Insider Selling: United Rentals (NYSE:URI) CEO Sells 22,768 Shares of Stock

Key Points

• United Rentals CEO Matthew Flannery sold 22,768 shares on April 24 at an average price of $984.98 for about $22.43 million, cutting his ownership by 18.55% to 99,980 shares (SEC filing).
• The company reported quarterly EPS of $9.71 and revenue of $3.99 billion—below consensus—while the stock saw elevated volume and intraday weakness, yet United Rentals announced a $5.0 billion share repurchase and a $1.97 quarterly dividend and received multiple analyst price‑target upgrades leaving a consensus "Moderate Buy."

United Rentals, Inc. (NYSE:URI - Get Free Report) CEO Matthew John Flannery sold 22,768 shares of the firm's stock in a transaction on Friday, April 24th. The stock was sold at an average price of $984.98, for a total value of $22,426,024.64. Following the transaction, the chief executive officer owned 99,980 shares of the company's stock, valued at approximately $98,478,300.40. This represents a 18.55% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link.

United Rentals Trading Down 1.2%

Shares of URI traded down $11.66 during midday trading on Friday, hitting $975.12. 1,043,610 shares of the stock were exchanged, compared to its average volume of 668,154. United Rentals, Inc. has a 52-week low of $611.93 and a 52-week high of $1,021.47. The stock has a fifty day simple moving average of $793.30 and a 200 day simple moving average of $842.73. The firm has a market cap of $61.33 billion, a P/E ratio of 24.88, a P/E/G ratio of 1.30 and a beta of 1.68. The company has a debt-to-equity ratio of 1.41, a quick ratio of 0.88 and a current ratio of 0.94.

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

United Rentals Dividend Announcement

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, May 27th. Stockholders of record on Wednesday, May 13th will be paid a $1.97 dividend. This represents a $7.88 annualized dividend and a dividend yield of 0.8%. The ex-dividend date is Wednesday, May 13th. United Rentals's dividend payout ratio (DPR) is presently 20.37%.

United Rentals announced that its Board of Directors has initiated a stock repurchase plan on Wednesday, January 28th that authorizes the company to repurchase $5.00 billion in outstanding shares. This repurchase authorization authorizes the construction company to repurchase up to 8.7% of its stock through open market purchases. Stock repurchase plans are usually an indication that the company's management believes its shares are undervalued.

Wall Street Analyst Weigh In

URI has been the topic of several analyst reports. 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 research note on Friday. JPMorgan Chase & Co. raised their price target on United Rentals from $850.00 to $1,050.00 and gave the company an "overweight" rating in a research note on Friday. Citigroup raised their price target on United Rentals from $950.00 to $1,130.00 and gave the company a "buy" rating in a research note on Friday. Weiss Ratings restated a "hold (c+)" rating on shares of United Rentals in a research note on Monday. Finally, KeyCorp raised their price target on United Rentals from $950.00 to $1,150.00 and gave the company an "overweight" rating in a research note on Friday. One research analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat, the company currently has a consensus rating of "Moderate Buy" and a consensus target price of $979.59.

Hedge Funds Weigh In On United Rentals

Several hedge funds have recently made changes to their positions in URI. Aventura Private Wealth LLC purchased a new position in shares of United Rentals during the fourth quarter worth about $27,000. Core Wealth Advisors LLC purchased a new position in shares of United Rentals during the fourth quarter worth about $28,000. MV Capital Management Inc. purchased a new position in shares of United Rentals during the fourth quarter worth about $28,000. Salomon & Ludwin LLC grew its holdings in shares of United Rentals by 650.0% during the third quarter. Salomon & Ludwin LLC now owns 30 shares of the construction company's stock worth $29,000 after purchasing an additional 26 shares during the last quarter. Finally, Abich Financial Wealth Management LLC purchased a new position in shares of United Rentals during the third quarter worth about $29,000. Hedge funds and other institutional investors own 96.26% of the company's stock.

United Rentals News Summary

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

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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