Atwood & Palmer Inc. Purchases 1,229 Shares of United Rentals, Inc. $URI

Key Points

• Atwood & Palmer bought an additional 1,229 shares of United Rentals, lifting its stake 2.1% to 58,396 shares worth about $47.26 million, making URI its 8th largest holding (≈2.7% of the firm's portfolio).
• United Rentals reported Q1 results (EPS $9.71; revenue ~$3.99B), raised full‑year guidance, returned roughly $500M in capital and announced a $5.0B share buyback plus a $1.97 quarterly dividend—catalysts that drove a strong stock reaction.
• Market sentiment is broadly positive (consensus "Moderate Buy," average target ≈$914.88), but the company missed some estimates, has elevated leverage (debt/equity ~1.41) and faces valuation/execution risk if demand weakens.

Atwood & Palmer Inc. lifted its position in shares of United Rentals, Inc. (NYSE:URI - Free Report) by 2.1% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 58,396 shares of the construction company's stock after purchasing an additional 1,229 shares during the period. United Rentals comprises about 2.7% of Atwood & Palmer Inc.'s holdings, making the stock its 8th largest position. Atwood & Palmer Inc. owned 0.09% of United Rentals worth $47,261,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also made changes to their positions in URI. Capital International Investors increased its position in shares of United Rentals by 22.8% during the third quarter. Capital International Investors now owns 3,402,524 shares of the construction company's stock worth $3,247,762,000 after purchasing an additional 631,484 shares in the last quarter. TD Asset Management Inc increased its position in United Rentals by 66.5% in the 3rd quarter. TD Asset Management Inc now owns 484,450 shares of the construction company's stock valued at $462,485,000 after acquiring an additional 193,416 shares during the period. Robeco Institutional Asset Management B.V. increased its position in United Rentals by 3,459.3% in the 4th quarter. Robeco Institutional Asset Management B.V. now owns 196,688 shares of the construction company's stock valued at $159,184,000 after acquiring an additional 191,162 shares during the period. Capital World Investors increased its position in United Rentals by 6.7% in the 3rd quarter. Capital World Investors now owns 2,678,614 shares of the construction company's stock valued at $2,557,158,000 after acquiring an additional 168,685 shares during the period. Finally, Public Sector Pension Investment Board increased its position in United Rentals by 3,094.3% in the 3rd quarter. Public Sector Pension Investment Board now owns 155,273 shares of the construction company's stock valued at $148,233,000 after acquiring an additional 150,412 shares during the period. Institutional investors and hedge funds own 96.26% of the company's stock.

Key Stories Impacting United Rentals

Here are the key news stories impacting United Rentals this week:

• Positive Sentiment: Reported strong Q1 results and raised full‑year guidance — adjusted EPS reported ~$9.71 and total revenue roughly $3.99B; company lifted FY26 revenue and adjusted‑EBITDA ranges, driving the immediate rally. United Rentals Announces Strong First Quarter Results and Raises Full-Year 2026 Guidance
• Positive Sentiment: Market reaction: multiple outlets note a surge in the stock after the beat + outlook raise — investors rewarded upside to demand trends across construction and industrial end markets. United Rentals surges after Q1 beat, higher 2026 outlook
• Positive Sentiment: Capital returns accelerated: company returned ~$500M in the quarter (buybacks + dividends) and announced a new $5.0B repurchase authorization — supports EPS accretion and shareholder confidence. United Rentals surges 14.7% as Q1 results beat expectations and 2026 outlook rises
• Positive Sentiment: Company declared a quarterly dividend of $1.97 per share (record May 13) — modest yield but signals cash‑flow strength and steady shareholder returns.
• Neutral Sentiment: Index visibility: coverage pieces note United Rentals is gaining spotlight within the Russell 1000, which could incrementally increase passive/index flows over time. How Is United Rentals Gaining Spotlight In The Russell 1000 Index?
• Neutral Sentiment: Analyst backdrop: several firms maintain buy/overweight stances and price targets clustered around the $900–1,070 range (median ~$1,022) — supportive but shows varied upside assumptions. United Rentals Posts Record Q1 Results, Raises 2026 Outlook
• Negative Sentiment: Some data points and outlets highlight that certain consensus figures were higher (mixed beats/misses across different estimate sets) and the company carries leverage (debt/equity ~1.4); elevated valuation metrics mean expectations are priced in — a reminder of execution risk if demand softens. United Rentals Stock Up 23.1%

