AlphaQuest LLC Has $2.03 Million Stock Holdings in United Rentals, Inc. $URI

Posted by Defense World Staff on Jan 31st, 2026

AlphaQuest LLC raised its stake in shares of United Rentals, Inc. (NYSE:URI – Free Report) by 176.0% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,125 shares of the construction company’s stock after buying an additional 1,355 shares during the period. AlphaQuest LLC’s holdings in United Rentals were worth $2,029,000 at the end of the most recent quarter.

Other institutional investors have also recently bought and sold shares of the company. Vanguard Group Inc. boosted its stake in United Rentals by 1.0% during the 2nd quarter. Vanguard Group Inc. now owns 7,494,303 shares of the construction company’s stock valued at $5,646,208,000 after purchasing an additional 72,267 shares during the period. JPMorgan Chase & Co. raised its stake in shares of United Rentals by 71.3% in the second quarter. JPMorgan Chase & Co. now owns 1,874,127 shares of the construction company’s stock valued at $1,411,968,000 after purchasing an additional 780,322 shares in the last quarter. Franklin Resources Inc. lifted its position in United Rentals by 6.1% in the second quarter. Franklin Resources Inc. now owns 1,231,108 shares of the construction company’s stock worth $927,517,000 after purchasing an additional 70,870 shares during the period. Alliancebernstein L.P. lifted its position in United Rentals by 3.7% in the second quarter. Alliancebernstein L.P. now owns 1,030,232 shares of the construction company’s stock worth $776,177,000 after purchasing an additional 36,991 shares during the period. Finally, Norges Bank acquired a new stake in United Rentals during the second quarter worth $776,102,000. Institutional investors own 96.26% of the company’s stock.

United Rentals Trading Down 0.8%

Shares of NYSE URI opened at $781.00 on Friday. United Rentals, Inc. has a twelve month low of $525.91 and a twelve month high of $1,021.47. The stock has a market cap of $49.70 billion, a price-to-earnings ratio of 20.19, a P/E/G ratio of 1.64 and a beta of 1.69. The company has a quick ratio of 0.84, a current ratio of 0.94 and a debt-to-equity ratio of 1.41. The company’s fifty day moving average is $849.61 and its 200-day moving average is $887.29.

United Rentals (NYSE:URI – Get Free Report) last issued its quarterly earnings data on Wednesday, January 28th. The construction company reported $11.09 EPS for the quarter, missing the consensus estimate of $11.86 by ($0.77). United Rentals had a return on equity of 30.35% and a net margin of 15.49%.The business had revenue of $4.21 billion for the quarter, compared to analyst estimates of $4.24 billion. During the same period in the previous year, the business posted $11.59 EPS. The business’s quarterly revenue was up 2.8% compared to the same quarter last year. Equities research analysts predict that United Rentals, Inc. will post 44.8 EPS for the current year.

United Rentals Increases Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Wednesday, February 25th. Investors of record on Wednesday, February 11th will be issued a dividend of $1.97 per share. The ex-dividend date is Wednesday, February 11th. This is a positive change from United Rentals’s previous quarterly dividend of $1.79. This represents a $7.88 dividend on an annualized basis and a dividend yield of 1.0%. United Rentals’s dividend payout ratio (DPR) is 20.37%.

United Rentals announced that its Board of Directors has approved a share repurchase plan on Wednesday, January 28th that permits the company to repurchase $5.00 billion in shares. This repurchase authorization permits the construction company to buy up to 8.7% of its stock through open market purchases. Stock repurchase plans are typically an indication that the company’s board of directors believes its stock is undervalued.

United Rentals News Summary

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

Positive Sentiment: Board authorizes a $5.0 billion share repurchase program (about 8.7% of shares) and announced plans to return roughly $2 billion to shareholders, a sign management thinks the stock is undervalued. United Rentals Announces Fourth Quarter and Full-Year1 2025 Results…
Positive Sentiment: Quarterly dividend raised ~10% to $1.97 (annualized yield ~1.0%), supporting cash-return narrative alongside the buyback. United Rentals’ Q4 Earnings & Revenues Miss, Dividend Hiked by 10%
Neutral Sentiment: Updated FY2026 revenue guidance range of $16.8B–$17.3B lines up with consensus at the midpoint but leaves room for variability; investors will watch execution and margin trajectory. Here’s What Key Metrics Tell Us About United Rentals (URI) Q4 Earnings
Neutral Sentiment: JPMorgan trimmed its price target from $1,150 to $970 but kept an Overweight rating — a cut that tempers enthusiasm but still implies meaningful upside from current levels. Benzinga
Negative Sentiment: Q4 EPS of $11.09 missed estimates (~$11.8) and revenue slightly trailed expectations; investors sold on the results and margin concerns. Why United Rentals Stock Is Plummeting Today
Negative Sentiment: Coverage commentary and press pieces highlight the stock’s near-term drop (Fool: “plunged by nearly 15% this week”) as investors digest weaker-than-expected quarter and margin commentary. Why United Rentals Stock Plunged by Nearly 15% This Week
Negative Sentiment: Company disclosed a new Technology-category risk around expanding AI integration, raising strategic and regulatory risk considerations for the business. United Rentals Faces Heightened Strategic and Regulatory Risks as AI Integration Expands

Analysts Set New Price Targets

URI has been the subject of a number of analyst reports. UBS Group upgraded shares of United Rentals from a “neutral” rating to a “buy” rating and set a $1,025.00 price target for the company in a research note on Sunday, January 4th. KeyCorp set a $950.00 price objective on United Rentals in a research note on Friday. Royal Bank Of Canada reduced their price target on shares of United Rentals from $1,123.00 to $1,041.00 and set an “outperform” rating on the stock in a research report on Friday. Robert W. Baird set a $970.00 price objective on United Rentals in a research report on Friday. Finally, Sanford C. Bernstein set a $965.00 target price on shares of United Rentals in a research note on Friday. Two investment 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 assigned a Sell rating to the stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and an average price target of $933.82.

Check Out Our Latest Research Report on URI

United Rentals Company Profile

(Free Report)

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.