ABN Amro Investment Solutions Buys 1,802 Shares of United Rentals, Inc. $URI

ABN Amro Investment Solutions increased its position in shares of United Rentals, Inc. (NYSE:URI) by 25.9% during the first quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 8,758 shares of the construction company’s stock after buying an additional 1,802 shares during the quarter. ABN Amro Investment Solutions’ holdings in United Rentals were worth $6,381,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Beacon Investment Advisory Services Inc. raised its position in United Rentals by 1,358.7% in the 4th quarter. Beacon Investment Advisory Services Inc. now owns 8,227 shares of the construction company’s stock worth $6,658,000 after purchasing an additional 7,663 shares during the last quarter. Mirae Asset Global Investments Co. Ltd. boosted its position in United Rentals by 18.6% in the 4th quarter. Mirae Asset Global Investments Co. Ltd. now owns 11,756 shares of the construction company’s stock valued at $9,514,000 after buying an additional 1,846 shares during the last quarter. Sequoia Financial Advisors LLC boosted its position in United Rentals by 52.0% in the 4th quarter. Sequoia Financial Advisors LLC now owns 3,241 shares of the construction company’s stock valued at $2,623,000 after buying an additional 1,109 shares during the last quarter. Addenda Capital Inc. increased its stake in shares of United Rentals by 21.3% in the 4th quarter. Addenda Capital Inc. now owns 16,739 shares of the construction company’s stock valued at $13,547,000 after buying an additional 2,939 shares during the period. Finally, Whittier Trust Co. increased its stake in shares of United Rentals by 2.6% in the 4th quarter. Whittier Trust Co. now owns 61,408 shares of the construction company’s stock valued at $54,782,000 after buying an additional 1,529 shares during the period. 96.26% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

URI has been the topic of several research reports. Royal Bank Of Canada upped their price target on United Rentals from $1,041.00 to $1,119.00 and gave the company an “outperform” rating in a research note on Friday, April 24th. Truist Financial boosted their price objective on United Rentals from $1,209.00 to $1,421.00 and gave the stock a “buy” rating in a report on Thursday, July 2nd. Weiss Ratings downgraded shares of United Rentals from a “buy (b-)” rating to a “hold (c+)” rating in a research report on Thursday, July 9th. UBS Group raised their target price on shares of United Rentals from $1,145.00 to $1,300.00 and gave the company a “buy” rating in a research note on Wednesday, July 1st. Finally, Robert W. Baird lifted their price target on shares of United Rentals from $970.00 to $1,100.00 and gave the stock an “outperform” rating in a research report on Friday, April 24th. Fourteen equities research analysts have rated the stock with a Buy rating, one has given a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and an average price target of $1,140.00.

Insider Activity

In related news, VP Andrew B. Limoges sold 548 shares of United Rentals stock in a transaction that occurred on Friday, April 24th. The shares were sold at an average price of $977.86, for a total transaction of $535,867.28. Following the transaction, the vice president owned 1,865 shares of the company’s stock, valued at $1,823,708.90. This trade represents a 22.71% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, SVP Joli L. Gross sold 306 shares of the business’s stock in a transaction that occurred on Monday, April 27th. The shares were sold at an average price of $954.99, for a total transaction of $292,226.94. Following the transaction, the senior vice president owned 5,738 shares of the company’s stock, valued at approximately $5,479,732.62. This represents a 5.06% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 26,088 shares of company stock worth $25,628,877 over the last quarter. 0.47% of the stock is owned by insiders.

United Rentals Trading Up 2.0%

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

United Rentals (NYSE:URI) last issued its earnings results on Tuesday, July 21st. The construction company reported $12.76 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $11.53 by $1.23. The firm had revenue of $4.41 billion for the quarter, compared to analysts’ expectations of $4.22 billion. United Rentals had a return on equity of 30.56% and a net margin of 15.32%.The company’s revenue was up 11.8% compared to the same quarter last year. During the same quarter last year, the business earned $10.47 earnings per share. Research analysts forecast that United Rentals, Inc. will post 46.85 EPS for the current year.

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)

About United Rentals

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.