Wall Street Analyst Weigh In

Several equities analysts recently issued reports on URI shares. Sanford C. Bernstein set a $903.00 price target on United Rentals and gave the company an "outperform" rating in a research report on Thursday, April 9th. Robert W. Baird set a $970.00 price target on United Rentals in a research report on Friday, January 30th. KeyCorp set a $950.00 price target on United Rentals in a research report on Friday, January 30th. UBS Group upgraded United Rentals from a "neutral" rating to a "buy" rating and set a $1,025.00 price target on the stock in a research report on Sunday, January 4th. Finally, JPMorgan Chase & Co. dropped their price target on United Rentals from $970.00 to $850.00 and set an "overweight" rating on the stock in a research report on Friday, April 10th. Two research analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, three have given a Hold rating and one has given a Sell rating to the company's stock. According to MarketBeat, United Rentals currently has a consensus rating of "Moderate Buy" and an average price target of $914.88.

United Rentals Price Performance

Shares of URI opened at $987.92 on Friday. United Rentals, Inc. has a twelve month low of $605.43 and a twelve month high of $1,021.47. The stock's 50 day moving average is $793.30 and its two-hundred day moving average is $842.73. The firm has a market capitalization of $62.13 billion, a PE ratio of 25.20, a P/E/G ratio of 1.30 and a beta of 1.68. The company has a current ratio of 0.94, a quick ratio of 0.88 and a debt-to-equity ratio of 1.41.

United Rentals (NYSE:URI - Get Free Report) last announced its quarterly earnings data on Wednesday, April 22nd. The construction company reported $9.71 earnings per share for the quarter, missing analysts' consensus estimates of $11.47 by ($1.76). United Rentals had a net margin of 15.32% and a return on equity of 30.53%. The business had revenue of $3.99 billion during the quarter, compared to analysts' expectations of $4.20 billion. During the same period in the prior year, the firm posted $8.86 EPS. United Rentals's revenue for the quarter was up 7.2% compared to the same quarter last year. Research analysts anticipate that United Rentals, Inc. will post 46.6 earnings per share for the current year.

United Rentals Dividend Announcement

The firm also recently disclosed a quarterly dividend, which will be paid on Wednesday, May 27th. Shareholders of record on Wednesday, May 13th will be issued a $1.97 dividend. This represents a $7.88 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date of this dividend is Wednesday, May 13th. United Rentals's payout ratio is currently 20.37%.

United Rentals announced that its Board of Directors has approved a stock buyback program on Wednesday, January 28th that permits the company to buyback $5.00 billion in outstanding shares. This buyback authorization permits the construction company to buy up to 8.7% of its shares through open market purchases. Shares buyback programs are often a sign that the company's board of directors believes its shares are undervalued.

Insider Buying and Selling

In other United Rentals news, EVP Michael D. Durand sold 2,490 shares of United Rentals stock in a transaction that occurred on Monday, February 2nd. The stock was sold at an average price of $791.14, for a total value of $1,969,938.60. Following the sale, the executive vice president owned 7,458 shares of the company's stock, valued at approximately $5,900,322.12. The trade was a 25.03% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP William E. Grace sold 1,498 shares of United Rentals stock in a transaction that occurred on Tuesday, February 3rd. The shares were sold at an average price of $790.89, for a total value of $1,184,753.22. Following the completion of the sale, the executive vice president directly owned 6,872 shares in the company, valued at $5,434,996.08. This represents a 17.90% decrease in their position. The SEC filing for this sale provides additional information. 0.47% of the stock is currently owned by insiders.

About United Rentals

United Rentals, Inc NYSE: URI is a leading equipment rental company headquartered in Stamford, Connecticut. The firm provides rental solutions and related services to construction, industrial, commercial, and municipal customers. Its business model centers on providing access to a broad fleet of equipment on a short-term or long-term basis, enabling customers to avoid the capital expenditure of ownership and to scale equipment use to match project needs.

The company's product and service offerings span general construction equipment and a range of specialty categories, including aerial work platforms, earthmoving and excavation machines, material handling equipment, pumps, power and HVAC systems, trench and shoring solutions, and tools.

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