Mirae Asset Global Investments Co. Ltd. Grows Position in United Rentals, Inc. $URI

Mirae Asset Global Investments Co. Ltd. grew its holdings in United Rentals, Inc. (NYSE:URI) by 10.1% in the third quarter, Holdings Channel reports. The institutional investor owned 9,910 shares of the construction company’s stock after acquiring an additional 912 shares during the quarter. Mirae Asset Global Investments Co. Ltd.’s holdings in United Rentals were worth $9,461,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also modified their holdings of the company. Optas LLC lifted its holdings in United Rentals by 0.9% in the 3rd quarter. Optas LLC now owns 1,174 shares of the construction company’s stock valued at $1,121,000 after purchasing an additional 10 shares in the last quarter. CreativeOne Wealth LLC increased its position in United Rentals by 0.5% during the second quarter. CreativeOne Wealth LLC now owns 2,283 shares of the construction company’s stock worth $1,720,000 after purchasing an additional 11 shares during the last quarter. Great Valley Advisor Group Inc. raised its position in shares of United Rentals by 2.9% during the 2nd quarter. Great Valley Advisor Group Inc. now owns 387 shares of the construction company’s stock valued at $292,000 after buying an additional 11 shares during the period. OFI Invest Asset Management increased its stake in United Rentals by 6.7% during the third quarter. OFI Invest Asset Management now owns 175 shares of the construction company’s stock worth $167,000 after acquiring an additional 11 shares during the last quarter. Finally, Bank of Jackson Hole Trust increased its position in shares of United Rentals by 12.0% during the 2nd quarter. Bank of Jackson Hole Trust now owns 112 shares of the construction company’s stock worth $84,000 after purchasing an additional 12 shares during the last quarter. Hedge funds and other institutional investors own 96.26% of the company’s stock.

United Rentals Trading Down 0.8%

Shares of URI stock opened at $781.00 on Friday. The company has a quick ratio of 0.84, a current ratio of 0.94 and a debt-to-equity ratio of 1.41. The business has a fifty day simple moving average of $849.61 and a 200-day simple moving average of $887.91. United Rentals, Inc. has a fifty-two week low of $525.91 and a fifty-two week high of $1,021.47. The stock has a market cap of $49.20 billion, a P/E ratio of 20.19, a P/E/G ratio of 1.64 and a beta of 1.69.

United Rentals (NYSE:URI) last released 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 company had revenue of $4.21 billion for 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%.The business’s quarterly revenue was up 2.8% on a year-over-year basis. During the same period in the previous year, the business posted $11.59 EPS. On average, analysts forecast 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 permits the company to buyback $5.00 billion in outstanding shares. This buyback authorization permits the construction company to reacquire up to 8.7% of its stock through open market purchases. Stock buyback plans are typically a sign that the company’s leadership 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. Shareholders of record on Wednesday, February 11th will be given a dividend of $1.97 per share. This represents a $7.88 dividend on an annualized basis and a yield of 1.0%. This is a boost from United Rentals’s previous quarterly dividend of $1.79. The ex-dividend date of this dividend is Wednesday, February 11th. United Rentals’s dividend payout ratio (DPR) is presently 18.51%.

Analysts Set New Price Targets

A number of brokerages have recently weighed in on URI. Truist Financial set a $972.00 price objective on United Rentals in a research note on Friday. KeyCorp set a $950.00 target price on shares of United Rentals in a report on Friday. 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. Sanford C. Bernstein set a $965.00 price objective on shares of United Rentals in a report on Friday. Finally, Robert W. Baird set a $970.00 target price on United Rentals in a research report on Friday. Two research analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, three have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $933.82.

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.