Brown Advisory Inc. Sells 1,895,874 Shares of Uber Technologies, Inc. $UBER

Brown Advisory Inc. lowered its holdings in shares of Uber Technologies, Inc. (NYSE:UBER) by 18.1% during the 4th quarter, Holdings Channel.com reports. The firm owned 8,568,930 shares of the ride-sharing company’s stock after selling 1,895,874 shares during the quarter. Uber Technologies accounts for about 1.0% of Brown Advisory Inc.’s investment portfolio, making the stock its 20th largest holding. Brown Advisory Inc.’s holdings in Uber Technologies were worth $700,169,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds also recently made changes to their positions in the company. Measured Wealth Private Client Group LLC bought a new position in shares of Uber Technologies during the 3rd quarter valued at $25,000. Lloyd Advisory Services LLC. bought a new position in shares of Uber Technologies during the 4th quarter valued at $27,000. Ares Financial Consulting LLC bought a new position in shares of Uber Technologies during the 4th quarter valued at $28,000. Gould Capital LLC grew its holdings in shares of Uber Technologies by 245.0% during the 4th quarter. Gould Capital LLC now owns 345 shares of the ride-sharing company’s stock valued at $28,000 after purchasing an additional 245 shares during the last quarter. Finally, SWAN Capital LLC grew its holdings in shares of Uber Technologies by 265.0% during the 4th quarter. SWAN Capital LLC now owns 365 shares of the ride-sharing company’s stock valued at $30,000 after purchasing an additional 265 shares during the last quarter. Institutional investors own 80.24% of the company’s stock.

Key Headlines Impacting Uber Technologies

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

• Negative Sentiment: Investors are concerned that self-driving competitors could eventually erode Uber’s core ride-hailing market, especially as Waymo expands and tests new revenue models. Ca$htag$: UBER First in Rideshare, GOOGL Gains Speed with Waymo
• Negative Sentiment: Uber is also facing skepticism over a possible Delivery Hero acquisition bid, with investors worried the deal could add integration risk and require asset divestitures to clear regulators. Uber (UBER) Plots Delivery Hero Acquisition With Strategic Asset Divestitures
• Neutral Sentiment: Analysts remain somewhat constructive on earnings, with Erste Group raising FY2026 EPS estimates to $3.35 from $3.34, which is slightly above the broader consensus of $2.95. Uber Technologies news
• Neutral Sentiment: Uber continues to defend its platform by suing New York City over a new driver-deactivation law, arguing the rule could hurt rider safety and weaken its control over marketplace operations. Uber Lawsuit Over New York Driver Rules Puts Safety Policy In Focus
• Positive Sentiment: Longer term, Uber still has support from bullish analysts and investor interest in its platform, including its expanding role in mobility and autonomy, which could help offset current concerns. Waymo vs. Uber: Who Will Control the Future of Autonomous Ride-Hailing?

Insider Activity at Uber Technologies

In other news, SVP Nikki Krishnamurthy sold 30,000 shares of the firm’s stock in a transaction dated Monday, March 16th. The shares were sold at an average price of $74.45, for a total value of $2,233,500.00. Following the completion of the sale, the senior vice president directly owned 460,756 shares of the company’s stock, valued at approximately $34,303,284.20. This trade represents a 6.11% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is accessible through the SEC website. Corporate insiders own 3.81% of the company’s stock.

Uber Technologies Trading Down 1.3%

Shares of UBER opened at $68.67 on Friday. The firm has a fifty day simple moving average of $73.41 and a two-hundred day simple moving average of $77.16. Uber Technologies, Inc. has a twelve month low of $67.19 and a twelve month high of $101.99. The company has a quick ratio of 1.07, a current ratio of 1.07 and a debt-to-equity ratio of 0.41. The stock has a market capitalization of $139.79 billion, a P/E ratio of 17.13, a PEG ratio of 5.85 and a beta of 1.12.

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

Analyst Ratings Changes

Several equities research analysts have weighed in on UBER shares. Citizens Jmp reissued a “market outperform” rating and set a $100.00 price target on shares of Uber Technologies in a research report on Tuesday, April 28th. Macquarie Infrastructure raised shares of Uber Technologies to an “outperform” rating in a research report on Monday, May 11th. TD Cowen started coverage on shares of Uber Technologies in a research report on Monday, May 11th. They set a “hold” rating for the company. The Goldman Sachs Group set a $115.00 price target on shares of Uber Technologies in a research report on Thursday, May 7th. Finally, BNP Paribas Exane cut shares of Uber Technologies to an “underweight” rating in a research report on Monday, May 11th. One equities research analyst has rated the stock with a Strong Buy rating, thirty have assigned a Buy rating, seven have given a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat, Uber Technologies has a consensus rating of “Moderate Buy” and a consensus price target of $104.97.

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.