United Rentals, Inc. $URI Shares Sold by New York State Common Retirement Fund

New York State Common Retirement Fund lessened its position in shares of United Rentals, Inc. (NYSE:URI) by 3.5% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 44,350 shares of the construction company’s stock after selling 1,600 shares during the quarter. New York State Common Retirement Fund owned approximately 0.07% of United Rentals worth $42,339,000 at the end of the most recent quarter.

Several other institutional investors have also recently modified their holdings of the stock. Optas LLC lifted its stake in shares of United Rentals by 0.9% during the 3rd quarter. Optas LLC now owns 1,174 shares of the construction company’s stock worth $1,121,000 after purchasing an additional 10 shares during the period. CreativeOne Wealth LLC lifted its stake in shares of United Rentals by 0.5% in the 2nd quarter. CreativeOne Wealth LLC now owns 2,283 shares of the construction company’s stock valued at $1,720,000 after purchasing an additional 11 shares in the last quarter. Great Valley Advisor Group Inc. grew its stake in United Rentals by 2.9% during the second quarter. Great Valley Advisor Group Inc. now owns 387 shares of the construction company’s stock worth $292,000 after buying an additional 11 shares during the period. OFI Invest Asset Management increased its holdings in United Rentals by 6.7% in the 3rd quarter. OFI Invest Asset Management now owns 175 shares of the construction company’s stock valued at $167,000 after purchasing an additional 11 shares in the last quarter. Finally, Bank of Jackson Hole Trust raised its position in United Rentals by 12.0% in the second quarter. Bank of Jackson Hole Trust now owns 112 shares of the construction company’s stock valued at $84,000 after purchasing an additional 12 shares during the period. 96.26% of the stock is currently owned by institutional investors and hedge funds.

United Rentals Trading Down 0.8%

United Rentals stock opened at $781.00 on Friday. The company’s fifty day moving average price is $849.61 and its two-hundred day moving average price is $887.29. The company has a debt-to-equity ratio of 1.41, a current ratio of 0.94 and a quick ratio of 0.84. United Rentals, Inc. has a one year low of $525.91 and a one year high of $1,021.47. The company 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.

United Rentals (NYSE:URI) last announced 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). United Rentals had a return on equity of 30.35% and a net margin of 15.49%.The company had revenue of $4.21 billion during the quarter, compared to analyst estimates of $4.24 billion. During the same quarter in the previous year, the business posted $11.59 EPS. The company’s revenue was up 2.8% on a year-over-year basis. On average, analysts forecast that United Rentals, Inc. will post 44.8 earnings per share for the current fiscal year.

United Rentals announced that its board has approved a share repurchase plan on Wednesday, January 28th that authorizes the company to repurchase $5.00 billion in shares. This repurchase authorization authorizes the construction company to buy up to 8.7% of its stock through open market purchases. Stock repurchase plans are typically a sign that the company’s management believes its stock is 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 given 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 currently 20.37%.

Analyst Upgrades and Downgrades

Several brokerages have recently weighed in on URI. JPMorgan Chase & Co. lowered their target price on United Rentals from $1,150.00 to $970.00 and set an “overweight” rating for the company in a research note on Friday. Sanford C. Bernstein set a $965.00 target price on shares of United Rentals in a report on Friday. Weiss Ratings reiterated a “hold (c+)” rating on shares of United Rentals in a research note on Wednesday, January 21st. KeyCorp set a $950.00 price objective on United Rentals in a report on Friday. Finally, Barclays decreased their target price 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. Two analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, three have given a Hold rating and one has given a Sell rating to the stock. According to MarketBeat.com, the stock presently has an average rating of “Moderate Buy” and an average price target of $933.82.

United Rentals News Roundup

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 Company 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.