Federated Hermes Inc. Has $26.04 Million Position in United Rentals, Inc. $URI

Federated Hermes Inc. reduced its holdings in United Rentals, Inc. (NYSE:URI) by 18.2% during the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 27,272 shares of the construction company’s stock after selling 6,060 shares during the period. Federated Hermes Inc.’s holdings in United Rentals were worth $26,035,000 as of its most recent SEC filing.

Several other hedge funds also recently modified their holdings of the business. Salomon & Ludwin LLC grew its position in United Rentals by 650.0% in the 3rd 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. Cedar Mountain Advisors LLC bought a new position in United Rentals in the third quarter worth $32,000. Loomis Sayles & Co. L P acquired a new stake in United Rentals during the second quarter worth $28,000. Steigerwald Gordon & Koch Inc. bought a new stake in United Rentals in the 3rd quarter valued at $40,000. Finally, Frazier Financial Advisors LLC raised its stake in shares of United Rentals by 250.0% in the 3rd quarter. Frazier Financial Advisors LLC now owns 42 shares of the construction company’s stock valued at $40,000 after buying an additional 30 shares in the last quarter. 96.26% of the stock is owned by institutional investors.

United Rentals Price Performance

Shares of URI stock opened at $781.00 on Friday. United Rentals, Inc. has a 1 year low of $525.91 and a 1 year high of $1,021.47. The firm’s 50 day moving average is $849.61 and its 200-day moving average is $887.29. The firm has a market capitalization of $49.70 billion, a price-to-earnings ratio of 20.19, a PEG ratio of 1.64 and a beta of 1.69. The company has a current ratio of 0.94, a quick ratio of 0.84 and a debt-to-equity ratio of 1.41.

United Rentals (NYSE:URI) last posted its quarterly earnings data on Wednesday, January 28th. The construction company reported $11.09 earnings per share (EPS) for the quarter, missing the consensus estimate of $11.86 by ($0.77). The firm had revenue of $4.21 billion for the quarter, compared to analyst estimates of $4.24 billion. United Rentals had a return on equity of 30.35% and a net margin of 15.49%.The firm’s quarterly revenue was up 2.8% compared to the same quarter last year. During the same period in the prior year, the company posted $11.59 EPS. Sell-side analysts forecast that United Rentals, Inc. will post 44.8 EPS 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 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 yield of 1.0%. United Rentals’s dividend payout ratio is 20.37%.

United Rentals announced that its Board of Directors has approved a stock 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 generally an indication that the company’s board of directors believes its shares are undervalued.

Analyst Ratings Changes

Several research firms recently issued reports on URI. Barclays dropped their price target on shares of United Rentals from $620.00 to $600.00 and set an “underweight” rating for the company in a research report on Monday, October 20th. Citigroup raised their target price 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 reiterated a “hold (c+)” rating on shares of United Rentals in a research report on Wednesday, January 21st. JPMorgan Chase & Co. cut their price objective on United Rentals from $1,150.00 to $970.00 and set an “overweight” rating for the company in a 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 assigned a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $933.82.

Key Stories Impacting United Rentals

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

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.