$U ($U) posted quarterly earnings results for Q4 2025 on Wednesday, February 11th. The company reported earnings of $0.24 per share, beating estimates of -$0.22 by $0.46. The company also reported revenue of $503,090,000, beating estimates of $501,943,356 by $1,146,644.
You can see Quiver Quantitative's $U stock page to track data on insider trading, hedge fund activity, congressional trading, and more.
$U Insider Trading Activity
$U insiders have traded $U stock on the open market 54 times in the past 6 months. Of those trades, 0 have been purchases and 54 have been sales.
Here’s a breakdown of recent trading of $U stock by insiders over the last 6 months:
- DAVID HELGASON has made 0 purchases and 7 sales selling 2,058,347 shares for an estimated $95,291,956.
- TOMER BAR-ZEEV has made 0 purchases and 11 sales selling 975,000 shares for an estimated $41,192,341.
- MATTHEW S BROMBERG (CEO and President) has made 0 purchases and 4 sales selling 161,025 shares for an estimated $6,501,210.
- ALEXANDER BLUM (SVP, Chief Operating Officer) has made 0 purchases and 7 sales selling 155,796 shares for an estimated $6,221,938.
- JARROD YAHES (SVP, Chief Financial Officer) has made 0 purchases and 9 sales selling 122,251 shares for an estimated $5,053,420.
- MARK BARRYSMITH (Chief Accounting Officer) has made 0 purchases and 10 sales selling 69,893 shares for an estimated $2,991,066.
- SHLOMO DOVRAT sold 30,000 shares for an estimated $1,286,100
- ANIRMA GUPTA (SVP, Chief Legal Officer) has made 0 purchases and 5 sales selling 19,233 shares for an estimated $759,680.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
$U Hedge Fund Activity
We have seen 316 institutional investors add shares of $U stock to their portfolio, and 238 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- SLATE PATH CAPITAL LP removed 9,326,100 shares (-46.6%) from their portfolio in Q3 2025, for an estimated $373,417,044
- WELLINGTON MANAGEMENT GROUP LLP added 6,737,677 shares (+58.7%) to their portfolio in Q3 2025, for an estimated $269,776,587
- TIDAL INVESTMENTS LLC added 3,478,415 shares (+inf%) to their portfolio in Q3 2025, for an estimated $139,275,736
- T. ROWE PRICE INVESTMENT MANAGEMENT, INC. added 3,266,598 shares (+inf%) to their portfolio in Q3 2025, for an estimated $130,794,583
- SUSQUEHANNA INTERNATIONAL GROUP, LLP added 2,954,324 shares (+1385.1%) to their portfolio in Q3 2025, for an estimated $118,291,132
- UBS GROUP AG removed 2,842,206 shares (-66.3%) from their portfolio in Q4 2025, for an estimated $125,540,239
- JANE STREET GROUP, LLC added 2,639,144 shares (+153.9%) to their portfolio in Q3 2025, for an estimated $105,671,325
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
$U Analyst Ratings
Wall Street analysts have issued reports on $U in the last several months. We have seen 5 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Arete Research issued a "Buy" rating on 12/01/2025
- Citigroup issued a "Buy" rating on 11/11/2025
- Macquarie issued a "Outperform" rating on 11/07/2025
- Needham issued a "Buy" rating on 11/06/2025
- Wedbush issued a "Outperform" rating on 11/06/2025
To track analyst ratings and price targets for $U, check out Quiver Quantitative's $U forecast page.
$U Price Targets
Multiple analysts have issued price targets for $U recently. We have seen 16 analysts offer price targets for $U in the last 6 months, with a median target of $50.0.
Here are some recent targets:
- Martin Yang from Oppenheimer set a target price of $38.0 on 02/10/2026
- Chris Kuntarich from UBS set a target price of $32.0 on 02/10/2026
- Nick McKay from Freedom Capital Markets set a target price of $52.0 on 01/16/2026
- Kash Rangan from Goldman Sachs set a target price of $47.0 on 01/13/2026
- Matthew Cost from Morgan Stanley set a target price of $52.0 on 01/13/2026
- Alec Brondolo from Wells Fargo set a target price of $54.0 on 01/08/2026
- Brent Thill from Jefferies set a target price of $55.0 on 01/05/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
