AustralianSuper Pty Ltd Sells 26,170 Shares of United Rentals, Inc. $URI

AustralianSuper Pty Ltd reduced its position in shares of United Rentals, Inc. (NYSE:URI) by 64.3% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 14,557 shares of the construction company’s stock after selling 26,170 shares during the period. AustralianSuper Pty Ltd’s holdings in United Rentals were worth $13,897,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. Vanguard Group Inc. increased its stake in United Rentals by 1.0% in the 2nd quarter. Vanguard Group Inc. now owns 7,494,303 shares of the construction company’s stock valued at $5,646,208,000 after buying an additional 72,267 shares during the last quarter. JPMorgan Chase & Co. grew its holdings in shares of United Rentals by 71.3% in the second quarter. JPMorgan Chase & Co. now owns 1,874,127 shares of the construction company’s stock valued at $1,411,968,000 after acquiring an additional 780,322 shares in the last quarter. Franklin Resources Inc. increased its position in shares of United Rentals by 6.1% during the second quarter. Franklin Resources Inc. now owns 1,231,108 shares of the construction company’s stock valued at $927,517,000 after acquiring an additional 70,870 shares during the last quarter. Alliancebernstein L.P. lifted its holdings in United Rentals by 3.7% during the second quarter. Alliancebernstein L.P. now owns 1,030,232 shares of the construction company’s stock worth $776,177,000 after acquiring an additional 36,991 shares during the period. Finally, Norges Bank purchased a new position in United Rentals in the second quarter worth $776,102,000. 96.26% of the stock is owned by institutional investors.

United Rentals News Roundup

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

• Positive Sentiment: Board approved a large buyback authorization — management authorized a $5.0 billion repurchase program (about 8.7% of shares), which supports share price over time and signals confidence from the board. RTT News – Stock Buybacks
• Positive Sentiment: Dividend increased 10% — the board raised the quarterly cash dividend to $1.97/share (payable Feb 25, ex‑div Feb 11), a signal of durable free cash flow and support for income investors. Press Release — Dividend Increase
• Neutral Sentiment: Company reported record 2025 results and set FY2026 guidance — management reiterated outlook with revenue guidance of $16.8–$17.3B (consensus ~ $17.1B), which is roughly in line with expectations but not clearly bullish. TipRanks — Record 2025 Results
• Neutral Sentiment: Investor materials and slide deck available — management provided the earnings presentation and call transcript for detail; useful for modeling fleet growth, utilization and capex. Earnings Presentation
• Negative Sentiment: Q4 EPS and revenue missed estimates — EPS was $11.09 vs. consensus ~$11.86 and revenue was $4.21B vs. ~$4.24B; EPS also declined from $11.59 a year ago, signaling margin pressure. Earnings Call Transcript
• Negative Sentiment: Market reaction focused on short‑term disappointment — coverage and market commentary highlight the Q4 miss as the proximate cause of the sharp selloff (weakness amplified by high trading volume). Fool — Why URI Is Plummeting
• Negative Sentiment: Revenue growth slowed and margins under pressure — revenue was up only ~2.8% YoY and net margin/readouts in the call pointed to cost and utilization headwinds that could weigh on near‑term profitability. Zacks — Q4 Miss & Dividend Hike

United Rentals Price Performance

URI opened at $785.14 on Friday. The company has a market capitalization of $49.96 billion, a price-to-earnings ratio of 20.30, a PEG ratio of 1.88 and a beta of 1.69. The company has a quick ratio of 0.84, a current ratio of 0.90 and a debt-to-equity ratio of 1.40. The firm has a 50-day moving average price of $850.02 and a 200-day moving average price of $887.49. 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 announced its quarterly 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 business had revenue of $4.21 billion for the quarter, compared to analysts’ expectations of $4.24 billion. United Rentals had a net margin of 15.49% and a return on equity of 30.38%. The business’s quarterly revenue was up 2.8% compared to the same quarter last year. During the same quarter in the previous year, the company posted $11.59 earnings per share. Equities analysts expect that United Rentals, Inc. will post 44.8 EPS for the current year.

United Rentals announced that its Board of Directors has initiated a share repurchase program on Wednesday, January 28th that authorizes the company to buyback $5.00 billion in outstanding shares. This buyback authorization authorizes the construction company to buy up to 8.7% of its shares through open market purchases. Shares buyback programs are often a sign that the company’s board believes its stock is undervalued.

United Rentals Increases Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, February 25th. Stockholders 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 is an increase 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 is 18.42%.

Wall Street Analysts Forecast Growth

Several brokerages have recently issued reports on URI. Weiss Ratings reaffirmed a “hold (c+)” rating on shares of United Rentals in a research report on Wednesday, January 21st. Royal Bank Of Canada set a $1,123.00 price objective on shares of United Rentals in a report on Friday, October 24th. Wells Fargo & Company boosted their target price on shares of United Rentals from $995.00 to $1,071.00 and gave the company an “overweight” rating in a research note on Friday, January 23rd. KeyCorp reissued an “overweight” rating on shares of United Rentals in a research report on Wednesday, December 3rd. Finally, UBS Group upgraded shares of United Rentals from a “neutral” rating to a “buy” rating and set a $1,025.00 price target for the company in a research note on Sunday, January 4th. Two research 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 issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $970.76.

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.