United Rentals, Inc. $URI Shares Sold by Vanguard Group Inc.

Key Points

• Vanguard trimmed its stake in United Rentals by 0.6%, selling 43,416 shares and now holds 7,431,829 shares (about 11.68%) valued at roughly $6.01 billion.
• United Rentals reported quarterly EPS of $9.71 and revenue of $3.99 billion, below consensus, but the company approved a $5.0 billion share buyback and declared a $1.97 quarterly dividend, while analysts raised targets and the stock experienced a sharp rally and heightened volatility.
• Institutional ownership is very high at 96.26%, insiders have been net sellers (27,304 shares sold, about $26.1 million over three months), and the company has a market cap of ~$61.1 billion with a P/E of 24.88.

Vanguard Group Inc. cut its stake in shares of United Rentals, Inc. (NYSE:URI - Free Report) by 0.6% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 7,431,829 shares of the construction company's stock after selling 43,416 shares during the period. Vanguard Group Inc. owned approximately 11.68% of United Rentals worth $6,014,728,000 at the end of the most recent quarter.

A number of other hedge funds also recently bought and sold shares of the company. Aventura Private Wealth LLC acquired a new position in shares of United Rentals in the fourth quarter worth $27,000. Salomon & Ludwin LLC grew its stake in United Rentals by 650.0% in the third quarter. Salomon & Ludwin LLC now owns 30 shares of the construction company's stock valued at $29,000 after purchasing an additional 26 shares in the last quarter. Abich Financial Wealth Management LLC acquired a new position in United Rentals in the 3rd quarter worth about $29,000. Cedar Mountain Advisors LLC purchased a new stake in shares of United Rentals during the 3rd quarter worth about $32,000. Finally, Board of the Pension Protection Fund purchased a new stake in shares of United Rentals during the 4th quarter worth about $32,000. 96.26% of the stock is owned by hedge funds and other institutional investors.

United Rentals Stock Performance

NYSE:URI opened at $975.12 on Monday. The firm's 50-day moving average is $795.43 and its 200-day moving average is $840.56. The company has a market cap of $61.09 billion, a price-to-earnings ratio of 24.88, a PEG ratio of 1.56 and a beta of 1.68. The company has a debt-to-equity ratio of 1.37, a quick ratio of 0.74 and a current ratio of 0.80. United Rentals, Inc. has a 52-week low of $611.93 and a 52-week high of $1,021.47.

United Rentals (NYSE:URI - Get Free Report) last released its earnings results 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). The firm had revenue of $3.99 billion for the quarter, compared to analyst estimates of $4.20 billion. United Rentals had a return on equity of 30.56% and a net margin of 15.32%.The firm's quarterly revenue was up 7.2% compared to the same quarter last year. During the same period last year, the business earned $8.86 earnings per share. Equities research analysts anticipate that United Rentals, Inc. will post 46.68 earnings per share for the current year.

United Rentals Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, May 27th. Stockholders of record on Wednesday, May 13th will be given a dividend of $1.97 per share. The ex-dividend date is Wednesday, May 13th. This represents a $7.88 dividend on an annualized basis and a dividend yield of 0.8%. United Rentals's payout ratio is currently 20.10%.

United Rentals declared that its Board of Directors has approved a share repurchase program on Wednesday, January 28th that allows the company to buyback $5.00 billion in shares. This buyback authorization allows the construction company to buy up to 8.7% of its stock through open market purchases. Stock buyback programs are usually an indication that the company's leadership believes its shares are undervalued.

Key United Rentals News

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

• Positive Sentiment: Q1 beat and higher guidance — URI reported robust Q1 results, beating revenue and (adjusted) EPS expectations and raised full‑year 2026 guidance, which triggered the large share rally. United Rentals Announces Strong First Quarter Results and Raises Full-Year 2026 Guidance
• Positive Sentiment: Demand and margins driving outperformance — Coverage points to stronger large‑project demand, cost controls and fleet productivity as the operational drivers of the beat and improved margin outlook. URI Q1 deep dive: Large project demand and cost controls drive outperformance
• Positive Sentiment: Analyst upgrades lift sentiment — Major brokers raised price targets and ratings (JPMorgan and Robert W. Baird among them), reflecting confidence in upside after the results. Benzinga The Fly
• Positive Sentiment: Management confident on call — The earnings call emphasized continued demand strength and execution, reinforcing the raised outlook. United Rentals’ Earnings Call Signals Confident Growth
• Neutral Sentiment: Market recognition and index spotlight — Coverage notes URI gaining visibility in indexes (Russell 1000) and elevated media attention following the print. How Is United Rentals Gaining Spotlight In The Russell 1000 Index?
• Neutral Sentiment: Dividend declared — URI declared a quarterly dividend (paid late May), a small income element but not a primary driver of the move. Benzinga movers
• Negative Sentiment: Sharp run‑up raises near‑term risk — The stock jumped 20%+ on the print, leaving valuation higher and increasing the chance of profit‑taking and short‑term volatility (which appears to be occurring today). Why United Rentals Stock Jumped More Than 20 Today
• Negative Sentiment: Volume and volatility spike — Trading volume has climbed materially around the print, increasing execution risk for larger positions and the chance of intraday swings. United Rentals stock soars 23 as earnings beat lifts outlook

Wall Street Analyst Weigh In

A number of analysts have weighed in on the company. Robert W. Baird boosted their price target on United Rentals from $970.00 to $1,100.00 and gave the stock an "outperform" rating in a research report on Friday. Royal Bank Of Canada increased their price objective on United Rentals from $1,041.00 to $1,119.00 and gave the company an "outperform" rating in a report on Friday. JPMorgan Chase & Co. boosted their price objective on shares of United Rentals from $850.00 to $1,050.00 and gave the stock an "overweight" rating in a research note on Friday. Truist Financial set a $1,209.00 price objective on United Rentals in a research report on Friday. Finally, Morgan Stanley reaffirmed an "overweight" rating and issued a $1,030.00 target price on shares of United Rentals in a report on Friday. Thirteen analysts have rated the stock with a Buy rating, three have given a Hold rating and one has given a Sell rating to the company. According to MarketBeat.com, the company has a consensus rating of "Moderate Buy" and an average target price of $986.35.

Insider Transactions at United Rentals

In other United Rentals news, EVP Michael D. Durand sold 2,490 shares of United Rentals stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $791.14, for a total transaction of $1,969,938.60. Following the sale, the executive vice president owned 7,458 shares in the company, valued at $5,900,322.12. The trade was a 25.03% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, EVP William E. Grace sold 1,498 shares of the business's stock in a transaction on Tuesday, February 3rd. The shares were sold at an average price of $790.89, for a total transaction 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 trade represents a 17.90% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last three months, insiders have sold 27,304 shares of company stock valued at $26,116,584. Company insiders own 0.47% of the company's stock.

United Rentals Profile

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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