Berman McAleer LLC Makes New $651,000 Investment in United Rentals, Inc. $URI

Berman McAleer LLC acquired a new position in United Rentals, Inc. (NYSE:URI) in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund acquired 682 shares of the construction company’s stock, valued at approximately $651,000.

Other large investors also recently bought and sold shares of the company. North Growth Management Ltd. lifted its stake in shares of United Rentals by 22.2% in the 3rd quarter. North Growth Management Ltd. now owns 11,000 shares of the construction company’s stock worth $10,189,000 after purchasing an additional 2,000 shares during the period. HB Wealth Management LLC increased its holdings in United Rentals by 37.2% during the third quarter. HB Wealth Management LLC now owns 6,608 shares of the construction company’s stock valued at $6,308,000 after buying an additional 1,790 shares during the last quarter. Vaughan Nelson Investment Management L.P. bought a new position in United Rentals in the second quarter worth approximately $152,069,000. OVERSEA CHINESE BANKING Corp Ltd purchased a new position in shares of United Rentals during the 2nd quarter worth $298,000. Finally, Vise Technologies Inc. purchased a new position in United Rentals during the second quarter valued at $7,514,000. 96.26% of the stock is currently owned by institutional investors.

United Rentals Stock Performance

NYSE URI opened at $781.00 on Friday. The business’s 50 day moving average price is $849.61 and its 200-day moving average price is $887.29. United Rentals, Inc. has a fifty-two week low of $525.91 and a fifty-two week high of $1,021.47. The company has a market cap of $49.70 billion, a P/E ratio of 20.19, a P/E/G ratio of 1.64 and a beta of 1.69. The company has a debt-to-equity ratio of 1.41, a quick ratio of 0.84 and a current ratio of 0.94.

United Rentals (NYSE:URI) last posted its quarterly earnings data on Wednesday, January 28th. The construction company reported $11.09 EPS for the quarter, missing the consensus estimate of $11.86 by ($0.77). United Rentals had a return on equity of 30.35% and a net margin of 15.49%.The firm had revenue of $4.21 billion for the quarter, compared to analysts’ expectations of $4.24 billion. During the same period in the previous year, the firm earned $11.59 earnings per share. The firm’s quarterly revenue was up 2.8% compared to the same quarter last year. Sell-side analysts predict that United Rentals, Inc. will post 44.8 earnings per share for the current year.

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

United Rentals Increases Dividend

The company also recently declared a quarterly dividend, which will be paid on Wednesday, February 25th. Investors of record on Wednesday, February 11th will be issued a dividend of $1.97 per share. This represents a $7.88 annualized dividend and a yield of 1.0%. The ex-dividend date is Wednesday, February 11th. This is a positive change from United Rentals’s previous quarterly dividend of $1.79. United Rentals’s payout ratio is currently 20.37%.

Key United Rentals News

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

• Positive Sentiment: Board authorizes a $5.0 billion share repurchase program (about 8.7% of shares) and announced plans to return roughly $2 billion to shareholders, a sign management thinks the stock is undervalued. United Rentals Announces Fourth Quarter and Full-Year1 2025 Results…
• Positive Sentiment: Quarterly dividend raised ~10% to $1.97 (annualized yield ~1.0%), supporting cash-return narrative alongside the buyback. United Rentals’ Q4 Earnings & Revenues Miss, Dividend Hiked by 10%
• Neutral Sentiment: Updated FY2026 revenue guidance range of $16.8B–$17.3B lines up with consensus at the midpoint but leaves room for variability; investors will watch execution and margin trajectory. Here’s What Key Metrics Tell Us About United Rentals (URI) Q4 Earnings
• Neutral Sentiment: JPMorgan trimmed its price target from $1,150 to $970 but kept an Overweight rating — a cut that tempers enthusiasm but still implies meaningful upside from current levels. Benzinga
• Negative Sentiment: Q4 EPS of $11.09 missed estimates (~$11.8) and revenue slightly trailed expectations; investors sold on the results and margin concerns. Why United Rentals Stock Is Plummeting Today
• Negative Sentiment: Coverage commentary and press pieces highlight the stock’s near-term drop (Fool: “plunged by nearly 15% this week”) as investors digest weaker-than-expected quarter and margin commentary. Why United Rentals Stock Plunged by Nearly 15% This Week
• Negative Sentiment: Company disclosed a new Technology-category risk around expanding AI integration, raising strategic and regulatory risk considerations for the business. United Rentals Faces Heightened Strategic and Regulatory Risks as AI Integration Expands

Analyst Upgrades and Downgrades

Several equities analysts have weighed in on URI shares. KeyCorp set a $950.00 price target on shares of United Rentals in a report on Friday. Citigroup lifted their target price on United Rentals from $950.00 to $1,090.00 and gave the stock a “buy” rating in a report on Tuesday, January 13th. Sanford C. Bernstein set a $965.00 price objective on United Rentals in a research note on Friday. Truist Financial set a $972.00 price objective on United Rentals in a report on Friday. Finally, Barclays cut their target price on shares of United Rentals from $620.00 to $600.00 and set an “underweight” rating for the company in a report on Monday, October 20th. Two investment analysts have rated the stock with a Strong Buy rating, twelve have given a Buy rating, three have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat, the company has a consensus rating of “Moderate Buy” and a consensus price target of $933.82.

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.