Independent Advisor Alliance Increases Stock Position in United Rentals, Inc. $URI

Independent Advisor Alliance raised its stake in shares of United Rentals, Inc. (NYSE:URI) by 11.6% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 9,108 shares of the construction company’s stock after acquiring an additional 947 shares during the period. Independent Advisor Alliance’s holdings in United Rentals were worth $8,695,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in URI. Norges Bank acquired a new position in United Rentals during the second quarter worth $776,102,000. JPMorgan Chase & Co. raised its holdings in shares of United Rentals by 71.3% in the 2nd quarter. JPMorgan Chase & Co. now owns 1,874,127 shares of the construction company’s stock valued at $1,411,968,000 after buying an additional 780,322 shares during the period. Boston Partners lifted its stake in United Rentals by 74.5% during the 2nd quarter. Boston Partners now owns 715,250 shares of the construction company’s stock worth $542,526,000 after acquiring an additional 305,378 shares in the last quarter. Vaughan Nelson Investment Management L.P. acquired a new position in United Rentals during the 2nd quarter worth about $152,069,000. Finally, Lazard Asset Management LLC boosted its holdings in United Rentals by 34,208.2% during the 2nd quarter. Lazard Asset Management LLC now owns 189,038 shares of the construction company’s stock valued at $142,421,000 after acquiring an additional 188,487 shares during the period. 96.26% of the stock is currently owned by institutional investors and hedge funds.

United Rentals Trading Down 0.8%

URI opened at $781.00 on Friday. The company has a debt-to-equity ratio of 1.41, a quick ratio of 0.84 and a current ratio of 0.94. United Rentals, Inc. has a one year low of $525.91 and a one year high of $1,021.47. The company has a market cap of $49.20 billion, a P/E ratio of 20.19, a PEG ratio of 1.64 and a beta of 1.69. The business’s 50-day simple moving average is $849.61 and its 200-day simple moving average is $887.91.

United Rentals (NYSE:URI) last announced its quarterly 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). The business had revenue of $4.21 billion during the quarter, compared to analyst estimates of $4.24 billion. United Rentals had a net margin of 15.49% and a return on equity of 30.35%. The business’s revenue for the quarter was up 2.8% compared to the same quarter last year. During the same period last year, the company earned $11.59 earnings per share. As a group, equities research analysts expect that United Rentals, Inc. will post 44.8 EPS for the current fiscal year.

United Rentals announced that its board has approved a share buyback program 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 programs are usually a sign that the company’s board believes its shares are undervalued.

United Rentals Increases Dividend

The business also recently announced 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. This is a positive change from United Rentals’s previous quarterly dividend of $1.79. The ex-dividend date of this dividend is Wednesday, February 11th. This represents a $7.88 dividend on an annualized basis and a dividend yield of 1.0%. United Rentals’s payout ratio is 18.51%.

Wall Street Analyst Weigh In

A number of analysts have issued reports on URI shares. Truist Financial set a $972.00 price target on shares of United Rentals in a research note on Friday. Wells Fargo & Company lifted their price objective on shares of United Rentals from $995.00 to $1,071.00 and gave the company an “overweight” rating in a report on Friday, January 23rd. Robert W. Baird set a $970.00 target price on shares of United Rentals in a report on Friday. Barclays decreased their price target on shares of United Rentals from $620.00 to $600.00 and set an “underweight” rating for the company in a research report on Monday, October 20th. Finally, Weiss Ratings reaffirmed a “hold (c+)” rating on shares of United Rentals in a research report on Wednesday, January 21st. Two analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating, three have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average price target of $933.82.

More United Rentals News

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.