Belpointe Asset Management LLC Grows Position in United Rentals, Inc. $URI

Belpointe Asset Management LLC increased its holdings in United Rentals, Inc. (NYSE:URI) by 217.3% in the third quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 974 shares of the construction company’s stock after purchasing an additional 667 shares during the quarter. Belpointe Asset Management LLC’s holdings in United Rentals were worth $930,000 at the end of the most recent reporting period.

A number of other hedge funds have also made changes to their positions in the company. Woodline Partners LP lifted its holdings in United Rentals by 40.0% in the first quarter. Woodline Partners LP now owns 5,518 shares of the construction company’s stock valued at $3,458,000 after acquiring an additional 1,577 shares during the last quarter. GC Wealth Management RIA LLC purchased a new position in shares of United Rentals in the 2nd quarter valued at about $385,000. Chicago Capital LLC acquired a new stake in shares of United Rentals in the 2nd quarter valued at about $205,000. Cooper Financial Group lifted its position in United Rentals by 1.6% during the 2nd quarter. Cooper Financial Group now owns 807 shares of the construction company’s stock worth $608,000 after acquiring an additional 13 shares during the period. Finally, Precision Wealth Strategies LLC lifted its stake in shares of United Rentals by 5.7% in the 2nd quarter. Precision Wealth Strategies LLC now owns 594 shares of the construction company’s stock worth $448,000 after acquiring an additional 32 shares during the period. Institutional investors and hedge funds own 96.26% of the company’s stock.

Analyst Ratings Changes

URI has been the topic of a number of research analyst reports. Wells Fargo & Company boosted their price objective on shares of United Rentals from $995.00 to $1,071.00 and gave the stock an “overweight” rating in a report on Friday, January 23rd. UBS Group upgraded United Rentals from a “neutral” rating to a “buy” rating and set a $1,025.00 price target for the company in a report on Sunday, January 4th. Royal Bank Of Canada set a $1,123.00 target price on shares of United Rentals in a report on Friday, October 24th. Weiss Ratings restated a “hold (c+)” rating on shares of United Rentals in a research note on Wednesday, January 21st. Finally, Truist Financial lowered their price target on United Rentals from $1,169.00 to $1,045.00 and set a “buy” rating for the company in a report on Thursday, December 18th. Two research analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, United Rentals has a consensus rating of “Moderate Buy” and a consensus target price of $970.76.

United Rentals Stock Down 13.1%

Shares of United Rentals stock opened at $785.14 on Friday. The business has a 50-day moving average price of $850.02 and a 200 day moving average price of $887.49. United Rentals, Inc. has a fifty-two week low of $525.91 and a fifty-two week high of $1,021.47. The firm has a market cap of $49.96 billion, a P/E ratio of 20.30, a P/E/G ratio of 1.88 and a beta of 1.69. The company has a quick ratio of 0.84, a current ratio of 0.90 and a debt-to-equity ratio of 1.40.

United Rentals (NYSE:URI) last released its earnings results on Wednesday, January 28th. The construction company reported $11.09 earnings per share for the quarter, missing the consensus estimate of $11.86 by ($0.77). The business had revenue of $4.21 billion for the quarter, compared to the consensus estimate of $4.24 billion. United Rentals had a net margin of 15.49% and a return on equity of 30.38%. The firm’s revenue for the quarter was up 2.8% on a year-over-year basis. During the same quarter in the previous year, the firm earned $11.59 EPS. On average, sell-side analysts forecast that United Rentals, Inc. will post 44.8 earnings per share for the current fiscal year.

United Rentals Increases Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, February 25th. Investors of record on Wednesday, February 11th will be given a $1.97 dividend. The ex-dividend date is Wednesday, February 11th. This represents a $7.88 annualized dividend and a yield of 1.0%. This is a boost from United Rentals’s previous quarterly dividend of $1.79. United Rentals’s payout ratio is 18.42%.

United Rentals announced that its board has authorized a share repurchase program on Wednesday, January 28th that permits the company to repurchase $5.00 billion in shares. This repurchase authorization permits the construction company to purchase up to 8.7% of its stock through open market purchases. Stock repurchase programs are typically a sign that the company’s board of directors believes its stock is undervalued.

Key United Rentals News

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

• Positive Sentiment: Board approved a large buyback authorization — management authorized a $5.0 billion repurchase program (about 8.7% of shares), which supports share price over time and signals confidence from the board. RTT News – Stock Buybacks
• Positive Sentiment: Dividend increased 10% — the board raised the quarterly cash dividend to $1.97/share (payable Feb 25, ex‑div Feb 11), a signal of durable free cash flow and support for income investors. Press Release — Dividend Increase
• Neutral Sentiment: Company reported record 2025 results and set FY2026 guidance — management reiterated outlook with revenue guidance of $16.8–$17.3B (consensus ~ $17.1B), which is roughly in line with expectations but not clearly bullish. TipRanks — Record 2025 Results
• Neutral Sentiment: Investor materials and slide deck available — management provided the earnings presentation and call transcript for detail; useful for modeling fleet growth, utilization and capex. Earnings Presentation
• Negative Sentiment: Q4 EPS and revenue missed estimates — EPS was $11.09 vs. consensus ~$11.86 and revenue was $4.21B vs. ~$4.24B; EPS also declined from $11.59 a year ago, signaling margin pressure. Earnings Call Transcript
• Negative Sentiment: Market reaction focused on short‑term disappointment — coverage and market commentary highlight the Q4 miss as the proximate cause of the sharp selloff (weakness amplified by high trading volume). Fool — Why URI Is Plummeting
• Negative Sentiment: Revenue growth slowed and margins under pressure — revenue was up only ~2.8% YoY and net margin/readouts in the call pointed to cost and utilization headwinds that could weigh on near‑term profitability. Zacks — Q4 Miss & Dividend Hike

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.