Bank of New York Mellon Corp Reduces Position in United Rentals, Inc. $URI

Bank of New York Mellon Corp lowered its position in United Rentals, Inc. (NYSE:URI) by 0.4% in the third quarter, Holdings Channel.com reports. The institutional investor owned 372,351 shares of the construction company’s stock after selling 1,519 shares during the period. Bank of New York Mellon Corp’s holdings in United Rentals were worth $355,469,000 as of its most recent filing with the Securities and Exchange Commission.

Other hedge funds have also modified their holdings of the company. Loomis Sayles & Co. L P purchased a new stake in United Rentals in the 2nd quarter valued at $28,000. Salomon & Ludwin LLC grew its holdings in shares of United Rentals by 650.0% during the third quarter. Salomon & Ludwin LLC now owns 30 shares of the construction company’s stock worth $29,000 after buying an additional 26 shares during the last quarter. Cedar Mountain Advisors LLC purchased a new position in shares of United Rentals during the third quarter worth about $32,000. Trust Co. of Toledo NA OH acquired a new position in United Rentals in the 2nd quarter valued at about $38,000. Finally, Steigerwald Gordon & Koch Inc. purchased a new stake in United Rentals during the 3rd quarter valued at approximately $40,000. 96.26% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Upgrades and Downgrades

A number of research firms have weighed in on URI. Royal Bank Of Canada set a $1,123.00 price objective on United Rentals in a research report on Friday, October 24th. Barclays decreased their price target on 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 dropped their price objective on shares of United Rentals from $1,169.00 to $1,045.00 and set a “buy” rating on the stock in a research note on Thursday, December 18th. Citigroup raised their target price on shares of United Rentals from $950.00 to $1,090.00 and gave the stock a “buy” rating in a research note on Tuesday, January 13th. Finally, Weiss Ratings reiterated a “hold (c+)” rating on shares of United Rentals in a research note on Wednesday, January 21st. Two 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 given a Sell rating to the stock. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus price target of $970.76.

Key United Rentals News

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 Stock Performance

NYSE:URI opened at $785.14 on Friday. The firm’s fifty day simple moving average is $850.02 and its 200-day simple moving average is $887.49. 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 stock has a market cap of $49.96 billion, a PE ratio of 20.30, a price-to-earnings-growth ratio of 1.88 and a beta of 1.69. United Rentals, Inc. has a fifty-two week low of $525.91 and a fifty-two week high of $1,021.47.

United Rentals (NYSE:URI) last released its quarterly earnings data on Wednesday, January 28th. The construction company reported $11.09 EPS for the quarter, missing analysts’ consensus estimates of $11.86 by ($0.77). United Rentals had a return on equity of 30.38% and a net margin of 15.49%.The company had revenue of $4.21 billion for the quarter, compared to analysts’ expectations of $4.24 billion. During the same period in the prior year, the firm posted $11.59 EPS. The firm’s quarterly revenue was up 2.8% on a year-over-year basis. Analysts expect that United Rentals, Inc. will post 44.8 earnings per share for the current fiscal year.

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

United Rentals Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, February 25th. Investors of record on Wednesday, February 11th will be issued a $1.97 dividend. The ex-dividend date is Wednesday, February 11th. This represents a $7.88 dividend on an annualized basis and a dividend yield of 1.0%. This is an increase from United Rentals’s previous quarterly dividend of $1.79. United Rentals’s payout ratio is currently 18.42%.

About United Rentals

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.