United Rentals, Inc. $URI Shares Bought by Caprock Group LLC

Caprock Group LLC boosted its position in shares of United Rentals, Inc. (NYSE:URI) by 14.6% in the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 6,676 shares of the construction company’s stock after acquiring an additional 848 shares during the period. Caprock Group LLC’s holdings in United Rentals were worth $5,403,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Salomon & Ludwin LLC grew its holdings in United Rentals by 650.0% during the 3rd quarter. Salomon & Ludwin LLC now owns 30 shares of the construction company’s stock worth $29,000 after acquiring an additional 26 shares in the last quarter. Abich Financial Wealth Management LLC acquired a new position in United Rentals during the 3rd quarter worth approximately $29,000. Aventura Private Wealth LLC acquired a new position in United Rentals during the 4th quarter worth approximately $27,000. Cedar Mountain Advisors LLC acquired a new position in United Rentals during the 3rd quarter worth approximately $32,000. Finally, KERR FINANCIAL PLANNING Corp purchased a new position in United Rentals in the third quarter valued at approximately $35,000. Institutional investors and hedge funds own 96.26% of the company’s stock.

United Rentals News Roundup

Here are the key news stories impacting United Rentals this week:

• Positive Sentiment: Record Q1 results and raised 2026 outlook: United Rentals said it delivered record first‑quarter results and lifted full‑year guidance for revenue and adjusted EBITDA, a primary reason for the initial strong market reaction. United Rentals Posts Record Q1 Results, Raises 2026 Outlook
• Positive Sentiment: Solid underlying operating metrics: Q1 total revenue was about $3.99B (rental revenue $3.419B, rental revenue +8.7% YoY) and adjusted EPS reported at $9.71 — better than some estimates and supporting the upbeat guidance. United Rentals (URI) Beats Q1 Earnings and Revenue Estimates
• Positive Sentiment: Aggressive capital returns and buyback program: URI returned ~$500M in the quarter (≈$375M repurchases, $125M dividends) and announced a new $5.0B repurchase authorization — supportive for EPS and shareholder returns. United Rentals surges 14.7% as Q1 results beat expectations and 2026 outlook rises
• Neutral Sentiment: Dividend declared: URI announced a $1.97 quarterly dividend (record May 13, payable May 27), implying ~1.0% yield — incremental cash return but modest yield.
• Neutral Sentiment: Positive analyst backdrop but mixed expectations: Several firms maintain Buy/Overweight ratings and the median price target remains above the current level (around $1,022), which supports medium‑term upside but contrasts with short‑term volatility. Analyst Ratings and Price Targets
• Negative Sentiment: Some headlines show misses versus consensus: certain aggregates (published consensus EPS and revenue) were higher than the company’s reported numbers, prompting questions from investors and contributing to mixed intraday reactions. Press Release / Slide Deck
• Negative Sentiment: Recent insider selling noted: disclosure of executive stock sales has been flagged by data aggregators, which can temper sentiment even amid buybacks. Insider Trading Details

Insider Buying and Selling at United Rentals

In related news, EVP William E. Grace sold 1,498 shares of the company’s stock in a transaction on Tuesday, February 3rd. The shares were sold at an average price of $790.89, for a total value of $1,184,753.22. Following the completion of the sale, the executive vice president owned 6,872 shares in the company, valued at $5,434,996.08. This represents a 17.90% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through the SEC website. Also, EVP Michael D. Durand sold 2,490 shares of the company’s stock in a transaction on Monday, February 2nd. The shares were sold at an average price of $791.14, for a total transaction of $1,969,938.60. Following the completion of the sale, the executive vice president owned 7,458 shares of the company’s stock, valued at approximately $5,900,322.12. This trade represents a 25.03% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.47% of the stock is owned by corporate insiders.

Wall Street Analysts Forecast Growth

A number of analysts have weighed in on URI shares. Royal Bank Of Canada cut 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 report on Friday, January 30th. JPMorgan Chase & Co. dropped their target price on shares of United Rentals from $970.00 to $850.00 and set an “overweight” rating on the stock in a research report on Friday, April 10th. Truist Financial set a $972.00 target price on shares of United Rentals in a research report on Friday, January 30th. UBS Group raised shares of United Rentals from a “neutral” rating to a “buy” rating and set a $1,025.00 target price on the stock in a research report on Sunday, January 4th. Finally, KeyCorp set a $950.00 target price on shares of United Rentals in a research report on Friday, January 30th. 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 assigned a Sell rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $914.88.

United Rentals Trading Down 0.3%

NYSE URI opened at $803.41 on Thursday. The company has a debt-to-equity ratio of 1.41, a current ratio of 0.94 and a quick ratio of 0.88. The firm’s fifty day moving average price is $790.94 and its 200 day moving average price is $841.72. The company has a market capitalization of $50.53 billion, a price-to-earnings ratio of 20.77, a price-to-earnings-growth ratio of 1.30 and a beta of 1.68. United Rentals, Inc. has a 12 month low of $588.35 and a 12 month high of $1,021.47.

United Rentals (NYSE:URI) last posted its earnings results on Wednesday, April 22nd. The construction company reported $9.71 EPS for the quarter, missing analysts’ consensus estimates of $11.47 by ($1.76). The company had revenue of $3.99 billion during the quarter, compared to analysts’ expectations of $4.20 billion. United Rentals had a net margin of 15.49% and a return on equity of 30.35%. The company’s quarterly revenue was up 7.2% on a year-over-year basis. During the same period last year, the business earned $8.86 earnings per share. On average, sell-side analysts expect that United Rentals, Inc. will post 46.6 earnings per share for the current fiscal 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 shares. This repurchase authorization allows the construction company to reacquire up to 8.7% of its stock through open market purchases. Stock repurchase plans are generally an indication that the company’s board of directors believes its shares are undervalued.

United Rentals Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, May 27th. Investors of record on Wednesday, May 13th will be given a $1.97 dividend. The ex-dividend date is Wednesday, May 13th. This represents a $7.88 annualized dividend and a yield of 1.0%. United Rentals’s dividend payout ratio is 20.37%.

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.