United Rentals, Inc. $URI Shares Sold by Bank of New York Mellon Corp

Bank of New York Mellon Corp lowered its position in shares of United Rentals, Inc. (NYSE:URI) by 0.4% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 372,351 shares of the construction company’s stock after selling 1,519 shares during the period. Bank of New York Mellon Corp owned approximately 0.59% of United Rentals worth $355,469,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also recently added to or reduced their stakes in the company. Woodline Partners LP raised its position 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 purchasing an additional 1,577 shares during the period. GC Wealth Management RIA LLC acquired a new stake in shares of United Rentals during the 2nd quarter worth about $385,000. Chicago Capital LLC purchased a new stake in United Rentals in the 2nd quarter valued at about $205,000. Cooper Financial Group lifted its position in United Rentals by 1.6% in the second quarter. Cooper Financial Group now owns 807 shares of the construction company’s stock valued at $608,000 after buying an additional 13 shares during the last quarter. Finally, Precision Wealth Strategies LLC boosted its stake in United Rentals by 5.7% during the second quarter. Precision Wealth Strategies LLC now owns 594 shares of the construction company’s stock worth $448,000 after buying an additional 32 shares during the period. 96.26% of the stock is currently owned by institutional investors and hedge funds.

United Rentals Trading Down 13.1%

NYSE URI opened at $785.14 on Friday. United Rentals, Inc. has a 52 week low of $525.91 and a 52 week high of $1,021.47. The firm has a 50 day moving average of $850.02 and a two-hundred day moving average of $887.49. The company has a quick ratio of 0.84, a current ratio of 0.90 and a debt-to-equity ratio of 1.40. The stock has a market capitalization of $49.96 billion, a PE ratio of 20.30, a price-to-earnings-growth ratio of 1.88 and a beta of 1.69.

United Rentals (NYSE:URI) last released its quarterly earnings data on Wednesday, January 28th. The construction company reported $11.09 EPS for the quarter, missing analysts’ consensus estimates of $11.86 by ($0.77). The business had revenue of $4.21 billion during the quarter, compared to analysts’ expectations of $4.24 billion. United Rentals had a net margin of 15.49% and a return on equity of 30.38%. The company’s revenue was up 2.8% compared to the same quarter last year. During the same quarter in the previous year, the company posted $11.59 EPS. As a group, research analysts expect that United Rentals, Inc. will post 44.8 EPS for the current fiscal year.

United Rentals announced that its board has approved a share 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 reacquire up to 8.7% of its stock through open market purchases. Stock buyback programs are usually a sign that the company’s board believes its shares are undervalued.

United Rentals Increases Dividend

The business also recently announced a quarterly dividend, which will be paid on Wednesday, February 25th. Stockholders of record on Wednesday, February 11th will be issued a $1.97 dividend. This represents a $7.88 annualized dividend and a dividend yield of 1.0%. The ex-dividend date is Wednesday, February 11th. This is a positive change from United Rentals’s previous quarterly dividend of $1.79. United Rentals’s dividend payout ratio (DPR) is currently 18.42%.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently issued reports on URI shares. Wells Fargo & Company boosted their price target on shares of United Rentals from $995.00 to $1,071.00 and gave the company an “overweight” rating in a research note on Friday, January 23rd. Citigroup raised their price target on United Rentals from $950.00 to $1,090.00 and gave the stock a “buy” rating in a research report on Tuesday, January 13th. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of United Rentals in a research note on Wednesday, January 21st. UBS Group raised United Rentals from a “neutral” rating to a “buy” rating and set a $1,025.00 target price on the stock in a research note on Sunday, January 4th. Finally, Barclays dropped their target price on United Rentals from $620.00 to $600.00 and set an “underweight” rating for the company in a research report on Monday, October 20th. Two research analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating, three have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, United Rentals has a consensus rating of “Moderate Buy” and a consensus price target of $970.76.

United Rentals News Roundup

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.