Andra AP fonden Raises Position in United Rentals, Inc. $URI

Posted by ABMN Staff on Jul 23rd, 2026

Andra AP fonden boosted its stake in United Rentals, Inc. (NYSE:URI – Free Report) by 158.4% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 10,648 shares of the construction company’s stock after acquiring an additional 6,528 shares during the quarter. Andra AP fonden’s holdings in United Rentals were worth $7,758,000 at the end of the most recent reporting period.

A number of other hedge funds also recently made changes to their positions in URI. Woodline Partners LP boosted its stake in shares of United Rentals by 40.0% during the 1st quarter. Woodline Partners LP now owns 5,518 shares of the construction company’s stock valued at $3,458,000 after buying an additional 1,577 shares during the last quarter. Sei Investments Co. boosted its stake in United Rentals by 24.7% during the 2nd quarter. Sei Investments Co. now owns 27,136 shares of the construction company’s stock valued at $20,444,000 after acquiring an additional 5,375 shares during the last quarter. Treasurer of the State of North Carolina increased its position in shares of United Rentals by 43.6% in the 2nd quarter. Treasurer of the State of North Carolina now owns 56,057 shares of the construction company’s stock worth $42,233,000 after purchasing an additional 17,030 shares during the last quarter. HUB Investment Partners LLC raised its stake in shares of United Rentals by 11.3% in the 2nd quarter. HUB Investment Partners LLC now owns 2,205 shares of the construction company’s stock valued at $1,661,000 after purchasing an additional 223 shares in the last quarter. Finally, Diversify Advisory Services LLC lifted its position in shares of United Rentals by 338.7% during the second quarter. Diversify Advisory Services LLC now owns 1,654 shares of the construction company’s stock worth $1,246,000 after purchasing an additional 1,277 shares during the last quarter. Hedge funds and other institutional investors own 96.26% of the company’s stock.

United Rentals Stock Up 2.0%

NYSE URI opened at $1,034.28 on Thursday. The company has a market capitalization of $64.80 billion, a P/E ratio of 26.38, a PEG ratio of 1.62 and a beta of 1.79. United Rentals, Inc. has a 12 month low of $701.59 and a 12 month high of $1,143.69. The company has a debt-to-equity ratio of 1.37, a current ratio of 0.80 and a quick ratio of 0.74. The company’s 50 day simple moving average is $1,045.86 and its 200 day simple moving average is $915.44.

United Rentals (NYSE:URI – Get Free Report) last posted its quarterly earnings data on Tuesday, July 21st. The construction company reported $12.76 earnings per share (EPS) for the quarter, topping the consensus estimate of $11.53 by $1.23. The firm had revenue of $4.41 billion for the quarter, compared to the consensus estimate of $4.22 billion. United Rentals had a return on equity of 30.56% and a net margin of 15.32%.The business’s revenue for the quarter was up 11.8% compared to the same quarter last year. During the same quarter in the previous year, the company earned $10.47 EPS. Equities research analysts expect that United Rentals, Inc. will post 46.85 earnings per share for the current fiscal year.

Wall Street Analyst Weigh In

Several research analysts have recently commented on the company. Royal Bank Of Canada lifted their target price on United Rentals from $1,041.00 to $1,119.00 and gave the stock an “outperform” rating in a research report on Friday, April 24th. Raymond James Financial reiterated an “outperform” rating and set a $1,275.00 price objective on shares of United Rentals in a research note on Wednesday, June 10th. Sanford C. Bernstein set a $903.00 price target on United Rentals and gave the stock an “outperform” rating in a report on Thursday, April 9th. Weiss Ratings downgraded shares of United Rentals from a “buy (b-)” rating to a “hold (c+)” rating in a report on Thursday, July 9th. Finally, BNP Paribas Exane upgraded United Rentals from a “neutral” rating to an “outperform” rating and set a $1,320.00 price objective for the company in a research report on Monday, June 29th. Fourteen investment analysts have rated the stock with a Buy rating, one has assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus price target of $1,140.00.

Read Our Latest Research Report on URI

Key Headlines Impacting United Rentals

Here are the key news stories impacting United Rentals this week:

Positive Sentiment: United Rentals reported Q2 EPS of $12.76, beating Wall Street estimates, while revenue of $4.41 billion also topped forecasts. United Rentals (URI) Beats Q2 Earnings and Revenue Estimates
Positive Sentiment: The company said quarterly results were record highs for revenue, rental revenue, EPS, and adjusted EBITDA, signaling continued demand in its core equipment rental business. United Rentals jumps after record Q2 results and higher 2026 guidance
Positive Sentiment: Management raised 2026 guidance, including higher revenue and adjusted EBITDA targets, which suggests stronger expected performance for the rest of the year. United Rentals jumps after record Q2 results and higher 2026 guidance
Neutral Sentiment: Some older analyst commentary remained mixed, including a recent Barclays sell rating, but that appears to have been outweighed by the strong earnings beat and improved outlook. Barclays Gives a Sell Rating to United Rentals (URI)

Insider Activity at United Rentals

In related news, EVP Craig Adam Pintoff sold 2,466 shares of United Rentals stock in a transaction on Monday, April 27th. The shares were sold at an average price of $963.00, for a total value of $2,374,758.00. Following the completion of the sale, the executive vice president owned 14,774 shares of the company’s stock, valued at approximately $14,227,362. The trade was a 14.30% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, CEO Matthew John Flannery sold 22,768 shares of the stock in a transaction dated Friday, April 24th. The shares were sold at an average price of $984.98, for a total value of $22,426,024.64. Following the transaction, the chief executive officer directly owned 99,980 shares in the company, valued at approximately $98,478,300.40. This represents a 18.55% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders sold 26,088 shares of company stock worth $25,628,877. Corporate insiders own 0.47% of the company’s stock.

United Rentals Company 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.