Uber's Stake in Delivery Hero Suggests Potential Takeover, Break-Up -- Market Talk

Dow Jones13:11

0511 GMT - Uber's increased stake in Delivery Hero could signal a potential increase in strategic investor involvement, a takeover scenario or a break-up of the company, Berenberg's Wolfgang Specht writes in a note. The U.S. tech giant acquired additional shares in the German delivery company, taking its stake to 19.5% with further option to go to 25.1%. "With this additional holding, Uber would reach a blocking minority," he says. While Uber might be investing solely to ensure it doesn't pass up any potential opportunities arising from Delivery Hero's current strategic review, taking full control of Delivery Hero could make sense for the U.S. company, he adds. Delivery Hero shares closed at 32.97 euros on Thursday. (najat.kantouar@wsj.com)

(END) Dow Jones Newswires

May 22, 2026 01:11 ET (05:11 GMT)

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While Uber might be investing solely to ensure it doesn't pass up any potential opportunities arising from Delivery Hero's current strategic review, taking full control of Delivery Hero could make sense for the U.S. company, he adds. Delivery Hero shares closed at 32.97 euros on Thursday. 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The U.S. tech giant acquired additional shares in the German delivery company, taking its stake to 19.5% with further option to go to 25.1%. \"With this additional holding, Uber would reach a blocking minority,\" he says. While Uber might be investing solely to ensure it doesn't pass up any potential opportunities arising from Delivery Hero's current strategic review, taking full control of Delivery Hero could make sense for the U.S. company, he adds. Delivery Hero shares closed at 32.97 euros on Thursday. 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The U.S. tech giant acquired additional shares in the German delivery company, taking its stake to 19.5% with further option to go to 25.1%. \"With this additional holding, Uber would reach a blocking minority,\" he says. While Uber might be investing solely to ensure it doesn't pass up any potential opportunities arising from Delivery Hero's current strategic review, taking full control of Delivery Hero could make sense for the U.S. company, he adds. Delivery Hero shares closed at 32.97 euros on Thursday. 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