Kestra Private Wealth Services LLC Buys 565 Shares of United Rentals, Inc. $URI

Kestra Private Wealth Services LLC grew its stake in United Rentals, Inc. (NYSE:URI) by 36.5% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 2,114 shares of the construction company’s stock after acquiring an additional 565 shares during the quarter. Kestra Private Wealth Services LLC’s holdings in United Rentals were worth $1,711,000 at the end of the most recent quarter.

Several other hedge funds have also added to or reduced their stakes in the stock. Pictet Asset Management Holding SA boosted its holdings in United Rentals by 45.7% in the fourth quarter. Pictet Asset Management Holding SA now owns 58,198 shares of the construction company’s stock worth $47,108,000 after acquiring an additional 18,255 shares in the last quarter. Cornerstone Investment Partners LLC boosted its holdings in United Rentals by 12.7% in the fourth quarter. Cornerstone Investment Partners LLC now owns 90,222 shares of the construction company’s stock worth $73,018,000 after acquiring an additional 10,174 shares in the last quarter. Deltec Asset Management LLC boosted its holdings in United Rentals by 98.0% in the fourth quarter. Deltec Asset Management LLC now owns 990 shares of the construction company’s stock worth $801,000 after acquiring an additional 490 shares in the last quarter. Inscription Capital LLC boosted its holdings in United Rentals by 114.9% in the fourth quarter. Inscription Capital LLC now owns 1,152 shares of the construction company’s stock worth $933,000 after acquiring an additional 616 shares in the last quarter. Finally, Verdence Capital Advisors LLC boosted its holdings in United Rentals by 1.6% in the fourth quarter. Verdence Capital Advisors LLC now owns 7,906 shares of the construction company’s stock worth $6,398,000 after acquiring an additional 126 shares in the last quarter. 96.26% of the stock is owned by institutional investors.

United Rentals Stock Up 0.9%

United Rentals stock opened at $960.54 on Friday. The stock has a market cap of $60.18 billion, a PE ratio of 24.50, a price-to-earnings-growth ratio of 1.51 and a beta of 1.68. The company has a debt-to-equity ratio of 1.37, a quick ratio of 0.74 and a current ratio of 0.80. United Rentals, Inc. has a one year low of $632.25 and a one year high of $1,021.47. The stock has a fifty day moving average of $802.13 and a 200 day moving average of $842.12.

United Rentals (NYSE:URI) last posted its quarterly earnings data on Wednesday, April 22nd. The construction company reported $9.71 EPS for the quarter, missing analysts’ consensus estimates of $11.47 by ($1.76). The firm had revenue of $3.99 billion for the quarter, compared to analysts’ expectations of $4.20 billion. United Rentals had a net margin of 15.32% and a return on equity of 30.56%. The firm’s revenue was up 7.2% compared to the same quarter last year. During the same quarter last year, the company posted $8.86 EPS. As a group, sell-side analysts predict that United Rentals, Inc. will post 46.99 EPS for the current year.

United Rentals Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Wednesday, May 27th. Investors of record on Wednesday, May 13th will be given a dividend of $1.97 per share. This represents a $7.88 dividend on an annualized basis and a yield of 0.8%. The ex-dividend date is Wednesday, May 13th. United Rentals’s dividend payout ratio is 20.10%.

United Rentals announced that its Board of Directors has approved a share repurchase program on Wednesday, January 28th that authorizes the company to repurchase $5.00 billion in shares. This repurchase authorization authorizes the construction company to buy up to 8.7% of its stock through open market purchases. Stock repurchase programs are usually an indication that the company’s leadership believes its stock is undervalued.

Key Headlines Impacting United Rentals

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

• Positive Sentiment: KeyCorp raised several near‑term and full‑year earnings estimates (Q2 2026, Q4 2026, FY2026 and FY2027) and kept an Overweight rating with a $1,150 price objective — the analyst lift to FY2026/FY2027 EPS and the high target increases upside expectations and likely helped push the stock higher. KeyCorp estimate changes (MarketBeat)
• Neutral Sentiment: Analyst Q&A from United Rentals’ Q1 earnings call (MSN summary) highlighted revealing management comments on demand trends, pricing, fleet utilization and capex — useful detail that may guide near‑term expectations but contains no single decisive new guidance item. 5 Revealing Analyst Questions From United Rentals’s Q1 Earnings Call
• Negative Sentiment: Underlying Q1 results disappointed vs. consensus: EPS and revenue missed estimates, which keeps near‑term performance and margin execution under scrutiny — a reminder that analyst upgrades reflect forward modeling rather than a clean beat from the quarter. Q1 call coverage (MSN)

Analysts Set New Price Targets

Several equities research analysts have commented on the company. Morgan Stanley reissued an “overweight” rating and issued a $1,030.00 target price on shares of United Rentals in a report on Friday, April 24th. 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 report on Friday, April 24th. Robert W. Baird upped their price target on United Rentals from $970.00 to $1,100.00 and gave the company an “outperform” rating in a report on Friday, April 24th. 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. Finally, Truist Financial set a $1,209.00 price target on United Rentals in a report on Friday, April 24th. Thirteen research analysts have rated the stock with a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, United Rentals has an average rating of “Moderate Buy” and a consensus target price of $986.35.

Insider Activity at United Rentals

In related news, VP Andrew B. Limoges sold 548 shares of the company’s stock in a transaction on Friday, April 24th. The stock was sold at an average price of $977.86, for a total transaction of $535,867.28. Following the completion of the sale, the vice president owned 1,865 shares in the company, valued at approximately $1,823,708.90. This represents a 22.71% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, EVP William E. Grace sold 1,498 shares of the company’s stock in a transaction on Tuesday, February 3rd. The shares were sold at an average price of $790.89, for a total value of $1,184,753.22. Following the sale, the executive vice president owned 6,872 shares of the company’s stock, valued at approximately $5,434,996.08. This trade represents a 17.90% decrease in their position. The SEC filing for this sale provides additional information. Insiders have sold 30,076 shares of company stock valued at $28,783,569 in the last 90 days. 0.47% of the stock is owned by company insiders.

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.