Sei Investments Co. Grows Holdings in United Rentals, Inc. $URI

Sei Investments Co. grew its position in shares of United Rentals, Inc. (NYSE:URI) by 15.2% during the 1st quarter, Holdings Channel.com reports. The firm owned 26,030 shares of the construction company’s stock after purchasing an additional 3,433 shares during the quarter. Sei Investments Co.’s holdings in United Rentals were worth $18,966,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors have also modified their holdings of the company. Core Wealth Advisors LLC purchased a new position in shares of United Rentals during the fourth quarter valued at approximately $28,000. MV Capital Management Inc. acquired a new stake in United Rentals during the fourth quarter worth approximately $28,000. Laurel Wealth Advisors LLC purchased a new stake in United Rentals in the 4th quarter worth approximately $32,000. Fortitude Family Office LLC grew its stake in United Rentals by 121.1% in the 4th quarter. Fortitude Family Office LLC now owns 42 shares of the construction company’s stock worth $34,000 after acquiring an additional 23 shares during the period. Finally, Hilton Head Capital Partners LLC acquired a new position in United Rentals in the 4th quarter valued at $34,000. 96.26% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

A number of brokerages have weighed in on URI. Wells Fargo & Company increased their price target on United Rentals from $1,245.00 to $1,355.00 and gave the stock an “overweight” rating in a research note on Friday, July 24th. Citigroup upped their target price on United Rentals from $1,270.00 to $1,330.00 and gave the company a “buy” rating in a research note on Friday, July 24th. Robert W. Baird set a $1,300.00 price target on United Rentals in a research note on Friday, July 24th. Wall Street Zen upgraded United Rentals from a “hold” rating to a “buy” rating in a report on Saturday, July 25th. Finally, Truist Financial upped their price objective on shares of United Rentals from $1,421.00 to $1,466.00 and gave the company a “buy” rating in a research note on Friday, July 24th. 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 stock. According to data from MarketBeat.com, United Rentals currently has an average rating of “Moderate Buy” and an average target price of $1,226.50.

Key Stories 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 Stock Down 3.0%

Shares of United Rentals stock opened at $1,058.05 on Thursday. The company has a fifty day moving average price of $1,062.17 and a 200 day moving average price of $923.39. 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 stock has a market cap of $65.85 billion, a price-to-earnings ratio of 25.41, a price-to-earnings-growth ratio of 1.41 and a beta of 1.79.

United Rentals (NYSE:URI) last released its quarterly earnings data on Tuesday, July 21st. The construction company reported $12.76 EPS for the quarter, beating the consensus estimate of $11.53 by $1.23. The company had revenue of $4.41 billion for the quarter, compared to analyst estimates of $4.22 billion. United Rentals had a return on equity of 31.72% and a net margin of 15.67%.The firm’s revenue was up 11.8% compared to the same quarter last year. During the same period last year, the company posted $10.47 earnings per share. Equities research analysts forecast that United Rentals, Inc. will post 48.35 earnings per share for the current fiscal year.

United Rentals Announces Dividend

The business also recently announced 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 annualized dividend and a dividend yield of 0.7%. The ex-dividend date is Wednesday, August 12th. United Rentals’s dividend payout ratio (DPR) is presently 18.92%.

Insider Buying and Selling

In related news, EVP William E. Grace sold 1,500 shares of the business’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 transaction of $1,699,725.00. Following the transaction, the executive vice president directly owned 6,062 shares of the company’s stock, valued at approximately $6,869,155.30. The trade was a 19.84% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is accessible through the SEC website. Company insiders own 0.47% of the company’s stock.

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.