Insider Selling: United Rentals (NYSE:URI) CEO Sells 22,768 Shares of Stock

United Rentals, Inc. (NYSE:URI) CEO Matthew John Flannery sold 22,768 shares of the firm’s stock in a transaction dated Friday, April 24th. The stock was 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. The trade was a 18.55% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through this link.

United Rentals Stock Performance

Shares of NYSE URI traded down $11.66 during midday trading on Friday, reaching $975.12. 1,043,610 shares of the company were exchanged, compared to its average volume of 668,154. The company has a current ratio of 0.94, a quick ratio of 0.88 and a debt-to-equity ratio of 1.41. United Rentals, Inc. has a 1 year low of $611.93 and a 1 year high of $1,021.47. The stock has a fifty day simple moving average of $793.30 and a 200 day simple moving average of $842.73. The stock has a market cap of $61.33 billion, a P/E ratio of 24.88, a PEG ratio of 1.30 and a beta of 1.68.

United Rentals (NYSE:URI) last released its quarterly earnings results on Wednesday, April 22nd. The construction company reported $9.71 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $11.47 by ($1.76). United Rentals had a return on equity of 30.53% and a net margin of 15.32%.The company had revenue of $3.99 billion for the quarter, compared to analysts’ expectations of $4.20 billion. During the same period in the prior year, the business earned $8.86 EPS. The business’s quarterly revenue was up 7.2% compared to the same quarter last year. On average, research analysts forecast that United Rentals, Inc. will post 46.6 earnings per share for the current fiscal year.

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

United Rentals Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, May 27th. Investors of record on Wednesday, May 13th will be issued a dividend of $1.97 per share. The ex-dividend date of this dividend is Wednesday, May 13th. This represents a $7.88 dividend on an annualized basis and a dividend yield of 0.8%. United Rentals’s dividend payout ratio (DPR) is currently 20.37%.

Analysts Set New Price Targets

A number of equities analysts recently issued reports on the company. Royal Bank Of Canada raised their price target on United Rentals from $1,041.00 to $1,119.00 and gave the stock an “outperform” rating in a report on Friday. Citigroup raised their price target on United Rentals from $950.00 to $1,130.00 and gave the stock a “buy” rating in a report on Friday. UBS Group raised United Rentals from a “neutral” rating to a “buy” rating and set a $1,025.00 price target on the stock in a report on Sunday, January 4th. Truist Financial set a $1,209.00 price objective on United Rentals in a report on Friday. Finally, KeyCorp lifted their price objective on United Rentals from $950.00 to $1,150.00 and gave the company an “overweight” rating in a report on Friday. One equities research analyst has rated the stock with a Strong Buy rating, thirteen have issued a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company. According to data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $979.59.

Key United Rentals News

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

• Positive Sentiment: Q1 beat and higher guidance — URI reported robust Q1 results, beating revenue and (adjusted) EPS expectations and raised full‑year 2026 guidance, which triggered the large share rally. United Rentals Announces Strong First Quarter Results and Raises Full-Year 2026 Guidance
• Positive Sentiment: Demand and margins driving outperformance — Coverage points to stronger large‑project demand, cost controls and fleet productivity as the operational drivers of the beat and improved margin outlook. URI Q1 deep dive: Large project demand and cost controls drive outperformance
• Positive Sentiment: Analyst upgrades lift sentiment — Major brokers raised price targets and ratings (JPMorgan and Robert W. Baird among them), reflecting confidence in upside after the results. Benzinga The Fly
• Positive Sentiment: Management confident on call — The earnings call emphasized continued demand strength and execution, reinforcing the raised outlook. United Rentals’ Earnings Call Signals Confident Growth
• Neutral Sentiment: Market recognition and index spotlight — Coverage notes URI gaining visibility in indexes (Russell 1000) and elevated media attention following the print. How Is United Rentals Gaining Spotlight In The Russell 1000 Index?
• Neutral Sentiment: Dividend declared — URI declared a quarterly dividend (paid late May), a small income element but not a primary driver of the move. Benzinga movers
• Negative Sentiment: Sharp run‑up raises near‑term risk — The stock jumped 20%+ on the print, leaving valuation higher and increasing the chance of profit‑taking and short‑term volatility (which appears to be occurring today). Why United Rentals Stock Jumped More Than 20 Today
• Negative Sentiment: Volume and volatility spike — Trading volume has climbed materially around the print, increasing execution risk for larger positions and the chance of intraday swings. United Rentals stock soars 23 as earnings beat lifts outlook

Institutional Investors Weigh In On United Rentals

A number of institutional investors have recently added to or reduced their stakes in the business. TD Waterhouse Canada Inc. boosted its stake in shares of United Rentals by 73.3% during the 3rd quarter. TD Waterhouse Canada Inc. now owns 5,740 shares of the construction company’s stock worth $5,533,000 after acquiring an additional 2,428 shares in the last quarter. National Pension Service boosted its stake in shares of United Rentals by 4.5% during the 3rd quarter. National Pension Service now owns 103,146 shares of the construction company’s stock worth $98,469,000 after acquiring an additional 4,415 shares in the last quarter. North Growth Management Ltd. boosted its stake in shares of United Rentals by 22.2% during the 3rd quarter. North Growth Management Ltd. now owns 11,000 shares of the construction company’s stock worth $10,189,000 after acquiring an additional 2,000 shares in the last quarter. HB Wealth Management LLC boosted its stake in shares of United Rentals by 37.2% during the 3rd quarter. HB Wealth Management LLC now owns 6,608 shares of the construction company’s stock worth $6,308,000 after acquiring an additional 1,790 shares in the last quarter. Finally, Independent Advisor Alliance boosted its stake in shares of United Rentals by 11.6% during the 3rd quarter. Independent Advisor Alliance now owns 9,108 shares of the construction company’s stock worth $8,695,000 after acquiring an additional 947 shares in the last quarter. Hedge funds and other institutional investors own 96.26% of the company’s stock.

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.