AlphaQuest LLC Buys 1,355 Shares of United Rentals, Inc. $URI

AlphaQuest LLC increased its stake in shares of United Rentals, Inc. (NYSE:URI) by 176.0% in the 3rd quarter, according to its most recent 13F filing with the SEC. The firm owned 2,125 shares of the construction company’s stock after buying an additional 1,355 shares during the period. AlphaQuest LLC’s holdings in United Rentals were worth $2,029,000 as of its most recent filing with the SEC.

A number of other institutional investors have also recently bought and sold shares of the business. Optas LLC raised its position in shares of United Rentals by 0.9% in the 3rd quarter. Optas LLC now owns 1,174 shares of the construction company’s stock valued at $1,121,000 after buying an additional 10 shares in the last quarter. CreativeOne Wealth LLC lifted its holdings in United Rentals by 0.5% during the 2nd quarter. CreativeOne Wealth LLC now owns 2,283 shares of the construction company’s stock worth $1,720,000 after buying an additional 11 shares during the period. Great Valley Advisor Group Inc. lifted its stake in shares of United Rentals by 2.9% in the second quarter. Great Valley Advisor Group Inc. now owns 387 shares of the construction company’s stock worth $292,000 after acquiring an additional 11 shares during the period. OFI Invest Asset Management lifted its position in shares of United Rentals by 6.7% in the 3rd quarter. OFI Invest Asset Management now owns 175 shares of the construction company’s stock worth $167,000 after purchasing an additional 11 shares during the period. Finally, Bank of Jackson Hole Trust lifted its holdings in United Rentals by 12.0% in the second quarter. Bank of Jackson Hole Trust now owns 112 shares of the construction company’s stock valued at $84,000 after buying an additional 12 shares during the period. Institutional investors own 96.26% of the company’s stock.

Key United Rentals News

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

Wall Street Analysts Forecast Growth

Several equities research analysts have recently commented on the company. Citigroup boosted their price objective on United Rentals from $950.00 to $1,090.00 and gave the company a “buy” rating in a report on Tuesday, January 13th. Sanford C. Bernstein set a $965.00 target price on United Rentals in a research note on Friday. JPMorgan Chase & Co. reduced their price target on United Rentals from $1,150.00 to $970.00 and set an “overweight” rating on the stock in a research report on Friday. Royal Bank Of Canada lowered their price target on shares of United Rentals from $1,123.00 to $1,041.00 and set an “outperform” rating for the company in a research report on Friday. Finally, UBS Group raised shares of United Rentals from a “neutral” rating to a “buy” rating and set a $1,025.00 price objective for the company in a report on Sunday, January 4th. Two equities research analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating, three have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, United Rentals currently has an average rating of “Moderate Buy” and a consensus price target of $933.82.

United Rentals Price Performance

Shares of United Rentals stock opened at $781.00 on Friday. The company has a debt-to-equity ratio of 1.41, a quick ratio of 0.84 and a current ratio of 0.94. The stock has a market cap of $49.70 billion, a price-to-earnings ratio of 20.19, a price-to-earnings-growth ratio of 1.64 and a beta of 1.69. United Rentals, Inc. has a one year low of $525.91 and a one year high of $1,021.47. The stock has a 50 day moving average price of $849.61 and a 200-day moving average price of $887.29.

United Rentals (NYSE:URI) last released 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 business had revenue of $4.21 billion for 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 30.35%. The company’s quarterly revenue was up 2.8% compared to the same quarter last year. During the same period in the prior year, the company posted $11.59 EPS. Equities analysts expect that United Rentals, Inc. will post 44.8 EPS for the current year.

United Rentals Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Wednesday, February 25th. Shareholders of record on Wednesday, February 11th will be given a dividend of $1.97 per share. This is a positive change from United Rentals’s previous quarterly dividend of $1.79. The ex-dividend date of this dividend is Wednesday, February 11th. This represents a $7.88 dividend on an annualized basis and a yield of 1.0%. United Rentals’s payout ratio is 20.37%.

United Rentals declared that its board has initiated 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 often an indication that the company’s board of directors believes its shares are undervalued.

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.