HWG Holdings LP Grows Position in Uber Technologies, Inc. $UBER

HWG Holdings LP raised its holdings in shares of Uber Technologies, Inc. (NYSE:UBER) by 86.3% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 71,807 shares of the ride-sharing company’s stock after acquiring an additional 33,263 shares during the period. Uber Technologies makes up about 1.8% of HWG Holdings LP’s portfolio, making the stock its 18th biggest position. HWG Holdings LP’s holdings in Uber Technologies were worth $7,035,000 as of its most recent SEC filing.

Other institutional investors also recently bought and sold shares of the company. Brighton Jones LLC raised its stake in shares of Uber Technologies by 3.4% during the 4th quarter. Brighton Jones LLC now owns 74,460 shares of the ride-sharing company’s stock worth $4,491,000 after buying an additional 2,474 shares during the period. Revolve Wealth Partners LLC raised its stake in Uber Technologies by 65.0% in the 4th quarter. Revolve Wealth Partners LLC now owns 15,563 shares of the ride-sharing company’s stock valued at $939,000 after purchasing an additional 6,129 shares during the last quarter. Bison Wealth LLC boosted its position in Uber Technologies by 20.3% during the fourth quarter. Bison Wealth LLC now owns 3,792 shares of the ride-sharing company’s stock worth $229,000 after acquiring an additional 641 shares during the last quarter. Apexium Financial LP purchased a new position in Uber Technologies during the first quarter worth approximately $214,000. Finally, Taikang Asset Management Hong Kong Co Ltd acquired a new stake in shares of Uber Technologies in the 1st quarter worth $3,010,000. 80.24% of the stock is currently owned by hedge funds and other institutional investors.

Insider Buying and Selling

In other news, CFO Prashanth Mahendra-Rajah sold 5,500 shares of the business’s stock in a transaction that occurred 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 owned 20,330 shares of the company’s stock, valued at $1,919,355.30. The trade was a 21.29% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, insider Tony West sold 3,125 shares of the business’s stock in a transaction on Thursday, December 18th. The shares were sold at an average price of $80.36, for a total value of $251,125.00. Following the completion of the transaction, the insider owned 175,423 shares of the company’s stock, valued at $14,096,992.28. This trade represents a 1.75% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 14,875 shares of company stock valued at $1,348,818. Corporate insiders own 3.70% of the company’s stock.

Key Headlines Impacting Uber Technologies

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

• Positive Sentiment: Uber and Baidu will run robotaxi trials in the U.K. next year, a major validation of Uber’s autonomous strategy and potential long-term margin and market-share upside for ride-hailing and AV services. Read More.
• Positive Sentiment: Multiple outlets report the Baidu tie-up will put Uber alongside Waymo and local players in London — signaling a faster path to commercial AV deployment and new revenue streams (ride, delivery, fleet services). Read More.
• Positive Sentiment: Analyst coverage is mixed but generally supportive: RBC and Mizuho reiterated positive views, framing recent weakness as a buying opportunity and underpinning near-term investor confidence. Read More.
• Neutral Sentiment: Market narratives: some investors and commentators view 2025 underperformance as a tactical entry point; others point to technical levels and options flows as reasons for short-term volatility. These shape trading but are not fundamental changes. Read More.
• Neutral Sentiment: Technical/flows coverage: short-form analyst videos highlight key chart levels and option activity — useful for traders looking for entry/exit signals but not a direct long-term catalyst. Read More.
• Neutral Sentiment: Broader media mentions and stock comparisons (e.g., third‑party comparisons, sector articles) keep UBER in investor conversations but have limited immediate impact. Read More.
• Negative Sentiment: An extensive New York Times investigation says Uber cleared violent felons to drive and links drivers to alleged assaults — a serious reputational and regulatory risk that could prompt lawsuits, fines, stricter background-check requirements and higher insurance/legal costs. Read More.
• Negative Sentiment: Wedbush trimmed its price target on UBER to $78 (from $84), signaling some analyst concern about near-term fundamentals or valuation after 2025 volatility — a modest headwind for sentiment. Read More.

Analysts Set New Price Targets

UBER has been the subject of a number of recent analyst reports. Cantor Fitzgerald lifted their price target on shares of Uber Technologies from $107.00 to $108.00 and gave the company an “overweight” rating in a research report on Wednesday, November 5th. Mizuho started coverage on shares of Uber Technologies in a research note on Monday, September 29th. They set an “outperform” rating and a $130.00 target price for the company. Royal Bank Of Canada set a $110.00 price objective on shares of Uber Technologies in a research report on Wednesday, November 5th. UBS Group set a $122.00 target price on shares of Uber Technologies and gave the company a “buy” rating in a research report on Wednesday, November 5th. Finally, TD Cowen upped their price objective on shares of Uber Technologies from $108.00 to $114.00 and gave the company a “buy” rating in a research note on Wednesday, November 5th. Two analysts have rated the stock with a Strong Buy rating, thirty have assigned a Buy rating and nine have given a Hold rating to the company. According to MarketBeat, Uber Technologies has an average rating of “Moderate Buy” and a consensus target price of $108.43.

Uber Technologies Stock Up 2.4%

UBER opened at $81.24 on Tuesday. The business has a 50 day simple moving average of $89.80 and a 200-day simple moving average of $91.66. Uber Technologies, Inc. has a 12 month low of $60.02 and a 12 month high of $101.99. The stock has a market capitalization of $168.81 billion, a P/E ratio of 10.44 and a beta of 1.19. The company has a debt-to-equity ratio of 0.37, a current ratio of 1.15 and a quick ratio of 1.15.

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