RBF Capital LLC Buys 2,000 Shares of United Rentals, Inc. $URI

RBF Capital LLC grew its stake in shares of United Rentals, Inc. (NYSE:URI) by 18.2% during the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 13,000 shares of the construction company’s stock after buying an additional 2,000 shares during the period. RBF Capital LLC’s holdings in United Rentals were worth $9,471,000 at the end of the most recent reporting period.

A number of other hedge funds also recently made changes to their positions in URI. Norges Bank bought a new position in United Rentals in the fourth quarter valued at $978,017,000. Corient Private Wealth LLC lifted its stake in United Rentals by 1,667.4% during 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 last quarter. Robeco Institutional Asset Management B.V. lifted its stake in United Rentals by 3,459.3% during 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 last quarter. Arrowstreet Capital Limited Partnership purchased a new position in shares of United Rentals in the 4th quarter worth about $102,945,000. Finally, Victory Capital Management Inc. boosted its holdings in shares of United Rentals by 103.7% in the 4th quarter. Victory Capital Management Inc. now owns 231,018 shares of the construction company’s stock worth $186,967,000 after purchasing an additional 117,584 shares in the last quarter. 96.26% of the stock is owned by institutional investors.

United Rentals Price Performance

URI opened at $1,058.05 on Thursday. The company has a debt-to-equity ratio of 1.38, a current ratio of 0.76 and a quick ratio of 0.70. The stock’s 50 day simple moving average is $1,062.17 and its 200 day simple moving average is $923.39. The firm has a market cap of $65.85 billion, a price-to-earnings ratio of 25.41, a PEG ratio of 1.41 and a beta of 1.79. United Rentals, Inc. has a 1 year low of $701.59 and a 1 year high of $1,177.67.

United Rentals (NYSE:URI) last announced its quarterly earnings data 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. The firm had revenue of $4.41 billion during the quarter, compared to the consensus estimate of $4.22 billion. United Rentals had a return on equity of 31.72% and a net margin of 15.67%.The business’s revenue was up 11.8% on a year-over-year basis. During the same quarter in the previous year, the company posted $10.47 earnings per share. As a group, 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. Investors of record on Wednesday, August 12th will be issued a dividend of $1.97 per share. This represents a $7.88 dividend on an annualized basis and a yield of 0.7%. The ex-dividend date is Wednesday, August 12th. United Rentals’s dividend payout ratio is currently 18.92%.

United Rentals News Roundup

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.

Analyst Ratings Changes

A number of equities analysts recently weighed in on the company. Robert W. Baird set a $1,300.00 price objective on United Rentals in a report on Friday, July 24th. Bank of America upped their target price on United Rentals from $1,195.00 to $1,300.00 and gave the stock a “buy” rating in a research note on Thursday, July 23rd. UBS Group increased their price target 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. KeyCorp reissued an “overweight” rating and set a $1,350.00 price target on shares of United Rentals in a research note on Friday, July 24th. Finally, 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. One investment 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. According to data from MarketBeat.com, the company has a consensus rating of “Moderate Buy” and an average price target of $1,226.50.

Insiders Place Their Bets

In other United Rentals news, EVP William E. Grace sold 1,500 shares of the stock in a transaction on 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 owned 6,062 shares of the company’s stock, valued at $6,869,155.30. This represents a 19.84% decrease in their position. The sale was disclosed in a filing with the SEC, which is available at the SEC website. 0.47% of the stock is owned by insiders.

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.