United Rentals, Inc. $URI Shares Bought by OMERS ADMINISTRATION Corp

OMERS ADMINISTRATION Corp increased its stake in United Rentals, Inc. (NYSE:URI) by 63.1% in the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 3,970 shares of the construction company’s stock after acquiring an additional 1,536 shares during the quarter. OMERS ADMINISTRATION Corp’s holdings in United Rentals were worth $2,892,000 at the end of the most recent reporting period.

Several other large investors also recently bought and sold shares of URI. Capital World Investors boosted its stake in shares of United Rentals by 1.1% in the fourth quarter. Capital World Investors now owns 2,708,877 shares of the construction company’s stock worth $2,192,357,000 after acquiring an additional 30,263 shares during the last quarter. Franklin Resources Inc. lifted its holdings in United Rentals by 2.2% in the 4th quarter. Franklin Resources Inc. now owns 1,343,981 shares of the construction company’s stock valued at $1,087,711,000 after purchasing an additional 28,895 shares in the last quarter. Norges Bank acquired a new stake in United Rentals during the 4th quarter worth $978,017,000. Boston Partners boosted its stake in United Rentals by 4.0% during the 4th quarter. Boston Partners now owns 774,347 shares of the construction company’s stock worth $631,459,000 after purchasing an additional 29,675 shares during the last quarter. Finally, Invesco Ltd. boosted its stake in United Rentals by 0.9% during the 3rd quarter. Invesco Ltd. now owns 649,608 shares of the construction company’s stock worth $620,155,000 after purchasing an additional 5,497 shares during the last quarter. 96.26% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at United Rentals

In related news, EVP William E. Grace sold 1,500 shares of the company’s stock in a transaction that occurred on Friday, July 24th. The stock was sold at an average price of $1,133.15, for a total value of $1,699,725.00. Following the transaction, the executive vice president directly owned 6,062 shares in the company, valued at approximately $6,869,155.30. This represents a 19.84% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is accessible through this link. Insiders own 0.47% of the company’s stock.

United Rentals Trading Down 3.4%

Shares of URI stock opened at $1,089.29 on Wednesday. The company has a current ratio of 0.76, a quick ratio of 0.70 and a debt-to-equity ratio of 1.38. United Rentals, Inc. has a twelve month low of $701.59 and a twelve month high of $1,177.67. The company’s 50-day moving average price is $1,059.71 and its 200-day moving average price is $922.42. The stock has a market cap of $67.80 billion, a price-to-earnings ratio of 26.16, a PEG ratio of 1.46 and a beta of 1.79.

United Rentals (NYSE:URI) last posted its earnings results on Tuesday, July 21st. The construction company reported $12.76 earnings per share for the quarter, beating the consensus estimate of $11.53 by $1.23. United Rentals had a net margin of 15.67% and a return on equity of 31.72%. The company had revenue of $4.41 billion for the quarter, compared to analyst estimates of $4.22 billion. During the same period in the previous year, the business posted $10.47 EPS. United Rentals’s revenue was up 11.8% on a year-over-year basis. As a group, equities analysts predict that United Rentals, Inc. will post 48.35 earnings per share for the current year.

United Rentals Dividend Announcement

The company also recently declared a quarterly dividend, which will be paid on Wednesday, August 26th. Stockholders of record on Wednesday, August 12th will be given a dividend of $1.97 per share. This represents a $7.88 annualized dividend and a dividend yield of 0.7%. The ex-dividend date of this dividend is Wednesday, August 12th. United Rentals’s payout ratio is presently 18.92%.

Analyst Ratings Changes

URI has been the subject of a number of recent research reports. UBS Group increased their target price on shares of United Rentals from $1,300.00 to $1,350.00 and gave the company a “buy” rating in a research report on Thursday, July 23rd. BNP Paribas Exane upgraded shares of United Rentals from a “neutral” rating to an “outperform” rating and set a $1,320.00 price target on the stock in a research report on Monday, June 29th. Royal Bank Of Canada upped their price objective on shares of 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. Wall Street Zen upgraded shares of United Rentals from a “hold” rating to a “buy” rating in a report on Saturday. Finally, Evercore reiterated an “outperform” rating and issued a $1,101.00 price objective on shares of United Rentals in a report on Monday, May 11th. Fifteen equities research analysts have rated the stock with a Buy rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, United Rentals presently has a consensus rating of “Moderate Buy” and an average price target of $1,226.50.

More United Rentals News

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

• Positive Sentiment: United Rentals reported a record second quarter, with revenue of approximately $4.4 billion, up about 12% year over year. Stronger rental activity, improved fleet productivity and rising specialty-equipment demand supported the results. The company also raised its 2026 outlook, suggesting management sees sustained demand from construction and industrial customers. United Rentals Growth Outlook After a Record-Setting Q2
• Positive Sentiment: The earnings beat, improving analyst estimates and higher 2026 guidance have strengthened the long-term growth case for URI. Zacks included the company among its top-rated momentum and Strong Buy candidates, while the stock has gained substantially year to date. Is URI Stock Worth Buying After Its Strong Earnings-Fueled Rally?
• Positive Sentiment: Recent analyst targets remain generally above the current trading range. Quiver Quantitative reported a median target of $1,195, with targets as high as $1,421, indicating continued confidence in United Rentals’ earnings growth and position in a potentially stronger capital-spending cycle. United Rentals Stock Opinions on Q2 Earnings Beat and Guidance Raise
• Neutral Sentiment: Yahoo Finance and MSN feature bullish long-term momentum and price-forecast analyses, but these are largely research and style-screen updates rather than new fundamental announcements. United Rentals Stock Forecast and Price Target
• Negative Sentiment: Executive Vice President William E. Grace sold 1,500 shares for about $1.7 million, reducing his position by nearly 20%. Broader recent insider activity shows multiple executives selling and no reported purchases in the past six months, which could encourage profit-taking concerns after the strong rally. SEC Insider Ownership Filing
• Negative Sentiment: After its sizable year-to-date advance, URI trades at a relatively demanding valuation, increasing sensitivity to any slowdown in rental demand, construction activity or guidance execution. This may be amplifying near-term selling despite the strong quarter.

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.