operating margin reached 12.1%, its strongest level in five years, but investors are evaluating whether the improvement can persist.
• Negative Sentiment: The ezCater transaction requires a substantial cash outlay and has prompted scrutiny of Uber’s acquisition strategy. Commentary also noted that strong operational growth has been offset by softer guidance, while the company’s year-to-date performance remains under pressure.

Uber Technologies Stock Performance

Shares of UBER opened at $71.47 on Friday. The company has a current ratio of 0.84, a quick ratio of 0.84 and a debt-to-equity ratio of 0.38. The firm has a market cap of $145.98 billion, a PE ratio of 15.71, a P/E/G ratio of 5.72 and a beta of 1.27. Uber Technologies, Inc. has a 12 month low of $65.41 and a 12 month high of $100.35. The stock has a fifty day moving average price of $73.17 and a 200-day moving average price of $72.94.

Uber Technologies (NYSE:UBER) last announced its earnings results on Wednesday, August 5th. The ride-sharing company reported $0.81 earnings per share (EPS) for the quarter, beating the consensus estimate of $0.80 by $0.01. Uber Technologies had a return on equity of 43.36% and a net margin of 17.34%. The company had revenue of $14.19 billion for the quarter, compared to analyst estimates of $14.24 billion. During the same period in the prior year, the company posted $0.60 EPS. The firm’s quarterly revenue was up 12.2% compared to the same quarter last year. Uber Technologies has set its Q3 2026 guidance at 0.840-0.880 EPS. Equities research analysts predict that Uber Technologies, Inc. will post 3.35 earnings per share for the current fiscal year.

Insider Buying and Selling

In other news, CEO Dara Khosrowshahi acquired 141,000 shares of the business’s stock in a transaction dated Thursday, September 10th. The shares were acquired at an average cost of $70.96 per share, with a total value of $10,005,360.00. Following the completion of the acquisition, the chief executive officer owned 1,367,100 shares of the company’s stock, valued at approximately $97,009,416. This trade represents a 11.50% increase in their ownership of the stock. The acquisition was disclosed in a document filed with the SEC, which is accessible through this link. Also, insider Andrew Macdonald bought 70,000 shares of Uber Technologies stock in a transaction that occurred on Friday, September 4th. The shares were acquired at an average cost of $75.83 per share, with a total value of $5,308,100.00. Following the acquisition, the insider owned 426,320 shares of the company’s stock, valued at $32,327,845.60. The trade was a 19.65% 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.

Uber Technologies Profile

Uber Technologies, Inc (NYSE: UBER) is a technology company that operates a global platform connecting consumers with independent drivers, delivery couriers, merchants and other service providers. Founded in 2009 and headquartered in San Francisco, Uber originally focused on app-based ride-hailing and has expanded into a broader range of mobility and delivery services.

Its Mobility segment offers rides through products such as UberX, Uber Black and other locally available options, as well as services including taxis, car rentals, scooters and bikes in select markets.