Thrivent Financial for Lutherans Has $142.76 Million Holdings in United Rentals, Inc. $URI

Posted by ABMN Staff on Feb 1st, 2026

Thrivent Financial for Lutherans lessened its stake in United Rentals, Inc. (NYSE:URI – Free Report) by 14.5% during the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 149,542 shares of the construction company’s stock after selling 25,288 shares during the quarter. Thrivent Financial for Lutherans’ holdings in United Rentals were worth $142,762,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also modified their holdings of the company. Salomon & Ludwin LLC raised its holdings 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 valued at $29,000 after purchasing an additional 26 shares in the last quarter. Cedar Mountain Advisors LLC bought a new stake in United Rentals during the third quarter worth approximately $32,000. Loomis Sayles & Co. L P bought a new position in shares of United Rentals in the second quarter valued at approximately $28,000. Steigerwald Gordon & Koch Inc. bought a new stake in shares of United Rentals during the 3rd quarter worth $40,000. Finally, Frazier Financial Advisors LLC lifted its position in United Rentals by 250.0% during the 3rd quarter. Frazier Financial Advisors LLC now owns 42 shares of the construction company’s stock worth $40,000 after acquiring an additional 30 shares during the last quarter. 96.26% of the stock is currently owned by hedge funds and other institutional investors.

United Rentals Stock Down 0.8%

NYSE:URI opened at $781.00 on Friday. The company has a market cap of $49.20 billion, a price-to-earnings ratio of 20.19, a P/E/G ratio of 1.64 and a beta of 1.69. United Rentals, Inc. has a 52-week low of $525.91 and a 52-week high of $1,021.47. 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’s fifty day moving average price is $849.61 and its two-hundred day moving average price is $887.91.

United Rentals (NYSE:URI – Get Free Report) last released its earnings results on Wednesday, January 28th. The construction company reported $11.09 earnings per share (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 business had revenue of $4.21 billion for the quarter, compared to analyst estimates of $4.24 billion. During the same quarter in the previous year, the company posted $11.59 earnings per share. The business’s revenue for the quarter was up 2.8% on a year-over-year basis. On average, analysts anticipate that United Rentals, Inc. will post 44.8 EPS for the current year.

United Rentals announced that its board has approved a share buyback program on Wednesday, January 28th that allows the company to buyback $5.00 billion in outstanding shares. This buyback authorization allows the construction company to reacquire up to 8.7% of its shares through open market purchases. Shares buyback programs are usually an indication that the company’s board of directors believes its stock is undervalued.

United Rentals Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, February 25th. Investors of record on Wednesday, February 11th will be given a $1.97 dividend. The ex-dividend date is Wednesday, February 11th. This represents a $7.88 dividend on an annualized basis and a dividend yield of 1.0%. This is a positive change from United Rentals’s previous quarterly dividend of $1.79. United Rentals’s dividend payout ratio is 18.51%.

Analyst Upgrades and Downgrades

A number of brokerages recently issued reports on URI. JPMorgan Chase & Co. dropped their target price on shares of United Rentals from $1,150.00 to $970.00 and set an “overweight” rating on the stock in a research report on Friday. KeyCorp set a $950.00 target price on shares of United Rentals in a research report on Friday. Robert W. Baird set a $970.00 target price on United Rentals in a report on Friday. Royal Bank Of Canada cut their price objective on United Rentals from $1,123.00 to $1,041.00 and set an “outperform” rating for the company in a report on Friday. Finally, Barclays reduced their price target on shares of United Rentals from $620.00 to $600.00 and set an “underweight” rating on the stock in a research report on Monday, October 20th. Two equities research 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’s stock. According to MarketBeat, United Rentals has an average rating of “Moderate Buy” and an average target price of $933.82.

Get Our Latest Analysis on United Rentals

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

(Free Report)

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.