Federated Hermes Inc. Has $26.04 Million Position in United Rentals, Inc. $URI

Federated Hermes Inc. lessened its holdings in shares of United Rentals, Inc. (NYSE:URI) by 18.2% in the third quarter, according to its most recent filing with the SEC. The firm owned 27,272 shares of the construction company’s stock after selling 6,060 shares during the period. Federated Hermes Inc.’s holdings in United Rentals were worth $26,035,000 as of its most recent filing with the SEC.

Several other institutional investors and hedge funds also recently made changes to their positions in URI. Loomis Sayles & Co. L P bought a new stake in United Rentals in the second quarter valued at about $28,000. Salomon & Ludwin LLC increased its stake in shares of United Rentals by 650.0% in the 3rd quarter. Salomon & Ludwin LLC now owns 30 shares of the construction company’s stock valued at $29,000 after acquiring an additional 26 shares during the last quarter. Cedar Mountain Advisors LLC acquired a new stake in shares of United Rentals in the 3rd quarter valued at approximately $32,000. Trust Co. of Toledo NA OH bought a new position in United Rentals during the 2nd quarter worth approximately $38,000. Finally, Steigerwald Gordon & Koch Inc. acquired a new position in United Rentals during the third quarter valued at approximately $40,000. Institutional investors own 96.26% of the company’s stock.

Wall Street Analysts Forecast Growth

A number of equities analysts have recently weighed in on the stock. Robert W. Baird set a $970.00 price target on shares of United Rentals in a research report on Friday. KeyCorp set a $950.00 price objective on United Rentals in a research note on Friday. Wells Fargo & Company boosted their target price on United Rentals from $995.00 to $1,071.00 and gave the company an “overweight” rating in a research note on Friday, January 23rd. UBS Group raised United Rentals from a “neutral” rating to a “buy” rating and set a $1,025.00 price target on the stock in a research report on Sunday, January 4th. Finally, Barclays cut their price objective on United Rentals from $620.00 to $600.00 and set an “underweight” rating on the stock in a report on Monday, October 20th. Two equities research analysts have rated the stock with a Strong Buy rating, twelve have issued a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and a consensus target price of $933.82.

United Rentals Stock Performance

Shares of United Rentals stock opened at $781.00 on Friday. The company has a debt-to-equity ratio of 1.41, a current ratio of 0.94 and a quick ratio of 0.84. The firm 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’s 50-day moving average is $849.61 and its 200-day moving average is $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 the consensus estimate of $11.86 by ($0.77). United Rentals had a net margin of 15.49% and a return on equity of 30.35%. The firm had revenue of $4.21 billion during the quarter, compared to the consensus estimate of $4.24 billion. During the same quarter in the previous year, the firm posted $11.59 EPS. The company’s revenue was up 2.8% on a year-over-year basis. Equities analysts predict that United Rentals, Inc. will post 44.8 earnings per share for the current fiscal year.

United Rentals announced that its board has initiated a share repurchase plan on Wednesday, January 28th that authorizes the company to repurchase $5.00 billion in outstanding shares. This repurchase authorization authorizes the construction company to buy up to 8.7% of its shares through open market purchases. Shares repurchase plans are usually an indication that the company’s board believes its shares are undervalued.

United Rentals Increases Dividend

The firm also recently declared a quarterly dividend, which will be paid on Wednesday, February 25th. Shareholders of record on Wednesday, February 11th will be paid a $1.97 dividend. This represents a $7.88 annualized dividend and a yield of 1.0%. The ex-dividend date is Wednesday, February 11th. This is an increase from United Rentals’s previous quarterly dividend of $1.79. United Rentals’s dividend payout ratio (DPR) is presently 20.37%.

Key Stories Impacting United Rentals

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 Company 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.