State of New Jersey Common Pension Fund D Acquires 202,504 Shares of Aurora Innovation, Inc. $AUR

State of New Jersey Common Pension Fund D raised its holdings in shares of Aurora Innovation, Inc. (NASDAQ:AUR) by 55.7% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 566,105 shares of the company’s stock after purchasing an additional 202,504 shares during the period. State of New Jersey Common Pension Fund D’s holdings in Aurora Innovation were worth $2,174,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of AUR. Danske Bank A S purchased a new stake in shares of Aurora Innovation in the 3rd quarter worth approximately $36,000. N.E.W. Advisory Services LLC purchased a new position in Aurora Innovation during the third quarter valued at approximately $44,000. Fifth Third Bancorp raised its stake in Aurora Innovation by 101.4% in the third quarter. Fifth Third Bancorp now owns 9,930 shares of the company’s stock worth $54,000 after buying an additional 5,000 shares in the last quarter. Integrated Advisors Network LLC bought a new position in Aurora Innovation in the third quarter worth approximately $54,000. Finally, Kestra Private Wealth Services LLC purchased a new stake in Aurora Innovation during the third quarter worth $55,000. Institutional investors own 44.71% of the company’s stock.

Key Headlines Impacting Aurora Innovation

Here are the key news stories impacting Aurora Innovation this week:

• Positive Sentiment: Aurora said it secured major driverless freight commitments from McLane, a development investors see as proof of commercial traction for its autonomous trucking platform.
• Positive Sentiment: The company announced a new partnership with Volvo tied to an autonomous truck route, adding credibility to Aurora’s long-term growth story and broadening its ecosystem. Volvo to Partner with Aurora on New Autonomous Truck Route
• Positive Sentiment: Needham reiterated a buy rating and raised its price target to $13, signaling continued analyst confidence in upside from current levels. Benzinga report on Needham rating
• Positive Sentiment: Management projected more than 200 driverless trucks by the end of 2026, reinforcing the view that Aurora is entering a scaling phase rather than remaining a pilot-only story. Aurora projects over 200 driverless trucks by end of 2026
• Neutral Sentiment: Investors also parsed Aurora’s Q1 earnings call and recent coverage asking whether the stock’s sharp run has gone too far, which may be creating some near-term volatility. Aurora Innovation, Inc. (AUR) Q1 2026 Earnings Call Transcript Is It Too Late To Look At Aurora Innovation (AUR) After The Recent Share Price Surge
• Negative Sentiment: Despite the bullish business updates, Aurora still reported a quarterly loss, underscoring that profitability remains distant and reminding investors the stock is still a high-risk growth story. Aurora Innovation, Inc. (AUR) Reports Q1 Loss, Beats Revenue Estimates

Aurora Innovation Stock Down 0.8%

Shares of AUR opened at $7.08 on Friday. The company has a 50 day moving average of $4.68 and a two-hundred day moving average of $4.50. Aurora Innovation, Inc. has a twelve month low of $3.60 and a twelve month high of $8.19. The company has a market cap of $13.80 billion, a price-to-earnings ratio of -16.09 and a beta of 2.58.

Aurora Innovation (NASDAQ:AUR) last issued its quarterly earnings results on Wednesday, May 6th. The company reported ($0.11) earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of ($0.12) by $0.01. Aurora Innovation had a negative return on equity of 40.45% and a negative net margin of 20,775.00%.The business had revenue of $1.00 million for the quarter, compared to the consensus estimate of $0.97 million. Aurora Innovation’s revenue was down 66.7% on a year-over-year basis. On average, sell-side analysts expect that Aurora Innovation, Inc. will post -0.47 EPS for the current year.

Wall Street Analyst Weigh In

AUR has been the topic of several recent research reports. Needham & Company LLC reaffirmed a “buy” rating and set a $13.00 target price on shares of Aurora Innovation in a research report on Thursday. Morgan Stanley reissued an “overweight” rating and issued a $14.00 price target on shares of Aurora Innovation in a research report on Thursday. Wall Street Zen downgraded Aurora Innovation from a “hold” rating to a “sell” rating in a research report on Sunday, April 26th. TD Cowen lifted their target price on Aurora Innovation from $4.70 to $7.00 and gave the company a “hold” rating in a research note on Thursday. Finally, The Goldman Sachs Group boosted their target price on shares of Aurora Innovation from $4.00 to $5.00 and gave the stock a “neutral” rating in a report on Friday, April 17th. Five investment analysts have rated the stock with a Buy rating, two have given a Hold rating and two have assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus price target of $11.50.

About Aurora Innovation

Aurora Innovation, Inc is a technology company specializing in the development of self-driving vehicle systems for both passenger and commercial applications. Headquartered in Mountain View, California, Aurora has built an end-to-end platform—known as the Aurora Driver—that integrates proprietary software, machine learning algorithms and a suite of sensors (LiDAR, radar and cameras) to enable vehicles to operate safely and efficiently in diverse driving environments.

The company’s core business revolves around designing, testing and deploying its autonomy stack on vehicles from established automotive and transportation partners.