National Pension Service Boosts Holdings in United Rentals, Inc. $URI

National Pension Service boosted its position in shares of United Rentals, Inc. (NYSE:URI) by 4.5% during the 3rd quarter, according to its most recent 13F filing with the SEC. The fund owned 103,146 shares of the construction company’s stock after purchasing an additional 4,415 shares during the quarter. National Pension Service owned about 0.16% of United Rentals worth $98,469,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of URI. North Growth Management Ltd. grew its position in shares of United Rentals by 22.2% during the 3rd quarter. North Growth Management Ltd. now owns 11,000 shares of the construction company’s stock valued at $10,189,000 after acquiring an additional 2,000 shares during the period. HB Wealth Management LLC grew its holdings in United Rentals by 37.2% during the third quarter. HB Wealth Management LLC now owns 6,608 shares of the construction company’s stock valued at $6,308,000 after purchasing an additional 1,790 shares during the period. Vaughan Nelson Investment Management L.P. purchased a new stake in United Rentals in the second quarter worth about $152,069,000. OVERSEA CHINESE BANKING Corp Ltd bought a new position in shares of United Rentals in the second quarter worth about $298,000. Finally, Vise Technologies Inc. purchased a new position in shares of United Rentals during the 2nd quarter valued at about $7,514,000. 96.26% of the stock is owned by hedge funds and other institutional investors.

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 Trading Down 0.8%

Shares of United Rentals stock opened at $781.00 on Friday. The firm has a market cap of $49.20 billion, a price-to-earnings ratio of 20.19, a PEG ratio of 1.64 and a beta of 1.69. The business has a 50-day moving average price of $849.61 and a 200-day moving average price of $887.91. The company has a quick ratio of 0.84, a current ratio of 0.94 and a debt-to-equity ratio of 1.41. United Rentals, Inc. has a twelve month low of $525.91 and a twelve month high of $1,021.47.

United Rentals (NYSE:URI) last posted 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). The firm had revenue of $4.21 billion during the quarter, compared to analysts’ expectations of $4.24 billion. United Rentals had a return on equity of 30.35% and a net margin of 15.49%.United Rentals’s quarterly revenue was up 2.8% on a year-over-year basis. During the same quarter in the prior year, the firm posted $11.59 earnings per share. Equities research analysts anticipate that United Rentals, Inc. will post 44.8 EPS for the current fiscal year.

United Rentals Increases Dividend

The firm also recently declared 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. 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 is Wednesday, February 11th. United Rentals’s dividend payout ratio (DPR) is presently 18.51%.

United Rentals announced that its board has authorized a share repurchase program on Wednesday, January 28th that allows the company to repurchase $5.00 billion in outstanding shares. This repurchase authorization allows the construction company to repurchase up to 8.7% of its stock through open market purchases. Stock repurchase programs are generally an indication that the company’s leadership believes its stock is undervalued.

Analyst Upgrades and Downgrades

A number of research firms have commented on URI. KeyCorp set a $950.00 target price on shares of United Rentals in a research note on Friday. Royal Bank Of Canada decreased their price objective 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. Barclays dropped their target price on shares of United Rentals from $620.00 to $600.00 and set an “underweight” rating for the company in a report on Monday, October 20th. Truist Financial set a $972.00 price target on United Rentals in a report on Friday. Finally, Citigroup boosted their price objective on United Rentals from $950.00 to $1,090.00 and gave the company a “buy” rating in a research report on Tuesday, January 13th. Two analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating, three have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $933.82.

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.