TD Waterhouse Canada Inc. Buys 2,428 Shares of United Rentals, Inc. $URI

TD Waterhouse Canada Inc. increased its stake in United Rentals, Inc. (NYSE:URI) by 73.3% during the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 5,740 shares of the construction company’s stock after buying an additional 2,428 shares during the period. TD Waterhouse Canada Inc.’s holdings in United Rentals were worth $5,533,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also added to or reduced their stakes in the company. Woodline Partners LP grew its stake in shares of United Rentals by 40.0% in the first quarter. Woodline Partners LP now owns 5,518 shares of the construction company’s stock worth $3,458,000 after acquiring an additional 1,577 shares during the last quarter. Patriot Financial Group Insurance Agency LLC boosted its stake in United Rentals by 27.6% in the 2nd quarter. Patriot Financial Group Insurance Agency LLC now owns 1,165 shares of the construction company’s stock worth $878,000 after purchasing an additional 252 shares in the last quarter. Hilltop National Bank purchased a new stake in United Rentals during the 2nd quarter valued at about $83,000. Abacus Planning Group Inc. increased its stake in United Rentals by 10.6% during the 2nd quarter. Abacus Planning Group Inc. now owns 376 shares of the construction company’s stock valued at $283,000 after purchasing an additional 36 shares in the last quarter. Finally, Hudson Edge Investment Partners Inc. raised its holdings in United Rentals by 9.0% in the second quarter. Hudson Edge Investment Partners Inc. now owns 10,785 shares of the construction company’s stock worth $8,125,000 after buying an additional 887 shares during the last quarter. Hedge funds and other institutional investors own 96.26% of the company’s stock.

United Rentals Stock Performance

URI opened at $781.00 on Friday. The company’s 50 day moving average is $849.61 and its 200 day moving average is $887.29. The company has a current ratio of 0.94, a quick ratio of 0.84 and a debt-to-equity ratio of 1.41. The company has a market cap of $49.70 billion, a price-to-earnings ratio of 20.19, a PEG ratio of 1.64 and a beta of 1.69. United Rentals, Inc. has a 12-month low of $525.91 and a 12-month high of $1,021.47.

United Rentals (NYSE:URI) last announced its earnings results on Wednesday, January 28th. The construction company reported $11.09 EPS for the quarter, missing analysts’ consensus estimates of $11.86 by ($0.77). United Rentals had a net margin of 15.49% and a return on equity of 30.35%. The business had revenue of $4.21 billion for the quarter, compared to analysts’ expectations of $4.24 billion. During the same period in the prior year, the company posted $11.59 earnings per share. The firm’s quarterly revenue was up 2.8% on a year-over-year basis. On average, equities research analysts predict that United Rentals, Inc. will post 44.8 EPS for the current year.

United Rentals declared that its board has approved a stock repurchase program on Wednesday, January 28th that authorizes the company to repurchase $5.00 billion in outstanding shares. This repurchase authorization authorizes the construction company to buy up to 8.7% of its shares through open market purchases. Shares repurchase programs are typically a sign that the company’s leadership 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. Investors of record on Wednesday, February 11th will be issued a $1.97 dividend. The ex-dividend date of this dividend is Wednesday, February 11th. This represents a $7.88 dividend on an annualized basis and a yield of 1.0%. This is an increase from United Rentals’s previous quarterly dividend of $1.79. United Rentals’s payout ratio is 20.37%.

Analyst Ratings Changes

A number of equities research analysts have recently commented on URI shares. Royal Bank Of Canada cut 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 report on Friday. KeyCorp set a $950.00 target price on United Rentals in a research note on Friday. Robert W. Baird set a $970.00 target price on United Rentals in a report on Friday. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of United Rentals in a report on Wednesday, January 21st. Finally, Sanford C. Bernstein set a $965.00 price objective on United Rentals in a research report on Friday. 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 company’s stock. Based on data from MarketBeat, United Rentals has a consensus rating of “Moderate Buy” and a consensus target price of $933.82.

Key United Rentals News

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

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.