United Rentals, Inc. $URI Shares Purchased by Empowered Funds LLC

Empowered Funds LLC grew its stake in shares of United Rentals, Inc. (NYSE:URI) by 79.7% during the first quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 18,017 shares of the construction company’s stock after buying an additional 7,990 shares during the quarter. Empowered Funds LLC’s holdings in United Rentals were worth $13,126,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors also recently made changes to their positions in the company. Norges Bank acquired a new position in shares of United Rentals during the fourth quarter valued at approximately $978,017,000. Corient Private Wealth LLC lifted its position in United Rentals by 1,667.4% in the fourth quarter. Corient Private Wealth LLC now owns 343,965 shares of the construction company’s stock worth $278,378,000 after purchasing an additional 324,503 shares during the period. Robeco Institutional Asset Management B.V. lifted its position in United Rentals by 3,459.3% in the fourth quarter. Robeco Institutional Asset Management B.V. now owns 196,688 shares of the construction company’s stock worth $159,184,000 after purchasing an additional 191,162 shares during the period. Arrowstreet Capital Limited Partnership bought a new position in United Rentals during the 4th quarter valued at $102,945,000. Finally, Victory Capital Management Inc. boosted its stake in United Rentals by 103.7% during the 4th quarter. Victory Capital Management Inc. now owns 231,018 shares of the construction company’s stock valued at $186,967,000 after purchasing an additional 117,584 shares in the last quarter. 96.26% of the stock is owned by institutional investors and hedge funds.

United Rentals Stock Performance

URI opened at $1,058.05 on Thursday. The firm has a market cap of $65.85 billion, a PE ratio of 25.41, a P/E/G ratio of 1.41 and a beta of 1.79. The company has a quick ratio of 0.70, a current ratio of 0.76 and a debt-to-equity ratio of 1.38. The business has a fifty day simple moving average of $1,062.17 and a 200-day simple moving average of $923.39. United Rentals, Inc. has a fifty-two week low of $701.59 and a fifty-two week high of $1,177.67.

United Rentals (NYSE:URI) last announced 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. United Rentals had a return on equity of 31.72% and a net margin of 15.67%.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 firm earned $10.47 earnings per share. United Rentals’s revenue for the quarter was up 11.8% compared to the same quarter last year. As a group, equities analysts predict that United Rentals, Inc. will post 48.35 EPS for the current fiscal year.

United Rentals Dividend Announcement

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

Wall Street Analysts Forecast Growth

URI has been the subject of several research analyst reports. Weiss Ratings upgraded United Rentals from a “hold (c+)” rating to a “buy (b-)” rating in a report on Thursday, July 23rd. Sanford C. Bernstein set a $903.00 target price on United Rentals and gave the stock an “outperform” rating in a report on Thursday, April 9th. Robert W. Baird set a $1,300.00 price target on shares of United Rentals in a research report on Friday, July 24th. Bank of America upped their price target on shares of United Rentals from $1,195.00 to $1,300.00 and gave the company a “buy” rating in a report on Thursday, July 23rd. Finally, Wall Street Zen upgraded shares of United Rentals from a “hold” rating to a “buy” rating in a research report on Saturday, July 25th. One analyst has rated the stock with a Strong Buy rating, fifteen have assigned a Buy rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus target price of $1,226.50.

Insider Buying and Selling

In other United Rentals news, EVP William E. Grace sold 1,500 shares of the company’s stock in a transaction dated Friday, July 24th. The shares were sold at an average price of $1,133.15, for a total transaction of $1,699,725.00. Following the completion of the sale, the executive vice president directly owned 6,062 shares of the company’s stock, 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 filing with the Securities & Exchange Commission, which is available through this hyperlink. Corporate insiders own 0.47% of the company’s stock.

Key Headlines Impacting United Rentals

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

• Positive Sentiment: Zacks Research upgraded URI from “Hold” to “Strong Buy,” adding to the positive analyst sentiment following the company’s strong quarterly results. Zacks Research
• Positive Sentiment: United Rentals reported record second-quarter revenue of approximately $4.41 billion, up 11.8% year over year, while earnings per share of $12.76 exceeded the $11.53 analyst consensus. Strong rental activity, improved fleet productivity and specialty-equipment demand helped drive the results. The company also raised its 2026 outlook, supporting the case for continued growth. United Rentals Growth Outlook After a Record-Setting Q2
• Positive Sentiment: Zacks also listed United Rentals among its top momentum and Strong Buy stocks. Analysts remain broadly constructive, with 15 Buy ratings and one Sell rating, although the stock’s strong year-to-date advance has increased expectations. Zacks Strong Buy Momentum List
• Neutral Sentiment: United Rentals declared a quarterly dividend of $1.97 per share, or $7.88 annualized, representing a modest 0.7% yield. The payment reinforces shareholder returns but is unlikely to be a major short-term catalyst.
• Negative Sentiment: Executive Vice President William Grace sold 1,500 shares for approximately $1.7 million, reducing his direct ownership by 19.84%. While one insider sale does not establish a trend, it may contribute to profit-taking concerns after the rally. SEC Insider Sale Filing
• Negative Sentiment: URI trades at a relatively elevated valuation, making the shares sensitive to any slowdown in construction, industrial spending or rental demand. Investors may be locking in gains while assessing whether the raised outlook can justify the stock’s premium valuation.

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.