Berman McAleer LLC Invests $651,000 in United Rentals, Inc. $URI

Berman McAleer LLC acquired a new stake in United Rentals, Inc. (NYSE:URI) in the 3rd quarter, according to the company in its most recent filing with the SEC. The firm acquired 682 shares of the construction company’s stock, valued at approximately $651,000.

Several other large investors have also recently made changes to their positions in URI. Woodline Partners LP increased its holdings in United Rentals by 40.0% during the first quarter. Woodline Partners LP now owns 5,518 shares of the construction company’s stock worth $3,458,000 after buying an additional 1,577 shares during the last quarter. Patriot Financial Group Insurance Agency LLC lifted its position in shares of United Rentals by 27.6% during the second quarter. Patriot Financial Group Insurance Agency LLC now owns 1,165 shares of the construction company’s stock worth $878,000 after acquiring an additional 252 shares in the last quarter. Hilltop National Bank purchased a new stake in United Rentals during the 2nd quarter worth about $83,000. Abacus Planning Group Inc. increased its position in shares of United Rentals by 10.6% during the second quarter. Abacus Planning Group Inc. now owns 376 shares of the construction company’s stock valued at $283,000 after buying an additional 36 shares during the period. Finally, Hudson Edge Investment Partners Inc. increased its holdings in United Rentals by 9.0% during the 2nd quarter. Hudson Edge Investment Partners Inc. now owns 10,785 shares of the construction company’s stock worth $8,125,000 after acquiring an additional 887 shares during the period. 96.26% of the stock is owned by hedge funds and other institutional investors.

Wall Street Analyst Weigh In

A number of equities analysts have weighed in on the company. Barclays decreased their target price 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. Weiss Ratings restated a “hold (c+)” rating on shares of United Rentals in a report on Wednesday, January 21st. Citigroup boosted their target price on United Rentals from $950.00 to $1,090.00 and gave the company a “buy” rating in a research note on Tuesday, January 13th. KeyCorp set a $950.00 price target on shares of United Rentals in a report on Friday. Finally, Sanford C. Bernstein set a $965.00 price target on United Rentals in a research report on Friday. Two analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, three have assigned a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $933.82.

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

United Rentals Stock Down 0.8%

Shares of NYSE:URI opened at $781.00 on Friday. The firm has a market capitalization of $49.70 billion, a P/E ratio of 20.19, a P/E/G ratio of 1.64 and a beta of 1.69. 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 50 day moving average price of $849.61 and a 200-day moving average price of $887.29. 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 results 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 firm had revenue of $4.21 billion during the quarter, compared to analysts’ expectations of $4.24 billion. United Rentals had a return on equity of 30.35% and a net margin of 15.49%.United Rentals’s revenue for the quarter was up 2.8% on a year-over-year basis. During the same period in the previous year, the company earned $11.59 earnings per share. As a group, equities research analysts anticipate that United Rentals, Inc. will post 44.8 EPS for the current fiscal year.

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

United Rentals Increases Dividend

The firm 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%. The ex-dividend date is Wednesday, February 11th. This is a positive change from United Rentals’s previous quarterly dividend of $1.79. United Rentals’s dividend payout ratio (DPR) 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.