Mirae Asset Global Investments Co. Ltd. Raises Stake in United Rentals, Inc. $URI

Mirae Asset Global Investments Co. Ltd. increased its stake in United Rentals, Inc. (NYSE:URI) by 10.1% in the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 9,910 shares of the construction company’s stock after acquiring an additional 912 shares during the period. Mirae Asset Global Investments Co. Ltd.’s holdings in United Rentals were worth $9,461,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Woodline Partners LP lifted its holdings in United Rentals by 40.0% in the 1st quarter. Woodline Partners LP now owns 5,518 shares of the construction company’s stock worth $3,458,000 after buying an additional 1,577 shares during the period. Patriot Financial Group Insurance Agency LLC raised its holdings in United Rentals by 27.6% in the second 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 bought a new position in shares of United Rentals in the 2nd quarter worth about $83,000. Abacus Planning Group Inc. increased its stake in shares of United Rentals by 10.6% during the second 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, Ascent Group LLC bought a new position in United Rentals during the 2nd quarter valued at approximately $221,000. 96.26% of the stock is currently owned by institutional investors.

United Rentals Trading Down 0.8%

NYSE URI opened at $781.00 on Friday. 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 stock has a market cap of $49.20 billion, a PE ratio of 20.19, a PEG ratio of 1.64 and a beta of 1.69. The company’s 50-day moving average price is $849.61 and its 200-day moving average price is $887.91. 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 posted its quarterly earnings results on Wednesday, January 28th. The construction company reported $11.09 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $11.86 by ($0.77). United Rentals had a return on equity of 30.35% and a net margin of 15.49%.The firm had revenue of $4.21 billion for the quarter, compared to the consensus estimate of $4.24 billion. During the same period in the previous year, the company posted $11.59 EPS. United Rentals’s quarterly revenue was up 2.8% compared to the same quarter last year. Equities research analysts forecast that United Rentals, Inc. will post 44.8 earnings per share for the current year.

United Rentals announced that its board has approved a stock repurchase plan on Wednesday, January 28th that allows the company to repurchase $5.00 billion in outstanding shares. This repurchase authorization allows the construction company to purchase up to 8.7% of its shares through open market purchases. Shares repurchase plans are often a sign that the company’s board of directors believes its shares are undervalued.

United Rentals Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, February 25th. Shareholders of record on Wednesday, February 11th will be issued a $1.97 dividend. This is a boost from United Rentals’s previous quarterly dividend of $1.79. This represents a $7.88 annualized dividend and a yield of 1.0%. The ex-dividend date of this dividend is Wednesday, February 11th. United Rentals’s dividend payout ratio is 18.51%.

Analysts Set New Price Targets

A number of brokerages recently weighed in on URI. JPMorgan Chase & Co. decreased their price objective on shares of United Rentals from $1,150.00 to $970.00 and set an “overweight” rating for the company in a report on Friday. Wells Fargo & Company boosted their price target on United Rentals from $995.00 to $1,071.00 and gave the company an “overweight” rating in a research note on Friday, January 23rd. Barclays cut their price objective 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. Truist Financial set a $972.00 price objective on United Rentals in a research note on Friday. Finally, UBS Group raised shares of United Rentals from a “neutral” rating to a “buy” rating and set a $1,025.00 target price for the company in a report on Sunday, January 4th. Two investment analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus 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 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.