Oregon Public Employees Retirement Fund Buys 57,576 Shares of Uber Technologies, Inc. $UBER

Oregon Public Employees Retirement Fund grew its stake in Uber Technologies, Inc. (NYSE:UBER) by 31.9% in the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 238,329 shares of the ride-sharing company’s stock after acquiring an additional 57,576 shares during the quarter. Oregon Public Employees Retirement Fund’s holdings in Uber Technologies were worth $23,349,000 at the end of the most recent quarter.

Other hedge funds have also added to or reduced their stakes in the company. Cromwell Holdings LLC lifted its holdings in shares of Uber Technologies by 2.8% during the 3rd quarter. Cromwell Holdings LLC now owns 6,296 shares of the ride-sharing company’s stock valued at $617,000 after purchasing an additional 169 shares in the last quarter. Capital Investment Advisors LLC boosted its position in Uber Technologies by 12.2% during the 3rd quarter. Capital Investment Advisors LLC now owns 6,610 shares of the ride-sharing company’s stock worth $648,000 after acquiring an additional 721 shares during the last quarter. Webster Bank N. A. grew its stake in shares of Uber Technologies by 4.5% during the 3rd quarter. Webster Bank N. A. now owns 46,554 shares of the ride-sharing company’s stock worth $4,561,000 after acquiring an additional 2,010 shares in the last quarter. Elk River Wealth Management LLC raised its holdings in shares of Uber Technologies by 113.3% in the third quarter. Elk River Wealth Management LLC now owns 73,733 shares of the ride-sharing company’s stock valued at $7,224,000 after purchasing an additional 39,169 shares during the last quarter. Finally, Oak Family Advisors LLC lifted its position in shares of Uber Technologies by 5.2% in the third quarter. Oak Family Advisors LLC now owns 64,267 shares of the ride-sharing company’s stock worth $6,296,000 after purchasing an additional 3,190 shares in the last quarter. Institutional investors and hedge funds own 80.24% of the company’s stock.

Insider Buying and Selling

In related news, insider Tony West sold 3,125 shares of Uber Technologies stock in a transaction that occurred on Thursday, December 18th. The stock was sold at an average price of $80.36, for a total transaction of $251,125.00. Following the completion of the sale, the insider directly owned 175,423 shares of the company’s stock, valued at approximately $14,096,992.28. This trade represents a 1.75% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CFO Prashanth Mahendra-Rajah sold 5,500 shares of the company’s stock in a transaction on Wednesday, November 12th. The shares were sold at an average price of $94.41, for a total value of $519,255.00. Following the completion of the transaction, the chief financial officer directly owned 20,330 shares in the company, valued at approximately $1,919,355.30. This represents a 21.29% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have sold 14,875 shares of company stock worth $1,348,818. 3.84% of the stock is owned by corporate insiders.

Uber Technologies News Roundup

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

• Positive Sentiment: Major sell-side houses reiterated Buy ratings and raised targets (Jefferies $120, BofA $119; Wells Fargo raised its target to $122), supporting upside expectations and signaling confidence in Uber’s margin and cash-flow story. Jefferies and BofA Remain Bullish on Uber Technologies (UBER)
• Positive Sentiment: Robotaxi partnerships unveiled at CES (Uber + Lucid + Nuro) and testing/launch talk for 2026 increase the odds Uber becomes the distribution layer for autonomous fleets—a scenario that can boost margins without heavy capex. Uber & Partners Reveal Robotaxi Design at CES: Sign of More Upside?
• Positive Sentiment: Broader industry moves (Nvidia’s robotaxi initiatives) are being reframed as supportive for Uber—more autonomous vehicle supply can play to Uber’s strengths (demand aggregation, routing, payments). Why Nvidia’s Robotaxi Offensive Could Be Good News For Uber
• Positive Sentiment: Operational tie-ups and product improvements—like renewing global maps with TomTom—help routing efficiency and unit economics, supporting the margin-inflation thesis. Uber Renews Global Maps Deal With TomTom: Growth Thesis Strengthening?
• Neutral Sentiment: Market commentary highlights a narrative shift from growth-at-all-costs to operating leverage, free cash flow and AI/AV repricing—this is more strategic framing than immediate earnings impact. How The Narrative Around Uber Technologies (UBER) Is Shifting With AV And AI Repricing
• Neutral Sentiment: Zacks and MarketBeat pieces flag earnings growth and a consensus price target above current levels, reinforcing the bullish research backdrop but not adding new company-specific catalysts. Earnings Growth & Price Strength Make Uber Technologies (UBER) a Stock to Watch
• Negative Sentiment: A small number of bearish/contrarian calls surfaced (Melius Research upgraded to “strong sell” in one note), adding volatility and differing analyst views on AV risk. Melius Research Strong Sell Coverage
• Negative Sentiment: Shareholder-litigation risk: a Berger Montague investigation into Uber’s board over oversight of rider safety and background checks introduces governance/legal overhang that could pressure sentiment. Berger Montague Investigation Alert

Analysts Set New Price Targets

UBER has been the subject of a number of analyst reports. Wells Fargo & Company raised their target price on shares of Uber Technologies from $120.00 to $122.00 and gave the company an “overweight” rating in a research report on Thursday. Weiss Ratings reaffirmed a “buy (b)” rating on shares of Uber Technologies in a research report on Monday, December 29th. DA Davidson increased their price target on Uber Technologies from $102.00 to $108.00 and gave the company a “buy” rating in a research report on Wednesday, November 5th. Mizuho assumed coverage on Uber Technologies in a research note on Monday, September 29th. They issued an “outperform” rating and a $130.00 price target for the company. Finally, Barclays dropped their price objective on Uber Technologies from $110.00 to $107.00 and set an “overweight” rating on the stock in a research note on Wednesday, November 5th. Two equities research analysts have rated the stock with a Strong Buy rating, thirty-one have assigned a Buy rating, eight have given a Hold rating and two have given 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 target price of $107.14.

Uber Technologies Price Performance

Shares of UBER opened at $87.61 on Friday. The company’s 50-day moving average is $86.78 and its 200-day moving average is $91.35. The company has a debt-to-equity ratio of 0.37, a current ratio of 1.15 and a quick ratio of 1.15. The firm has a market capitalization of $182.04 billion, a PE ratio of 11.26 and a beta of 1.20. Uber Technologies, Inc. has a fifty-two week low of $60.63 and a fifty-two week high of $101.99.

Uber Technologies (NYSE:UBER) last released its quarterly earnings results on Tuesday, November 4th. The ride-sharing company reported $3.11 earnings per share for the quarter, beating the consensus estimate of $0.67 by $2.44. The firm had revenue of $13.47 billion for the quarter, compared to analysts’ expectations of $13.25 billion. Uber Technologies had a net margin of 33.54% and a return on equity of 68.17%. The business’s revenue was up 20.4% on a year-over-year basis. During the same period in the prior year, the firm earned $1.20 EPS. Equities analysts forecast that Uber Technologies, Inc. will post 2.54 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.