United Rentals, Inc. $URI Shares Acquired by Belpointe Asset Management LLC

Belpointe Asset Management LLC grew its holdings in shares of United Rentals, Inc. (NYSE:URI) by 217.3% in the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 974 shares of the construction company’s stock after purchasing an additional 667 shares during the period. Belpointe Asset Management LLC’s holdings in United Rentals were worth $930,000 as of its most recent filing with the Securities and Exchange Commission.

Several other hedge funds have also modified their holdings of URI. Loomis Sayles & Co. L P acquired a new stake in shares of United Rentals in the second quarter worth $28,000. Salomon & Ludwin LLC increased its stake in shares of 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 purchasing an additional 26 shares during the last quarter. Cedar Mountain Advisors LLC bought a new position in United Rentals during the third quarter valued at about $32,000. Trust Co. of Toledo NA OH acquired a new stake in United Rentals in the 2nd quarter worth approximately $38,000. Finally, Steigerwald Gordon & Koch Inc. acquired a new stake in shares of United Rentals in the third quarter worth $40,000. 96.26% of the stock is owned by hedge funds and other institutional investors.

United Rentals Trading Down 13.1%

United Rentals stock opened at $785.14 on Friday. The stock has a 50-day simple moving average of $850.02 and a 200 day simple moving average of $887.49. The stock has a market capitalization of $49.96 billion, a P/E ratio of 20.30, a PEG ratio of 1.88 and a beta of 1.69. The company has a debt-to-equity ratio of 1.40, a quick ratio of 0.84 and a current ratio of 0.90. United Rentals, Inc. has a 52 week low of $525.91 and a 52 week high of $1,021.47.

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

United Rentals Increases Dividend

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

United Rentals declared that its board has approved a stock repurchase 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 purchase up to 8.7% of its shares through open market purchases. Shares repurchase plans are generally an indication that the company’s leadership believes its shares are undervalued.

Wall Street Analyst Weigh In

URI has been the subject of a number of research analyst reports. Wells Fargo & Company upped their price target on United Rentals from $995.00 to $1,071.00 and gave the stock an “overweight” rating in a report on Friday, January 23rd. UBS Group upgraded United Rentals from a “neutral” rating to a “buy” rating and set a $1,025.00 price objective for the company in a research note on Sunday, January 4th. Truist Financial dropped their price target on United Rentals from $1,169.00 to $1,045.00 and set a “buy” rating for the company in a report on Thursday, December 18th. Barclays cut their price target on United Rentals from $620.00 to $600.00 and set an “underweight” rating on the stock in a research note on Monday, October 20th. Finally, Royal Bank Of Canada set a $1,123.00 price objective on shares of United Rentals in a research note on Friday, October 24th. Two research 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 company’s stock. According to MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $970.76.

Key Headlines Impacting United Rentals

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

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.