New York State Common Retirement Fund Has $42.34 Million Position in United Rentals, Inc. $URI

New York State Common Retirement Fund trimmed its stake in shares of United Rentals, Inc. (NYSE:URI) by 3.5% during the third quarter, HoldingsChannel reports. The fund owned 44,350 shares of the construction company’s stock after selling 1,600 shares during the period. New York State Common Retirement Fund’s holdings in United Rentals were worth $42,339,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in URI. North Growth Management Ltd. boosted its holdings in shares of United Rentals by 22.2% during the third quarter. North Growth Management Ltd. now owns 11,000 shares of the construction company’s stock worth $10,189,000 after acquiring an additional 2,000 shares during the period. HB Wealth Management LLC grew its position in shares of United Rentals by 37.2% during the 3rd quarter. HB Wealth Management LLC now owns 6,608 shares of the construction company’s stock worth $6,308,000 after purchasing an additional 1,790 shares in the last quarter. Vaughan Nelson Investment Management L.P. bought a new position in shares of United Rentals during the second quarter worth approximately $152,069,000. OVERSEA CHINESE BANKING Corp Ltd acquired a new stake in shares of United Rentals in the second quarter valued at approximately $298,000. Finally, Vise Technologies Inc. bought a new stake in shares of United Rentals in the second quarter valued at approximately $7,514,000. 96.26% of the stock is owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

URI has been the topic of a number of recent analyst reports. Truist Financial set a $972.00 price objective on shares of 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 stock an “overweight” rating in a research note on Friday, January 23rd. Citigroup increased their price objective on shares of United Rentals from $950.00 to $1,090.00 and gave the company a “buy” rating in a research note on Tuesday, January 13th. 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, JPMorgan Chase & Co. cut their price target on shares of United Rentals from $1,150.00 to $970.00 and set an “overweight” rating on the stock in a report on Friday. Two equities research analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, three have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, United Rentals presently has an average rating of “Moderate Buy” and an average target price of $933.82.

United Rentals Price Performance

United Rentals stock opened at $781.00 on Friday. The business’s 50 day simple moving average is $849.61 and its 200 day simple moving average is $887.29. United Rentals, Inc. has a 12 month low of $525.91 and a 12 month high of $1,021.47. The company has a market cap of $49.70 billion, a price-to-earnings ratio of 20.19, a PEG ratio of 1.64 and a beta of 1.69. The company has a current ratio of 0.94, a quick ratio of 0.84 and a debt-to-equity ratio of 1.41.

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 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 last year, the business posted $11.59 earnings per share. United Rentals’s revenue was up 2.8% compared to the same quarter last year. Sell-side analysts forecast that United Rentals, Inc. will post 44.8 EPS for the current year.

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

United Rentals Increases Dividend

The firm also recently announced 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. The ex-dividend date of this dividend is Wednesday, February 11th. This is a boost from United Rentals’s previous quarterly dividend of $1.79. This represents a $7.88 annualized dividend and a dividend yield of 1.0%. United Rentals’s payout ratio is 20.37%.

United Rentals News Summary

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 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.